Ethics In Valuation

Date: Wednesday, August 8, 2018 Time: 2:00 p.m. - 3:00 p.m. EST

The valuation of business assets and financial instruments is implicitly subjective and requires professional and principled judgment.  As such, valuation professionals are faced with the potential for ethical issues in every engagement.  This webinar will discuss the techniques valuation professionals use to value difficult-to-value companies across sectors, minimize potential ethical issues, as well as best practices, proven strategies and solutions.

Program Hosts:
Moderated by: Peggy McCaffrey, CPA
Presented by: Josh Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA  

Learning Objectives:

  • Learn about professional valuation standards and the impact they have on what a valuation professional must do in a sound engagement/analysis.
  • Gain knowledge on how to recognize situations where ethical dilemmas exist.
  • Understand how to react to ethical dilemmas professionally.

Participants earned 1.0 CPE credit in the Specialized Knowledge field of study.

Cohen & Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: