February 2, 2016

White Elm to Present at Atlanta Bar Financial Topics Seminar

White Elm to Present at Fanancial Topics Seminar in association with metro Atlanta Forensic Accountants and Atlanta Bar Association.

Financial Topics in Family Law Seminar

 

 

Please Note the Updated Agenda

 

Co-Sponsored by Metro Atlanta Forensic Accountants and the Atlanta Bar Association Family Law Section

 

 

Help spread the word! Please forward to your colleagues and others you think might be interested. 

 

 

When: February 16, 2016

9:00 am to 5:00 pm

Where: State Bar of Georgia104 Marietta St.
Atlanta, Georgia  30303
United States

 

Contact: joanna@nulliagforensics.com 
Phone: (770) 565-3098

 

 

Registration Fees:
Family Law Member: $209 ($179 Early)
Other Atlanta Bar Member: $219 ($189 Early)
Non-Atlanta Bar Member: $269 ($239 Early)
Paralegals: $179 ($149 Early)
Law students: Members $10/Non-Members $20
 

Savings: Early Registration Discount for in-person attendance - register by January 27, 2016 and receive a $30 discount. 

 

Register Via Form

 

 

Program Chairs:

Dan Branch, IAG Forensics & Valuation

J. Ashley Sawyer, Hedgepeth, Heredia & Rieder LLC

 

8:30 AM - Registration

 

9:00 AM - Introduction and Welcome

 

9:10 AM - Dueling Experts: CPAs Debate Various Financial Concepts in Divorce Cases Including: Fair Value or Fair Market Value; Market Forces or Owner's Efforts; Earnouts and Clawbacks; Gloomy vs Rosy future prospects; and other discussion-inducing topics.

  • Dan BranchIAG Forensics & Valuation
  • Adrian Loud,Censeo Advisors 
  • Moderator: Karine BurneyKessler & Solomiany 

10:00 AM - Can You Trust Trusts? The Role, Impact and Implication of Trusts in Divorce Cases

  • Tish McDonald, King & Spalding
  • R. Mark Williamson, Alston & Bird

10:50 AM - BREAK

 

11:05 AM - Mock Deposition of a Financial Expert: strategies, tips and tricks for deposing a financial expert and being deposed

  • Sheri Lake, Smith & Lake LLC
  • Justin Hayes, Justin C. Hayes, P.C.
  • Beth Garrett, Frazier and Deeter, LLC 

12:15 PM - LUNCH

 

1:10 PM - Now We Can All Get Divorced: The Impact of Obergefell v. Hodges on Financial Issues in Divorce Cases

  • Denise VanLanduyt, VanLanduyt Giles, LLC, Decatur
  • Debbie Gibbon, Gibbon Financial Consulting, LLC

2:00 PM - Quick Takes: Two Fast-paced Sessions
#1) Out of the Box Uses for Financial Experts 

  • Mona S. Shuman and Eileen J. Shuman, Shuman & Shuman, P.C. 
  • Marc Effron, White Elm Group 

#2) Mediation Strategies: Tips for Effectively Mediating the Financial Aspects of Family Law Cases 

  • Linda Schaeffer, U-Resolve, LLC

3:00 PM - BREAK

 

3:15 PM - Financial Case Law Update: Discussion of Recent Family Law Cases with Financial Issues

  • Will Davis, Kitchens New Cleghorn, LLC
  • Jessica Fagan, Hedgepeth, Heredia & Rieder 

4:00 PM - Judicial Panel - Superior Court Judges discuss Financial Topics in Family Law Cases including Alimony Assessment, Child Support Awards, Equitable Division Considerations, and Separate Property Issues

  • Honorable Jane Barwick, Fulton County Superior Court
  • Honorable J.P. Boulee, DeKalb County Superior Court 
  • Honorable Asha F. Jackson, Dekalb County Superior Court
  • Honorable Todd Markle, Fulton County Superior Court 
  • Moderator: Dan Bloom, Richardson, Bloom & Lines

5:00 PM Networking Happy Hour 

at Thrive (across the street from the State Bar)

Drink tickets and light hors d'oeuvers included in registration fee

 

8.0 CPE hours, including 2 Accounting & Audit hours

 

CPE Materials:

The seminar written materials will be emailed to all registrants before the seminar. In addition to receiving the electronic materials, you may also purchase the printed copy of the materials for $20. 

White Elm Group, LLC is a forensic accounting firm founded for the purpose of helping individuals or companies and their counsel handle complex financial matters using the analytical expertise of a forensic CPA
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