2018 VALUATION SEMINAR
Thursday, March 22, 2018
8:30 am - 3:00 pm
The Biltmore Hotel & Suites - 2151 Laurelwood Road, Santa Clara, CA 95054
Speakers from Duff & Phelps LLP
- Glen Kernick
- Michael Lloyd
- Simon Webber
- Elaine Young
- Russ Chapman
- William Mason
- Julie Hixon
- Wade Owen
- Robert Bachmann
- Bashir Nakhuda
It’s a new year, with new valuations standards, a new Internal Revenue Code and reorganizations afoot. Panel discussions to include:
- Basic Valuation Introduction: Standards of value, methods and approaches, key inputs & considerations
● Third Party Valuations for Reviewers: Forecasts, buyer-specific vs. market participant synergies, cost of capital & IRR analyses
● Bridging the Divide between Financial Reporting and Transfer Pricing Values: Why these reports differ, the issues they create & best practices
● Tax Assumptions and Impact of US Tax Reform on Valuations
● Case Study
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California for up to 5.6 hours; and the Silicon Valley Chapter of Tax Executives Institute, Inc. certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. This organization adheres to the regulations and requirements prescribed in the Accountancy Act of the State Board of Accountancy. Attending this program should permit an individual to claim up to 6.6 hours of California CPA continuing education credit. Not registered with the NASBA.
SCHEDULE:
Registration & Breakfast 8:00 am - 8:30 am
Program 8:30 am - 3:00 pm
Lunch 12:30 pm - 1:30 pm
LOCATION:
The Biltmore Hotel & Suites
2151 Laurelwood Road, Santa Clara, CA 95054
PRICING:
TEI Members $175
Non-Members $275
Late Registrations - UPON CAPACITY: After Friday, March 16, 2018: 12:00 pm $300
Registration is only open to in-house tax professionals. Member rate is only for individual TEI members and not coworkers. NOTE - In order to receive advanced registration prices, payment for all persons attending must be received by the advance registration deadline. Cancellations must be received before the advanced registration deadline - no refunds or credits after this time. For questions regarding registration, contact Kelli Foy-Anderson at (831) 915-9831 or kelli@foyevents.com .
TEI CALENDAR: https://www.linkedin.com/showcase/18223150/
2017 - 2018 Officers:
- President: Ricardo Samaniego, Samsung
- Chapter Representative: Peter Waterstreet, Synopsys
- 1st Vice President: Chris Therrien, Agilent
- 2nd Vice President: Cindy Duquette, Intuitive Surgical
- Treasurer: Stephen Dunphy, Ross Stores
- Secretary: Daniel Smith, Google
Directors / Term Expires:
- Jay Lall, Service Now - 2020
- Li Mei, NetApp - 2020
- Bonnie Larsen, Sanmina - 2019
- Grace Chu, Brocade - 2019
- Linda Lee, Palo Alto Networks - 2018
- Anu Bedi, Fitbit - 2018
Get involved in TEI! Please contact the following committee chairs for your area of interest:
Committee Chairperson & Email
Federal Tax Mark Jewett mjewett@fitbit.com
State & Local Tax Chris Kmak chris.p.kmak@intel.com
International Tax Kristen ProscholdKristen.Proschold@intusurg.com
Financial Reporting Jay Lall jay.lall@servicenow.com
IRS Liaison Howard Schneck hschneck@paloaltonetworks.com
Chief Tax Officers Anthony Maggiore amaggiore@atlassian.com
Head of Tax Roundtable Ira Cook ira.cook@smartm.com