Presenter Spotlight: 2023 Litigation in Valuation Conference

October 27, 2023

ASA's 2023 Litigation in Valuation Conference agenda offers an unparalleled learning experience, specifically designed for business valuation experts. This conference spotlights the exceptional lineup of presenters, each a leading figure in their respective fields. Our presenters, comprised of esteemed valuation and damages experts, seasoned lawyers, and distinguished judges, will bring a wealth of experience and insights to attendees.

Our Current Lineup Includes:

Jay E. Fishman, FASA, FRICS | Financial Research Associates
Jay E. Fishman, FASA, is a Managing Director of Financial Research Associates and has been actively engaged in the appraisal profession since 1974. He specializes in the valuations of business enterprises and their intangible assets. Mr. Fishman has co-authored several books, including the Guide to Business Valuations, Standards of Value, A Consensus View Q&A Guide to Financial Valuation and The Business Valuation Bench Book. He has also written numerous articles on business valuations as well as qualifying as an expert witness and providing testimony in twelve states. He has taught courses on business valuation to the Internal Revenue Service, the National Judicial College, the Hong Kong Society of Accountants and on behalf of the World Bank in St. Petersburg, Russia. He taught courses in Moscow, Russia and for the Slovenian Institute of Auditors in Ljubljana, Slovenia. In 2020, in full recognition of his outstanding services in the Society and contributions to the appraisal profession, the American Society of Appraisers gave him their Lifetime Achievement Award.

Kenneth J. Pia, ASA, CPA, ABV, MCBA | Marcum LLP
Kenneth J. Pia, Jr. is a partner and the leader of the National Matrimonial and Business Valuation groups of Marcum LLP. With more than 30 years of professional business valuation and litigation support experience, Mr. Pia has developed a national reputation working on a wide range of complex valuation engagements. He has performed valuations of businesses and partial business interests for a variety of purposes including, but not limited to, family law matters, employee stock ownership plans, business damages, buy-sell agreements, shareholder litigation, estate and gift tax matters, and buying and selling businesses. Ken is a past Chair of the American Society of Appraisers (ASA) Business Valuation Committee and a member of the National Business Valuation Education Sub Committee. Mr. Pia is also a Co-Chair of the American Academy of Matrimonial Lawyers Foundation’s Forensic & Business Valuation Division. Ken is qualified as an expert witness in Federal District Court and State Courts of Connecticut, Florida, Commonwealth of Massachusetts, New York, Virginia and California as well as various arbitration proceedings. He has also rendered extensive services relating to court testimony.

William Scally, CFA | Marcum LLP
William Scally is the national leader of Litigation Advisory Services. He has more than 20 years of management consulting experience advising clients on a broad range of business issues. As a valuation and dispute advisory specialist, William provides financial, economic, and statistical services to companies, with a focus on equity and debt valuation, business enterprise valuation, business model due diligence, and contract compliance.

Steven M. Veenema | Murphy & King
Steve Veenema helps clients resolve complex business disputes both in and out of court, focusing primarily on issues arising among shareholders in closely held companies, litigation over intellectual property and unfair competition, and employment-related matters for both employers and employees. Steve advises companies, board members, and individual employees and shareholders across industries, including finance, high-tech, real estate, and retail. He also has notable experience litigating issues involving commercial real estate and leasing, insurance coverage, securities fraud, construction projects, and mergers and acquisitions. Steve’s intellectual property practice includes representing clients in court and before the Patent and Trademark Office and the Trademark Trial and Appeals Board in trademark prosecution, maintenance, and protection.

Neil J. Beaton, CPA/ABV/CFF, CFA, ASA | Alvarez & Marsal
Neil Beaton is a Managing Director with Alvarez & Marsal Valuation Services in Seattle. He specializes in the valuation of public and privately held businesses and intangible assets for purposes of litigation support (lost profits claims, marriage dissolutions and others), acquisitions, sales, buy-sell agreements, ESOPs, incentive stock options and estate planning and taxation. He also performs economic analysis for personal injury claims, wrongful termination and wrongful death actions.

William F. Dolan | Jones Day
With more than three decades of experience, Bill Dolan has been retained as lead trial counsel in more than two dozen trials and arbitration hearings in venues throughout the United States. His practice places particular emphasis on antitrust litigation, including state and federal class actions; intellectual property disputes, including trademark and copyright infringement and patent damages; labor and employment disputes, including class actions alleging violations of wage and hours laws; defense of consumer class actions involving the Telephone Consumer Protection Act and state consumer fraud statutes; and corporate governance/shareholder disputes. His trial work also has included matters such as product liability, takeover disputes, fraud, insurance insolvency, fiduciary duty, and breach of contract.

Jeffrey S. Tarbell, ASA, CFA | Houlihan Lokey
Mr. Tarbell is a Director in the Financial Valuation and Advisory practice of Houlihan Lokey Financial Advisors, Inc. He has more than three decades of experience providing valuations, financial opinions, and expert witness testimony regarding private and publicly traded companies. Mr. Tarbell is Head of the firm’s Estate and Gift Tax Valuation practice, Co-Head of the firm’s Employee Stock Ownership Plan Valuation practice, and a member of the firm’s Technical Standards Committee. Mr. Tarbell is an Accredited Senior Appraiser of the ASA and a member of its Board of Governors. he holds the designation of Chartered Financial Analyst of the CFA Institute. He is registered with FINRA (formerly the NASD) as a General Securities Representative (Series 7 and 63) and a Limited Representative – Investment Banking (Series 79). He has testified in various forums, including state, federal, and tax courts, a congressional hearing, Department of Labor panels, as well as in arbitration, mediation, and deposition proceedings.

Thomas J. Rechen​ | McCarter & English, LLP
Thomas Rechen is an accomplished trial lawyer and business litigator with three decades of experience handling complex business disputes on behalf of public and private companies in Connecticut and across the nation. He is well known among the Connecticut state and federal judiciary as a result of his courtroom presence and leadership within the Connecticut and Hartford County Bar Associations.

Hon.Lynda B. Munro (ret.) | Munro /Draginis PLLC
The Honorable Lynda B. Munro is an experienced mediator, independent arbitrator, litigator, and consultant. After 20 years of distinguished service on the State of Connecticut trial bench, Judge Munro retired from the bench in 2014 and joined Pullman & Comley, LLC in their Alternative Dispute Resolution (ADR), Appellate, and Family Law practice groups. Judge Munro began her independent practice in 2021. Judge Munro handles both family and civil disputes in her ADR practice. She offers mediation, arbitration, med-arb, private judging, and discovery master services on all civil matters. The same services are available for family matters involving financial, parenting, and custody disputes, as well as pre-nuptial and post-nuptial agreements. Her combined experience in family and complex civil makes Judge Munro uniquely situated to handle complex financial business disputes.