Session

Speaker and Topic

I – 8:10 AM-9:00 AM

Estate Planning Update

William Forsberg, Leonard Street and Deinard

II-9:00 AM-9:50 AM

BREAK  9:55 AM

Court Case Update: Marriage Dissolution

Tax implications of divorce; calculation of spousal maintenance

Andrew Brower and Stephen Dennis, Baune Dosen & Co, LLP

III & IV-10:15-11:55 AM

Valuation in the Era of Healthcare Reform

Valuing medical practices, professional and personal goodwill

Robert Cimasi, Health Capital Consultants

NOON

Luncheon Speaker

Lunch

Current State of the IBA

Howard Lewis, Executive Director IBA

V-12:55-1:45 PM

Bank Stock Valuations Since the Sector Collapse

Dwight Larsen and Matthew Becker, Bank Value Advisory Services

VI-1:45 PM-2:35 PM

BREAK   2:35 PM

Courting Your Opinions

Relevant federal and state court cases are used as the basis for discussing discounts.

Joseph Kenyon & Jennifer Schiefert, Schechter Dokken Kanter; William Herber, Shenehon Company; Stephen Dennis, Baune Dosen & Co, LLP

VII-2:50 PM-3:40 PM

Social Media in the Research Equation

Jan Davis, JTResearch

VIII-3:40 PM-4:30 PM

Economic Update

Colin Lundgren, Ameriprise Financial/Columbia Management