January 20, 2024
Live Webcast
Program Founder & Moderator: Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.
Registration opens, log in to the webcast via your account at www.iicle.com
8:25 – 8:30 AM Welcoming Announcements
8:30 – 8:40 A View from the Bench
Hon. Regina A. Scannicchio, Presiding Circuit Judge, Domestic Relations Division, Circuit Court of Cook County, Chicago
8:40 – 9:25 Financial Caselaw Update 2024
Joshua T. Friedman, Davis Friedman LLP, Chicago
Gunnar J. Gitlin, The Gitlin Law Firm, Woodstock
9:25 – 9:30 Break
9:30 – 10:15 How to Utilize Current Technology in the Development of Marital Balance Sheets & Lifestyle Analysis
A demonstration and discussion of how to use technology to go beyond the financial affidavit for purposes of settlement structures and mediation.
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.
Martin Sliwinski, Stern Perkoski Mendez, LLC, Evanston
10:15 – 10:20 Break
10:20 – 11:05 How to Value & Assign Other Forms of Compensation & Allocate Between Pre- and Post-Marital with Regards to Retirement Accounts
Non-qualified plans, RSU’s, stock options, also 401K’s and other types of retirement accounts
Anne Prenner Schmidt, Law Offices of Anne Schmidt, LLC, Highland Park
Patrick T. Ryan, Jackson Buckley & Pfanenstiel, LLP, Chicago
Bruce S. Bezner, MBA, CPA/ABV/CEIV, CVA, CBA, Corporate Valuation Advisors, Inc.
11:05 – 11:10 Break
11:10 – 12:10 How to Prepare Your Case for Potential Appeal: A View from the Appellate Division
How to prepare your case for potential appeals on financial matters, tips on how to present, what not to do, making the appropriate record in the trial court for potential appeal.
Hon. Debra B. Walker, Illinois Appellate Court, First District, Chicago
Michele Jochner, Schiller DuCanto & Fleck, Chicago
Moderator: Janet Boyle, Family Law Solutions, PC, Chicago
12:10 – 12:50 Presentation of Awards & Lunch
Michael S. Cohen Award & Hon. Edward R. Jordan Lifetime Achievement Award
12:50 – 1:50 How to Present Your Vocational Witness: A Mock Trial Excerpt
Kelly Collins, Collins Family Law, LLC, Lake Forest
Mario Ventrelli, Ventrelli Simon, Chicago
Hon. Andrea Webber, Circuit Court of Cook County
1:50 – 1:55 Break
1:55 – 2:25 How to Strategize Conflict of Interest Questions and Best Practices to Preserve Client Relations
(0.50 Professional Responsibility CLE, pending approval)
In a world of six degrees of separation and an increasingly mobile society where conflicts can arise even after representation begins, this program will comprehensively go over how to responsibly approach conflict of interest issues with a system to analyze them.
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
2:25 – 2:30 Break
2:30 – 3:00 How to Ethically Use Artificial Intelligence
(0.50 Professional Responsibility CLE, pending approval)
Frances H. Krasnow, Harrison, LLP, Chicago
Jason Pica, II, Dussias Wittenberg Koenigsberger LLP, Chicago
3:00 – 3:05 Break
3:05 – 3:35 How to Calculate Personal Goodwill
(0.50 Professional Responsibility CLE, pending approval)
An overview of the various methodologies and analyses to not just calculate but support your opinion
Anita Ventrelli, Schiller DuCanto & Fleck, LLP, Chicago
Bruce L. Richman, CPA/ABV, CVA, CFF, CFE, CDFA, CPEP, PFS, Corporate Valuation Advisors, Inc.
3:35 – 3:40 Break
3:40 – 4:40 How to… A View from the Bench
(1.0 Professional Responsibility CLE)
Moderator & Case Developer: Judd Fineberg, Dussias Wittenberg Koenigsberger LLP, Chicago
Judges: Hon. Kimberly DiGiovanni, Presiding Family Division, 16th Judicial Circuit, Kane County
4:40 Adjourn
Additional bonus and webcast sessions to be announced.
