Date

Topic / Speaker or Guest

Materials

Sep

Open Forum

Jun

Open Forum

May

Jerry Mehm

Apr

Option Modeling
Jim Walling

Mar

Open Forum

Feb

Review of the Cheap Stock Practice Aid Exposure Draft
Amanda Miller

Jan

Real Options
Jonathan Mun

Dec

Open Forum

Nov

Lattice Models
Dwight Grant,

Oct

Open Forum

Sep

Cheap Stock Practice and Exposure Draft Discussion

Jul.

Valuation Issues under 409A

Request Slides

Jun.

Open Forum

May

Second Market
Adam Oliveri, Second Market

Request Slides

Apr.

Greg Ansel

Request Slides

Mar.

Open Forum,
Guest: Amanda Miller, EY

Feb.

Ashok Abbott, West Virginia University

Request Slides

Nov.

Open Forum with focus on FAS 157
Guest: Bill Reichert, garage.com

Oct.

FAS 157 Portfolio Valuation
Tom Miller and Bo Brustkern

Draft Paper

Sept.

Open Forum and overview of BV 302 vetting session

Request Slides

Aug.

Open Forum

Jul.

Jun.

Open Forum and Overview of Practice Aid Update
Amanda Miller, EY

Request Slides

May

FAS 157
David Larsen, Duff & Phelps

Request Paper

Apr.

Open Forum

Mar.

Does Future Financing Matter?
Carl Saba and Andy Ross

Feb.

Discount for Lack of Marketability and the Preferred Series Gross-Up
Joe Orlando and Annika Reinemann

Request Slides

Jan.

Open Forum

Meeting Notes

2008

Dec.

Nov.

Use of Discount Rates in the PWERM
Sam Renwick and Jim Walling?

Request Slides

Oct.

What is the IRS doing with 409A?
Michael Gregory, IRS

Sept.

Business Combination 141R
Jim Walling, PwC

Request Slides

Aug.

Jul.

Jun.

The Implications of Being Named as an Expert
Edward Deibert, Howard Rice

Request Slides

May

Lack of Marketability
John Ciancanelli

Request Slides

Apr.

Open Forum

Mar.

Open Forum,
Alok Mahajan, KPMG

Feb.

Volatility
Annika Reinemann

Jan.

Option Method vs. PWERM
Andy Ross

Request Slides

Dec.

Open Forum

Meeting Notes

Nov.

Open Forum

Meeting Notes

Oct.

Open Forum

Meeting Notes

Sept.

Inaugural Meeting

Meeting Notes