Meeting/Event Information

FEI Houston: Special Professional Development Luncheon by CBIZ

October 09, 2026
11:30 AM - 1:00 PM

Cadillac Bar
1802 Shepherd Dr
Houston , TX 77007

Agenda
11:30 am - Check In and Networking
12:00 am - Lunch & Presentation 
1:30   pm - Presentation Concludes

Preparing for a Valuation – What CFOs and Finance Leaders Need to Know 
 
Whether preparing for an acquisition, divestiture, equity transaction, financial reporting requirement, succession plan, or strategic decision, valuations often require significant preparation from the finance team.  This session will provide CFOs, Controllers, and finance executives with a practical overview of how to prepare for a valuation engagement, what information valuation professionals need, common pitfalls that can delay the process, and how finance leaders can improve valuation outcomes through better planning.  Attendees will gain insight into key value drivers, documentation requirements, financial reporting considerations, and ways to position their organizations for a more efficient and effective valuation process.

Gorby Nguyen
Director 
Advisory Services
CBIZ

Gorby Nguyen is a director in the Firm’s Advisory Services division and is based in Houston, Texas. He is well-versed in valuation services, financial modeling, and middle-market M&A advisory. He has advised companies ranging from small, family-owned businesses to large Fortune 100 companies on various valuation issues.
Gorby has helped clients navigate valuation issues relating to financial reporting and tax reporting requirements, pre-deal M&A pricing, financial forecast due diligence, litigation, and other matters.

Being based in Houston, he has developed great skill in the energy industry, including oil and gas, power generation (renewables or fossil fuels), and refining and marketing. He also has extensive experience working with companies in the technology, waste management, real estate, and manufacturing industries.
Previously, he worked for other middle-market accounting firms, independent consulting firms, and was with a “Big Four” firm.

Gorby has a Bachelor of Business Administration and Master of Science in Accountancy from the University of Houston. 

Professional Affiliations
• American Institute of Certified Public Accountants (AICPA)

Thank you to our platinum strategic partner:

1 Hour of CPE credit will be offered


Having Trouble Registering Online?
Email Kadia Ellis for help - [email protected]

Tickets

$0.00 FEI Chapter Member

$45.00 Guest

$0.00 Current Strategic Partner

$0.00 Existing Prospective Member

$45.00 Member No Show