Practice Management: Valid8 - Helping You Follow the Money Faster

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Includes a Live Web Event on 12/05/2023 at 1:00 PM (EST)

Bank, credit card statements and other forms of financial evidence represent an oasis of unbiased facts in what are highly charged situations of divorce resolution. Working through lifestyle analysis, identification of undisclosed assets, and how to handle commingled assets can consume significant time and resources, restricting professionals' ability to handle additional cases.

Valid8 helps to make these financial investigations fast, accurate and comprehensive.  Valid8 extracts and reconciles banking transactions from multiple sources creating a database of financial evidence for professionals. Transfers and matches are identified to automate data preparation, substantive testing procedures, and tracing the flow of funds.  Interactive data visualization simplifies asset discovery and finding fraudulent transfers.

Tod McDonald

CPA, CIRA

Founder of Valid8 Forensic Accounting Software

Tod McDonald has a diverse work experience spanning over two decades. Tod founded and served as the General Manager for Investigations at Valid8 Financial in 2016. Prior to that, they worked as a Board Member and the Immediate Past President at The Mountains to Sound Greenway Trust starting from 2005. Todd also worked as a Principal at Cypress Advisors from 2016 to 2017 and as the CFO at Koru, Inc from 2015 to 2016. Tod held the positions of Chief Operating Officer and Chief Financial Officer at Global Baristas from 2013 to 2015. Before that, Tod worked in investment banking and corporate restructuring at Cascade Capital Group from 2003 to 2013. Tod also served as a Senior Analyst at Microsoft and as the Director of Finance at Captura Software in 2002. Tod's earlier roles include being the Corporate Controller at Activate - a CMGI Company from 1999 to 2002 and the Controller at National Mobile Television from 1996 to 1999.

Tod McDonald's education history includes a Bachelor's degree in Business Administration with a focus on Accounting from the University of Washington - Michael G. Foster School of Business, which was completed in 1993. Prior to that, they attended Bellevue High School, but no degree or field of study is specified for this institution. In addition to their formal education, Tod McDonald holds several certifications. Tod became a Certified Public Accountant in 1993. Tod also has certifications as a Certified Insolvency & Restructuring Advisor from the Association of Insolvency & Restructuring Advisors, and as a Certified in Financial Forensics (Inactive) from the AICPA. The specific months and years when they obtained the latter certifications are not provided.

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Practice Management: Valid8 - Helping You Follow the Money Faster
12/05/2023 at 1:00 PM (EST)  |  60 minutes
12/05/2023 at 1:00 PM (EST)  |  60 minutes Bank, credit card statements and other forms of financial evidence represent an oasis of unbiased facts in what are highly charged situations of divorce resolution. Working through lifestyle analysis, identification of undisclosed assets, and how to handle commingled assets can consume significant time and resources, restricting professionals' ability to handle additional cases. Valid8 helps to make these financial investigations fast, accurate and comprehensive. Valid8 extracts and reconciles banking transactions from multiple sources creating a database of financial evidence for professionals. Transfers and matches are identified to automate data preparation, substantive testing procedures, and tracing the flow of funds. Interactive data visualization simplifies asset discovery and finding fraudulent transfers.