Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Katherine A. Puffer

Katherine Puffer has 35 years of business and financial experience.  She is a CPA and is licensed in the State of Illinois.  She is accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants.  She is a Certified Property and Casualty Underwriter (CPCU) and a Certified Divorce Financial Analyst (CDFA).  She served as a financial officer of a Fortune 100 company for over 10 years. 

Katherine Puffer is experienced in preparing valuations needed for estate planning and taxes and for martial litigation.  She has experience valuing business for mergers and acquisitions and for purposes of raising capital.  Her firm is experienced in preparing valuations for startup firms.  In addition, Katherine is experienced in calculating financial damages associated with contract disputes and shareholder disputes.  She is experienced in expert testimony.

Katherine Puffer’s formal education includes an MBA from the University of Chicago, the Graduate School of Banking from the University of Wisconsin as well as a BS in business from the Carlson School at the University of Minnesota. 


Webinar Participation:


Common Issues and Strategies in Business Breakups

Series: COMPLEX FINANCIAL LITIGATION FOR THE NON - EXPERT

Premiere Date: 01/19/2017 10:00am


Nuts & Bolts of Lost Profit Cases

Series: COMPLEX FINANCIAL LITIGATION 2016

Premiere Date: 03/16/2016 2:00pm


Common Issues and Strategies in Business Breakups

Series: COMPLEX FINANCIAL LITIGATION 2016

Premiere Date: 02/17/2016 2:00pm