- Education and Professional Credentials
- Publications and Events
Claudia Stern is a principal in Hemming Morse’s San Francisco office. Adept at communicating complex economic issues, her expertise is in the preparation of business valuations, forensic accountings and economic damages matters throughout a wide range of industries. She has testified as an expert on these matters in both state and federal court.
Claudia’s valuation experience includes dissenting shareholder and partner actions, mergers and acquisitions, family law, and estate and gift matters. She teaches valuation related courses for the California Society of CPA’s Educational Foundation, as well Golden Gate University, and has also written articles and book chapters on valuation.
Claudia’s forensic accounting and economic damages engagements have included breach of contract claims, breach of fiduciary duty claims, fraud, bankruptcy, trust accounting, alter ego and malpractice actions. Prior to joining Hemming Morse, Claudia was a manager in the consulting division of Burr, Pilger, Mayer, Inc., a full-service accounting firm in San Francisco.
- Harvard University, MBA, 1985
- Whitman College, B.A., Physics, 1979
- Certified Public Accountant, Licensed in California and Certified in Illinois
- Accredited in Business Valuation, American Institute of Certified Public Accountants
- Certified in Financial Forensics, American Institute of Certified Public Accountants
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Member and Instructor
Golden Gate University
Lost Proﬁts Damages – Principles, Methods, and Applications”; contributing author, Valuation Products and Services, 2017
“Valuing Derivative Claims,” The Witness Chair, Summer 2017
“Quantifying Personal Goodwill,” Business Valuation Resources, November 2017
“Mergers and Acquisitions – Fundamentals of Acquiring or Selling Mid-Market Companies
and Professional Service Organizations,” CalCPA Education Foundation and AICPA, 2015 to present
“Introduction to Forensic Valuation,” Golden Gate University, 2013 to present
“Business Succession Planning and Exit Strategies – Understanding and Planning for Business Ownership Change,” CalCPA Education Foundation and AICPA, 2013 to present