Foundations of Litigation

Excelling in Litigation and Dispute-Related Valuations

Friday, June 25, 2021 10:45 a.m. - 12:25 p.m. ET

Preparing a valuation analysis can be difficult enough, let alone defending it against an opposing party questioning your every move. It is important for valuation experts to know how their valuations may be challenged by other experts and work to effectively address these issues pre-emptively. Presenters, Sean Saari and Bob Ranallo, discuss how to prepare yourself, and your valuation report, when you know your work will be subject to review and critique in a litigation or dispute setting.

After completing this session, attendees will be able to:

  • Describe the applicability of professional standards in litigation or dispute-related valuation engagements
  • Apply best practices in preparing valuation reports that will withstand critique from opposing parties
  • Recognize issues in opposing experts’ valuation reports

Total CPE: 2
Fields of Study: Accounting: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Valuation experts and attorneys.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None


Applying BV Review Standards to Damage Measurement Reporting

Friday, June 25, 2021 12:40 p.m. - 2:20 p.m. ET

This session will show how applying BV review standards to damage measurement reports can assist in the settlement process and, if settlement is not successful, provide the foundation for your rebuttal report. Should you represent the plaintiff, knowing the review report methodology will assist in your damages report writing and support for your opinions. The session will show how to apply the rules of civil procedure for damages review and rebuttal reports.

After completing this session attendees will be able to:

  • Identify areas in an opposing expert report that indicates lack of data or foundation for stated opinions
  • Recognize how to test assumptions against reality, e.g. ":counsel requested that I assume ..."
  • Define "proximate cause" issues. Although, in most cases, assumptions and proximate cause need to be proven at trial by counsel, the issues will arise at your deposition and trial

Total CPE: 2
Fields of Study: Accounting: 1, Business Law: 1
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

Practitioners, CPAs and attorneys engaged in damage litigation.

Prerequisites:

Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:

None

D O'Neill

D  O'Neill

CPA, ABV, CVA, MAFF, ABAR

Read Biography

Take Control in the Courtroom: How Powerful Direct Testimony can Neutralize Cross-Examination and Persuade the Jury

Friday, June 25, 2021 3:00 p.m. - 4:40 p.m. ET

Information forthcoming

Information forthcoming


Total CPE: 2
Program Level: Overview - Learning activity level that provides a general review of a subject area from a broad perspective.

Who Should Attend:

Information forthcoming

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None

Michael Kaplan

Michael  Kaplan

CPA, ABV, CFF, CVA, MAFF

Read Biography

You Be the Judge: The Appraiser’s Role as Neutral or Trier of Fact

Friday, June 25, 2021 4:55 p.m. - 5:45 p.m. ET

Information forthcoming

Information forthcoming


Total CPE: 1
Program Level: None

Who Should Attend:

Information forthcoming

Prerequisites:

None required. These overview programs may be appropriate for professionals at all organizational levels.

Advanced Preparation:

None