Day 1—Report Writing in Litigation
In this program, attendees will learn effective approaches to writing an expert
report for use in a litigation matter. The course will include a review of the
reporting requirements set forth in the Federal Rules of Civil Procedure and
reporting requirements of other jurisdictions. The course will also focus upon
drafting of reports with an emphasis upon content, language, and supporting
evidence and exhibits.

Upon completion of this program, attendees will be able to:

• List the reporting requirements set forth in Federal Rules of Civil
  Procedure 26(a)2(B)
• Identify the components of an effective expert report
• Explain the strengths, weaknesses, and risks of alternative report styles
• Identify the risks of a substandard report
• Explain the differences between a report used for tax or transactional
  purposes and a report appropriate for the litigation process
• Describe the manner in which foundational evidence is incorporated into
  an expert report
• Explain the reasons that expert reports are often inadmissible as evidence
  in court
• Draft a well-prepared report

Program Level: Intermediate

CPE: Specialized Knowledge & Applications - 8 Hours

Day 2—Deposition Skills
This program focuses upon the strategic and communication skills employed
by the most effective experts during deposition. Attendees will learn the varied
strategies, approaches, and tricks employed by counsel when preparing for and
taking expert depositions and how the expert should appropriately respond.
Each participant will serve as an expert in a deposition and will be coached and
guided by members of our faculty of trial lawyers and seasoned experts.

Upon completion of this program attendees will be able to:

• Explain the strategic approaches employed by counsel in expert depositions
• Deliver truthful and effective deposition testimony
• Identify ways to maintain maximum post-deposition flexibility
  throughout a legal proceeding
• Avoid common traps set by opposing counsel
• Explain ways that counsel telegraphs trial strategies during deposition
• Distinguish between deposition testimony and trial testimony
• Identify ways to use information gained during deposition in
  preparation for trial

Program Level: Intermediate

CPE: Specialized Knowledge & Applications - 8 Hours

Day 3: Communication in the Courtroom: Persuasion, Bias, and Advocacy

Effective forensic experts possess excellent communication skills. Because the culmination of any litigation engagement typically involves testimony before a judge or jury, forensic experts must be clear and convincing as they communicate their findings and opinions. In this program attendees will learn how judges and juries perceive and evaluate expert witnesses and proven approaches to persuasive presentation in the courtroom. All participants will be coached and guided by a member of our faculty of nationally recognized experts, consultants, and attorneys as they prepare and present their testimony.

Upon completion of this program, attendees will be able to:

• Explain complex financial concepts to jurors and other non-experts
• Recognize and respond to juror biases in evaluating expert testimony
• Formulate persuasive direct testimony
• Apply proven communication strategies in the courtroom
• Withstand grueling cross-examination

Program Level: Intermediate

CPE: Specialized Knowledge & Applications - 8 Hours

CPAs, valuation experts, economists, and other financial professionals who render services designed to assist in the resolution of legal disputes involving financial matters.

Please call Member Services at (800) 677-2009 for dates and locations.

Package Pricing
(Before early registration discounts.)...........Non-Member.............Member
Three-day Workshop...................................................$1,950..................$1,755
Individual Days...............................................$650.....................$585
 

REGISTER NOW! To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com or call Member Services: (800) 677-2009. Click here for the Registration Form to print and fax (PDF).

There is no charge to re-schedule training. Cancellations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund.
A $100 administration fee will be charged for three or more day’s registration at a Consultants’ Training Institute and $50 for all other seminar registrations.
Cancellations received less than two weeks prior to the first day of the scheduled event will be issued, upon request, a credit which may be used toward a Consultants’ Training Institute seminar, conference, self-study course, software, or product sold by NACVA.

For information regarding administrative policies such as complaints and refunds, call our director of Member Services: (801) 486-0600.

Refund Policy for Airfare

Delivery Method	Group-Live
Program Level	Intermediate
Advanced Preparation	None
Prerequisites	None
Fields of Study	Specialized Knowledge and Applications	24
Total CPE Hours		24

For more information regarding CPE, Program Levels and Fields of Study please click here.

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.