Expert Witness Bootcamp
Co-Sponsored by the National Association of Certified Valuators and
Analysts™, the Financial Forensics Institute™, and the American
Institute for Expert Witness Education
Program
Content
Develop and enhance your skills as an expert
witness or consulting expert in litigation.
EachExpert
Witness Bootcampattendee
will participate as a testifying and consulting expert in a trial
involving financial testimony. Attendees will learn the art of
delivering effective testimony and how to withstand grueling cross
examination. As consulting experts, program attendees will learn how to
dissect and critique the reports and opinions of the testifying experts
and how to prepare counsel for the expert segments of trial. Each
attendee will be coached and guided by members of our faculty of
seasoned experts and trial attorneys. The Bootcamp culminates in a
courtroom setting during which each program attendee, as a testifying
expert, presents and defends his or her own expert opinions on the
witness stand.
Details
Day 1: The Dynamics of Expert
Witnessing—Professional Standards, Expert Reports, and Strategic
Planning
Topics covered during the morning include the dynamics of
serving as an expert, interfacing with counsel, professional
standards for experts, expert reports, motions to exclude
experts, understanding the difference between deposition
testimony and trial testimony, strategies of counsel in
deposition and trial, and strategies and tactics of effective
expert witnesses. Afternoon topics include deposition
preparation, depositions of program attendees, and critique of
testimony.
After completing this course, attendees will be able to:
Implement the legal and courtroom protocol for expert
witnesses
Apply the rules of discovery and evidence as they relate
to experts
Interface appropriately with retaining and opposing
counsel
Deliver effective deposition testimony
Describe the tactics used by opposing counsel at
deposition and respond effectively
Anticipate and respond to motions in limine to exclude
expert testimony
Days 2 and3: The Dynamics of
Trial—Direct and Cross Examination
Topics addressed include completion of depositions of attendees,
trial preparation and testimony, and critique of testimony. In
addition, the Day 2 and 3 courses include one-on-one coaching of
attendees by instructors and guidance on further development of
each attendee’s expert skills.
After completing this course, attendees will be able to:
Present clear, persuasive, and effective direct testimony
Survive grueling cross-examination
Communicate effectively with judges and jurors
Paint a picture in the mind’s eye of the judge and jury
Respond to the opinions of the opposing expert
Avoid unnecessary “landmines” in the expert’s report and
file
Avoid the mistakes of inexperienced experts
Who Should Attend
Professionals in all disciplines who serve as or plan to serve
as expert witnesses. Financial experts, doctors, attorneys,
insurance professionals, real estate brokers, valuation and
appraisal experts, accountants, engineers, scientists,
vocational experts, construction experts, educators,
psychologists, and other experts who wish to hone their skills
as expert witnesses will find this program to be a most valuable
experience.
Faculty
The Expert Witness Bootcamp is taught by
Michael Kaplan, CPA, ABV, CVA, CFFA, and Jeffrey D. Diamond, JD,
as well as both trial attorneys and seasoned financial experts.
The combined experience of the Bootcamp faculty spans more than
300 trials.
Where and When
2013 Dates
Location
Early Registration
Discounts and Deadlines
10%
5%
September 19–21
Atlanta, GA
6/30
7/31
October 24–26
San Diego, CA
8/31
9/30
January
30–February 1, 2014
Scottsdale, AZ
11/30
12/31
This course
requires a laptop. In-house training is available with
minimum attendance. Contact CTI’s Education Director at
(800) 677-2009 to inquire.
To register: print, complete, and mail or
fax (801-486-7500) the Registration Form to the Consultants’
Training Institute (c/o NACVA); or complete the Registration
Form and e-mail to
info@theCTI.com; or call Member Services: (800) 677-2009.
Click here for the Registration Form.
Cancellation Policy
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 (and no-shows) 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. There are no exceptions to this policy.
For information regarding administrative policies such as
complaints and refunds, call our director of Member Services:
(801) 486-0600.
There will be some advanced preparation work with this
course.
Prerequisites
Previous training
or research on subject matter being taught for MAFF
credential criteria.
Fields
of Study
Communications
12
Specialized
Knowledge and Applications
12
Total
CPE Hours
24
For more information regarding CPE, Program Levels and Fields of
Study please
click here.
NASBA Sponsorship
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.