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Advancing the Business Valuation & Financial Forensics Disciplines
Program

Matrimonial 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.

Each attendee in the Matrimonial Expert Witness Bootcamp three-day program will participate as a testifying and consulting expert in a trial involving family law issues.  Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination.  Attendees will learn how to dissect and critique the reports and opinions of opposing experts and how to prepare counsel for the expert segments of trial.  Each attendee will be coached and guided by members of the faculty of seasoned experts and trial attorneys.  The Bootcamp culminates in a courtroom setting during which each 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 Matrimonial 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.

Click here for a list of hotel locations, room rates and reservation information.
Pricing
2013 Pricing (Before Early Registration Discount) Non-Member Member
Three-day Bootcamp $1,950 $1,755
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 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.

Refund Policy for Airfare
CPE Hours
Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation 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.
 

 

 

 

 

Registration Form

Requirements

Application/Waiver


Related Training

Litigation Bootcamp for Financial Experts
 

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