| Advanced Forensic Report Writing, Trial Exhibits, Scripting, and Depo Matrix
Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Advanced
Prerequisites: Good knowledge of topic and experience in the field.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Shipping Weight: 0lbs. 0oz.
Experts often declare forensic report writing one of the most onerous aspects of our profession. That perception is exacerbated by the lack of report content guidance from the profession.
This session explains how to meet nearly all report requirements [e.g., FRCP 26(a)(2)(B), et al] while balancing “readability” with cost-effectiveness. Several techniques are illustrated as summarized below and several forensic and valuation report examples are provided.
Each attendee receives up to one hour of post-webinar no-charge personal consultation with the instructor in support of implementation. This feature must be accessed within 30 days of completion and is, of course, subject to clearing professional conflict.
- When do you begin writing the report: the end of the assignment, the beginning of the assignment, during the assignment, or…?
- What is the “WPN” (Words, Pictures, Numbers) technique and why is it essential for forensic reports?
- How can “Scripting” serve multiple purposes in addition to forensic reporting?
- What “unknown” forensic report writing tools are embedded within Microsoft® Word?
- How do you know when you are “done” writing the report?
- What purpose does “boilerplate” serve, if any?
- What is forensic lexicology and how can you deploy it for your benefit and against your opponent?
After completing this webinar, attendees will be able to:
- Produce persuasive, technically correct and compliance-oriented reports, whether written or outlined
Who Should Attend
All financial experts expecting to testify in disputes
Darrell D. Dorrell, CPA, MBA, ASA, CVA, CMA, ABV, CFF
Mr. Darrell D. Dorrell is a founding partner of financialforensics®, a boutique forensic accounting practice in Lake Oswego, OR. He practices in civil and criminal matters throughout the US and has served as an expert witness/consultant in 500+/- matters; additional assignments exceed 1,000+/-. They include alter ego, anti-trust, bankruptcy, breach of contract, conspiracy to defraud, conspiracy to commit money laundering, estate/gift taxes, family law, financial forensics, forensic accounting, fraud, fraudulent conveyance/transfer intellectual property, lost profits, money laundering, patent, solvency/insolvency, trademark, trade dress, and trade secrets, among others.
A nationally recognized speaker and author, Mr. Dorrell has delivered more than 100 training sessions on forensic accounting-related topics during the last 5 years. His deliveries span 26 states (including 15 state CPA societies), Puerto Rico and Canada. He has provided training to the Federal Bureau of Investigation (FBI), United States Department of Justice (USDOJ), Securities and Exchange Commission (SEC), American Bar Association, Bankruptcy Bar Association, Oregon Bar Association, Washington Bar Association, American Society of Appraisers (ASA), American Institute of Certified Public Accountants (AICPA), National Association of Certified Valuation Analysts (NACVA), National Association of State Boards of Accountancy (NASBA), Association of Certified Fraud Examiners, Association of Insolvency & Restructuring Advisors, Institute of Management Accountants, International Law Enforcement Auditors Association, SEAK, CPAA International, Inc., AGN, Inc., and Turnaround Management Association.