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Trial Preparation: Direct Examination

 Trial Preparation: Direct Examination
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of the subject matter.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) hour
Fields of Study: Accounting
Item Number: 16PEW1214
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar will address two key aspects of direct examination for the financial expert: preparation and presentation. Time will be spent on effective preparation including forming "the story," coordinating with counsel, and assuring that a layman can grasp and own the financial theories and your story. Secondly, we will talk about the objectives, demeanor, and communication skills necessary to be effective and helpful in direct examination. The webinar is designed to increase comfort with the process of direct testimony and to provide direction for further development of the skills necessary to be successful.

Learning Objectives

After completing this webinar, attendees will be able to:

- Recognize the imperative to be persuasive and compelling in direct examination
- Illustrate the need to develop a pre-trial routine
- Produce case themes that drive how the story is told
- Identify presentation principles and "rules" to keep in mind during direct testimony
- Interpret and minimize the fear and mystique of trial testimony
- Use tools and resources to further develop communication skills

Who Should Attend

Financial experts who either have, or will, be testifying before judges, juries, and arbitrators


Chris Hamilton, CPA, CFE, CVA
Mr. Chris Hamilton is a principal of Arxis Financial, Inc., Arxis Technology, Inc., and Arxis Wealth Management, LLC.

These firms are involved in tax and accounting consulting, business valuation, litigation consulting, technology consulting, and financial planning/asset management. The firms are located in Simi Valley, California, with satellite offices in Orange County, California; Phoenix, Arizona; and Chicago, Illinois. Mr. Hamilton is a Certified Public Accountant, Certified Fraud Examiner, and a Certified Valuation Analyst®. Most of his professional time is spent in the areas of business valuation, forensic accounting, and litigation related engagements. He has served as an expert in civil, criminal, probate, and family court matters.

Mr. Hamilton has presented courses at national conferences, training institutes, and seminars around the country. He is regularly asked by civic and business groups to speak on a variety of topics related to his experience and expertise. He is
a past recipient of the National Association of Certified Valuators and Analysts™ (NACVA®) Circle of Light award for teaching excellence.

Mr. Hamilton has published valuation related articles in several publications including The Forensic Examiner; Los Angeles Lawyer; The Value Examiner®; Valuation Strategies; and the Journal of Forensic Accounting. Additionally, he wrote the course material for NACVA titled: Capitalization/Discount Rates: Assessing the Alternatives and Advanced Case Law Update, and has co-authored several courses for NACVA. Mr. Hamilton is also the co-author of Financial
Valuation—Application and Models