Tools and Strategies for Leading, Planning, and Executing Forensic Accounting Engagements

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®) 

	Program Description		Who Should Attend
	How You Will Benefit		Schedule

Program Description
This session offers forensic accountants who are engaged as litigation consultants and expert witnesses a guide to effectively manage engagements from the moment documents are received to preparing workpapers to the final report to testimony. This presentation is tailored to forensic accountants actively involved in litigation consulting and expert witness services. It offers a comprehensive and practical guide on how to manage engagements effectively throughout the entire lifecycle, starting with the initial receipt of documents and extending all the way to workpaper preparation, reporting, and expert testimony. During this session, we will discuss strategies for document handling, workpaper management, communication with counsel, and reporting. Additionally, we will discuss technologies used to streamline these processes, enhancing overall efficiency and effectiveness.

How You Will Benefit
After completing this course, attendees will be able to:

• Apply techniques to effectively receive, organize, and manage documents from legal counsel
• Apply strategies in workpaper preparation, including documentation of methodologies, assumptions, and data sources
• Establish clear lines of communication with attorneys, improving the overall engagement efficiency

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.    Business Management and Organization 1 Total CPE Hours   1

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.