Financial Litigation Expert Boot Camp
Co-Sponsored by the National Association of Certified Valuators and Analysts® and Courtroom Boot Camp
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Program Description |
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How You Will Benefit |
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Instructor Team | ||
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What You Will Cover |
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Schedule, Pricing and CPE | ||
The Most Comprehensive Three-Day Workshop for ALL Financial and Valuation Professionals
The Financial Litigation Expert Boot Camp is an intensive multi-day program designed to develop and enhance your ability to make you a better all-around advisor to the attorney who hires you, along with preparing you to be a star performer as an expert witness should the case end up in court.
This program is not an esoteric exercise, but a “hands-on” learning experience guaranteed to build up your skills providing you confidence and know-how in the legal battlefield, becoming the attorney’s most looked to financial litigation advisor.
deliver persuasive and defendable valuations than any other course you will ever attend.
NACVA CEO
The program begins with a general discussion about the law and procedure. Next, a wide array of skills are developed and honed with the help of instructors and participating attorneys, sharing their experience and wisdom, and through real-world examples. These range from interacting and advising the attorney on the best strategies from a financial standpoint for settling the case, all the way through the deposition, creating impactful exhibits, and possible trial.
You will learn how to dissect and critique the opposing expert’s opinions and reports, and working with counsel to prepare for the opposing expert’s deposition. And if settling prior to trial fails, you will be ready for a flawless performance. You will be coached and guided by faculty who are seasoned experts, communications specialists, and litigation attorneys. The program culminates on day three with a mock trial in which willing attendees will have the opportunity to testify and receive constructive critiques from the faculty getting you as close to a real-life experience as possible.
In the end, you will learn the art of providing superior litigation support to attorneys, and if called upon, masterfully delivering persuasive direct testimony and able to withstand grueling cross-examination.
lot of live training in my career and what Michael Kaplan and his team provided was
in a class of its own.
This course qualifies for bonus points toward NACVA Credentialed member recertification, in addition to course CPE. Registrants after September 1, 2024 will receive bonus points and tri-annual recertification fee waivers based on the updated policy effective July 1, 2024. Learn more here.How You Will Benefit
- Explain your positions clearly, confidently, and persuasively
- Operate capably within the rules and laws that apply
- Prepare properly to avoid getting boxed in a corner
- Identify and effectively respond to the strategy and tactics of opposing counsel
- Recognize and capitalize on the mistakes of opposing experts
- Analyze the nuances of each case making you the attorney’s most valued advisor
- Apply compelling and persuasive testimony at deposition and trial, should the case end up there
Great presentation; four years of law school in the first day.
Attendee
Throughout this three-day Boot Camp, you will learn how to:
- Be an invaluable advisor to the hiring attorney
- Apply the rules of discovery/evidence
- Interface appropriately and articulately with retaining and opposing counsel
- Deliver clear and concise communications and reports
- Anticipate the tactics of opposing counsel and be prepared with effective responses
- Implement the legal and courtroom protocol as relates to expert witnesses
- Respond to motions to exclude your expert testimony
- Apply and explain the relevant and applicable professional standards
It was never a dull moment in class, and I learned a great deal during the course of three days. The
class culminated in a mock trial setting with cross examinations which were brilliantly played out and
invaluable to our learning process.
The Dynamics of Being a Litigation Expert Before and During Trial
As a litigation expert, it is imperative that you know how to avoid the unnecessary “landmines” that can creep into an expert’s report as these are a poor reflection on you and can undermine your credibility. You must be able to present clear, persuasive, and effective positions that attorneys, judges, and juries can understand, and paint a picture that will be imprinted on their minds. The final polish of a well-prepared financial litigation expert is you need to be able to calmly and measuredly manage a rigorous cross-examination if you find yourself on the witness stand, and intelligently counter the opinions of the opposing expert. These are powerful traits that all attorneys are looking for and traits that you will take with you after attending this training.
An outstanding instructor who always encouraged questions and made one feel one hundred
percent comfortable in the class, although many of us had very little experience in this field. It
was so valuable to learn from someone with such a depth of knowledge, genuine care for his
students and a pace that kept everyone engaged.
Professionals in all disciplines who serve as or plan to serve as a litigation advisor to the legal community wherever financial issues are concerned. This includes: financial experts, attorneys, insurance professionals, real estate appraisers, business valuators, accountants, construction consultants, and other experts who wish to hone their skills as a trusted and desired advisor to the legal community.
Excellent Instructors. Possibly the most knowledgeable and best presentation of any program I have attended.
Attendee
About the Instructor Team
Michael G. Kaplan
Mr. Kaplan has more than 47 years of experience in the areas of forensic accounting, business valuation, and litigation consulting. He has rendered services in many hundreds of litigation matters, including business litigation, professional malpractice matters, fraud and embezzlement, intellectual property, martial dissolution, loss of earnings, employment matters, and partner shareholder disputes. He has qualified to testify in court as an expert witness in approximately 300 matters. Mr. Kaplan has also served as a court appointed expert and accounting referee.
Mr. Kaplan is actively involved in the educational field. He has served on the faculty of the Marshall School of Business and Leventhal School of Accounting at the University of Southern California. He has developed and presented continuing education programs for CPAs, valuation and financial forensics experts, attorneys, and judges. His programs cover the areas of financial and management accounting, economic damages, forensic accounting, business valuation, professional standards, and expert testimony.
Mr. Kaplan is a principal member of the training development team of the National Association of Certified Valuators and Analysts (NACVA) and served as president of NACVA’s Financial Forensics Institute. Mr. Kaplan is the recipient of NACVA’s 2017 Magna Cum Laude Award and 1997 Circle of Light Award.
My vision for this course—to create and deliver an educational experience that simulates, from
beginning to end, the real-world dynamics experienced by one who serves as a forensic expert—has
now become a reality due to the experience and skills of our training team.
Michael Kaplan
Jeff D. Diamond
Mr. Diamond, Attorney at Law, is an active member of both the State Bars of Georgia and California, having relocated to Atlanta from Los Angeles in 2007. He has 45 plus years of experience as a practicing litigation attorney, specializing in insurance law and related matters, with extensive experience as both a trial and appellate lawyer. During his career, he has represented both insurance companies and policyholders. He has been recognized by the prestigious legal publication Martindale-Hubble as an “AV” rated attorney, the highest rating that this publisher awards to those lawyers who exhibit preeminent legal ability and professional ethics. In addition, he has been continuously recognized as a Georgia Super Lawyer since 2013. Amongst his varied professional activities, Mr. Diamond serves as an Adjunct Professor of Insurance Law at both Georgia State University College of Law and Atlanta’s John Martial Law School, and has also served annually on the faculty in the widely recognized Kessler-Eldsor Trial Techniques Program at Emory Law School. As a NACVA faculty member since 2008, Mr. Diamond is known for his enthusiastic, entertaining, and dynamic teaching style.
Carlton R. Marcyan
Mr. Marcyan began his 40 plus year career with PricewaterhouseCoopers as an auditor and tax specialist, and in 1983 was on the ground floor of a new divorce firm in Chicago, Schiller DuCanto & Fleck, LLP. There, he began as an associate attorney and ultimately elevated to the firm’s executive committee chair and managing partner, and was instrumental in expanding the firm to the largest law firm in the country specializing exclusively in matrimonial law.
He is well known nationally for his expertise in matrimonial law and proficiency in all conflict resolution methods, including trials, mediation, and collaborative process. He earned not only a law degree and Certified Public Accountant certificate but earned a Master’s Degree in Business Administration and Master of Arts Degree in Conflict Resolution. Mr. Marcyan is also a Certified Financial Planner. As a frequent lecturer before various international, national, state, and local bar associations, Mr. Marcyan is eager to share his unique expertise with other professionals.
Mr. Marcyan is frequently recognized for his expertise. He has been listed in Best Lawyers of America since 2005, named a Leading Lawyer by the Law Bulletin Publishing Company since its inception two decades ago, selected an Illinois Super Lawyer every year from 2005 onward, and honored by US News & World Report Best Lawyers in America as the 2012 Chicago Family Law "Lawyer of the Year". And in 2020, 2018, 2014, and 2011, he was recognized as Chicago Collaborative Law "Lawyer of the Year." Mr. Marcyan is a fellow of the American Academy of Matrimonial Lawyers as well as the International Academy of Family Lawyers and a member of the American Bar Association, Illinois State Bar Association, Lake County Bar Association, American Institute of Certified Public Accountants, Illinois Society of Certified Public Accountants, and numerous other professional groups.
| Course Schedule |
Early Registration Discounts and Deadlines |
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| 2024 Dates | Time | 10% | 5% | |||
| October 16–18, 2024 |
In-Person: Salt Lake City, UT Wednesday–Friday, 8:30 a.m.– 5:00 p.m. MT |
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8/31/2024 | 9/30/2024 | ||
| December 9–11, 2024 |
In-Person: |
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10/31/2024 | 11/30/2024 | ||
| 2025 Dates | ||||||
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July 30– August 1, 2025 |
In-Person: Salt Lake City, UT Wednesday–Friday, 8:30 a.m.– 5:00 p.m. MT |
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5/31/2025 | 6/30/2025 | ||
| October 15–17, 2025 |
Virtual: Wednesday–Friday, 8:30 a.m.– 5:00 p.m. PT |
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8/31/2025 | 9/30/2025 | ||
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