| The Expert’s Role in Financial Litigation—Real-World Guidance for Managing the Engagement
Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: Learning activity level that provides a general review of a subject area from a broad perspective
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Business Management & Organization
Shipping Weight: 0lbs. 0oz.
The key factors that experienced litigation consultants consider when they evaluate and undertake a new litigation project are different than other types of engagements. Evaluating conflicts and engagement risk, obtaining the necessary information, interacting with and understanding counsel’s expectations, and knowing how to deal with the unexpected will result in more successful engagements, which, in turn, lead to a thriving practice.
After completing this webinar, attendees will be able to:
- Assess a potential engagement, including potential conflicts, and determine the scope and risk associated with it
- List the best practices for fee arrangement including engagement letter language and retainer policies
- Describe the applicable professional standards and how they apply to litigation engagements
- List best practices for communicating with counsel
- Describe the Daubert challenges—what they are, how they can impact the engagement, and how to avoid them
Who Should Attend
Mr. Howard Zandman is the lead Partner in the Litigation Support and Forensic Accounting Services Team of Aprio, LLP. He has more than 35 years’ experience in forensic accounting, auditing, consulting, taxation, and financial analysis in both industry and the public sector.
A 1973 cum laude graduate of Long Island University, Mr. Zandman is a frequent public speaker and has made presentations for the National Association of Certified Valuators and Analysts™ (NACVA®), ICLE-GA, Georgia Chapter of CFE, PLRB, Southern Loss Association, Georgia Society of CPAs, and the Federation of Defense and Corporate Counsel (FDCC). He has testified as an expert witness, on numerous occasions, in both Federal and state jurisdictions, FINRA hearings, and has served as an appraiser and umpire in alternative dispute resolution forums.
Mr. Zandman is the past chair of NACVA’s NACVA’s Executive Advisory Board and the Education Quality Assurance Board, and is also active on various local community boards. In addition, he regularly presents programs to accounting groups, law firms, the insurance industry, and corporations on various topics, including business damages, punitive damages, business interruption, accounting records and analysis, thefts, financial fraud, property valuation, cooperation between insured and insurer, cyber investigations and electronic discovery.