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| Expert Witness E-mail Blunders that Can Sink Your Case (2263Q) |
Course CPE: 1 hour
Field(s) of Study: Business Law–1 hr
Program Level: Basic
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.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 26FL0302EWE
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: March 2, 2026
Presenter: Miranda Kishel
Program Description:
Words live forever, especially when they are typed into e-mails during litigation. As an expert witness, your casual Monday morning thoughts could become Thursday’s courtroom exhibit, projected on a screen for all to see. In this course, Miranda Kishel discusses e-mail best practices in forensic accounting and economic damage litigation engagements.
Takeaways
After completing this course, attendees will be able to recognize how expert witnesses' everyday e-mail communications may become discoverable evidence and impact litigation's outcome. They will be able to identify high-risk e-mail behaviors and language that undermine credibility, independence, or admissibility. Attendees will also be equipped to apply practical best practices for drafting, managing, and retaining expert communications in anticipation of discovery and deposition. Finally, they will be able to implement better communication protocols in litigation engagements.
After completing this course, you will be able to:
- Identify why expert witnesses must operate under the assumption that all e-mails they send or receive may be disclosed in litigation or read in deposition
- Identify common types of e-mail communication mistakes that can undermine an expert’s credibility or harm a client’s case
- Recognize how casual language, speculative statements, or unguarded opinions in e-mails can create unwanted legal risk
- Recognize the importance of professional communication protocols for experts working on litigation matters
- Select best practices for document retention and e-mail management to protect expert testimony from discovery pitfalls
- Determine strategies for preparing expert witnesses to communicate clearly and defensibly in written correspondence when litigation is anticipated
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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