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Expert Witness Communications with Counsel

 Expert Witness Communications with Counsel
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 15PNOLABV24B
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

This webinar will analyze the far-reaching Canadian decision in Moore v. Getahun, (2014) ONSC 237, Ontario, regarding communications between counsel and expert and the use of draft reports, where the court ruled: “...Counsel’s prior practice of reviewing draft reports should stop. There should be full, written disclosure of any changes to an expert’s report as a result of counsel’s corrections, suggestions, or clarifications...Discussions or meetings between counsel and the expert to review and shape draft reports are not acceptable.”

Learning Objectives

After completing this webinar, attendees will be able to:

- Reiterate the importance of and employ steps to maintain actual and perceived independence and integrity for those who typically provide expert evidence in valuation and related matters, including damages quantification
- Interpret the expert’s role as one who is there to assist and enlighten the court regarding technical issues without any input from counsel other than as regards to factual issues, causation, assumptions, etc.

Who Should Attend

CPAs, attorneys, valuation practitioners


Mr. Richard M. Wise is a partner specializing in business valuation and financial litigation in MNP’s Montréal office. He has more than 40 years’ experience performing valuations for corporate, transactional, litigation and taxation purposes as well as damage quantification, and writes and lectures extensively across Canada and the U.S. having presented more than 200 conference papers and authored more than 150 published articles in both countries.

Mr. Wise was president of The Canadian Institute of Chartered Business Valuators, international governor of the American Society of Appraisers (ASA), technical editor of the Business Valuation column in CA Magazine, and is chair of the ASA Valuation Standards Committee. He has acted as valuation advisor to Justice Canada, the Canada Revenue Agency, Industry Canada, Québec Financial Markets Authority, CRTC, Québec Department of Revenue, Attorney General of Ontario, and Public Trustee of Ontario. He frequently provides expert court testimony across Canada and in the U.S. and is listed and recognized as an Expert Witness in Tax Litigation by Who’s Who Legal (Corporate Tax) 2014.

Mr. Wise served as Special Assistant to the Minister of National Revenue in Ottawa and then partner-in-charge of Business Valuation at an international accounting firm, until he founded Wise, Blackman LLP in 1979, which merged with MNP in 2011. He is principal co-author of the three-volume Guide to Canadian Business Valuations (Carswell Thomson Reuters).

A McGill Commerce graduate, Mr. Wise is a Chartered Professional Accountant (CPA) and was elected a Fellow. He also holds the designations of Investigative and Forensic Accountant (CA•IFA), Chartered Business Valuator (FCBV), Accredited Senior Appraiser (FASA), Fellow of the Royal Institution of Chartered Surveyors (FRICS), Master Certified Business Appraiser (MCBA), Certified Valuation Analyst (CVA), Chartered Arbitrator (C.Arb.), Certified Fraud Examiner (CFE), and is accredited by the American Institute of Certified Public Accountants in Financial Forensics (CFF).

Mr. Wise serves on several boards and committees of professional societies and various charitable organizations and was inducted into the ASA College of Fellows in 2006. In 2012, he was presented the Queen Elizabeth II Diamond Jubilee Medal by the governor general for his 35 years of leadership in the Canadian valuation profession, and in 1992, he was awarded the Canada 125 Commemorative Medal for his contributions to Canada.