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Expert Discovery Starts With The Engagement Letter

 Expert Discovery Starts With The Engagement Letter
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: Business Valuation background is helpful in understanding the arguments within this presentation.
Delivery Method: Group Internet-Based
CPE Credits: One (1) hour
Fields of Study: Accounting
Item Number: 16PEW0315
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

The focus of this webinar will be on engagement letters in a litigation matter. Whether a consulting expert or a testifying expert, there are specific components of engagement letters which should be addressed in each engagement. The webinar will guide the practitioner through the components and provide examples of language and practice tips for use on their own engagement letters.

Learning Objectives

After completing this webinar, attendees will be able to:

- List the components of an engagement letter
- Explain the most important sections of an engagement letter
- Define the specific right and duties of each party to an engagement letter
- Identify examples to use in their everyday practice

Who Should Attend

Anyone interested in the litigation process or who would like to improve their skills as an expert witness


P. Dermot O'Neill, CPA, ABV, CFF, CVA, MAFF, ABAR
Mr. P. Dermot O'Neill is president of P. Dermot O’Neill, CPA PC and has over 40 years of experience as a Certified Public Accountant. He has concentrated his practice in the areas of forensic accounting and litigation support, business valuation, transaction consulting, financial analysis, and income taxation. He has provided consulting and expert witness assistance in cases involving matrimonial issues, oppressed shareholders, personal injury, wrongful death, accounting malpractice, as well as contract and tort issues. Mr. O'Neill is a CPA and has been awarded the designations ABV (Accredited in Business Valuation) and CFF (Certified in Financial Forensics) by the American Institute of Certified Public Accountants (AICPA). He has been awarded the designations CVA (Certified Valuation Analyst), MAFF™ (Master Analyst in Financial Forensic™) and ABAR (Accredited in Business Appraisal Review) by the National Association of Certified Valuators and Analysts.

Mr. O'Neill is a member of the American and Pennsylvania Institutes of Certified Public Accountants (PICPA), and National Association of Certified Valuators and Analysts. Mr. O'Neill is a committee member of the PICPA Business Valuation Committee, PICPA Forensic and Litigation Services Committee (2007-2008 Annual Conference Chair), National Association of Certified Valuators and Analysts State Chapters Committee, and managing editor of the National Litigation Consultants' Review for which he has written numerous articles. Mr. O'Neill has been an adjunct faculty member at Villanova University as well as a member of the national faculty of the American Institute of Certified Public Accountants (staff training, taxation and staff training, accounting and auditing) and is currently on the adjunct faculty at Rider University Graduate School of Business. He has presented seminars sponsored by the Accounting Institutes and Societies in Pennsylvania, Florida, Georgia, Ohio, Utah, and Texas, as well as seminars for local and state bar associations. He has been a guest lecturer at Lehigh University and Widener University Graduate Schools of Business. He has testified as an expert in Pennsylvania, New Jersey, Delaware, Florida, New York, and Virginia as well as the Chancery Court of Delaware, Federal Bankruptcy Court, and Federal District Court.