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Testimony at Trial: What the Trier of Fact Expects From the Expert

 Testimony at Trial: What the Trier of Fact Expects From the Expert
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of the subject matter.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) hour
Fields of Study: Accounting
Item Number: 16PEW1216
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

In the courtroom, an expert witness is faced with the challenge of explaining complex expert concepts to a judge or jurors who do not share the expert's professional background. During the short time that the expert is on the witness stand, it is very unlikely that the judge or jurors will gain a comprehension of all of the nuances of the expert's discipline. Accordingly, prior to stepping foot into the courtroom, the expert must understand the expectations of the judge and jurors. What do they want to know about the expert's qualifications? What do they want to know about the work that the expert did - his or her methodology, investigation, forensics, due diligence, sufficiency of evidence, assumptions and conclusions? What to the triers-of-fact expect in terms of detailed explanation and at what point to the judge and jurors tune out?

In this webinar we explore the dynamics between the expert witness, the judge, and the jurors with a focus on how an expert should craft his or her testimony in a way that it is best received by the triers-of-fact. We will address communication skills, interpersonal dynamics, and the qualities that support the expert's credibility.

Learning Objectives

After completing this webinar, attendees will be able to:

- Identify the components of an expert's testimony of greatest interest to the judge and jurors
- Describe the communication techniques and approaches that are most persuasive to judges and jurors
- Differentiate between communication among colleagues and communications with lay persons
- List ways that the most effective experts avoid confusing the triers-of-fact
- Describe the most common complaints that judges and jurors have with expert witnesses
- Define strategic approaches to the presentation of expert testimony

Who Should Attend

CPAs, valuation experts, financial forensic experts, financal experts, professionals who serve as expert witnesses, attorneys


Michael Kaplan, CPA, ABV, CFF, CVA, MAFF
Mr. Michael G. Kaplan has more than 40 years of experience in the areas of forensic accounting, business valuation, and litigation consulting. He is principle of Kaplan Forensic Valuation Consultants. Mr. Kaplan is called upon regularly to serve as a forensic expert in litigation matters, including business litigation, professional malpractice matters, fraud and embezzlement, intellectual property, marital dissolution, loss of earnings, employment matters, and partner and shareholder disputes. He has qualified to testify in court as an expert witness in approximately 250 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 lectured to various bar association groups, CPA groups, appraiser groups, and other professional organizations. Mr. Kaplan has also lectured at regional and worldwide conferences of international associations of accounting firms. He has developed and presented continuing education programs in financial and management accounting, economic damages, forensic accounting, business valuation, and the CPA's role in litigation. He has also authored publications in the areas of business valuation, lost profits, litigation practice marketing, valuation practice management, 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 the Consultants’ Training Institute™ (CTI™). He is the recipient of NACVA’s Circle of Light award (the highest distinction awarded to NACVA instructors), Instructor of the Year award, Instructor of Exceptional Distinction awards, and Outstanding Member award.

He is the lead instructor of the Litigation Bootcamp for Financial Experts, Foundations of Financial Forensics, and Expert Witness Bootcamp.