“If a party’s lawyer cannot understand the testimony of the party’s own expert, the testimony should be withheld from the jury. Evidence unintelligible to the trier or triers of fact has no place in a trial.” (ATA Airlines v. Federal Express)
Attorneys who practice in the areas of business litigation, family law, employment law, intellectual property law, and other areas involving financial issues typically retain CPA’s, valuation experts, and economists to present expert testimony relating to the financial issues. Attorneys who have an understanding of the expert’s work are much better positioned to use the expert’s analysis most effectively throughout the proceeding, craft direct examination that will present the expert to be most credible and persuasive, and to be prepared to strategically cross-examine the opposing expert.
In this half-day workshop, we explore the world of financial experts: CPA’s, damages experts, business valuation experts, and economists. We focus upon the areas of lost profits and business damages, addressing the generally accepted approaches, case law, evidentiary foundation, strengths, weaknesses, and risks. We will also identify key questions for attorneys to ask their own financial experts to facilitate a sufficient understanding of the expert’s analysis and opinions, and an informed perspective of each side’s strengths and weaknesses on the financial issues in the case. The program is interactive and is led by our seasoned faculty that includes CPAs and trial attorneys with extensive experience in the courtroom presentation of financial evidence and financial experts.
Michael G. Kaplan
CPA/ABV/CFF CVA MAFF
Mr. Kaplan has more than 45 years of experience in the areas of forensic accounting, business valuation, and litigation consulting. He is a cofounder the Courtroom Boot Camp and Senior Advisor to Neumeister & Associates, LLP. Mr. Kaplan has rendered services in numerous litigation matters and has qualified to testify in court as an expert witness in approximately 250 matters… Read Full Bio.
Carlton R. Marcyan
JD CPA CFP CDFA
A certified public accountant and financial planner, as well as an attorney, Mr. Marcyan has in-depth experience in financial discovery, analysis, and litigation. Prior to joining Schiller DuCanto & Fleck LLP, he worked for one of the largest international accounting firms and the Internal Revenue Service as a researcher…Read Full Bio.
How Will You Benefit
Upon completion of the program, attendees will be able to
Describe the three basic approaches to lost profits and business damages measurement and the circumstances under which each approach should be used
Utilize the understanding of lost profits damages measurement to facilitate better litigation strategy and to more effectively present and cross-examine the expert witnesses.
Describe the strengths and weaknesses of each of the approaches to lost profits measurement
Identify the foundational evidence required to support a defensible lost profits analysis
Identify the variables that enter into a lost profits calculation
Dates & Registration Information
Registration Fee: $350
- July 7, 2021 Wednesday, 1:00–5:00 p.m. ET
- October 6, 2021 Wednesday, 1:00–5:00 p.m. ET
- December 10, 2021 Friday, 1:00–5:00 p.m. ET
Special pricing is available for multiple attendees from the same firm.
Please contact us for details.
Duration: 4 Hours
This program is approved for 3.5 hours of California Continuing Legal Education credit and qualifies for reciprocity in most states. Please contact us if you have any questions.
Although we currently provide our programs only as Virtual Workshops we anticipate that in person live programs will be introduced at the appropriate time in the future. Please check our website for updates.
Courtroom Boot Camp, LLC
Sharpen your skills