Knowing when and how to effectively use financial experts in litigation could be just what your case needs.
The engagement of a financial expert may be crucial to the outcome of a litigation or consulting engagement. Understanding complex financial issues is a daunting task without the appropriate expertise, education, credentials, and experience. This topic provides an overview of how to choose a financial expert, engagements that require a financial expert, how to effectively use a financial expert in a litigation or consulting engagement, and specific considerations related to lost profits matters.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
How to Choose a Financial Expert
- Expertise
- Education
- Credentials
- Experience
- Cost-Benefit
Engagements That Require a Financial Expert
- Complex Damages Issues
- Valuation of Businesses or Specific Assets
- Forensic Accounting/Fraud
- Purchase Price Disputes
- Technical Accounting or Financial Standards
Different Uses of a Financial Expert
- Testifying Expert
- Consulting Expert
- Settlement Strategies
- Arbitrator/Mediator/Neutral
Specific Considerations for Lost Profits Damages
- Methodology
- Assumptions
- Documentation
- Expert Expertise
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 10, 2016.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Joseph W. Lesovitz, CPA/ABV/CFF, CFA, CFE
Citrin Cooperman
- Partner at Citrin Cooperman in the Forensic, Litigation & Valuation Services Group with over 15 years of experience
- Specializes in calculating damages in complex commercial litigation and in providing financial consulting and forensic accounting services to attorneys, public and private corporations, insurance companies, and governmental agencies
- Has been qualified as an expert and presented testimony in depositions and trials in federal court, state court, and arbitrations
- Provided consulting and litigation services for cases involving complex commercial damages, lost profits analysis, intellectual property infringements, business valuations, economic damage calculations, and fraud investigations
- An adjunct professor at the Villanova University School of Law where he currently teaches a course on economic damages and litigation strategy and previously taught a course on accounting and business valuation
- Certified Public Accountant in Pennsylvania, Chartered Financial Analyst, Certified Fraud Examiner, Certified in Financial Forensics, and Accredited in Business Valuation
- M.B.A. degree in accounting, Saint Joseph’s University; B.S. degree in accounting, Villanova University
- Can be contacted at 267-479-0060 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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