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Webcasts
Communications in Litigation and Dispute Services - FVS Practice Aid Overview
NASBA FIELD OF STUDY
Accounting
LEVEL
Basic
CPE CREDITS
Audio Webcast: 3.0
Join this webcast to explore the recently released Forensic and Valuation Services practice aid, "Communicating in Litigation and Dispute Services."

FVS section members and ABV/CFF credential holders attend free

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

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If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
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Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

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Product details

Who Will Benefit?

  • Practitioners engaged in litigation or dispute service engagements, including those serving as or supporting expert witnesses, and those new to the field of litigation and dispute resolution services

Key Topics

  • Pre-engagement communications
  • Retention and planning communications
  • Ongoing engagement communications
  • Preparing a written expert witness report
  • Consulting expert communications and reports
  • Communications for serving as a neutral
  • Family law communications
  • Communications for white-collar crime and criminal litigation
  • Communications for Alternative Dispute Resolution (ADR)

Learning Objectives

  • Identify practices for effective practitioner communications.
  • Recall the purpose, form, and type of expected communications for differing practitioner roles and engagements.
  • Recognize issues and risks associated with practitioner communications.
  • Recognize adverse party discovery considerations related to practitioner communications.

This webcast will discuss the recently released Forensic and Valuation Services practice aid, "Communications in Litigation and Dispute Services." This practice aid addresses considerations for effective practitioner communications in litigation and dispute services engagements by detailing the purpose, form and type of expected communications for differing practitioner roles and engagements.

Additionally, this practice aid identifies possible issues and risks associated with practitioner communications and adverse party discovery considerations. The practice aid and this webcast will identify communication practices and considerations during all stages of a litigation and dispute services engagement from pre-engagement through issuance of reports and beyond.

Included in: Annual Webcast Pass

Get year-round unrestricted access to this and more than 500 webcasts featuring top experts, regulators and agency representatives discussing topics of importance to you. Learn more...


FAQs

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Pop-up blockers are software programs that stop windows from opening automatically. These windows often feature advertisements that can be an annoyance while browsing the internet.

While this is normally a desired result, some software utilizes the additional windows to deliver key functionality. Our webcasts utilize pop-ups to automatically open your presentation, attendance checks and slides in a new window. If your pop-up blockers are enabled, it will prevent you from being able to view the event and the attendance checks automatically.

It is very common to have multiple pop-up blockers operating at the same time; some you may not be aware of. You can locate most pop-up blockers in either the system tray (lower right hand corner of your screen but the clock) or as a toolbar (in IE and Firefox click on "View" then "Toolbars" to activate or deactivate toolbars).

Common toolbars such as Google and Yahoo Companion have built in pop-up blockers that you may need to disable. Also, if you are running personal firewall software such as Norton's Internet Security or Zonealarm, they will also block pop-ups.

If you are running personal firewall software and cannot view the event, please contact your internal IT department or the manufacturer of your firewall software for assistance in disabling pop-up blocking.

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If you opted for the CPE version of the webcast, then: YES. After the webcast is completed and you have selected all of the qualifying attendance checks, you will have the ability to print/download your CPE certificate. There are a number of ways to access your certificate.

  • At the end of the event, while still logged in, you can click the CPE icon at the bottom of the event player, which will launch a pop-up window containing your certificate.
  • If you do not click the CPE icon while in the presentation, you will have subsequent opportunities to download and print it. A post event email will be sent to the email address the event was registered under with a direct link to your certificate, as well as, access to the archive where you can again click the CPE icon.
  • If you have an AICPA/CPA.com store ID, you will also be able to access your certificate from your My Accounts section. If you opted for the NO CPE version of the webcast, then you will not be able to receive a certificate of completion.

NOTE: If you attended the CPE eligible webcast event, but did not click all the required attendance checks, qualifying you for CPE credit, you will NOT be able to use the archive of the event to then qualify for CPE. As a reminder CPE credit cannot be given for watching the archived version of the webcast due to NASBA guidelines.


Yes. All registrants of our webcasts get access to the archive after the event is over. The archive is typically available 24 hours after the event ends and online for 3 months. The same link you receive for accessing the live event can be used for accessing the archive. CPE credit will only be given if you attend the original, live webcast. Credit cannot be given for watching the archive version of any AICPA webcast, due to the National Association of State Boards of Accountancy (NASBA) guidelines issued for CPE.

When the FAQs in the presentation resource list don't resolve your issue, we ask that you contact us immediately for further assistance using the Q&A function in the presentation or one of the following:

  • Service Center by telephone – 1.888.777.7077
  • Service Center by email – service@aicpa.org
  • Due to varying email volume and processing times, we recommend attempting to contact us by telephone first if you are contacting us on the same day as your event.
  • If available, the following information can be very helpful to us when troubleshooting your issue.
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Participation in a live webcast is considered group-study. Credit is based on the scheduled length of the live program, with one 50-minute period equal to one CPE credit. Most webcast are scheduled for 100 minutes or two CPE credits.

You can find more information on the following AICPA Store web page: Important Information on Your CPE Credit.

Yes, you can log in during any portion of the webcast. Please note, however if you do not respond to the required amount of attendance checks, which are randomly distributed throughout the event, you will not qualify to receive your CPE certificate.

You may substitute your registration with another webcast of equal or lesser value if the request is received up to a day prior to the webcast. Refunds, less 50 percent administrative fee, will be issued if cancellation requests are received up to a day prior to webcast. No refunds or substitutions will be issued if cancellation requests are received during the webcast or after the webcast completion. For further information, call the AICPA Service Center at 888-777-7077 or send an email to service@aicpa.org.

Group Access

When a multi-seat group purchase is made, participants will all sit in one room and watch the course together.

After the group purchase is made, the purchaser will receive an email which provides them a direct link to the course. They should use this direct link to access the course.

For those participants sitting together as a group, using a single computer, the person who makes the PURCHASE must be the person logged into the event in order for everyone to receive CPE credit. As the attendance checks are presented on the screen the person logged in must answer them. If all the required checks have been met at the end of the event, the person logged in will click the CPE icon and a form will be provided, so that they can enter each participant who was sitting in the room with them. Once the form is fill out with all the users names/email addresses, then all certificates will be generated for saving/printing.

So what does this mean for my CPE certificate?

If you attended in a group, then the person who is logged in is responsible for responding to the attendance checks. After the event is over and the person logged in selects the CPE icon, they will be required to fill in the name, email and STORE ID of each person sitting in the room. This is why those individuals must have previously registered. Without a valid store ID, the attendee will NOT be able to access their CPE certificate from the MY ACCOUNT option after the event.

Ratings and reviews
Speaker bio

Travis Armstrong

Travis Armstrong is a partner in the Forensic and Financial Consulting Services Group at Hemming Morse. He assists clients on cases in the areas of securities litigation, economic damages and the Foreign Corrupt Practices Act (FCPA), in addition to performing forensic accounting and fraud investigations for a range of businesses and nonprofits. Travis is a current member of the AICPA’s Forensic and Litigation Services (FLS) Committee and chair of the Litigation Process Task Force.

Marie Ebersbacher

Marie Ebersbacher is with CBIZ MHM, LLC and has served as the firm's Forensic & Financial Services National Practice Leader since 2010. Marie's practice primarily involves high net-worth marital estate dissolutions, including multi-year and multi-account complex tracings, apportionment analyses, and business valuations.

Christopher Ekimoff

Christopher Ekimoff is a Director and the Southeast Region Leader in the Financial Investigations & Dispute Services Group of RSM US LLP. Chris has significant experience providing litigation consulting and forensic accounting services, including performing internal investigations, applying and evaluating financial reporting methods, responding to allegations of accounting and auditing malpractice, and other complex financial and accounting issues.

Shannon Farr
CPA/ABV/CFF

Shannon is Director of Valuation Services for Decosimo's advisory practice focused on valuation, litigation support and transaction advisory. A CPA/ABV/CFF with more than 20 years of experience, she concentrates her practice in healthcare valuation while overseeing the group's valuations of all types of a diverse set of clients. Shannon's business valuation expertise is utilized in connection with marital dissolutions, purchase and sale transactions, healthcare regulatory, federal estate and gift tax determinations, strategic planning and shareholder disputes and settlements.

Adam Lang

Adam J. Lang, CPA, CFF, CFE, CVA is a Senior Manager, Forensic, Advisory & Valuation Services at Kaufman Rossin & Co.  He performs a variety of litigation support and consulting services for clients. He specializes in complex receivership engagements involving securities and bankruptcy fraud, economic damage and lost profit calculations, and shareholder disputes.

Rumbi Bwerinofa-Petrozzello

Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE, is the Principal of Forensic Accounting firm, Rock Forensics, LLC, and the Editor of Figuring Financial Forensics, at thefstudent.com. She has served on the AICPA's Forensic & Litigation Services Committee and is currently on the AICPA Fraud Task Force and AICPA Communications in Litigation & Dispute Services Task Force.

Bradley Preber

Brad J. Preber, CPA, CFF, CFE, CCA, CGMA is Chairman of the Board of Grant Thornton LLP (US). Brad is also the National Managing Partner for Business Risk Services ("BRS"). BRS includes Forensic Advisory Services (Anti-Corruption, Fraud Investigation, Litigation and Dispute Resolution, and Forensic Technology services (i.e., eDiscovery, eForensics and data analytics); Risk Advisory Services (Governance, Risk and Compliance, and Cybersecurity); Special Attestation Services and Data Analytics. He also serves as the Managing Partner for the Phoenix Office.

James Feldman

James Feldman, MBA, CPA/CFF/ABV is with Robbins Geller Rudman & Dowd LLP. He has performed forensic accounting investigations for some of the world's largest corporate fraud cases, including Enron, AOL-Time Warner, HealthSouth, and UnitedHealth, helping to recover billions of dollars for investors. He has successfully collaborated with many investigative organizations, including the FBI; the Philadelphia District Attorney's Office; the IRS Criminal Investigation Division; and the Office of the Inspector General (U.S. Department of Labor), Division of Labor Racketeering.

Eric Lee

Eric Lee is a Principal with Keegan, Linscott & Kenon, PC and the Phoenix practice leader in the consulting services group. He serves in the testifying expert and consulting expert roles in litigation, forensic accounting, fraud and investigation services, and criminal matters both in the United States and internationally. He is a Certified Fraud Examiner and a Certified Insolvency and Restructuring Advisor. Eric has prepared expert reports, affidavits and disclosures and testified/presented as an expert in Federal, State and Tribal jurisdictions.

Howard Berkowitz

Howard Berkowitz is an Associate Director at Berkeley Research Group who specializes in providing litigation consulting and financial investigation services in matters involving white collar crime, financial and regulatory misconduct, accounting irregularities, fraudulent conveyances, and economic damages. Howard has experience conducting cross-border investigations and supporting multi-jurisdictional litigation across the US, Europe, the Middle East, and Asia Pacific.

Michael Braverman

Michael Braverman is a Partner, Financial Investigations and Dispute Advisory Services, with RSM US LLP. He has more than 30 years of experience providing litigation expert and consulting services, arbitration, auditing, complex accounting and merger and acquisition advisory services. Mike focuses on financial statement fraud and investigations, SEC, DOJ and other regulatory enforcement actions, complex commercial litigation, purchase price and post-acquisition disputes, accounting and auditor malpractice, and financial statement restatements.

David Duffus

David is a partner on Baker Tilly's Forensic, Litigation and Valuation services team. With over 25 years' experience, David specializes in applying forensic accounting techniques in damage analyses and valuations. Additionally, David provides services related to fraud and forensic investigations. David regularly works with organizations within the following industries: manufacturing, financial services, insurance, healthcare, higher education, real estate and construction.

Jeffrey Klein

Jeffrey A. Klein is a principal in the Forensic and Financial Consulting Services Group at Hemming Morse, LLP. In this position, Mr. Klein focuses on the application of financial, economic, and accounting principles to issues typically arising in complex business litigation. His work includes analyzing damages issues in matters involving allegations of breach of contract, breach of fiduciary duty, fraud, and intellectual property disputes, among others. Additionally, Mr. Klein has worked on numerous matters involving complex accounting, forensic investigations, and valuation issues. He is an active member of the AICPA AICPA Forensic & Litigation Services Damages Task Force, contributing to recent practice aids authored by the task force and its members.

Scott Bouchner

Scott Bouchner has more than 25 years of experience in business valuation, litigation support and management consulting. During his varied career he has been involved with damage analysis, securities litigation and business and family dispute resolutions.

A frequent expert witness in state and federal courts, Bouchner also performs due diligence for mergers and acquisitions, and provides strategic business consulting services.

Cynthia Tregillis

Cynthia Tregillis is the Deputy General Counsel of Contracts, Products and Intellectual Property for Western Digital Corporation, which is an industry-leading provider of storage technologies and solutions that markets its products under the G-Technology, HGST, SanDisk, Tegile, Upthere, and WD brands to OEMS, distributors, resellers, cloud infrastructure providers and consumers. Ms. Tregillis currently manages the Legal Department's teams that have responsibility over commercial transactions and business support, product development and marketing, and intellectual property. Her team is located in the United States, Europe, Israel, Japan, China, Thailand, Singapore, and Malaysia.

Cynthia Tregillis

Jeffrey N. Press is a Director in the Financial Advisory Services Group. He has nearly 15 years of experience providing forensic accounting services, including expert testimony. Jeff's focus is on litigation consulting and forensic accounting investigations, and he works with attorneys, public and private companies, and individuals. His consulting and forensic accounting matters have encompassed a wide array of matters involving economic damages in complex commercial disputes, intellectual property infringements, shareholder disputes, and investigations of financial fraud.

Drew Voth

As a Senior Director in Alvarez and Marsal's valuation and litigation support practice, Mr. Voth brings 27 years of experience in accounting, finance, valuation, economics and statistics to bear on earnings evaluations, damages studies, investigations, valuations, and other areas. He has testified in a variety of matters including intellectual property infringement, class action, breach of contract, and individual damage matters. Notable engagements include: prevailing testimony in the oft-cited copyright infringement indirect damages matter Mackie v. Reiser, 296 F.3d 909 (9th Cir. 2002); a no-damage ruling in an underlying patent infringement legal malpractice claim in excess of a billion dollars; and multimillion-dollar jury verdicts in various matters including breach of contract and theft of trade secret matters.

Greg Regan

Mr. Regan is a Partner at Hemming Morse, LLP in San Francisco. He has testified numerous times in federal and state courts as well as in arbitrations regarding economic damages. Greg has served on the AICPA Forensic and Valuation Services Executive Committee and Forensic & Litigation Services Committee. Greg is currently a member of the AICPA FVC Planning Committee an active member of the Economic Damages Task Force and Chair of CalCPA's Forensic Services Section. Right now, Greg is working on a refresh of the Lost Profits Practice Aid.

Christian Tregillis

Christian Tregillis is a partner in the Forensic and Financial Consulting Services Group at Hemming Morse. With more than 25 years of experience, he performs financial, economic, accounting, and valuation analyses and investigations, often in the context of disputes or transactions, including the negotiation of IP licensing agreements.

Chris has testified as an expert witness in approximately 100 matters, including before state and federal courts, as well as in arbitration proceedings. His prior experience includes serving as a partner at Deloitte & Touche. Chris has served as chair of both the American Institute of Certified Public Accountants (AICPA) Economic Damages Task Force and the California Society of Certified Public Accountants (CalCPA) Economic Damages section.

Alexander Walther

Alexander Walther is a Senior Vice President of BVA Group. Alex has over 12 years of professional services experience related to complex contract disputes, economic damages, bankruptcy adversarial proceedings, and valuation disputes, as well as investigations of alleged financial irregularities. Alex is a Certified Public Accountant who holds the designation of Certified in Financial Forensics awarded by the American Institute of Certified Public Accountants and is a Certified Fraud Examiner. He is an active member of the AICPA's CFF Credential Committee and the AICPA's Forensic & Litigation Services Damages Task Force.s

Holly Sharp

Holly Sharp is a Shareholder and Director of Consulting, LaPorte CPAs & Business Advisors. She is also an adjunct professor at the A.B. Freeman School of Business at Tulane University where she teaches tax accounting. Ms. Sharp's experience includes extensive consulting work in the areas of taxation for individuals, corporations and other entities, as well as financial planning, estate planning, and business succession planning. Litigation experience includes testimony and forensic accounting services in accounting, financial, economic and business issues. Ms. Sharp is a Certified Public Accountant, Certified Fraud Examiner and Certified in Financial Forensics.

Jack Schwager

Jack Schwager is a Managing Director at FTI Consulting and is based in Chicago. Mr. Schwager is a member of FTI Consulting's Forensic & Litigation Consulting segment, where he assists law firms and corporate clients to investigate, understand, and respond to complex financial and economic challenges. He has more than 17 years of professional experience providing dispute advisory, forensic accounting and accounting advisory services.

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$189.00
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CREDIT INFO
CPE credits
Audio Webcast
: 3.0
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
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