Communications in Litigation and Dispute Services - FVS Practice Aid Overview
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

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Detailed information can be found here

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...


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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

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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