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Forensic & Valuation Services Conference 2018

FVC1843 - How to Tell an Attorney NO

Nov 6, 2018 1:50pm ‐ Nov 6, 2018 2:40pm

Standard: $49.00


Expert witnesses are hired by attorneys based on many factors including the expert's reputation, prior cases with that attorney, and an attorney's view that the expert will be helpful for their case. Attorneys are advocates for the their client; however, CPAs are to remain objective and are not an advocate for the client. At times, experts may be asked to perform work and form opinions by attorneys that give them repeat business (or may be an attorney they have not worked with, but hope to receive future business) for which the expert feels the work or opinions may be a stretch or even too far of a reach while also remaining objective. This can put experts in a difficult situation. This session will provide insight from an attorney that regularly hires experts, and how attorneys deal with "no" from experts.

Experts will learn how to tell an attorney "no" to: 

  • Working on the case at all; Expanding into new areas of work
  • Tweaking an opinion; Making assumptions
  • Selecting methodologies to employ
  • Evaluating what legal theory to assume
  • Report drafting
  • What and how to say an opinion at deposition or trial


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