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2022 AICPA & CIMA Expert Witness Skills Workshop

EXP2208B - Practice of Direct Examinations - Business Valuation


Nov 15, 2022 10:30am ‐ Nov 15, 2022 1:00pm


Description

During this interactive session, faculty members will work with students on direct examination exercises. Each student will “testify” to a part of the case study, followed by critiques given by in-room faculty. The practice session will be video recorded so that the participant can replay their “testimony” in a one-on-one session with another faculty member for an additional critiquing. Students will also gain valuable insight by watching other students practice their role in the case. Students will be able to:


• Determine how the direct examination processes works
• Apply communication skills during real-time practice sessions
• Apply concepts during interactive attorney-student depositions
• Analyze their own practice session, via video* replay
• Interpret real-time critiquing and feedback received from a variety of faculty members

*Break as needed

Learning Objectives:
  • Determine how the direct examination processes works
  • Apply communication skills during real-time practice sessions
  • Apply concepts during interactive attorney-student depositions
  • Analyze their own practice session, via video* replay
  • Interpret real-time critiquing and feedback received from a variety of faculty members

Speaker(s):

  • Stacy P. Collins, CPA, ABV, CFF, Managing Director, Financial Research Associates
  • Rob Levis, CPA/ABV, ASA, CFE, Levis, Grosdidier & Associates, LLC
  • Brian Schwartz, Attorney at Law, JD, Managing Member, Schwartz Lomurro Family Law, LLC
  • John Tatlock, JD, Epstein Patierno LLP

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