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2022 AICPA & CIMA Expert Witness Skills Workshop

EXP22101 - Overview of: Expert Reports/Deposition/Trial

Oct 26, 2022 8:00am ‐ Oct 26, 2022 11:00am


Intended for practitioners interested in serving as an expert witness, this webcast will focus on key elements of expert reports, deposition and trial. Participants will learn about essential items of an expert report with a special focus on the Federal Rules of Evidence; the deposition phase of a litigation matter, including what is covered in a deposition, how attorneys approach the process and do’s and don’ts experts should be paying attention to; and about the trial process and courtroom protocols. Students will be able to:

Expert Reports:

• Examine key aspects of an expert report with a special focus on compliance with the Federal Rules of Evidence and Federal Rules of Civil Procedure

• Analyze the admissibility of expert testimony

• Implement quality control measures and direct supervision of team when engaged for litigation services


• Examine the deposition phase of a litigation matter

• Summarize components of a deposition

• Analyze the attorney’s and client’s objectives during deposition

Trial Overview:

• Identify the phases of trial

• Summarize courtroom protocols

• Distinguish between a Bench trial and a Jury trial

• Compare the difference between Alternative Dispute Resolution (ADR) and litigation

• Apply demonstratives concepts


  • David Duffus, BA, MBA, CPA, ABV, CFE, CFF, Partner, HKA Global, Inc.
  • Dan Delaney, JD, Faegre Drinker Biddle & Reath, LLP
  • Rob Levis, CPA/ABV, ASA, CFE, Levis, Grosdidier & Associates, LLC

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