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FVC2213

Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between

Date
November 14, 2022
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for 2022 AICPA & CIMA Forensic & Valuation Services Conference
This includes sessions from the conference: 2022 AICPA & CIMA Forensic & Valuation Services Conference

Interactive session with attorney and FVS professional. Discussion points include (1) retention of expert (attorney v. client), (2) discovery demands and process, (3) client meetings and subsequent interactions, (4) who stays on top of whom (lawyer leading or forensic leading), (5) business owner interviews (attendance, selecting appropriate stage in litigation, format and reliance on information), (6) preliminary schedules (when does an expert have “enough” to “start a negotiation process"), (7) practice management (billing and collecting of fees).

Learning Objectives

  • Recognize how to collaborate with an attorney to employ a successful engagement strategy
  • Identify the roles and responsibilities of attorney versus FVS professional
  • Recall practice management tips for billing and collecting of fees

Speakers

Speaker Image for Nicole Lyons
Nicole D. Lyons, CPA/CFF, CVA
Partner, WithumSmith+Brown, PC
Speaker Image for Brian Schwartz
Brian Schwartz, Attorney at Law, JD
Managing Member, Schwartz Family Law

General

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