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FVC2213
Watching How the Sausage is Made: From Retention to Report Issuance and Everything In Between
Date
November 14, 2022
$49
Standard Price
This product is also available as part of the following products:
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
Nicole D. Lyons, CPA/CFF, CVA
Partner, WithumSmith+Brown, PC
Brian Schwartz, Attorney at Law, JD
Managing Member, Schwartz Family Law
General
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