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OnDemand Course

Effective Use of a Financial Expert

Knowing when and how to effectively use financial experts in litigation could be just what your case needs.

The engagement of a financial expert may be crucial to the outcome of a litigation or consulting engagement. Understanding complex financial issues is a daunting task without the appropriate expertise, education, credentials, and experience. This topic provides an overview of how to choose a financial expert, engagements that require a financial expert, how to effectively use a financial expert in a litigation or consulting engagement, and specific considerations related to lost profits matters.

Runtime: 88 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

How to Choose a Financial Expert

  • Expertise
  • Education
  • Credentials
  • Experience
  • Cost-Benefit

Engagements That Require a Financial Expert

  • Complex Damages Issues
  • Valuation of Businesses or Specific Assets
  • Forensic Accounting/Fraud
  • Purchase Price Disputes
  • Technical Accounting or Financial Standards

Different Uses of a Financial Expert

  • Testifying Expert
  • Consulting Expert
  • Settlement Strategies
  • Arbitrator/Mediator/Neutral

Specific Considerations for Lost Profits Damages

  • Methodology
  • Assumptions
  • Documentation
  • Expert Expertise
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on February 10, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joseph W. Lesovitz, CPA/ABV/CFF, CFA, CFE

Joseph W. Lesovitz, CPA/ABV/CFF, CFA, CFE

Citrin Cooperman

  • Partner at Citrin Cooperman in the Forensic, Litigation & Valuation Services Group with over 15 years of experience
  • Specializes in calculating damages in complex commercial litigation and in providing financial consulting and forensic accounting services to attorneys, public and private corporations, insurance companies, and governmental agencies
  • Has been qualified as an expert and presented testimony in depositions and trials in federal court, state court, and arbitrations
  • Provided consulting and litigation services for cases involving complex commercial damages, lost profits analysis, intellectual property infringements, business valuations, economic damage calculations, and fraud investigations
  • An adjunct professor at the Villanova University School of Law where he currently teaches a course on economic damages and litigation strategy and previously taught a course on accounting and business valuation
  • Certified Public Accountant in Pennsylvania, Chartered Financial Analyst, Certified Fraud Examiner, Certified in Financial Forensics, and Accredited in Business Valuation
  • M.B.A. degree in accounting, Saint Joseph’s University; B.S. degree in accounting, Villanova University
  • Can be contacted at 267-479-0060 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • Course Manuals
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  • White Papers and Articles
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  • State Specific Credit Tracker
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  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 397091
Published 2016
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Available in Multiple Formats

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