Working Effectively With Attorneys (How to Be a Better Expert)

BVResearch Pro
Training Event Transcripts
November 9, 2023
Jeff L. Baliban, CPA/ABV, CFF, CDBV
expert testimony
commercial litigation, litigation, daubert, expert testimony, admissibility, financial expert testimony, federal rules of evidence (FRE)

Summary

You’ve honed your valuation skills through education, training, and experience and have been educating clients about what their businesses have been worth for years. Now litigation counsel is asking you to educate judges and juries about the economics of a complex commercial dispute. The best way to be an effective expert, in addition to having those well-honed skills, is to gain an understanding of both the litigation forum and the general needs of counsel. This requires a familiarity with certain rules of evidence (why are you here?), Daubert and judges’ duties regarding admissibility of evidence (staying in the game), and types of testimony, e.g., affidavits, depositions, trial, etc. (knowing how—and more importantly when—to be persuasive). This program will discuss what counsel looks for in selecting a financial expert, how to work closely with counsel in managing expert testimony projects, rules regarding your expert report, tips on testifying as an expert witness, and fee-related issues.
Working Effectively With Attorneys
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