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Archive 2015-92: Expert Testimony $239.00

Archive 2015-92: Expert Testimony: Where Truth and Advocacy Collide

**Webinar92 Live Broadcast Date: December 15, 2015 1:00-3:00 pm EST**

VPS StraightTalk Webinar Series: Expert Testimony: Where Truth and Advocacy Collide with Michael G. Kaplan, CPA/ABV/CFF, CVA, MAFF

Business Valuation and Financial Forensics Experts are commonly presented at trial to testify as to their opinions of the value of various business interests. Notwithstanding their similar education, training and experience, opposing experts often present divergent and conflicting opinions. The differences may result from reliance upon different evidence, embracing different assumptions, or different perspectives as to objectivity and advocacy. In this session we will explore the dynamics introduced by counsel, the litigants, the profession and the legal system that challenge the expertís objectivity and create risk to the expertís credibility. We will also identify strategies that financial experts can employ to insulate themselves from toxic influences and maintain their objectivity and credibility.

Webinar Outline:

  • What do judges and jurors really think about expert witnesses?
  • The ďproblemĒ from the perspective of the judge, the jurors, the expert and the attorney.
  • The expertís ďTruth vs. AdvocacyĒ dilemma.
  • The four facets of expert testimony.
  • Reasons that experts are more malleable than fact witnesses.
  • Critical points in the business valuation engagement.
  • Counselís approaches to biasing an expertís opinions
  • Strategies to defeat counselís attempt to shape expert opinions.
  • Using professional standards to bolster credibility.
  • Uncovering advocacy in the opposing expertís work.
  • Warning signals
  • Best practices

Learning Objectives:

  • Identify how the line between objectivity and advocacy can become blurred.
  • Reconcile the divergence between the expertís role of objectivity and counselís role of advocacy.
  • Recognize the actions of counsel and the litigant that are directed toward reshaping the expertís opinions.
  • Explain how counsel may attempt to influence the expertís perspectives and opinions through selective document production and discovery.
  • Proactively apply professional standards to insulate experts from influences of advocacy.
  • Identify and respond to the challenges faced by judges and juries in evaluating the opinions of conflicting experts.


Information on CPE credits, refund policies, and complaint resolution can be found at

This downloadable archived webinar package is an interactive video of the webinar with the original webinar handouts.

    The format of the archived webinar package is an Adobe Presenter PDF file that allows you to view the video of the webinar with the synced audio so that you see the presentation just as it was presented ďlive.Ē The Presenter format also allows for easy navigation through the webinar so you can quickly go to a specific section in the presentation. The handout materials are included in the file. To view the Webinar Presenter file, you must have the current version of Adobe Reader. You can download the free Adobe Reader at

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This product was added to our catalog on Tuesday 15 December, 2015.
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