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Overview of Expert Reports, Depositions and Trial
Forensic Services
Webcast

Overview of Expert Reports, Depositions and Trial

This webcast is designed for practitioners interested in serving as expert witnesses, focusing on key elements of expert reports, depositions, and trials.

$180 - $269
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Oct 08, 2025

NASBA Field of Study

Accounting

Level

Intermediate

CPE Credits

4

Instructor

Michael Fahlman, David Duffus, Dan Grosdidier

Availability

3 months

Product Number

WC4938052

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 Business & partner 
Product Details

Attendees will learn about the essential components of an expert report, including:

  • Expert reports
  • Deposition
  • Trials

The webcast will have a special focus on:

  • The Federal Rules of Evidence
  • The deposition phase of litigation, including what’s covered, how attorneys approach the process, and key dos and don’ts for experts
  • The trial process and courtroom protocols

Key Topics

  • Expert witness
  • Expert reports
  • Deposition
  • Trial
  • Courtroom
  • Communications
  • Forensic accounting
  • Business valuation

Learning Outcomes

Expert reports:

  • Determine key aspects of an expert report with a special focus on compliance with the Federal Rules of Evidence and Federal Rules of Civil Procedure.
  • Analyze the admissibility of expert testimony.
  • Use quality control measures and direct supervision of the team when engaged for litigation services.

Deposition:

  • Use the deposition phase of a litigation matter.
  • Apply components of a deposition.
  • Analyze the attorney’s and client’s objectives during the deposition.

Trial overview:

  • Analyze the phases of a trial.
  • Identify courtroom protocols.
  • Distinguish between a bench trial and a jury trial.
  • Differentiate between alternative dispute resolution (ADR) and litigation.
  • Apply demonstrative concepts.

Who Will Benefit

  • Experienced expert witnesses
  • First-time testifiers
  • ABV® and CFF® exams candidates
  • General practitioners
Credit Info
CPE Credits
4
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
Basic understanding of courtroom procedures, solid core foundation in forensic accounting or business valuation, up-to-date CV, how to write an expert report
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
3.5 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$269.00
AICPA Members
$225.00
CIMA Members
$225.00
FVS Section Members
$180.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Michael Fahlman
Mr. Fahlman advises clients, including legal counsel, boards of directors, and executive management with complex commercial litigation, economic damages, valuation, dispute resolution, investigations, and distressed businesses. During the last two decades, he has served as a neutral accounting arbitrator, consulting expert, and testifying expert. He has presented his findings in various dispute, regulatory, and administrative proceedings over one hundred times, including to federal and state courts, in arbitration, and before the Securities and Exchange Commission, Department of Justice, and Federal Bureau of Investigation. Mr. Fahlman has spent the past fifteen years in leadership roles for the American Institute of Certified Public Accountants’ (AICPA) Forensic & Valuation Services section, including currently as a member of the Forensic & Valuation Services Executive committee, and previously as chairman of the Forensic & Litigation Services Committee, chairman of the Damages Task Force, and co-chair of the annual Forensic & Valuation Conference. He also is a past co-chair of the Economic Damages sub-committee of the American Bar Association. Mr. Fahlman is a regular contributor, reviewer, and presenter of technical forensic accounting professional education for CPAs across the United States and teaches at universities, bar associations, and law firms on the topics of forensic accounting and damages. Before joining BRG, Mr. Fahlman was a partner at a large accounting and advisory firm, and prior to that he served as the turnaround chief financial officer and vice president of a seventy-two-unit multi-state retail company.
David Duffus
David Duffus is a forensic accountant with more than 25 years of experience across multiple industries. He has been retained as an expert on more than 100 occasions. David has testified as an expert at deposition, trial and in alternative dispute settings more than 90 times. He has acted as an expert for disputed values of up to $275 million and for project values in excess of $300 million. He has also served as an arbitrator or neutral accountant in post-acquisition and valuation-related disputes. Since 1992, David has specialized in working on complex litigation services, forensic accounting and valuation services assignments for businesses ranging from start-up entities to Fortune 100 companies. He has worked extensively with counsel through all phases of the litigation process and has provided expert witness and deposition testimony in matters in state and federal court, and in alternative dispute settings. Prior to joining HKA, David spent almost 17 years, including the last 15 as a partner, in Baker Tilly’s Global Forensics & Litigation Services practice. Over the course of his career, David has developed significant experience working with clients to quantify damages in complex commercial disputes, including matters involving claims of intellectual property infringement, breach of contract, tortious interference, product liability, fraud, and breaches of restrictive covenants. He is also frequently called upon to value businesses and related ownership interests in stakeholder disputes, post-acquisition disputes and bankruptcy matters. Beyond his damages and valuation work, David has conducted forensic accounting analyses in connection with financial reporting issues, internal investigations surrounding employee misconduct, stakeholder disputes and project failures. David is a certified public accountant (CPA) licensed in Pennsylvania and a member of the American Institute of Certified Public Accountants (AICPA) and the Turnaround Management Association. He acts as an instructor for the AICPA expert witness training programme and is certified in financial forensics (CFF), a certified fraud examiner (CFE), accredited in business valuation (ABV) and holds a master’s in accounting and finance and a degree in economics and political science. These would have been added into the original submission but there doesn't seem to be a way to edit speaker bios in airtable once they're in the system. Also, we understand they are long bios but the detail important to share for this type of workshop.
Dan Grosdidier
Mr. Grosdidier is experienced in performing business valuations and forensic accounting in the areas of family law, economic damages, investigative accounting, fraud examinations, estate planning and shareholder disputes. He primarily focuses on family law services including business valuations for small to medium size companies, cash flow analyses, hidden and separate property tracing, dissipation analyses, marital assets and debt allocation and tax planning related to property division and assisting in other complex financial and high-end divorce matters. He was previously a manager at an international public accounting firm where he coordinated and supervised all stages of external audits for several industries in the mid-size company market, specializing in manufacturing, wholesale, construction, and employee benefit plan industries.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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