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Wednesday, October 26, 2022

9:00 AM – 12:00 PM PDT

EXP22101. Overview of: Expert Reports/Deposition/Trial

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

David Duffus

- Partner | HKA Global, Inc.

Intended for practitioners interested in serving as an expert witness, this webcast will focus on key elements of expert reports, deposition and trial. Participants will learn about essential items of an expert report with a special focus on the Federal Rules of Evidence; the deposition phase of a litigation matter, including what is covered in a deposition, how attorneys approach the process and do’s and don’ts experts should be paying attention to; and about the trial process and courtroom protocols. Students will be able to:

Expert Reports:

• Examine 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

• Implement quality control measures and direct supervision of team when engaged for litigation services

Deposition:

• Examine the deposition phase of a litigation matter

• Summarize components of a deposition

• Analyze the attorney’s and client’s objectives during deposition

Trial Overview:

• Identify the phases of trial

• Summarize courtroom protocols

• Distinguish between a Bench trial and a Jury trial

• Compare the difference between Alternative Dispute Resolution (ADR) and litigation

• Apply demonstratives concepts

Tuesday, November 1, 2022

10:00 AM – 12:00 PM PDT

EXP22102. Economic Damages Case Study Workgroup and Meet & Greet

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

For registered Expert Witness Skills Workshop attendees only, participants are expected to attend their respective “Case Study Workgroup and Meet & Greet” virtual session via Zoom. Students will be able to:

• Analyze key components of the case

• Examine major assumptions, strengths and weaknesses of the case

• Examine expert reports of the case that will be used to “testify” to during the mock trial

• Illustrate comprehension and application of case to support direct and cross-examination during mock trial

• Testify to sample reports during the mock trail onsite

Wednesday, November 2, 2022

10:00 AM – 12:00 PM PDT

EXP22103. Business Valuation Case Study Workgroup and Meet & Greet

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

For registered Expert Witness Skills Workshop attendees only, participants are expected to attend their respective “Case Study Workgroup and Meet & Greet” virtual session via Zoom. Students will be able to:

• Analyze key components of the case

• Examine major assumptions, strengths and weaknesses of the case

• Examine expert reports of the case that will be used to “testify” to during the mock trial

• Illustrate comprehension and application of case to support direct and cross-examination during mock trial

• Testify to sample reports during the mock trail onsite

Monday, November 14, 2022

7:30 AM – 8:30 AM PST

Continental Breakfast

7:30 AM – 5:00 PM PST

Registration Open

8:30 AM – 11:30 AM PST

EXP2201. Trial Communications

Deborah Johnson

- President | High-Stakes Communication, LLC

Presented by a nationally known trial communications expert, students will obtain practice tips on how testifying experts can enhance their communications skills in litigation matters. Students will be able to:

• Apply communication techniques in litigation matters
• Analyze the importance of body language when giving testimony
•    Compare the difference between hard skills and soft skills; identify which skills need more practice
•    Analyze complex information and communicate into digestible and relatable details.


Learning Objectives:

  • Apply communication techniques in litigation matters
  • Analyze the importance of body language when giving testimony
  • Compare the difference between hard skills and soft skills; identify which skills need more practice
  • Analyze complex information and communicate into digestible and relatable details.

11:30 AM – 1:00 PM PST

EXP2202. Welcome Lunch and Course Overview

Stacy Collins

- Managing Director | Financial Research Associates

Michael Fahlman

- Managing Director | BRG

Students will learn about the course objectives and expected learning outcomes for this workshop. Special focus will be on understanding the litigation process and advancing skills beyond technical aspects of preparing a damages or valuation report. 


Learning Objectives:

  • Apply key communication skills needed when serving as an expert witness
  • Assess and refine communication skills
  • Apply confidence-building skills through practice
  • Apply communication techniques in order to credibly communicate a professional opinion to a trier of fact

1:00 PM – 2:00 PM PST

EXP2203. Deposition on Qualifications Demonstration

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Students will observe a demonstration of an attorney faculty member conducting a “deposition” of an expert witness (an accounting faculty member). During this session, attendees will learn the attorney’s goals for the deposition and how the accountant responds to questioning.


Learning Objectives:

  • Analyze a live demonstration of a deposition of an expert witness
  • Compare attorney’s goals for the deposition to the expert’s response to questioning
  • Evaluate observations and address questions

2:10 PM – 4:15 PM PST

EXP2204. Deposition Practice on Qualifications

Gil Kahn

- Snell & Wilmer

Aleem Dhalla

- Snell & Wilmer

Christian Ogata

- Snell & Wilmer

Rob Levis

- Levis, Grosdidier & Associates, LLC

David Duffus

- Partner | HKA Global, Inc.

Stacy Collins

- Managing Director | Financial Research Associates

Michael Fahlman

- Managing Director | BRG

During this interactive session, students will be briefly “deposed” by an attorney on their actual resumes. Each student will be “deposed” twice, with one session video recorded. Following each deposition, a brief critique will be provided by faculty members. 

*The video recording will be a valuable tool for students to refer to and learn from when they return home.


Learning Objectives:

  • Apply concepts during interactive attorney-student depositions
  • Evaluate their own deposition, via video* replay
  • Interpret real-time critiquing and feedback received from an attorney

4:15 PM – 4:40 PM PST

EXP2205. Evaluation and Assessment of Goals

Stacy Collins

- Managing Director | Financial Research Associates

Michael Fahlman

- Managing Director | BRG

Students and faculty will share learning experiences encountered throughout the workshop and provide feedback and recommendations for next steps.


Learning Objectives:

  • Identify the skills and attributes necessary to be an expert witness
  • Apply lessons learned from the sessions of the day
  • Formulate their own action steps toward developing those skills themselves

Tuesday, November 15, 2022

7:00 AM – 8:00 AM PST

Continental Breakfast

7:00 AM – 7:30 PM PST

Registration Open

8:00 AM – 8:30 AM PST

EXP2206. Day 2 Overview & Expectations

Stacy Collins

- Managing Director | Financial Research Associates

Michael Fahlman

- Managing Director | BRG

Students will learn about Day 2’s course objectives and expected learning outcomes. Students will be able to:

• Identify key communication skills needed when serving as an expert witness

• Evaluate and refine communication skills

• Apply confidence-building skills through practice

• Identify the litigation process

• Apply communication techniques in order to credibly communicate a professional opinion to a trier of fact


Learning Objectives:

  • Identify key communication skills needed when serving as an expert witness
  • Evaluate and refine communication skills
  • Apply confidence-building skills through practice
  • Identify the litigation process
  • Apply communication techniques in order to credibly communicate a professional opinion to a trier of fact

8:40 AM – 10:00 AM PST

EXP2207A. Case Study Overview and Review of Fact Pattern – Economic Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

During this interactive session, faculty members will review the fact patterns of the case and assist students in examining major assumptions, strengths and weaknesses of the case. In addition, students will begin to prepare to “testify” to the case during practice sessions and the mock trial.


Learning Objectives:

  • Identify and apply case-specific details to support direct and cross-examination during mock trial

8:40 AM – 10:00 AM PST

EXP2207B. Case Study Overview and Review of Fact Pattern – Business Valuation

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

During this interactive session, faculty members will review the fact patterns of the case and assist students in examining major assumptions, strengths and weaknesses of the case. In addition, students will begin to prepare to “testify” to the case during practice sessions and the mock trial.


Learning Objectives:

  • Identify and apply case-specific details to support direct and cross-examination during mock trial

10:00 AM – 10:30 AM PST

Morning Refreshment Break

10:30 AM – 1:00 PM PST

EXP2208A. Practice of Direct Examinations - Economic Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

"During this interactive session, faculty members will work with students on direct examination exercises. Each student will “testify” to a part of the case study, followed by critiques given by in-room faculty. The practice session will be video recorded so that the participant can replay their “testimony” in a one-on-one session with another faculty member for an additional critiquing. Students will also gain valuable insight by watching other students practice their role in the case. 

*Break as needed


Learning Objectives:

  • Determine how the direct examination processes works
  • Apply communication skills during real-time practice sessions
  • Apply concepts during interactive attorney-student depositions
  • Analyze their own practice session, via video* replay
  • Interpret real-time critiquing and feedback received from a variety of faculty members

10:30 AM – 1:00 PM PST

EXP2208B. Practice of Direct Examinations - Business Valuation

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

During this interactive session, faculty members will work with students on direct examination exercises. Each student will “testify” to a part of the case study, followed by critiques given by in-room faculty. The practice session will be video recorded so that the participant can replay their “testimony” in a one-on-one session with another faculty member for an additional critiquing. Students will also gain valuable insight by watching other students practice their role in the case. Students will be able to:


• Determine how the direct examination processes works
• Apply communication skills during real-time practice sessions
• Apply concepts during interactive attorney-student depositions
• Analyze their own practice session, via video* replay
• Interpret real-time critiquing and feedback received from a variety of faculty members

*Break as needed


Learning Objectives:

  • Determine how the direct examination processes works
  • Apply communication skills during real-time practice sessions
  • Apply concepts during interactive attorney-student depositions
  • Analyze their own practice session, via video* replay
  • Interpret real-time critiquing and feedback received from a variety of faculty members

1:00 PM – 1:45 PM PST

Lunch

1:45 PM – 4:30 PM PST

EXP2209A. Practice of Cross Examinations - Economic Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

During this extended practice session, students will be “cross examined” on a part of the case study (which may not necessarily be the part they testified to on direct), followed by critiques given by in-room faculty. The practice session will be video recorded for playback purposes when meeting in a private one-on-one session with another faculty member. 


*Break as needed


Learning Objectives:

  • Determine how the cross examination processes works
  • Apply communication skills during real-time practice sessions
  • Apply concepts during interactive attorney-student depositions
  • Analyze their own practice session, via video* replay
  • Interpret real-time critiquing and feedback received from a variety of faculty members

1:45 PM – 4:30 PM PST

EXP2209B. Practice of Cross Examinations - Business Valuation

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Harold Martin

- Partner | Keiter

Brian Schwartz

- Managing Member | Schwartz Family Law

During this extended practice session, students will be “cross examined” on a part of the case study (which may not necessarily be the part they testified to on direct), followed by critiques given by in-room faculty. The practice session will be video recorded for playback purposes when meeting in a private one-on-one session with another faculty member. 


*Break as needed


Learning Objectives:

  • Determine how the cross examination processes works
  • Apply communication skills during real-time practice sessions
  • Apply concepts during interactive attorney-student depositions
  • Analyze their own practice session, via video* replay
  • Interpret real-time critiquing and feedback received from a variety of faculty members

4:30 PM – 4:55 PM PST

EXP2210. Evaluation and Assessment of Goals

Stacy Collins

- Managing Director | Financial Research Associates

Michael Fahlman

- Managing Director | BRG

Students and faculty will share learning experiences encountered throughout the workshop and provide feedback and recommendations for next steps. 


Learning Objectives:

  • Identify the skills and attributes necessary to be an expert witness
  • Apply lessons learned from the sessions of the day
  • Formulate their own action steps toward developing those skills themselves

4:55 PM – 6:35 PM PST

EXP2211A. Team Meetings for Mock Trial - Economic Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

Student experts will meet with their assigned attorneys for pre-mock trial preparation.


Learning Objectives:

  • Analyze case material assignments
  • Formulate their expert testimony
  • Determine specific communication skills to apply during their testimony

4:55 PM – 6:35 PM PST

EXP2211B. Team Meetings for Mock Trial - Business Valuation

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

Student experts will meet with their assigned attorneys for pre-mock trial preparation.


Learning Objectives:

  • Analyze case material assignments
  • Formulate their expert testimony
  • Determine specific communication skills to apply during their testimony

6:35 PM – 7:35 PM PST

Networking Reception

Wednesday, November 16, 2022

7:00 AM – 8:00 AM PST

Continental Breakfast

7:00 AM – 4:30 PM PST

Registration Open

8:00 AM – 8:25 AM PST

EXP2212A. Final Trial Preparation - Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

Additional time will be provided for student experts to have a final pre-trial meeting with their assigned attorneys to make final preparations for the mock trials.


Learning Objectives:

  • Analyze case material assignments
  • Formulate their expert testimony
  • Determine specific communication skills to apply during their testimony

8:00 AM – 8:25 AM PST

EXP2212B. Final Trial Preparation - Business Valuation

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

Additional time will be provided for student experts to have a final pre-trial meeting with their assigned attorneys to make final preparations for the mock trials.


Learning Objectives:

  • Analyze case material assignments
  • Formulate their expert testimony
  • Determine specific communication skills to apply during their testimony

8:40 AM – 11:50 AM PST

EXP2213A. Mock Trials - Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

Hon. Samuel Thumma

- Judge | Arizona Court of Appeals, Division One

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

During the mock trials, student experts will testify before actual judges in a courtroom setting with all testimony video recorded and critiqued by faculty members. Students will be able to:
• Interpret courtroom proceedings
•    Apply testifying skills
•    Apply communication techniques
•    Evaluate testifying performance


Learning Objectives:

  • Interpret courtroom proceedings
  • Apply testifying skills
  • Apply communication techniques
  • Evaluate testifying performance

8:40 AM – 11:50 AM PST

EXP2213B. Mock Trials - Business Valuation

Marilyn Sugarman

- Special Counsel | The Mandel Law Firm

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

During the mock trials, student experts will testify before actual judges in a courtroom setting with all testimony video recorded and critiqued by faculty members. Students will be able to:
• Interpret courtroom proceedings
• Apply testifying skills
•    Apply communication techniques
•    Evaluate testifying performance


Learning Objectives:

  • Interpret courtroom proceedings
  • Apply testifying skills
  • Apply communication techniques
  • Evaluate testifying performance

11:50 AM – 12:50 PM PST

Lunch

12:50 PM – 4:00 PM PST

EXP2214A. Mock Trials Continued - Damages

Joseph Adams

- Snell & Wilmer L.L.P.

Dan Delaney

- Faegre Drinker Biddle & Reath, LLP

Hon. Samuel Thumma

- Judge | Arizona Court of Appeals, Division One

David Duffus

- Partner | HKA Global, Inc.

Michael Fahlman

- Managing Director | BRG

This is a continuation of mock trials.


Learning Objectives:

  • Interpret courtroom proceedings
  • Apply testifying skills
  • Apply communication techniques
  • Evaluate testifying performance

12:50 PM – 4:00 PM PST

EXP2214B. Mock Trials Continued - Business Valuation

Marilyn Sugarman

- Special Counsel | The Mandel Law Firm

Lauren Melhart

- Kinser & Bates LLP

Rob Levis

- Levis, Grosdidier & Associates, LLC

Brian Schwartz

- Managing Member | Schwartz Family Law

Stacy Collins

- Managing Director | Financial Research Associates

This is a continuation of mock trials.


Learning Objectives:

  • Interpret courtroom proceedings
  • Apply testifying skills
  • Apply communication techniques
  • Evaluate testifying performance

4:05 PM – 4:30 PM PST

EXP2215. Final Recap & Closing

Students and faculty will share learning experiences encountered throughout the workshop and provide feedback and recommendations for next steps.


Learning Objectives:

  • Identify the skills and attributes necessary to be an expert witness
  • Apply lessons learned from the sessions of the day
  • Formulate their own action steps toward developing those skills themselves