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Shop >> Teleclasses >> Recordings >> Testifying as a Financial Expert Witness

Teleclass Recordings

Testifying as a Financial Expert Witness
Teleclass with Deb Johnson and Diana Powell

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Cost: $30.00
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PLEASE NOTE: THIS TELECLASS IS NO LONGER CE CREDIT ELIGIBLE

Deb Johnson interviews Diana Powell, Senior Attorney and President Gutterman Griffiths PC will focus on the critical steps necessary for Divorce Financial Planners who will be testifying in court. Knowledge of court timelines, identification as witness, and proper documentation and presentation are key to success! Deb Johnson and nationally recognized attorney, Diana Powell will discuss the aspects of testimony, role playing an expert witness testimony and examination, showing participants what to expect in court, from both the Financial and Legal viewpoint!

  • THE STATUTE (AND VARIANCES STATE TO STATE)
    • Understand the statute regarding requirements for financial experts
    • Types of Experts: Testifying Expert vs. Consulting Expert
    • Understand the Court's Timetable for identification of experts, submission of expert reports
  • COMPONENTS OF A FINANCIAL EXPERT REPORT
    • Understanding the scope of the agreement
    • Learn what financial disclosures and data are essential in a fiancial expert's report
    • Learn the proper way(s) to present the expert financial report
  • PROTOCOLS FOR BEING QUALIFIED AS A FINANCIAL EXPERT
    • Educational and background requirements to be qualified as an expert
    • Process in Court for being Qualified - Direct Examination and Cross Examination - Voir Dire
    • How to present the Financial Expert Analysis/Report
    • Is it importtant to prepare for the trial with Counsel?
  • DIRECT EXAMINATION
    • What to Expect
    • Should the Financial Expert assist Counsel with the preparation of qualification questions and assist with developing the questions that will be asked of the expert on the stand
  • CROSS EXAMINATION
    • What is the purpose of cross examination?
    • What to expect through the process of cross?
    • How to recover if something unfavorable or a misstatement comes across the state
    • What if you discover an error in the expert report while testifying?
  • MISCELLANEOUS
    • What is meant by your expert report is deemed 'incredible'?
    • What if you receive additional and material information after submission of the report to the court?


  • Diana Powell


    Diana Powell is President and Shareholder of Gutterman Griffiths PC, a leading Colorado award winning firm in Family Law. Prior to joining Gutterman Griffiths, Diana acted as lead counsel to buyers or sellers in over 100 merger and acquisition transactions ranging from $1 million to $150 million, and helped hundreds of companies raise private and public equity and debt finance. Diana's divorce clients benefit from her deep knowledge of business issues. Having prosecuted accounting fraud cases and investigated concealed assets, as well as having responsibility to assist in preparation of disclosure documents in public and private securities and lending transactions, In addition, Diana believes a business solution that works for the parties in a divorce can best preserve the quality of their long-term relationship. Diana is a strong mediator, negotiator, and collaborator. Diana is a frequent speaker at seminars for lay and professional audiences on financial issues in divorce, business valuation, venture finance, sales of business, corporate governance, asset division in divorce and special needs parenting plans.

    Length: 59 minutes
    ID: TC112016-E

     

 

Financial Divorce Association
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Littleton, CO 80127
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