Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

The Basics: Working With an Expert

Series: VALUATION FIGHTS IN LITIGATION: BATTLE OF THE EXPERTS 2019

The Basics: Working with an Expert

This webinar is for the litigator who has not worked with an expert before or who otherwise would like some review.  What’s the difference between a consulting expert and a testifying witness? How do you make sure your proposed expert will be accepted as an expert by the court? How do you protect your communications with your expert?  What is an expert report and what can you do to make sure it is excellent? How do you plan your direct exam of your expert?  How do you plan for redirect? This webinar addresses these topics.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, Financial Poise, West LegalEdcenter


Meet the Panel:


Adam Ortega

Adam Ortega

Adam Ortega has 20 years of experience in valuation services. ...

Learn More »

Garth Tebay

Mr. Tebay is a practicing Certified Public Accountant, Certified Valuation ...

Learn More »

John Levitske

John Levitske is a Senior Managing Director at Ankura, focused ...

Learn More »

Katherine A. Puffer

Katherine Puffer has 35 years of business and financial experience.  ...

Learn More »

Kathryn Nadro

Kathryn (“Katie”) Nadro advises clients on a diverse array of ...

Learn More »