Expert Witness Bootcamp

Expert Witness Bootcamp

Co-Sponsored by the National Association of Certified Valuators and Analysts™, the Financial Forensics Institute™, and the American Institute for Expert Witness Education


Each attendee will participate as a testifying and consulting expert in a trial involving financial testimony or family law issues. Attendees will learn the art of delivering effective testimony and how to withstand grueling cross-examination. As consulting experts, attendees will learn how to dissect and critique the reports and opinions of the testifying experts and how to prepare counsel for the expert segments of trial. Each attendee will be coached and guided by members of our faculty of seasoned experts and trial attorneys. The bootcamp culminates in a courtroom setting during which each program attendee, as a testifying expert, presents and defends his or her own expert opinions on the witness stand. MAFF candidates can fulfill the foundational experience prerequisite with attendance at this bootcamp.

How you will benefit

After completing this bootcamp, attendees will be able to:

  • Recognize effective deposition testimony
  • Identify tactics used by opposing counsel at deposition and respond effectively
  • Detect the mistakes of inexperienced experts

Day 1: The Dynamics of Expert Witnessing—Professional Standards, Expert Reports, and Strategic Planning

  • Implement the legal and courtroom protocol for expert witnesses
  • Apply the rules of discovery and evidence as they relate to experts
  • Interface appropriately with retaining and opposing counsel
  • Deliver effective deposition testimony
  • Describe the tactics used by opposing counsel at deposition and respond effectively
  • Anticipate and respond to motions in limine to exclude expert testimony

Days 2 and 3: The Dynamics of Trial—Direct and Cross Examination

  • Present clear, persuasive, and effective direct testimony
  • Survive grueling cross-examination
  • Communicate effectively with judges and jurors
  • Paint a picture in the mind’s eye of the judge and jury
  • Respond to the opinions of the opposing expert
  • Avoid unnecessary “landmines” in the expert’s report and file
  • Avoid the mistakes of inexperienced experts

Who should attend

Professionals in all disciplines who serve as or plan to serve as expert witnesses. Financial experts, doctors, attorneys, insurance professionals, real estate brokers, valuation and appraisal experts, accountants, engineers, scientists, vocational experts, construction experts, educators, psychologists, and other experts who wish to hone their skills as expert witnesses will find this program to be a most valuable experience.


The Expert Witness Bootcamp is taught by Michael Kaplan, CPA, ABV, CVA, CFFA, and Jeffrey D. Diamond, JD, as well as both trial attorneys and seasoned financial experts. The combined experience of the Bootcamp faculty spans more than 300 trials.

Where and When



Early Registration
Discounts and Deadlines
10% 5%
October 19–21, 2015 Houston, TX 8/31/15 9/30/15
December 7–9, 2015 Ft. Lauderdale, FL 10/31/15 11/30/15

This course requires a laptop. In-house training is available with minimum attendance. Contact CTI’s Education Director at (800) 677-2009 to inquire.

Click here for a list of hotel locations, room rates and reservation information.


Pricing (Before Early Registration Discount) Non-Member Member
Three-day Bootcamp $1,800 $1,620


Register Now

To register: print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA); or complete the Registration Form and e-mail to; or call Member Services: (800) 677-2009. Click here for the Registration Form.

Cancellation Policy

There is no charge to reschedule your training. Cancellations received in writing two weeks prior to the first day of the seminar will be eligible for a prompt refund. A $100 administration fee will be charged for three or more days’ registration at a Consultants’ Training Institute and $50 for all other seminar registrations. If requesting a “refund,” any credit vouchers and or Pacesetter Points® applied to the original purchase will be forfeited. Cancellations received less than two weeks prior to the first day of the scheduled event (and no-shows) will be issued, upon request, a credit which may be used toward a Consultants’ Training Institute seminar, conference, self-study course, or product sold by NACVA. If requesting a “credit,” any credit vouchers and/or Pacesetter Points applied to the original purchase will be added back to the purchaser’s account for future use. There are no exceptions to this policy.

For information regarding administrative policies such as complaints and refunds, call our director of Member Services: (801) 486-0600.

Refund Policy for Airfare

CPE Hours

Delivery Method Group-Live
Program Level Intermediate
Advanced Preparation There will be some advanced preparation work with this course.
Prerequisites Previous training or research on subject matter being taught for MAFF credential criteria.
Fields of Study Communications 12
Specialized Knowledge and Applications 12
Total CPE Hours 24

For more information regarding CPE, Program Levels and Fields of Study please click here.

The Consultants’ Training Institute (CTI) is registered with the National Associatio

NASBA Sponsorship

The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

MAFF Prerequisite Requirements

MAFF candidates can fulfill the Foundational
Experience Prerequisite with attendance at
this Bootcamp.