Litigation Report Writing Workshop

Litigation Report Writing Workshop

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


In this hands-on workshop, attendees will learn effective approaches to writing an expert damages report for use in a litigation matter. The workshop will include a review of the report writing requirements set forth in the Federal Rules of Civil Procedure and reporting requirements for other jurisdictions. This workshop will also focus on drafting reports with an emphasis on content, language, supporting evidence, exhibits, and professional standards compliance. Attendees will be asked (not required) to submit a redacted expert report to the instructor prior to the date of the class. All arrangements will be made with NACVA Headquarters for this submission.

This course qualifies for 12 bonus points toward NACVA credentialed member recertification, in addition to course CPE.

How you will benefit

After completing this workshop, attendees will be able to:

  • Identify the reporting requirements set forth in Federal Rules of Civil Procedure 26(a)2(B)
  • Recognize the components of an effective expert report
  • Determine the strengths, weaknesses, and risks of alternative report styles
  • Detect the risks of a substandard report
  • Differentiate between a report used for tax or transactional purposes and a report appropriate for the litigation process
  • Determine the manner in which foundational evidence is incorporated into an expert report
  • Identify the reasons that expert reports are often inadmissible as evidence in court
  • Recognize a well-prepared report

Who should attend

This workshop is designed for all litigation and financial forensic experts who want to improve the quality of their written reports.


The Litigation Report Writing Workshop faculty includes Michael Kaplan, CPA, ABV, CVA, MAFF; Dermot O’Neill, CPA, ABV, CVA, MAFF, ABAR, CFF; and Howard Zandman, CPA, CFF, MAFF.

Where and When


Location Early Registration
Discounts and Deadlines
10% 5%
October 18, 2015 Houston, TX 8/31/15 9/30/15
December 6, 2015 Ft. Lauderdale, FL 10/31/15 11/30/15
Online Training Schedule
September 28–October 1, 2015
December 14–17, 2015

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
One-day Workshop $600 $540

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 Specialized Knowledge and Applications 8
Total CPE Hours 8

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

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: