Business Valuation Resources, LLC

BVR's Online Symposium on Litigation and Economic Damages: Part 8
Spoliation and Document Management Processes: How to Avoid Exclusion From Document Loss

Date: Tuesday, March 6, 2012
Time:
10:00am-11:40am PT / 1:00pm-2:40pm ET
Format: A BVR Webinar

Earn 2 CPE credits and up to 2 CLE credits
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Webinar - $179
Training Pack* - $179
Webinar & Training Pack* - $269

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Series Passes & Bundled Options:
Subscribe to BVR's Online Symposium on Litigation and Economic Damages - $499
Subscribe to the Symposium plus the Comprehensive Guide to Lost Profits Damages for Experts and Attorneys - $599
Subscribe to the Symposium plus the print and online editions of the Guide - $729

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*Training Packs include: a complete recording and transcript with all presentation and reading materials
Please note: CPE credit is not available through Training Packs
More information is available below

Featuring (click image for more information):

Jonathan M. Dunitz
Attorney at Law
Friedman Gaythwaite
Wolf & Leavitt

Laura M. Pfeiffenberger
MBA
Fannon Valuation Group


Why You Should Attend

"The destruction or significant alteration of evidence, or the failure to preserve property for another's use as evidence in pending or reasonably foreseeable litigation," commonly known as spoliation, is prohibited under the Federal Rules of Evidence as a means of protecting judicial processes and integrity. Yet within the rules governing evidence, discovery, and spoliation many questions arise regarding the obligations of expert witnesses and the scope of those responsibilities.

In "Spoliation and Document Management Processes: How to Avoid Exclusion From Document Loss," part 8 of BVR's Online Symposium on Litigation and Economic Damages expert appraiser Laura Pfeiffenberger joins attorney and Symposium co-curator Jonathan M. Dunitz for an examination of the rules governing an expert's work process and document management, and what every expert should know in order to comply with rules regarding spoliation and discovery.

Agenda

  • Introduction & Overview
    • Parameters of the legal duty to preserve evidence
  • Experts and spoliation
    • Interplay with Federal Rules
    • Attorney-Expert privilege
  • Draft Reports
    • Draft reports by individual expert
    • Communications/draft reports exchanged between expert and counsel
    • Draft reports exchanged between and among experts
  • Electronically Stored Information
  • Summary

Learning Objectives

  • Learn what is expected of expert witnesses and their work processes in evidence and testimony guidelines
  • Understand how mismanagement of work documents can seriously jeopardize testimony and professional standing
  • learn how to best prepare yourself for these requirements and which work habits are most important
  • Learn to define spoliation and understand its effect on evidence and testimony

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CPE Information

Prerequisites: Knowledge of Business Valuation
Program Level: Advanced
Preparation Required: None
Delivery Method: Group Internet-Based
Recommended CPE: 2 Credit Hours (Specialized Knowledge & Applications)

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Training Packs

BVR's Training Packs are an indispensable addition to any valuation reference library, or the perfect alternative when you cannot attend the session live.

Each Training Pack is delivered approximately 2-4 weeks after the program has aired, and includes:

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  • Audio file (MP3
  • Transcript of the presentation
  • A copy of the presentation slides
  • A copy of the reading materials, visual aids, and handouts

Please note, CPE is not available with Training Packs.






The Comprehensive Guide to Lost Profits Damages for Experts and Attorneys, 2011 Edition

In the 2011 edition Nancy Fannon, ASA, MCBA, CPA, ABV brings together the comprehensive body of knowledge on lost profits damages and delivers the definitive resource for financial experts and attorneys alike. Fannon and other leading experts provide thorough analysis of current case law and valuation methodology related to the calculation of damages.

The online version of the Guide provides 24/7 access from any Internet connection and the advantage of real time updates such as recently published court opinions, new articles by the author and other top professionals, conference presentations, podcasts, news and blog feeds, and much more! Plus, the online Guide is available in digital format and can be loaded onto any eBook reader.


OD Pack BVR's 2013 Online Symposium on Economic Damages
Lost Profits in Trademark and Copyright Cases
Tuesday, June 11, 2013
Featuring: John Pilkinton and Jed Hansen
Damages in M&A and Purchase Price Disputes
Tuesday, July 9, 2013
Featuring: Jeff Litvak and Kenneth Mathieu
Reports & Reporting Standards in Litigation
Tuesday, August 6, 2013
Featuring: Michael A. Crain and R. James Alerding
Unjust Enrichment
Tuesday, September 10, 2013
More information to come
Lost Profits in Early Stage Companies
Tuesday, October 1, 2013
More information to come
Calculating Damages for Insured Claims
Tuesday, November 5, 2013
More information to come
Forensics in Lost Profits Cases
Tuesday, December 3, 2013
More information to come

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