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Value Added Services for the Forensic Accountant Series
Forensic Services
Webcast

Value Added Services for the Forensic Accountant Series

This series explores the value-added services that FLS professionals often provide beyond the expert witness report.

$99 - $155
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Accounting

Level

Basic

CPE Credits

3

Instructor

Meryl Macklin, Dhara Patel, Frank Previti, John Tira, Nathan Dean

Sessions

3

Availability

3 months

Product Number

VASFAS1226B

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 Business & partner 
Product Details

In this series, experienced FLS professionals explain how they develop inquiries for an expert witness report and how they expand into full-service engagements that extend beyond the written document.

The experts will discuss:

  • The impact of discovery submissions on case strategies
  • Effective communication of intricate and important matters within the expert witness report
  • Opposing witness testimony
  • Collaboration with lead counsel on response strategies
  • Opportunities for additional service offerings for potential clients

Key topics

  • Discovery assistance
  • Collaborating with counsel
  • Deposition preparation
  • Trial preparation
  • Generating additional revenues

Objectives

  • Recognize the impact of discovery submissions on case strategies
  • Distinguish your testimony through effective communication of intricate and important matters within your expert witness report
  • Analyze opposing witness testimony and collaborate with lead counsel on response strategies
  • Identify opportunities for additional service offerings for potential clients

Who will benefit

All FLS practitioners

Upcoming Webcast Dates
Dec 03 - Dec 17 2026
Session 1: The Discovery Phase: Beyond the Traditional Document Request List
Dec 03, 6pm – 7pm GMT
Session 2: Telling the Story in Layman’s Terms: From Strategy to Testimony
Dec 10, 6pm – 7pm GMT
Session 3: Turning a ‘No” into “Dough”: Unlocking Post-Settlement Opportunities
Dec 17, 6pm – 7pm GMT
Credit Info
CPE Credits
3
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
3 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$155.00
AICPA Members
$125.00
CIMA Members
$125.00
FVS Section Members
$99.00
ABV Credential Holders
$99.00
CFF Credential Holders
$99.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Meryl Macklin
Meryl Macklin is a trial lawyer and mediator with more than 40 years of experience handling complex business disputes. For the past two decades, her practice has focused on M&A and corporate governance matters, including indemnity claims, breaches of representations and warranties, pre-closing disputes, insurance claims, purchase price adjustments, earnouts, and shareholder disputes. She works closely with deal lawyers on dispute resolution and agreement language and co-leads BCLP’s M&A Disputes practice. Known for pragmatic, targeted litigation strategies, she emphasizes efficient resolution. Meryl serves on the Northern District of California Mediation Panel and completed training at the Harvard Negotiation Project.
Dhara Patel
CPA, CFF, ABV
Dhara Patel is a Managing Director at Ankura with over ten years of experience in litigation and dispute consulting, forensic accounting, and investigations. She specializes in purchase price disputes, quantifying damages and calculating lost profits in litigation matters, valuations, as well as accounting and fraud investigations. Dhara’s experience encompasses a broad range of industries, including financial services, healthcare, retail, manufacturing, agriculture, real estate, oil and gas, and hospitality. Additionally, she is a member of the AICPA’s Forensic and Litigation Services Committee.
Frank Previti
Experience & Education Undergraduate degree with a concentration in accounting -Washington & Lee University. Accredited in Certified Financial Forensics (CFF) by the American Institute of Certified Public Accountants. Accredited in Certified Fraud Examination (CFE) by the Association of Certified Fraud Examiners. Professional Member of the American Institute of Certified Public Accountants (AICPA). Member of the Rhode Island Society of Certified Public Accountants (RISCPA). Member of the AICPA’s Forensic and Valuation Services section. Member of both the national and local chapters of the Association of Certified Fraud Examiners.
John Tira
CPA, CFF, CFE. Member of AICPA FVS Committee.
Nathan Dean
CPA, CFF, ABV
Nathan Dean is a forensic accountant who focuses on understanding companies and their internal and external records, including financial and non-financial records. He has over a decade of experience in accounting, business, and dispute advisory where he has assisted management, counsel, and shareholders across multiple industries and matter types.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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