AICPA Expert Witness Skills Workshop

Beyond technical or financial knowledge, serving as an effective expert witness requires specific skills that convey confidence, credibility and authority. Learn how to combine these aspects, with a command of the courtroom, during the Expert Witness Skills Workshop.

This interactive workshop goes beyond the typical classroom lecture, allowing you to participate in interactive sessions, observe faculty demonstrations and practice your skills in a real-life courtroom atmosphere. With limited seating, participants can expect close to a 1:1 student-to faculty ratio. It’s the ideal environment to practice your presentation and communication skills with seasoned practitioners, who serve as expert witnesses, lawyers and judges.

“This was one of, if not the best, workshops I have attended. All the faculty, lawyers and judges were fantastic. It exceeded my expectations. What I have learned will have an immediate, direct and lasting positive impact on my career.” – Cheryl Sayers, CPA

Workshop Features:

• Request to participate in either the Economic Damages or Business Valuation Workgroup
• Prepare with a newly customized case study, including supporting fact patterns and reports
• Participate in hands-on and interactive exercises and observe faculty demonstrations to help prepare for mock trials
• Practice skills and apply techniques in a comfortable and supportive environment
• Receive real-time guidance and personalized feedback from lawyers, judges, and financial experts
• Collaborate and network with other students and share real-time observations and feedback
• Continue your learning, at home, with video-recordings of your personal interactive exercises
• Attend the online pre-workshop webcast Overview of Expert Reports, Deposition and Trial (required for all students)
• Participate in assigned online pre-workshop Case Study Workgroup and Meet & Greet (required for all students)

PLEASE NOTE: The focus of the workshop is on the practical skills necessary to credibly communicate a professional opinion to a trier of fact. It does not cover the technical aspects of developing a business valuation or an economic damages analysis. Requests for a particular workgroup will be considered but are not guaranteed.

Milestones to help you make the most of your experience:
Instructions for access to materials and pre-event required online events will be sent via email.

September 3 | Limited to 18 seats! Suggested registration date to pace your pre-workshop preparation

September 22 | Review case study and fact patterns for this workshop. Materials will be sent in advance. | Self-Paced | No CPE

October 8 | Pre-Workshop Webcast: Overview of Expert Reports, Deposition and Trial (required) | Online | CPE:4

October 15 | Economic Damages Case Study Workgroup and Meet & Greet (required for those assigned to Economic Damages) | Online | CPE: 2

October 16 | Business Valuation Case Study Workgroup and Meet & Greet (required for those assigned to Business Valuation) | Online | CPE: 2

Timing Optional | Bonus on-demand Rules, Reports, Testimony and Trials in Canada (optional) | On-demand, self-paced | CPE: None

October 27-29, 2025 | Join us in Aurora, CO (required) | Onsite | CPE: up to 26

Who Should Attend:

• Experienced expert witnesses: Refine and improve your skills
• First-time testifiers: Acquire essential skills and build your confidence in a protected environment
• ABV® and CFF® exams candidates: Develop your understanding of the litigation process
• General practitioners: Advance your skills beyond the technical aspects of preparing a damages or valuation report