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Building Your FLS Practice: Scoping, Staffing, & Growth
Forensic Services
Webcast

Building Your FLS Practice: Scoping, Staffing, & Growth

Explore practical strategies for scoping engagements, managing teams, and growing a successful FLS practice.

$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

John Tira, Frank Previti, Daniel Larsen, Matt Gross, Connor Nunnaley, Meryl Macklin, Dhara Patel, Nathan Dean

Sessions

3

Availability

3 months

Product Number

VASFAS1226B

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Product Details

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Hear from experienced FLS professionals on how they build and manage forensic and litigation services practices — from scoping engagements and working with counsel to developing teams, managing client expectations, and identifying future opportunities. This three-part series connects practical lessons from real engagements with broader practice development strategies for forensic accountants looking to grow as trusted advisors and revenue generators.

Key topics

  • Engagement scoping and acceptance
  • Collaborating with counsel
  • Discovery, case strategy, and testimony preparation
  • Engagement management, billing, and documentation
  • Staffing, delegation, mentorship, and business development

Objectives

  • Identify key considerations for scoping FLS engagements, including client expectations, deliverables, deadlines, and data needs.
  • Recognize strategies for working with counsel throughout discovery, case development, communication, and testimony preparation.
  • Distinguish common engagement management challenges related to scope, budgets, billing, documentation, and changing case needs.
  • Identify staffing, delegation, mentoring, and time management practices that support a sustainable FLS practice.
  • Recognize opportunities to build client relationships and develop future work while maintaining professional objectivity and appropriate role boundaries.

Who will benefit

Forensic practitioners interested in engagement scoping, client management, team development, and practice growth.

Upcoming Webcast Dates
Dec 03 - Dec 17 2026
Session 1: The Art of Scoping: Setting Up the Engagement for Success
Dec 03, 6pm – 7pm GMT
Session 2: Managing the Engagement: From Strategy to Testimony
Dec 10, 6pm – 7pm GMT
Session 3: Building the Practice: Staffing, Growth, and Lessons Learned
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
John Tira
CPA, CFF
John is a Senior Managing Director with Green Flash Forensic Accounting, with more than 15 years of experience providing forensic accounting and dispute advisory services to law firms, companies, government entities, and individuals. His work includes forensic investigations, damages analyses, and post-acquisition M&A disputes involving working capital, earn-outs, and financial representations. John has served as an expert witness in federal and state courts and arbitration. He is a CPA licensed in CA, FL, IL, and NV, and holds the CFF and CFE credentials. He is an active AICPA and CalCPA volunteer and currently serves on the AICPA FLS Committee and FVS Conference Committee.
Frank Previti
CPA, CFF
Frank is a Partner and Director of Fraud, Forensic & Transaction Advisory Services within the Business Valuation, Forensic & Litigation Services Department at DiSanto Priest & Co. He is a Certified Public Accountant, Certified in Financial Forensics, and a Certified Fraud Examiner with close to 20 years’ experience in accounting and assurance services, tax, non-traditional, forensic and litigation support services.
Daniel Larsen
Daniel Larsen is a Partner in Buchalter’s Intellectual Property, Commercial Litigation, and Health Care Practice Groups. He represents clients in a wide range of business disputes, providing strategic counsel and practical solutions tailored to each client’s objectives, risk tolerance, and business realities. As both a litigator and advisor, he focuses on achieving efficient, cost-effective results while helping clients navigate complex legal challenges. Mr. Larsen represents clients in state and federal courts throughout Oregon and Washington. He is recognized by Oregon Super Lawyers, The Best Lawyers in America®, and Benchmark Litigation, where he has been named a “Future Star.”
Matt Gross
CPA, ABV
Matt Gross procures, oversees, and conducts litigation support engagements spanning business valuation, forensic accounting, marital dissolution, bankruptcy, lost-profit analyses, and the quantification of economic damages. He has performed engagements across a range of industries and has been qualified to testify as an expert witness on these matters. Mr. Gross also conducts business valuation work for corporate and tax compliance purposes. A Certified Public Accountant (Oregon #15969) and Accredited in Business Valuation (ABV), he holds a B.S. in Accounting and Finance from Oregon State University and is a member of the AICPA.
Connor Nunnaley
CPA, CFF
Connor is a Washington, DC-based forensic accountant and adjunct professor with eight years of experience leading complex financial investigations for federal law enforcement. Credentialed as a CPA, CFF, CFE, TRM-CI, and TRM-ACI, Connor has supported 50+ federal criminal investigations involving money laundering, healthcare fraud, terrorist financing, and asset forfeiture — collaborating directly with Assistant U.S. Attorneys and federal special agents. His analyses have contributed to arrests, indictments, and over $1M in asset forfeiture. Connor also teaches financial accounting at George Washington University, where he earned both his bachelor's and master's degrees in accountancy.
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.
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.
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