AR202 Litigation Services

Includes Multiple Live Events. The next is on 01/23/2024 at 10:00 AM (EST)

Tuesday, January 23, 2024 - Friday, February 9, 2024

Description

Course Description:
Demand is high for appraisal litigation support services, creating great opportunities for valuation experts who have the relevant and specialized knowledge to help attorneys and courts of law understand complex appraisal issues.  Participants on this course will understand the demands of litigation support, hands-on practical skills, and resource materials they can use and refer back to, for years to come.  This interactive, online class includes an overview of the court system, the mechanics and stages of litigation cases, and how the expert's role changes at each stage.  This course covers the practical details of how to start, build, market, and run a successful expert witness appraisal practice.  The course also covers the following: 

  1. Expert appearances for mediation, settlement conferences, insurance disputes, tax appeals, and more
  2. Hands-on testimony practice
  3. The anatomy of a lawsuit and how the court system works
  4. Key marketing strategies
  5. Retention of an expert assignment
  6. Traits of a good expert
  7. Proper disclosures
  8. Ethical requirements
  9. Communications with counsel and litigants
  10. Handling records and evidence relative to discovery

Course Audience and Pre-Requisites

AR202 is the second POV course in a 4-course series (201-204) for those seeking the AM or ASA designation in ARM. We recommend you take the classes in order but it is not required with the exception of those who already have an ASA and are earning another designation in ARM (meaning they must take 201 and 204). 

Course Development

AR202 was designed and created through the collaboration of a wide group of legal professionals and seasoned experts who understand the specific issues related to litigation valuation cases. 

This class will be taught by a live instructor over the course of TWO days a week, over THREE weeks, with an online exam.
Students will meet virtually with the instructor over the internet and will engage in discussions and classroom exercises.

Class Schedule

SESSION 1 - Tuesday, JANUARY 23 | 10:00 AM- 2:00 PM
SESSION 2 - Thursday, JANUARY 25 | 10:00 AM- 2:00 PM
SESSION 3 - Tuesday, JANUARY 30 | 10:00 AM- 2:00 PM
SESSION 4 - Thursday, FEBRUARY 1 | 10:00 AM- 2:00 PM
SESSION 5 - Tuesday, FEBRUARY 6 | 10:00 AM- 2:00 PM
SESSION 6 - Thursday, FEBRUARY 8 | 10:00 AM- 2:00 PM
EXAM - FRIDAY FEBRUARY 9 | 10:00 AM- 1:00 PM

Special Pricing

ASA-accredited members (AM, ASA, FASA) who would like to attend this class can receive a 50% discount. Pricing is reflected at checkout.

Virtual Class Registration Includes

One registrant log-in to the live sessions

Downloadable course materials to include a Student Manual and any additional handouts i.e. administrative/exam guidance, if applicable.  All course materials are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution.

Attendance

This is a highly interactive class. Registrants must participate in the entire class (all class sessions) with cameras turned on in order to sit for the exam and receive a certificate following successful completion of the exam. The class will not be recorded or provided as an archive per accrediting body guidelines.

Final Exam

All exams will be conducted through ASA’s online exam platform on FEBRUARY 9. Successful completion of the exam is required in order to pass the class. Students must complete the online exam within 21 days after the class concludes. Further exam instructions and guidance will be provided within the eMaterials once available.

Certificate of Completion

Please allow 10-15 business days following successful completion of the exam in order to receive a certificate of completion via email notification. The certificate will be available for download under “My ASA Courses” on the ASA website (login required).

Download and Save or Print eMaterials

Attendees should bring to class either an electronic copy (loaded on a laptop or mobile device) or a print copy of all course handouts to use as a reference. All course eMaterials are in an Adobe PDF format which can be viewed using the free Adobe Reader application. eMaterials are presented in color and are bookmarked and comment/typewriter enabled. When opting to print eMaterials, it is recommended that you adjust the print settings to print in black and white (or grayscale) and consider printing double-sided on recycled paper.

Financial Assistance

ASA’s Educational Foundation recognizes students who choose to invest their time in appraisal studies by providing assistance to students demonstrating a financial need. Please visit the Foundation’s webpage for more information and to download an application.


J. Mark Penny

J. Mark Penny, FASA, IA, ARM-BV is an accredited appraiser who lives and works outside of Philadelphia, PA. He has served in numerous capacities in ASA at the Chapter level, with the Business Valuation Committee and on the ASA’s Board. ASA was privileged to have him as the International President in 2013-2014 and he currently serves as Chair of the ARM Committee and as Treasurer of the ASA Education Foundation.

Terri Lastovka

Terri Lastovka, CPA, JD, ASA, ARM is an accredited business appraiser in Cleveland, Ohio.  She provides valuation and litigation advisory services for numerous purposes, including marital dissolutions, shareholder disputes, estate and gift taxation, financing, purchase and sale advisement, and other tax, corporate, and litigation matters.  Terri has been a member of the ARM Discipline Committee since 2018 and currently serves as ARM’s Vice-Chair.

Key:

Complete
Failed
Available
Locked
Prerequisite: Introduction
Make 1 discussion post to continue.
Make 1 discussion post to continue. Introduce yourself by answering the questions: a. What is your appraisal discipline? b. What is your experience with being an expert? c. Where do you live? (We especially need to know if you live and practice outside of the USA) d. What are your needs from this class? e. What do you do for fun?
Prerequisite: Upload Your CV
Graded as Pass/Fail
Graded as Pass/Fail Upload a copy of your most recent CV. If not turned in on time, the student may not proceed with the class.
Prerequisite: Read "Expert Witness Requirements"
Click the Read/Review button to access the reading prerequisite.
Click the Read/Review button to access the reading prerequisite. Read/Review Expert Witness Requirements: https://seak.com/blog/expert-witness/expert-witness-requirements/
Prerequisite: Watch "Expert Witness Requirements" Video
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin. Watch the video and be prepared to discuss the main requirements for being an expert witness.
Prerequisite: Watch Art of Remote Testimony Webinar
Select the "Art of Remote Testimony Webinar" button to begin.
Select the "Art of Remote Testimony Webinar" button to begin. Watch webinar. Note and list at least five key points in testifying in a remote session.
Upload a redacted appraisal you prepared.
Graded as Pass/Fail | Due Date: 05/17/2022
Graded as Pass/Fail | Due Date: 05/17/2022 Leave your name on the report. Redact the client name.
Session 1
Join Virtual Class Session 1
01/23/2024 at 10:00 AM (EST)  |  480 minutes
01/23/2024 at 10:00 AM (EST)  |  480 minutes Join Class with the provided link. You MUST attend class with your camera on.
Session 1 HW: Watch Law 101: How a Lawsuit Works
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin. Watch the video - Law 101: How a Lawsuit Works and be prepared to discuss in class.
Session 1 HW: Watch "The Effective Expert Deposition" Video
Open to view video.
Open to view video.
Session 2
Join Virtual Class Session 2
01/25/2024 at 10:00 AM (EST)  |  480 minutes
01/25/2024 at 10:00 AM (EST)  |  480 minutes
Session 2 HW: Watch Deposing an Expert Witness - Part 1
Recorded 04/13/2022
Recorded 04/13/2022 Attorney Bobby Schwartz presents an in-depth guide to deposing an adverse expert witness.
Session 2 HW: Watch Deposing an Expert Witness - Part 2
Select the "View On-Demand Recording" button to begin.
Select the "View On-Demand Recording" button to begin. Attorney Bobby Schwartz presents an in-depth guide to deposing an adverse expert witness.
Session 2 HW: Download and read ASA’s Principles of Appraisal Practice and Code of Ethics
Open to download resource.
Open to download resource.
Session 3
Join Virtual Class Session 3
01/30/2024 at 10:00 AM (EST)  |  480 minutes
01/30/2024 at 10:00 AM (EST)  |  480 minutes
Session 3 HW: Read and Watch Direct and Cross Examination Videos
Open to download resource.
Open to download resource. Download Session 3 Homework PDF and follow the guided reading and embedded videos to complete this assignment.
Session 3 HW: Read Daubert and Frye Standard
Open to download resource.
Open to download resource. Download and read the article called “Why do Daubert and Frye Standards Matter to Expert Witnesses?” Highlight key points and underline areas where you have questions. International students research the relevant standard in their jurisdiction.
session 3 HW: Deposition questions
Make 1 discussion post to continue.
Make 1 discussion post to continue. Go to handouts, select a BV, PP or MTS report. Write up 5 deposition questions and post here to the discussion.
Session 4
Join Virtual Class Day 4
02/01/2024 at 10:00 AM (EST)  |  480 minutes
02/01/2024 at 10:00 AM (EST)  |  480 minutes
Session 5
Join Virtual Class Day 5
02/06/2024 at 10:00 AM (EST)  |  480 minutes
02/06/2024 at 10:00 AM (EST)  |  480 minutes
Session 5 HW: Task 14 Discussion - areas where you could provide expert witness services
Make 1 discussion post to continue.
Make 1 discussion post to continue. Write a paragraph of the areas where you could provide expert witness services and who specifically do you need to contact to learn more about how to gain access to that market?
Session 5 HW: Watch "Managing an Expert Witness Practice" Video
Open to view video.
Open to view video. Watch the video: Expert Witness Engagements - From First Contact Through Payment
Session 5 HW: Write-up sample test questions
Graded as Pass/Fail
Graded as Pass/Fail
Session 6
Join Virtual Class Day 6
02/08/2024 at 10:00 AM (EST)  |  480 minutes
02/08/2024 at 10:00 AM (EST)  |  480 minutes
Course Wrap Up (Final Exam, Survey, Post-Exam Action)
AR202 March 2023 Survey
16 Questions
Course Design Survey
4 Questions
4 Questions Thanks you for answering these brief questions.
Join Final Exam Session
02/09/2024 at 10:00 AM (EST)  |  180 minutes
02/09/2024 at 10:00 AM (EST)  |  180 minutes Final Exam join details will be posted closer to the live session.
Required Action Post Exam
1 Question  |  1 attempt  |  0/1 points to pass
1 Question  |  1 attempt  |  0/1 points to pass After you complete the final exam for ASA processing, this submission step is required in order to receive a certificate of completion depending on your exam results. Allow 24-48 hours for processing.
AR202 Course Certificate
Live Viewing: 32.40 CE credits and certificate available
Live Viewing: 32.40 CE credits and certificate available After successfully passing the exam, certificate access is provided. Open certificate for the option to print.