AR202 Litigation Services for Appraisers
- Registration Closed
Tuesday, January 23, 2024 - Friday, February 9, 2024
Leverage your professional appraisal experience and training into well-paying, highly demanded, and exciting expert witness assignments. High demand for appraisal litigation services creates great opportunities for valuation experts. Do you have the relevant and specialized knowledge to help attorneys and courts of law understand complex appraisal issues? Can you keep your cool under fire and provide competent and useful information in complex situations?
Litigation support isn’t for everyone, but chances are it will be great for you and your business. Appraisers who receive the proper training in litigation services rarely look back!
This course gives you the opportunity to understand the demands of being an expert witness, gain hands-on testimony skills, and gives you access to resource materials you can use immediately and depend upon throughout your expert witness career.
This interactive, engaging, and specialized online class focuses on the specific challenges and concerns of the appraiser providing litigation services. Course presenters are judges and attorneys, as well as experienced and successful appraisal expert witnesses who often have more courtroom and deposition experience than many attorneys!
Working with course instructors and your peers, you’ll begin to develop your own effective style for working in the complex, demanding, and qualitative world of an expert witness.
You’ll benefit from the numerous in-class mock testimony exercises with real-time feedback in presenting, explaining, and defending your appraisal methodology without the pressure of judge, jury, or opposing council.
In addition, this course addresses the practical details of how to start, build, market, and run a successful expert witness appraisal practice. It begins by laying a solid foundation to ensure you understand how the court system functions, the mechanics of each stage of litigation cases, and how the expert's role changes at each stage.
In this course you’ll take the professional training and experience you already have and leverage it into more profitable business opportunities.
This comprehensive course includes, but is not limited to, these appraiser-focused discussions, trainings, and live practices:
- The variety of expert appearance possibilities: depositions, trial, arbitration, mediation, settlement conferences, insurance disputes, tax appeals, and more
- Hands-on mock testimony practice and real-time feedback based on student-provided appraisal reports (redacted)
- Anatomy of a lawsuit, including how the court system works and the expert’s role in it
- Key marketing strategies for developing a successful expert witness practice
- Retention issues in an expert witness assignment
- Traits of a good expert
- Proper disclosures of past expert witness appearances
- Ethical requirements for expert witnesses
- Communications with retaining counsel and litigants
- Proper handling of the expert’s work-file relative to discovery
Course Audience and Pre-Requisites
This course is open to anyone and has no perquisite courses. This course is valuable to professionals who are interested in becoming an expert witness and also for the seasoned expert witness who wants to polish testimony skills in an energetic and exciting environment.
AR202 is the second POV course in a 4-course series (201-204) for those seeking the AM or ASA designation in ARM. Only AR201 and AR204 must be taken in sequence. Accredited ASAs who are earning their discipline-specific ARM designation by taking 201 and 204 are welcome to take 202 or 203 at any time.
AR202 was designed and created through the collaboration of a wide group of legal professionals and seasoned valuation experts who understand the specific issues related to litigation in 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.
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
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.
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.
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.
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 the Immediate Past Chair of the ARM Committee and as Treasurer of the ASA Education Foundation.
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.