AR202 Litigation Services for Appraisers

Includes Multiple Live Events. The next is on 12/03/2024 at 10:00 AM (EST)

Tuesday, December 3, 2024 - Friday, December 20, 2024

Description

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:

  1. The variety of expert appearance possibilities: depositions, trial, arbitration, mediation, settlement conferences, insurance disputes, tax appeals, and more
  2. Hands-on mock testimony practice and real-time feedback based on student-provided appraisal reports (redacted)
  3. Anatomy of a lawsuit, including how the court system works and the expert’s role in it
  4. Key marketing strategies for developing a successful expert witness practice
  5. Retention issues in an expert witness assignment
  6. Traits of a good expert
  7. Proper disclosures of past expert witness appearances
  8. Ethical requirements for expert witnesses
  9. Communications with retaining counsel and litigants
  10. 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.

Course Development

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.

Class Schedule

SESSION 1 - Tuesday, DECEMBER 3 | 10:00 AM- 2:00 PM
SESSION 2 - Thursday, DECEMBER 5 | 10:00 AM- 2:00 PM
SESSION 3 - Tuesday, DECEMBER 10 | 10:00 AM- 2:00 PM
SESSION 4 - Thursday, DECEMEBER 12 | 10:00 AM- 2:00 PM
SESSION 5 - Tuesday, DECEMBER 17 | 10:00 AM- 2:00 PM
SESSION 6 - Thursday, DECEMBER 19 | 10:00 AM- 2:00 PM
EXAM - FRIDAY DECEMBER 20  | 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 DECEMBER 20. 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 the Immediate Past 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
Graded as Pass/Fail Leave your name on the report. Redact the client name.
Session 1
Join Virtual Class Session 1
12/03/2024 at 10:00 AM (EST)  |  480 minutes
12/03/2024 at 10:00 AM (EST)  |  480 minutes Join Class with the provided link. You MUST attend class with your camera on. Passcode:
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
12/05/2024 at 10:00 AM (EST)  |  480 minutes
12/05/2024 at 10:00 AM (EST)  |  480 minutes Session #2 - DECEMBER 5
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
12/10/2024 at 10:00 AM (EST)  |  480 minutes
12/10/2024 at 10:00 AM (EST)  |  480 minutes Session #3 December 10, 2024
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
12/12/2024 at 10:00 AM (EST)  |  480 minutes
12/12/2024 at 10:00 AM (EST)  |  480 minutes Session #4 December 12, 2024
Session 4 HW: Watch "ABCs of Testimony" Video
Open to view video.
Open to view video. Watch video: "ABCs of Testimony - Attorney Tricks, Witness Traps". Start at minute 55:32.
Session 5
Join Virtual Class Day 5
12/17/2024 at 10:00 AM (EST)  |  480 minutes
12/17/2024 at 10:00 AM (EST)  |  480 minutes Session #5 December 17, 2024
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
12/19/2024 at 10:00 AM (EST)  |  480 minutes
12/19/2024 at 10:00 AM (EST)  |  480 minutes Session #6 December 19, 2024
Course Wrap Up (Final Exam, Survey, Post-Exam Action)
Course Design Survey
4 Questions
4 Questions Thanks you for answering these brief questions.
AR202 Class Evaluation Survey - December 24
18 Questions
18 Questions We appreciate you taking the time to complete this course evaluation. Your feedback is vital to ASA to provide quality education and courses. Thank you in advance for your valuable feedback as it will continue to help ASA shape future educational initiatives. Sincerely, The ASA Education Team
Join Final Exam Session
12/20/2024 at 10:00 AM (EST)  |  180 minutes
12/20/2024 at 10:00 AM (EST)  |  180 minutes Final Exam - December 20, 2024
Verification Code
Enter code to continue.
Enter code to continue.
AR202 Exam - Do Not Open Until Instructed By Proctor
60 Questions  |  1 attempt  |  180 minute limit  |  75/100 points to pass  |  Graded as Pass/Fail
60 Questions  |  1 attempt  |  180 minute limit  |  75/100 points to pass  |  Graded as Pass/Fail This exam is timed and must be completed within three (3) hours. ASA course exams consist of multiple choice only questions. Record your answers and all calculations on your personal supplemental work paper and keep them for your records in the event there is an unlikely technical issue with the system recording your answers. It is recommended that you do not spend too much time on any one question until all questions have at least been attempted. Grades are provided to students as “Pass/Fail” only and course examinations are not returned to students after grading. Good luck!
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.
Direct and Cross
Open to download resource.
Open to download resource. Videos embedded in PDF.