AR202 Litigation Services for Appraisers

Includes Multiple Live Events. The next is on 01/06/2026 at 10:00 AM (EST)

Class Date/Time

Tuesday, January 6, 2026 - Friday, January 23, 2026

10:00am - 2:00pm ET

Class Schedule

All Times are Eastern US

  • SESSION 1 - Tuesday, JANUARY 6 | 10:00 AM - 2:00 PM
  • SESSION 2 - Thursday, JANUARY  8 | 10:00 AM - 2:00 PM
  • SESSION 3 - Tuesday, JANUARY  13 | 10:00 AM - 2:00 PM
  • SESSION 4 - Thursday, JANUARY  15 | 10:00 AM - 2:00 PM
  • SESSION 5 - Tuesday, JANUARY  20 | 10:00 AM - 2:00 PM
  • SESSION 6 - Thursday, JANUARY  22 | 10:00 AM - 2:00 PM
  • EXAM - Friday, JANUARY 23 | 10:00 AM - 1:00 PM

Registrants are able to add sessions to their personal calendars via the Class Activities tab after registering. 

Registration Includes

  • One registrant log-in to the live sessions
  • Downloadable course materials and any additional handouts pertaining to class (supplemental materials, administrative/exam guidance, classwork, etc.)

Special Pricing

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

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. Partial credit is not awarded. 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 JANUARY 23. 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. Additional exam instructions and guidance will be provided to registrants. 

Continuing Education (CE)

Class provides 28.8 ASA CE Instructional Hours and 3 Exam Hours.

Course Description

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? 

Leverage your appraisal expertise and professional training to secure well-paying, in-demand, and rewarding expert witness assignments. AR202 was developed through a unique collaboration between leading legal professionals and experienced valuation experts who fully understand the complexities of litigation in valuation cases. With the growing demand for appraisal litigation services, now is the perfect time to expand your role and capitalize on new opportunities

Learn from Judges, Attorneys, and Seasoned Expert Witnesses

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!

Develop Your Own Effective Expert Witness Style

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. 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. Learn more about how the court system functions, the mechanics of each stage of litigation cases, and how the expert's role changes at each stage. Take the professional training and experience you already have and leverage it into more profitable business opportunities.

Featured appraiser-focused discussions, trainings, and live practices included within this course:

  • 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
  • The variety of expert appearance possibilities: depositions, trial, arbitration, mediation, settlement conferences, insurance disputes, tax appeals, and more!

Instructional Methods

Instruction combines lectures, discussions & dialogue, group activity, and real-world insights. Students engage in mock testimony exercises with real-time feedback to strengthen their communication and defense of appraisal methods. Class will be taught live over the course of two days a week, over three weeks, with an online exam - see the Class Schedule. Following registration, students are provided a Welcome Letter from the instructor, that provides further detail on class methodology and expectations. 

Course Audience

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. This course is open to anyone and does not include any prerequisite courses.

*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.

Learning Level 

Fundamental 

Continuing Education and Contact Hours

28.8 ASA CE Instructional Hours and 3 Exam Hours

Learning Outcomes

By the end of the course participants will have: 

  1. Explained the different phases of a lawsuit and the role of litigation support professionals in the court system
  2. Analyzed the qualifications requirements to be a litigation support professional relative to their experience and develop a plan to expand their experience
  3. Developed a marketing strategy for their litigation support professional business
  4. Analyzed administrative aspects of litigation support
  5. Compared and contrasted the various ethics standard and how they relate to the court
  6. Analyzed different types of correspondence with other parties and how that communication will be treated in the discovery process.
  7. Analyzed the rules of evidence and how valuation services apply to a litigation assignment.
  8. Examined how the USPAP Record Keeping Rule relates to the discovery process.
  9. Contrasted the USPAP Competency Rule with Daubert and Fry Standards and how the difference will inform an appraiser’s work product.
  10. Demonstrated knowledge and skill in providing expert testimony by participating in practice sessions.
  11. Determined which of the different roles of a litigation support professional they wish to pursue.

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 Chair.

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.

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
01/06/2026 at 10:00 AM (EST)  |  240 minutes
01/06/2026 at 10:00 AM (EST)  |  240 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
01/08/2026 at 10:00 AM (EST)  |  240 minutes
01/08/2026 at 10:00 AM (EST)  |  240 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
01/13/2026 at 10:00 AM (EST)  |  240 minutes
01/13/2026 at 10:00 AM (EST)  |  240 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
01/15/2026 at 10:00 AM (EST)  |  240 minutes
01/15/2026 at 10:00 AM (EST)  |  240 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
01/20/2026 at 10:00 AM (EST)  |  240 minutes
01/20/2026 at 10:00 AM (EST)  |  240 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
01/22/2026 at 10:00 AM (EST)  |  240 minutes
01/22/2026 at 10:00 AM (EST)  |  240 minutes Session #6
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 - January 2026
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
01/23/2026 at 10:00 AM (EST)  |  180 minutes
01/23/2026 at 10:00 AM (EST)  |  180 minutes Final Exam
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!
AR202 Course Certificate
32.40 CE credits  |  Certificate available
32.40 CE credits  |  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.