From Retention to Report Issuance and Everything In Between

Forensic and Valuation Services (FVS)

Host: David Consigli, CPA/ABV, CDFA, FAZ CPAs

Guest(s):

Nicole Lyons, CPA/CFF, CVA, Partner, WithumSmith+Brown, PC

Brian Schwartz, Attorney at Law, JD, Partner at Szaferman Lakind

Description:

Lawyers and accountants need to work together in litigation support in a collaborative effort. Bringing in an attorney adds another layer to what happens in engagements in the litigation space. Today’s episode features both the attorney’s perspective and the forensic and/or valuation specialist, specific topics covered are:

· Statement on Standards for Forensic Services No. 1 (SSFS No. 1) and how the expert needs to remind and assist the attorney

· A road map for the new forensic and valuation expert start starting out in litigation support engagements

· A good refresher for the experts

· How and what happens behind the scenes.

For Further exploration on this topic:

If you’re using a podcast app that does not hyperlink to the resources, please visit https://fvssection.libsyn.com/fvs to access the show notes with direct links.

FVS section members attend for FREE. June 27: Two Perspectives on the Path to Becoming an FVS Expert for Litigation

Conference Workshop, Nov 6-8: AICPA & CIMA Expert Witness Skills Workshop

Early bird pricing through September 22 – attend and network with attendees at the FVS Conference in Las Vegas!

Webcast prereq: Oct 17: Overview of Expert Reports, Depositions, and Trial - free for workshop attendees!

Available for purchase from AICPAconferences.com

AICPA-CIMA Forensic and Valuation Services Conference, session: FVC2213 - From Retention to Report Issuance and Everything In Between

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services. If you’re not already a member, visit us online and consider joining this active community of your FVS peers. You’ll get free CPE and access to rich technical content.

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Information on credentials

Our FVS credential programs allow AICPA members to demonstrate competence and confidence in providing forensic and valuation services to their clients.

· ABV Credential (Accredited in Business Valuation)

· CFF Credential (Certified in Fraud and Forensics)