Expert Deposition 101: Essential Strategies for Success

Overview

This foundational course provides essential strategies and tactics for CPAs and financial professionals serving as expert witnesses in depositions. Led by Brian Peter Brinig, JD, CPA/ABV, ASA - an experienced forensic expert with over 600 depositions and 300 trial appearances - the course outlines the expert’s ethical and professional responsibilities, the civil discovery process, and the critical role of depositions in litigation. You’ll learn the difference between percipient and expert witnesses, understand the legal framework of opinion evidence, and gain actionable guidance on preparing for and performing effectively in depositions. Key content includes the “Ten Commandments for Expert Testimony,” strategic insights into the adversarial nature of litigation, and how to avoid common pitfalls that can undermine credibility. By the end of the course, You’ll be equipped with the tools to protect your professional opinions, remain composed under pressure, and navigate depositions with integrity and precision.

Highlights

• Expert Witness Ethics and Responsibilities
• Civil Litigation and Discovery Process
• Deposition Techniques and Testimony Strategies

Prerequisites

Participants should have a foundational understanding of forensic accounting or prior experience providing expert analysis in legal or financial matters.

Objectives

• Identify ethical and professional standards to provide clear and truthful answers during depositions.
• Evaluate when to pause, clarify, or decline to answer ambiguous or misleading questions.
• Recognize how the 'Ten Commandments for Expert Testimony' protect credibility and minimize risks in litigation.

Preparation

None