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Avoiding Exclusion: An Overview of Recent Rule 702 Changes in the United States and Challenges to Financial Expert Testimony with An Overview of the Law in Canada
Forensic Services
Webcast

Avoiding Exclusion: An Overview of Recent Rule 702 Changes in the United States and Challenges to Financial Expert Testimony with An Overview of the Law in Canada

Changes are likely coming to Rule 702 of the Federal Rules of Evidence. Learn how alterations could affect you and how to navigate issues.

Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Accounting

Level

Basic

CPE Credits

1.5

Author(s)

Norm Emblem, Chris Schneider

Availability

3 months

Product Number

WC3733208

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 Business & partner 
Product Details

Rule 702 of the Federal Rules of Evidence

Changes are expected in 2023 regarding the role of expert witnesses when testifying in U.S. federal court.

Join this webcast to learn:

  • The proposed changes compared to current requirements
  • Common challenges faced by experts
  • Practical impacts of the proposed changes

Current rules in Canada will also be discussed.

Key Topics

  • Role of the expert in assisting the trier of fact (judge and jury)
  • Common challenges and reasons for excluding testimony
  • Implications of excluded testimony
  • Managing client expectations as the expert

Learning Outcomes

  • Identify the role of the expert witness and requirements of Rule 702.
  • Recognize the most frequent types and reasons for expert challenges and exclusions.
  • Identify common issues facing experts.
  • Recall recent case examples.

Who Will Benefit

  • Attorneys who engage expert witnesses
  • Current professionals who provide expert witness testimony
  • Professionals interested in providing expert witness testimony in the future
  • In-house counsel/litigation attorneys who rely on experts
More Details
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr and 15 mins
Pricing
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
Norm Emblem
JD
Norm Emblem is a member of the Litigation and Dispute Resolution group of Dentons' Toronto office. Norm has a very broad-ranging commercial litigation and advocacy practice which includes class action defense, securities, auditor’s negligence, defamation, banking and insolvency litigation, professional negligence, high-end disability income claims, insurance defense, workplace investigations, whistleblower complaints, directors & officers liability, shareholders’ disputes, intellectual property disputes involving trade secrets, patents and confidential information, and human rights litigation. Norm has particular expertise advising and representing accounting firms and, in particular, the Big 4 Canadian accounting firms, primarily in securities related class actions often with cross Canada and/or cross border implications as well as in related regulatory proceedings involving the Ontario Securities Commission (OSC), the Securities and Exchange Commission (SEC), the Institute of Professional Chartered Accountants of Ontario (ICPAO), and the Department of Justice (DOJ).
Chris Schneider
Chris is a Managing Director in KPMG LLP’s U.S. Forensic Practice and brings over 18 years of experience assisting clients and attorneys with forensic services. Chris specializes in complex global investigations dealing with financial reporting issues and alleged bribery and corruption –including matters brought before the SEC and DOJ. Chris also has substantive experience providing dispute advisory services in the context of: expert witness on economic damages, neutral arbitrator in a post-acquisition dispute, and/or assisting a buyer or seller in a post-acquisition dispute. He has provided forensic accounting services globally across a wide range of industries, including life sciences, financial services, consumer products, retail, manufacturing, energy, technology, hospitality, and automotive services.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Avoiding Exclusion: An Overview of Recent Rule 702 Changes in the United States and Challenges to Financial Expert Testimony with An Overview of the Law in Canada
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