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When to Retain a Financial Expert and How to Use them Effectively

Total Credits
1 - 1.6
CDs/DVDs Only
This course is only available in CD/DVD format.
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Learn from a panel of experts how to select, work with, and use experts to prove damages. The program will provide an overview of the law governing recovery of lost profits; the concepts for measurement and projection of lost profits; the best use of a damages expert; and how to project lost revenues.

Lecturer Bios

Samuel Rosenfarb, CPA, ABV, CFE, CVA, CBA

As the Partner-In-Charge of the Firm, Sam Rosenfarb originates, supervises and reviews client engagements in the areas of financial consulting, investigations, valuations and expert witness services. He is a proven and demonstrated leader with more than 40 years of experience. Mr. Rosenfarb’s forensic accounting expertise arose from his significant background in the investigation of fraud and business crimes. Mr. Rosenfarb is frequently engaged by clients to provide deposition and trial testimony. Throughout his career, he has testified as an expert witness in numerous matters including damage calculations, matrimonial litigation, accounting malpractice, estate issues, partnership disputes, business valuations and insolvencies. Mr. Rosenfarb has served as a court appointed expert and arbitrator, including appointment to the Panel of Arbitrators by the American Arbitration Association. Mr. Rosenfarb is a recognized industry expert and has presented seminars and continuing legal education courses on various topics including valuation techniques, mergers and acquisitions, valuation aspects of divorce, forensic accounting and alternative dispute resolutions. In addition, he has hosted the cable television programs “White Collar Crime Report” and “It’s All About Money.”

Jorge A. Amador, Esq.

Jorge A. Amador is of counsel to The Grant Law Firm. Mr. Amador is a member of the Bar of California, a Certified Public Accountant, Certified in Financial Forensics, a Certified Fraud Examiner, and is fluent in Spanish. For over 20 years, Mr. Amador has prosecuted class actions and private actions on behalf of defrauded investors, particularly in the area of accounting fraud. He has investigated and participated in the litigation of highly complex accounting scandals involving some of America’s largest corporations including Enron, Tyco, Rite Aid, Countrywide, and Xerox. Mr. Amador regularly lectures on a variety of accounting and legal topics. He is an adjunct lecturer at Baruch College where he teaches a graduate level course on Financial Statement Analysis. He has also been a speaker and the co-chair of the Practising Law Institute’s Accounting for Lawyers 2-day conference.

Roman Zaurovich Matatov, CPA, CFF, CFE, Cr.FA

Roman Zaurovich Matatov is a Forensic Accountant and Business Appraiser, specializing in business and intellectual property disputes. Mr. Matatov’s practice also includes appraising intangible assets, intellectual properties and business interests; commercial and matrimonial litigation support; investigative accounting; and insolvency and reorganization work for troubled businesses. Mr. Matatov is engaged by clients to assist with disputes and valuations in various industries including animation, branded apparel, consumer electronics, food technology, hospitality, insurance underwriting, internet and traditional retail and wholesale, pharmaceutical development and manufacturing, real estate development, and telecommunications. He has been involved in several high-profile and complex matters, including determining trademark damages related to billions of dollars of alleged infringing sales; valuing the brand and patented technology for a food technology company; calculating the destroyed value of several businesses affected by the September 11th terrorist attacks; investigating malpractice related to a “Big Four” audit of an international company; and tracing recoverable assets in connection with a well-known, multi-million dollar mortgage fraud. Mr. Matatov’s earlier diverse background includes private industry accounting and taxation for small businesses and entrepreneurs. Mr. Matatov frequently presents before professional associations and currently teaches M.B.A. students Principles of Forensic Accounting at his alma mater.

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