Finalizing and Submitting Your Report

Friday,September 4, 2015

10:30 a.m. Central time (CT) and 11:30 a.m. Eastern time (ET)

Program Description

This webinar highlights the tools and techniques essential to meeting one's professional report release standards.  It includes report-related technology and human techniques unfamiliar to most practitioners.  Technology tools include voice-to-text, text-to-voice, Microsoft Word internal measurements, Internet-based grammar and style tools, OLE embedding, and other techniques.  Human techniques include safe "boilerplate" application, cold-reads, physical reads, the Matrix Method. readability enhancements/impairments and the like.

Learning Objectives

After completing this webinar, attendees will be able to:

Who Should Attend

Anyone who must write a report expressing his/her opinion

Presenter(s)

Darrell D. Dorrell, CPA/ABV, MBA, CVA, ASA, CMA, CFF
Mr. Darrell D. Dorrell is a founding partner of financialforensics®, a boutique forensic accounting practice in Lake Oswego, OR.  He practices in civil and criminal matters throughout the U.S. and has served as an expert witness/consultant in 500+/- matters; additional assignments exceed 1,000+/-.  They include alter ego, anti-trust, bankruptcy, breach of contract, estate/gift taxes, family law, fraud, fraudulent conveyance/transfer intellectual property, lost profits, patent, solvency/insolvency, trademark, trade dress, and trade secrets.

A nationally recognized speaker and author, Mr. Dorrell has delivered more than 100 training presentations on forensic accounting-related topics during the last five years.  His presentations span 23 states (including 12 state CPA societies), Puerto Rico, and Canada.  He has provided training to the Federal Bureau of Investigation (FBI), United States Department of Justice (USDOJ), Securities and Exchange Commission (SEC), American Bar Association, Bankruptcy Bar Association, Oregon Bar Association, Washington Bar Association, American Society of Appraisers (ASA), American Institute of Certified Public Accountants (AICPA), National Association of Certified Valuators and Analysts (NACVA), Pricewaterhouse Coopers, Association of Certified Fraud Examiners, Association of Insolvency & Restructuring Advisors, Institute of Management Accountants, International Law Enforcement Auditors Association, SEAK, CPAA International, Inc., AGN, Inc., and Turnaround Management Association.

Mr. Dorrell has published more than 70 articles in the American Journal of Family Law, Business Appraisal Practice, CPA Journal, Financial Valuation and Litigation Expert, Sarbanes-Oxley Compliance Journal, Litigation Counselor, National Litigation Consultants Review, The Value Examiner, RIA’s Valuation Strategies, and the United States Attorneys’ Bulletin.  Additionally, he has been cited in Bloomberg Wealth Manager, Business Week, IR Magazine, the Portland Oregonian, the Practical Accountant and Drunkard’s Walk: How Randomness Rules Our Lives, a New York Times best-seller and authored the forensic accounting chapter in “Valuation for Dummies.”  Also, he has been featured on National Public Radio (NPR), WYNC “RadioLab,” the “Small Business Television” network, and the “First Business News Network Television.”

His financial forensics, forensic accounting, investigative, damages, valuation, fraud, and related expertise is extensive.  Most significantly, he developed the Forensic Accounting/Investigation Methodology© (FA/IM©), and he co-authored for the United States Department of Justice (USDOJ) the March 2005, Vol. 53 No. 2 issue, i.e. Financial Forensics I-Counterterrorism: Conventional Tools for Unconventional Warfare and the May 2005 Vol. 53 No. 3 issue Financial Forensics II-Forensic Accounting: Counterterrorism Tactical Weaponry.  Both issues are available via the public site: http://www.usdoj.gov/usao/eousa/foia_reading_room/foiamanuals.html. 

CPE Credit

Program Level: Advanced Prerequisites: Good knowledge of topic and experience in the field. Advanced Preparation: Facile English Language
Delivery Method: Group Internet-Based CPE Credits: Two (2) Hours Fields of Study: Specialized Knowledge & Applications

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