Expert No. 29016 – Business Expert – CA(N)
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Expertise Description: M.B.A. - Experienced management consultant and expert witness. Experience includes business performance, lost profits, valuation of contract damages, projections and historic studies of revenue and costs, patent, trademark and copyright damages, software valuation, disputes over hardware and software performance, investigation for fraud, forensic accounting, evaluation of appropriate personnel compensation, and calculation of lost wages. More than 25 years expert witness experience. Consultations, depositions, and courtroom testimony.
Areas of Expertise:
Representative Litigation Experience:
Plaintiff
Plaintiff and Defense
Defense
Plaintiff
- Estimate lost profits for mortgage banker
- Estimate economic damages sustained by auto dealer when financial and operations control computer system they purchased failed to perform as represented
- Prepare exhibits for settlement hearings
- Determine royalty from patent infringement against national retailer
- Determine cost of developing subject intellectual property in a chemical research laboratory
- Project future growth including anticipated shifts in markets; independently validate damages projected
Plaintiff and Defense
- Project pension losses in alleged wrongful terminations and in wage-hour-law disputes
Defense
- Determine cost of operations for a major bank in check processing, proof and transit, reclamation, float loss, and returned (NSF) items
- Develop product and sub-product costs
- Analyze financial strength of dealer
- Determine international market value of unique transport industry software product
- Estimate damages for bank trust company on special use real estate when tenant defaults
Representative Consulting Services and/or Projects:
- financial and operations reporting
- bookkeeping reviews
- cost accounting and product profitability
- operations and procedures best organizational practices
- audit control reviews
- bank services and float improvement
- system selection, modification, and implementation
- shareholder services
Licenses & Certifications:
| Certified Management Accountant (CMA) |
| Certified Information Systems Auditor (CISA) |
| Certified Computing Professional (CCP) |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| B.A. | Biological Sciences | University of California, Berkeley | |
| MBA | Business Administration | University of California, Berkeley |
Professional Appointment/Association Affiliations:
- Associations for Systems Management
- EDP Auditors Association
- Institute of Management Consultants
- Institute of Management Accountants
- California Society of CPAs, State Consulting Committee
Other Career Highlights:
| Article: "Intellectual Property Rights and Wrongs: What does it cost?" |
| Presentation: "Managing in Changing Times: Leadership, Vision and Numbers" |
| Presentation: "The Equity Funding Scandal" |
