Expert No. 316793 – IL
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Expertise Description: Ph.D., C.P.A. - Consulting expert specialized in accounting, auditing, financial analysis, financial reporting, and forensic accounting. Has over 42 years experience as a C.P.A. (Certified Public Accountant) and over 25 years experience as a consulting and testifying litigation expert. Has been involved in over 130 cases involving white collar defense, commercial litigation pertaining to allegations of audit failure, financial reporting irregularities, contractual breaches, and related matters, as well as numerous matters for the US Securities and Exchange Commission, US Commodity Futures Trading Commission, and US Department of Justice. Author or lead coauthor of numerous standard reference works on accounting and auditing. Author or coauthor of numerous articles published in leading accounting and law journals. Ph.D. in information systems and financial analysis. M.B.A. in accounting, economics, and behavioral sciences. B.S. degree in accounting and finance. Licensed C.P.A. in Illinois.
Areas of Expertise:
| Accounting | Financial Analysis | Forensic Accounting |
| Auditing | Financial Reporting | Litigation Support |
Representative Litigation Experience:
- Accountant's liability/accountant's malpractice/auditor's liability.
- Financial reporting fraud.
- White-collar defense.
- Contractual disputes involving financial reporting.
Representative Consulting Services and/or Projects:
- Merger/acquisition financial reporting analyses.
- Accountant's malpractice.
- Audit failure analysis.
Licenses & Certifications:
| Illinois Certified Public Accountant |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| PhD | Information Systems, Finance, and Statisical Decision Theory | University of Pittsburgh | |
| MBA | Accounting, Economics, and Behavior Sciences | University of Chicago | |
| BS | Accounting and Finance | DePaul University |
Professional Appointment/Association Affiliations:
- American Institute of Certified Public Accountants.
- Illinois Certified Public Accountants Society
- American Accounting Association
Awards & Honors:
| Silver medalist, Uniform CPA Examination |
Other Career Highlights:
| Author or co-author of books on accounting, auditing, and financial reporting. |
| Author or co-author of over 100 articles in legal and accounting publications. |
| Expert witness for over 130 cases, testifying as an expert over 80 times. |
