Subscribe(Text for those without flash or javascript) Fulcrum's professionals are experienced CPAs, MBAs, ASAs, CFAs, affiliated professors and industry specialists Our expertise encompasses damages analysis, lost profit studies, business and intangible asset valuations, appraisals, fraud investigations, statistics, forensic economic analysis, royalty audits, strategic and market assessments, computer forensics, electronic discovery and analysis of computer data.
Firm Overview CLE Guest Speakers and Training
We provide no-cost educational seminars as a service to the legal and business communities. MCLE credit is available for many of our course offerings. CLE credit is available for many of our course offerings. These presentations can be offered in your office to groups of 7 or more. If desired, these courses can be tailored to your firm’s particular needs. Our current offerings include the following:
For Attorneys
Computer Forensics: Knowing What’s Possible and What’s Not
This class provides the knowledge and understanding to properly support a client’s case using computer forensics. Taking a step beyond the normal discovery process, this class explores the possibilities, procedures and protocols necessary to find the smoking gun.
Electronic Discovery Pays Big Dividends
Because of widespread computer use and the availability of more powerful computers & software, a wealth of information is available to those that insist on it. This class summarizes what you should be considering in all of your discovery requests and internal investigations (one hour suggested length).
What Works (And Does Not Work) in Presenting Expert Testimony
An interactive discussion that uses examples of both good and bad presentations from actual trials (one hour suggested length).
How To Take An Expert Witness Deposition
A primer on this important subject, including documents to request, questions to ask, and key strategy issues to consider. The course consists of an interactive case study using a “typical” damages report and addresses commonly occurring themes in a damages analysis (one hour suggested length).
Containing the Cost of Expert Witness Services
This presentation provides appropriate questions to ask to ensure that your client’s money is being well spent (one hour suggested length).
Accounting for Lawyers and other Non-Accountants
This offering can fill an entire day, but can be easily broken into smaller pieces to fit your time requirements. Available subjects include:
- Key Accounting Concepts
- Where to find the information you need
- Understanding the particular language of accounting
- The severe limitations of financial statements and what can be done about it
- Accounting items to include in your discovery requests
- How electronic discovery should be used
- Why the number in your client's and opponent's financial statements may not be suitable (without adjustment) for a damage analysis
For Business Executives and Attorneys
The Legal & Business Impact of an Effective Document Retention Policy
Millions of dollars can be wasted on litigation matters due to either the lack of or an ineffective Document Retention Policy. This course will help you to better service your clients by identifying the legal and business advantages of implementing, enforcing and measuring an effective Document Retention Policy.
Computer Forensics: Knowing What’s Possible and What’s Not
This class provides the knowledge and understanding to properly support an internal investigation using computer forensics. During the one hour class we will explore the possibilities, procedures and protocols necessary to perform an internal investigation the right way.
Conducting an Internal Investigation
A presentation regarding the steps to take investigating allegations of employee/officer misconduct, or in response to grand jury or law enforcement investigations.
Appraisal Principles
This course teaches the general knowledge applicable for real estate, business, and asset appraisals.
The Ten Biggest Mistakes in Valuing Intellectual Property
Intellectual property comprises a large and growing part of most business’ value. However, these assets are generally the most difficult to properly appraise. This course tells you what to consider and what to avoid in this area.