• Insurance - General
• Insurance Agent/Broker
• Insurance Customs & Practices
• Workers Compensation Insurance

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: Chartered Property Casualty Underwriter (CPCU); Associate in Premium Auditing (APA)

Q: Please list your affiliations or memberships in any professional and/or industry organizations:

A: National Society of Chartered Property Casualty Underwriters;
National Society of Insurance Premium Auditors
Forensic Expert Witness Association

Q: Please list any teaching or speaking experience you have had, including subject matter:

A: Have spoken before the following:

The Illinois Chamber of Commerce
The Workers Compensation Claims Association
The International Kitchen Exhaust Cleaning Association
The Greater Peoria Contractors & Suppliers Association
The Central Illinois Employers Association
The Illinois Manufacturers Association
The Missouri Contractors Association
The Midwest Society of Professional Consultants
Caterpillar, Inc.
The Illinois 1752 Club
The Chicago Roofing Contractors Association
The International Recreational Water Professionals
National Association of Women in Construction
Construction Risk Management Conference sponsored by the International Risk Management Institute
conducted Internet-based “webinars” on the subject of Workers’ Compensation insurance premiums for:
M. Lee Smith Publishers LLC
Eli Research.

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)

A: No

Q: On how many occasions have you been retained as an expert?

A: Approximately 90

Q: For what area(s) of expertise have you been retained as an expert?

A: Workers' Compensation insurance premiums, audits, classifications, experience modifiers, and insurance agent/broker standards of care

Q: In what percentage of your cases were you retained by the plaintiff?

A: Approximately 45%

Q: In what percentage of your cases were you retained by the defendant?

A: Approximately 55%

Q: On how many occasions have you had your deposition taken?

A: approximately 50

Q: When was the last time you had your deposition taken?

A: June, 2020

Q: On how many occasions have you been qualified by a court to give expert testimony?

A: approximately 40

Q: On how many occasions have you testified as an expert in court or before an arbitrator?

A: 12 times

Q: For how many years have you worked with the legal industry as an expert?

A: 15+

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: Consulting, reports

Q: What is your hourly rate to consult with an attorney?

A: $350.00

Q: What is your hourly rate to review documents?

A: $350.00

Q: What is your hourly rate to provide deposition testimony?

A: $350.00

Q: What is your hourly rate to provide testimony at trial?

A: $350.00

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)

A: travel expenses; time for out of town travel: $175.00 per hour

References upon request.