• Auditing
• Business
• Business Interruption
• Business Valuation
• Construction Damages
• Finance
• Forensic Accounting
• Fraud Investigation
• Lost Profits
• Personal Injury
• Wrongful Death

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

A: Certified Public Accountant
Certified Fraud Examiner
Certified Internal Auditor
Certified Valuation Analyst
Certified in Financial Forensics
Chartered Global Management Accountant

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

A: American Institute of Certified Public Accountants
Association of Certified Fraud Examiners
National Association of Certified Valuation Analysis
American Arbitration Association – Neutral

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

A: No Damage For Delay – Webinar presentation to the Division 2 of the ABA Forum On The Construction Industry – January 2023

Construction Damages: The Proof is in the Accounting – Published in the National Association of Certified Valuators and Analysts in its QuickRead publication – January 27, 2021

Construction Damages: The Proof is in the Accounting – Published in the South Dakota Defense Lawyers Association Newsletter – September 2020

Construction Claims – Their Potential Impact On Valuing A Construction Contractor – Published in the National Association of Certified Valuators and Analysts in its QuickRead publication – June 18, 2020

Contractor’s Lost Profits Due to Impaired Surety Bonding Capacity – Published in the National Association of Certified Valuators and Analysts in its QuickRead publication – September 26, 2019

What Happens In Vegas…Fraud Uncovered On A Resort Casino Construction Project – Presentation to the Colorado/Wyoming NACVA Chapter – August 22, 2019

What Is the “Reasonable Degree of Accounting Certainty” Standard in Economic Damages? – Colorado Trial Lawyers Association – Trial Talks – June/July 2019

Commercial Damages: Lost Profits Analysis – Webinar presentation to the Wyoming Trial Lawyers Association – May 2018

Construction Claims – Panelist at NACVA State Chapter Meeting – December 2016

Construction Contract Audits and Fraud – Training provided to the Texas Department Of Transportation Internal Audit Staff – July 2012

Cost-Plus Contracts – The Profit’s In The Audit – Construction Claims Advisor, WPL Publishing Co – February 2012 – Co-presented Webinar with Sonia Desai

Construction Cost Auditing – When The Owner Exercises Its Right – Construction Accounting And Taxation – January/February 2012 Issue

The Value Of Damages: More Than Cost Impacts – Association For The Advancement Of Cost Engineers - Co-authored with Sonia Desai, CA, CBV – Submitted 1/31/2011 – Accepted and presented at the AACE Annual Meeting June, 21 2011.

Moderator - Associated Owners and Developers – 2010 National Conference – Atlanta – September 2010 – New Orleans – October 2010

Contractors in Pricing Construction Claims – CPA Insider - American Institute of Certified Public Accountants – January 25, 2010. Co-authored with Sonia Desai, CA, CBV.

Lost Profits Analysis – Lost Business Opportunities - Association For The Advancement of Cost Engineers – Submitted January 31, 2007 and presented at the AACE Annual Meeting July 18, 2007.

Construction Fraud: Beware The “Outside Facilitator” – Association of Certified Fraud Examiners – Colorado Chapter Presentation – January, 2005; Denver, Colorado

Measuring the Contractor’s Damages by “Actual Costs”—Can it be Done? – The Construction Lawyer – Journal of the Forum on the Construction Industry – Volume 25, Number 1, Winter 2005 – Co-authored with Allen Overcash.

Construction Contract Auditing - The Owner's Perspective - Rocky Mountain Area Conference - Accounting & Auditing Track - September, 2004 in Arvada, Colorado

Cost Validation Methodology-New Systems Implementation – Association For The Advancement of Cost Engineers – Presented at the AACE Annual Meeting, June, 2004 in Washington, DC.

Construction Fraud: Beware The “Outside Facilitator” – Association of Certified Fraud Examiners - Technical paper published in May/June 2004 issue of the ACFE's "Fraud Magazine", Vol.18, No. 3.

Cost Verification Methodology – Presented to the Association For The Advancement of Cost Engineers, Rocky Mountain Chapter – March, 2004; Denver, Colorado

Cost Validation Methodology-New Systems Implementation – Association For The Advancement of Cost Engineers – Technical paper published June, 2004

Claims Preparation Workshop – American Institute of Certified Public Accountants - Presented the Technical paper at the AICPA National Construction Industry Conference December 11th and 12th, 2003 in Las Vegas, Nevada – Presented with William Schwartzkopf.

Claims Preparation Workshop – American Institute of Certified Public Accountants – Technical paper submitted October, 2003 – Co-authored with William Schwartzkopf.

Practical Analyses In Proving Damages – Association For The Advancement of Cost Engineers – Presented at the AACE June, 2003 Annual Meeting, Orlando, Florida

Practical Analyses In Proving Damages – Association For The Advancement of Cost Engineers – Technical paper published June, 2003 – Co-authored with Andrew Ainsworth.

Working With Other Experts – The Accountant’s Viewpoint – Presented to the Colorado Society of Certified Public Accountants – Litigation Support Conference - 1998

Construction Contract Accounting – Presented to the Associated General Contractors – Omaha, Nebraska Building Chapter – Series of presentations in 5 cities throughout Nebraska - 1995

Construction Contract Auditing – Presented to The Institute of Internal Auditors – Des Moines, Iowa Chapter – 1995

Construction Contract Auditing – Presented to The Institute of Internal Auditors – Omaha, Nebraska Chapter - 1994

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: 100+

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

A: Without limitation, I specialize in damages and forensic accounting in construction, real estate, land development, energy, oil & gas, mining, professional services, retail, wholesale, distribution, and related areas.

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

A: + - 50

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

A: + - 50

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

A: 36

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

A: 2022

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

A: 40

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

A: 40

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

A: 30

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

A: Expert and consulting services in, without limitation, commercial damages, construction claims, construction cost audits, construction defect damages, lost profits analysis, business interruption, business valuation, insurance claims analysis, surety claims analysis, financial management, accounting, internal auditing, fraud investigation.

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

A: Provided upon request.

Q: What is your hourly rate to review documents?

A: Provided upon request.

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

A: Provided upon request.

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

A: Provided upon request.

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

A: Reimbursement for travel and out-of-pocket expenses.

References provided upon request