Events

How Clients Search for a Consultant and the Transition to Testifying Expert

Chapter Event: Dallas

How Clients Search for a Consultant and the Transition to Testifying Expert

Thursday, May 9, 2019  6:00 PM – 8:00 PM CDT

Do you know how prospective and current clients search for a consulting expert?  If you are a consulting expert and the assignment becomes a legal matter, do you know that your role may transition to that of a testifying expert?  What are the differences between these two roles? 

Terry C. Taylor, PE, and E. J. Janik, CPA, CFF, CFE will co-moderate a panel consisting of Val Mansfield, Executive General Adjuster with McLarens and Brett A. Wallingford, Esq. of Zelle LLP.  Mr. Mansfield will walk attendees through the insurance claim process and what he looks for when hiring a consulting expert to assist him in adjusting a commercial insurance claim.  Mr. Wallingford will discuss his experiences working with the consulting expert engaged by the insurance carrier(s) during or after the claim process, as well as instances where he has been assigned a case to represent the carrier or their insured and he has searched for a testifying expert.

FEWA Members: Please note that when registration opens, you will need to sign in to your FEWA member account in order to receive member pricing.


SPEAKERS

Val Mansfield

Val began his career in insurance services in 1987. Val moved into the field of independent adjusting in 2004 when he became actively involved in Complex Commercial Property Loss Management.

In 2009, Val graduated from the GAB Protégé Intensive Training and Mentoring Program and was subsequently promoted to the level of Executive General Adjuster.

Val joined McLarens in 2011. Val has developed a portfolio of business specializing in Manufacturing, Hospitality, Churches and School Districts. He has managed numerous Complex Property and Special Risk Losses.

 

Brett A. Wallingford, Esq.

Brett handles complex coverage and extracontractual matters for several major insurance companies. He represents clients throughout the United States on some of their most important matters including the World Trade Center disaster and Hurricanes Katrina and Rita. His insurance coverage practice covers a wide range of topics including complex business interruption, contingent time element and commercial general liability issues. Brett also handles commercial litigation matters including reinsurance and intellectual property matters.

Terry C. Taylor, PE (Co-Moderator)

Terry Taylor is a Principal Engineer with Haag Engineering Co.   He also serves as Branch Manager of the Austin Office and Director or Professional Development for Haag.  Mr. Taylor has been employed 34 years with Haag as a civil/structural forensic engineer, and he has performed thousands of assignments as a consulting and testifying expert involving residential, commercial, and industrial structures.

Click for full CV

E. J. Janik, CPA, CFF, CFE (Co-Moderator)

E.J. Janik has over 31 years of full-time forensic accounting services, including accounting, financial, economic, construction, fraud and business dispute consulting, with expert witness experience.

EXPERIENCE

  • Over 48 trial/hearing testimonies in 8 states:  9 Federal, 17 State, 22 Arbitration
  • Over 80 total expert testimony matters
  • Over 685 business dispute and consulting matters (31 years)
  • 150 financial audits (Public Accounting - 7 years)
  • Over 11 years of engineering & construction matters

EDUCATION

  • LSU: M.S. Accounting
  • Rice University: Bachelor of Commerce
  • Loyola University, New Orleans

PROFESSIONAL ORGANIZATIONS

Member:

  • AICPA (American Institute of Certified Public Accountants)
  • ACFE (Association of Certified Fraud Examiners)
  • FEWA (Forensic Expert Witness Association)
  • FVS (Forensic and Valuation Services, AICPA section Associate
  • NACVA (National Association of Certified Valuators and Analysts)
  • IBA (Institute of Business Appraisers) 

Click for full CV


This course has been approved for 2 CFLC credits

Venue

Park City Club

5956 Sherry Lane, #1700

Dallas, TX 75225

214-373-0756

Registration

Advance Registration
Member price: $65.00
Non-member price: $70.00

On-site Registration
Member price: $75.00
Non-member price: $80.00

Register Now

Registration will close May 9, 2019 12:00am

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