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Working with a Financial Expert: From Engagement Through Deposition and Trial

Technical/CLE Track

New Webinar Series

1 CLE Credit for Wisconsin Attorneys; All Business Owners and Advisors Are Welcome

December 15 | 11 am- 12 pm CST

Join us for a webinar to gain insights about working with a financial expert. 

We’ll take participants behind the scenes of the expert process of working with a financial expert—from defining the scope of the engagement and gathering the right information through expert reports, discovery, deposition, and trial.

The goal is simple: help counsel, business owners, and advisors understand how to work more effectively with financial experts and make better use of their expertise throughout a matter. 

Register Now

Please feel free to forward on to colleagues. 

CapVal Webinar Schedule

This is a list of our complimentary webinars for 2026. All attorneys, business owners, and business advisors are welcome to attend as many webinars as you'd like. 

We also welcome your ideas for future topics or requests for customized presentations to your team. 

Date CLE? Registration
Business Valuation in Shareholder Disputes: Where the Fight Really Is 9/22/26 Reserve Seat 9/22
Beyond the Number: What a Business Valuation Can Tell You About the Business. 10/15/26
Reserve Seat 10/15
Lost Profits vs. Lost Business Value: Getting the Damages Theory Right 10/29/26 Reserve Seat 10/29
What Would Make Your Business Worth More? Turning Valuation Findings into Strategic Priorities 11/11/26 Reserve Seat 11/11
Buy-Sell Agreements Before They Become Litigation: Valuation Provisions That Actually Work 11/24/26 Reserve Seat 11/24
Is Your Business Ready for What Comes Next? Building Value, Transferability and Options

12/8/26

Reserve Seat 12/8
Working With a Financial Expert: From Engagement Through Deposition and Trial 12/15/26 Reserve Seat 12/15
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PRESENTED BY

Jane M. Tereba, ASA, CPA is President of Capital Valuation Group, specializing in business valuation and litigation support services. Jane enjoys that Business Valuation is an analytical challenge, provides continuous learning, and requires a deep dive into financial statements, market conditions, and industry trends.  Her professional experience includes over 15 years of public accounting prior to joining Capital Valuation Group in 2014. Jane obtained her degree in Accounting from the University of Wisconsin–Madison.

Enterprise Value Growth Flywheel 6.25 event