Forensic Expert Leadership Program
You’ve likely heard the term “expert witness” countless times, but what does that really mean? How smart do you have to be? And what’s considered an “expert” anyway?

Step up to the Stand
CalCPA Forensic Services Section will answer those questions and more through the Forensic Expert Leadership Program, which is designed to help forensic accounting professionals expand their practice and prepare for career development as a testifying expert. Top experts in forensic accounting and litigation will share their knowledge and review the skills required for serving as an effective expert witness.
The program is limited to 20 forensic accounting professionals with at least three years of experience and includes interactive components, including the opportunity to practice your testimony on video, get analyzed by a body language specialist, and participate in a mock trial with a judicial representative.
Among the key concepts covered in the five-day program:
Rules and standards related to expert testimony in judicial proceedings;
Presenting your forensic accounting experience to qualify as a testifying expert;
Marketing yourself as a forensic expert to attorneys and clients;
What juries and judges are looking for from forensic accountants;
Effective verbal and written communications for the litigation process and in expert and rebuttal reports;
Deposition preparation;
Do’s and don’ts of direct and cross examinations; and
Navigating the witness stand.
Past participants say:
"I got so much value from the program. In the years since I participated, I've had multiple testimony experiences and I can say that the program absolutely helped me to feel prepared and confident. I also met so many wonderful people (instructors, organizers, and other participants) that I have kept in touch with and who continue to positively impact my career."
- Rachel Hennessy, Hemming Morse
"The Forensic Expert Leadership Program was a great boot camp for improving the expert witness skill set. The instructors represent some of the best practitioners in the field. In addition, the students themselves are the future leaders in their firms and in the forensic field, just wanting to accelerate their learning curve."
- Ben Towne, Towne Advisory Services Corp
Dates and Locations*
Session 1: April 30-May 1, 2026 – Los Angeles (specific location TBD)
Session 2: June 4-6, 2026 – CalCPA Headquarters, Sacramento, CA
*Hotel information provided upon acceptance to the program
CPE: Approximately 33 hours (5.0 non-technical), MCLE: Approx 24 hours
Cost: $1,395 (includes breakfast and lunch for both sessions, as well as materials and CPE)
Application period is open until March 1, 2026.
Questions? Contact fss@calcpa.org.
Forensic Expert Leadership Program Agenda
Join us for an immersive and practical program designed to strengthen your skills as a forensic expert. This unique experience combines expert-led instruction, hands-on case studies, courtroom simulations, and valuable networking with colleagues and established leaders in forensic accounting.
Session 1
Foundations & First Impressions
Fundamental Concepts in Forensic Accounting
Establishing a solid technical and ethical foundation.
First Steps to Becoming an Expert
How to position yourself for expert work.
Managing Up: First Impressions
Building credibility with attorneys, judges, and juries.
Big Picture Case Study
Applying core concepts to a realistic forensic matter.
Communication & Casework
Communication Skills for Experts
Rule 26, report writing, and presenting opposite another expert.
Expert Declarations
Drafting persuasive, defensible documents.
The Forensic Case Study
Applying lessons to a comprehensive matter.
730 Expert & Damages Case Study
Exploring real-world family law and damages assignments.
Demonstratives Session
Crafting exhibits that clearly tell your story.
Session 2
Courtroom Skills
Courthouse Field Trip
Experience the courtroom setting first-hand.
Becoming a Better Witness
Practical guidance from experienced experts.
Using Non-Verbal Communication in Courtrooms
Recognizing and using non-verbal cues in court.
Depositions – Doing It Right
Strategies for clear and effective testimony.
Mock Depositions
Learn by doing in a safe, constructive setting.
Becoming Trial-Ready
Expert Bill of Rights
Understanding your rights and responsibilities.
Qualifying as an Expert
What judges and attorneys look for in testimony.
Depositions & Trials: Advanced Strategies
Building resilience for high-pressure questioning.
Mock Trials
Put your knowledge into practice with feedback from attorneys and judges.



