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ACOPA Webcast: The Actuary as an Expert Witness

ACOPA Webcast: The Actuary as an Expert Witness
Available Until May 24, 2018

Speaker: Ethan E. Kra, FSPA, Principal, Ethan E. Kra Actuarial Services, LLC

IRS Program Number: N/A

Webcast Outline: Click here.

   

Description: 
Expert witness assignments are exciting and profitable. However, they can also be difficult, controversial, and time-consuming. In this webcast you will learn the keys to success in this area based on the speaker’s experience in expert witness assignments. The most important aspects of being an expert witness will be covered, including preparation, depositions, and testimony. Some interesting and challenging cases will be discussed, such as the role and qualifications of the expert along with the latest revisions to Actuarial Standard of Practice 17. Dr. Kra will illustrate the perils and traps that even the most experienced actuarial practitioner may run into when being deposed or cross-examined in a legal proceeding. If you would like to know what you might expect from testifying on actuarial issues in a legal proceeding, this thought-provoking webcast is not to be missed!

Key Takeaways:
1. Appreciate the varying roles the actuary can play in litigation support: consulting expert versus testifying expert and what types of assignments are out there?
2. Recognize when to accept and when to turn down an assignment: do you have the requisite expertise and how should you staff and manage the project?
3. Avoid the pitfalls: what to do and what not to do as an expert
4. Become acquainted with the mindset for considering a consulting and/or testifying expert
5. Become knowledgeable of the legal and professional processes
6. Become equipped to participate constructively in the process

Registration Deadlines: 
Live: 5/24/2017
On-Demand: 5/24/2018

CE Credit: 2 ARA, No ERPA, 2 JBEA Noncore

About the Speaker:

Ethan Kra is an independent consulting actuary, specializing in litigation support/expert witness, advice on multiemployer plan exposures and strategies, and the financial aspects of executive benefits. Previously, he was a Senior Partner and Chief Actuary-Retirement of Mercer, where he consulted in the areas of the design and funding of pension and group insurance benefits, structuring and funding of non-qualified pension benefits, and the proper accounting for expense of employee benefits. Ethan specializes in analyzing the economic and accounting implications of financing strategies and vehicles for employee and executive benefits. He was instrumental in helping defense counsel craft mitigation strategies that resulted in a reduction of hundreds of millions of dollars in the cost of settling a major litigation. In another case, Ethan served as an expert witness in tax arbitration, justifying the selection of a discount rate, resulting in the preservation of a $1.5B tax deduction. In addition, Chief Justice Roberts, in a 5-3 majority opinion, twice cited an amicus brief structured by him.

Individual Viewer Additional Viewers 
ASPPA/ACOPA Member: $115  ASPPA/ACOPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]