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Overview
Resources for Finding, Vetting, and Managing Expert Witnesses From Retention Through Trial
This practical program equips you with tools to assist attorneys throughout the expert witness lifecycle - from identifying and retaining experts to preparing disclosures, managing communications, and coordinating depositions and trial testimony. Receive customizable checklists, sample forms, and curated website resources that can be adapted to any litigation practice. You will leave this program ready to own expert witness management so your attorney can focus on winning the case. Register today!
- Identify and vet qualified experts quickly and confidently.
- Organize and manage the expert file so nothing falls through the cracks.
- Coordinate experts for disclosures, depositions, and trial with ready-to-use checklists.
Abbreviated Agenda
- Finding Experts: Organizations, Databases, and Website Links
- Conflicts Checks, Vetting, and Retention Checklists
- Expert Witness Agreement Template and Checklist
- Creating and Managing the Expert File
- Expert Communications and File Sharing: Best Practices and Pitfalls
- Expert Disclosure and Report Checklist
- Coordinating Expert Depositions (With Preparation Checklist)
- Trial-Ready Expert and Exhibit Checklists
- Expert Cost and Invoice Tracking Worksheet
Can't Attend Live?
Get the OnDemand instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Select Jurisdiction
Paralegal
Agenda
-
Expert Witness Resource Pack for Paralegals: With Checklists, Forms, and Website Links
- Finding Experts: Organizations, Databases, and Website Links
- Conflicts Checks, Vetting, and Retention Checklists
- Expert Witness Agreement Template and Checklist
- Creating and Managing the Expert File
- Expert Communications and File Sharing: Best Practices and Pitfalls
- Expert Disclosure and Report Checklist
- Coordinating Expert Depositions (With Preparation Checklist)
- Trial-Ready Expert and Exhibit Checklists
- Expert Cost and Invoice Tracking Worksheet
Who Should Attend
This basic level course will assist attendees in expert witness management. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Joshua C. Offenhartz
is an attorney with Offenhartz Law PLLC. He is a business attorney who represents clients in the finance, medical, construction, real estate and culinary industries. Mr. Offenhartz has significant experience managing all phases of litigation, including preliminary investigations, discovery, depositions, settlement negotiations, mediation, motions for summary judgment, trial and appeals. Additionally, he serves as outside counsel for several small, medium and growing businesses that need day-to-day legal advice for their growing companies. Mr. Offenhartz is a member of Madison School District's Financial Advisory Board and a board member of the Desert States Region of Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men's Art Council, and helps others by volunteering with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank and the Wounded Warrior Project. Mr. Offenhartz earned his B.S. degree in public administration from the University of Arizona, and his master's and J.D. degrees from Arizona State University. He is licensed to practice law in Arizona; Southern District Court, District of Arizona; and Southern Court of Appeals, Ninth Circuit.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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