Calculating Financial Damages and Valuations in U.S. Litigation: A 2017 Outlook
Calculating financial damages and valuations in litigation requires strict attention to rules and procedures when quantifying and presenting reliable and defensible opinions and testimony. More often than that, resolving business disputes requires judgment based on observable phenomena and uninfluenced by emotions or personal prejudices, plus access to resources, information and experience, and crucial scientific approaches.
Join an authoritative panel of key thought leaders in valuation services, financial advisory, and forensic support, assembled by The Knowledge Group, as they go beyond the basics of combining economic and accounting principles, choosing the right valuation models, and using various statistical techniques in calculating financial damages and valuations in litigation. Speakers will also provide dispute resolution insights on the current trends and will suggest practical guidance and best practices and strategies in preparing a highly defensible and cost effective damages presentations and testimonies in judicial proceedings in a clear, understandable, and persuasive manner.
The panel will also discuss, but not limited to:
- General Valuation Discussion
- Business Valuations and Analyses
- Economic Damages in Civil Litigation
- Damage Calculation and Valuation Models
- Intangible Property Valuation and Intellectual Property Infringement Damages Models
- Current Litigation Trends
- Reporting and Testimony in Litigation
- Litigation Support
Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, President
NAV Valuation & Advisory LLC
Armando C.L. Chavez, Director
Brian Buss, Founding Principal
Nevium Intellectual Property Solutions
Who Should Attend:
- Finance Specialists
- Brand Managers
- In-house and Outside Counsel
- Litigation Officers
- Litigation Practicing Lawyers
- Lawyers and Consultants involved in intangible assets, IP & related
- Senior Management
- And others interested in learning how to value intangible assets
Mr. Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, is the President of NAV Valuation & Advisory LLC (“NAV”). Prior to founding NAV, Mr. Kuczmarski served as a NYC Practice Leader in Financial Advisory Services for a top 10 accounting and advisory firm. He also has senior M&A investment banking experience as a Valuation Practice Leader for a leading M&A boutique bank.
In 2016, Mr. Kuczmarski was a recipient of the NACVA 40 Under 40 from the nation's leading valuation association, the National Association of Certified Valuation Analysts (NACVA). Mr. Kuczmarski is the sole author of the 300-page guidebook entitled The Executive’s Guide to Business Valuation: Essentials for Advisors and Business Owners.
Mr. Kuczmarski received a B.A. in Politics from Princeton University. He also received an dual MBA in both Finance and Professional Accountancy from Fordham University's Gabelli School of Business in both Finance and Professional Accountancy, where attended on an academic fellowship in both departments.
Mr. Justin Kuczmarski, MBA, CPA, CVA, CIRA, ABV, CFF, is the President of NAV Valuation & Advisory LLC (“NAV”). Prior …
Armando Chavez is a Director at Echelon Analytics. For 17 years, Mr. Chavez has concentrated in financial and litigation consulting involving the determination of intellectual property and commercial damages. Mr. Chavez has served as a damages expert in federal and state court proceedings. As a damages expert, Mr. Chavez has provided deposition testimony and testified in court proceedings.
Mr. Chavez has performed economic damages and financial analysis involving reasonable royalty, lost profits, convoyed sales, price erosion, defendant’s profits, and other intellectual property or financial analysis. He has assisted in license negotiations and conducted royalty compliance reviews. Mr. Chavez has consulted with Fortune 500, multi-national, and mid and small-sized companies across a wide range of industries.
Mr. Chavez has also taught as guest lecturer on the determination of economic damages in litigation and the valuation of intellectual property.
Armando Chavez is a Director at Echelon Analytics. For 17 years, Mr. Chavez has concentrated in financial and litigation consulting …
Brian Buss is a founding principal of Nevium Intellectual Property Solutions. A Chartered Financial Analyst (CFA) with over 20 years of experience in valuations, financial analysis and corporate finance both in the US and overseas. Brian provides strategic advice for IP portfolios and transactions, guidance in determining economic damages and profit apportionment in civil litigation, and performs valuations of trademarks, patents, copyrights, brand assets, trade secrets, technology assets, celebrity endorsements and marketing activities, and other intangible assets.
An expert in valuation and economic damages calculations, Brian is often engaged to analyze unique and proprietary assets and their economic impact and contribution to financial results. His expert opinions have been used in civil litigation, US tax court, and arbitration proceedings. He has spoken and authored papers on topics including damages in internet and social media infringement, IP valuation, and the economic impact of brand disparagement.
Brian also serves as a Managing Director, Valuation for Brand Finance, a UK-based specialist in brand valuation. Prior to launching Nevium, Brian worked at San Diego-based consulting firms, Westpac Institutional Bank, and Deloitte & Touche’s Financial Advisory Services group in New Zealand and San Francisco. Brian graduated from Claremont McKenna College and earned an MBA from San Diego State University.
Brian Buss is a founding principal of Nevium Intellectual Property Solutions. A Chartered Financial Analyst (CFA) with over 20 years …
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Method of Presentation:
Experience in financial services law
NASBA Field of Study:
Accounting - Technical
NY Category of CLE Credit:
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About Echelon Analytics
Echelon Analytics is a nationally recognized leader in economic and financial analysis, expert witness services, financial and forensic investigations, and business consulting. From its offices in Dallas, Houston, Salt Lake City and Los Angeles, the firm works with law firms, corporations, government entities, and private individuals across the United States and internationally in matters involving commercial damages, intellectual property disputes and valuation, and banking and finance litigation.
Echelon assists clients involved in commercial disputes and litigation, as well as those needing help assessing value and risk in the context of pre‐litigation, mergers and acquisitions, joint ventures, licensing, and sales. Echelon’s practitioners deliver complex information in an organized and easy‐to‐understand way for the users of the information to make important decisions, such as juries, investors, and government agencies. Learn more about Echelon at ea-us.com.
About Nevium Intellectual Property Solutions
Nevium provides solutions for valuing, managing and monetizing intellectual properties and intangible assets. We work with entrepreneurs, corporations, legal counsel and IP owners to analyze and maximize the value of IP and intangibles such as copyrights, trademarks, patents, brands, publicity rights, trade secrets, websites, social media activities, new technologies, and other proprietary assets. We are dedicated, experienced managers who provide clear, comprehensive and thoroughly researched analyses, reports and evaluations. https://nevium.com/