Specialties

High quality, reasonably priced economic analysis/valuation in business, personal injury, wrongful death, employment discharge and marital litigation. Lost earnings, future care costs, labor/job markets consultation/studies. Develop/broker structured settlements.

Degrees/Licenses

BS, MS, MA, Cert. Earnings Analyst, Lic. Life Agent (CA).

Formal Education

BS, Finance, University of CA, Berkeley; MS, Finance, Boston University; MA, Counseling, St. Mary's College.

Registration and Licenses

Certified Earnings Analyst, Lic. Life Agent (CA).

Previous/Current Position

Vice President, The Udinsky Group. Adjunct Professor of International Investments, Dominican College. Adjunct Professor of Money and Banking, Statistics and Management, European Business School; Board Member, Bay Area Psychotherapy Training Institute.

Honors/Awards

Graduated first in Boston University Master's program. Honor's Student's Society, University of CA, Berkeley.

Prof. Affiliations

American Society of Appraisers (Business Valuation); American Rehabilitation Economics Association; American Economic Association; Career Planning Faculty Committee at Dominican College.

Publications

The Economics of Employment Discharge.

Prior Expert

30+ years experience in analyzing losses in Business, Personal Injury, Wrongful Death, Employment Discharge, Marital Litigation.

Specialties

Employment discrimination; Executive and employee compensation; sales employee compensation; Lost wages/benefits; Employability; Performance appraisal; Personnel policies/procedures; Wrongful termination; Determination of "reasonable employee compensation" in business shareholder, tax, and divorce cases (spouse working in family-owned business), California and Federal overtime exemption determination.

Degrees/Licenses

MBA; BA; Certified Compensation Professional (CCP)

Formal Education

MBA, University of Southern California; BA Industrial Psychology, UCLA

Previous/Current Position

1985 to Present: President and Principal Consultant at Personnel Systems Associates Inc. Employee compensation and performance management consultant. Expert witness since 1989. Instructor for over 30 years in employee compensation design and administration and in legal aspects of employee compensation for the professional certifying body in the compensation profession, WorldatWork. Member board of directors Orange County Compensation & Benefits Association.

Honors/Awards

Asked to speak and present for:
Group Health Assoc. of America
Professionals in Human Resources Association (PIHRA)
Society of Human Resource Managers
Chain Restaurant Compensation Assoc
WorldatWork

Prof. Affiliations

Orange County Compensation and Benefits Association. Forensic Consultants Association. WorldatWork (formerly American Compensation Association).

Publications

Articles published in Journal of Compensation & Benefits, Personnel, The Personnel News, Chapman University Economic Review, and Forensic Consultants Association News. Author of book Survey Sources, For U.S. and International Employee Pay & Benefits.

Prior Expert

Expert witness testimony in cases since 1989. Retained in both federal and California cases. Testified in both class action and individual cases. Testified in disputes related to employee compensation, employment discrimination, employee performance, employability, and value of lost wages and benefits. Types of cases include minority shareholder lawsuits, family law cases, IRS tax cases, and employee litigation.

Specialties

A nationwide specialist consulting and expert witness company (established 1973) that concentrates exclusively in Banking, Finance, Insurance, Real Estate, Financial Services, Economics / Statistics and Accounting and related Damages.

Area of Expertise include:
BANKING: Operations/Administration, Depository/Checking Accounts, Regulatory issues, Compliance; LENDING (all categories), Underwriting, Credit/Administration, Servicing, Policies/practice; FINANCE: Securities, Investments & Brokerage, Trusts & Fiduciaries, Bankruptcy, Foreclosures and Workouts, Investment Banking, Corporate Finance; REAL ESTATE: Lending, Brokerage, Title/Escrow, Property Management, Development; INSURANCE (all categories): Coverage, Claims, Broker/Agent functions, Industry Custom/Practice, Operations and Actuarial; DAMAGES & ACCOUNTING, Economics, Statistics, Valuations/Appraisals, Forensic Accounting & Accounting/Audit.

Degrees/Licenses

MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.

Prior Expert

As our primary focus for 30+ years, 500+ highly qualified and experienced experts/consultants providing evaluation, testimony and litigation consulting on behalf of both plaintiff and defendants of all types re: 4,000+ cases. Clients include leading national and regional law firms, also many smaller/boutique litigation firms and attorneys, and numerous governmental / regulatory agencies (FDIC, SEC, IRS, US and State DOJs, FHLB etc.)

We provide TARGETED SEARCHES AT NO COST for unique, hard-to-find/unusually specialized experts not already within our wide-ranging group; STRATEGIC ALLIANCES NATIONWIDE across the banking, financial, real estate and insurance industries; LEADING EXPERTS from the worlds of economics, accounting, academia and the regulatory agencies; POWERFUL CAPABILITIES IN DAMAGES, Forensic Accounting. Economic Analysis, and Valuations / Appraisals.

Specialties

Economics, finance, management, statistics. Reasonable fees, efficient, responsible, and excellent research, analysis & testimony for business valuations, loss of earnings, income, benefits, retirement, profits, household services & future expenses. Loss calculations owing to injury, death, wrongful termination, employment discrimination & business issues. Labor market studies, surveys, performance measures. Assist in the preparation of interrogatories, discovery and depositions. Excellent track record, client list & references. Much of my litigation consulting is in the Bay Area. Taught numerous MCLE courses on economic analysis.

Degrees/Licenses

B.S., M.A., Ph.D.

Formal Education

B.S., M.A., Ph.D. (1989), Economics, University of California.

Previous/Current Position

More than 30 years university faculty: University of California, Davis, University of California, Santa Cruz. California State University, Sacramento, & University of San Francisco. Teach various courses in economics, finance and business management. 28 years consulting experience.

Honors/Awards

Faculty Research Fellows Grant from the Center of California Studies (2000 & 2012), California State University, Sacramento; numerous contracts from California state government agencies 1991-2001 for applied research and analysis, incl Governor’s Office of Planning and Research. Chancellor’s Patent Fund Grant, Humanities Graduate Student Research Grant and Teaching Assistant Fellowship.

Prof. Affiliations

National Association of Forensic Economics, Sacramento County Bar (associate), American Economic Association, Association for Evolutionary Economics, The Friends of Mt. Athos Society.

Publications

Two on-line MCLE technical articles and examinations regarding economic analysis in personal injury and employment matters. Four on-line MCLE videos on economic analysis in employment, personal injury and wrongful death, business cases, and effective use of experts. Technical article on the issue of the appropriate discount rate in litigation. A seminal research book on the development of the Greek economy. Many technical reports for state agencies. My publications/reports have been cited numerous times by other authors.

Prior Expert

Cases include employment, business valuations, divorce, injury, death, lost profits, immigration, medical malpractice. More than 850 cases and for more than 200 law firms. Other states and B.C., Canada. Additionally, applied research and analysis for state government, insurance and financial institutions. Instructor - 30+ MCLE seminars. Attended MCLE classes. Interviewed by media for commentaries on economics 50+ occasions. Several public lectures on various topics in economics.