Frank A. Wisehart, Partner, CPA50 Fremont Street
San Francisco, CA 94115 Phone: (415) 500-5108 Fax: (415) 956-1405 Email: firstname.lastname@example.org Website: www.bakertilly.com
Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and LITIGATION CONSULTING practice that specializes in the legal, corporate and insurance markets globally.
Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years.
Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.
CPA's, ABV's, CFF's, CFE's, MAFF's
MBA, Cornell University; BS, Business Administration, Miami University
Baker Tilly International
Frank Wisehart is a court approved expert witness with over 25 years of experience in: Forensic Accounting; Business Valuation; Lost Profits; IP Valuation; Family Law; Commercial; Damages; Bankruptcy/Reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt
Barbara Luna, PhD, CPA, CFE, ASA, ABV, CVA, Partner
15490 Ventura Blvd., Suite 300
John Luna, CPA, CFE, ABV, JD, MBA, Partner
Dean Atkinson, CPA, CFE, ABV, Partner
Venita McMorris, MA, Partner
Sherman Oaks, CA 91403 Phone: (818) 981-4226 Fax: (818) 981-4278 Email: email@example.com Website: www.wzwlh.com
Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior "Big Four" accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.
PhD, CPA, CFE, ASA, CVA, ABV, CGREA.
PHD - Applied Math - Harvard
MBA/JD - UCLA
David W. TollenFounder
Sycamore Legal, P.C.336 Bon Air Center
Greenbrae, CA 94904 Phone: (415) 278-0950 Email: firstname.lastname@example.org Website: www.sycamorelegal.com/
Technology contracts and relationships, including agreements regarding software licensing, software-as-a-service (SaaS), cloud computing, IT professional services, e-commerce, and data security. (Attorney, author, and trainer re the above.)
J.D.; LL.M.; B.A.
J.D., Harvard Law School, 1993; Ll.M., Cambridge University, 1994; B.A., History, U.C. Berkeley, 1990.
Registration and Licenses
Member, State Bar of California.
Lecturer at UC Berkeley Law School. Founder and Trainer on IT contract drafting and negotiation, Tech Contracts, LLC; Founder and attorney, Sycamore Legal, PC. Former General Counsel, Centura Software Corp (public). Former VP Business Development, Clicktime, Inc. Former Associate, Morrison & Foerster, LLC.
Author of the number-one bestseller from the IP Section of the American Bar Association; multiple periodical recognitions for best or most innovative law firm for technology contracts.
Tollen, "THE TECH CONTRACTS HANDBOOK: Cloud Computing Agreements, Software Licenses, and other IT Contracts for Lawyers and Businesspeople", 3rd Ed. (ABA Publishing, 2021); multiple articles on IT contracts, including at www.TechContracts.com.
Multiple Expert Witness Engagements on Software Licensing, Cloud Computing Contracts, and Technology Services Agreements.
Ward Classen7822 Chelsea Street
Towson, MD 21204 Phone: (410) 967-0102 Email: email@example.com Website: www.wardclassen.com
IT contracting including Software Licensing and Development, Cloud Computing and Hosting, Software as a Service, Professional Services, Statements of Work (SOWs), Distribution and Reseller Agreements, Procurement and Escrow Agreements.
B.A.; J.D.; MBA
B.A., Economics, Trinity College (CT), 1982; J.D., Law, Catholic University, 1985; M.B.A, Finance, The Wharton School (University of Pennsylvania), 1990.
Registration and Licenses
State Bar of Maryland
Deputy General Counsel, Computer Sciences Corporation, General Counsel, Astea International Inc., Accenture LLP, International Mobile Machines Corporation (InterDigital).
Catholic University Law Review
ABA, Association of Corporate Counsel, Maryland State Bar Association.
Software Licensing and Cloud Computing for Licensees and Licensors (ABA Press); Numerous articles on software licensing, cloud computing and IT contracting.
Expert Witness for plaintiffs and defendants in both federal and state courts as well as arbitration on software licensing, cloud computing and technology licensing and escrow agreement issues.
Advisors/Experts @ MCS AssociatesManaging Partner
Norman Katz13681 Newport Ave.
Tustin, CA 92780 Phone: (949) 263-8700 Fax: (949) 263-0770 Email: firstname.lastname@example.org Website: www.mcsassociates.com
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.
MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.
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.
Brian H. Kleiner PhD, MBAProfessor (Emeritus) of Human Resource Management
at prestigious CA university551 Santa Barbara Avenue
Fullerton, CA 92835-2463 Phone: (714) 879-9705 Alternate: (714) 595-1891 Fax: (714) 879-5600 Email: email@example.com
Compliance of organizational policies, procedures, and practices with standards of human resources management; preventing and investigating complaints concerning sexual harassment and other forms of discrimination and harassment; ADA, interactive process, reasonable accommodation; CFRA, FMLA, workers’ compensation; retaliation, discipline, wrongful termination; negligent hiring/retention/supervision; independent contractor vs. employee classification; compensation, wage & hours, benefits/pensions; performance evalution, promotion selections, workforce- reductions; workplace violence, safety, OSHA.
PhD, MBA, BS
PhD Management, University of CA, Los Angeles: 1977; MBA, Management, University of CA, Los Angeles; BS, Business Administration, Drexel.
Registration and Licenses
Lifetime California Community College Instructor Credential in both Business Management and Psychology.
Human resources manager for Ford Motor Company; consultant to over 100 organizations concerning how to improve human resource management policies and practices.
2015, 2014, 2013, 2012 & 2011, Received university research award for quality of articles published in the most recent five years. 2008, Favorably featured in Employment Law Verdict Reports. 2007, Profiled in Bender's California Labor & Employment Bulletin. 2001, Outstanding Scholarly and Creative Activity Award. 2000, Faculty Merit Award. 1998, Creative and Scholarly Activity Award. 1997 and 1996 Performance Award. 1996, "Teacher Scholar" Award. 1995-96, Taught first graduate Managing Human Resources and Human Behavior in Organizations courses ever to be publicly televised. 1993. Nominee for Bradford Outstanding Educator in United States Award. 1992, Finalist for Outstanding Faculty Award, SBAE. 1986-90, Meritorious Performance Award. Selected for Marquis' Who's Who in Business Higher Education, Who's Who in Finance and Industry, Who's Who in California, and Who's Who in the World.
Society For Human Resource Management; Society for Nonprofits.
Over 500 in high quality professional and peer-reviewed academic journals. These Include “When it's time to say good-by: how to discharge workers without legal hassles," and "Workplace reduction guidelines," which was reproduced in a college textbook titled "Taking Sides: Clashing Views in Management,” published by McGraw-Hill. Also, "Designing Effective Performance Appraisal Systems," one of the most downloaded articles of all time, with over 12,500 downloads.
Have been retained in over 1,000 cases and have given trial/arbitration testimony over 80 times for plaintiffs and defense in over 15 California federal and state courts.