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How CPAs Can Help Clients in Mediation

03.14.18 12:30PM – 03.14.18 1:30PM





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General Info

Mediation is a powerful tool that, if used effectively, can save millions of dollars and put an end to contentious litigation. Learn from an experienced mediator how to maximize the mediation process and the critical role that CPAs can play in the process. CPAs are uniquely situated to assist their clients in crafting creative solutions in a settlement context and assisting clients to realistically view their best and worst cases. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

This program will discuss the phases of mediation and the advantages and disadvantages to the process. Participants will:

  • Gain an understanding of the mediator's role
  • Get an inside look at how mediators evaluate differing conflict and communication styles
  • Discuss negotiation tools and tricks
  • Methodologies to evaluate the settlement value of your client's case
  • The important role that professionals play in the mediation process

Learn best practices for navigating a mediation including:

  • How to manage client expectations in mediation
  • How to best communicate with the mediator and the other side
  • How to provide the financial data to support best and worst case analyses
  • How to counterbalance the lawyer as an advocate with accurate data
  • How to assist in the avoidance of decision error
  • How to help document the settlement

Designed For
CEOs, directors, other corporate officers, CPAs, attorneys, auditors, regulators, investors
CPA Crossings, LLC
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