Members will be able to Login to view presentation materials at the Conference.
| Friday — July 26, 2024 | ||
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9:00 - 11:00
Ballroom Pre-Function
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New Member/First Time Attendee Breakfast & Discussion
New members and first-time attendees are invited to join Board members for a casual meet and greet breakfast to learn more about SER and how to maximize the benefits and resources of membership. (RSVPs required.) Sponsored by: Falk Financial Analysis  |
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| 9:00 - Noon |
Registration Hours Members sign in and pick up their badges and welcome packets. |
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Ballroom Pre-Function |
Buffet Lunch Members and registered guests. Coffee Sponsored by: REG Consulting LLC .png) |
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Paris Ballroom |
Annual Membership Meeting, Bob Graham, President
Welcoming Remarks; Introduction of New Members; Officers' reports, Election of President-Elect and Directors; SER Resources Review; Passing of the gavel to Incoming President, Elizabeth Falk.
Sponsored by:
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| 1:45 - 2:00 | Break
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| 2:00 - 3:00 Paris Ballroom |
FINRA Dispute Resolution Update Richard W. Berry, Esq., Executive Vice President and Director of FINRA Dispute Resolution Services (FDRS) A yearly tradition, where Rick updates members on trends in FINRA arbitration, new procedures, types of cases filed, award results. This year Rick will be joined by a colleague, Victoria Crane, Esq., VP and Associate General Counsel. |
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| Coffee Break Sponsored by: |
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Paris Ballroom |
A MASTERCLASS ON EXPERT WITNESS MINDSET Enhance your testimony game with an insightful session on the Expert Mindset. Panelists will share their experiences and tips on how to stay present during deposition and testimony, handle opposing counsel attacking your credibility/opinion, and maintain a calm tone and demeanor.
Moderator:Colleen Diles, member/Diles Consulting. Panelist(s): Jenice L. Malecki, Esq., Malecki Law; Gordon Yale, member/Yale Forensics
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| Break Sponsored by: |
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Paris Ballroom |
TBA Moderator: Paul Carroll, member/Sententia LLC Panelist(s): |
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| 6:15 - 7:00 Opaline Brasserie |
Cocktail Reception
Members and registered guests. Dress code: dress or pant suits for ladies/coats for men.
An opportunity to network, form new friendships and renew/burnish existing ones.
Appetizers Sponsored by: Diles Consulting
 Cocktails Sponsored by: Charles W. Ranson Consulting Group |
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Opaline Brasserie |
Annual Member/Guest Dinner
Members and registered guests, invited attorneys. Dress code: dress or pant suits for ladies/coats for men.
Keynote speaker: Tom Hardin, Ex-FBI informant (Tipper X from "Operation Perfect Hedge") turned impactful corporate trainer and keynote speaker, Mr. Hardin advocates for ethical, accountable organizational culture. Coffee & Dessert Sponsored by:
After Dinner Events: Guided Walk or Inside Trivia! |
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| Saturday — July 27, 2024 | ||
| Description | ||
Ballroom Pre-Function |
Buffet Breakfast Members and registered guests. Coffee Sponsored by: Falk Financial Analysis .png) |
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Ballroom Pre-Function |
Experts Roundtable Incoming President, Elizabeth Falk, hosts this informal but candid "give and take" session, a Roundtable tradition for over 30 years! |
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| Break Sponsored by: |
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| 10:20-11:10 Paris Ballroom |
A MASTERCLASS ON CONSULTING ENGAGEMENTS Moderator: Jerry DeNigris, member/Riverside Financial Panelist(s): Paul Carroll, member/Sententia LLC Jack Herrmann, member/Herrmann Dispute Resolution Services Ross Tulman, member/TIA Group |
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| 11:10-11:30 | Coffee Break Sponsored by: |
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11:30-12:20
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A MASTERCLASS ON REPORTS WRITING Moderator: |
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Ballroom Pre-Function |
Buffet Lunch Registered members only. Coffee Sponsored by: Securities Expert Witness & Litigation Support  |
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Paris Ballroom |
A MASTERCLASS ON DEPOSITIONS: "DEPOSITIONS ARE DANGEROUS - TO EXPERT WITNESSES" Even experts with substantial arbitration hearings experience (including cross examination) make a mistake to look at being deposed as “just like hearing testimony.” Trial or hearing testimony takes place on a level playing field – fair to both plaintiff and defendant (and their experts). Deposition testimony is the “home field” of opposing counsel, and very little about this “home field” is “fair” to the deponent or the party on whose behalf they were engaged. Moderator: |
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| Break |
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| 2:30- 3:20 Paris Ballroom |
A MASTERCLASS ON TESTIMONY Moderator: |
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| Coffee Break Sponsored by: |
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Paris Ballroom |
TYPES OF QUESTIONS AND STYLES EXPERTS FACE; AND HOW TO HANDLE
This panel of experienced experts will share their tactics for handling issues such as: hypothetical questions, "you would agree with me…", attempts to push expert out of their scope, questions asking for your best guess, aggressive styles, aggressive or annoying gestures, etc. Moderator:
Panelist(s): Alan J. Besnoff, member/Securities Expert Witness & Litigation Support,LLC Hollie M. Mason, member/Kroll Charles W. Ranson, member/Charles W. Ranson Consulting Group, LLC |
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5:30 TRANSPORTATION TO ARMY NAVY COUNTRY CLUB LEAVES
Post-Conference Dinner, Army Navy Country Club
Wrap up your conference experience with dinner at the prestigious Army Navy Country Club in Arlington. Nestled within the privacy of more than 500 scenic acres less than five miles from downtown D.C., Army Navy Country Club combines the Club’s historic grandeur and traditional elegance with its welcoming warmth and modern amenities. 9:15 TRANSPORTATION BACK TO SOFITEL LEAVES
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~Agenda and times subject to change and will be updated as information is provided.~
