Keith Loveland

Attorney, Expert Witness

Loveland Consulting

Hollie M. Mason

Attorney, Expert Witness

Stout

Jeffery E. Schaff
Expert Witness

Ardor Fiduciary Services, Ltd.

Learn the importance of clearly outlining expectations and objectives to streamline the engagement process.

Join SER Members Paul Carroll (Moderator) and panel speakers Keith Loveland, Hollie Mason, and Jeffery Schaff for the second installment of the 2026 PMC Webcasts. The panel will explore establishing a reputation as a true professional by mastering a disciplined process when working with retaining counsel, beginning with the initial interaction. This event covers essential preliminary footwork, such as listening to counsel’s assessment of the case and reviewing key legal documents and discovery dates to ensure a proper fit before suggesting potential opinions.

Attendees will gain insight on how to execute a professional follow-up by highlighting relevant expertise and clearly stating engagement letter terms and conditions. The discussion also focuses on demonstrating a command of the issues by explicitly defining the scope of the engagement. By maintaining transparency regarding limitations and offering referrals for topics outside an area of expertise, experts can cement a role as a valuable, much-needed part of the legal team for future engagement.

PMC webcasts are designed by the Practice Management Committee to assist members with their expert practice. This is the second in the 2026 series. Stay tuned for announcements on upcoming webcasts: 
PMC 2026-3 "Preparing for Direct Examination"

PMC 2026-4 "Preparing for Cross Examination"

Advance registration is required.

Please register at least 24 hours prior to the meeting.

Once registered, you should receive a confirmation email containing information about joining the meeting.

Reminders will be sent out one hour prior to the event.

(If you do not receive a confirmation, please check your spam folder.)

Disclaimer: The information in this program is not legal, accounting or other professional advice. All such information is for educational and general informational purposes only. The views expressed in this program are those of the individual presenters in their individual capacities only and are not necessarily the views of their respective employers or SER. All content in this program is provided “as is” and may not constitute the most up-to-date information and may not be free from errors. SER expressly disclaims any and all liability with respect to actions taken or not taken based on the content of this program.

This is a member-only event. If you are not a member, but interested in attending, please contact Executive Director Patti Koetting @ controller@securitiesexpert.org.

SER members work independently, not under SER's umbrella.

Attorneys can Search for, Contact and Engage Experts directly on our website using the "Find An Expert" feature.