Marty Dirks

Expert Witness

Investment Strategy & Analysis

Rob Jones

ChFC, CFE, Expert Witness

Securities Claims Management, LLC

Hollie M. Mason

Attorney, Expert Witness

Stout

Moderated by Colleen Diles, "Mastering the Art of Direct Examination" brings together expert panelists Marty Dirks, Rob Jones, and Hollie Mason to explore the essential strategies for delivering effective expert testimony.

The session begins by defining the distinct role of the expert witness and illustrating how experts contribute to the overall case narrative. The panelists will discuss the fundamental purpose of direct examination, how to achieve the attorney’s objectives through clarity and credibility, and the importance of maintaining neutrality throughout the legal process.

The panelists will also delve into the practicalities of preparing opinions and materials and cover the strategic use of demonstratives and visual aids to enhance testimony without creating distractions. Participants will gain insight on techniques for effective testimony and maintaining a professional demeanor through body language and clear communication.

The panel will conclude by addressing common challenges, including handling poorly worded questions and ensuring that all testimony remains strictly within the expert's designated area of expertise.

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 the next webcast:

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.