How to Start, Build, and Run a Successful Medical Expert Witness Practice, February 2-3, 2023, Clearwater Beach, FL

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This is SEAK’s most popular expert witness training program. Learn the step-by-step process for obtaining expert witness assignments and excelling at them. Expert witnessing is interesting work which allows physicians the opportunity to teach and explain their field to judges, jurors, and lawyers. What is learned while analyzing cases as an expert often helps physicians perform better in their clinical roles. Physicians are commonly compensated for their time at $500 or more per hour. Trials are typically rare (most cases settle or are dismissed before trial) and most of the work consists of research, analysis and report writing — which can be done from home. 

How to Start, Build, and Run a Successful Expert Witness Practice is appropriate for physicians of all specialties and with all levels of expert witness experience including both highly experienced and novice experts. You will be ready to start accepting expert witness assignments immediately upon completion of this course. 

The Sandpearl Resort, Clearwater Beach, FL, February 2-3, 2023

Learning Objectives: 
At the completion of this course you will learn:
• The role of expert witnesses in civil litigation,
• What attorneys are looking for from their experts,
• How to properly define your area(s) of expertise and practice areas,
• How to draft a curriculum vitae appropriate for expert witness work,
• How to get cases,
• How to avoid ethical problems and maintain your integrity,
• The essentials of expert witness report writing,
• How to set your fee and collect it,
• What to bill for and when,
• How to draft a retention agreement to protect your rights,
• How to form defensible opinions,
• Techniques for maintaining your independence and objectivity,
• How to exceed expectations,
• How to build a tremendous reputation,
• Ethics,
• Expert witness risk management techniques, and 
• Much, much more.

Registration Information: Tuition is $1,395 until November 18, 2022; $1,495 November 19, 2022–January 11, 2023; $1,595 after January 11, 2023 and includes continental breakfast and lunch with faculty each day and a detailed conference manual. Register early and save. A special 50% discount is available on one new or renewal standard listing in the SEAK Expert Witness Directory placed by attendees during the February 2023 seminars.  

CANCELLATIONS: Conference cancellations received in writing on or before January 11, 2023 will receive a full tuition refund. Persons canceling after January 11, 2023 will receive a full tuition credit.

Stream On Demand Option: A stream on demand online version of this course is also available, for more information please click here. 

LOCATION/HOTEL ACCOMMODATIONS: Clearwater Beach has been rated the #1 beach in the United States! A limited block of rooms will be available at special rates at the site hotel, the AAA Four Diamond Sandpearl Resort  ( ($299+tax single or double occupancy) in Clearwater Beach, FL. This rate includes access to the fitness center as well as internet access in your room. Rooms are limited and this rate expires on January 11, 2023 so you are encouraged to make your reservations as soon as possible. To make your reservations, please call 866-384-2995 and say that you are with SEAK, Inc. or click here. The Sandpearl features a zero entry pool, spa, private beach, beach-front fire pit, beach sports rentals, 24-hour room service, 24-hour bell service, live entertainment, concierge service, two restaurants (including the 4 diamond Caretta on the Gulf), and child care services. The Sandpearl is located within walking distance of dozens of restaurants and is a 20 miles/30 minutes cab, rideshare or shuttle ride from Tampa International Airport, so we suggest saving money and time by not renting a car. 

Continuing Education Information: SEAK, Inc. is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. SEAK, Inc. designates this live activity for a maximum of 14 AMA PRA Category 1 Credit(s). Physicians should claim only the credit commensurate with the extent of their participation in the activity. 

Distinguished Faculty: 

parker.jpgRichard A. Parker, MD is founder and managing director of Parker Healthcare Innovations, LLC and is CMO for Arcadia Healthcare Solutions—an EMR aggregation and analytics company. Formerly he was a practicing internist from 1988-2012; an assistant professor of medicine at Harvard Medical School since 2000; and from 2000 to 2015, he served as medical director and then chief medical officer (CMO) of the Beth Israel Deaconess Care Organization (BIDCO). As a practicing internist for nearly 30 years, he was recognized by Boston magazine as one of Boston’s best internal medicine doctors and is a 2010 and 2012 recipient of the BIDMC Schwartz Center’s Compassionate Caregiver Award. Dr. Parker graduated from Harvard College in 1978 and the Dartmouth-Brown program in medicine in 1985. Dr. Parker is a highly experienced expert witness. His cases have involved both medical malpractice and hospital negligence. 

webcircles-kelly-wilbur.jpgKelly J. Wilbur, Esq., is a former litigator who specialized in personal injury defense, tried several cases and worked with expert witnesses and independent medical examiners regularly. Kelly is Assistant Vice President/Associate Consultant at SEAK where her duties include teaching expert witness seminars and consulting with expert witnesses on issues such as report writing, deposition/trial prep, and business development. She received her J.D., cum laude, from the University of Massachusetts School of Law in 2015 and graduated from St. Mary’s College of Maryland with a B.A. in Political Science. Kelly can be reached at 781-491-6802 or  

Day One (Thursday, February 2, 2023) 

8:00 – 8:30 The Role of Expert Witnesses in Civil Litigation
Attendees will learn the proper role of expert witnesses in civil litigation. Included is an explanation of Federal Rule of Evidence 702 and the types of specific assignments physician experts can expect from retaining counsel including forensic consulting, report writing, and where necessary, testifying at deposition or trial. Questions & Answers

8:30 – 9:30 What Successful Expert Witnesses Have in Common
Faculty and the attendees will analyze what some of the nation’s “go to” experts have in common and how they got to their position of prominence. Videorecorded interviews of the experts will be reviewed. Lessons for the attendees will be drawn from these examples. Questions & Answers

9:30 – 10:30 Finding and Developing Your Niche in the Expert Witness Marketplace
Faculty will explain the advantages of identifying a niche for yourself. Attendees will be provided with a protocol for researching their niche, determining the proper fit and developing their niche to its fullest potential. Questions & Answers


10:45 – 12:00 Pulling Together a CV Appropriate for Expert Witness Work
Anyone considering starting an expert witness practice needs to maintain a CV. Attendees will learn the importance of an accurate, up-to-date CV, what should and should not be on a CV, and how mistakes in preparing CVs can damage or destroy an expert’s credibility. Sample CVs will be provided. Questions & Answers


12:45 – 1:45 Bulletproofing Yourself – Your Qualifications, Marketing Activities, Web Site, Image & Reputation
A mock trial demonstration followed by bottom line bullet point advice with numerous examples on how to avoid potentially devastating problems in an expert’s qualifications, marketing activities, web site, image and reputation. Questions & Answers

1:45 – 2:15 Bulletproofing Your Opinions – Passing the Daubert Tests, Your Methodology
An in-depth discussion of the legal requirements of Daubert and FRE 702 as they relate to how an expert forms and expresses his/her opinion(s) and the admissibility of the opinions. Numerous examples will be discussed. The lecture continues with practical advice on how to avoid being caught in a Daubert nightmare and how to use the Daubert criteria as a roadmap to bolster the persuasiveness of any opinion. Questions & Answers

2:15 – 3:00 Bulletproofing Your Opinions – Research, Investigation, Chart Review and Examination
An expert witness’s opinion will only be as strong as the facts, research and investigation upon which it is based. Attendees will learn how to conduct an investigation, perform research and collect data in a manner that bolsters an expert’s opinion. Questions & Answers


3:15 – 3:45 Bulletproofing Your Opinions – Managing the Potentially Damaging Influence of Retaining Counsel
Expert Witnesses often severely damage or destroy the persuasiveness of their opinions by allowing retaining counsel to improperly influence (or appear to influence) their investigation, assumptions, and opinions. In this segment attendees will learn how to insulate their opinions from the appearance of being under the influence of retaining counsel, for example through the information the expert witness relies upon, the modification of draft and preliminary opinions, and through the communications between the expert witness and retaining counsel. Questions & Answers

3:45 – 4:00 Bulletproofing Your Opinions – Rebuttals and Commenting On Other Experts
Commenting on another expert’s opinions is an area that gets many experts into unnecessary difficulty. In this segment experts will learn the right way and wrong way to comment on another expert’s opinions. Questions & Answers

4:00 – 5:00 Best Practices in Forensic Office Management
Attendees will learn a myriad of techniques that will help them run an efficient and successful litigation support consulting practice. These include optimum new case intake procedures, billing systems, document receipt and retention policies, support staff training and instruction, file maintenance, trial scheduling, procedures for keeping your CV up-to-date, how to account for all time spent on the case, responsibilities and boundaries, security and confidentiality protocols and developing and using forms, templates and checklists. Questions & Answers

Day Two (Friday, February 3, 2023) 


7:00 – 8:00 Best Practices in Dealing with Counsel
A frank discussion of how to best deal with retaining and opposing counsel. Included is an explanation of the importance of maintaining boundaries, how to best communicate with retaining counsel, the importance of not giving away your theories or reviewing any confidential information until you have been retained, how to deal with non-responsive or incompetent lawyers, how to deal with failure to prepare you for deposition or trial, being pushed beyond your true area of expertise, how to handle “rush” requests for reports and opinions and how to avoid problems before they materialize. Questions & Answers

8:00 – 9:00 Best Practices in Report Writing
Faculty will review the most efficient methods for dealing with requests for preliminary, draft, and other written reports. Best practices for responding to input from counsel, formatting, editing, controls over release of the report, signing, and proofreading will be provided. There will also be an in-depth discussion on the use and misuse of computer templates to assist in report writing. A sample expert witness report will be provided. Questions & Answers


9:15 – 10:00 Deposition Best Practices
Attendees will be provided with an in-depth look at scheduling, billing, postponements, cancellations, errata sheets, and retention/destruction of deposition transcripts. Questions & Answers

10:00 – 10:45 Trial Best Practices
Attendees will learn more than twenty techniques to help them prepare for trial. These techniques deal with issues which include dress, logistics, travel, scheduling, payment, and visual aids. Questions & Answers


11:00 – 12:00 Best Practices in Fee Setting, Fee Schedules & Agreements, Billings and Collections
Experts will learn how to correctly value their time and set their fee. They will be taught the importance of not undercharging and how to determine exactly what their time is worth. Also included is a detailed discussion of the amount and frequency of retainers, whether retainers should be non-refundable, cancellation fees, expense reimbursement and proven techniques to improve collections of expert witness and consulting fees. Questions & Answers


12:45 – 1:45 Advanced Marketing Techniques for Building an Expert Witness Practice
Faculty and attendees will engage in a frank discussion and analysis of the utility of: search engine optimization, social media, networking, writing articles, speaking, directory listings, fees, advertising, referral services/brokers and 24-7 marketing. Questions & Answers

1:45 – 2:15 Ethics and Risk Management
Experts will learn how to deal with common ethical problems and will learn the potential civil and professional liability of experts. Numerous specific risk management techniques for experts will be explained including avoidance, maintaining the appropriate insurance coverages, due diligence, confidentiality protocols, anti-spoliation procedures, avoiding conflicts and the overriding importance of being 100% honest. Questions & Answers

2:15 – 2:30 Conclusion and Takeaways
Concluding remarks will be preceded by an attendee and faculty generated numbered list of action steps and takeaways from the covered material that attendees will be taking home to their practices to start, build and run a better and more successful expert witness practice. Questions & Answers

What past attendees have to say: 

“The entire training course was filled with many useful lessons. Understanding the importance of communicating with direct and cross examination was very important. Understanding the limits of staying within the experts field of expertise was very important, I could go on...” 

“The chemistry and respect among presenters added to the high quality of the course and facilitated learning.” 

“Awesome presentation and instruction from industry leading pros!” 

“Very impressed with the knowledge of all the instructors. The format of the course was exceptional and easy to follow. All of the attendees were treated fairly weather the attendee was an experienced expert or a novice.” 

“The CV/resume exam segment was very useful. Like many in the audience, I will be working to improve mine!!”

“Pearls of wisdom/experience [were] freely shared by presenters. I especially liked them saying what rate they recommend each type of expert charge (i.e. surgeon vs. engineer).”

“One of the most practical seminars that I’ve attended”

“Loaded with powerful information”

“Instantly executable information.”

“Very enlightening- a big eye opener.” 

“Superb experience.”

“The course was wonderful and I am extremely grateful for all your insight and knowledge.”

“Excellent! Well worth the time and money.”

“Great course, very detailed and helpful to jumpstart my EW practice. “

“One of the most applicable trainings I have been to in a long time (I attend multiple a year).”

“I liked that the speakers went individually through the class and told them a fee range that would be acceptable. As the owner of a small business in a very specialized field, I’ve struggled to know what fees are appropriate for me.”

“A++; Thank you for your feedback and time.”

“Absolutely loved the dynamic “no hold barred” disposition of both presenters. Great.”

“I found both presenters to be informative & captivating. A two-day seminar often involves glazed-over looks at some point, but the attendees of this course were attentive & hanging on every word.”

“The SEAK trainers were Stellar. I found the staff trainers to be the most informative.”

“Excellent, only wish I had taken the course when I first heard about it”

“Loved it!”

“Excellent. The faculty have taken so much great information and condensed it into an invaluable starter kit. I’m amazed at the things I’ve learned in just 2 days.”

“It was such a good course and well worth the time and money.”

“The training was excellent-very informative, engaging speakers, great teaching methods.”

“You guys are great, very personable, honest, available and engaging, great job.”

“Excellent, well organized, engaging, and practical.”

“Loaded with powerful information.”

“Phenomenal-did not want the seminars to end.”

“The information provided during this conference was incredible. This was certainly an investment in my practice and not an expense for it.”

“Informative, inspiring and fun. I learned what I need to get started and be successful.”

“Thank you and thanks to the entire SEAK team....I attend a decent amount of seminars with my Civil Engineering degree...yours was top notch!!!!” 

“Can’t tell you how the course fired me up. Been working all day getting my business together.” 

“Thanks to the three of you for such a cohesive and informational course. Your presentation styles generated a want to listen and learn.”  

“The most useful/interesting part of this course was the no-nonsense, straight up communication styles of all three speakers and the depth of knowledge that each speaker brought to the table.” 

“I have taken a lot of training classes over the years, this was the only one where I was completely engaged over two days. In addition to your hand outs, I left with 10 pages of notes. Can’t wait for additional classes!” 

“The best meeting I’ve attended in several years.”

“Awesome course! I will keep in touch and look forward to another course.” 

“Learned the “Framework” necessary to start my Medical Expert Witness practice with confidence!” 

“The format, particularly with this faculty, is outstanding. The best of the best in their respective fields, with the whole being even greater than the sum.” 

“Excellent overview of how to get started and move forward in the expert witness profession.”

“Fantastic!! Educational, fun & thought provoking!!!”