John Levitske

John Levitske

Chicago, Illinois, United States
12K followers 500+ connections

About

John Levitske, CPA/ABV/CFF/CGMA, ASA, CFA, MCFLC, CIRA, MBA, JD, Partner…

Experience

  • HKA Graphic

    HKA

    Chicago, Illinois, United States

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    Lisle, Illinois, United States

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Chicago Area

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    Greater Pittsburgh Area

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    Greater Pittsburgh Area

Education

Licenses & Certifications

Publications

  • "Recent Developments in Business Divorce Litigation 2023"

    "Business Law Today," American Bar Association, Business Law Section

  • "Recent Developments in Business Divorce Litigation 2022"

    "Recent Developments In Business And Corporate Litigation," 2022 Edition, American Bar Association, Business Law Section

    Contributor.

    See publication
  • “Has the Pandemic Increased the Need for Expert Witnesses in M&A Disputes?"

    "Articles," American Bar Association, Expert Witnesses Committee

    Co-author.

  • “Measuring Valuation Damages for Breach of Fiduciary Duty Claims in Shareholder Disputes During the COVID-19 Pandemic (Importance of Valuation Date and Financial Forecast),”

    "Articles" and "Sound Advice," Business Torts & Unfair Competition Committee, American Bar Association, Litigation Section

  • "Business Divorce," chapter

    "Recent Developments in Business and Corporate Litigation," 2021 Edition, American Bar Association, Business Law Section

    Contributing editor.

    See publication
  • “Business Divorce” chapter

    "Recent Developments in Business and Corporate Litigation 2020," American Bar Association, Business Law Section

    Contributing editor. This chapter includes certain cases involving business valuation issues in business divorce and ownership disputes.

  • "Internal Investigations"

    "Business Law Today," American Bar Association, Business Law Section.

    Co-author:
    - "Internal Investigations: An Introduction" (Part 1 of 3), December 2, 2019
    - "Internal Investigations: Outsourcing" (Part 2 of 3), April 30, 2020

  • “Internal Corporate Investigations” chapter

    "Guide for In-House Counsel," American Bar Association, Business Law Section

    Co-author of chapter.
    "Internal corporate investigations may become necessary for a variety of reasons. Therefore, new in-house lawyers should be aware of areas in which internal investigations may be warranted and the considerations and steps to take when conducting an internal investigation. Even though such investigations vary depending on the particular conduct involved, whether regulatory agencies are already involved, and the industry, certain considerations carry through all internal…

    Co-author of chapter.
    "Internal corporate investigations may become necessary for a variety of reasons. Therefore, new in-house lawyers should be aware of areas in which internal investigations may be warranted and the considerations and steps to take when conducting an internal investigation. Even though such investigations vary depending on the particular conduct involved, whether regulatory agencies are already involved, and the industry, certain considerations carry through all internal investigations." (Editor's note)

  • "Preparing In-House Counsel and External Lawyer Advocates for Effective, Good-Faith Mediation of Mergers & Acquisitions"

    "Business Law Today," American Bar Association, Business Law Section

  • "Reflections on the 1-2-3's of Mediation of a Merger & Acquisition Dispute"

    "Business Law Today," American Bar Association, Business Law Section

    Co-author.
    "This article shares some thoughts from several of the participants in a recent program by the Dispute Resolution Committee concerning the value of preparing for, as well as fully participating in, a mediation to obtain the best results for your clients and your clients’ companies."

  • “Well-Established Principles Key to Expert Witness Testimony” / “Current Dell Appraisal Rights Litigation Case on Appeal in Delaware Chancery Court May Provide Valuation Insights” / “Why It Pays to Invest in Expert Analysis”

    "Paradigm," Huron

    “Well-Established Principles Key to Expert Witness Testimony” (co-author, July 2017), “Current Dell Appraisal Rights Litigation Case on Appeal in Delaware Chancery Court May Provide Valuation Insights” (June 2017), “Why It Pays to Invest in Expert Analysis” (March 2017)

  • “Managing Post-Merger & Acquisition Purchase Price Disputes” chapter

    "Alternative Dispute Resolution Deskbook for the Business Lawyer," American Bar Association, Business Law Section

    Co-author of chapter.
    "Too little attention has been paid to a delicate and consequential area of the M&A lawyer’s practice: Drafting processes to manage disputes that may be anticipated to arise after the closing of an acquisition. These disputes may involve disagreements on valuation, questions of the accuracy of representations, or any number of contingencies that the parties agreed to as part of the deal, yet too often didn’t think through in terms of the process to be followed in the…

    Co-author of chapter.
    "Too little attention has been paid to a delicate and consequential area of the M&A lawyer’s practice: Drafting processes to manage disputes that may be anticipated to arise after the closing of an acquisition. These disputes may involve disagreements on valuation, questions of the accuracy of representations, or any number of contingencies that the parties agreed to as part of the deal, yet too often didn’t think through in terms of the process to be followed in the event they come to different conclusions. This chapter takes a disciplined look at the topic from the perspective of two informed M&A practitioners, a lawyer and an expert witness, both of whom have also served as arbitrators." (Editor's note.)

Courses

  • Dale Carnegie Leadership Training for Managers

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  • KPMG FLS Leadership Forum and Advanced Leadership Forum

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  • The Dale Carnegie Course

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Projects

  • “Judges & General Counsel Discuss the New Time Standards for Illinois Trial Courts and The Effective Use of Court Appointed Neutrals to Assist the Court,” Chicago Bar Association, June 8, 2023

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    Panel speaker

  • "Preview and Highlights of Business Divorce Court Cases Covered in the ABA Business & Corporate Litigation Update," Webinar, Business Divorce & Complex Ownership Disputes Committee of the Chicago Bar Association, April 11, 2023

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    Panel speaker in this webinar on April 11, 12:15 PM CT, hosted by the Business Divorce & Complex Ownership Disputes Committee of the Chicago Bar Association.

  • "Recent Developments in Business & Corporate Litigation: Trial Practice, Business Divorce, and D&O Officer Liability Insurance." American Bar Association Business Law Section's Hybrid Spring Meeting, April 27, 2023

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    Panel speaker: April 27, 2023.

  • "Valuing Lost Profits for Litigation Purposes, 2023," Financial Poise Webinar

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    Moderator of webinar, March 23, 2023.

  • "Valuation 2022," Financial Poise, Webinar Series

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    Moderator of webinar series.

  • "M&A BOOT CAMP - 2021; Post-Closing Issues: Integration & Potential Buyer/Seller Disputes," Financial Poise webinar

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  • "Quantifying Business Valuation in Business Divorce and Complex Ownership Disputes: The Importance of Valuation Date and Financial Forecast," Chicago Bar Association, Business Divorce & Complex Ownership Disputes Committee webinar

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  • “Advising Clients in Wind-Downs, Separations and ‘Business Divorce’: How to Use ADR and Other Tools to Steer Business Owners Through a Break-Up of a Closely-Held Business.” American Bar Association, Business Law Section, Annual Meeting, Sept. 24, 2021

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    Panel speaker.

  • Forensic Expert Witness Association 2021 National Conference, June 11-12, 2021

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    Moderator:
    "Tips From the Bench for Expert Witnesses," June 11, 2021.
    "Practical Aspects of Virtually Presenting and Demonstrating Documents and Physical Evidence at Trial," June 12, 2021.

    See project
  • "Valuation 2021," Financial Poise, Webinar Series

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    Moderator of webinar series:
    "What's it Worth? Valuing a Business for Sale," Feb. 3, 2021
    "Valuation Lost Profits for Litigation Purposes," Mar. 3, 2021
    "Selecting the Right Valuation Expert," Apr. 7, 2021
    "Minority and Illiquidity Discounts," May 5, 2021
    "Valuing Your Brand and Other "Soft" Assets," Jun. 2, 2021

  • "Live Interactive Workshop on the Use of Remote Expert Witness Testimony,” Forensic Expert Witness Association and Chicago Bar Association, November 19, 2020 (Part I) and May 19, 2021 (Part II)

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    Panel speaker.
    Part I: Bench trials. (November 19, 2020)
    Part II: Jury trials. (May 19, 2021)

  • “Drafting Buy-Sell and Valuation Provisions in Limited Liability Company Operating Agreements,” LLCs Institute 2020, American Bar Association - Business Law Section, November 9, 2020

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    Panel speaker.

  • 2020 ASA (American Society of Appraisers) International & Advanced Business Appraisers Conference

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    Faculty recruitment advisor.

  • "Valuation Symposium in Light of COVID-19," Chicago Bar Association, June 8, 2020

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    Business valuation speaker in this program hosted by the Chicago Bar Association's Business Divorce & Complex Ownership Disputes Committee on June 8, 2020 | 12:15-1:30 p.m. Central Time | Live Webcast (rescheduled to June 15, 2020)

  • "Summit on the Role of the Expert in ADR: Mediation and Arbitration,"Forensic Expert Witness Association, webinar, May 27, 2020

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    Moderator.

  • "Tips for a More Secure Environment for Online Dispute Resolution," American Bar Association, Business Law Section, Webinar, May 11, 2020

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    Panel speaker.

  • “EBITDA and Other Scary Words,” Daily DAC / Financial Poise Webinar, January 23, 2020

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    MBA Shortcut 2020 - Episode #1 - “EBITDA and Other Scary Words”
    Panel Speaker.

  • "Valuation in Corporate Transactions," Daily DAC/Financial Poise, Webinar Series

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    Moderator:
    • Part #1, October 4, 2019 – “When, Who & Why to Value Your Assets”
    • Part #2, October 11, 2019 – “How to Value Your Assets”
    • Part #3, November 8, 2019 – “Focus on Valuing Brand and Other 'Soft' Assets”

  • "2019 Colloquium on Topical Business Valuation Issues in Business Divorce & Complex Ownership Disputes from the Appraisers’ Perspective," Chicago Bar Association, Business Divorce & Complex Ownership Disputes Committee, October 14, 2019

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    Chairperson and speaker.

  • "Making Difficult & Distressed Corporate Divorce & Complex Ownership Disputes Resolvable through Mediation & Arbitration, Inside and Outside of Court Litigation," American Bar Association, Business Law Section Annual Meeting, September 14, 2019

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    Co-chair and panel speaker.

  • "Prepping Clients + Crystalizing Issues for Resolution of Corporate Divorce & Complex Ownership Disputes through Mediation & Arbitration," American Bar Association, Business Law Section Annual Meeting, September 14, 2019

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    Co-chair and moderator.

  • "The Appraiser and Review of the Appraiser’s Work in Alternative Dispute Resolution Proceedings (Mediation and Arbitration) As Retained Expert and as Neutral," Joint ASA Advanced Business Valuation and International Appraisers Conference, August 27, 2019

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    Panel speaker.

  • "Introduction to Ethical Presence Awareness for Expert Witnesses," Forensic Expert Witness Association, Webinar, April 17, 2019

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    Moderator.

  • "Drafting ADR Clauses for Financial, M&A and Joint Venture Disputes," American Bar Association, Business Law Section Spring Meeting, Vancouver, BC, CA, March 28, 2019

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    Program co-chair.

  • "Business Breakups 2019," Financial Poise Webinar through Thomson Reuters/West Legal Center, Feb. 5, 2019

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    Panel speaker.

  • "Considerations in Choosing Between a Transactions Attorney, Business Litigator or Former Judge as the Mediator of an M&A Dispute Involving a Distressed Company," American Bar Association, Business Law Section Annual Meeting, Austin, TX, Sept. 14, 2018

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    Moderator and program co-chair.

  • "Primer on 'Thinking Before Doing' (Civility, Professionalism & Process) for Expert Witnesses, from the Trial Lawyer's Perspective," Forensic Expert Witness Association, Webinar, September 12, 2018

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    Moderator.

  • "Resolving Shareholder Disputes," Financial Poise Webinar through Thomson Reuters/West Legal Center, May 8, 2018

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    Panel speaker.

  • "Mediating E-Discovery Issues in Post-Merger & Acquisition and Distressed Company Disputes," American Bar Association, Business Law Section Spring Meeting, April 13, 2018

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    Moderator and program co-chair.

  • "Nuts & Bolts of Lost Profits Cases," Financial Poise Webinar through Thomson Reuters/West Legal Center, April 10, 2018

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    Panel speaker.

  • "Complex Financial Litigation: Common Issues and Strategies in Business Breakups," Financial Poise Webinar through Thomson Reuters/West Legal Center, March 6, 2018

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    Panel speaker.

  • "Finance & Accounting 101 Series: Advising the Start-Up," Financial Poise Webinar through Thomson Reuters/West Legal Center, February 13, 2018

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    Panel speaker.

  • “Cross-Examination of Expert Witnesses, from the Trial Lawyer's Perspective,” Forensic Expert Witness Association, Webinar, February 7, 2018

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    Moderator.

  • Arbitration Competition 2018 National Finals, American Bar Association, Law Student Division

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    Judge.

  • "Tips on How Lawyers Find Expert Witnesses, The Trial Lawyer's Perspective, " Forensic Expert Witness Association, Webinar, November 16, 2017

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    Moderator.

  • "How to Read Financial Statements and Financial Journalism," Financial Poise Webinar through Thomson Reuters/West Legal Center, October 17, 2017

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    Panel speaker.

  • "A Primer on Persuasive Speech for Expert Witnesses, The Trial Lawyer's Perspective," Forensic Expert Witness Association, Webinar, September 20, 2017

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    Moderator.

  • "Preparing In-House Counsel and External Lawyer Advocates for Effective and Good Faith Mediation of M&A and Other Business Disputes," American Bar Association, Business Law Section Annual Meeting, September 14, 2017

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    Program co-chair.

  • "Valuation in Business Divorce: Discounted Cash Flow & Its Components," American Bar Association, Business Law Section Annual Meeting, September 15, 2017

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    Co-presenter.

  • “A Primer on Direct Examination of Expert Witnesses, from The Trial Lawyer's Perspective, “ Forensic Expert Witness Association, Webinar, August 16, 2017

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    Moderator.

  • "Financial Advisors' Toolbox," Association of Insolvency & Restructuring Advisors, Annual Bankruptcy & Restructuring Conference, Dallas, TX, June 6, 2017

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    Panel speaker.

  • "Lessons Learned in Valuation Dispute Cases, Frrom the Financial Experts' Perspective," Annual Pharma Law Conference, New York City, April 27, 2017

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    Panel speaker.

  • “The 1-2-3’s of Mediation of A Merger & Acquisition Dispute,” American Bar Association, Business Law Section Spring Meeting, April 6-7, 2017

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    Program co-chair.

  • Business Valuation Dispute Hot Topics: "Lessons Learned in Recent Statutory Fair Value and Fair Market Value Litigation Cases Across the U.S.,"​ Webinar through Huron and Holland & Knight, March 16 and April 18, 2017

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    Panel speaker.

  • "Nuts & Bolts of Lost Profit Cases: Complex Financial Litigation for the Non-Expert,"​ Financial Poise, Webinar through Thomson Reuters/West Legal Center, February 23, 2017

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    Panel speaker.

  • "Midwest Regional Expert Witness Conference,"​ Forensic Expert Witness Association, Chicago, IL, October 15, 2016

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    Program co-chair.

  • "Post-M&A Dispute Arbitration Appeals,"​ American Bar Association, Business Law Section Annual Meeting, Boston, MA, September 9, 2016

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    Program chair and moderator.

  • "Post-Closing Business Integration,"​ Financial Poise, Webinar through Thomson Reuters/West Legal Center, June 22, 2016

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    Panel speaker.

  • "Managing Crossborder M&A Disputes For Effective Resolution & Enforcement,"​ American Bar Association, Business Law Section Spring Meeting, Montreal, QC, Canada, April 8, 2016

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    Co-chair and panel speaker.

Honors & Awards

  • Who's Who Legal: Consulting Experts 2024: Investigations, Forensic Accountants

    Who's Who Legal

    WWL Ranking: Recommended
    Category: Experts - Investigations, Forensic Accountants

    https://www.lexology.com/firms/hka/john_levitske

  • Who's Who Legal: Consulting Experts 2023, Financial Advisory and Valuation: Quantum of Damages

    Who's Who Legal

    Consulting Expert Reports
    Experts - Financial Advisory and Valuation - Quantum of Damages
    WWL Ranking: Recommended
    Category: Experts - Financial Advisory and Valuation - Quantum of Damages

    https://www.lexology.com/firms/hka/john_levitske

  • CFA Institute PL Program 15-Year Milestone Badge

    CFA Institute

    CFA Institute Professional Learning Program 2022 15-Year Milestone: completion of a minimum of 20 hours per year, for 15 consecutive years, of learning geared toward increasing the knowledge, skills, and abilities of an investment professional

  • Who's Who Legal: Consulting Experts 2022, Financial Advisory and Valuation: Quantum of Damages

    Who's Who Legal - Law Business Research Ltd.

  • Who's Who Legal: Consulting Experts 2021, Financial Advisory and Valuation: Quantum of Damages

    Who's Who Legal - Law Business Research Ltd.

    https://whoswholegal.com/john-levitske

  • Who's Who Legal: Consulting Experts 2020, Financial Advisory and Valuation: Quantum of Damages

    Who's Who Legal - Law Business Research Ltd.

  • Who's Who Legal: Consulting Experts 2019, Financial Advisory and Valuation: Quantum of Damages

    Who's Who Legal - Law Business Research Ltd.

  • Key Figure: USA Best Arbitration Support Firms, Leading Firms Tier

    Leaders League

    Selected as USA Best Arbitration Support Firms, Leading Firms Tier: Key Figure

  • The International Who’s Who of Commercial Arbitration, 2011 – Experts

    Who's Who Legal - Law Business Research Ltd.

  • Fellows of the American Bar Foundation (ABF)

    American Bar Foundation

  • President's National Meritorious Service Award - 2019

    Forensic Expert Witness Association

Organizations

  • Chicago Bar Association

    Chair, Alternative Dispute Resolution Committee

    - Present
  • American Bar Association

    Member-at-Large, Standing Committee on Audit

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    Member-at-large representative to the Standing Committee on Audit which assists the Board of Governors of the American Bar Association in fulfilling its oversight responsibility relating to financial reporting processes, audit processes (internal and external), the effectiveness of its system of internal controls and compliance with laws and regulations.

  • American Bar Association, Business Law Section

    Senior Advisor, Dispute Resolution Committee

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    * Chair / Liaison of the Dispute Resolution Committee's Task Force for Mediation Training for M&A Attorneys * Business Law Section representative on the ABA’s Working Group on the Singapore Mediation Convention

  • American Bar Association, Business Law Section

    Chair, Dispute Resolution Committee

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    The mission of the Dispute Resolution Committee is to aid business lawyers in understanding and using alternative dispute resolution processes. The goals of the Committee are to focus on education for Section members; to encourage interaction between corporate legal departments and private law firms in the development of dispute resolution options relevant to the business needs of clients; and to foster continuing liaison and collaborative efforts with other Sections and other committees within…

    The mission of the Dispute Resolution Committee is to aid business lawyers in understanding and using alternative dispute resolution processes. The goals of the Committee are to focus on education for Section members; to encourage interaction between corporate legal departments and private law firms in the development of dispute resolution options relevant to the business needs of clients; and to foster continuing liaison and collaborative efforts with other Sections and other committees within the Business Law Section.

  • American Bar Association, Business Law Section

    Member-at-Large, Membership Board

  • American Bar Association, Business Law Section

    Co-Chair of Investigations, Enforcement and White-Collar Subcommittee of the Business Law Section’s Business & Corporate Litigation Committee

  • American Bar Association, Litigation Section, Commercial & Business Litigation Committee

    Co-Chair (former), Expert Witness Sub-Committee

  • American Institute of Certified Public Accountants

    Exam Question Writer (former), Uniform Certified Public Accountant Exam and Accredited in Business Valuation Exam (former)

  • CFA Institute

    CFA® Examination Grader, 2022

  • Chicago Bar Association

    Member, Business Divorce and Complex Ownership Disputes Committee

  • Daily DAC - Financial Poise

    Faculty

  • Forensic Expert Witness Association

    National Board of Directors Member, National President (former), National Vice President of Education (former), Chicago Chapter President (former),

  • Point Park University, School of Business

    Adjunct Faculty (former), Auditing

  • University of Pittsburgh, College of Business Administration

    Adjunct Faculty (former), Accounting and Finance

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