Date: Nov. 18, 2026
Time: 8 a.m. – 4:45 p.m. PT
Get ready to dive into an exciting day of insights, connections, and CPE with the Forensic Services Section. Don't miss this Fraud & Financial Investigations and Economic Damages Sections joint event that is full of the latest updates impacting the profession.
Please note: Events offered through the Forensic Services Section cannot be purchased with CPE Select40, CPE Select80 or Share100 prepaid education programs.
FSFSE1126
In-Person
CPAs, attorneys, and other forensic accounting and litigation professionals.
Update
Some knowledge of forensic accounting is preferred.
This meeting will be paperless. Materials must be downloaded from the CalCPA website three days prior to the meeting.
Fraud schemes continue to evolve, making awareness and early detection critical for both organizations and individuals. This session will explore current fraud trends, common warning signs, and practical ways to recognize potential fraud before becoming a victim. Drawing on real-world experience in banking and fraud prevention, Dan will discuss red flags to watch for and practical steps individuals and organizations can take to strengthen their defenses against fraud.
This session will cover the basics of forensic accounting topics in relation to patents. It will include an overview of patents and the related damages calculations, including lost profits and reasonable royalties. There will be a special focus on FRAND licensing considerations and valuations. This session will conclude with a panel discussion with patent licensing experts.
Pressure is part of the job. Burnout doesn’t have to be. In high-stakes, client-driven work, urgent demands, unpredictable workloads, and the expectation to always be available can make it difficult to see when normal pressure has become unsustainable. This interactive session explores how to recognize the signs of burnout in yourself and others, understand the role leaders play in shaping team expectations, and make practical choices that support performance without sacrificing well-being. Through real-world scenarios and discussion, participants will consider how to navigate client demands, individual capacity, and the realities of leading in an environment where pressure isn’t going away.
In an open forum, we will discuss topics including cases and laws shaping the use of AI, how AI affects privilege, training and expertise, the use of AI by experts, and the impact of AI on the perception of expert work.
This session will cover different ways to support the expert witness and counsel during all stages of trial, including pre-trial preparation, trial, and post-trial briefing. We will also discuss some key differences between trial and arbitration, including specific rules in certain venues that affect expert witness testimony.
When online wine retailer Underground Cellar filed for bankruptcy, its lender claimed more than 500,000 bottles that customers had already paid for. This session covers how customers resolved those competing claims and won back their wine, and how financial professionals can help work out the economics of a perishable product that is hard to store, maintain, organize, and ship when a company fails.
The CalCPA FSS room block at Signia by Hilton San Jose is open through October 27th. Reserve your room here.