Expert Details

Expert in Intellectual Property (Patent, Trademark, Copyright), Breach of Contract, & Royalty Audit Financial Damage Calculations

Expert ID: 733514 California, USA

Request Expert

Economic Damages Expert Witness, Royalty Audit, Fraud, & Forensics

Expert is experienced as an economic damages expert in State, Federal and USITC matters. In additional to economic damages and lost profits, Expert serves as an expert related to royalty audits and royalty auditor competence. He is a renown fraud investigator.

As a financial and economic damages expert witness, he has worked on matters from simple to more than $100 million complex litigation's. He works approximately 50/50 for plaintiffs/defendants.
Expert witness services for: intellectual property, patent disputes, copyright infringement, trademark infringement, false advertising, breach of contract, business interruption, class action, complex commercial litigation, fraud & forensics, Lanham Act, unfair competition, DMCA (expert witness for third largest award of $66 million), accountant malpractice, personal injury, product liability, royalty disputes, royalty auditor malpractice, royalty auditor independence, trusts & estates, wrongful termination, USITC.

He is a leader in understanding Georgia-Pacific factors given his supervision of more than 1,500 royalty audits. Expert also provides royalty audit defense work plus testifying on the responsibilities for an independent auditor in a royalty audit and professional standards.

Royalty Audits: Expert is recognized as a world leading authority in royalty auditing having lead the practice for two Big 4 Accounting firms, wrote two books on the topic (Oxford University Press & LexisNexis), numerous articles, and has given many presentations.

He has experience performing the following types of contract compliance audits: royalty, construction, motion picture, video games & TV participation, residual, statutory payments, most-favored-nation, oil & gas royalties, publishing, labor, digital distribution, reseller & distribution, time & material, vendor and supplier.

Industry Expertise: advertising, apparel, beverages, biotechnology, building materials, chemicals, computers, construction, consumer products, electronics, energy, environmental, hardware, home furnishings, manufacturing, media & entertainment, medical devices, movie theaters, motion pictures, oil & gas, pharmaceutical, pipelines, publishing, real estate, semiconductors, software, toys & games, video games, wireless communications.

Representative Career Clients: “A” list talent, Adobe, Amgen, Beats Electronics, DGA, Disney, Dolby, DreamWorks, DTS, DKNY, Ed Hardy, General Electric, General Motors, IGT, IMG, Marvel, Mattel, McDonalds, Microsoft, MLB, NFL, Occidental Petroleum, Obey, Paramount Pictures, Perry Ellis, Philips, Premier Inc, SAG, Silgan Containers, Scotsman Trailers, Sony Pictures, SRS, Toshiba, UCLA, Unocal, Warner Bros. Music, Warner Bros. Studios, Writers Guild.

Prior Employment Includes: KPMG Partner, CAO of Beats Electronics, Ernst & Young, Disney Consumer Products, Occidental Petroleum.

Expert named "Forensic Services Expert Witness of the Year" by the publication "Corporate America."

Financial damages

Expert may consult nationally and internationally, and is also local to the following cities: Los Angeles, California - San Diego, California - Long Beach, California - Santa Ana, California - Anaheim, California - Riverside, California - Glendale, California - Huntington Beach, California - San Bernardino, California - Chula Vista, California

Request Expert

Education

Year Degree Subject Institution
Year: 1986 Degree: Bachelor of Science in Business Administration Subject: Accounting Theory and Practice Institution: Cal. State Northridge

Work History

Years Employer Title Department Responsibilities
Years: 2016 to 2017 Employer: Stout Risius Ross Title: Managing Director Department: Responsibilities: Litigation Support & Royalty Audit
Years: 2012 to 2014 Employer: Beats Electronics Title: Chief Audit Officer Department: Responsibilities: Chief Audit Officer
Years: 2009 to 2012 Employer: Green Hasson Janks Title: Partner Department: Responsibilities: Litigation Support & Royalty Audi
Years: 2008 to 2009 Employer: Stonefield Josephson Title: Partner Department: Responsibilities: Litigation Support & Royalty Audi
Years: 2003 to 2008 Employer: KPMG Title: Partner Department: Responsibilities: Litigation Support & Royalty Audi
Years: 1997 to 2003 Employer: Ernst & Young Title: Group Director Department: Responsibilities: Litigation Support & Royalty Audi

Career Accomplishments

Associations / Societies
Association of Certified Fraud Examiners
American Institute of Certified Public Accountants
Licenses / Certifications
Certified Public Accountant (California & New York)
Certified Fraud Examiner
Certified Professional Environmental Auditor in Health & Safety
Certified Professional Environmental Auditor in Environmental Compliance
Certified in Financial Forensics (American Institute of Certified Public Accountants)
Professional Appointments
Member, Board of Regents. Association of Certified Fraud Examiners
Awards / Recognition
“Certified Fraud Examiner of the Year”
Member, Board of Regents. Association of Certified Fraud Examiners
National Innovation Award – Ernst & Young
“Forensic Services Expert Witness of the Year” – Corporate America News
Publications and Patents Summary
Books: 2
Articles: 9
Presentations: 7

Additional Experience

Expert Witness Experience
Expert has been an economics damages witness in approximately 65 matters. His testimony has been for plaintiffs and defendants in Federal, State, arbitration, and USITC matters. Case experience includes breach of contract, complex commercial litigation, patent, trademark, copyright, wrongful termination, false advertising, personal injury, energy, partnerships, and professional accounting standards related to royalty audits. His clients have won more than 90% of the cases where he has testified and his calculations have almost always been accepted over other experts. He has strong industry expertise in entertainment, apparel, energy, consumer products, construction, licensing, manufacturing, software, hardware, and toys. Expert was named Forensic Services Expert Witness of the Year by Corporate America News.
Vendor Selection
Flare
Marketing Experience
Declared marketing expert by USITC.

Language Skills

Language Proficiency
English Native

Fields of Expertise

Request Expert

Dev Tool:

Request: expert/intellectual-property-patent-trademark-copyright-breach-of-contract-royalty-audit-financial-damage-calculations
Matched Rewrite Rule: expert/([^/]+)(?:/([0-9]+))?/?$
Matched Rewrite Query: experts=intellectual-property-patent-trademark-copyright-breach-of-contract-royalty-audit-financial-damage-calculations&page=
Loaded Template: single-experts.php