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• “Accountants: Risks Presented in the Preparation of Compilation Reports for Private Investment Companies,” DRI Happenings, March 23, 2009 (joint author).
• “Liability Exposure Facing CPAs Who Fail to Detect Fraud”, DRI Professional Liability Seminar, New York, New York, December 12-13, 2013 (faculty presenter).
• “Advanced Commercial Damages”, Commercial Practice Seminar, Oregon Association of Defense Counsel, Portland, Oregon, May 16, 2014 (panel presenter).
• “Damages: Don’t Let Them be an Afterthought”, DRI Professional Liability Seminar, New York, New York, December 3-5, 2014 (faculty presenter)
• “Arthur Andersen’s Jury Verdict Reminds Us: It’s Not ‘Just a Compilation’”, DRI Professional Liability Seminar, New York, New York, December 3-5, 2014 (author – article).
• “Financial Fraud Awareness: A Panel Discussion”, CFA Society Portland, October 4, 2016 (panel member).
• “‘Expanded Discovery’ of Third Parties in Professional Liability Cases Can Yield High Return on Investment (ROI) for Defense Counsel and Insurance Companies”, DRI Riding the E&O Line, October 14, 2016 (author – featured article).
• “Cross-Examining the Expert Witness”, Commercial Practice Seminar, Oregon Association of Defense Counsel, Portland, Oregon, December 2, 2016 (panel participant).
• “When Things ‘Don’t Add Up’ – How a Tax Return Can Help Prove Investment Fraud”, Oregon Trial Lawyer, Spring 2017 (author).
• “Guarded Treasures of Third-Party Accountants Take Defense Cases from Rags to Riches”, DRI For the Defense, April 2017 (author – featured article).
• “Life After Death: Claims by Trustees Against Insolvent Entities”, DRI Professional Liability Seminar, New York, New York, December 12, 2017 (faculty presenter).
• “CPA Standard of Care (An Overview)”, DRI Professional Liability Seminar, New York, New York, December 12, 2017 (author – presentation).
• “Litigating Claims Against Accountants”, ProLaw CLE-A Legal Continuing Education Company, December 14, 2017 (author – presenter).
• “Litigation Against Tax Preparers Raises the Question: Can a Tax Preparer Really ‘Rely in Good Faith, Without Verification, on Information Furnished by the Tax Preparer or Third Parties’?”, Landy Insurance Agency Risk Management, January 22, 2018 (author – article).
• “Tax Preparation Red Flags – Investigate Red Flags When Preparing Tax Returns for Multiple Related Entities to Prevent Possible Loss Litigation”, Pearl Insurance / General Star Insurance Company Risk Management, June 22, 2018 (author – article).
• “CPA ‘Comfort Letters’ to Lenders and Third Parties May Be Traps for Violating Professional Standards and Creates Litigation Risk for Accountants”, Travelers Insurance Company Risk Management, July 31, 2018 (author – article).
• “Paycheck Protection Program (PPP) Webinars, Instructional Videos and Resource Materials”, 6 separate presentations regarding PPP eligibility criteria, loan sizing, forgiveness criteria, and special circumstances on behalf of a large Portland, Oregon law firm, the Oregon Society of Certified Public Accountants, and a large Oregon-based Community Credit Union, April – December 2020 (author – presenter).