Expert Details
Intellectual Property (Patent, Trademark, Copyright), Breach of Contract, & Royalty Audit Financial Damage Calculations
ID: 733514
California, USA
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
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 |
|---|---|---|---|
| Years: 2016 to 2017 | Employer: Stout Risius Ross | Title: Managing Director | Department: |
Responsibilities:Litigation Support & Royalty Audit |
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| Years | Employer | Title | Department |
| Years: 2012 to 2014 | Employer: Beats Electronics | Title: Chief Audit Officer | Department: |
Responsibilities:Chief Audit Officer |
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| Years | Employer | Title | Department |
| Years: 2009 to 2012 | Employer: Green Hasson Janks | Title: Partner | Department: |
Responsibilities:Litigation Support & Royalty Audi |
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| Years | Employer | Title | Department |
| Years: 2008 to 2009 | Employer: Stonefield Josephson | Title: Partner | Department: |
Responsibilities:Litigation Support & Royalty Audi |
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| Years | Employer | Title | Department |
| Years: 2003 to 2008 | Employer: KPMG | Title: Partner | Department: |
Responsibilities:Litigation Support & Royalty Audi |
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| Years | Employer | Title | Department |
| Years: 1997 to 2003 | Employer: Ernst & Young | Title: Group Director | Department: |
Responsibilities:Litigation Support & Royalty Audi |
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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
forensics, contract analysis, termination, copyright law, fraud, economic analysis, patent damage, music royalty, music & entertainment, software intellectual property, intellectual property theft, entertainment intellectual property, intellectual property licensing, accounting fraud, entertainment contract, royalty audit, intellectual property damage, copyright damage, intellectual property compliance, intellectual property dispute, entertainment marketing, Digital Millennium Copyright Act, entertainment industry, patent claim construction, copyright infringement, royalty rate, software copyright