Expert Witness (2009 Present): Forensic Economics
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- Horace Poole
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1 William G. Brandt, CPA, ABV, MBA, CFF P.O. Box Bainbridge Island, WA Telephone: Home - (206) Cell - (206) bill@brandtforensiceconomics.com Expert Witness (2009 Present): Forensic Economics Ten years of experience in litigation support, loss calculation and presentation of expert testimony. Clients include attorneys, claimants and insurance companies. Professional contractor working independently. Significant experience in financial analysis, loss calculation and testimony for the following types of claims: Life Care Plan Valuation Personal Injury Medical Negligence Wrongful Death Wrongful Termination Product Liability Workers Comp Malpractice PIP Losses Business Interruption Experienced Financial Manager Expertise in Accounting, Financial Analysis, Information Systems. Experience in large Fortune 100 companies as well as startup enterprises. Significant experience in: Business Valuations Financial Modeling Management Reporting Mergers & Acquisitions Litigation Support Corporate Investment Budgeting Cash Flow Forecasting Risk Management Strategic Planning Feasibility Studies Project Management Financial Analysis Auditing Sensitivity Analysis Rolling Forecasts Ad-Hoc Analysis Negotiation Support Past Professional Experience Forensic Economics: Professional Consultant in Forensic Accounting (Mueller & Partin, CPA s, Bellevue, WA, ) Prepare economic analysis reports and trial exhibits for legal cases and insurance claims involving business valuation disputes, anti-trust violations, breach of contract cases, property damage disputes and personal injury claims. Performed financial valuations of numerous privately held companies ranging in annual sales from $25,000 to $150,000,000, including manufacturers, retailers, construction companies, real estate agencies, insurance agencies, investment brokers, hotels and various service companies. Prepared analysis reports refuting valuations submitted by other economists and accounting firms. Worked with attorneys in formulating economic aspects of case strategy. Assisted attorneys and insurance companies in mediation proceedings and settlement negotiations. Developed complex financial models involving the use and analysis of economic statistics and financial records.
2 William G. Brandt, CPA, ABV, MBA, CFF Page 2 Professional Experience (Continued) Corporate Finance: Senior Financial Analyst (Starbucks Coffee Co., Seattle, WA, , Wizards of the Coast, , UTILX Corporation, ) Coordinated the budget process; Analyzed financial statements; Prepared reports and presentations for senior management and the board of directors and performed analysis as required. Performed acquisition and valuation analysis on five successful acquisitions. The average annual revenue of these companies was approximately $25,000,000. Performed strategic planning, performance analysis, market analysis and focused studies on specific areas of concern. Performed strategic planning, pricing studies, market analyses and other analytical projects. Gave testimony in litigation which resulted in a $2,600,000 favorable judgment. Designed and programmed a fully-integrated budgeting system using Cognos Planning Software (aka Adaytum). Consolidated the budget input from more than 250 departments. Prepared quarterly sales analysis reports for Investor Relations and the Board of Directors. Performed a broad array of ad-hoc financial analysis. Worked extensively with investment bankers and potential investors. Director of Corporate Development (Western Wireless Corporation, ) Identified and analyzed potential acquisition targets in accordance with the strategic objectives of the company. Performed valuation analysis reports of prospective acquisition candidates. Prepared reports for the Board of Directors analyzing the performance of the company s stock versus that of its major competitors. Previous Financial & Accounting Experience: Big-Four Audit Experience (Deloitte & Touche, ) & Controller of Small Businesses ( ). Education and Certifications Master of Business Administration (Finance & Economics Concentration), University of Washington: Honors (Top 10% of Class) Bachelor of Science, Business Administration (Accounting Concentration), Indiana University Certified Public Accountant (Washington Board of Accountancy) Accredited in Business Valuation ( ABV ) and Certified in Financial Forensics ( CFF ), granted by the AICPA Professional Affiliations and Community Involvement National Association of Forensic Economics (Conference Speaker, Vice President) American Institute of Certified Public Accountants Washington Society of Certified Public Accountants Collegium of Pecuniary Damages Experts (Conference Speaker, Past President) American Academy of Economic & Financial Experts (Conference Speaker) Western Economic Association International (Conference Speaker)
3 Testimony: 6/24/2010 Trial Aurdal v. Huntingford 8/16/2010 Deposition Wentz v. Carroll 8/25/2010 Deposition Cassell v. Portelance 10/21/2010 Trial McKenzie v. French 11/4/2010 Deposition Krolow v. Khalis 11/16/2010 Deposition MacDonald v. Alpha Sigma Phi 1/26/2011 Trial Krolow v. Khalis 4/12/2011 Deposition TT v. Bellevue School District 5/19/2011 Deposition Kok v. Tacoma School District 6/6/2011 Trial Thompson v. Assoc. Petroleum 6/6/2011 Deposition Jones v. Harding 6/15/2011 Deposition Trujillo-Murphy v. Franciscan 8/5/2011 Deposition Schlosser v. Huerta 8/22/2011 Deposition Schley v. Garnett 8/25/2011 Deposition Ouimette v. U.S. Bakery 10/4/2011 Trial Schley v. Garnett 10/11/2011 Deposition Enman v. Agrishop 11/3/2011 Deposition American Best Food v. Alea 11/17/2011 Deposition Overton v. State of Washington 12/16/2011 Trial Wheeler v. BNSF Railway Co. 1/23/2012 Deposition Jonassen v. Port of Seattle 1/25/2012 Deposition Mikels v. NW Commercial Improvements 2/7/2012 Trial Enman v. Agrishop 3/19/2012 Deposition Mynatt v. Gordon Trucking 3/21/2012 Deposition Le v. Brutscher 4/9/2012 Deposition Osborne v. REI 4/11/2012 Trial Gangle v. Swedish Health Services 4/24/2012 Trial Le v. Brutscher 4/27/2012 Deposition DeArman v. Marcoo, Inc. 5/2/2012 Trial Jumamil v. Lakeside Casino 5/22/2012 Deposition Leung v. Murakami & Dodson 6/14/2012 Deposition Moorlag v. Barron Heating 8/17/2012 Deposition Johnston v. Hidden Cove POA 10/18/2012 Deposition Richard Davis v. Timothy Beaver 10/25/2012 Trial Knappett v. Safeco 10/30/2012 Deposition Hoffman v. Foss Maritime 1/14/2013 Deposition Suarez v. GLY Construction 1/16/2013 Deposition Wilson v. Good Samaritan Hospital 1/18/2013 Deposition Johnson v. McGuire 1/24/2013 Deposition Wittenberg v. PUD #1 of Skamania Cty. 1/29/2013 Trial Currier v. Northland Services, Inc. Page 1 of 4
4 1/30/2013 Deposition Johnson v. A-1 Best Computers 2/11/2013 Deposition Joslin v. Swedish Health Services 3/1/2013 Deposition McCormick v. Lagerway 3/7/2013 Deposition Flesher v. Unimark Truck Transport 3/7/2013 Deposition Hodgdon v. Multicare Health Care 3/19/2013 Trial Wilson v. Good Samaritan Hospital 4/10/2013 Trial Joslin v. Swedish Health Services 4/10/2013 Trial Williams v. McLean 4/11/2013 Trial McCormick v. Lagerway 5/10/2013 Deposition Forhan v. PCS 5/14/2013 Deposition Noel v. State of Washington 5/23/2013 Deposition Binchus v. WA 6/17/2013 Arbitration Powers v. Kroger 6/18/2013 Trial Hor v. City of Seattle 7/2/2013 Deposition Hinds v. Lyckman 7/8/2013 Deposition Basra v. Tyndall 7/22/2013 Deposition Dennis v. Trans Western 7/24/2013 Trial Hinds v. Lyckman 7/30/2013 Trial Basra v. Tyndall 8/15/2013 Deposition Sanders v. King County 8/21/2013 Deposition Meyer v. Sunset Air 9/9/2013 Deposition Marin v. King County 9/16/2013 Trial Rickey v. Cline 9/25/2013 Deposition McMillan v. Providence 10/2/2013 Deposition Morris v. S&L Development 10/15/2013 Deposition Shirley v. Bill's Towing & Garage 11/22/2013 Deposition Wisenor v. Summit View 12/3/2013 Trial Dill v. City of Lynnwood 12/9/2013 Trial Turner v. Fraser's Boiler Service 12/10/2013 Trial Robbins v. Alco Industries 12/12/2013 Trial Shirley v. Bill's Towing & Garage 12/18/2013 Deposition Olson v. CBS Corp. 12/19/2013 Deposition Lamotte v. State of Washington 1/15/2014 Deposition Gehman v. UPS 1/16/2014 Trial Gloria v. Pruzan 1/21/2014 Trial Meyer v. Sunset Air 2/17/2014 Deposition Fitzgerald v. The Markets LLC 3/31/2014 Deposition Turner v. Fraser's Boiler Service 4/21/2014 Trial Swimmer v. Group Health 4/24/2014 Deposition Heidt v. Toker 5/2/2014 Deposition Barrett v. Anderson 6/4/2014 Trial Heidt v. Toker Page 2 of 4
5 7/8/2014 Deposition Cham v. American Seafoods 7/15/2014 Trial Cassell v. Portelance 8/18/2014 Deposition Curtiss v. The Erection Company, Inc. 8/21/2014 Deposition Wietersen v. Snohomish County 9/3/2014 Deposition Oganessova v. Mutual of Omaha 9/8/2014 Trial Anitei v. Port of Seattle 9/16/2014 Trial Marin v. King County 9/23/2014 Deposition Howell v. Gradall 9/30/2014 Deposition Runte v. Almeralla-Rodriguez 10/8/2014 Trial Hong v. Choi 10/8/2014 Trial Barrett v. Anderson 10/14/2014 Trial Springer v. D'Amico 10/16/2014 Trial Piel v. City of Federal Way 11/13/2014 Deposition McIntyre v. Harrison Medical Center 12/7/2014 Trial Parkin v. Harborview 1/13/2015 Deposition Finlay v. Jarris 1/14/2015 Deposition Black v. Columbia Pediatrics Presentations/Publications over the Previous Ten Years: 6/30/2011 WEAI Conference: San Diego, CA. 3/17/2012 CPDE Conference: Las Vegas, NV. 3/29/2012 AAEFE Conference: Las Vegas, NV. 7/1/2012 WEAI Conference: San Francisco, CA. 10/5/2012 FFEW Workshop: Springdale, UT. 3/23/2013 CPDE Conference: Las Vegas, NV. 6/29/2013 WEAI Conference: Seattle, WA. 6/30/2013 WEAI Conference.: Seattle, WA. "The Importance of Correlation between Historical Investment Returns and Historical Inflation Rates in Damage Award Calculations" "Consideration of Inflation Risk and Market Risk in Deriving a Discount Rate for Income Loss and Life Care Claims" Panel Discussion: "The Rule 703 Dilemma: Does the FE Own His/Her Analysis Assumptions," Co-Panelists, Jane C. Moriarty, J.D., David G. Tucek, MBA, MA. "Consideration of Inflation Risk and Market Risk in Deriving a Discount Rate for Income Loss and Life Care Cost Claims" "Walk-Through of a Typical Income Loss and Life Care Plan Valuation Model" Panel Discussion: "Discounting Streams of Income and Costs to Present Value (risk, return and attempting to make whole)," Co-Panelists, Patrick M. DeLangis, CPA/CFF, CFE, CFFA, William F. Landsea, Ph.D., & Joseph I. Rosenberg, MBA, MA, CFA, CDFA. "Assessing Economic Damages in Personal Injury and Wrongful Death Litigation: The State of Washington," Co- Presenter, Laura J. Taylor, Ph.D. "Panel Discussion: Parity in Risk," Co-Panelist, Gary R. Skoog, Ph.D. Page 3 of 4
6 10/5/2013 FFEW Workshop: Durango, CO. 10/25/2014 FFEW Workshop: Santa Fe, NM 12/31/2014 Publication: The Earnings Analyst, Vol. 14 "Alternative Worklife Expectancy Calculations in Specialized Situations" "Consideration of Market Risk when Discounting based on Yields for Treasury Inflation Protected Securities ("TIPS")" Discounting Future Losses to Present Value: Consideration of Inflation and Market Risk Page 4 of 4
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