EW #509 expert witness testimony in patent, copyright, trademark and trade secret matters. Areas of expertise include lost profits and reasonable royalties. Clients have included H-P, IGT, Bank of West, Umax, Xilinx Capcom, Round Table Pizza, Quickie Designs Frymaster and BioRad. Have authored nine articles and spoken extensively on the licensing of technology and the determination of reasonable royalty rates.
Experience:
Over 400 litigation assignments. Clients have included Fortune 100 companies as well as small privately held businesses.
Education:
DBA in Finance, Golden Gate University, San Francisco, 2002
Dissertation Topic - "Intellectual Property Licensing"
MBA in Finance, Golden Gate University, San Francisco, 1987
BS in Accounting, University of Nevada, Reno, 1973
Professional Certificates:
Certified Public Accountant (CPA), States of California and Nevada
Certified Valuation Analyst (CVA)
Certified Fraud Examiner (CFE)
Summary of Experience:
Expert witness testimony in federal and state courts in over 80 matters.
Qualified as a financial expert in accounting matters and economic licensing. Specific Intellectual Property (IP) experience in patent, trade dress, trademark, copyright, and trade secret matters. Areas of IP expert testimony include determination of infringing sales, market share, lost profits, appropriate reasonable royalty rates, price erosion, and unjust enrichment damages.
Work Experience:
& Associates: Founder and Owner, 1996 to present.
IFS Ventures, LLC: Founder and Managing Member, 1997 to present.
Arthur Andersen: Partner, 1991 to 1996.
California Board of Accountancy: Special Investigator, 1990 to 1992.
Golden Gate University, San Francisco: Adjunct Senior Professor, 1988 to 2000.
Harry, Evans & Partner, 1987 to 1991.
Price Waterhouse: Senior Manager, 1979 to 1987.
Itel Corporation: Assistant Controller, 1978 to 1979.
Peat, Marwick & Mitchell: Senior Accountant, 1975 to 1978.
Castle & Cooke: Senior Accountant, 1973 to 1975.
Professional and Business Affiliations
Licensing Executive Society (LES), Member
Nat'l Assoc of Certified Valuation Analysts, Member
California CPA Society
Member, 1992-1998 Board of Directors
Chairman, 1991-1994 Accounting Principles and Auditing Stds Committee
Chairman, 1990 Litigation Consulting Conference
Chairman, 1984-1985 MAS Committee
CPA Educational Foundation, VP & Trustee, 1994-1997
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