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MAIN CONFERENCESaturday, May 13, 2017AREA’s Annual Business Meeting will be held Saturday, May 13th (4:30-6:00 pm) in the Staff Commodore Room.ATTENTION! There will be a table at the Friday evening, May 12th President’s Reception for those interested inthe GET-TOGETHER FOR OLD SALTS AND NEW. This gathering is for newer members, for members wantinginput about sea changes in their existing practices, and for members who have advice and support to share.SATURDAY, MAY 13thSESSION 6 8:15 AM - 9:15 AMThe Do’s and Don’ts of Expert TestimonyThis presentation will cover tips learned from post trialinterviews of jurors as to the most and least effective waysof delivering your testimony.PRESENTER: Toni M. Blake JD MA2nd Chair Services (1.0 CEU)testify. These case types will be discussed along with relevantvocational issues such as employment references, active jobsearch, defamation, displaced workers, and bridge jobs. Thesession will provide an in-depth look at mitigation and itsdiscovery. Case studies will be presented with group participationto develop vocational/economic forensic opinions.PRESENTER: Carl Gann CDMS ABVE-D CLCPCarl Gann & Associates, Inc.(1.0 CEU)Taco Lunch Buffet—12:15-1:45 pm(Spinnaker Room)Refreshment Break—9:15-9:30 amSESSION 7 9:30 AM - 11:00 AMSESSION 9 2:00 PM - 3:00 PMRoundtable on CalculatingHousehold ServicesLost Earnings Considerationsfor Business OwnersThis is an interactive, audience-driven roundtable on issuesin calculating household services. Loss of householdservices may be the largest component of the totaleconomic loss but is often the least understood anddocumented part. The purpose of the session is not tofocus on a single method or dataset to calculate losthousehold services, but to think broadly about all thecomponents that are necessary to make a defensiblecalculation. The session will begin with a short introductionto the topic and some of the issues that damages expertsmay encounter. The session will continue by solicitingopinions from the audience about those topics as well asothers that the audience members have encountered intheir practices.Mr. Wheat’s presentation will discuss the financial data reported ontax returns for sole proprietors, partnerships and S corporationsand the relevant information that should be considered indetermining lost earnings for business owners.PRESENTER: Shannon H. Shipp Ph.D. CEAShipp, Needham & Durham LLC (1.5 CEUs)Refreshment Break—11:00-11:15 amSESSION 8 11:15 AM - 12:15 PMPRESENTER: Robert J. Nelson MACC CPA CFFHagen, Streiff, Newton & Oshiro,Accountants, PC(1.0 CEU)Refreshment Break—3:00-3:15 pmSESSION 10 3:15 PM - 4:15 PMVocational Apportionment Factors AffectingEmployability and Earning CapacityVocational apportionment can impact an applicant’s or plaintiff’semployability and earning capacity. Medical factors and vocationalfactors affecting apportionment are discussed, Numerous recentcourt decisions regarding vocational apportionment aresummarized. A new vocational apportionment process ispresented.PRESENTER: Eugene E. Van de BittnerEmployment LawPh.D. CRC ABVE-D IPECThere are various types of employment law cases for whichvocational and economic experts can be retained andAll areinvited!Mirfak Associates, Inc.Break—4:15-4:30 pmSATURDAY4:30--6:00 PM—4:30SATURDAY—ANNUAL BUSINESS MEETING& 2018 PLANNING SESSION(1.0 CEU)

SPEAKERS AT A GLANCEBARRY BEN-ZION Ph.D.VICTOR A. MATHESON Ph.D.Consulting Economist Santa Rosa, CACollege of the Holy Cross Worcester, MATONI M. BLAKE J.D., M.A.ALLYN B. NEEDHAM Ph.D., CEA2nd Chair Services La Mesa, CAShipp, Needham & Durham, LLC Fort Worth, TXJ. HERBERT BURKMAN Ph.D.ROBERT J. NELSON MACC CPA CFFJ. Herbert Burkman & Associates Dallas, TXHSNO Irvine, CACARL GANN CDMS, ABVE-D, CLCPTAMI ROCKHOLT RN, BSNCarl Gann & Associates, Inc. Tacoma, WARockholt and Associates LLC Rock Hill, SCREG GIBBS M.S., CRC, LCPC, CBIS, CLCP, FIALCPSHANNON H. SHIPP Ph.D., CEARocky Mountain Rehab, P.C. Billings, MTShipp, Needham & Durham, LLC Fort Worth, TXCAROL HYLAND M.S., CLCP, CDMSEUGENE E. VAN DE BITTNER Ph.D., CRC, ABVE-D, IPECHyland & Associates Lafayette, CAMirfak Associates, Inc. Walnut Creek, CATHOMAS R. IRELAND Ph.D.University of Missouri-St. Louis St. Louis, MO8 AREA Annual Conference 2017

SPEAKER BIOGRAPHIESBarry BenBen--ZionJ. Herbert BurkmanPhDPhDMAIN CONFERENCE SESSION 1(FRIDAY 8:00 AM - 9:30 AM)BOOT CAMP - ADVANCED SESSION(THURSDAY 9:00 AM - 5:00 PM)Barry Ben-Zion, Ph.D. is a well known consulting economistspecializing in providing forensic economic analyses for legalcases. Dr. Ben-Zion started working on legal cases in the early1970's, and since that time has worked on thousands of legalcases for both the plaintiff and defense bar. He has testified inthousands of depositions and in approximately 1,000 trials in theSuperior Courts and Federal Courts in California and severalother states.Dr. Burkman founded J. Herbert Burkman and Associates in1987 with a mission to produce compendious research andvaluation reports for clients across the world. His clients haveincluded businesses, labor unions, government agencies, andattorneys. Since the early 1990s, Dr. Burkman has prepared anaverage of 50 economic reports annually, and has offeredtestimony in deposition or trial on several hundred occasions.He has served as both a testifying and consulting economicexpert with respect to economic damages in matters of personalinjury, wrongful death, and employment discrimination. He hasvalued losses and gains to society (net social benefits) andchanges in the status quo brought about by injunctive relief, andhe has determined the economic value of contracts, lost profits,lost opportunities, as well as other forms of economic loss. Heearned a Ph.D. in Economics in 1977 as a National DefenseEducation Act (NDEA) fellow at the University of Pittsburgh inPittsburgh, PA, and has worked full-time as an economist since1971. He is currently an Adjunct Professor of Economics atSouthern Methodist University, Dallas, Texas, where he teachesCost-Benefit Analysis and Monetary Policy.The role of an expert forensic economist is to present succinctand simplified explanations and information to allow the finder(s)of fact to reach a fair assessment of the economic damagessustained by a party as a result of the wrongful act by another.Dr. Ben-Zion has presented testimony in personal injury,wrongful death, and wrongful termination, and in variouscommercial cases, be it breach of contract, antitrust, or alter-egocases. He also provides valuations of businesses andprofessional practices and actuarial present value analyses ofpensions in divorce cases.Dr. Ben-Zion has been a Professional member of the AmericanRehabilitation Economics Association since 1994.Toni M. BlakeJD, MAMAIN CONFERENCE SESSION 6(SATURDAY 8:15 AM - 9:15 AM)Toni Blake is a Jury/Trial consultant from San Diego,California. She has worked as a psychology professor and ajury/trial consultant for more than 20 years. Ms. Blake has donetactical consulting, and selected juries for some of the largestcivil cases in the country. Clients include Alcatel-LucentTechnologies, Discover Card Services and British Petroleum. In2007 Ms. Blake selected the jury in Alcatel-Lucent v. Microsoftover the MP3 patent. The case resulted in the largest patent lawverdict in US history, 1.52 billion.9 AREA Annual Conference 2017Dr. Burkman has been a Professional member of the AmericanRehabilitation Economics Association since 1997.

SPEAKER BIOGRAPHIES(continued)Carl GannCarol HylandCRC, CDMS, ABVE-D, CLCP, IPECMS, CLCP, CDMSMAIN CONFERENCE SESSION 8(SATURDAY 11:15 AM - 12:15 PM)BOOT CAMP - ADVANCED SESSION(THURSDAY 9:00 AM - 5:00 PM)Carl Gann is a Rehabilitation Counselor and practices inTacoma, Washington. He has been a rehabilitation counselorsince 1978 following his Master’s degree in RehabilitationCounseling. He is a CRC, CDMS, ABVE-D, CLCP and IPEC.Carol Hyland is a RehabilitationCounselor, Consultant, Certified LifeCare Planner and Certified DisabilityManagement Specialist with more than 40 years of experienceworking with individuals with disabilities, assisting them in livingas independently as possible in the community and in obtaining,retaining and preparing for employment.Mr. Gann has been a Professional member of the AmericanRehabilitation Economics Association since 2011. Besidesthat, he’s a really nice guy.Reg GibbsMS, CRC, LCPC, CBIS, CLCP, FIALCPMAIN CONFERENCE SESSION 4(FRIDAY 2:00 PM - 3:30 PM)Reg Gibbs is the founder and President of Rocky MountainRehab, P.C. of Billings, Montana as well as the co-founder andCEO of InQuis Global, LLC. He earned a BS in Psychology in1992 from Eastern Montana College and a Master of Science inRehabilitation Counseling in 1994 from Montana StateUniversity-Billings. A certified rehabilitation counselor, licensedclinical professional counselor, and certified brain injuryspecialist, Mr. Gibbs is also a certified life care planner and afellow of the International Academy of Life Care Planners.Additionally, he is an instructor at the Institute of RehabilitationEducation and Training in Newberry, Florida. He was an adjunctprofessor of rehabilitation counseling at Montana StateUniversity-Billings for thirteen years and an expert witness forthe Social Security Administration for seven years.Ms. Hyland has an undergraduate degree from the University ofCalifornia, Irvine, a Master’s Degree from the GraduateTheological Union in Berkeley and a Master’s in RehabilitationCounseling from California State University in San Francisco.In addition to a private practice focused on worker’scompensation rehabilitation, private case management andlitigation consultation, Ms. Hyland has worked for the State ofCalifornia Department of Rehabilitation as a RehabilitationCounselor, Senior Rehabilitation Counselor, RehabilitationSupervisor and Rehabilitation Administrator. She managed 132staff, 72 Rehabilitation Counselors and multiple communitybased programs in a three county area of Northern California.Ms. Hyland has testified on life care planning and vocationalrehabilitation issues on numerous occasions and in multiplejurisdictions.Thomas R. IrelandPhDMAIN CONFERENCE SESSION 5(FRIDAY 3:45 PM - 5:15 PM)Dr. Ireland earned his B.A. in economics from Miami University(1964) and his Ph.D. in Economics from the University ofVirginia (1968). He taught at Loyola University, PurdueUniversity (Calumet Campus), Illinois State University, theUniversity of Wisconsin (Milwaukee) before becoming a tenuredeconomics professor at the University of Missouri at St. Louisafter 1972. He has been a professor emeritus at that universitysince 2003. He has been an author or editor of 13 books, 145papers, and several sections in other books. He is the pastpresident of the American Academy of Economic and FinancialExperts (AAEFE), past president of AREA, and past vice10 AREA Annual Conference 2017

SPEAKER BIOGRAPHIESpresident of the National Association of Forensic Economics(NAFE). He has also been an associate editor of the Journal ofForensic Economics and remains on the Editorial Board of theJournal of Legal Economics, and was acting editor of TheEarnings Analyst for one year. He has consulted with attorneysand acted as an expert witness in the areas of personal injury,wrongful death, and the damages portions of wrongfultermination from 1974 to the present and has testified indeposition or trial at the federal or state level in approximately25 states.Victor A. MathesonPhDMAIN CONFERENCE SESSION 3(FRIDAY 11:00 AM - 12:00 PM)Dr. Matheson specializes in sports economics, specifically theeconomic impact of “mega-sporting events” on host cities; publicfinance; the economics of lotteries and gambling; and naturalresource economics. In particular, his sports economicsresearch, which dispels the notion that major events (such asthe Olympics, World Series and Super Bowl) and new sportsinfrastructure (such as stadiums or arenas) provide largeeconomic dividends for host cities have made him a widelysought-after expert.He has provided expert commentary to dozens of media outletsincluding The New York Times, National Public Radio, TheBoston Globe, ESPN, the Associated Press, CBS EveningNews, American Public Media's Marketplace, CNN, andMSNBC.com, among others. Dr. Matheson is the author of over80 scholarly articles or book chapters on a wide variety of topics.During Chicago's bid for the 2016 Summer Olympics, hepublished an op-ed in The Chicago Tribune titled “Bid’s rejectioncould be for the best” and The New York Times republished hisearlier op-ed about New York's bid for the 2012 SummerGames, titled “Luck of the Draw.” During the 2014 World Cup inBrazil, Nate Silver’s fivethirtyeight.com published his economicanalysis of the country’s new soccer stadiums.11 AREA Annual Conference 2017(continued)Allyn B. NeedhamPhD, CEAINTERMEDIATE BOOT CAMP(THURSDAY 9:00 AM - 5:00 PM)Allyn Needham, Ph.D., CEA, is a principal at Shipp, Needham &Durham, LLC (Fort Worth, Texas). He is beginning his twentiethyear of working in the area of litigation support. Prior to that, heworked in the area of banking and risk management. Dr.Needham has also been an Adjunct Professor of Economics atTexas Christian University and Weatherford College. As anexpert, he has testified on various matters relating tocommercial damages, personal damages, business bankruptcyand business valuation. He has been retained by attorneysrepresenting plaintiffs and defendants, debtors and creditors. Hehas given expert testimony in state and federal courts.Dr. Needham is active in several national economicassociations. He has served as President of the AmericanEconomic Rehabilitation Association, the Collegium ofPecuniary Damages Experts and the Southwestern Society ofEconomics. He has published numerous articles in the area offorensic economics and provided continuing educationpresentations at professional economic, vocational rehabilitationand bar association meetings He has provided webinars for theNational Association of Certified Valuators and Analysts and theInternational Association of Rehabilitation Professionals –Forensic division.Dr. Needham has been a Professional member of AmericanRehabilitation Economics Association since 1999 and has beena Certified Earnings Analyst since 2000.

SPEAKER BIOGRAPHIES(continued)Robert J. NelsonShannon H. ShippMACC, CPA, CFFPhD, CEAMAIN CONFERENCE SESSION 7(SATURDAY 9:30 AM - 11:00 AM)MAIN CONFERENCE SESSION 9(SATURDAY 2:00 PM - 3:00 PM)Robby Nelson received a Bachelor’s and a Master’s degree inaccounting from Brigham Young University. After working atErnst & Young as an auditor, Mr. Nelson became a forensicaccountant at Hagen, Streiff, Newton & Oshiro. Mr. Nelson hasexperience providing litigation support services and forensicaccounting, including the computation of loss of profit andearnings, profit and earnings projections, personal injury,wrongful termination, alter-ego suits, fraud examinations, tracingemployee theft and the review of insurance claims, propertydamage, extra expense, and business interruption.Mr. Nelson has also assisted with a number of businessvaluations that have been utilized for family law matters. Mr.Nelson has experience tracing assets, analyzing expenses,reviewing financial records and identifying information pertinentto the engagement.Tami RockholtRN, BSNMAIN CONFERENCE SESSION 2(FRIDAY 9:45 AM - 10:45 AM)Ms. Rockholt is a Registered Nurse Consultant with a broadclinical background that includes trauma, intensive care, criticalcare and emergency room. She has more than 20 years ofexperience reviewing and auditing medical bills and hasqualified as an expert in six states including California.12 AREA Annual Conference 2017Dr. Shipp is a partner at Shipp, Needham & Durham, LLC. He isalso Associate Professor of Marketing at the M.J. Neeley Schoolof Business at Texas Christian University. Dr. Shipp has been aconsultant and expert witness for over 20 years. During thattime, Dr. Shipp has testified on such subjects as businessvaluation, liability, and economic damages including lost profits,lost earnings, and lost benefits. He has also testified in casesinvolving wrongful death, wrongful termination, personal injury,medical malpractice, divorce, commercial litigation, antitrust,wrongful termination of distribution agreements, and failure toexercise best efforts in promoting a new product. Dr. Shipp hasbeen retained by attorneys for plaintiffs and defendants in bothstate and federal courts.Dr. Shipp actively participates in regional and nationalassociations that consider matters relating to the calculation ofeconomic damages. He has also completed continuingeducation in business valuation. Dr. Shipp co-authored achapter on the calculation of economic damages in PractitionersPublishing Company's Guide to Litigation Support Services. Healso led a team that developed software sold throughPractitioners Publishing Company that is used to calculateeconomic damages arising from personal injury, wrongful death,and wrongful termination cases.Dr. Shipp has been a Professional member of AmericanRehabilitation Economics Association since 1999 and has beena Certified Earnings Analyst since 2000.

SPEAKER BIOGRAPHIESEugene E. Van de BittnerPhD, CRC, ABVE-D, IPECMAIN CONFERENCE SESSION 10(SATURDAY 3:15 PM - 4:15 PM)Eugene E. Van de Bittner, Ph.D. has a B.S. degree in businessadministration, an M.Ed. degree in vocational rehabilitation, anda Ph.D. degree in rehabilitation. He is a certified rehabilitationcounselor, a certified life care planner, a certified vocationalexpert, and a certified international psychometric evaluator. Heserved as president of the California Association ofRehabilitation and Reemployment Professionals (CARRP) in1983. He was president of the American Board of VocationalExperts in 1997. He has also served on the Ethics Committeeof CARRP and ABVE and currently serves on the CredentialsCommittee for ABVE.Dr. Van de Bittner was the managing editor of a special issue ofthe Journal of Forensic Vocational Analysis in 2003 in whichseveral vocational experts researched and reported on the use13 AREA Annual Conference 2017(continued)of vocational expert opinion and testimony in their respectivestate workers’ compensation systems. He is the author ofseveral peer-reviewed, published journal articles related to theevaluation of employability and earning capacity. Dr. Van deBittner was the co-editor of a special issue of The RehabilitationProfessional in 2012 regarding diminished future earningcapacity. He is the author of Chapter 18, Consultation inWorkers’ Compensation Law in Foundations of ForensicVocational Rehabilitation (2014), a textbook that is used ingraduate rehabilitation counselor training programs. He is theauthor of a recent article on vocational apportionment inworkers’ compensation and civil cases. He has testified at theWorkers’ Compensation Appeals Board throughout northernCalifornia, as well as at Superior Court in California, and at U.S.District Court. He is a frequent invited presenter on topicsrelated to employability and earning capacity.Dr. Van de Bittner has been a Professional member ofAmerican Rehabilitation Economics Association since 1997.

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A : Life Care Planning, Medical Price Forecasts, and the Present Value of a Life Care Plan Herb Burkman Ph.D. J. Herbert Burkman & Associates Economic Research Carol Hyland MS CLCP CDMS Hyland & Associates (6.0 CEUs) FRIDAY, MAY 12th Opening Remarks and Welcome 8:00 am - 9:30 am SESSION 1 Legal Guidance in the State of California: PI, WD, and