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Professional Strategies for Cultivating Relationships with Retaining Counsel
January 30, 2026

ROUNDTABLE NEWS - SER's Practice Management Committee (PMC) hosted the first event in the 2026 series of webcasts designed to assist members with running the business  side of being an expert witness. "Professional Strategies for Cultivating Relationships with Retaining Counsel”, developed from member survey feedback, provided practical strategies to enhance communication, professionalism, and trust wth counsel throughout the engagement process. Panelists emphasized the importance of clarifying communications and ground rules early, ensuring both parties understand expectations across different venues such as court and arbitration. The session also highlighted how engagement letters serve as a critical first impression, emphasizing transparency, candor, and clear deadlines. Additional discussion points included adapting to diverse attorney working styles and fostering post-engagement relationships through reciprocal feedback. PMC Chair Colleen Diles moderated the panel of SER members including Alan BensoffJeff Holikand Rob JonesSER members can access the recording in our Library. Keep abreast of upcoming events by visiting Our Upcoming Events calendar!


 


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