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EXPERT WITNESS CURRICULUM VITAE

FRCP 26(a)(2)(B)(iv) Compliant Format


INSTRUCTIONS FOR COMPLETING THIS CV

This curriculum vitae template is designed to meet the disclosure requirements of Federal Rule of Civil Procedure 26(a)(2)(B)(iv), which requires:

"the witness's qualifications, including a list of all publications authored in the previous 10 years"

Checklist for FRCP 26(a)(2)(B) Compliance:

☐ All educational degrees and dates
☐ Professional licenses and certifications
☐ Relevant professional experience
☐ Teaching positions
☐ Professional memberships
Complete list of publications (past 10 years) - REQUIRED
☐ Honors and awards
☐ Research experience
☐ Areas of expertise

Important Notes:

  • Update this CV before each engagement
  • Ensure all information is accurate and verifiable
  • This CV will be provided to opposing counsel and may be scrutinized at deposition
  • Omissions or inaccuracies can damage credibility

CURRICULUM VITAE


PERSONAL INFORMATION

Full Legal Name: [________________________________]

Professional Credentials: [________________________________]
(e.g., Ph.D., M.D., P.E., CPA, etc.)

Preferred Name/Title: [________________________________]

Business Address:
[________________________________]
[________________________________]
[________________________________]

Business Telephone: [________________________________]

Business Email: [________________________________]

Website (if applicable): [________________________________]

Date of Birth: [__/__/____] (Optional - may be omitted)

Citizenship: [________________________________] (if relevant)


PROFESSIONAL SUMMARY

[Provide a brief (3-5 sentence) summary of your professional background, areas of expertise, and qualifications relevant to expert witness work:]

[________________________________]
[________________________________]
[________________________________]
[________________________________]
[________________________________]


EDUCATION

Degrees Earned

Degree Field of Study Institution Location Year
[________________________________] [________________________________] [________________________________] [________________________________] [____]
[________________________________] [________________________________] [________________________________] [________________________________] [____]
[________________________________] [________________________________] [________________________________] [________________________________] [____]
[________________________________] [________________________________] [________________________________] [________________________________] [____]

Dissertation/Thesis

Title: [________________________________]

Advisor: [________________________________]

Year: [____]

Post-Doctoral Training

Institution Department/Program Dates Focus Area
[________________________________] [________________________________] [____]-[____] [________________________________]
[________________________________] [________________________________] [____]-[____] [________________________________]

Continuing Education / Professional Development

Course/Program Provider Date Hours/Credits
[________________________________] [________________________________] [__/__/____] [____]
[________________________________] [________________________________] [__/__/____] [____]
[________________________________] [________________________________] [__/__/____] [____]

PROFESSIONAL LICENSES AND CERTIFICATIONS

Active Licenses

License Type Jurisdiction/State License Number Date Issued Expiration Status
[________________________________] [________________________________] [________________________________] [__/__/____] [__/__/____] ☐ Active
[________________________________] [________________________________] [________________________________] [__/__/____] [__/__/____] ☐ Active
[________________________________] [________________________________] [________________________________] [__/__/____] [__/__/____] ☐ Active

Professional Certifications

Certification Certifying Body Date Obtained Expiration
[________________________________] [________________________________] [__/__/____] [__/__/____]
[________________________________] [________________________________] [__/__/____] [__/__/____]
[________________________________] [________________________________] [__/__/____] [__/__/____]

Board Certifications (Medical/Dental Experts)

Board Specialty Year Certified Recertification Date
[________________________________] [________________________________] [____] [____]
[________________________________] [________________________________] [____] [____]

Disciplinary History

☐ No disciplinary actions have been taken against any of my licenses or certifications.

☐ The following disciplinary actions have been taken:
[________________________________]
[________________________________]


PROFESSIONAL EXPERIENCE

Current Position(s)

Title: [________________________________]

Organization: [________________________________]

Department: [________________________________]

Address: [________________________________]

Dates: [__/__/____] - Present

Responsibilities:
- [________________________________]
- [________________________________]
- [________________________________]
- [________________________________]

Percentage of Time Devoted to:
| Activity | Percentage |
|----------|------------|
| Clinical/Professional Practice | [____]% |
| Research | [____]% |
| Teaching | [____]% |
| Administration | [____]% |
| Expert Witness Work | [____]% |
| Other | [____]% |


Previous Positions

Position 1:

Title: [________________________________]

Organization: [________________________________]

Dates: [__/__/____] - [__/__/____]

Responsibilities:
- [________________________________]
- [________________________________]
- [________________________________]


Position 2:

Title: [________________________________]

Organization: [________________________________]

Dates: [__/__/____] - [__/__/____]

Responsibilities:
- [________________________________]
- [________________________________]
- [________________________________]


Position 3:

Title: [________________________________]

Organization: [________________________________]

Dates: [__/__/____] - [__/__/____]

Responsibilities:
- [________________________________]
- [________________________________]
- [________________________________]


[Continue as needed for additional positions]


TEACHING EXPERIENCE

Academic Appointments

Institution Department Title Dates
[________________________________] [________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [________________________________] [____]-[____]

Courses Taught

Course Title Institution Level Dates
[________________________________] [________________________________] ☐ UG ☐ Grad ☐ Prof [____]-[____]
[________________________________] [________________________________] ☐ UG ☐ Grad ☐ Prof [____]-[____]
[________________________________] [________________________________] ☐ UG ☐ Grad ☐ Prof [____]-[____]

Guest Lectures / Seminars / Workshops

Topic Venue/Organization Date
[________________________________] [________________________________] [__/__/____]
[________________________________] [________________________________] [__/__/____]
[________________________________] [________________________________] [__/__/____]

Thesis/Dissertation Committees

Student Name Degree Institution Role Year
[________________________________] [____] [________________________________] ☐ Chair ☐ Member [____]
[________________________________] [____] [________________________________] ☐ Chair ☐ Member [____]

AREAS OF EXPERTISE

Primary Areas

  1. [________________________________]
  2. [________________________________]
  3. [________________________________]
  4. [________________________________]
  5. [________________________________]

Secondary Areas

  1. [________________________________]
  2. [________________________________]
  3. [________________________________]

Specific Technical Skills

  • [________________________________]
  • [________________________________]
  • [________________________________]
  • [________________________________]

PUBLICATIONS

Per FRCP 26(a)(2)(B)(iv): List of All Publications Authored in the Previous 10 Years

Note: This section MUST be complete and include all publications for the preceding 10 years. Opposing counsel will scrutinize this list.


Peer-Reviewed Journal Articles

# Citation Year
1 [Author(s)]. "[Title]." [Journal Name] Volume: [Pages]. [Year]. [DOI if available] [____]
2 [________________________________] [____]
3 [________________________________] [____]
4 [________________________________] [____]
5 [________________________________] [____]
6 [________________________________] [____]
7 [________________________________] [____]
8 [________________________________] [____]
9 [________________________________] [____]
10 [________________________________] [____]

[Continue as needed]


Books Authored/Edited

# Citation Year
1 [Author(s)]. [Title]. [Publisher]: [Location], [Year]. ISBN: [Number] [____]
2 [________________________________] [____]
3 [________________________________] [____]

Book Chapters

# Citation Year
1 [Author(s)]. "[Chapter Title]." In [Book Title], edited by [Editor(s)], [Pages]. [Publisher]: [Location], [Year]. [____]
2 [________________________________] [____]
3 [________________________________] [____]
4 [________________________________] [____]

Conference Proceedings and Presentations

# Citation Year
1 [Author(s)]. "[Title]." Presented at [Conference Name], [Location], [Date]. [____]
2 [________________________________] [____]
3 [________________________________] [____]
4 [________________________________] [____]
5 [________________________________] [____]

Technical Reports

# Citation Year
1 [Author(s)]. "[Title]." [Report Number]. [Organization]: [Location], [Year]. [____]
2 [________________________________] [____]
3 [________________________________] [____]

Other Publications

(Include white papers, monographs, newsletters, online publications, etc.)

# Citation Type Year
1 [________________________________] [________________________________] [____]
2 [________________________________] [________________________________] [____]
3 [________________________________] [________________________________] [____]

Publications Currently Under Review

# Title Journal/Publisher Date Submitted
1 [________________________________] [________________________________] [__/__/____]
2 [________________________________] [________________________________] [__/__/____]

RESEARCH EXPERIENCE

Funded Research Projects

Project Title Funding Agency Grant Number Amount Dates Role
[________________________________] [________________________________] [________________________________] $[________] [____]-[____] ☐ PI ☐ Co-PI ☐ Co-I
[________________________________] [________________________________] [________________________________] $[________] [____]-[____] ☐ PI ☐ Co-PI ☐ Co-I
[________________________________] [________________________________] [________________________________] $[________] [____]-[____] ☐ PI ☐ Co-PI ☐ Co-I

Current Research Activities

[________________________________]
[________________________________]
[________________________________]


PROFESSIONAL MEMBERSHIPS

Organization Membership Type Dates
[________________________________] ☐ Member ☐ Fellow ☐ Board [____]-Present
[________________________________] ☐ Member ☐ Fellow ☐ Board [____]-Present
[________________________________] ☐ Member ☐ Fellow ☐ Board [____]-Present
[________________________________] ☐ Member ☐ Fellow ☐ Board [____]-Present
[________________________________] ☐ Member ☐ Fellow ☐ Board [____]-[____]

Leadership Positions in Professional Organizations

Organization Position Dates
[________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [____]-[____]

Committee Memberships

Organization Committee Role Dates
[________________________________] [________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [________________________________] [____]-[____]

HONORS AND AWARDS

Award/Honor Granting Organization Year
[________________________________] [________________________________] [____]
[________________________________] [________________________________] [____]
[________________________________] [________________________________] [____]
[________________________________] [________________________________] [____]

EDITORIAL AND PEER REVIEW ACTIVITIES

Editorial Board Memberships

Journal Role Dates
[________________________________] ☐ Editor ☐ Assoc. Editor ☐ Board [____]-[____]
[________________________________] ☐ Editor ☐ Assoc. Editor ☐ Board [____]-[____]

Ad Hoc Peer Review

Journals for which I regularly serve as a peer reviewer:

  • [________________________________]
  • [________________________________]
  • [________________________________]

EXPERT WITNESS EXPERIENCE

Summary

Category Number
Total cases retained as expert [____]
Deposition testimony (past 4 years) [____]
Trial testimony (past 4 years) [____]
Cases for plaintiffs (approximate %) [____]%
Cases for defendants (approximate %) [____]%

Areas of Expert Testimony

  • [________________________________]
  • [________________________________]
  • [________________________________]
  • [________________________________]

Prior Testimony (Past 4 Years)

Per FRCP 26(a)(2)(B)(v): "a list of all other cases in which, during the previous 4 years, the witness testified as an expert at trial or by deposition"

Case Name Court/Jurisdiction Case Number Type Date
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]
[________________________________] [________________________________] [________________________________] ☐ Depo ☐ Trial [__/__/____]

[Continue as needed - this list must be complete for past 4 years]


CONSULTING EXPERIENCE

(Non-testifying consulting work, if relevant)

Client/Industry Nature of Engagement Dates
[________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [____]-[____]
[________________________________] [________________________________] [____]-[____]

MEDIA AND PUBLIC COMMUNICATIONS

(Optional - include if relevant to qualifications)

Media Appearances

Outlet Topic Date
[________________________________] [________________________________] [__/__/____]
[________________________________] [________________________________] [__/__/____]

Quoted in Print/Online Media

Publication Topic Date
[________________________________] [________________________________] [__/__/____]
[________________________________] [________________________________] [__/__/____]

LANGUAGES

Language Proficiency
[________________________________] ☐ Native ☐ Fluent ☐ Proficient ☐ Basic
[________________________________] ☐ Native ☐ Fluent ☐ Proficient ☐ Basic

REFERENCES

Available upon request

OR

Name Title/Affiliation Relationship Contact
[________________________________] [________________________________] [________________________________] [________________________________]
[________________________________] [________________________________] [________________________________] [________________________________]
[________________________________] [________________________________] [________________________________] [________________________________]

CERTIFICATION

I certify that the information contained in this curriculum vitae is true, complete, and accurate to the best of my knowledge. I understand that this CV may be disclosed to opposing counsel and that any misrepresentations may affect my credibility as an expert witness.

Signature: [________________________________]

Printed Name: [________________________________]

Date: [__/__/____]


CV UPDATE LOG

Date Section(s) Updated Changes Made
[__/__/____] [________________________________] [________________________________]
[__/__/____] [________________________________] [________________________________]
[__/__/____] [________________________________] [________________________________]

APPENDICES

Appendix A: Complete List of Publications (if exceeds space above)
Appendix B: Complete List of Prior Testimony (if exceeds space above)
Appendix C: Representative Deposition/Trial Transcripts
Appendix D: Sample Reports (redacted)
Appendix E: Letters of Reference


SOURCES AND REFERENCES


This template is provided for informational purposes only and does not constitute legal advice. Experts should ensure their CV is complete, accurate, and updated before each engagement. Consult with retaining counsel regarding specific disclosure requirements.

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EXPERT CV TEMPLATE

GENERAL TEMPLATE


Effective Date: [DATE]
Party A: [PARTY A NAME]
Address: [PARTY A ADDRESS]
Party B: [PARTY B NAME]
Address: [PARTY B ADDRESS]
Governing Law: [GOVERNING STATE]

This document is entered into by and between [PARTY A NAME] and [PARTY B NAME], effective as of the date set forth above, subject to the terms and conditions outlined herein and the laws of [GOVERNING STATE].
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