Mr. Fred Whittlesey

Compensation Venture Group
10620 NE Valley Road
Bainbridge Island, WA 98110
Web Site
Phone: 206-780-5547

Internationally-recognized expert in executive compensation, stock-based compensation, and all aspects of employee compensation. Litigation expertise in employment contracts, disputes regarding stock options, restricted stock, phantom stock, profit sharing, equity participation, and incentive compensation.

Services include expert testimony, evaluation of case theories and themes, literature searches, development of questions for depositions, evaluation of strengths and weaknesses of case, guidance on demonstrative aids, insight into technical issues, and assistance with requests for documents and evaluation of evidence.

Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: MBA - UCLA; Certified Equity Compensation Professional (CECP); Certified Compensation Professional (CCP); Certified Equity Professional (CEP); BA - Industrial-Organizational Psychology

Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: WorldatWork (formerly the American Compensation Association); Global Equity Organization; National Association of Stock Plan Professionals; Certified Equity Professionals Institute

Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Faculty Member, WorldatWork, 1996-2008, courses in Executive Compensation, Advanced Executive Compensation, Accounting and Finance for HR Professionals; Lecturer for UCLA Anderson School of Management, MBA program and Management Development for Entrepreneurs program; instructor for UCLA Extension in Financial Aspects of Human Resources Management. Delivered more than 250 conference presentations, webinars, seminars, and courses.

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No

Q: On how many occasions have you been retained as an expert?
A: Approximately 20

Q: For what area(s) of expertise have you been retained as an expert?
A: Executive compensation, equity-based compensation, loss of earnings, employment agreements, employment contracts, reasonableness of compensation

Q: In what percentage of your cases were you retained by the plaintiff?
A: 30%

Q: In what percentage of your cases were you retained by the defendant?
A: 70%

Q: On how many occasions have you had your deposition taken?
A: Approximately 5

Q: When was the last time you had your deposition taken?
A: 2012

Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Approximately 10

Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 3

Q: For how many years have you worked with the legal industry as an expert?
A: 25

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, research, analysis, document review, data review and analysis, competitive market review, evaluation of case theories and themes, literature search, evaluation of strengths and weaknesses of case

Q: What is your hourly rate to consult with an attorney?
A: $500; support rates range from $75 to $325

Q: What is your hourly rate to review documents?
A: $500

Q: What is your hourly rate to provide deposition testimony?
A: $500

Q: What is your hourly rate to provide testimony at trial?
A: $500

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Any out of pocket expenses as a direct result of the assignment

References

Jeremy D. Glaser
Partner
Morrison & Foerster
12531 High Bluff Drive, Suite 100
San Diego, California 92130
858-720-5103
jglaser@mofo.com


John Olson
Partner
Waldron and Olson LLP
26 Corporate Plaza Dr., Suite 100
Newport Beach, CA 92660-7958
949-760-0204
jolson@waldronolson.com


Chris Mason
Jeff Smyth
Smyth & Mason, PLLC
710 Fifth Avenue, Suite 7100
Seattle, WA 98104
206-621-7100
cmason@smythlaw.com


Steven Hassing
Law Offices of Steven J. Hassing
5 Sierra Gate Plaza
Suite 330
Roseville, CA 95678-2773
916-677-1776


James Ransom
Partner
Kirkland and Ellis
Los Angeles, CA
213-680-8574
jransom@kirkland.com

Publications