Morones Analytics

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Valuation, Forensic Accounting and Damage Analysis We testify in support of our opinions and we strive to reach logical and well
supported conclusions.

We are Portland, Oregon based business appraisers, forensic accountants
and damage experts, that conduct business valuations and financial
analysis for litigation. Our professionals hold specialized credentials through the American Society
of Appraisers, the American Institute of Certified Public Accountants and membership in the Association of Certified Fraud Examiners.

10/15/2026

How has AI changed what attorneys should expect from a forensic accountant? Serena Morones, CPA, ASA, ABV, CFE explains how mastering AI-powered tools is transforming casework by:

✅ Delivering meaningful insights faster
✅ Uncovering patterns and answers more efficiently
✅ Creating cost savings for clients

As technology continues to reshape investigations, attorneys should evaluate not only an expert's credentials, but also their ability to harness today's tools to deliver smarter, faster results.

🎥 Watch the clip to hear why technology adoption is becoming a key differentiator for forensic accounting experts.

Hear more from Serena on AI here 👉 https://moronesanalytics.com/in-the-hot-seat-with-our-testifying-experts-serena-morones-on-ai/

10/13/2026

Celebrating 24 years of Morones Analytics this month 🎉 Our team gathered recently in beautiful Oregon for our annual retreat to connect and recharge together.

We're grateful for our talented professionals who bring expertise, curiosity, and heart to everything they do. We're also thankful for our clients who have placed their confidence in us throughout the years.

We continue to evolve with new technologies and innovative approaches, always with an unwavering commitment to excellence. Thank you for being part of our journey. We're excited for what the future holds!

📸 See more from this year's retreat 👉 https://moronesanalytics.com/morones-analytics-annual-retreat-2026/

10/08/2026

What’s one of the most common missteps we see from opposing experts? Kori Bogard talks about experts relying on assumptions they are given from counsel that may not be fully supportable by the actual evidence in the case.

✅ We help counsel fully understand the financial picture and bring the truth to light so they can adapt their case strategy as needed.

🎥 See more from Kori here 👉 https://moronesanalytics.com/in-the-hot-seat-with-our-testifying-experts-kori-bogard/

10/06/2026

The Grand Rapids Lawyer published Kevin Marold's article on “Damages From a Business Disruption: Building a Solid Lost Profits Claim.”

Kevin breaks down how forensic accountants measure lost profits, what goes into a defensible calculation, and where claims most often fall apart.

See the full article here 👉 https://online.fliphtml5.com/oovbn/GRBA-Newsletter-September-2026/?utm_campaign=septemberoctober-journal&utm_source=membercentral-emailblast&utm_medium=email&utm_content=2026-09-18-the-grand-rapids-lawyer-digital-edition---septemberoctober-2026 =13

Thank you Grand Rapids Bar Association!

09/11/2026

Beautiful day for our annual community service event! This year, we partnered with the Portland Fruit Tree Project at the Gabriel Park orchard 🍎 Our team helped clean up the grounds and harvest fruit for a c***r press. It was a wonderful opportunity to give back while enjoying time together outside the office.

🌳 The Portland Fruit Tree Project is a nonprofit that cares for and harvests from the trees that feed and shade our neighborhoods. They steward 10 community orchards across Portland that provide beauty and fresh fruit for the community. Their team works year-round to prune, mulch, manage pests, monitor tree health, and harvest fruit to keep these orchards thriving.

Looking for a fun, hands-on volunteer activity for your group? Learn how to get involved 👉 https://portlandfruit.org/orchards/

09/09/2026

30,000 emails with just a 2-week deadline to find the key evidence? Serena Morones, CPA, ASA, ABV, CFE shares how our team used custom AI-assisted tools to quickly analyze a massive document production and identify the smoking-gun documents in a recent case.

🎯 We delivered key insights in about a week to a client who was amazed at how quickly we were able to find the documents that mattered most.

Experiences like this convinced Serena that AI is changing the future of litigation support.

See more from Serena on how AI gives our team an edge in complex cases here 👉 https://moronesanalytics.com/in-the-hot-seat-with-our-testifying-experts-serena-morones-on-ai/

09/08/2026

Join Serena Morones, CPA, ASA, ABV, CFE on October 1 for a Business Valuation Resources, LLC AI series webinar co-presented with Joshua Shilts.

Serena and Josh will show where AI produces measurable improvement in expert work, where it fails, and how courts and professional standards are responding, including recent federal decisions and a newly proposed Federal Rule of Evidence addressing machine-generated evidence.

✅ Drawing on real engagements and the AICPA's responsible-use guidelines, they present a practical framework for using AI in a defensible, transparent manner.

🧠 Attendees should join because opposing experts and counsel are already using these tools. And experts who cannot explain their own AI use, or explain why they did not use it, will face harder questions in deposition and at trial.

Learn more and register here 👉https://sub.bvresources.com/TrainingEvent.asp?WebinarID=2034

09/02/2026

Everyone is talking about AI, but how is our firm actually using it? We get this question from attorneys more and more. Serena Morones, CPA, ASA, ABV, CFE explains how our custom AI tools are a game changer.

One of the biggest challenges? Understanding large volumes of produced documents quickly and efficiently.

We've focused on building tools that help us identify key information faster, gain insights from large document productions, and spend more time on the expert analysis that matters most.

✅ The result is a more efficient review process, quicker insight, and a deeper understanding of the evidence.

Technology doesn't replace expert judgment. It helps us get to the critical issues faster so we can focus our time where it adds the most value.

See more from Serena on AI here 👉 https://moronesanalytics.com/in-the-hot-seat-with-our-testifying-experts-serena-morones-on-ai/

08/27/2026

Attorneys know that a strong expert witness does more than deliver a technically sound report. Even the most thorough financial work may fall short if a judge or jury can't follow it.

Kori Bogard shares that effective expert witnesses must communicate their conclusions clearly and credibly to audiences with little or no accounting background.

✅ The ability to translate complex financial issues into understandable testimony can make all the difference.

🎥 Watch Kori’s video below and see more from Kori here: https://moronesanalytics.com/in-the-hot-seat-with-our-testifying-experts-kori-bogard/

07/29/2026

Meet Rudra Vignesh Venugopalan, our Analytics & Automation Associate. Originally from Trichy, India, Rudra's journey took him to grad school in Texas before ultimately landing in the Pacific Northwest.

📊 He helps our senior experts transform complex financial data into actionable insights. By combining his expertise in financial analysis, software development, and automation, Rudra analyzes large datasets, uncovers key evidence, and develops AI-powered tools that streamline the review of extensive litigation documents.

An interest in personal finance revealed a natural affinity for numbers. That led him to pursue a master's degree in fintech and ultimately a career at the intersection of data analytics, AI, and forensic accounting.

🏏Outside the office, you'll likely find Rudra on the cricket field, where he currently plays for a second-division team in Portland, or planning his next road trip adventure.

We're grateful for the innovation, curiosity, and problem-solving mindset he brings to our team every day💡

Meet Rudra 👉https://moronesanalytics.com/meet-our-team-rudra-vignesh-venugopalan/

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http://www.moronesanalytics.com/

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