Finance for Lawyers Out of Stock
Be ready when you’re called on to provide counsel on financial matters.
Having a working knowledge of the key elements of finance is important in helping your clients with their problems and meeting their objectives and goals. This program will introduce you to the language of finance and principles of accounting to guide your understanding of financial statements.
Learn to listen like an accountant.
Like it or not, lawyers need to worry about their clients’ money. We must know how to listen like accountants and financial analysts to have a thorough understanding of our clients’ financial situations. Learn to formulate successful inquiries and communicate effectively with business and financial colleagues.
This program will provide you with an understanding of the basics of finance using a case study of an existing public company to illustrate concepts in an easy-to-understand way.
- Learn to identify and use financial accounting information
- Gain a competitive edge in negotiation or litigation
- Become financially literate to better serve your clients
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation (e.g., American Sign Language Interpreters; Communication Access Realtime Translation, etc.), please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
9:00 – 10:45 am
- Foundations of Modern Accounting and the Basic Equation of Finance
- Financial Statements (Part 1)
- Understanding balance sheets
- Learn about income and cash-flow statements
10:45 – 11:00 am
Morning Break
11:00 am – 12:15 pm
- Financial Statements (Part 2)
- Notes to financial statements
- Statement of equity and other comprehensive income
- Management discussion and analysis
- Auditor’s report
- SOX certifications
- Accounting Methodologies and Principles
- Difference between accrual vs. cash basis
- Overview of other main principles
- Who’s Who in Financial Reporting
- Role of government and non-government regulators
- Private Company Accounting
- Big company vs. small company GAAP
- Role of finance in a company and related legal support
- Private companies and the CPA
- Alternative services – reviews and compilations
12:15 – 1:15 pm
Lunch Break (on your own)
1:15 – 2:45 pm
- Key Numbers and Ratios
- Earnings per share (EPS)
- Price/earnings (PE) ratio
- Revenue and earnings growth
- Financial ratios – liquidity, solvency, profitability
- Present Value Concepts and Business Valuations
- Simple present value
- Why do you need to value a business?
- Business valuation methodologies
- Resources geared toward lawyers
2:45 – 3:00 pm
Afternoon Break
3:00 – 4:00 pm
- The Lawyer’s Role in Financial Audits
- Grasping the ABA and AICPA joint process
- Basic Concepts of Financial Investment
- Risk vs. return
- Modern portfolio theory and diversification
- Financial Fraud Schemes
4:00 pm
Adjourn
- Standard Price $529.00 USD
- Member Price $319.00 USD
- General Credits 7.00
- Ethics Credits
9:00 – 10:45 am
- Foundations of Modern Accounting and the Basic Equation of Finance
- Financial Statements (Part 1)
- Understanding balance sheets
- Learn about income and cash-flow statements
10:45 – 11:00 am
Morning Break
11:00 am – 12:15 pm
- Financial Statements (Part 2)
- Notes to financial statements
- Statement of equity and other comprehensive income
- Management discussion and analysis
- Auditor’s report
- SOX certifications
- Accounting Methodologies and Principles
- Difference between accrual vs. cash basis
- Overview of other main principles
- Who’s Who in Financial Reporting
- Role of government and non-government regulators
- Private Company Accounting
- Big company vs. small company GAAP
- Role of finance in a company and related legal support
- Private companies and the CPA
- Alternative services – reviews and compilations
12:15 – 1:15 pm
Lunch Break (on your own)
1:15 – 2:45 pm
- Key Numbers and Ratios
- Earnings per share (EPS)
- Price/earnings (PE) ratio
- Revenue and earnings growth
- Financial ratios – liquidity, solvency, profitability
- Present Value Concepts and Business Valuations
- Simple present value
- Why do you need to value a business?
- Business valuation methodologies
- Resources geared toward lawyers
2:45 – 3:00 pm
Afternoon Break
3:00 – 4:00 pm
- The Lawyer’s Role in Financial Audits
- Grasping the ABA and AICPA joint process
- Basic Concepts of Financial Investment
- Risk vs. return
- Modern portfolio theory and diversification
- Financial Fraud Schemes
4:00 pm
Adjourn
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To access the PDF:
1. Log in to the CLE Dashboard.
2. Scroll down until you see DASHBOARD-AT-A-GLANCE.
3. Click on the BOOKS tab and find the title.
4. Click on the book icon labeled Download. The product will download as a zip file.
How to open the Zip file:
1. Save the downloaded .zip file to your hard drive
2. Right click on the file and select Extract All – this will open an extraction wizard.
3. Click Next and then select the location to extract the files to on your computer.
4. Click OK.
5. Click Next to begin the extraction process.
6. Click Finish when complete.
7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms