Professional & Business Skills

4.62

Financial Analysis for Attorneys

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Kevin Knight
Nicholas Amann
Ricardo Aponte-Parsi
Christine Hovenga
With Kevin T. Knight from DSK Law + 3 others
Recorded November 12, 2025.
Product ID 101182

Buy This Course

Course Includes
$449

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Boost Your Financial Fluency to Strengthen Your Legal Edge

Get the essential financial analysis skills needed to navigate complex legal cases involving business valuations, financial damages, and forensic investigations. You will learn how to interpret financial statements, identify red flags, assess business performance, and effectively communicate financial concepts in litigation and negotiations. Regardless of your experience level, we'll help you enhance your financial literacy and analytical capabilities. Register today!

  • Speak the language of finance and confidently interpret core financial documents.
  • Assess a company's financial health and performance quickly by using powerful ratios.
  • Uncover evidence of fraud by spotting critical red flags in financial data.
  • Analyze what drives business value and effectively challenge valuation reports.
  • Build stronger damages claims and dismantle the opposing financial expert's testimony.
  • Protect your license by mastering trust account compliance and ethical billing practices.

Abbreviated Agenda

  1. Foundations of Financial Statements
  2. Key Financial Ratios and Performance Indicators
  3. Forensic Financial Analysis and Red Flags
  4. Business Valuation Basics for Attorneys
  5. Damages Calculations and Expert Witness Testimony
  6. Legal Ethics and Financial Hygiene

Related Topics

Product ID 101182

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Foundations of Financial Statements

    1. Financial Reporting Refresher
    2. The Balance Sheet: A Snapshot in Time
    3. The Income Statement: Performance Over a Period
    4. The Statement of Cash Flows: Where Did the Money Go?

  2. Key Financial Ratios and Performance Indicators

    1. Liquidity Ratios: Short-Term Solvency
    2. Solvency Ratios: Long-Term Debt-Paying Ability
    3. Profitability Ratios: Earning Power
    4. Activity Ratios: Efficiency of Asset Use

  3. Forensic Financial Analysis and Red Flags

    1. Identifying Financial Irregularities
    2. Analyzing Bank Statements and Ledgers
    3. Understanding Tax Returns in Financial Investigations

  4. Business Valuation Basics for Attorneys

    1. Top Valuation Methodologies
    2. Key Drivers of Business Value
    3. The Role of the Attorney in Business Valuation Cases

  5. Damages Calculations and Expert Witness Testimony

    1. Types of Damages in Litigation
    2. Building a Damages Model
    3. Preparing for and Cross-Examining Financial Experts

  6. Legal Ethics and Financial Hygiene

    1. Fiduciary Duties and Professional Responsibility
    2. Client Trust Accounting Fundamentals
    3. IOLTA Accounts: Rules and Compliance
    4. Attorney Fees and Billing Practices
    5. Ethical Considerations in Financial Investigations

Who Should Attend

This program is designed for attorneys. Accountants and paralegals may also benefit.

Speakers

Kevin T Knight
Kevin T.
Knight
DSK Law
Nicholas Amann
Nicholas
Amann
Baker Newman Noyes
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Christine Hovenga
Christine
Hovenga
The Patterson Law Firm, LLC
Speaker bio
Kevin T Knight

Kevin T. Knight

DSK Law
Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

View full profile
Speaker bio
Nicholas Amann

Nicholas Amann

Baker Newman Noyes
Nicholas Amann

, CPA, is a tax manager specializing in multi-generational, owner-managed businesses and high net worth individuals with Baker Newman Noyes. He joined the firm in 2023, having previously served as a tax supervisor at a large national CPA firm. Mr. Amann earned his bachelor's degree in accounting from the University of North Carolina at Charlotte and his master's degree in accounting from the University of New Hampshire.

View full profile
Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in Privacy Law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an Associate General Counsel- Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.

View full profile
Speaker bio
Christine Hovenga

Christine Hovenga

The Patterson Law Firm, LLC
Christine Hovenga

is an attorney with The Patterson Law Firm, LLC where she represents clients in commercial litigation and arbitration. She focuses on contract disputes, cryptocurrency claims and legal malpractice cases. Ms. Hovenga graduated from the University of Chicago Law School. While in school, she participated in the Employment Law Clinic and assisted clients with labor and employment disputes. Her scholarship on employee benefits law earned her the Alvin D. Lurie Award from the American College of Employee Benefits Counsel. Prior to law school, Ms. Hovenga spent three years working in policy and communications for nonprofit organizations dedicated to gender violence prevention. She holds a B.A. degree in Gender and Women's Studies from the University of Rhode Island.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us