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Overview
If You Advise Businesses (or Run a Law Firm), You Need to Know the Numbers
Lawyers who can truly understand and empathize with a client's financial position have a significant leg up when it comes to cases involving businesses and complex assets. If you're looking to get fluent in the language of financial statements, financial analysis, accounting, and corporate finance - there is no better time than now to get up to speed. Sharpen your business skills and improve your practice. Register today!
- Brush up on the basics: learn how to read financial statements and understand key accounting concepts.
- Learn how to analyze financial statements and draw insights about a company's financial health.
- Understand financial statement review, compilation, and audit processes.
- Learn key concepts in corporate finance pertaining to capital structure, debt, and equity financing.
- Discover how to read, interpret, and spot issues in business valuations.
Abbreviated Agenda
- Accounting and Financial Statements 101
- Financial Statement Analysis
- Understanding Audits, Compilations, and Reviews
- Corporate Finance Basics
- Valuing the Company
- Ethics and Finance
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 03-05-2028 |
| Alabama CLE |
|
6 Total | 12-31-2026 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 03-05-2028 |
| California CLE |
|
6 Total | 03-05-2028 |
| Colorado CLE |
|
7 Total | 12-31-2028 |
| Connecticut CLE |
|
6 Total | 03-05-2028 |
| Delaware CLE |
|
6 Total | 03-05-2028 |
| Florida CLE |
|
7 Total | 09-30-2027 |
| Georgia CLE |
|
6 Total | 12-31-2027 |
| Hawaii CLE |
|
6 Total | 03-05-2028 |
| Iowa CLE |
|
6 Total | 03-05-2027 |
| Illinois CLE |
|
6 Total | 03-03-2028 |
| Indiana CLE |
|
6 Total | 03-05-2027 |
| Kansas CLE |
|
7 Total | 03-04-2027 |
| Kentucky CLE |
|
6 Total | 06-30-2026 |
| Maine CLE |
|
6 Total | 03-03-2028 |
| Minnesota CLE |
|
6 Total | 03-05-2028 |
| Missouri CLE |
|
6 Total | 03-05-2028 |
| Northern Mariana Islands CLE |
|
6 Total | 03-05-2028 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 03-05-2029 |
| North Carolina CLE |
|
6 Total | 02-28-2027 |
| North Dakota CLE |
|
6 Total | 03-05-2029 |
| Nebraska CLE |
|
6 Total | 03-05-2028 |
| New Hampshire CLE |
|
6 Total | 03-05-2029 |
| New Jersey CLE |
|
7.2 Total | 11-12-2026 |
| New Mexico CLE |
|
6 Total | 03-05-2028 |
| Nevada CLE |
|
6 Total | 03-05-2029 |
| New York CLE |
|
7 Total | 03-05-2029 |
| Ohio CLE |
|
6 Total | 12-31-2026 |
| Oklahoma CLE |
|
7 Total | 03-05-2028 |
| Oregon CLE |
|
6 Total | 03-05-2029 |
| Pennsylvania CLE |
|
6 Total | 03-05-2028 |
| Rhode Island CLE |
|
6 Total | 06-30-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2026 |
| Tennessee CLE |
|
6 Total | 03-04-2028 |
| Texas CLE |
|
6 Total | 02-28-2027 |
| Utah CLE |
|
6 Total | 12-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Vermont CLE |
|
6 Total | 03-05-2028 |
| Washington CLE |
|
6 Total | 03-04-2031 |
| Wisconsin CLE |
|
7 Total | 12-31-2027 |
| West Virginia CLE |
|
7.2 Total | 03-05-2028 |
| Wyoming CLE |
|
6 Total | 11-12-2026 |
Select Jurisdiction
CLE
Agenda
-
Accounting and Financial Statements 101
- Key Concepts and Terminology
- Accounting Methods and Selection
- Understanding Financial Statements (With Examples)
- Income Statement
- Balance Sheet
- Change of Equity
- Statements of Cash Flow
- Note to Financial Statements
- Core Accounting Principles
- Reviewing the Financial Statements
-
Financial Statement Analysis
- What Else Can the Statements Tell Us?
- Horizontal and Vertical Analysis
- Calculating and Interpreting Common Financial Ratios
- Assessing Liquidity
- Assessing Capital Structure
- Assessing Profitability
- Earnings Quality
- Case Study: Assessing the Health of a Private Company
-
Understanding Audits, Compilations, and Reviews
-
Corporate Finance Basics
- Debt Financing
- Equity Financing
- Optimizing Capital Structure
- Capital Sources and Trends
- Capital Raising Process Overview
-
Valuing the Company
- Major Valuation Methods Compared
- The Valuation Process; Evidence Considered
- Different Approaches for Different Contexts
- Case Study: Interpreting a Sample Valuation Report
- Best Practices for Review, Issue Spotting, and Cross Examination
-
Ethics and Finance
- Misrepresentations and Fraud
- Advising in Multiple Capacities
- Doing Business with Clients
- Confidentiality Concerns and Sensitive Information
- Identifying Avoiding Conflicts of Interest
Who Should Attend
This program is designed for attorneys. Accountants and paralegals may also benefit.
Speakers
Speaker bio
Dennis S. Medica
has over 25 years of experience assisting senior executives, board of directors and legal counsel with complex financial issues requiring forensic accounting expertise. Mr. Medica has extensive experience in financial analysis of complex commercial disputes involving intellectual property, business interruption, professional negligence, business valuation, acquisition and divestiture, employment, and various other breach of contract matters. He has served as financial expert for Dana Limited, Coca-Cola Enterprises, Inc. and many other well-known companies. Mr. Medica is an adjunct professor in the accounting department of Cleveland State University where he teaches fraud examination. In addition, he has been interviewed on talk radio in Cleveland on a major fraud investigation performed by the FBI and IRS. He also has been quoted in Crain's Cleveland Business. He has authored various articles on the effective use of financial experts, International Financial Reporting Standards and insurance claims. Mr. Medica was formerly director of the Investigations and Forensic Services practice in Cleveland for PricewaterhouseCoopers, LLP. Mr. Medica received his Masters in Business Administration from Cleveland State University where he also received The John Baker EMBA Alumni Award in recognition for his commitment to excellence and ethics in business and career development. He earned his Bachelor of Science in business administration in accountancy from John Carroll University. He is a member of the Technical Advisory Board of the Forensic and Valuation Services Section of the American Institute of Certified Public Accountants and also the Advisory Council of the Association of Certified Fraud Examiners. Mr. Medica is a Board of Directors member of the Cleveland Metropolitan Bar Association. He is a certified public accountant (CPA), certified fraud examiner (CFE), certified in financial forensics (CFF), certified valuation analyst (CVA), and Charted Global Management accountant (CGMA).
Speaker bio
Christine M. Crider
has focused her professional career on advising nonprofit and for-profit organizations. She has over 20 years of experience in financial accounting, budget development, grant work, cash management, financial reporting, internal controls, and analysis of business strategies for a variety of organizations. With her extensive experience, Ms. Crider focuses on assisting nonprofit and other organizations with fraud prevention, detection and investigations. She also assists attorneys, executive directors and business owners with financial analysis in complex business disputes. Ms. Crider has extensive experience with accounting systems and accounting department development. She has been brought into many situations to correct and rebuild accounting records, policies and procedures. She also provided client training on internal audit techniques. As a nonprofit consultant, she has served in a variety of roles such as finance manager, director, director of development and finance, treasurer, and business management consultant. She earned her Master of Accountancy in financial auditing and Bachelor of Business Administration in accounting from Cleveland State University. Her passion for fraud prevention led her to Cleveland-Marshall College of Law, where she earned a Master of Legal Studies degree, focusing on white collar crime and corporate compliance. Ms. Crider also holds a Graduate Certificate in Nonprofit Management from The Maxine Goodman Levin College of Urban Affairs at Cleveland State University. She is a Certified Fraud Examiner (CFE) and a member of the Association of Certified Fraud Examiners. Ms. Crider is also a member of the Cleveland Metropolitan Bar Association (CMBA) and the Women in Law Section of the CMBA. She is an affiliate member of Medica, LLC and a director on the Board of the Northeast Ohio Chapter of the Association of Certified Fraud Examiners.
Speaker bio
Christopher J. Bonner
is special counsel with Barclay Damon, LLP, where he practices in the areas of corporate law, corporate and municipal securities, and banking regulation. His clients include large and small businesses, banks, startup enterprises, buyers and sellers of businesses, and securities investors. Mr. Bonner organizes corporations, LLCs and other alternative entities, and represents them on a continuing basis with various kinds of business contracts. He represents buyers and sellers of businesses, from the initial planning stage through to the final closing. Mr. Bonner is a member of the New York State Bar Association (Business Law and Tax Law sections) and American Bar Association (Business Law and Taxation sections). He earned his B.A. degree from Williams College, his J.D. degree from Harvard Law School and his LL.M. degree in taxation from New York University.
Speaker bio
Bruce T. Andersen
is the president of BTA Corporation, a boutique firm located in Los Angeles, California, providing tax, accounting, and consulting services to small businesses. He is a certified public accountant. Mr. Andersen has taught management science and information systems at California State University in Bakersfield. For the last 14 years, he has been a member of the faculty at the University of Phoenix School of Business. Mr. Andersen is a member of California Society of Certified Public Accountants. He earned his B.S. degree from Iowa State University, his M.S.B.A degree from Boston University, his M.B.A. degree from California State University in Bakersfield and his M.S. degree (taxation) from Golden Gate University. After watching the cannabis industry for several years, the firm set up a division specifically for the cannabis industry in 2018, branded as CannabisCPA.tax, providing tax, audit, accounting and systems support to the cannabis industry.
Speaker bio
Kristopher R. Hallengren
is a Managing Member with Vallit Advisors, LLC, where he has more than 25 years of experience, the last 20 of which have been solely focused on dispute consulting, forensic accounting and business valuation as well as expert witness testimony in complex litigation matters. Mr. Hallengren is focused on providing valuation and forensic services as well as expert testimony in a wide variety of complex litigation matters, specifically divorce ; with 2/3s of his practice is divorce based cases. He has testified nearly 100 times, over half of which were in a divorced based context. Mr. Hallengren is a Certified Public Accountant (CPA), Accredited Senior Appraiser (ASA) by the American Society of Appraisers, Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants (AICPA). He earned his B.S. degree from Salisbury University and his M.S. degree from Loyola College.
Speaker bio
Connor J. Thurman
is a manager at Vallit Advisors, LLC. He has over seven years of experience in business valuation, tangible and intangible asset appraisal, and various other litigation services. Mr. Thurman has written numerous articles in professional and peer-reviewed journals covering a variety of topics in his areas of expertise and has presented on these topics via webinars and conferences. He is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers and an Accredited in Business Valuation (ABV) with the American Institute of Certified Public Accountants. Mr. Thurman's business experience includes valuing closely held businesses in a variety of industries for both dispute and non-dispute purposes, including marital dissolution, shareholder disputes, gift and estate tax matters, and more. He also has experience in performing valuation and appraisal analyses of both tangible and intangible assets for property tax and transfer pricing purposes. Mr. Thurman has also provided various litigation-related services including assistance with discovery requests, document management, and preparation of expert, rebuttal, and appraisal review analyses and reports. He earned his B.S. degree in finance from Portland State University.
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