Accounting

4.8

Financial Statement Analysis for Attorneys (Including Use of AI and Experts)

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 55 minutes
Bruce Andersen
Bruce Bronster
James Ortiz
Andrew Roper
With Bruce T. Andersen from BTA Corporation + 3 others
Coming Soon! OnDemand recording will be available on June 08, 2026.
Product ID 102057

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$299

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Overview

A Plain-English Guide to the Numbers That Matter

This course is designed to bridge the gap between legal theory and financial reality. Whether you are litigating a commercial dispute, negotiating a merger, or handling a high-asset divorce, the ability to read between the lines of financial statements is a critical skill. Our expert faculty will teach you how to assess profitability, liquidity, leverage, bankruptcy risk, and more by reviewing company financials. Take your skills to new heights - register today!

  • Deconstruct a standard balance sheet and income statement.
  • Spot common accounting tricks used to obscure value or hide debt.
  • Implement AI tools to streamline the review of financial documents.
  • Vet and manage financial expert witnesses effectively.

Abbreviated Agenda

  1. Financial Statements: A Quick Primer
  2. Financial Analysis 101: Identifying Red Flags, Strengths, and Vulnerabilities
  3. What's the Business Worth? Valuation in a Nutshell
  4. Leveraging AI for Financial Analysis (With Helpful Prompts and Use Cases)
  5. Working With Financial Experts and Forensic Accountants

Related Topics

Product ID 102057

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Financial Statements: A Quick Primer

    1. The Balance Sheet
    2. The Income Statement
    3. The Cash Flow Statement
    4. Statement of Changes in Equity

  2. Financial Analysis 101: Identifying Red Flags, Strengths, and Vulnerabilities

    1. Financial Analysis Overview
    2. Revenue Recognition
    3. Expense Capitalization
    4. Footnote Analysis
    5. Common Ratios: Profitability, Liquidity, Leverage
    6. Likelihood of Bankruptcy
    7. Need for Capital

  3. What's the Business Worth? Valuation in a Nutshell

    1. Common Valuation Methods
    2. Small Business Valuation Case Study

  4. Leveraging AI for Financial Analysis (With Helpful Prompts and Use Cases)

    1. Automatic Data Extraction
    2. Predictive Coding and Trend Analysis
    3. Summarizing Complex Filings
    4. Optimizing Comparative Analysis

  5. Working With Financial Experts and Forensic Accountants

    1. What Type of Expertise Do You Need? Assessing Credentials and Past Work
    2. The Daubert Standard in Litigation
    3. Cross-Examining the Opposing Financial Expert

Who Should Attend

This program is designed for attorneys looking for a better understanding of financial records. Accountants, financial planners, bankers/loan officers, business owners, and paralegals will also benefit.

Speakers

Bruce T Andersen
Bruce T.
Andersen
BTA Corporation
Bruce Bronster
Bruce
Bronster
Bronster LLP
James Ortiz
James
Ortiz
REDW CPAs | Business & Financial Advisors
Andrew G Roper
Andrew G.
Roper
Vallit Advisors, LLC
Speaker bio
Bruce T Andersen

Bruce T. Andersen

BTA Corporation
Bruce 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.

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Speaker bio
Bruce Bronster

Bruce Bronster

Bronster LLP
Bruce Bronster

is a renowned hospitality and real estate attorney in Manhattan, as well as a restaurant industry veteran. He started washing dishes in restaurants as a teenager, and through his law practice in New York, he continues to serve the hospitality industry today. Most recently, Mr. Bronster has been working to help restaurants throughout New York navigate the legalities of the coronavirus pandemic and the executive orders issued in response thereto. He is also the founder of Bronster Cares, a pro bono initiative to provide free legal assistance to hospitality workers affected by the pandemic. Mr. Bronster is an active member of the Independent Restaurant Coalition and continues to advocate for the future of restaurants and restaurant workers. He assists new and existing restaurants, food halls, hotels and food purveyors navigate business formation, real estate and leasing issues, intellectual property, employment issues, ADA compliance, food and beverage consulting, licensing, corporate transactions, contract issues and bankruptcy. Mr. Bronster's legal practice also focuses on litigation, and corporate and general business advice. He is admitted to practice law in New York, New Jersey, District of Columbia and U.S. District Courts for the Southern and Eastern districts of New York. Mr. Bronster earned his B.S. degree in accounting, magna cum laude, from New York University in 1987, his J.D. degree from New York Law School in 1991 and his M.B.A. degree from Columbia University in 1998. He is a member of the New York City Bar Association's Hospitality Law Committee.

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Speaker bio
James Ortiz

James Ortiz

REDW CPAs | Business & Financial Advisors
James Ortiz

is senior accountant with REDW CPAs | Business & Financial Advisors. He has more than 15 years of experience specializing exclusively in the State and Local Tax (SALT) arena, in both a public accounting role at REDW, and as a SALT specialist for an international clothing retailer. In that time, Mr. Ortiz has dealt with sales and use tax compliance for every state in the U.S. and Canada. Since joining REDW in 2014, he has been instrumental in growing the firm's SALT practice. Mr. Ortiz spent four years working with the New Mexico Taxation & Revenue Department in multiple divisions, including the Audit & Compliance Division; as well as assisting the department in the development of internal policies and procedures for auditing specialty refund claims. He also has experience preparing and providing audit defense for a variety of state and federal tax credit filings and unique property tax situations involving tribal entities and specialty exemptions. Mr. Ortiz earned his B.B.A. degree from the University of New Mexico and his M.S. degree in accountancy from the University of Phoenix.

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Speaker bio
Andrew G Roper

Andrew G. Roper

Vallit Advisors, LLC
Andrew Roper

, CPA, CFE is a manager at the firm who is responsible for providing skilled lost profit and claim analysis as well as forensic accounting and investigative services, litigation support services, contract analysis and related accounting services. He will also be focused on providing dispute resolution and business valuation services for our clients spanning a diverse range of industries and fields. Mr. Roper in charge of supervising Vallit’s team of associates and analysts at our Annapolis and Washington, D.C. offices. He is also responsible for communicating with clients, attorneys and partners about complex litigation matters, preparing and reviewing financial models and reports, and preparing trial deposition matters. Mr. Roper earned a dual B.S. degree in accounting and finance from Grove City College.

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