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Overview
Round Out Your Legal Expertise With Business Skills and Principles
This comprehensive course gives you a practical overview of accounting, data analysis, and management basics every attorney needs to know. Tackle key issues in these core areas and get the tools you'll need to succeed. Whether you use this knowledge to better understand and represent your clients or to improve the way you run your own practice - this content is too good to miss! Register today!
- Understand basic accounting and data analysis concepts to assess the health of a business and the industry they're in.
- Walk through the key ratios and methods of business valuations and market analysis.
- Review project management basics and organizational behavior principles.
- Assess marketing variables and carry out strategies to target markets.
- Explore the latest data security challenges and protection methods.
Abbreviated Agenda
- Business Analytics Beyond Basic Financial Statements
- Financial Accounting and Reporting, Cost Accounting, and Taxation Basics
- HR and Organizational Behavior Principles
- Legal Ethics of Business Law
- Operations and Project Management
- Information Systems: IT, Enterprise Resource Planning, and Data Security
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Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Business Analytics Beyond Basic Financial Statements
- Statistics: Descriptive, Inferential, Regression Analysis
- Data Analysis and Visualization
- Business Intelligence
- Marketing Research
- Valuations
-
Financial Accounting and Reporting, Cost Accounting, and Taxation Basics
-
HR and Organizational Behavior Principles
-
Legal Ethics of Business Law
- Who is Your Client?
- Attorney Fees and Engagement Agreements
- Attorney Fiduciary Responsibility
- Obtaining Client Consent
-
Operations and Project Management
-
Information Systems: IT, Enterprise Resource Planning, and Data Security
- Information Technology Needs Assessment
- Tech Tools and Agreements
- Data Security Considerations
- Artificial Intelligence and Blockchain Use Cases
Who Should Attend
This program is designed for attorneys. Paralegals will also benefit.
Speakers
Speaker bio
Bonnie L. Mackey
is a certified public accountant with the Florida office of Levin, Silvey, Zelko & Mackey, P.A., where her background includes all facets of accounting, including financial statement and tax preparation, as well as computer software and bookkeeping assistance. She is also a Certified Quickbooks Pro Advisor. Ms. Mackey graduated from the University of South Florida with an extended B.S. degree in business administration and earned her MBA degree from Keller Graduate School of Devry University. In 2000, she earned her Certified Specialist in Estate Planning (CSEP) designation from the National Institute for Excellence in Professional Education, LLC, and in 2011 attained Accredited Estate Planner(r) status. Additionally, Ms. Mackey is an instructor for the Becker CPA Review course, an FICPA Ethics course facilitator and a frequent lecturer on various topics. She is the past-president for the FICPA N. Dade S. Broward chapter, American Woman's Society of CPAs - S. Florida Affiliate, and the North Dade/South Broward Estate Planning Council, past treasurer for the Broward County Guardianship Association, National AWSCPA VP of Regions and on the Trust Advisory Board for MonarchCare, Inc., as well as its immediate past chair, in addition to the firm's other affiliations.
Speaker bio
S. Leigh King
, J.D., LL.M., earned her J.D. degree in May 2002 from Texas Wesleyan University School of Law (now Texas A&M University School of Law), where she was a senior editor on the Law Review. During that tenure, Ms. King was a judicial intern at both the federal and state appellate courts in Fort Worth, Texas. She earned her LL.M. degree in intellectual property law from Southern Methodist University in May 2009. Currently, Ms. King practices civil trial law including breach of contract cases, consumer rights, deceptive trade practices, consumer law, family law, and estate planning, She is a former auxiallary professor at Lyon College, a former professor at Emory & Henry College, and a former professor at Concordia University of Texas. Ms. King is the author of three law review articles. Her first law review article titled "While You Were Sleeping," 11 SMU Sci. & Tech. L. Rev. 291 (2008), has been incorporated in its entirety in the casebook "Cyber Crime and Digital Evidence Materials and Cases" by Prof. Thomas K. Clancy at the National Center for Justice and the Rule of Law located at the University of Mississippi School of Law. Ms. King is the author of "Abandonment: How the Texas Legislature and Family Court System Fail to Meet the Needs of Texas Children," 51 S. Tex. L. Rev. 75 (2009); and "Failure to Launch: How the Delinquent Politics and Policies of the Texas Legislature Have Failed to Remedy Texas' Antiquated Judicial System and How Voters Have Accepted the Status Quo for Far Too Long," 16 Tex. Wesleyan L. Rev. 369 (2010). Prior to entering law school, she was the senior paralegal for a boutique law firm in Fort Worth, Texas. Currently, Ms. King practices law in central Texas and is an active mentor for Southern Methodist University law students.
Speaker bio
Michele Avery
is a partner with Carr, Riggs & Ingram CPAs and Advisors. Her experience includes business valuations for sales transactions, management buy-ins and buyouts, marital dissolution proceedings, shareholder disputes, buy/sell agreements, and estate and gift matters. In addition to her valuation practice, Ms. Avery also provides expert reports for litigation proceedings that are concerned with lost profits, shareholder disputes, marital dissolution proceedings and insurance claims. She is a member of the American Institute of Certified Public Accountants, Society of Louisiana Certified Public Accountants, National Association of Certified Valuation Analysts, Business Valuation and Litigation Services Committee of Louisiana CPA Society, Estate and Financial Planning Committee of Louisiana CPA Society, North Shore Estate and Financial Planning Society, and North Shore Chapter of the Louisiana CPA Society. Ms. Avery has written and lectured extensively on the topic of business valuation. She earned her B.A. degree from the University of Wisconsin and her M.B.A. degree from Louisiana State University. Ms. Avery has more than 20 years of business valuation and forensic accounting experience.
Speaker bio
David A. Lowe
is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, contracts, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court as well as before the Louisiana Supreme Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.
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