Accounting

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Accounting Principles for Attorneys

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Arizona CPE for Accountants Approved 4.5 Total
New York CPE for Accountants Approved 4.5 Total
Washington CPE for Accountants Approved 4.5 Total
Wisconsin CPE for Accountants Approved 4.8 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
CPE for Accountants/NASBA Approved 4.5 Total
North Carolina Continuing Paralegal Education Approved 4 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
Live Online
4 hours
Bonnie Mackey
Michele Avery
Jason Alderman
Julie Globus
With Bonnie L. Mackey from Levin, Silvey, Zelko & Mackey, P.A. + 3 others

Mon, Dec 28, 00:00 AM – 00:00 PM

Product ID 102791

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Speak the Language, Ask the Right Questions, Catch What Others Miss

Financial literacy isn't optional for today's attorney - it's foundational. Whether you're litigating damages, structuring a transaction, administering a trust, or advising a business client, the numbers are often where the real story lives. This course builds practical fluency in reading financial statements, spotting red flags, working effectively with accountants and financial experts, and navigating financial discovery, without requiring an accounting background. Walk away equipped to ask sharper questions, catch issues earlier, and collaborate with financial professionals as an informed partner rather than a dependent. Register today!

  • Read and interpret financial statements with confidence.
  • Spot red flags and manipulation in financial records.
  • Understand valuation and damages calculations well enough to direct your expert effectively.
  • Know exactly which financial professional to call and what to ask them.
  • Strengthen your financial discovery requests and document review process.
  • Avoid the most common pitfalls when retaining and working with accountants and financial experts.

Abbreviated Agenda

  1. Financial Statements Demystified
  2. Spotting Problems in the Numbers
  3. Valuation and Damages Basics
  4. Financial Discovery and Document Fluency
  5. Working With Financial Professionals

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102791

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Arizona CPE for Accountants Approved 4.5 Total
New York CPE for Accountants Approved 4.5 Total
Washington CPE for Accountants Approved 4.5 Total
Wisconsin CPE for Accountants Approved 4.8 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
CPE for Accountants/NASBA Approved 4.5 Total
North Carolina Continuing Paralegal Education Approved 4 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
Other

Agenda

All times are shown in

  1. Financial Statements Demystified

    1. 4 Key Principles: Business Entity Separation, Going Concern, Materiality, and the Cash vs. Accrual Distinction
    2. The Three Core Statements and How They Connect
    3. Financial Ratios Every Attorney Should Recognize
    4. What Healthy Financials Look Like (and Signs of Distress)
    5. Reading a Set of Financials

  2. Spotting Problems in the Numbers

    1. Revenue Recognition Basics and How Timing Games Show Up Here
    2. Earnings Manipulation, Timing Tricks, and Off-Balance-Sheet Liabilities
    3. Red Flags in Business, Trust, and Personal Financial Records
    4. How Fraud Hides in Plain Sight
    5. What to Flag Before Your Expert Ever Gets Involved

  3. Valuation and Damages Basics

    1. How Businesses, Assets, and Income Streams Get Valued
    2. Lost Profits vs. Lost Earnings vs. Diminution of Value
    3. Earn-Outs, Working Capital Adjustments, and What Attorneys Miss at Closing
    4. Connecting Valuation to Outcomes: Litigation, Transactions, and Estate Matters

  4. Financial Discovery and Document Fluency

    1. What to Request, What to Subpoena, and What You're Actually Looking at
    2. Key Documents Beyond the Financials: Tax Returns, Bank Records, Loan Files, Fiduciary Accountings
    3. Organizing and Analyzing Financial Productions
    4. Questions Every Attorney Should Ask Before Closing a Financial Record Request

  5. Working With Financial Professionals

    1. CPA vs. Forensic Accountant vs. CFO vs. Financial Advisor: Who Does What
    2. How to Retain, Direct, and Get the Most out of Financial Experts
    3. Avoiding the Most Common Attorney-Accountant Communication Failures
    4. Deposition and Cross-Examination of Financial Witnesses
    5. Building a Go-to Roster of Financial Professionals
    6. Takeaway Frameworks and Quick-Reference Tools

Who Should Attend

This program will provide attorneys with a comprehensive overview and offer a practical understanding of financial records and accounting methods. It will also benefit business owners, law office administrators, accountants, and paralegals.

Speakers

Bonnie L Mackey
Bonnie L.
Mackey
Levin, Silvey, Zelko & Mackey, P.A.
Michele Avery
Michele
Avery
Carr, Riggs & Ingram CPAs and Advisors
Jason R Alderman
Jason R.
Alderman
The Alderman Law Firm
Julie D Globus
Julie D.
Globus
Sabharwal Globus & Lim LLP
Speaker bio
Bonnie L Mackey

Bonnie L. Mackey

Levin, Silvey, Zelko & Mackey, P.A.
Bonnie 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.

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Speaker bio
Michele Avery

Michele Avery

Carr, Riggs & Ingram CPAs and Advisors
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.

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Speaker bio
Jason R Alderman

Jason R. Alderman

The Alderman Law Firm
Jason Alderman

focuses his practice on national and international litigation with a particular emphasis on complex banking, real property, contract, corporate, creditors' rights, fiduciary, and valuation litigation. He is a member of The Florida Bar. Mr. Alderman earned his B.S. degree from Florida Statute University and his J.D. degree, magna cum laude, from the University of Miami School of Law.

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Speaker bio
Julie D Globus

Julie D. Globus

Sabharwal Globus & Lim LLP
Julie Globus

is a partner with the law firm of Sabharwal Globus & Lim LLP in West Nyack, New York. She represents banks and hedge funds in the purchase and sale of debt in distressed companies, international and domestic mergers and acquisitions, leveraged acquisitions, and corporate finance. With data privacy and issues of cybersecurity at the forefront of current legal issues, Ms. Globus also assists her clients with building an architectural framework for compliance with state and federal securities, finance, data privacy laws, and with establishing strong internal controls. She also engages in the area of education law, helping students and parents obtain a fair and appropriate public education for their children, as well as resolving education related disciplinary matters. Ms. Globus is an associate member of the Association of Certified Fraud Examiners and is corporate counsel for an international cryptocurrency related company, giving her the opportunity to consult with legal teams in both the U.S. and abroad, each with varying expertise and each trying to wade through the confusion related to cryptocurrency. She earned her B.A. degree from Skidmore College, her M.A. degree from the Hebrew University of Jerusalem on Mt. Scopus and her J.D. degree from Rutgers State University of New Jersey, Newark Campus. Ms. Globus's passion is endurance cycling, and she is an avid middle-distance triathlete.

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