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Finance for Lawyers
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Finance for Lawyers

3 hrs. CLE, 3 hrs. NLS

12/7/2015
When: 12/7/2015
8:30 AM - 4:00 PM
Where: Regions Bank Conference Center
One Indiana Square
Fifth Floor
Indianapolis, Indiana  46204
United States
Presenter: Joseph Novello
Contact: Sherry Allan
317-639-5465


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Sponsored by the Membership & Membership Benefits Committee

 

DECEMBER 7, 2015

​FINANCE FOR LAWYERS

3 HOURS CLE, 3 HOURS NLS*

 

AGENDA

 

8:30 am

 

 

 

     

Top 10 Reasons Lawyers Need to Know Basic Finance Concepts

   • Role of finance in an organization
   • How lawyers add value to the financial function of a company
   • Foundations of modern accounting

     

9:00 am

 

 

 

Foundations of Modern Accounting and the Basic Equation of Finance

   • Assets = liabilities + equity
   • What are assets, liability and equity?

     

9:15 am

 

 

 

 

Financial Statements

   • Balance sheets
   • Income and cash flow statements
   • Notes to financial statements

     
10:45 am   Break
     

11:00 am

 

 

 

 

 

Financial Statements (continued)

   • Statement of equity and other comprehensive income
   • Management discussion and analysis
   • Auditor’s report
   • SOX certifications

     

11:30 am

 

 

 

Accounting Methodologies and Principles

   • Accrual versus cash basis
   • Other principles

     

11:45 am

 

 

Who’s Who in Financial Reporting

   • Government and non-government regulators

     
12:00 pm   Lunch (boxed lunch provided)
     

1:00 pm

 

 

 

 

 

Private Company Accounting

   • Big company vs. small company GAAP
   • Role of finance in a company and related legal support
   • Private companies and the CPA
   • Alternative services – reviews and compilations

     

1:15 pm

 

 

 

 

 

Key Numbers and Ratios

   • Earnings per share (EPS)
   • Price/earnings (PE) ratio
   • Revenue and earnings growth
   • Financial ratios–liquidity, solvency, profitability

     

1:45 pm

 

 

 

 

 

 

Present Value Concepts and Business Valuations

   • Simple present value
   • Value of annuities
   • Why do you need to value a business?
   • Business valuation methodologies
   • Resources geared toward lawyers

     
2:45 pm   Break
     

3:00 pm

 

 

The Lawyer’s Role in Financial Audits

   • ABA and AICPA joint process

     

3:30 pm

 

 

 

Basic Concepts of Financial Investment

   • Risk vs. return
   • Modern portfolio theory and diversification

     
3:45 pm   Financial Fraud Schemes
     
4:00 pm   Program Concludes

 

SPEAKER

 

Joseph Novello, CPA, MBA, The Financial Training Organization, Metuchen, NJ. Novello began his career at Ernst & Young in New York City and obtained his CPA license in New York. He earned a bachelor’s degree from Brooklyn College and an MBA in Finance from New York University. Novello has experience with several domestic and foreign Fortune companies. His positions have included the titles of Controller, CFO, Director of Planning and Analysis, and Director of Sales Operations.

 

REGISTRATION INFORMATION

$175 - ISBA Members

$275 - Non-ISBA Members

 

$10 will be added to all registrations received after 12/3/2015.

 

REFUND INFORMATION

Refunds will be issued for cancellations received in writing 7 days before the program and are subject to a $25 processing fee. Cancellations with less than 7 days notice will not be granted refunds. If you are unable to attend but would like to send someone in your place, contact Sherry Allan at 317-639-5465.

 

*Pending approval from the Indiana Commission on Continuing Legal Education.

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