Accounting & Finance Core Fluency
Advance client goals by understanding the numbers that affect lawyers
- Product Number: 2230111WBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
**Please Note: This live webcast was originally scheduled for 3/14, but has been postponed to 3/29 due to power connectivity concerns from inclement weather.**
Accounting terms and concepts, financial statements, and basic finance are often misunderstood and confusing. The panelists explain the terms and jargon, basic accounting concepts, generally accepted accounting standards, and nuts and bolts of financial statements. You receive a complete pro forma set of financial statements and detailed explanation of the components, and how they relate. The faculty teaches you how to recognize “red flags” in financial statements—and avoid mistakes often made by attorneys when advising clients. Get clear explanations and answers to common accounting questions that your clients ask—so you can advise clients with confidence.
Business lawyers, corporate lawyers, family law practitioners, and litigators often find themselves challenged to explain financial statements to clients, or to use accounting information to prove a liability or damages, or even to impeach a witness. While engaging an accounting expert is useful, a lawyer must know the basics of accounting to effectively choose and utilize an expert. Whatever your specialty, you must understand financial concepts to understand your client’s goals, and the interests of other parties to the deal.
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Agenda
Agenda & Materials
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9:00 - 9:10 a.m.
Welcome and Introduction
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9:25 - 9:50 Am
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9:10 - 9:40 a.m.
How to Work Effectively with the Accountant
on demand video Add to CartJohn D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
John D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
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9:50 - 10:20 am
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9:40 - 10:40 a.m.
Accounting Concepts that Underlie Financial Reporting (Part One)
on demand video Add to CartPaul E. Costantino, CPA, MST, Costantino Richards Rizzo LLP , Wakefield
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
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10:20 - 10:30 am
Break
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10:40 - 10:55 a.m.
Networking and Refreshment Break
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10:30 - 11:10 am
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10:55 a.m. - 12:00 p.m.
Accounting Concepts that Underlie Financial Reporting (Part Two)
on demand video Add to CartPaul E. Costantino, CPA, MST, Costantino Richards Rizzo LLP , Wakefield
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
Paul E. Costantino, CPA, MST, Costantino Richards Rizzo LLP , Wakefield
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
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11:10 - 11:45 pm
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12:00 - 1:00 p.m.
Lunch (on your own)
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11:45 - 12:00 pm
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1:00 - 1:40 p.m.
Accountants’ Reports: Audit, Review, Compilation; How Banks View Financial Statement Reports; Legal Letters
John D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
John D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
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1:00 - 1:40 p.m.
Accountants’ Reports: Audit, Review, Compilation; How Banks View Financial Statement Reports; Legal Letters
John D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
John D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
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1:40 - 2:15 p.m.
Deciphering the Language Used in Financial Statements and Footnotes; Extracting Useful Information; Ability to Continue as a Going Concern
Paul E. Costantino, CPA, MST, Costantino Richards Rizzo LLP , Wakefield
Sarah Willwerth-Dyer, CPA, Anthony & Dodge, PC , South Hamilton
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2:15 - 2:30 p.m.
Networking and Refreshment Break
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2:30 - 3:15 p.m.
Understanding Financial Covenants; Evaluating Financing Proposals
on demand video Add to CartJohn D. Colucci, Esq., McLane Middleton, Professional Association , Woburn
Debra J. Drapalla, Webster Bank , Boston
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3:15 - 4:00 p.m.
Common Client Questions - and the Answers
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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