[WEBINAR] NY Bridge the Gap: 1 Day Live, 1 Day On-demand

[WEBINAR] NY Bridge the Gap: 1 Day Live, 1 Day On-demand
16 NY CLE Credits: 3 Ethics; 6 Skills, 7 PP;  Transitional and Non-transitional; 16 NJ CLE Credits: 3 Ethics; 13 General


Joseph NovelloCPA, MBAThe Financial Training OrganizationDaniel Kalin, JD, CPA

Moderator: Bari Chase, Esq., Director, NYCLA CLE Institute and Programs

*This Program Package will satisfy the NY CLE requirements for first or second year newly admitted attorneys; You will receive on-demand program access in a separate email.

Learn the key financial concepts that all lawyers need to know to make dealing with your clients' financial matters more manageable and ethical.

Topics to be discussed include:


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

Foundations of Modern Accounting and the Basic Equation of Finance;Financial Statements

  • Balance sheets
  • Income and cash flow statements
  • Financial statements
  • Statement of equity and other comprehensive income
  • Auditor’s report

Accounting Methodologies and Principles: Accrual vs Cash Basis

Who’s Who in Financial Reporting: Government and non-government regulators

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 compilation

Key Numbers and Ratios

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

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

The Lawyer’s Role in Financial Audits: Ethical Considerations

  • ABA and AICPA joint process
  • Dealing with conflicts of interest

Basic Concepts of Financial Investment

  • Risk vs. return
  • Modern portfolio theory and diversification

Financial Fraud Schemes: Ethical Responsibilities

Lawyers and Accountants: An Interdisciplinary Dialog of Ethical Considerations


Member: $255

Non-member: $355

You must be signed in to register. If you do not have an account, you can create it for free.
For technical and account related issues, please contact us at dradjabov@nycla.org

After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you do not receive access email 1 hour prior to the program, please email dradjabov@nycla.org. We may not be able to accommodate requests sent later than 30 minutes before the start of the program.

6/19/2020 8:30 AM - 6/19/2020 5:15 PM

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