Faculty: Joseph Novello, CPA, MBA, The Financial Training Organization; Nicole Clark, Trellis Research, Inc.
Moderator: Bari Chase, Esq., Director, NYCLA CLE Institute and Programs
*This Program will satisfy the LIVE Skills and Ethics requirements for first or second year newly admitted attorneys
Learn the key financial concepts that all lawyers need to know to make dealing with your clients' financial matters more manageable and ethical. Then understand professional responsibility and using technology during COVID-19
Topics to be discussed include:
Introduction to Finance for Lawyers
- Foundations of Modern Accounting and the Basic Equation of Finance;Financial Statements
- Accounting Methodologies and Principles: Accrual vs Cash Basis
- Who in Financial Reporting: Government and non-government regulators
- Private Company Accounting
- Key Numbers and Ratios
- Present Value Concepts and Business Valuations
- The Lawyer’s Role in Financial Audits: Ethical Considerations
- Basic Concepts of Financial Investment
- Financial Fraud Schemes: Ethical Responsibilities
- Lawyers and Accountants: An Interdisciplinary Dialog of Ethical Considerations
Spotlight on Professional Responsibility & Technology During COVID-19: What Every Lawyer Needs to Know
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