An understanding of key accounting, financial and economic concepts, principles and terminology will contribute to your ability to interact with and advise your clients with their critical issues. The ability to identify and appropriately use financial and accounting information is relevant to a wide range of legal and regulatory matters for both external and in-house attorneys. Litigators and transactional attorneys alike will benefit from this practical course designed specifically for the non-accountant attorney and taught by members of the nation’s top accounting, tax and advisory firms, major alternative asset managers and investment banks and leading law firms.
Case studies will be employed throughout the program to provide you with a practical perspective on how business transactions impact financial statements and offer “hands-on” experience with performing financial ratio calculations and analysis, comparisons of different capital structures, effective use of financial statement disclosures and footnotes, legal issues and use of valuations in M&A litigation, and more.
Lecture Topics [Total time 12:41:32]
Segments with an asterisk (*) are available only with the purchase of the entire program.
- Opening Remarks and Introduction* [00:06:05]
Dana G. McFerran, James J. Agar, Ewa Knapik
- Overview of Relevant Accounting Frameworks an d Sources of Information [01:03:04]
Bradley McGrath, Mark S. Radke
- A Look at Financial Statements [01:46:15]
Theodore Martens, Seymour Jones
- Capital Structure [01:01:49]
Shaan Elbaum, Christopher Rhodes
- Practical Elements of Finance [01:17:09]
Dubravka K. Tosic, Ph.D., Peter Quies
- Closing Business Transactions [01:00:40]
Michael Goodman, Kenneth M. Harrell
- Solvency, Restructuring and Bankruptcy [01:15:34]
Theron A. Taggart, Richard J. Bernard
- Valuation Application and Methodologies [01:33:31]
Philip J. Antoon, Jeffrey L. Rothschild
- Integrated Performance Management [01:30:11]
Jonathan Doherty
- Working with the General Counsel's Office [01:00:00]
John C. Grugan, Theodore J. Collins
- Fraud, Regulatory Ethics and the "Dark Side" of Performance Management [01:17:14]
Dan Dooley, Carmen J. Lawrence
The purchase price of this Web Program includes the following articles from the Course Handbook available online:
- Overview of Relevant Accounting Frameworks and Sources of Information
Bradley McGrath
- Overview of Accounting Regulation in the United States
Mark S. Radke
- Overview of Relevant Financial Reporting Frameworks and Sources of Information
Herb Listen
- PwC, 10 Minutes: On the Future of Revenue Recognition (July 2011)
Theodore Martens, Seymour Jones
- PwC, Fair Value: Clarifying the Issues (September 2008)
Theodore Martens, Seymour Jones
- Balance Sheet & Income Statement Basics
Sonya Andreassen-Henderson, Michael LoGiudice
- Form 10-K Annual Report Extract: Ford Motor Company for the Period Ending 12/31/10
Sonya Andreassen-Henderson
- Capital Structure Presentation Substantive Outline
Ziemowit T. Smulkowski, Stephen Miles, Kimberly T. Smith
- Capital Structure Substantive Outline
W. Clifford Atherton, Jr.
- Regression Analysis Applications in Litigation
Dubravka K. Tosic, Ph.D., Robert Mills
- Sampling Applied to Pension Calculations, Infomanagement Direct (July 2007)
Dubravka K. Tosic, Ph.D.
- Practical Elements of Finance Substantive Outline
Tom Weidaw, August "Jamie" H. Schupp
- Practical Elements of Finance Substantive Outline
Stephanie Chesnick
- Closing Business Transactions Substantive Outline
Michael Goodman, Kenneth M. Harrell
- Closing Business Transactions Substantive Outline
Jason L. Booth
- Ernst & Young, Overcoming the Challenges of Implementing NOC Globalization Ambitions (2012)
Scott Edwards
- Ernst & Young Capital Advisors, LLC, Driving the Capital Agenda (2011)
Scott Edwards
- KPMG, Turning the Corner (2012)
Theron A. Taggart
- KPMG, M&A Spotlight, Managing Working Capital Remains a Priority (November 2011)
Theron A. Taggart
- KPMG, Turning the Corner, Financial Restructuring: The New Normal (March 2010)
Theron A. Taggart
- Solvency, Restructuring and Bankruptcy Substantive Outline
Joseph Greenwood, Jill Nicholson
- McDermott Will & Emery LLP, Financial Advisor Conflicts Update (March 2, 2012)
Jeffrey L. Rothschild
- McDermott Will & Emery LLP, In Re TOUSA, Inc.: Implications for Solvency Opinion Providers (Nov. 3, 2009)
Jeffrey L. Rothschild
- McDermott Will & Emery LLP, Illinois Circuit Court Reinforces Seventh Circuit's Limitation on Financial Advisors' Liability Under Fairness Opinions (Jan. 28, 2009)
Jeffrey L. Rothschild
- Revised International Valuation Standards Bring Greater Focus on Intangible Asset Valuations
Steven J. Sherman
- Valuation Application and Methodologies Substantive Outline
Brad Edwards
- Managerial and Financial Accounting Contrasted
Kelly Richmond Pope, Ph.D.
- Working with the General Counsel's Office Substantive Outline
John C. Grugan, Theodore J. Collins
- Basics of Detecting Financial Accounting Fraud: A Primer for Attorneys and Corporate Counsel
Dan Dooley
- Fraud, Regulatory Focus and the "Dark Side" of Performance Management Substantive Outline
Carmen J. Lawrence
- Protecting the Attorney-Client Privilege and Work-Product Doctrine in Government Investigations and Beyond
Gil M. Soffer
- Ernst & Young, Growing Beyond: A Place for Integrity, 12th Global Fraud Survey (2012)
Joseph F. Alonso
- Ernst & Young, Dangerous World, Practical Steps for Global Companies to Evaluate and Address Corruption Risk (2011)
Joseph F. Alonso
- A Look at Financial Statements (PowerPoint Slides)
Theodore Martens, Seymour Jones
- Integrated Performance Management (PowerPoint Slides)
Jonathan Doherty
- Solvency, Restructuring and Bankruptcy (PowerPoint Slides)
Theron A. Taggart, Richard J. Bernard
- Valuation Application and Methodologies (PowerPoint Slides)
Philip J. Antoon
- Fraud, Regulatory Focus and the "Dark Side" of Performance Management (PowerPoint Slides)
Carmen J. Lawrence
- A Look at Financial Statements (PowerPoint Slides)
Craig Parks
- Capital Structure Presentation (PowerPoint Slides)
W. Clifford Atherton, Jr.
- Integrated Performance Management (PowerPoint Slides)
Blair Mumford
- Index to Pocket MBA Fall 2012
Presentation Material
- Overview of Relevant Financial Reporting Frameworks and Sources of Information
Bradley McGrath
- Outline – Overview of Accounting Regulation in the US
Mark S. Radke
- A Look at Financial Statements
Theodore Martens
- Fundamentals of Capital Structure
Shaan Elbaum
- Practical Elements of Finance
Dubravka K. Tosic, Ph.D., Peter Quies
- Closing Business Transactions
Michael Goodman
- Solvency, Restructuring and Bankruptcy
Theron A. Taggart, Richard J. Bernard
- Valuation Application and Methodologies
Philip J. Antoon, Jeffrey L. Rothschild
- Integrated Performance Management
Jonathan Doherty
- Working with the General Counsel's Office
John C. Grugan, Theodore J. Collins
- Basics of Detecting Financial Accounting Fraud
Dan Dooley
Co-Chair(s)
Ewa Knapik ~ Director, Advisory Forensic Services, PwC
Speaker(s)
Seymour Jones ~ Clinical Professor of Accounting, New York University
PLI makes every effort to accredit its On-Demand Web Programs and Segments. Please check the CLE Calculator above for CLE information specific to your state.
On-Demand Web Programs and Segments are approved in:
Alabama1, Alaska, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois , Iowa2*, Kansas, Kentucky*, Louisiana, Maine*, Mississippi, Missouri3, Montana, Nebraska, Nevada, New Hampshire4, New Jersey, New Mexico5, New York6, North Carolina7, North Dakota, Ohio8, Oklahoma9, Oregon*, Pennsylvania10, Rhode Island11, South Carolina, Tennessee12, Texas, Utah, Vermont, Virginia13, Washington, West Virginia, Wisconsin14 and Wyoming*.
Iowa, Mississippi, Oklahoma, and Wisconsin DO NOT approve Audio Only On-Demand Web Programs.
Minnesota approves live webcasts ONLY
Please Note: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. PLI programs may qualify for credit based on the requirements outlined in the MCLE Regulations and Ariz. R. Sup. Ct. Rule 45.
*PLI will apply for credit upon request. Louisiana and New Hampshire: PLI will apply for credit upon request for audio-only on-demand web programs.
1Alabama: Approval of all web based programs is limited to a maximum of 6.0 credits.
2Iowa: The approval is for one year from recorded date. Does not approve of Audio-only On-Demand Webcasts.
3Missouri: On-demand web programs are restricted to six hours of self-study credit per year. Self-study may not be used to satisfy the ethics requirements. Self-study can not be used for carryover credit.
4New Hamphsire: The approval is for three years from recorded date.
5New Mexico: On-Demand web programs are restricted to 4.0 self-study credits per year.
6New York: Newly admitted attorneys may not take non-traditional course formats such as on-demand Web Programs or live Webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.
7North Carolina: A maximum of 4 credits per reporting period may be earned by participating in on-demand web programs.
8Ohio: To confirm that the web program has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.
9Oklahoma: Up to 6 credits may be earned each year through computer-based or technology-based legal education programs.
10Pennsylvania: PA attorneys may only receive a maximum of four (4) hours of distance learning credit per compliance period. All distance learning programs must be a minimum of 1 full hour.
11Rhode Island: Audio Only On-Demand Web Programs are not approved for credit. On-Demand Web Programs must have an audio and video component.
12Tennessee: The approval is for the calendar year in which the live program was presented.
13Virginia: All distance learning courses are to be done in an educational setting, free from distractions.
14Wisconsin: Ethics credit is not allowed. The ethics portion of the program will be approved for general credit. There is a 10 credit limit for on-demand web programs during every 2-year reporting period. Does not approve of Audio-only On-Demand Webcasts.
Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.
If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.
Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, call Customer Service (800) 260-4PLI (4754) or e-mail info@pli.edu.