On-Demand   On-Demand Web Programs

Pocket MBA Summer 2013: Finance for Lawyers

Released on: Jun. 17, 2013
Running Time: 12:37:17

Running Time Segment Title Faculty Format
[01:04:35] Key Factors Shaping Financial Reporting Ozan Karan ~ Senior Manager, Financial Accounting, Valuation & Securitization, Deloitte & Touche LLP
On-Demand MP3 MP4
[01:30:05] A Detailed Look at Financial Statements Sally Ann Flood ~ Audit Partner, Deloitte & Touche LLP
Preethi Desa ~ Audit Senior Manager, Deloitte & Touche LLP
On-Demand MP3 MP4
[01:16:55] Practical Elements of Finance Dubravka K. Tosic, Ph.D. ~ Principal, Labor & Employment, ERS Group
Jennifer L. Blouin ~ Associate Professor of Accounting, The Wharton School, University of Pennsylvania
On-Demand MP3 MP4
[01:13:15] Capital Structure William B. Brentani ~ Simpson Thacher & Bartlett LLP
Katharine A. Martin ~ Wilson Sonsini Goodrich & Rosati
On-Demand MP3 MP4
[00:51:10] Closing Business Transactions Andrew A. Wiederhorn ~ Chairman & Chief Executive Officer, Fatburger North America, Inc., Fog Cutter Capital Group, Inc.
Raj Tanden ~ BuchalterNemer, A Professional Corporation
On-Demand MP3 MP4
[01:32:35] Valuation Application and Methodologies Neeraj Chawla ~ Director, Valuation Services, Deloitte Financial Advisory Services LLP
Philip Graves ~ Senior Manager, Advisory Services/Business Valuation, Deloitte Financial Advisory Services LLP
Kenneth P. Herzinger ~ Orrick, Herrington & Sutcliffe LLP
On-Demand MP3 MP4
[01:00:00] Managerial Accounting Basics Kelly Richmond Pope, Ph.D, CPA ~ Associate Professor, School of Accountancy and Management Information Systems (MIS), DePaul University
On-Demand MP3 MP4
[01:00:30] Solvency, Restructuring and Bankruptcy Todd J. Rosen ~ Munger, Tolles & Olson LLP
Doug Bodel ~ Principal, Global Leveraged Capital
On-Demand MP3 MP4
[01:30:30] Practical and Ethical Considerations for Corporate Transactions Today Raj Tanden ~ BuchalterNemer, A Professional Corporation
Edward T. Schultz ~ Edwards Wildman Palmer LLP
On-Demand MP3 MP4
[01:31:40] Legal and Accounting Perspectives on Securities Fraud and Financial Accounting and Reporting Irregularities Daniel V. Dooley, Sr., CPA ~ Partner (Retired), Advisory Forensic Services, PwC
Catherine Moreno ~ Wilson Sonsini Goodrich & Rosati
On-Demand MP3 MP4
The ability to identify and appropriately use financial and accounting information is relevant to a wide range of legal and regulatory matters for attorneys and allied professionals. Litigators and transactional attorneys alike will benefit from this practical course designed specifically for non-accountants and taught by members of the nation’s top accounting, tax and advisory firms, leading law firms, in-house counsel and universities.

Lecture Topics 
[Total time 12:37:17]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Opening Remarks and Introduction* [00:06:02]
    Kirsten S. Aunapu, Raj Tanden
  • Key Factors Shaping Financial Reporting [01:04:35]
    Ozan Karan
  • A Detailed Look at Financial Statements [01:30:05]
    Preethi Desa, Sally Ann Flood
  • Practical Elements of Finance [01:16:55]
    Jennifer L. Blouin, Dubravka K. Tosic, Ph.D.
  • Capital Structure [01:13:15]
    William B. Brentani, Katharine A. Martin
  • Closing Business Transactions [00:51:10]
    Raj Tanden, Andrew A. Wiederhorn
  • Valuation Application and Methodologies [01:32:35]
    Neeraj Chawla, Kenneth P. Herzinger, Philip Graves
  • Managerial Accounting Basics [01:00:00]
    Kelly Richmond Pope, Ph.D, CPA
  • Solvency, Restructuring and Bankruptcy [01:00:30]
    Todd J. Rosen, Doug Bodel
  • Practical and Ethical Considerations for Corporate Transactions Today [01:30:30]
    Raj Tanden, Edward T. Schultz
  • Legal and Accounting Perspectives on Securities Fraud and Financial Accounting and Reporting Irregularities [01:31:40]
    Catherine Moreno, Daniel V. Dooley, Sr., CPA

The purchase price of this Web Program includes the following articles from the Course Handbook available online:

  • Deloitte, Key Factors Shaping Financial Reporting: The Decade Ahead
    Ozan Karan
  • Deloitte, Audit Committee Brief, Evaluating the External Auditor (February 2013)
    Preethi Desa, Sally Ann Flood
  • Deloitte, Audit Committee Brief, Top Issues for Audit Committees in 2013 (November/December 2012)
    Preethi Desa, Sally Ann Flood
  • A Detailed Look at Basic Financial Statements (Powerpoint Slides)
    Preethi Desa, Sally Ann Flood
  • Practical Elements of Finance (March 2013)
    Jennifer L. Blouin
  • Regression Analysis Applications in Litigation (June 2013)
    Dubravka K. Tosic, Ph.D., Robert Mills
  • Financing Alternatives for Small to Mid-Market Public Companies (March 15, 2013)
    Katharine A. Martin, Michael A. Occhiolini
  • Drafting and Negotiating the Tax Provisions of the Acquisition Agreement
    Raj Tanden
  • Valuation: Application and Methodologies
    Philip Graves
  • Managerial and Financial Accounting Contrasted
    Kelly Richmond Pope, Ph.D, CPA
  • Crossing the Line: Ordinary People Committing Extraordinary Crimes
    Kelly Richmond Pope, Ph.D, CPA
  • Chapter 11 Bankruptcy Overview (March 2013)
    Todd J. Rosen
  • Solvency, Restructuring and Bankruptcy (Powerpoint Slides)
    Doug Lane, Todd J. Rosen
  • Professional Responsibility Issues Under Title VII of the Dodd-Frank Act
    Michael S. Sackheim
  • In the Matter of Computer Associates International, Inc.: A Study in Earnings Management Fraud
    Daniel V. Dooley, Sr., CPA
  • Earnings Management Revenue Recognition Fraud: A Study Guide in the Matter of Computer Associates International, Inc.
    Daniel V. Dooley, Sr., CPA

Presentation Material

  • Key Factors Shaping Financial Reporting
    Ozan Karan
  • A Detailed Look at Financial Statements
    Preethi Desa, Sally Ann Flood
  • Practical Elements of Finance
    Jennifer L. Blouin, Dubravka K. Tosic, Ph.D.
  • Capital Structure
    William B. Brentani, Katharine A. Martin
  • Closing Business Transactions
    Raj Tanden, Andrew A. Wiederhorn
  • Valuation Application and Methodologies
    Kenneth P. Herzinger, Philip Graves
  • Managerial Accounting Basics
    Kelly Richmond Pope, Ph.D, CPA
  • Managerial Accounting Basics (Handout)
    Kelly Richmond Pope, Ph.D, CPA
  • Solvency, Restructuring and Bankruptcy
    Todd J. Rosen, Doug Bodel
  • Practical and Ethical Considerations for Corporate Transactions Today
    Raj Tanden, Edward T. Schultz
  • Legal and Accounting Perspectives on Securities Fraud and Financial Accounting and Reporting Irregularities
    Daniel V. Dooley, Sr., CPA
  • Legal and Accounting Perspectives on Securities Fraud and Financial Accounting and Reporting Irregularities
    Catherine Moreno
Co-Chair(s)
Kirsten S. Aunapu ~ Partner, National Office Accounting Consultation, Deloitte & Touche LLP
Eric B. Sloan ~ Principal, Deloitte Tax LLP
Raj Tanden ~ BuchalterNemer, A Professional Corporation
Speaker(s)
Jennifer L. Blouin ~ Associate Professor of Accounting, The Wharton School, University of Pennsylvania
Doug Bodel ~ Principal, Global Leveraged Capital
William B. Brentani ~ Simpson Thacher & Bartlett LLP
Neeraj Chawla ~ Director, Valuation Services, Deloitte Financial Advisory Services LLP
Preethi Desa ~ Audit Senior Manager, Deloitte & Touche LLP
Daniel V. Dooley, Sr., CPA ~ Partner (Retired), Advisory Forensic Services, PwC
Sally Ann Flood ~ Audit Partner, Deloitte & Touche LLP
Philip Graves ~ Senior Manager, Advisory Services/Business Valuation, Deloitte Financial Advisory Services LLP
Kenneth P. Herzinger ~ Orrick, Herrington & Sutcliffe LLP
Ozan Karan ~ Senior Manager, Financial Accounting, Valuation & Securitization, Deloitte & Touche LLP
Katharine A. Martin ~ Wilson Sonsini Goodrich & Rosati
Catherine Moreno ~ Wilson Sonsini Goodrich & Rosati
Kelly Richmond Pope, Ph.D, CPA ~ Associate Professor, School of Accountancy and Management Information Systems (MIS), DePaul University
Todd J. Rosen ~ Munger, Tolles & Olson LLP
Edward T. Schultz ~ Edwards Wildman Palmer LLP
Dubravka K. Tosic, Ph.D. ~ Principal, Labor & Employment, ERS Group
Andrew A. Wiederhorn ~ Chairman & Chief Executive Officer, Fatburger North America, Inc., Fog Cutter Capital Group, Inc.

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.

 
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