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Showing 1 - 25 of 32 Results

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Accounting Fraud, Damages Calculation and Forensic Investigations

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK WOOD: OK, we're going to go right into the next session, which is going to cover accounting fraud, damages calculations, and forensic investigations. Terry, along with Jonathan Carey and Christine Davis are going to lead that presentation. Jonathan Carey is the founder and president of Legal Vision, a litigation presentation strategy consulting firm here in San Francisco. And Christine Davis is the director of forensic and financial report accounting ...

Physiology of the Income Statement

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

TERRY LLOYD: --dive or deeper discussion about the income statement, one of the parts of the standard reporting packages. To take us through that is Jonathan Hilton, a member of the California bar, who's a director with Anderson Tax where his practice focuses primarily on tax, state, gift, fiduciary returns, all sorts of things. He's conducted training on tax and accounting issues within the firm and other places. So with that, we'll turn the time ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK D. WOOD: OK, we're going to get going with our final session. Mike Matthews is going to talk about current topics and professional ethics for accountants and attorneys. Mike has over 35 years experience as a trial lawyer. J. MICHAEL MATTHEWS: 40. MARK D. WOOD: 40 now, with expertise in a wide variety-- you've got to update this bio-- with expertise in a wide variety of areas, including partnership and corporate disputes, professional liability ...

Notes to the Financial Statements

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK WOOD: --day. One housekeeping matter. We shortchanged you guys a bit yesterday, so we are going to make up for that by extending the 12 o'clock session to 1:30. So lunch will be from 1:30 to 2:15, rather than 1 1 o'clock to 2:15. OK, to get started today, Tim Sherman, a senior director at FTI consulting is going to be talking about the notes to the financial statements. Tim is a CPA with over 15 years of experience applying accounting, financial, ...

Regulatory and Enforcement Trends and Update

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

MARK WOOD: OK, we're going to get going again. Maybe some other people will trickle back into the room, but we should get started. We're now going to get a regulatory and enforcement trends update discussion from Michael Cypers. Michael is a partner in the litigation department of Glaeser While. Michael focuses on complex financial cases. He's an experienced trial lawyer who has tried multiple cases dealing with civil securities, corporate partnership, ...

Anatomy of the Balance Sheet

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

TERRY LLOYD: We're going to talk about the balance sheet here for the next little bit. It's one of the standard financial statements. But, before we get into the formal stuff about the balance sheet, we're going to use the Elmo, an example I've drawn up real quickly, that hopefully will address the question that came up both before and during the break, and that relates to amortization of goodwill, what it is, things like that. As Sharon mentioned, ...

Insights from the Statement of Cash Flows

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

TERRY LLOYD: OK, the clock on the wall says we need to jump back in again. Any comments or questions? We've talked about the income. We talked about the balance sheet. We saw an overview of GAAP. We had some good questions here at the end and during the break. Please, again, if you've got questions, make sure you ask them. We saved the best for last today. We've talked about accrual accounting in a positive light and a not so positive light. It's ...

The Accounting Cycle and Comparative Accounting: GAAP, IFRS and Accounting Frameworks

Transcripts  Transcripts    

Recorded on: Jul. 24, 2017

TERRY M. LLOYD: Thank you. Thank you. Welcome, and thank you for joining us. Before we get started into the substance, let's just lay a bit of a foundation, as my litigator friends would say, for the next couple of days and the topics. And that said, because it's an educational setting, we have to have some testing in here. So again, using the survey form, for those of you here in the room, it's in the lower right. For those of you watching on the ...

New Revenue Recognition Rules: Implications for M&A Transactions

Transcripts  Transcripts    

Recorded on: Jun. 23, 2017

AMY TAUB: Lewis-- it is now my pleasure to turn this briefing over to Andrew Mariniello. ANDREW MARINIELLO: Good afternoon, everyone. As Amy mentioned, my name is Andrew Mariniello. I am a partner in the corporate and business transactions group at Morgan Lewis. Resident in Philadelphia. My practice consists of counseling clients on a number of business law matters, but I have an emphasis on M&A in public and private companies, domestic and cross-border ...

Risk Management & Compliance: What Audit Committees Need To Know

Transcripts  Transcripts    

Recorded on: Jun. 20, 2017

CATHERINE L. BROMILOW: Well, welcome back, everyone. This panel is on risk management and compliance. When I think about my panelists, we've got some great, great experience. You met Karen Osar earlier this morning, great financial executive background and almost 20 years of service in audit committees. So she's going to be great for this panel bringing the audit committee perspective from a number of companies. But I'm also really thrilled to introduce ...

Evolving Ethical and Liability Challenges for Audit Committee Advisors: 2017 Edition

Transcripts  Transcripts    

Recorded on: Jun. 20, 2017

JOHN F. OLSON: Good afternoon, again. Or I should say instead of good morning before, but good afternoon now. This is the final panel of the day. And we have a small audience here. Mostly, I assure, lawyers who want to get their ethics credit. However, you should know that online, at last count a few minutes ago, had 250 people. Plus six group locations. So we're estimating something over 300 people are actually still tuned in. So, to our online participants, ...

Anatomy of the Balance Sheet

Transcripts  Transcripts    

Recorded on: May. 23, 2017

KAREN KINCAID BALMER: OK, we're back for our next section on balance sheet. And we're going to get into the nitty-gritty now of how the balance sheet works, what the underlying assumptions, principles, and so forth are for the balance sheet. Again, our emphasis is to take the puzzle out of these things for you and help you learn this language, and you're going to see as we do that. And we help you see how these pieces fit. What you'll see-- how interestingly ...

The Accounting Cycle and Comparative Accounting: GAAP, IFRS and Accounting Frameworks

Transcripts  Transcripts    

Recorded on: May. 23, 2017

COLLEEN VALLEN: So With that, I want to welcome Karen and turn it over to her to introduce herself and she's going to kick off the first program. KAREN KINCAID BALMER: OK. Thank you, and welcome, everyone. I've been involved in this program for about 15 or 16 years now and we have just a super team of speakers over the next two days. I do want to ask you to-- I know you're lawyers. I know you're not timid, you'll ask questions. Don't hesitate to ...

Notes to the Financial Statements

Transcripts  Transcripts    

Recorded on: May. 23, 2017

JOHN MOLENDA: Good morning, everybody. This is John Molenda, one of the co-chairs. Colleen Vallen is also here. I just want to say congratulations for getting through day one-- a lot of subject matter, a lot of material, and hopefully lots of questions. We really want you to be engaged and active. There's a lot of interesting subject matter today as well. We'll be talking about the notes to the financial statements. That's going to be the first on ...

Insights from the Statement of Cash Flows

Transcripts  Transcripts    

Recorded on: May. 23, 2017

JOHN J. MOLENDA: It's 3:00. And, hopefully, you also enjoyed the income statement presentation. Ken is really fantastic. And I know I've gotten a lot out of that each time I hear him present. So we're now here to talk about the statement of cash flows. And this is our last program for the day until we have more excitement tomorrow. TC, would you like to start us off? T.C. FLEMING: Yeah, sure, so I think it might be helpful for me to give you a brief ...

Physiology of the Income Statement

Transcripts  Transcripts    

Recorded on: May. 23, 2017

COLLEEN VALLEN: Welcome back, everyone. It's my pleasure to introduce you to Ken Yormack-- KENNETH YORMARK: Yormark. COLLEEN VALLEN: Yormark. See I said it wrong, sorry. It's a good thing you like me. KENNETH YORMARK: Everyone does that. I have no idea why. COLLEEN VALLEN: Ken is Managing Director in Grant Thornton's Forensic Evaluation Services Practice and he focuses his practice on accounting issues, forensic accounting, financial investigations, ...

Current Topics in Professional Ethics for Accountants and Attorneys

Transcripts  Transcripts    

Recorded on: May. 23, 2017

JOHN J. MOLENDA: OK, everybody. You may remember me and TC. We talked about statement of cash flows yesterday. And I hope there are going to be lots of questions today. This is the final segment. The Bataan Death March is almost over. I'm sure your head's full of all kinds of interesting information. And at this point, well, we're going to keep it a little lighter. But I think this is a lot of fun. The fact patterns in some of these cases are very ...

Accounting Fraud, Damages Calculation and Forensic Investigations

Transcripts  Transcripts    

Recorded on: May. 23, 2017

KAREN KINCAID BALMER: Good morning. We're back for a new section of our Accounting for Lawyers Program. This section is on financial documentation used in accounting fraud investigations and damage calculations. I had somebody say to me yesterday, well, this isn't a very useful part of a program like this for me. And I thought about that overnight. And I thought, we as a panel, we as a team, who have been working on this program for years, hardly ...

The Accountant’s Perspective and Comfort Letters

Transcripts  Transcripts    

Recorded on: Apr. 6, 2017

ROBERT A. FREEDMAN: Hi, welcome back to the program. We're going to kickoff after lunch with an accountant's perspective. I'm with Mike Gould, who is a deal's partner and serves as the IPO Services Senior Partner at PwC. During his career, Mike has worked hundreds of IPOs and similar transactions for both large as well as IPOs of smaller and mid-cap privately held companies for private equity and other sponsors. With that, I'll let Mike kick off. MIKE ...

Balance Sheet Analysis and Application

Transcripts  Transcripts    

Recorded on: Apr. 3, 2017

CHAD RUCKER: First of all, on behalf of George and Carol, we just really want to thank you all for coming out to be with us today. So we're very, very appreciative. I'll first start off talking a little bit about as part of introducing myself before I introduce George and Carol is to say why did I come to PLI to create this program? So I'll tell you a little story. I was advising a mid-sized law firm with a corporate partner who was an absolutely ...

Cash Flow Statement Analysis and Application

Transcripts  Transcripts    

Recorded on: Apr. 3, 2017

CHAD RUCKER: Thank you so much. We're going to start the next section talking about the cash flow statement. And truthfully, the cash flow statement is my most favorite statement. Like the income statement, the cash flow statement actually ties the other two statements-- the income statement and the balance sheet statement-- together. If you think about businesses, one way to think about businesses is really, businesses are there to generate cash. ...

Income Statement Analysis and Application

Transcripts  Transcripts    

Recorded on: Apr. 3, 2017

GEORGE WILSON: So let's transition and talk about the income statement CAROL A. STACEY: All right. I've got the income station. All right, so income statement. This is actually, I think, the most well read of all of the financial statements, and for obvious reasons. Everyone wants to know how well the company is doing. And so a lot of people skim right to the income statement and the bottom line, especially if you're a shareholder and you don't have ...

Law Firm Finance 101: The Numbers and Why They Matter

Transcripts  Transcripts    

Recorded on: Mar. 30, 2017

AMY: It is now my pleasure to turn this briefing over to Geoff Schuler. GEOFFREY SCHULER: Awesome. Well, thanks for that warm welcome, Amy. Hello, everyone. Again, my name is Geoff Schuler and I am a consultant of LawVision. I work in our group's-- our firm's strategy practice. I came over to LawVision from PWC about three years ago, and since then I've managed a lot of the financial aspects of the projects we work on. Today, I'm hoping to teach ...

Third Annual Form 10-K Tune-Up

Transcripts  Transcripts    

Recorded on: Jan. 23, 2017

AMY TAUB: It is now my pleasure to turn this briefing over to Carol Stacey. CAROL STACEY: Good morning, or good afternoon, rather, everyone. Thank you for joining us. George and I are excited to have our first one-hour briefing for 2017. We have a lot to cover in our slides, but we will probably skip a few things around, because there are some that I think are more important than others. And then there are some that are going to be long-term issues. So ...

The Evolving Role of the Audit Committee

Transcripts  Transcripts    

Recorded on: Dec. 2, 2016

JEFFREY D. KARPF: I will introduce the moderator of our audit committee panel and he can then introduce the rest of our panelists. So, Mike Young. I'm happy to see Mike back here. Mike was a co-chair of this conference for many years. And so he's come back this year to chair the audit committee panel as he has often done in the past. And Mike is a litigation partner at Willkie Farr where he chairs the firm's securities litigation and enforcement ...


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