On-Demand   On-Demand Web Programs

Pocket MBA 2017: Finance for Lawyers and Other Professionals

Released on: Oct. 26, 2017
Running Time: 12:57:47

This program will enhance your understanding of business strategies, accounting fundamentals and vocabulary used by management, investors, auditors and bankers.  Practical advice and application of information to actual situations and financial reports will provide participants with opportunities to immediately implement growth and broaden capabilities. The faculty for this program is unusually diverse, including top partners from elite accounting firms and law firms, private equity investors, bankers, consultants and academics. 

You will learn:

  • Learn the key factors shaping financial reporting
  • Discuss foundational finance, accounting and economics terminology and principles
  • Analyze how businesses generate, deploy and manage capital
  • Navigate basic financial statements
  • Practice corporate finance concepts 
  • Examine the use of valuations 
  • Discover fraud, corruption and regulatory risks

Special Features:

  • Earn ethics and skills credit
  • Case studies and practical examples employed throughout the program

This program is specifically designed for non-accountant, in-house and law firm attorneys and other professionals who work with financial information.

Lecture Topics [Total time 12:57:47]

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

  • Opening Remarks and Introduction* [00:05:52]
    Rodin M. Hai-Jew, Rajay Desai
  • Accounting Fundamentals [01:19:45]
    Michael Bartuska, Rajay Desai, Liqian Jia, Vidhi Kanoongo
  • Financial Statements in Practice – A Case Study [01:42:40]
    Michael Bartuska, Rajay Desai, Liqian Jia, Vidhi Kanoongo
  • Financing Alternatives [00:59:25]
    Anna T. Pinedo
  • Key Factors Shaping Financial Reporting [01:15:10]
    Michele L. Meadows
  • Using Financial Information in Business Strategy [01:02:20]
    Bryan Ketroser, Torben Voetmann, Ph.D., Greg Halm
  • Doing Deals in the New Economy [01:01:15]
    David Byrd, Brooks T. Giles
  • What is it Worth? Valuations [00:59:20]
    Ryan T. Miller, Kenneth P. Herzinger
  • Closing the Transaction: Practical Legal Considerations [00:59:45]
    Jeremy M. Weitz, Marvin G. Padilla
  • Evaluating the Financial Health of an Entity [01:14:50]
    Seth Goldman, Brandon Beal
  • Financial Improprieties, Fraud & Other Threats to Business [01:17:10]
    Rex Homme, Catherine E. Moreno
  • Ethical Considerations for Counsel in the Business World [01:00:15]
    Nina L. Flax

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


  • COMPLETE COURSE HANDBOOK
  • A Detailed Look at Basic Financial Statements
    Liqian Jia, Rajay Desai, Vidhi Kanoongo, Michael Bartuska
  • Economic Judgments and the Reality of Financial Statements
    Liqian Jia, Vidhi Kanoongo, Rajay Desai, Michael Bartuska
  • CFO Signals: What North America’s Top Finance Executives Are Thinking—and Doing
    Vidhi Kanoongo, Rajay Desai, Liqian Jia, Michael Bartuska
  • Money, Money, Money: Choosing the Right Capital Structure—A Primer on Capital
    Laura A. Kaufmann Belkhayat
  • PwC, Governance Insights Center, PwC’s 2016 Annual Corporate Directors Survey—The Swinging Pendulum: Board Governance in the Age of Shareholder Empowerment (October 2016)
    Paul DeNicola
  • PwC, Governance Insights Center—Financial Reporting Oversight (December 2016)
    Paul DeNicola
  • Morrison & Foerster LLP, PCAOB Adoption of Enhanced Auditor’s Reporting Model (June 12, 2017)
    Scott Lesmes
  • Morrison & Foerster LLP, The SEC Issues a Request for Comment on Possible Changes to Industry Guide 3 (March 7, 2017)
    Scott Lesmes
  • U.S. Securities and Exchange Commission, Compliance & Disclosure Interpretations, Non-GAAP Financial Measures (May 17, 2016)
    Philip Liu
  • U.S. Securities and Exchange Commission, Press Release, Executives Charged with Inflating Performance of Real Estate Investment Trust (September 8, 2016)
    Philip Liu
  • Securities and Exchange Commission v. Brian S. Block and Lisa Pavelka McAlister, 16 Civ. 7003 (S.D.N.Y. 2016)
    Philip Liu
  • U.S. Securities and Exchange Commission, Press Release, Company Settles Charges Over Undisclosed Perks and Improper Use of Non-GAAP Measures (January 18, 2017)
    Philip Liu
  • In the Matter of MDC Partners Inc., Securities Act Release No. 10283, Exchange Act Release No. 79823, Accounting and Auditing Enforcement Release No. 3849, Administrative Proceeding, File No. 3-17795 (January 18, 2017)
    Philip Liu
  • Doing Deals in the New Economy
    David Byrd, Brooks T. Giles
  • Convergence in Debt Markets
    Janet Vance, Yair Galil
  • Valuation Application and Methodologies
    Kenneth P. Herzinger, Ryan T. Miller
  • Valuation Application and Methodologies
    Philip J. Antoon, Howard M. Berkower
  • Closing the Transaction: Practical Legal Considerations
    Craig T. Alcorn, Hugo Dubovoy, William J. Rowe
  • Overview of the Restructuring Process and Alternatives (July 2017)
    Seth Goldman
  • Indicators of Insolvency
    Sandeep Gupta
  • The Trouble with Troubled Companies
    Eric S. Prezant
  • Recent Trends in SEC and DOJ Enforcement Actions, Threats for Companies Today and Practical Considerations for Developing an Investigative Response Plan (July 19, 2017)
    Rex Homme, Catherine E. Moreno
  • Ethical Considerations for Counsel in the Business World
    James Q. Walker
  • Ethical Questions–2017: Exposure of Counsel for Negotiation and Execution of Contracts; Protecting Sensitive Client Information and Responding Ethically to Opponent Probes for It; Misrepresentation, Fraudulent Nondisclosure and Omissions
    Shelby L. Drury

Presentation Material


  • Power Point_A Detailed Look at Basic Financial Statements
    Michael Bartuska, Rajay Desai, Liqian Jia, Vidhi Kanoongo
  • Power Point_Financing Alternatives
    Anna T. Pinedo
  • Power Point_Key Factors Shaping Financial Reporting
    Michele L. Meadows
  • Power Point_Using Financial Information in Business Transactions
    Greg Halm, Bryan Ketroser, Torben Voetmann, Ph.D.
  • Power Point_Doing Deals in the New Economy
    David Byrd, Brooks T. Giles
  • Power Point_Combining Theory & Practice in an Entrepreneurial Legal World - Valuation
    Kenneth P. Herzinger, Ryan T. Miller
  • Power Point_Closing the Transaction: Practical Legal Considerations
    Marvin G. Padilla, Jeremy M. Weitz
  • Power Point_Evaluating the Financial Health of an Entity
    Brandon Beal, Seth Goldman
  • Power Point_Financial Improprieties, Frauds & Other Threats to Business
    Rex Homme, Catherine E. Moreno
  • Power Point_Ethical Considerations for Counsel in the Business World
    Nina L. Flax
Co-Chair(s)
Rajay Desai ~ Deloitte & Touche LLP
Rodin M. Hai-Jew ~ Kirkland & Ellis LLP
Speaker(s)
Michael Bartuska ~ Audit Manager, Deloitte Touche LLP
Brandon Beal ~ Managing Director, FTI Consulting
David Byrd ~ Global Asset Management - Financial Services, Ernst & Young LLP
Nina L. Flax ~ Mayer Brown LLP
Brooks T. Giles ~ Katten Muchin Rosenman LLP
Seth Goldman ~ Munger Tolles & Olson LLP
Greg Halm ~ Director, Berkeley Research Group
Kenneth P. Herzinger ~ Orrick, Herrington & Sutcliffe LLP
Rex Homme ~ Partner, StoneTurn Group
Liqian Jia ~ Audit Manager, Deloitte Touche LLP
Vidhi Kanoongo ~ Audit Senior Manager, San Francisco Audit, Deloitte & Touche LLP
Bryan Ketroser ~ Partner, Alto Litigation PC
Michele L. Meadows ~ Partner, Deal Advisory - Accounting Advisory Services , KPMG LLP
Ryan T. Miller ~ Senior Manager, Advisory Services, Deloitte Transactions and Business Analytics LLP
Catherine E. Moreno ~ Wilson Sonsini Goodrich & Rosati
Marvin G. Padilla ~ Managing Director, Intrepid Investment Bankers
Anna T. Pinedo ~ Morrison & Foerster LLP
Torben Voetmann, Ph.D. ~ Principal, The Brattle Group; Adjunct Professor, University of San Francisco,
Jeremy M. Weitz ~ Buchalter
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand web programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand web programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

 

Related Items

Live Programs  Live Programs

Pocket MBA 2018: Finance for Lawyers and Other Professionals (New York, NY) Nov. 19 - 20, 2018
Pocket MBA 2018: Finance for Lawyers and Other Professionals (Chicago, IL) Oct. 31. - Nov. 1, 2018
Pocket MBA 2018: Finance for Lawyers and Other Professionals (San Francisco, CA) Oct. 1 - 2, 2018

Handbook  Course Handbook Archive

Pocket MBA 2018: Finance for Lawyers and Other Professionals  
Pocket MBA 2017: Finance for Lawyers and Other Professionals Peter L Zanolin, Jabil Inc.
Jared Thear, Deloitte & Touche LLP
Philip J Bach, Top Jar, LLC
Kevin L Morris, Kirkland & Ellis LLP
Laura A Kaufmann Belkhayat, Skadden, Arps, Slate, Meagher & Flom LLP
Frank J Weigand, Head of HSBC Global Markets Legal (Americas)
Rodin M Hai-Jew, Kirkland & Ellis LLP
 
Pocket MBA Fall 2016: Finance for Lawyers and Other Professionals Peter L Zanolin, PricewaterhouseCoopers LLP
Phil Bach, Top Jar, LLC
Kevin L Morris, Kirkland & Ellis LLP
Laura A Kaufmann Belkhayat, Skadden, Arps, Slate, Meagher & Flom LLP
Christopher J Lallo, Ernst & Young LLP
 
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