Course Handbook  Course Handbook

Pocket MBA 2018: Finance for Lawyers and Other Professionals

Publication Date: October 2018 Number of Volumes: 1
ISBN Number: 9781402432293 Page Count: 1388 pages

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Table of Contents
Chapter 1: Accounting Fundamentals (PowerPoint slides) Rajay Desai ~ Managing Director, Deloitte & Touche LLP
Michael Bartuska ~ Audit Senior Manager, Deloitte Touche LLP
Brittany Cadwalader ~ Audit and Assurance Senior Manager, Deloitte & Touche LLP
Jack Jones ~ Senior Manager, Deloitte & Touche LLP
Chapter 2: How the Tax Cuts and Jobs Act Impacts Professional Service Firms (July 2018) Jennifer Finger ~ CPA, MSA; Director, Baker Tilly Virchow Krause, LLP
Chapter 3: Financial Statements in Practice (PowerPoint slides) Rajay Desai ~ Managing Director, Deloitte & Touche LLP
Michael Bartuska ~ Audit Senior Manager, Deloitte Touche LLP
Brittany Cadwalader ~ Audit and Assurance Senior Manager, Deloitte & Touche LLP
Jack Jones ~ Senior Manager, Deloitte & Touche LLP
Chapter 4: Division of Corporation Finance: Financial Reporting Manual (Updated December 1, 2017)
Chapter 5: A Corporate & Securities Attorney’s Comparison of Public vs. Private Companies (Revised February 17, 2017) Patrick A. Reardon ~ The Reardon Firm (Retired)
Chapter 6: Internal Audit Presentation Notes (Outline) Jenna O'Brien ~ CPA, CFE, CIRA, CAMS; Director – Disputes Practice, Duff & Phelps, LLC
Chapter 7: Internal Audit: What They Do and How They Focus a Company’s Strategy? (PowerPoint slides) Andrell Holloway ~ Protiviti
Michael A. Zumach ~ Deputy Executive Director, Audit, Regional Transportation Authority
David Haronik ~ Director of International Internal Audit, OneSpan
Chapter 8: Conducting Internal Investigations (April 2015) Michael J. Missal ~ K&L Gates LLP
Curtis S. Kowalk ~ K&L Gates LLP
Stavroula E. Lambrakopoulos ~ K&L Gates LLP
Chapter 9: Ch. 24: United States, The Private Equity Review, Seventh Edition Paul W. Anderson ~ Kirkland & Ellis LLP
Chapter 10: A Basic Introduction to the Methodology Used to Determine a Discount Rate Dubravka K. Tosic ~ Director, Berkeley Research Group, LLC
Chapter 11: Jan Jindra and Torben Voetmann, Discussion of the Pre and Post-Tax Discount Rates and Cash Flows: A Technical Note, The Journal of Applied Research in Accounting and Finance (JARAF), Vol. 5, Issue 1, pp. 16–20 (2010)
Chapter 12: Demystifying Derivatives Scott J. Gordon ~ Kirkland & Ellis LLP
Chapter 13: International Organization of Securities Commissions: Statement on Matters to Consider in the Use of Financial Benchmarks (January 5, 2018) Michael Wirgin ~ Vice President, Senior Legal Counsel, HSBC Securities (USA) Inc.
Chapter 14: Commodity Futures Trading Commission, Office of Public Affairs: Final Rules and Interpretations i) Further Defining “Swap,” “Security-Based Swap,” and “Security-Based Swap Agreement”; ii) Regarding “Mixed Swaps”; and iii) Governing Books and Records for “Security-Based Swap Agreements” Michael Wirgin ~ Vice President, Senior Legal Counsel, HSBC Securities (USA) Inc.
Chapter 15: Commodity Futures Trading Commission, Office of Public Affairs: Final Rules Regarding Further Defining “Swap Dealer,” “Major Swap Participant” and “Eligible Contract Participant” Michael Wirgin ~ Vice President, Senior Legal Counsel, HSBC Securities (USA) Inc.
Chapter 16: Charlotte Moller and Claude Brown, Insolvency of Virtual Currencies—A New Reality? ReedSmith, LLP, INSOL International News Update (June 2017) Ilene K. Froom ~ Reed Smith LLP
Chapter 17: What Is It Worth? Valuations (Substantive Outline) Ryan T. Miller ~ Senior Manager, Advisory Services, Deloitte Transactions and Business Analytics LLP
Kenneth P. Herzinger ~ Orrick, Herrington & Sutcliffe LLP
Chapter 18: Opinion, ACP Masters, Ltd. v. Spring Corporation, C.A. No. 8508-VCL; ACP Masters, Ltd. v. Clearwire Corporation, C.A. No. 9042-VCL (Del. Ch. July 21, 2017)
Chapter 19: Decision, DFC Global Corporations v. Muirfield Value Partners, No. 518, 2016 (Del. Ch. Aug. 1, 2017)
Chapter 20: Decision, Dell, Inc. v. Magnetar Global Event Driven Master Fund Ltd., No. 565, 2016 (Del. Ch. Dec. 14, 2017)
Chapter 21: Closing the Transaction: Practical Legal Considerations (PowerPoint slides) Marvin G. Padilla ~ Managing Director, Intrepid Investment Bankers
Jeremy M. Weitz ~ Buchalter
Chapter 22: Closing the Transaction: Practical Legal Considerations Hugo Dubovoy ~ Vice President, Corporate Secretary and Chief M&A & Securities Counsel, W.W. Grainger, Inc.
William J. Rowe ~ Baker McKenzie
Craig T. Alcorn ~ Skadden, Arps, Slate, Meagher & Flom LLP
Chapter 23: Overview of the Restructuring Process and Alternatives (July 2018) Seth Goldman ~ Munger Tolles & Olson LLP
Chapter 24: Indicators of Insolvency Sandeep Gupta ~ Principal/Co-Founder, Novo Advisors
Chapter 25: The Trouble with Troubled Companies Eric S. Prezant ~ Bryan Cave Leighton Paisner LLP
Chapter 26: Global Trends in Enforcement Actions (July 26, 2018) Xavier Oustalniol ~ Partner, StoneTurn Group
Catherine E. Moreno ~ Wilson Sonsini Goodrich & Rosati
Kimberly Ratto ~ StoneTurn Group
Ziwei Xiao ~ Wilson Sonsini Goodrich & Rosati
Chapter 27: Self-Regulatory Organizations; Financial Industry Regulatory Authority, Inc.; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change Relating to FINRA Rule 3310 to Conform FINRA Rule 3310 to FinCEN’s Final Rule on Customer Due Diligence Requirements for Financial Institutions, Release No. 34-83154; File No. SR-FINRA-2018-016 (May 2, 2018)
Chapter 28: Ropes & Gray LLP, Article: Corporate Social Responsibility Compliance in 2018, and Beyond—An Overview for In-House Legal Counsel (March 12, 2018) Keith F. Higgins ~ Ropes & Gray LLP
Michael R. Littenberg ~ Ropes & Gray LLP
Amanda N. Raad ~ Ropes & Gray LLP
Andrew J. Dale ~ Ropes & Gray LLP
Isabel K.R. Dische ~ Ropes & Gray LLP
Joanna Torode ~ Ropes & Gray LLP
Julia L. Chen ~ Ropes & Gray LLP
Melissa C. Bender ~ Ropes & Gray LLP
Nicholas M. Berg ~ Ropes & Gray LLP
Chapter 29: Business Guide to Anti-Corruption Laws 2018: A Guide to the FCPA and the UK Bribery Act
Chapter 30: Business Guide to Anti-Corruption Laws: 2018 Mid-Year Update
Chapter 31: Ethical Issues in Negotiating Transactions (March 8, 2018) Jodi A. Simala ~ Mayer Brown LLP
Nina L. Flax ~ Mayer Brown LLP
Chapter 32: Attorney Discipline in New York Lewis Tesser ~ Tesser, Ryan & Rochman LLP
Chapter 33: Avoiding Complaints and Violations Lewis Tesser ~ Tesser, Ryan & Rochman LLP
Chapter 34: Attorney Registration & Disciplinary Commission Highlights: Annual Report 2017 Lea S. Gutierrez ~ Director of Diversity & Inclusion/Senior Litigation Counsel , Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC)
James J. Grogan ~ Deputy Administrator and Chief Counsel, Attorney Registration & Disciplinary Commission of the Supreme Court of Illinois (ARDC)
Chapter 35: Additional Relevant Articles
Index

This Course Handbook was compiled for the program, Pocket MBA 2018 Finance for Lawyers and Other Professionals.

PLI’s nationally acclaimed course handbooks represent the definitive thinking of the nation’s finest legal minds on timely topics and are considered the standard reference in the field. This course handbook is prepared specifically for the program and stands alone as a permanent reference.

Chairperson(s)
Paul W. Anderson, Kirkland & Ellis LLP
Philip J. Bach, Stepan Company
Rajay Desai, Deloitte & Touche LLP
Rodin M. Hai-Jew, Kirkland & Ellis LLP
Anna T. Pinedo, Mayer Brown LLP
Frank J. Weigand, Head of HSBC Global Markets Legal (Americas)
Peter L. Zanolin, Jabil Inc.
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Pocket MBA 2019: Finance for Lawyers and Other Professionals (New York, NY) Nov. 25 - 26, 2019
Pocket MBA 2019: Finance for Lawyers and Other Professionals (Chicago, IL) Oct. 23 - 24, 2019
Pocket MBA 2019: Finance for Lawyers and Other Professionals (San Francisco, CA) Sep. 23 - 24, 2019

Handbook  Course Handbook Archive

Pocket MBA 2019: Finance for Lawyers and Other Professionals  
Pocket MBA 2018: Finance for Lawyers and Other Professionals Peter L. Zanolin, Jabil Inc.
Philip J. Bach, Stepan Company
Rajay Desai, Deloitte & Touche LLP
Anna T. Pinedo, Mayer Brown LLP
Frank J. Weigand, Head of HSBC Global Markets Legal (Americas)
Rodin M. Hai-Jew, Kirkland & Ellis LLP
Paul W. Anderson, Kirkland & Ellis LLP
 
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
 
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