* Applicable Membership or Subscription discounts will be added in your shopping cart
Description: A working understanding of financial statements is critical for lawyers in transactions, disputes, employment, and finance. Using accounting and finance in legal practice is a skill that can be learned. This fast-paced program will provide a foundation in the basic financial statements and how they are used at the intersection of law and business.
This 90-minute program will show you how to use the “language of business” in your practice.
Topics include:
-
The balance sheets
-
The income statements
-
The cash flow statement and notes
-
The traps and treasures in GAAP financial statements
-
Using financial statements in legal practice, including transactions and financing
-
Understanding and using EBITDA
-
Using financial statements in litigation
Presenter Bios
Terry Lloyd, Managing Director, has been handling complex valuation assignments for over 30 years. His practice includes assignments engagements involving taxes, disputes, and transactions. He has been qualified as an expert in federal and state courts, arbitration forums, as well as the International Court of Arbitration, and has testified for and against the IRS. His work has taken him across the United States, Europe, the Caribbean, and Latin America. He has been published widely, including portions of a law school textbook, and has guest lectured at law schools and graduate business schools. He also has trained lawyers, accountants, financial analysts, and judges on a variety of topics in accounting, finance, and valuation.
Grayson "Trey" Marshall III is a pragmatic, experienced, creative and skilled advocate who takes great pride in working to get the right result for his clients.
Trey’s litigation practice focuses on complex commercial, technology and real estate litigation in both state and federal court. His sound judgement allows him to advise clients on when to settle a case, knowing how to garner the best settlement posture for his client, while also providing him the insight to forego settlement and take a case to trial when necessary.
A trial lawyer through and through, Trey began his legal career at the California Attorney General’s office, managing his own cases, arguing motions and writing briefs on his own from the very beginning. He has handled dozens of cases from inception through their resolution, including a federal jury trial just one year out of law school. With the odds against Trey, who was trying the case against opposing counsel with an undefeated trial record, he was able to secure a defense verdict.
Rebecca’s practice focuses in the area of state and local taxation, assisting clients in planning for and litigating issues concerning state income, property, and sales and use tax.
Rebecca has extensive experience managing company startup and growth in the private sector as, prior to law school, she owned and operated her own healthcare company. Rebecca leverages her practical business knowledge and experience to help clients develop effective solutions to achieve their business objectives.
Prior to joining Holland & Hart, Rebecca served as a judicial extern on the U.S. Bankruptcy Court for the District of Utah for Judges William T. Thurman and Kevin R. Anderson. She also has experience in the public sector, including externing at the U.S. Securities and Exchange Commission during law school and working for the Utah Division of Securities.
Rebecca’s practice focuses in the area of state and local taxation, assisting clients in planning for and litigating issues concerning state income, property, and sales and use tax.
Rebecca has extensive experience managing company startup and growth in the private sector as, prior to law school, she owned and operated her own healthcare company. Rebecca leverages her practical business knowledge and experience to help clients develop effective solutions to achieve their business objectives.
Prior to joining Holland & Hart, Rebecca served as a judicial extern on the U.S. Bankruptcy Court for the District of Utah for Judges William T. Thurman and Kevin R. Anderson. She also has experience in the public sector, including externing at the U.S. Securities and Exchange Commission during law school and working for the Utah Division of Securities.
Rebecca’s practice focuses in the area of state and local taxation, assisting clients in planning for and litigating issues concerning state income, property, and sales and use tax.
Rebecca has extensive experience managing company startup and growth in the private sector as, prior to law school, she owned and operated her own healthcare company. Rebecca leverages her practical business knowledge and experience to help clients develop effective solutions to achieve their business objectives.
Prior to joining Holland & Hart, Rebecca served as a judicial extern on the U.S. Bankruptcy Court for the District of Utah for Judges William T. Thurman and Kevin R. Anderson. She also has experience in the public sector, including externing at the U.S. Securities and Exchange Commission during law school and working for the Utah Division of Securities.
Rebecca’s practice focuses in the area of state and local taxation, assisting clients in planning for and litigating issues concerning state income, property, and sales and use tax.
Rebecca has extensive experience managing company startup and growth in the private sector as, prior to law school, she owned and operated her own healthcare company. Rebecca leverages her practical business knowledge and experience to help clients develop effective solutions to achieve their business objectives.
Prior to joining Holland & Hart, Rebecca served as a judicial extern on the U.S. Bankruptcy Court for the District of Utah for Judges William T. Thurman and Kevin R. Anderson. She also has experience in the public sector, including externing at the U.S. Securities and Exchange Commission during law school and working for the Utah Division of Securities.
 | | Practice Areas: | | Banking & Finance Law, Business Organizations & Contracts, Litigation & Appeals | | | Online Media Type: | | Video | | | Production Date: | | 09/13/2022 | | | Level: | | Intermediate | | | Category: | | Standard | | | Duration: | | 1 Hours, 26 Minutes | | | Online Format: | | On Demand | | | Course Type: | | Public |
Click here for information on subscription discounts and Group Viewing opportunities.
Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
CLE Scholarship information
Tuition Assistance for legal professionals taking our programs. Learn more about the program.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
People who bought this program also bought:| There are no current recommendations |
| | |
|
| Click on the jurisdiction to view credit eligibility details for this program
AB, AK, AL, AR, AZ, CA, CEU, CLP, CO, CT, DE, GA, GU, HI, ID, IL-EXPER, IL-NEWADMIT, ME, MO, MS, MT, ND, NE, NF, NH, NJ, NM, NS, NT, NU, NV, NY-EXPER, OK, PA, PE, PR, TN, UK-BSB, UK-SRA, UT, VI, VT, WV, WY, YT
West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.
Request credits for a state not listed.
Check your state requirements and get contact information. | | |
|
|
| | • | Terry Lloyd, CPA, CFA - Neutral for AAA and FINRA, Shareholder - Finance Scholars Group | | • | Grayson Marshall III - Allen Matkins Leck Gamble Mallory & Natsis LLP. | | • | Rebecca Taylor - HOLLAND & HART LLP |
| | |
|