Financial reporting is a time consuming and essential aspect of any corporate or general business attorney's day. Are you confident your SEC filings are accurate and audit-proof? Do you need a refresher course on accounting standards or reading/drafting financial statements? This course will review the legal and practical issues of preparing disclosure documents. Don't leave your company and self at risk for a costly audit. Order today and learn the nuts and bolts of corporate reporting.

1. Overview of Fundamental Accounting Concepts
2. Analyzing Financial Statements
3. Considerations in Corporate Finance
4. Audits and Identifying Fraud
5. Working With CPAs

1. Overview of Fundamental Accounting Concepts
   9:00 - 10:30, Norman L. LeBlanc and Anthony Mangiarelli
   1. Understanding Basic Accounting Concepts
   2. GAAP and Other Methods of Accounting
   3. Cash vs. Accrual Accounting
   4. Reading Financial Statements
      1. Balance Sheets
      2. Profit and Loss Statements
      3. Cash Flow Statements
      4. Relationship Between Statements
      5. Reading Footnotes
   5. Fair Value and Mark to Market
2. Analyzing Financial Statements
   10:45 - 11:45, Norman L. LeBlanc and Anthony Mangiarelli
   1. Financial Statement Ratios and Calculations
      1. Liquidity Analysis
      2. Profitability Analysis
      3. Solvency Analysis
      4. Case Studies
3. Considerations in Corporate Finance
   12:45 - 2:15, Norman L. LeBlanc and Anthony Mangiarelli
   1. The Investment Decision
      1. Project Valuation
      2. Valuing Flexibility
      3. Quantifying Uncertainty
      4. The Financing Decision
      5. The Dividend Decision
   2. Managing Working Capital
      1. Cash Management
      2. Inventory Management
      3. Debtors Management
      4. Financial Risk Management
   3. Accounting for Income Taxes
4. Audits and Identifying Fraud
   2:30 - 3:30, Norman L. LeBlanc and Anthony Mangiarelli
   1. What is an Audit?
   2. Effective Audit Procedures
   3. Approaches to Detect Fraud
   4. Red Flags
   5. Inadequate Disclosures
   6. Investigative Documents
   7. Steps to Prevent Fraud
      1. Internal Controls
5. Working With CPAs
   3:30 - 4:30, Norman L. LeBlanc and Anthony Mangiarelli
   1. Licensing and Regulations of CPAs
   2. Code of Professional Conduct
   3. Disclosure Requirements
   4. Compilations/Reviews/Audits
   5. Tax Planning and Compliance Services
   6. Other Services

NORMAN L. LeBLANC is with Kahn, Litwin, Renza & Co., Ltd., where he spends most of his time on technical matters, taxpayer representation and business planning. He frequently teaches credit courses for CPAs and attorneys, including sessions at Roger Williams School of Law, Johnson & Wales and Bryant University. Mr. LeBlanc has been a guest speaker to the American Society of Women Accountants (ASWA), the Institute of Managerial Accountants (IMA), National Business Institute (NBI) and the Planned Giving Council of Rhode Island. He earned his B.A. degree, summa cum laude, from Johnson & Wales University and his master's degree at Bryant University. While at Bryant, Mr. LeBlanc was inducted into the Delta Mu Delta National Honor Society in business administration. He was recently named as one of the top 50 taxpayer representatives in the nation by CPA Magazine. Mr. LeBlanc also is a member of the Rhode Island Society of Certified Public Accountants, where he is a member of the legislative committee.

ANTHONY MANGIARELLI is a member of Kahn, Litwin, Renza & Co., Ltd., where he has spent a significant portion of his accounting career in the fields of manufacturing, professional services, distribution and retirement plan auditing. He is responsible for all phases of audit planning, fieldwork, tax preparation assistance and financial statement preparation. Mr. Mangiarelli is an adjunct professor at the Alan Shawn Feinstein Graduate School at Johnson & Wales University. He has served as a committee member for the MS After Dark Fundraising events. Mr. Mangiarelli is an Eagle Scout of Troop 6 Cranston, Rhode Island and has volunteered for Labs4rescue, Bryant University's alumni career link and Bryant University's Master of Professional Accountancy (MPAc) boot camp. He is a member of the American Institute of Certified Public Accountants (AICPA), the Finance Committee of Unity Way of Rhode Island and the Rhode Island Society of Certified Public Accountants (RISCPA). Mr. Mangiarelli earned his B.S. and master's degrees from Bryant University. He was honored in the Providence Business News 2011, "40 under 40".

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com