Is the Business Healthy? What's it Worth? A Plain English Guide to the Numbers That Matter
Attorneys who can confidently gauge an entity's financial strengths and weaknesses are able to provide considerable value throughout their business clients' lifecycles. This course will teach you how to assess profitability, liquidity, leverage, bankruptcy risks and more by reviewing company financials. Starting with the basics, attendees will learn foundational accounting concepts, how to read financial statements and how to perform meaningful financial analysis. Don't miss this opportunity to take your business skills to new heights - register today!
Learn how to approach a financial statement review.
Get techniques for assessing an entity's financial health using common financial ratios.
Identify common valuation methods and walk through a small business valuation case study.
Get a practical overview of key accounting principles and their intersection with the legal practice.
Continuing Legal Education IA CLE
- 6.00Approval Exp. 6/12/2024
"Financial Statement Analysis for Attorneys" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of ethics unmoderated activity credit.
Bruce T. Andersen is the president of BTA Corporation, a boutique firm located in Los Angeles, California, providing tax, accounting, and consulting services to small businesses. Mr. Andersen is a certified public accountant. He has taught management science and information systems at California State University in Bakersfield. For the last 14 years, Mr. Andersen has been a member of the faculty at the University of Phoenix School of Business. He is a member of California Society of Certified Public Accountants. Mr. Andersen earned his B.S. degree from Iowa State University, his M.S.B.A degree from Boston University, his M.B.A. degree from California State University in Bakersfield, and his M.S. degree (taxation) from Golden Gate University. After watching the cannabis industry for several years, the firm set up a division specifically for the cannabis industry in 2018, branded as CannabisCPA.tax, providing tax, audit, accounting, and systems support to the cannabis industry.
Mark S. Cherry is an attorney with Mark S. Cherry Attorney at Law, PC, which is a general practice professional law firm in Cherry Hill, New Jersey, that in addition to the general practice of law, assists homeowners across New Jersey. His firm has extensive experience in foreclosure prevention, real estate, tax law, and bankruptcy law. Mr. Cherry is admitted to practice in New Jersey and Pennsylvania; and before the federal district courts, bankruptcy court, Federal Court of Appeals, and U.S. Tax Court. In addition to being an accredited civil mediator, he is also the member of the American Institute of Certified Public Accountants (AICPA), American Association of Attorney-Certified Public Accountants (AAA-CPA), and New Jersey Association of Professional Mediators (NJAPM). Mr. Cherry earned his J.D. degree from the Delaware Law School of Widener University and his B.B.A. degree from Temple University (Moot Court Honor Society).
Steven Fried is based in New York City. A graduate of Tufts University and the University of Tennessee College of Law, he has been practicing since 1996, consulting with and representing entrepreneurs and businesses. Mr. Fried’s writings have been featured in various law reviews and other publications and he lectures extensively on legal and ethical issues facing attorneys and the public. In 2017, Mr. Fried founded OliverClarity Inc. and began developing OlyverApp, an online business management platform that helps entrepreneurs build compliant ventures and raise money. He is also a hockey player whose talents remain largely underappreciated.
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