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Legal Series: Reading & Interpreting Financial Statements
   LIVE Webcast  


Event Details:                                                                                                                                                          

Often attorneys are asked to represent clients involved in complex financial transactions. In order to know your client’s business, you need to know at least how to read and interpret financial statements.

The Knowledge Group has assembled experts to help you as an attorney develop a basic proficiency needed to read & interpret financial statements - giving you a big edge in your value proposition to your clients. This course has been handcrafted for attorneys by attorneys to help give you the knowhow that you need to succeed. It will include detailed guidance, practical examples and with best practices.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124243
Recording Fee: $299 (Please click here for details)


Featured Speakers for Legal Series: Reading & Interpreting Financial Statements LIVE Webcast:

Agenda  (click here to view more)

James O’Brien, Partner,
ParenteBeard LLC

  • • Basic Financial Statement Overview
    • o Key objectives, concepts, and principles
    • o Types of financial statements
    • o Notes to financials
  • • Interpreting Financial Statements and Supporting Records
    • o Audit/Review/Compilation/Tax return
    • o Product Line Financial Statements
    • o XBRL
  • • Financial Statement Analyses
    • o Common sized financial statements
    • o Ratio Analysis
      • 1. Types of ratios
      • 2. Key Ratios

Catherine J. Connolly, Partner,
StoneTurn Group LLP

  • • Real world applications (M&A)
    • o How the accounting and financial terms in the merger/purchase agreement are phrased vs. the reality of those concepts in practice and on financial statements
  • • Varying interpretations and limitations
  • • Key financial statement areas that end up being manipulated or misunderstood by either side
    • o What are they, what do they represent, what do you look for?
  • • Representations and Warranties related to disclosure of financial statement items – common accounting-related components that end up disputed as either not disclosed, or improperly disclosed

ParenteBeard LLC
James O’Brien
speaker bio »»

StoneTurn Group LLP
Catherine J. Connolly
speaker bio »»

Who Should Attend?

- Attorneys - All Practice Areas
- Attorneys - Finance Related
- General Counsel Particularly Those Employed by Public Companies
- Other Related Professionals

Why Attend?

This is a must attend event for attorneys who work with finance clients in order to learn the fundamentals of reviewing financial statements and their significant impact on your cases.

- The course has been designed for Attorneys by Attorneys to give you what you need to know
- Guidance and best practices regarding reading & interpreting financial statements
- Hear directly from key regulators & thought leaders
- Interact directly with panel during Q&A

Enroll in this course today by clicking the “Register” button below. Discounts apply to those who register in advance!

Registration Information:                                                                                                                                    

(Click here for information on group registrations and discounts)

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.

















Legal Series: Reading & Interpreting Financial Statements
LIVE Webcast
Event Sponsors / Speaker Firms:

ParenteBeard is an independent member of Baker Tilly International, a network of 149 accounting and consulting firms in 125 countries with more than 24,000 staff worldwide and aggregate revenue of nearly $3.2 billion. Baker Tilly International, the largest independent network of public accounting firms in the U.S. and the eighth largest network in the world, provides immediate access to professionals with expertise on local laws and business practices so we can effectively serve clients anywhere in the U.S. and the world.

ParenteBeard is a premier certified public accounting and business advisory firm and is ranked among the top 25 certified public accounting firms in the United States. Our team is 1,100 strong and includes 144 partners in 20 offices throughout the Mid-Atlantic Region of the United States and Texas.

Our consulting services include forensic, valuation & litigation services, healthcare, human resources, and corporate governance/risk management, all of which are performed on a national basis.

StoneTurn is a partnership of experienced accountants, economists, financial and technology consultants supporting corporate and individual clients and their advisors, engaged in the most challenging and complex business transactions, disputes and financial investigations. Our work ranges from behind-the-scenes advice to deep financial or data analysis to full service dispute resolution support including expert testimony. Our spectrum of services includes Complex Business Litigation, Economic Consulting, Forensic Accounting, Forensic Technology and Intellectual Property matters.

StoneTurn was founded in 2004 by senior experienced professionals with deep and wide ranging experience gained from global accounting firms. Since then the firm has grown with a committed and highly qualified team of motivated partners and staff, working from offices across the U.S. and in London, who have a common purpose of serving clients and their advisors. We team collaboratively to provide high quality, responsive, proportionate and client focused work.


The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of State Bar Associations. The State Bars will have the final determination on whether to provide credit or not. If you have any questions, please email our CLE coordinator at:

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit:

Enrolled Agents Sponsor ID Number: 7602U

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.