How to Use Financial Statements Smartly: Understanding Their Proper Use & Limitations

Total CPD = 60 min Substantive Hours + 45 min Professionalism Hours

Do you want to use financial statements more effectively in your practice? The more you know about financial statements, the better equipped you will be to advise clients with confidence, and develop winning strategies. This nutshell is for any lawyer who uses financial and accounting information in their practice, including transactional lawyers, family lawyers, civil litigators, securities, finance and corporate/commercial lawyers, bankruptcy lawyers, and estates lawyers.

Hear from an experienced business and family lawyer who will tell you:

• What information can be derived or inferred from a financial statement
• The limitations of financial statements as a source of information
• What you need to know and to look for, and what ancillary documents are required, to effectively use financial statements;
• What forensic questions to ask;
• When expert advice is required; and
• What professional responsibilities arise in the context of a case or file involving financial statements.

Speaker: Brian Ludmer, LudmerLaw