About the presenter
Joseph Novello, CPA, MBA, began his career in accounting and management consulting at Ernst & Young, Certified Public Accountants, in New York City and obtained his Certified Public Accounting (CPA) license in New York. He earned a bachelor's degree from Brooklyn College and an MBA in finance from New York University.
His rich experience comes from working with American and International Fortune 500 companies as Controller, CFO, and in other positions. Since founding the Financial Training Organization in 2010, Joseph has presented his finance programs to hundreds of lawyers in 13 states and Canada.
8:30 a.m. : Welcoming Remarks and Introduction
8:35 a.m. : Foundations of Modern Accounting and the Basic Equation of Finance
8:50 a.m. : Financial Statements
- Balance sheets
- Income and cash flow statements
- Notes to financial statements
9:50 a.m. : Break
10:05 a.m. : Financial Statements (continued)
- Statement of equity and other comprehensive income
- Management discussion and analysis
- Auditor’s report
- SOX certifications
11:05 a.m. : Financial Statements – Group Exercise8:30 a.m. : Welcoming Remarks and Introduction
11:20 a.m. : Accounting Methodologies and Principles
- Accrual vs. cash basis
- Other principles
11:35 a.m. : Who’s Who in Financial Reporting
- Government and nongovernment regulators
11:50 a.m. : Lunch (on your own)
12:50 p.m. : Private Company Accounting
- Big company vs. small company GAAP
- Role of finance in a company and related legal support
- Private companies and the CPA
- Alternative services – reviews and compilations
1:05 p.m. : Key Numbers and Ratios
- Earnings per share (EPS)
- Price/earnings (PE) ratio
- Revenue and earnings growth
- Financial ratios – liquidity, solvency, and profitability
1:35 p.m. : Present Value Concepts and Business Valuations
- Why do you need to value a business?
- Simple present value; value of annuities
- Business valuation methodologies
- Resources geared toward lawyers
2:35 p.m. : Break
2:50 p.m. : The Lawyer’s Role in Financial Audits
- ABA and AICPA joint process
3:20 p.m. : Basic Concepts of Financial Investments
- Risk vs. return
- Modern portfolio theory and diversification
3:50 p.m. : Financial Fraud Schemes
4:05 p.m. : Program Concludes
What past attendees say:
“I thought the seminar covered a broad range of topics in a very interesting and easily explained way. I am a divorce lawyer, and I found Mr. Novello’s seminar very helpful. I would recommend it to any lawyer who needs some background in finance and business evaluations who does not have the time to take an accounting or auditing course. Thank you for having Mr. Novello!”
“Really appreciate the variety of topics covered. Thanks for making a sometimes-dry topic into an interesting presentation.”
“Excellent. Knowledge, experience, and expertise is more than evident. Fantastic ability to communicate ‘foreign’ concepts in simple, easy-to-understand terms. Great delivery, great presentation. Thank you.”
- Learn to identify and use financial and accounting information in a wide range of legal situations
- Gain an edge in negotiation or litigation with a greater understanding of financial matters
- Better help your clients meet their legal and financial goals
- Any attorney who needs a better understanding of financial transactions and accounting matters
- Bankruptcy, insolvency, and creditors' rights attorneys
- Estate planning and probate lawyers
- Real estate lawyers
- In-house counsel
- Business lawyers
- Personal injury lawyers
- Civil litigators
- Family lawyers
- General practitioners
Book Bonus!
Wisconsin Attorney’s Desk Reference
Seminar attendees save 15% on Wisconsin Attorney’s Desk Reference.* Think of it as an encyclopedia for lawyers, covering 35 topics in 11 practice areas. Use discount code CA3605 when you order online or by calling (800) 728-7788.
*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.
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