Live Webinar

65-minute live streaming program
  • June 20
  • 1:00 - 2:05 pm EST

Also available as:

OnDemand Course

Overview of Financial Records for Paralegals: Obtaining and Understanding the Information

June 20

Better understand how to review financial concepts relevant in family law cases, including income, expenses, assets, and liabilities.

This presentation will be beneficial for legal professionals involved in family law cases. By understanding the process of gathering and preparing financial information, attendees will be better equipped to navigate the complexities of family law proceedings and achieve favorable outcomes for their clients. Throughout the session, attendees will acquire practical guidance on how to review financial concepts relevant in family law cases, including income, expenses, assets, and liabilities. You will learn how to understand financial statements and records, including the basic components and structure of financial documents. The topic will also include a case study to demonstrate the review of financial statements in a real-world scenario.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview
  • Welcome and Brief Introduction of Speakers
  • Overview of the Webinar and Goals
Understanding Financial Records
  • The Role of Financial Records in Legal Contexts
  • Key Types of Financial Records: Financial Statements, Invoices, Tax Returns, Bank Statements
Obtaining Financial Records
  • Crafting a Comprehensive Questionnaire
  • Conducting Effective Client Interviews
  • Identifying Information Held by Third Parties: Financial Institutions, Employers
  • Practical Steps and Tips for Requesting Financial Records
Reviewing Financial Statements and Records
  • Basics of Reading and Interpreting Financial Documents
  • Structure of the Financial Statements
  • Identifying Key Figures and Understanding Their Implications
  • Common Pitfalls to Avoid When Preparing the Financial Statement
  • Tips to Ensure Accuracy
Case Study and Practical Application
  • Brief Case Study Demonstrating the Application of Skills in a Real-World Scenario
Conclusion
  • Recap of Key Takeaways
  • Open Floor for Questions and Answers
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • NALA 1.0
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.0 hour(s).
     
  • NFPA 1.0
     
  • This program has been approved by the National Federation of Paralegal Associations for 1.0 hours of NFPA continuing education credit.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

This course was last revised on November 18, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for paralegals, legal assistants, associates, and other legal professionals.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Eloise Miller

Eloise Miller

FTI Consulting

  • Senior Director in FTI Consulting’s SEC & Accounting Advisory practice and is based in Boston, MA
  • Over 9 years of experience in audit and advisory services, serving a variety of clients in the private and public sector
  • Assisted with implementations of financial reporting support systems
  • Prepared and reviewed financial statements, related footnotes, cash flow work papers and coordinated with auditors to execute timely review
  • Certified Public Accountant (Massachusetts)
  • Degrees from Northeastern University and University of Massachusetts
  • Can be contacted at [email protected] or 718.916.3356
Edith Wong

Edith Wong

FTI Consulting

  • Managing Director in the Risk & Investigations practice within FTI’s Forensic and Litigation Segment
  • Forensic accountant with nearly 20 years of experience conducting investigations relating to fraud, anti-corruption, corporate misconduct, risk assessments and compliance programs
  • Published author
  • B.S.Degree, Accounting and Finance, Leonard N. Stern School of Business at New York Universi-ty; Certified Public Accountant, New York; Certificate, Sustainable Business Strategy, Harvard Business School
  • Can be contacted at [email protected] or 646-453-1284
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 408926
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