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(800) 349-1935



Financial Reporting for Business and Corporate Attorneys  


training seminars by NBI Inc. NBI Inc.

Financial Reporting for Business and Corporate Attorneys seminar agenda print utility



This basic-to-intermediate level program is designed to provide a comprehensive overview of financial and corporate reporting procedures for: Attorneys, CPAs and Accountants, CFOs


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Seminar Summary:

This program will review the legal and practical issues of preparing disclosure documents. (see full course description)


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Training Course Syllabus:

Further Your Corporate Reporting Expertise  

Financial reporting is a time consuming and essential aspect of any corporate or general business attorney's day. Are you confident your SEC filings are accurate and audit-proof? Do you need a refresher course on accounting standards or reading/drafting financial statements? This program will review the legal and practical issues of preparing disclosure documents. Don't leave your company and self at risk for a costly audit. Register today and learn the nuts and bolts of corporate reporting.  

  • Review the latest developments and updates to the Securities Exchange Commission.
  • Understand how to apply Generally Accepted Accounting Principles to everyday corporate accounting practices.
  • Know how to read and interpret common financial statements such as balance sheets and cash flow statements.
  • Utilize effective project valuation techniques and considerations necessary for making informed investment decisions.
  • Review the steps and procedures for filing an accurate and audit-proof Annual Form 10-K.
  • Identify which SEC filings are required, optional and unaccepted through EDGAR.
  • Recognize and avoid common filing mistakes that trigger audits.
  • Reconcile conflicting interests between attorneys and auditors through effective communication methods.

  1. Securities Exchange Commission Update
    9:00 - 9:15, Steven F. Carman
  2. Overview of Fundamental Accounting Concepts
    9:15 - 10:30, Richard H. Ong
    1. GAAP and Other Methods of Accounting
    2. Cash vs. Accrual Accounting
    3. T-Accounts and Double Entry System
    4. The Golden Rules of Accounting
    5. Reading Financial Statements
      1. Fair Value and Market-to-Market
      2. Balance Sheets
      3. Profit and Loss Statements
      4. Cash Flow Statements
      5. Financial Statement Ratios and Calculations
  3. Considerations in Corporate Finance
    10:45 - 12:00, Matt Barberich
    1. The Investment Decision
      1. Project Valuation
      2. Valuing Flexibility
      3. Quantifying Uncertainty
      4. The Financing Decision
      5. The Dividend Decision
    2. Managing Working Capital
      1. Cash Management
      2. Inventory Management
      3. Debtors Management
      4. Financial Risk Management
    3. Accounting for Income Taxes
  4. SEC Filings (purpose, tips and techniques)
    1:00 - 2:15, Steven F. Carman
    1. Periodic 8-K
    2. Quarterly 10-Q
    3. Annual Form 10-K
    4. Proxy Solicitation on Schedule 14-A
    5. Proxy Information Statement on Schedule 14-C
    6. Officer and Ownership Reports on Forms 3, 4 and 5
    7. Required, Optional and Unaccepted Filings Using EDGAR (Electronic Data Gathering, Analysis and Retrieval System)
  5. Audits and Identifying Fraud
    2:30 - 3:30, Matt Barberich
    1. What is an Audit?
    2. Effective Audit Procedures
    3. Approaches to Detect Fraud
    4. Red Flags
    5. Inadequate Disclosures
    6. Investigative Documents
    7. Steps to Prevent Fraud
      1. Internal Controls
  6. Ethics
    3:30 - 4:30, Mark A. Olthoff
    1. Communications Between Attorneys and Auditors
    2. Attorney-Client Privilege
    3. The Work Product Doctrine
    4. Protecting Confidentiality Between all Parties
    5. Conflicts of Interest
    6. Reporting Professional Misconduct

Seminar Summary:

This program will review the legal and practical issues of preparing disclosure documents. (see full course description) seminars and training is a member of the Seminar News Network and Training News Network Copyright 2008-2014.

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