| Format | Includes | Access | CPD |
|---|---|---|---|
| Self-paced | 3 video sessions | Lifetime | See the accreditation information |
Quick links: Who should participate | What's included | Pricing
Why this program?
You do not need to be an accountant to understand what your organization's financial statements are telling you.
For in-house counsel, financial literacy can make it easier to understand the business, identify potential issues, ask better questions and provide more strategic advice.
Financial Statements Demystified: Essential Knowledge for In-House Counsel gives you a practical introduction to financial statements before moving into more advanced concepts and the specific responsibilities involved when serving as a director of a non-profit organization.
Watch the three sessions on your own schedule, with lifetime access that lets you return to the content whenever you need a refresher on financial statements or concepts.
Who should participate?
This series is designed for in-house lawyers who want to:
- better understand the financial information used within their organization;
- read balance sheets and profit and loss statements with greater confidence;
- ask more informed questions of finance professionals and business leaders;
- understand more advanced financial concepts and terminology; and
- better understand financial oversight responsibilities when serving on a non-profit board.
Learn from experienced financial professionals.
Sessions 1 and 2
Angela Kaiser, CPA
Session 3
Across three sessions, experienced Chartered Professional Accountants break down financial statements and related concepts specifically for an in-house legal audience.
The series moves from foundational financial literacy to more complex accounting concepts, before examining the financial oversight responsibilities involved in serving on a non-profit board.
Three sessions. Build your financial fluency.
Start with the fundamentals, build your understanding of more advanced financial concepts, and then explore the particular responsibilities involved in reviewing financial statements as a non-profit director.
| Session | Focus | You will learn to |
|---|---|---|
| Session 1 | Understanding Financial Statements Learn the basic concepts and terminology behind financial statements and how the different pieces fit together to provide a picture of an organization's financial health. |
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| Session 2 | Advanced Financial Statements Move beyond the fundamentals and explore more complex accounting concepts that can affect how an organization's financial position and performance are presented. |
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| Session 3 | Financial Statements for Non-Profit Directors Explore financial statements through the lens of a non-profit board member, including the respective roles of the board, management and the auditor. |
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Choose the full series or an individual session.
The three sessions can be purchased as a complete series or individually, with lifetime access to the recordings you purchase.
| Option | CBA In-House Members | Non-Members | Includes |
|---|---|---|---|
| Full Series | Complimentary | $150 | All three recorded sessions, lifetime access |
| Single Session | Complimentary | $50 | One recorded session, lifetime access |
Understand the numbers behind the business.
Three practical sessions designed to help in-house counsel read financial information with greater confidence and use it to ask better questions and provide stronger business advice.
Frequently asked questions
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Do I need an accounting or finance background? No. The series begins with the fundamentals of reading and understanding financial statements before moving into more advanced concepts.
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Do I need to take the sessions in order? If financial statements are new to you, starting with Session 1 will provide the foundation for the more advanced material in Session 2. Session 3 focuses specifically on the responsibilities of non-profit directors.
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Is the series only relevant to lawyers working in finance? No. Financial information can affect strategic, operational and legal decisions throughout an organization, making financial literacy useful across a wide range of in-house roles.
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Who should take the non-profit directors session? It is particularly relevant to lawyers who currently serve, or expect to serve, on a non-profit board and want to better understand the board's financial oversight responsibilities.
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Can I register for only one session? Yes. The individual sessions are available separately as well as through the complete series.
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How long do I have access? You receive lifetime access to the recordings you purchase, so you can return to the sessions whenever you need a refresher.
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Is this series eligible for CPD credits? See the accreditation information.