Understanding Financial Statements

with Joseph Novello, CPA, MBA

Thursday, April 11, 2019

Learning Options:

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before March 15, 2019
$140.00 + HST

Register after March 15, 2019
$165.00 + HST

OR Get this webinar for $0 with an Individual Annual All Access Pass

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

CPID Credit Hours

ON: This program contains 1.5 Professionalism hours.

BC: This program has been approved for 1.5 CPD hours, including up to 0.5 hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program has been approved for 1.5 CPD hours.

NB: This program has been approved for 1.5 CPD hours.

Lawyers in all other mandatory CPD jurisdictions may count their actual attendance at the program towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario, and a pre-approved CPD Provider of the Law Society of British Columbia.

Technical Information:

Live webinars allow you to hear faculty and see their presentation slides, and ask questions by chat. There is no video feed of the presenter(s). You will need a current web browser (Chrome, Safari, Firefox, Internet Explorer), a wired (better than wireless) connection to the Internet of at least 2 Mbps, and Adobe Flash Player 12 or higher. You can test your internet speed/bandwidth here. You can find out whether you have Adobe Flash Player installed here. You can download the player directly here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we're proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing before the end of the program, we will give you a credit toward another program of comparable price.

Who Should Attend

This practical 90 minute primer is designed for lawyers new to financial statements, or in need of a refresher. Litigators and transactional lawyers alike will benefit from attending.

About the Program

Having a basic knowledge of financial statements is crucial for every well-rounded lawyer. The more you understand about financial statements, the better you’ll be able to counsel clients with confidence, and use your financial understanding to your client’s advantage during negotiations or litigation. Attend this this newly updated program and learn how to understand the basic structure of a financial statement and identify its key components. You’ll work through sample balance sheets, income statements, and cash flow statements, including examples for a small law firm. Don’t miss this opportunity to get the fundamental knowledge you need to understand financial statements encountered in day-to-day business, family, estates, and general civil litigation practice. Developing a working knowledge of financial statements will also help principals of sole practitioner and smaller law firms better understand their own financial performance, and better manage their practice.

Meet Your Presenter

Joseph NovelloJoseph Novello began his career in accounting and management consulting at Ernst & Young in New York City. He obtained his CPA license in New York and his MBA in Finance from New York University. Joe’s vast experience was gained with several domestic and international Fortune 500 companies as Controller, CFO and in other planning and analysis positions.

Since founding the Financial Training Organization in 2010, Joe has presented his finance programs to thousands of lawyers at in-house, bar association, and CLE provider presentations in 15 U.S. states and across Canada.

His goal is to share an easy-to-understand approach that will make dealing with a client’s financial matters more manageable. He brings his real world experience and candid opinions to his programs, and is consistently rated as exceeding expectations.

Program Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

Foundations of Modern Accounting

The Basic Equation of Finance

Financial Statements

  • Balance Sheet
  • Income and Cash Flow Statements
  • Notes to Financial Statements
  • Management Discussion and Analysis
  • Auditor’s Report

Financial Statements Recap and Exercise

Program Wrap-up and Evaluation

Praise for Joseph Novello:

"Very impressed with Joe’s financial acumen and his ability to share that knowledge with non-financial people."

"What a great program. Joe was entertaining and totally committed."

"Really good... Explanations and examples made the materials easy to understand."

"Great presenter... covered the material very effectively."

"Excellent speaker and materials. Useful far beyond the practice of law."

"Very useful seminar, good slides, easy to understand. Shows what a big difference a good teacher can make."

Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until March 15, 2019

Understanding Financial Statements - April 11, 2019 $140.00

After March 15, 2019

Understanding Financial Statements - April 11, 2019 $165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
Email: jennifer@seminarpartners.ca

For technical information or assistance using this site contact:

Kyle Thompson at:
Tel: 613.723.1166 x 232