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Winning Numbers 2019

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Video Replay - Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Dec. 18, 2019
9:00 AM
ENDWed., Dec. 18, 2019
3:30 PM
CLE 5 sub/1 eth* PRICE Regular: $299.00
New Attorney: $150.00

* = Ethics information has been integrated throughout this program. To receive ethics credit, you must attend the entire course.


Featuring John E. Moore, III

Financial, business and accounting issues are at the heart of many legal problems. This nationally-acclaimed seminar goes well beyond traditional "debit and credit" to offer you a refreshing perspective and simple solutions for wading through complicated rules, terminology and analysis. Discover how common business transactions are summarized in financial statement form. Use John Moore's proven methods for working effectively with statements offered by your client, your opponent, experts...even your firm's accountant. The practical illustrations used throughout the day will shed new light on accounting concepts as they are applied to legal issues.

Attend this program to learn how to:

  • Use accounting, finance and business terminology effectively when drafting and negotiating
  • Utilize accounting concepts and practices to resolve legal problems
  • Detect financial statement manipulation
  • Review case studies to reveal hidden pitfalls in financial statements

Program schedule:

Introduction to Accounting and Financial Statements

  • A practical approach to key accounting principals
  • Financial statements and basic accounting methodology
  • Using worksheets and lighthearted hypotheticals to develop a set of financial statements, a great tool for learning how financial statements come together!


Drafting Tips, Lawyers Alerts and Practical Illustrations

  • The aspects of finance and accounting that are of significance to lawyers, including discovery of documents
  • Drafting provisions regarding financial statements to protect your clients
  • Contingent liabilities and the roles of lawyer and accountant


Financial Statement Fraud and Manipulation

  • A checklist to highlight the most significant ways in which financial statements are manipulated
  • How audits are conducted to detect financial statement chicanery and the limits of those procedures
  • A checklist to highlight the most significant ways in which financial statements are manipulated


Financial Statement Analysis, Time Value of Money, and Accountants' Services and Reports

  • Use a 10-step checklist to analyze a hypothetical set of financial statements, learning key ratios and analysis tools that can be applied to any set of financials
  • Understand "present value" concepts that underlie all financial decisions
  • Review standard accountants' reports - the scope and limitations of their examinations

Recorded live in July 2019.

Practice Areas


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.