Understanding Financial Statements 101 for New Lawyers and Lawyers New to Financial Statements 2025 - Part 1

Description

Note: this webinar is the first of a two part series. You can save 10% by purchasing both webinars together.

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Unlock the story behind the numbers—our Part 1 webinar gives new lawyers the confidence to read financial statements and uncover what really matters in clients’ legal affairs

More often than not, financial statements related to client matters tend to come across the lawyers’ desks reasonably often. In some cases, this is far too often…. But they are important documents whether they refer to a clients’ trusts account, finance, share valuations, or other legal matters. These documents tell us a story about our client’s legal affairs, and when provided to us, they do require us to read through them carefully and understand the numbers. The challenge when trying to determine what the numbers mean and what they tell us about our client’s affairs is that the numbers and columns can be confusing! This can be a big challenge for lawyers especially if you do not come from an accounting or financial background.

In this part 1 webinar we’ll provide you with a 101 on how to read financial statements and getting to grips with what it is the numbers are telling you that New Lawyers need to be aware of.

LEARNING OUTCOMES

Learning outcomes:

• Understanding the layout of a financial statement;
• Learning how to decipher the story behind the numbers;
• Understanding what it is the numbers are telling you; and
• Raising your awareness of potential red flags; and
• Building your confidence when it come to dealing with the numbers.

SUITED TO

This webinar will suit new lawyers, legal executives, and anyone that is new to a role which requires them to look at financial statements. It will also suit seasoned lawyers that may be new to an area of law that requires them to understand financial statements.

PRESENTERS

Dr Maria A. Pozza, Director – Principal Lawyer, Gravity Lawyers 

Dr Maria A.Pozza is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law and regulatory compliance.  

Matthew Shallcrass, Director – Chartered Accountant, Optima Accountants

Matthew Shallcrass is a Director at Optima Chartered Accountants. Matt is a seasoned accountant with a wide range of clients in his portfolio. With an expertise in cryptocurrency and ecommerce, Matthew looks after many start-up business in Christchurch and provides business advisory and management accounting advice.