Understanding Financial statements 101 for New Lawyers and Lawyers New to Financial Statements 2025 - Package

Description

Purchase this two part webinar series as a package and save 10%.
Valued at $350 + GST, you get both webinars for just $315 + GST. 

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

Wed 20 August, 2:30 PM  -  3:30 PM NZST

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.

 

Understanding Financial Statements 101 for New Lawyers and Lawyers New to Financial Statements 2025 - Part 2

Wed 27 August, 2:30 PM -  3:30 PM NZST

Build on your financial fluency—Part 2 of our webinar series dives deeper into reading financial statements, uncovering business insights, and strengthening the legal advice you give your clients

Expanding on the insights from Part 1, in this Part 2 webinar we will continue to work through how the financial documents tell us a story about our client’s legal affairs. We’ll take a closer look at the numbers and how they inform us of our client’s overall business health. We will also consider how the accountants look at these documents by considering the risks and opportunities. We will then build from there how we can better assist our advice to our clients.

We take you through financial statements in a simple but effective way to better equip you with the skills you need to understand these important documents.

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.

Please note you can purchase these webinars individually.

Click here to view Webinar 1

Click here to view Webinar 2

2 CPD Hours

  • Package
    • $315.00 excl. GST
    (Webinar Package)
    • $315.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.