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"I need to understand financials to properly advise my clients (but I confess – I don’t!)". We understand. We’re here to help.

Now in its 14th year, this interactive program is specifically designed for legal professionals. It will provide you with comprehensive and practical guidance so that you can effectively understand analyze financial reports in your practice.

If you’re like many legal professionals, you are often called upon to provide advice that entails analyzing or interpreting financial statements.  In order to effectively protect your clients’ interests, you should have developed a sound understanding of financial statements and accounts, along with how such financial reports are used.

If this description doesn’t (yet) reflect your skillset, our program will help to develop these skills.  Program Director Professor John Friedlan reviews complex concepts in a clear and interactive manner.  You will receive practical guidance on how to analyze and interpret a financial report, on key issues including:

  • An overview of the financial reporting framework in Canada and its key components
  • The roles and responsibilities of the key players in the financial reporting process
  • An in-depth examination of key financial statement components
  • Interactive exercises and a case study to demonstrate proper analysis and interpretation of a financial report in a practical and efficient manner, which you can immediately apply in your practice
  • Clarifying accounting jargon and terminology
  • Red flags: tips and techniques to uncover hidden assets and liabilities
  • Determining key financial ratios and evaluating a company’s performance
  • Understanding off-balance sheet items
  • How to interpret and analyze the Notes to Financial Statements

Faculty

Program Instructor

  • John Friedlan, BSc, MBA, Ph.D., FCPA, FCA, Associate Professor, Ontario Tech University

Fees

Fees include attendance, program materials, lunch and break refreshments.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

FAQs

Have questions? Read our FAQs.

Program Lawyer

If you have any questions or would like more information please contact:
Alison Hurst 
AHurst@osgoode.yorku.ca

Program Details

Date & Time

February 20 & 21, 2020
9:00 a.m. - 4:00 p.m.
In Person Only

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$1,695 + HST

Newly Licensed (2016-2019): $847.50 + HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Legal professionals seeking a better understanding of financial records and key financial reporting issues, including:
    • Banking and financial services counsel
    • Corporate counsel
    • Insolvency and bankruptcy counsel
    • Litigation counsel
    • Charity and Not-for-profit counsel
    • Sole practitioners
    • In-house counsel
    • General counsel
    • Government lawyers
    • Family law practitioners

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“I thought the course was excellent. John Friedlan is a phenomenal instructor.”

Andrea McEwan, Associate Litigation Lawyer, WEL Partners

Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

Sponsor A Program

Looking for an innovative way to market your firm’s products or services?

Consider sponsoring an OsgoodePD Continuing Legal Education program or event.