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Video Replay

Finance for Lawyers - Part 1

Total Credits: 2.75 CLE

Average Rating:
Joseph Novello
3 Hours
Audio and Video



Veteran CPA and financial trainer Joe Novello takes complex concepts and breaks them down in a simple, easy-to-follow format. He uses humor, intrigue, and real-world examples to highlight key takeaways for lawyers.

The goal of this two-part seminar is to provide you with a solid understanding of the basics of finance. A case study of an existing public company is used to illustrate financial concepts in an easy-to-understand way.

  •     • You’ll learn to identify and use financial accounting information relevant to a wide range of legal matters.
  •     • You’ll gain a competitive edge in negotiation or litigation with an increased understanding of financial matters.

Joseph Novello, CPA MBA, 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. He’s gained a wealth of experience from working in both domestic and foreign Fortune 500 companies as Controller, CFO, Director of Planning and Analysis, and Director of Sales Operations. Mr. Novello’s goal is to present lawyers with an easy-to-understand program that will make dealing with a client’s financial matters more manageable.

Part One covers:

  •     • The Basic Equation of Finance
  •     • Financial Statements
  •     • Accounting Methodologies and Principles
  •     • Who’s Who in Financial Reporting

Part Two covers:

  •     • Private Company Accounting
  •     • Key Numbers and Ratios
  •     • Present Value Concepts and Business Valuations
  •     • The Lawyer’s Role in Financial Audits
  •     • Basic Concepts of Financial Investment
  •     • Financial Fraud Schemes

Registration for this program will provide you access to view the video on this day and for up to 30 days following the scheduled date.




Overall:      4.4

Total Reviews: 14


Samuel V

"As general counsel of my company, this was perhaps one of the more relevant CLE's offered by the state bar."

Barbara A

"Mr. Novello presented the complex material in an easily understandable format. He also explained concepts very well."

Lauren H

"Presenter spoke very fast, and I didn't have access to presentation beforehand"

Alicia G

"Information was clear and concise."

Caroline F

"A little dry but overall good presentation"