Finance for Lawyers


Back by popular demand, join the MSBA for the newest presentation of Finance for Lawyers on Monday, May 11, 2020 at 9 am EST! 

Joseph Novello, CPA, MBA, will use his wealth of experience in business and financial management to help you understand solutions for your clients’ challenging fiscal situations. Develop an intuitive understanding of finance basics without having to decipher complex financial or mathematical formulas. Be ready when you’re called on to provide counsel on financial matters.  Learn to listen and analyze like an accountant.

Past participants described the program as engaging and relevant” and “Speaker [Joe Novello] was phenomenal”

Joseph Novello, CPA, MBA, began his career in accounting and management consulting at Ernst & Young, Certified Public Accountants, in New York City.  

This program is only available as a live webcast.

3.0 CLE credits will be offered by the surrounding MCLE states.  If you cannot join us for the live webcast, the program will be available online on-demand 5-7 business days after the program.

Course Level
CLE Field of Study
Continuing Education Legal Credit
Joseph Novello
Register Now
May 11, 2020
9:00 am - 12:30 pm EDT
Total CLE Credits
Joseph Novello


Day 1

9:00 am
Foundations of Modern Accounting and the Basic Equation of Finance

Financial Statements

  • Balance sheets
  • Income and cash-flow statements
10:45 am
11:00 am
Financial Statements, continued
  • Notes to financial statements
  • Statement of equity and other comprehensive income
  • Management discussion and analysis
  • Auditor’s report
  • SOX certifications

Accounting Methodologies and Principles

  • Accrual vs. cash basis
  • Other principles

Who’s Who in Financial Reporting

  • Government and non-government regulators

Private Company Accounting

  • Big company vs. small company GAAP
  • Role of finance in a company and related legal support
  • Private companies and the CPA
  • Alternative services – reviews and compilations
12:15 pm
Questions and Review
12:30 pm
Webcast Adjourns


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Finance for Lawyers