White & Lewis is proud to announce the launch of our 2019-2020 CPD program calendar for legal professionals!
Our accounting and
finance courses are designed to be communicated to lawyers, law clerks, and
paralegal professionals. Learn the financial skills necessary to become a
better advocate for your client.
All our programs are designed to qualify as Substantive Hours, as defined by
the Law Society of Ontario. Our programs are 1 hour in length and are offered
at no charge. We come to your office and present to your firm or practice
group. We offer the following 8 courses:
Course #1: Understanding Financial Statements (introductory course)
Become familiar with the different types of primary financial statements: income statement, balance sheet, and cash flow statement.
Course #2: Introduction to Business Valuation Approaches
Learn about the different types of valuation approaches – how they work, when are they used and what to look for when reviewing an expert’s valuation report.
Course #3: What is a Discounted Cash Flow (“DCF”) Analysis?
Take a deep dive into one of the most commonly used valuation approaches. Understand the concept of the “time value of money” through a DCF. Learn when this approach is most appropriate and walk through an example of a DCF.
Course #4: Artificial Intelligence and Forensic Accounting – The Game is Changing
See first-hand how technology is dramatically changing the landscape in a very traditional sector of the accounting world. Understand how AI is being used trace money through accounts in a highly efficient and effective way.
Course #5: Types of Expert Reports under CICBV Guidelines
Does your client need an “Estimate” valuation report or a “Calculation” valuation report? What’s the difference? This course aims to inform you of the different reports, their differences, and similarities.
Course #6: How to Calculate Income for Support Purposes Under the Child Support Guidelines?
Walkthrough a real-life example of a calculation of income for support purposes. Learn the basic (and some not-so-basic) adjustments to income as outlined in the Federal Child Support Guidelines.
Course #7: Personal Contingent Costs of Disposition – What Are They and How Are They Calculated?
Walkthrough real-life examples of calculations of contingent taxes on privately-held shares, marketable securities, real estate, RRSPs and a host of other common assets for purposes of calculating Net Family Property.
Course #8: Executive Compensation: Valuation, Taxation and Income Issues
What are your client’s employee stock options worth? What are the tax implications upon disposal? Is there a “double dip” for purposes of determining spousal support in a Family Law matter? This session aims to address these questions for the array of different types of executive compensation in Canada.
Email White & Lewis at brandon@whiteandlewis.com to book your breakfast or lunch session with us soon!