COURSE DETAILS

This program will satisfy the skills and ethics requirements (including 1 cybersecurity) for first and second year newly admitted attorneys in New York.

The program will begin with a comprehensive look at financial concepts that lawyers need to know to make dealing with your clients’ financial matters more manageable and ethical.

The topics to be discussed include:

• Introduction: How Lawyers Add Value to the Financial Function of a Company
• Foundations of Modern Accounting and Financial Statements
• Accounting Methodologies and Principles
• Who’s Who in Financial Reporting
• Private Company Accounting
• Key Numbers and Ratios
• Present Value Concepts and Business Valuations
• The Lawyer’s Role in Financial Audits: Ethical Considerations
• Basic Concepts of Financial Investment
• Financial Fraud Schemes and Ethical Responsibilities

The afternoon will conclude with the cybersecurity threats lawyers are facing, as well as the precautions that should be implemented by attorneys, firms and their clients.

Topics include:

• AI in cybersecurity
• Scams and how to spot them
• How to protect online meetings and proceedings
• Securing your online identity and communications
• Protecting client data
• Protecting against data breaches
• Best practices and ethical considerations
• … and more

FACULTY
Faculty: Joseph Novello, CPA, MBA, The Financial Training Organization; Daler Radjabov, NYCLA’s Technology/Program Attorney