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Financial Statements for Lawyers: What You Need to Know

Presented by the Finance Committee

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Price

$80 for MCBA Members
$120 for NON - MCBA Members
$50 for Legal Service Providers
$70 for Finance Committee Members
$0 for Enhanced Membership

100 minutes
Bundles
Program is also part of this bundle:

The Business of Being on a Board Bundle

Date Published

June 10, 2026

Publisher

Monroe County Bar Association

Subjects

Finance, Professional Practice

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 585-546-1817 (M-F, 8am-4pm ET) or e-mail customer service.

Summary

Ever wondered why a balance sheet actually balances? This practical program will help attorneys better understand what financial statements reveal about a client’s financial health. Learn how to read and interpret the key financial statements and footnotes, recognize different accounting methods and levels of outside assurance, and understand common financial ratios and what they mean. The program will also explore the attorney’s role when working with a client’s CPA and how third-party financial statements can be used to support clients in both corporate and litigation matters.

MCLE: 2.0 Professional Practice

This CLE is appropriate for both newly admitted and experienced attorneys.

Presenters:  Jacqueline Lee, CPA, MMB+CO, and Timothy Muck, Esq., Barclay Damon LLP

SWOD-27951

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Presenters

Timothy C. Muck, Esq.

TIMOTHY C. MUCK, ESQ., is a partner with Barclay Damon LLP. He primarily concentrates his practice on developing estate... Read More

Jacqueline Lee, CPA
MMB+CO


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Financial Statements for Lawyers 6 10 26
Downloadable Files
CLE INFO Binder Attestation Form Bios
MCBACFE FS 6 10 26 JL Slides
Widgets R Us Example FS and Ratios JL
Analyzing Financial Statements CLE TCM Outline
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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