Understanding Financial Statements 101 for New Lawyers 2026 - Package
2 CPD Hours
Description
Purchase this 2 part webinar series as a package and save 10%.
Valued at $350 + GST, you get both webinars for just $315 + GST
Understanding Financial Statements 101 for New Lawyers and Lawyers New to Financial Statements 2026 - Part 1
Tue 28 April, 2:30 PM - 3:30 PM NZST
Learn the essential skills you need to read financial statements with confidence so you can spot what matters and strengthen your advice
More often than not, financial statements related to client matters tend to come across the lawyers’ desks reasonably often. In some cases, this is far too often…. But they are important documents whether they refer to a clients’ trusts account, finance, share valuations, or other legal matters. These documents tell us a story about our client’s legal affairs, and when provided to us, they do require us to read through them carefully and understand the numbers. The challenge when trying to determine what the numbers mean and what they tell us about our client’s affairs is that the numbers and columns can be confusing! This can be a big challenge for lawyers especially if you do not come from an accounting or financial background.
In this Part 1 webinar we’ll provide you with a 101 on how to read financial statements and getting to grips with what it is the numbers are telling you that New Lawyers need to be aware of.
LEARNING OUTCOMES
- Understanding the layout of a financial statement;
- Learning how to decipher the story behind the numbers;
- Understanding what it is the numbers are telling you; and
- Raising your awareness of potential red flags; and
- Building your confidence when it come to dealing with the numbers.
SUITED TO
This webinar will suit new lawyers, legal executives, and anyone that is new to a role which requires them to look at financial statements. It will also suit seasoned lawyers that may be new to an area of law that requires them to understand financial statements.
PRESENTERS
Dr Maria A. Pozza, Director-Principal Lawyer, Gravity Lawyers
Dr Maria A.Pozza is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law and regulatory compliance.
Matthew Shallcrass, Director – Chartered Accountant, Optima Chartered Accountants
Matthew Shallcrass is a Director at Optima Chartered Accountants. Matt is a seasoned accountant with a wide range of clients in his portfolio. With an expertise in cryptocurrency and ecommerce, Matthew looks after many start-up business in Christchurch and provides business advisory and management accounting advice.
Understanding Financial Statements 101 for New Lawyers and Lawyers New to Financial Statements 2026 - Part 2
Wed 6 May, 10:30 AM - 11:30 AM NZST
This Part 2 webinar takes you deeper into what financial statements reveal about a client’s business health, risks, and opportunities — giving you clear, practical skills to strengthen your legal advice
Carry on from Part 1, in this Part 2 webinar we will continue to work through how the financial documents tell us a story about our client’s legal affairs. We’ll take a closer look at the numbers and how they inform us of our client’s overall business health. We will also consider how the accountants look at these documents by considering the risks and opportunities. We will then build from there how we can better assist our advice to our clients.
In this Part 2 webinar, we take you through financial statements in a simple but effective way to better equip you with the skills you need to understand these important documents.
LEARNING OUTCOMES
- Understanding the layout of a financial statement;
- Learning how to decipher the story behind the numbers;
- Understanding what it is the numbers are telling you; and
- Raising your awareness of potential red flags; and
- Building your confidence when it come to dealing with the numbers.
SUITED TO
This webinar will suit new lawyers, legal executives, and anyone that is new to a role which requires them to look at financial statements. It will also suit seasoned lawyers that may be new to an area of law that requires them to understand financial statements.
PRESENTERS
Dr Maria A. Pozza, Director-Principal Lawyer, Gravity Lawyers
Dr Maria A.Pozza is the Director of Gravity Lawyers and deals with a variety of corporate and commercial law and regulatory compliance.
Matthew Shallcrass, Director – Chartered Accountant, Optima Chartered Accountants
Matthew Shallcrass is a Director at Optima Chartered Accountants. Matt is a seasoned accountant with a wide range of clients in his portfolio. With an expertise in cryptocurrency and ecommerce, Matthew looks after many start-up business in Christchurch and provides business advisory and management accounting advice.
Please note you can purchase these webinars individually.
Click here to view Webinar 1
Click here to view Webinar 2