Financial Statements & Business Valuation Workshop: Understanding Financial Information and Valuation Fundamentals
Explore the core concepts needed to understand financial information and navigate valuation issues. This checklist of key issues will supply you with the knowledge, understanding and strategies needed to effectively navigate the fundamentals of business structures, trust deeds, shareholder agreements, financial reports, the valuation process and valuation reports. WEB223N30B
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
In a competitive market lawyers with astute skills in understanding the ins and outs of financial statements and the inner workings of business valuations will be in higher demand as these skills cannot be overlooked. With this 3-part workshop you will hone these skills so that you can:
- UNDERSTAND the essentials of forensic accounting and tax
- CONSIDER the key considerations of different business structures and entities
- ANALYSE financial statements, balance sheets, tax returns, profit & loss statements & more
- NAVIGATE the business valuation process from beginning to end
Facilitated by Lauren Cusack, a leader in forensic accounting and business valuation. Lauren has over 20 years of experience in combining accounting, auditing, and investigative skills to analyse and explain financial information and provide expert accounting and business valuation opinions.
Understanding Financial Information and Valuation Fundamentals
- Entities: a focus on structure and purpose
- Constitutions, trust deeds and shareholder/partnership agreements
- Financial reports explained
- Common types of financial records
- Identifying irregularities in financial reports
- When are valuations required?
- What is value?
- What is being valued?
- The valuation process
- Valuation approaches
Presented by Lauren Cusack, Founder and Director, Cusack Forensics and Business Valuation
Presenters
Lauren Cusack is a business valuation and forensic accounting specialist who advises clients on commercial transactions and litigation matters. She uses her financial accounting, business modelling and business valuation expertise to deliver high-quality solutions to individuals, management, companies and legal advisors. Lauren has been involved in valuing small to medium sized businesses; private companies, partnerships and trusts; options and other employee entitlements; and intangible assets such as goodwill. Her work has focused on several areas including tax legislation compliance, reporting requirements under Australian International Financial Reporting Standards (AIFRS), litigation support, shareholder disputes, restructures, and the sale and purchase of businesses
Testimonials
‘Comprehensive coverage of very complex topic. Very good, interesting & well explained’
‘Great content, easy to understand & I got a lot out of it’
‘Excellent speaker & presentation with helpful information and pointers’