Finance for Lawyers: Elevate Client Service with Essential Financial and Corporate Governance Skills

Terry Lloyd | Finance Scholars Group

Terry Lloyd, CPA, CFA is a financial analyst who works frequently with lawyers in transactions, litigation, and valuation matters. He has been published widely and speaks regularly to lawyers, judges, and other financial professionals. He has been qualified as an expert in federal, state, tax courts, arbitration forums, and international tribunals. He is a contributing author to a law school text on accounting for lawyers and he once deposed another CPA.

Josh Andrews | Gatehouse Law

Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting.

Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law.

Session I – Improving Client Service with Financial Literacy | 1:00pm – 2:40pm

• The basic financial statements
• What accounting and financial statements do – and don’t – tell lawyers in practice

Break | 2:00pm – 2:10pm

• How lawyers in practice need to adjust standard financial statements to better serve their clients
• The lawyer’s best friend in the basic financial statements

Session II – Corporate Financing and Governance Essentials | 2:40pm – 3:40pm

• Corporate financing 101 – Understanding the basics of corporate finance
• Corporate finance strategies – How to secure financing to grow your business
• Understanding corporate governance – How it impacts finance strategies