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Managing Legal Risks: The Intersection of Legal and Financial Reporting ON DEMAND

Available Until

Your Desk

1.0 Credits

Member Price $29.00

Non-Member Price $33.00

Overview

This course explores the intersection between legal and financial reporting and focuses on how attorneys and accountants collaborate to evaluate, recognize, and disclose legal risks in financial statements. The course addresses key issues such as probable losses, contingent liabilities, asserted and unasserted claims, and how each discipline contributes to accurate and compliant financial reporting.

Highlights

The intersection of legal and financial reporting. Types of legal risks. Why legal risks matter for financial reporting. Key concepts in legal risk reporting. Collaboration between legal counsel and accountants. Legal counsel vs. Accountants. Collaboration best practices. Handling conflicting opinions. Consideration of outside counsel.

Prerequisites

None.

Designed For

CPAs, CEOs, CFPs, and other accounting professionals

Objectives

Recognize roles of legal counsel and accountants in identifying, assessing, and reporting legal risks. Identify key concepts surrounding contingent liabilities and loss contingencies. Differentiate between asserted and unasserted claims and their impact on financial reporting. Identify communication and collaboration best practices between legal and accounting teams.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Kelen Camehl, Western CPE

Kelen is a recognized author and reviewer of CPE courses and has authored over 85 courses (225+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics. His courses are available for purchase from many online CPE providers including the AICPA. Kelen has also remained involved in CPA exam content development for nearly 10 years and has authored more than a thousand multiple choice questions for various sections of the CPA exam. He also serves as an Editorial Advisor for the AICPA’s “Journal of Accountancy”.

Kelen has over 15 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Consultant with HP, Inc. in Dallas, TX. Most recently he was located in Budapest, Hungary on a three-year international assignment and served in the company’s Houston, TX location prior to this assignment. Prior to HP, he served in multiple accounting roles in the oil & gas industry with ConocoPhillips including technical accounting policy, SOX compliance, and internal audit. He also gained public accounting experience with PricewaterhouseCoopers, working with various clients in the energy, electric, power, gas, and utility sectors.

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Non-Member Price $33.00

Member Price $29.00