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Overview of Financial Records for Paralegals: Obtaining and Understanding the Information

 

Better understand how to review financial concepts relevant in family law cases, including income, expenses, assets, and liabilities.

This presentation will be beneficial for legal professionals involved in family law cases. By understanding the process of gathering and preparing financial information, attendees will be better equipped to navigate the complexities of family law proceedings and achieve favorable outcomes for their clients. Throughout the session, attendees will acquire practical guidance on how to review financial concepts relevant in family law cases, including income, expenses, assets, and liabilities. You will learn how to understand financial statements and records, including the basic components and structure of financial documents. The topic will also include a case study to demonstrate the review of financial statements in a real-world scenario.

Agenda

Faculty

Edith Wong

Edith Wong

FTI Consulting

  • Managing Director in the Risk & Investigations practice within FTI’s Forensic and Litigation Segment
  • Forensic accountant with nearly 20 years of experience conducting investigations relating to fraud, anti-corruption, corporate misconduct, risk assessments and compliance programs
  • Published author
  • B.S.Degree, Accounting and Finance, Leonard N. Stern School of Business at New York Universi-ty; Certified Public Accountant, New York; Certificate, Sustainable Business Strategy, Harvard Business School
  • Can be contacted at [email protected] or 646-453-1284
Eloise Miller

Eloise Miller

FTI Consulting

  • Senior Director in FTI Consulting’s SEC & Accounting Advisory practice and is based in Boston, MA
  • Over 9 years of experience in audit and advisory services, serving a variety of clients in the private and public sector
  • Assisted with implementations of financial reporting support systems
  • Prepared and reviewed financial statements, related footnotes, cash flow work papers and coordinated with auditors to execute timely review
  • Certified Public Accountant (Massachusetts)
  • Degrees from Northeastern University and University of Massachusetts
  • Can be contacted at [email protected] or 718.916.3356

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