Reading Financial Statements 2025

While it is not necessary for you as a lawyer to have the financial insight that might be expected of an accountant, you should have an understanding of how to interpret financial statements. This seminar aims to unlock any mysteries you might find in making sense of key financial documents. It will assist you in providing legal advice to your clients concerning financial matters and may help with understanding the financial health of your own business too.

This seminar will include:

• Understanding the key financial statements that should be prepared by each entity along with basic accounting concepts
• Overview of the types of entities that prepare financial reporting and the key differences
• Differences between management reporting and annual reporting and the importance of each
• Understanding the key financial metrics for different types of entities, how they are calculated and how they can be used to indicate red flags
• Use of a practical case study aimed at embedding the knowledge throughout the presentation.

Learning objectives

By attending this seminar you will:

• Gain an understanding of key financial concepts and reports as they apply to your clients and your own business.
• Be able to recognise the insights these reports provide.

Who should attend

Practitioners at all levels who want to improve their ability to interpret financial statements and gain deeper understanding of their clients’ financial position, including those who review and approve financial statements either as trustees or in their own business.

Resources

A PDF book is included in the webinar fee and will be emailed to you along with your ticket, one week before the seminar. PowerPoint slides will be emailed out after 3pm the day before the webinar.

Live web stream registrants - you will be emailed a link to join the live stream one week before. For information on what is required to participate in the live web stream, click here.

Time

• 4.00pm – 6.00pm 

Fee (incl GST)

Law Society Members benefit from up to 30% off

In Short

• $185 – Law Society members & associate members
• $265 – Non-members
• $649 – Live web stream Study Group – more info
• 2+1 Live web stream registrations – more info (must be arranged at time of booking)

Do you want to register more than one person for this course? Use the 'register others' button below or Click here
Download PDF Registration Form

Presenters

Sam Rogatski BDO Christchurch Limited, Christchurch Sam is a BDO Business Advisory Manager with seven years’ experience in business advisory services. He works with a wide range of clients, with a particular focus on owner operators, property developers and property related businesses and clients with management reporting requirements. Sam is a problem solver for the clients he works with, as well as being proactive in creating close professional relationships with those clients and their key stakeholders.

Kimberley Symon BDO Christchurch Limited, Christchurch Kim is a BDO Business Advisory Partner with 16 years’ experience in delivering practical and effective solutions that meet her clients’ accounting, tax, strategic and general business advisory needs. She builds and fosters close relationships with her clients in order to understand their businesses and investments to help them grow and achieve their goals. With a comprehensive understanding of NZ IFRS, special purpose financial reporting and New Zealand tax legislation, Kim ensures her clients are fully informed of the tax and accounting impacts of their decisions, allowing them to plan effectively.

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations and cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.