Give your team a competitive advantage with paralegals trained to do more for you. Requested by Managing Partners for years, this training is now available to your firm's paralegals.
Managing financial document requests like a pro and actually understanding the documents received
Accurate summaries of financial data to make your life easier
The ability to delegate work to your paralegals usually reserved for associates resulting in cost savings year round
Your paralegals will be taught the same way we teach attorneys and Judges allowing them to see the bigger picture and be more valuable to your team
MODULE 1 - INTRODUCTION
MODULE 2 – EFFECTIVELY REQUESTING, ORGANIZING, AND PRESENTING FINANCIAL INFORMATION
MODULE 2.1 – MORGAN STANLEY PRESENTATION – WEATHERING DIVORCE – UNDERSTANDING BROKERAGE STATEMENTS AND FINANCIAL INSTRUMENTS
MODULE 3 – UNDERSTANDING INDIVIDUAL INCOME TAX RETURNS FOR USE IN LITIGATION
MODULE 4 - UNDERSTANDING BUSINESS INCOME TAX RETURNS FOR USE IN LITIGATION
MODULE 4.1 – ADVANTAGE PAYROLL PRESENTATION – UNDERSTANDING COMPENSATION AND PAYROLL DOCUMENTS – ADVICE FROM THE EXPERTS
MODULE 5 – INVESTMENT PRODUCT ANALYSIS
MODULE 6 - FINANCIAL ISSUES SPECIFIC TO DIVORCE LITIGATION
MODULE 6.1 – KLR PRESENTATION – UNDERSTANDING BUSINESS FINANCIAL STATEMENTS – HANDS ON INSTRUCTION FROM ONE OF THE NATION'S LEADING CPA AND CONSULTING FIRMS.
MODULE 7 – UNDERSTANDING BUSINESS VALUATION FOR FINANCIAL LITIGATION
Next Steps - Letter From National Leadership Committee
Additional Resources - Available for Download
CFL Evaluation Survey
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