Program Chairs
Annie Noa Kenet
Kenet Family Law LLP
Eric Sadvari
Kenet Family Law LLP
Financial Statements in Family Law: Know What to Ask. Know What to Look For. Know How to Use It.
A comprehensive, practical, step-by-step program for family lawyers who want to confidently prepare and work with financial statements, with expert guidance on common pitfalls and more complex issues that can arise in practice.
Financial Statements are an important part of many family law files, and preparing them well requires more than filling in the form. Knowing what to ask your client, what to question and where issues may arise can make a meaningful difference to how you approach a file.
Whether you are newer to family law or have years of experience, this program gives you the practical tools to prepare, review and use financial statements with confidence. Work through the statement from start to finish and get expert insight into the issues that can be easy to miss, including income, property and business valuations, debts, exclusions and contingent liabilities.
But completing the form is only part of the job. Learn how to use the financial statement to inform settlement discussions, identify issues in opposing financial information and strengthen your position at court.
In an intimate online environment, you’ll have plenty of opportunities to ask questions, engage directly with experienced faculty and learn from other family law professionals.
Space is strictly limited to keep the program interactive and hands-on.
Can’t Make the Date? Registration includes 120-day unlimited, online access to the recorded program.
What You’ll Learn
How to get the information you need from your client (and what to ask for)
Tricks and tips for completing the income chart
Pitfalls to avoid when your client is self-employed or has “other” sources of income
Using the expenses section to maximize your tools for settlement
When do notional disposition costs and other contingent liabilities apply?
Key timing issues for preparing, sharing and updating the financial statement
Expert guidance on how to decipher a property valuation and challenging them at court
Common (and uncommon) forms of debts and how to properly reflect them
Excluded property: when do exclusions apply and how to capture this?
What to look out for in a business valuation report (and strategies for challenging them)
PLUS! View from the Bench: Learn from senior family law judges about what you should keep in mind and things to avoid when preparing and presenting Financial Statements
Who Should Attend
Family law lawyers
General practitioners whose practice includes family law
Law clerks
Paralegals
Faculty
Program Chairs
Annie Noa Kenet
Kenet Family Law LLP
Eric Sadvari
Kenet Family Law LLP
Past Instructors
The Hon. Justice Jennifer S. Daudlin
Ontario Court of Justice
The Hon. Justice Judy A. Fowler Byrne
Superior Court of Justice
The Hon. Justice Melanie Kraft
Superior Court of Justice
Korab Ferati
CBV, CPA, CMA, Senior Manager, Valuation & Litigation Davis Martindale LLP
Jacob Kaufman
Donovan Kochman LLP
Matthew Krofchick
CPA, CMA, CBV, CMC, CFF, FDRP-Val, ABV, Krofchick Valuations
Mitchell Ornstein, MBA, CPA, CA, CBV, ABV, CFE, CFF
Fruitman Kates Ornstein Valuations
Nyla Roopnarinesingh, CBV, ABV, CDFA, FDRP-Val
Partner, Valuations
Alisa Zorina, MBA, CPA, CA, CBV, CFF, AACI P. App
Zorina Consulting Ltd. and Appraisal Effect Ltd.
2025 Financial Statements for Family Lawyers Boot Camp attendee Susan Duggan
Duggan Law Office
“This was the best program I have ever attended! It was extremely informative and helpful and was presented in an engaging and interactive way that held my attention throughout.”
Register
Printable registration form
If a downloadable form is required, please contact OsgoodePD@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
Ashley Kirshenblatt
J K Hannaford Barristers.
“It was so helpful – for people who have not yet done financial statements, but also those who have. It was super helpful to have experts come in to explain why numbers are entered into the financial statement (so its not just a form filling exercise).”
CPD and Accreditation
Please Note
The hours below are for the 2026 iteration of the program and should be used as an estimate only. Confirmed hours will be available soon.
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.
| Substantive | 10h 45m |
|---|---|
| Professionalism | 2h |
| Total | 12h 45m |
| LAWPRO Risk Credit Management | Yes |
|---|
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
LAWPRO
This program is approved for LAWPRO Risk Management Credit.
Deeper Learning Opportunities
LLMs
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Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Gail Geronimo, Program Lawyer
ggeronimo@osgoode.yorku.ca
Registration questions
Technical support
Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.