Program Chairs

Annie Noa Kenet

Kenet Family Law

Eric Sadvari

Kenet Family Law

If you practice – or plan to practice family law – you must know how to properly complete a financial statement.

This NEW intensive program is a comprehensive step-by-step guide through the financial statement. Get the key knowledge and practical skills you need to complete and use these documents with confidence.

Financial statements are the backbone of most family law files. Mistakes and missteps can be critical. And costly. Your clients are relying upon you to get it right. 

Many family lawyers – new and more experienced – have never learned how to properly complete and use financial statements. Don’t miss this unique opportunity for expert guidance on how to complete each section of the financial statement, plus strategies for how to use your financial statement as an advocacy tool.  

In an intimate online environment you will have lots of opportunities to ask questions, engage with faculty and forge valuable connections with other family law professionals.

Given the interactive nature of this program, space is strictly limited. Reserve your place now to take advantage of this unique learning opportunity.

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



Program Chairs

Annie Noa Kenet

Kenet Family Law

Eric Sadvari

Kenet Family Law


The Hon. Justice Judy Fowler Byrne

Superior Court of Justice

The Hon. Justice Melanie Kraft

Superior Court of Justice

The Hon. Justice M. Suranganie Kumaranayake

Superior Court of Justice

Vivian Alterman, MBA, CPA, CA, CBV

ap Valuations Limited

Brendan Donovan

Donovan Kochman LLP

Ron Martindale, BASc., CPA, CA, LPA, CBV, CFF

Davis Martindale

Mitchell Ornstein, MBA, CPA, CA, CBV, CFE, CFF

Fruitman Kates Ornstein Valuations

Nyla Roopnarinesingh, Licensed Paralegal, BA (Hons.), CBV, CDFA, FDRP-Val

Crowe Soberman LLP

Cynthia Runolfson, CPA, CA, CFF, CBV

Runolfson Kehoe Chartered Professional Accountants

Alisa Zorina, MBA, CPA, CA, CBV, CFF, AACI P. App

Zorina Consulting Ltd. and Appraisal Effect Ltd.

Program Agenda

Day One



Recorded: Apr 12, 2024

$895 + HST

Printable registration form

If a downloadable form is required, please contact

“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:

CPD and Accreditation

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.

CPD Hours
Contact us for inquiries about other provinces.
Substantive9h 40m
Total10h 40m
LAWPRO Risk Management CreditYes

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

LawPRO Risk Management Credit

This program is approved for LAWPRO Risk Management Credit.

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Frequently Asked Questions

Client and Technical Support

Have questions? Get advice in person, by email or over the phone.

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.