Program Chairs
Annie Noa Kenet
Kenet Family Law
Eric Sadvari
Kenet Family Law
Eligible for
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.
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
Eric Sadvari
Kenet Family Law
Instructors
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 – April 12, 2024
DAY 2 – April 13, 2024
Register
Jun 7-8, 2024
$895 + TAX
Time
9:00 a.m – 4:00 p.m (ET)
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:
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.
| Substantive | 10h 40m |
|---|---|
| Professionalism | 1h |
| Total | 11h 40m |
| Substantive | 10h 40m |
|---|---|
| Professionalism | 1h |
| Total | 11h 40m |
| LAWPRO Risk Management Credit | Yes |
|---|
| LAWPRO Risk Management Credit | 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
Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.
Part-time LLMs Full-time LLMsThe Osgoode Certificate
Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.
Explore certificatesSingle Course Enrollment
Do you have an LLB/JD? Consider taking a single LLM course for deeper learning in a specific area of practice – all credits will apply towards a Professional LLM.
Explore LLM coursesFrequently Asked Questions
Client and Technical Support
Have questions? Get advice in person, by email or over the phone.
Program content questions
Alison Hurst, Program Lawyer
ahurst@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.