CPD Opportunity for Legal Professionals – 2021-2022 Program


White & Lewis is proud to announce the launch of our 2021-2022 FREE CPD program curriculum for legal professionals!

Our accounting and finance courses are designed to be communicated to lawyers, law clerks, and paralegal professionals. Learn the financial skills necessary to become a better advocate for your client.

Whether part of your firm’s monthly breakfast catch-up or  lunch n’ learn session, we’re happy to join your group when it’s most convenient!

All our programs are designed to qualify as Substantive Hours, as defined by the Law Society of Ontario. Our programs are 1 hour in length and are offered at no charge. All presentations are available over Zoom or Microsoft Teams. We are happy to be a part of your firm’s professional development!

We offer the following 7 courses:

Course #1: Understanding Financial Statements (introductory course)

Become familiar with the different types of primary financial statements: income statement, balance sheet, and cash flow statement.

Course #2: Introduction to Business Valuation Approaches
Learn about the different types of valuation approaches – how they work, when are they used and what to look for when reviewing an expert’s valuation report.

Course #3: What is a Discounted Cash Flow (“DCF”) Analysis?

Take a deep dive into one of the most commonly used valuation approaches. Understand the concept of the “time value of money” through a DCF. Learn when this approach is most appropriate and walk through an example of a DCF.

Course #4: Types of Expert Reports under CICBV Guidelines

Does your client need an “Estimate” valuation report or a “Calculation” valuation report? What’s the difference? This course aims to inform you of the different reports, their differences, and similarities.

Course #5 (Family Law specific): How to Calculate Income for Support Purposes Under the Child Support Guidelines?

Walkthrough a real-life example of a calculation of income for support purposes. Learn the basic (and some not-so-basic) adjustments to income as outlined in the Federal Child Support Guidelines.

Course #6 (Family Law specific) : Personal Contingent Costs of Disposition – What Are They and How Are They Calculated?

Walkthrough real-life examples of calculations of contingent taxes on privately-held shares, marketable securities, real estate, RRSPs and a host of other common assets for purposes of calculating Net Family Property.

Course #7 (Family Law specific) : Executive Compensation: Valuation, Taxation and Income Issues

What are your client’s employee stock options worth? What are the tax implications upon disposal? Is there a “double dip” for purposes of determining spousal support in a Family Law matter? This session aims to address these questions for the array of different types of executive compensation in Canada.


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