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Finance Essentials

Overview

Understanding how money moves through a company is no longer optional for legal and business advisors. The Finance Essentials vertical builds practical fluency in the financial concepts that drive corporate performance and decision-making. You’ll learn the fundamentals of valuation, capital structure, cash flow, financial metrics, and how markets assess company health and risk. These insights equip you to anticipate financial implications, ask sharper questions, and provide advice grounded in the economic realities of the business. Finance Essentials gives you the toolkit to operate confidently in any boardroom, deal room, or strategic conversation.

 

Complete Professional Library. Everything. One system. One investment.

Includes:

  • All Beginner, Intermediate, and Advanced courses
  • Every toolkit, framework, checklist, and template
  • Customized toolkits and templates
  • One hour of one-on-one executive coaching each month with Chaka
  • All future courses and toolkits included
Value: $8,345.00
Price: $8,495.00

Course outline

Financial Essentials

Essentials of CEO & Board Dynamics

Mastering Influence, Judgment & Political Fluency in the C-Suite. Success at the top of the enterprise demands far more than technical excellence. This course shows GCs how to navigate the complex interplay of CEO priorities, board oversight, and cross-functional politics. Participants learn how to build trust capital, exercise independent judgment, manage information flow, frame decisions for alignment, and lead with integrity—especially under pressure.

Outcome: By the end of the course, you will be able to operate with confidence and credibility at the intersection of the CEO, board, and executive team—shaping decisions, managing dynamics, and exercising independent judgment when it matters most.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Advanced
Essentials of Speaking Like a CFO

How GCs Win Resources and Strategic Influence Using Financial Literacy. Legal departments gain influence when they speak the language of value. This course equips GCs and legal leaders to build persuasive investment cases using ROI, IRR, NPV, payback period, and hurdle-rate analysis. Participants learn how to quantify Legal’s impact, tie investments to enterprise priorities, and advocate for headcount, technology, and transformation using the same frameworks the CFO uses for capital allocation.

Outcome: By the end of the course, you will be able to present legal initiatives as disciplined investments—using CFO-grade financial analysis to win resources, shape capital allocation, and elevate Legal’s strategic standing.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Advanced
Essentials of Finance and Accounting for Lawyers

In Essentials of Finance and Accounting for Lawyers, you’ll gain the financial fluency needed to navigate complex legal matters involving business transactions, litigation, and regulatory compliance. You’ll learn how to interpret financial statements, assess corporate valuation, and uncover financial risks giving you a strategic edge in negotiations, due diligence, and courtroom arguments. Mastering these financial insights will not only enhance your legal expertise but also elevate your ability to advise clients, win cases, and drive business success.

Outcome: By the end of the course, you will be equipped to integrate financial insight directly into legal judgment, strategy, and decision-making.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner
Essentials of Financial Statement Analysis for Lawyers

In Essentials of Financial Statements Analysis for Lawyers, you will develop a deep understanding of financial statements, which is essential for lawyers advising businesses, negotiating contracts, or handling litigation involving financial matters. This course will equip you with the skills to analyze balance sheets, income statements, and cash flow statements, empowering you to detect red flags, assess financial health, and make informed legal decisions. Mastering financial statement analysis will give you a competitive edge in corporate law, litigation, and regulatory practice, ensuring you can confidently interpret financial data and advocate effectively for your clients.

Outcome: By the end of the course, you will be able to translate financial statement analysis into strategic legal advice, anticipate business and litigation risks, and influence outcomes at the negotiating table, in the boardroom, and in court.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Economics

In Essentials of Economics for Lawyers, you’ll develop crucial skills for crafting stronger legal arguments, assessing financial damages, and navigating regulatory frameworks with confidence. This course will equip you with essential economic principles like market dynamics, cost-benefit analysis, and game theory, so you can anticipate business strategies, evaluate legal risks, and advocate more effectively for your clients. Whether you’re negotiating contracts, handling antitrust cases, or shaping policy, mastering economic reasoning will give you a powerful edge in your legal practice.

Outcome: By the end of the course, you will be able to apply economic reasoning to shape legal strategy, evaluate tradeoffs and incentives, and influence outcomes in negotiations, litigation, and regulatory decision-making.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner
Essentials of Risk and Return

In Essentials of Risk and Return for Lawyers, you’ll master how financial risks impact legal decisions, from corporate transactions to litigation strategy. You’ll learn to assess investment risks, interpret financial statements with confidence, and apply risk-return principles in contract negotiations, regulatory compliance, and damages assessments. Gain the financial fluency to advise clients more strategically, protect their assets, and elevate your legal expertise, because in today’s legal landscape, understanding risk isn’t optional, it’s power.

Outcome: By the end of the course, you will be able to identify, quantify, and strategically deploy risk and return concepts to drive better legal outcomes in transactions, disputes, and regulatory matters.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Time Value of Money

In Essentials of Time Value of Money (TVM), you’ll develop critical skills necessary for lawyers handling settlements, damages, corporate deals, and estate planning, as TVM directly impacts how financial decisions are valued over time. This course will equip you with the tools to assess present and future values of cash flows, calculate fair settlements, and negotiate financial terms with confidence. Mastering TVM will give you a strategic edge in legal practice, ensuring you can effectively advocate for clients in cases involving structured settlements, business valuations, and financial disputes.

Outcome: By the end of the course, you will be able to apply time value of money concepts to structure settlements, evaluate deal terms, and make financially sound legal recommendations that stand up to scrutiny.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Quantifying Financial Loss in Legal Cases

In Essentials of Quantifying Loss in Legal Cases, you’ll master the critical skill of calculating damages with precision, ensuring they maximize client outcomes and strengthen case arguments. They will learn how to apply financial and economic principles to assess lost profits, diminished value, and other compensatory claims, making their legal strategies more persuasive and defensible. With expert guidance and real-world case studies, this class empowers lawyers to confidently present and challenge financial evidence, giving them a competitive edge in high-stakes litigation.

Outcome: By the end of the course, you will be able to quantify, explain, and defend financial loss calculations in a way that strengthens liability arguments, withstands expert scrutiny, and drives favorable litigation outcomes.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of GAAP v. Non-GAAP Adjustments

In Essentials of GAAP v. Non-GAAP Adjustments, you’ll gain a deep understanding GAAP vs. non-GAAP financial reporting—knowledge that is critical for lawyers advising clients on corporate transactions, securities regulation, and litigation involving financial statements. This course demystifies the key differences, showing how companies use non-GAAP metrics to tell their financial story – and when those adjustments may raise red flags for investors, regulators, or opposing counsel. Mastering these concepts will give you a strategic edge in negotiations, compliance, and litigation, ensuring you can spot financial manipulation, assess risk, and advocate with confidence in high-stakes financial matters.

Outcome: By the end of the course, you will be able to evaluate GAAP and non-GAAP disclosures critically, identify when adjustments cross the line from clarification to manipulation, and use that insight to drive smarter legal, regulatory, and litigation strategy.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Capital Markets

In Essentials of Capital Markets for Lawyers, you’ll gain a clear understanding of how financial markets work, the key players involved, and the legal frameworks that shape transactions. You’ll learn how to navigate securities regulations, assess risks in capital raising, and advise clients on IPOs, debt financing, and mergers with confidence. Mastering these essential concepts will not only elevate your legal expertise but also make you a more strategic, high-value advisor in corporate and financial law.

Outcome: By the end of the course, you will be able to anticipate market and regulatory risks, guide clients through capital markets transactions with confidence, and align legal advice with business and financing strategy.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Valuation

In Essentials of Valuation for Lawyers, you’ll master the critical financial principles behind valuing businesses, assets, and damages – skills essential for high-stakes negotiations, litigation, and deal-making. You’ll learn how valuation experts determine fair market value, assess risk, and apply key methods like discounted cash flow and market comparables, empowering you to challenge or leverage financial arguments in court. With these insights, you’ll gain a strategic edge in corporate transactions, shareholder disputes, intellectual property cases, and economic damages claims – making you a more effective and financially savvy advocate.

Outcome: By the end of the course, you will be able to evaluate, challenge, and strategically use valuation analyses to shape negotiations, strengthen litigation positions, and influence outcomes in complex financial matters.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Finance & Accounting for Legal Operations Professionals

Legal operations professionals are no longer seen solely as administrators; they are recognized as strategic partners who drive financial discipline, cost management, and operational efficiency. Their ability to understand financial principles and translate them into actionable strategies determines not only departmental success but also the broader business’s ability to control costs and deliver shareholder value. This whitepaper offers in-depth insights into essential finance and accounting concepts tailored for legal operations professionals, equipping them to elevate their influence and impact.

Outcome: By the end of this program, legal operations professionals will be able to apply finance and accounting principles to drive disciplined budgeting, optimize resource allocation, and position the legal function as a data-driven contributor to enterprise value.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner

Course outline

Financial Essentials

Essentials of CEO & Board Dynamics

Mastering Influence, Judgment & Political Fluency in the C-Suite. Success at the top of the enterprise demands far more than technical excellence. This course shows GCs how to navigate the complex interplay of CEO priorities, board oversight, and cross-functional politics. Participants learn how to build trust capital, exercise independent judgment, manage information flow, frame decisions for alignment, and lead with integrity—especially under pressure.

Outcome: By the end of the course, you will be able to operate with confidence and credibility at the intersection of the CEO, board, and executive team—shaping decisions, managing dynamics, and exercising independent judgment when it matters most.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Advanced
Essentials of Speaking Like a CFO

How GCs Win Resources and Strategic Influence Using Financial Literacy. Legal departments gain influence when they speak the language of value. This course equips GCs and legal leaders to build persuasive investment cases using ROI, IRR, NPV, payback period, and hurdle-rate analysis. Participants learn how to quantify Legal’s impact, tie investments to enterprise priorities, and advocate for headcount, technology, and transformation using the same frameworks the CFO uses for capital allocation.

Outcome: By the end of the course, you will be able to present legal initiatives as disciplined investments—using CFO-grade financial analysis to win resources, shape capital allocation, and elevate Legal’s strategic standing.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Advanced
Essentials of Finance and Accounting for Lawyers

In Essentials of Finance and Accounting for Lawyers, you’ll gain the financial fluency needed to navigate complex legal matters involving business transactions, litigation, and regulatory compliance. You’ll learn how to interpret financial statements, assess corporate valuation, and uncover financial risks giving you a strategic edge in negotiations, due diligence, and courtroom arguments. Mastering these financial insights will not only enhance your legal expertise but also elevate your ability to advise clients, win cases, and drive business success.

Outcome: By the end of the course, you will be equipped to integrate financial insight directly into legal judgment, strategy, and decision-making.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner
Essentials of Financial Statement Analysis for Lawyers

In Essentials of Financial Statements Analysis for Lawyers, you will develop a deep understanding of financial statements, which is essential for lawyers advising businesses, negotiating contracts, or handling litigation involving financial matters. This course will equip you with the skills to analyze balance sheets, income statements, and cash flow statements, empowering you to detect red flags, assess financial health, and make informed legal decisions. Mastering financial statement analysis will give you a competitive edge in corporate law, litigation, and regulatory practice, ensuring you can confidently interpret financial data and advocate effectively for your clients.

Outcome: By the end of the course, you will be able to translate financial statement analysis into strategic legal advice, anticipate business and litigation risks, and influence outcomes at the negotiating table, in the boardroom, and in court.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Economics

In Essentials of Economics for Lawyers, you’ll develop crucial skills for crafting stronger legal arguments, assessing financial damages, and navigating regulatory frameworks with confidence. This course will equip you with essential economic principles like market dynamics, cost-benefit analysis, and game theory, so you can anticipate business strategies, evaluate legal risks, and advocate more effectively for your clients. Whether you’re negotiating contracts, handling antitrust cases, or shaping policy, mastering economic reasoning will give you a powerful edge in your legal practice.

Outcome: By the end of the course, you will be able to apply economic reasoning to shape legal strategy, evaluate tradeoffs and incentives, and influence outcomes in negotiations, litigation, and regulatory decision-making.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner
Essentials of Risk and Return

In Essentials of Risk and Return for Lawyers, you’ll master how financial risks impact legal decisions, from corporate transactions to litigation strategy. You’ll learn to assess investment risks, interpret financial statements with confidence, and apply risk-return principles in contract negotiations, regulatory compliance, and damages assessments. Gain the financial fluency to advise clients more strategically, protect their assets, and elevate your legal expertise, because in today’s legal landscape, understanding risk isn’t optional, it’s power.

Outcome: By the end of the course, you will be able to identify, quantify, and strategically deploy risk and return concepts to drive better legal outcomes in transactions, disputes, and regulatory matters.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Time Value of Money

In Essentials of Time Value of Money (TVM), you’ll develop critical skills necessary for lawyers handling settlements, damages, corporate deals, and estate planning, as TVM directly impacts how financial decisions are valued over time. This course will equip you with the tools to assess present and future values of cash flows, calculate fair settlements, and negotiate financial terms with confidence. Mastering TVM will give you a strategic edge in legal practice, ensuring you can effectively advocate for clients in cases involving structured settlements, business valuations, and financial disputes.

Outcome: By the end of the course, you will be able to apply time value of money concepts to structure settlements, evaluate deal terms, and make financially sound legal recommendations that stand up to scrutiny.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Quantifying Financial Loss in Legal Cases

In Essentials of Quantifying Loss in Legal Cases, you’ll master the critical skill of calculating damages with precision, ensuring they maximize client outcomes and strengthen case arguments. They will learn how to apply financial and economic principles to assess lost profits, diminished value, and other compensatory claims, making their legal strategies more persuasive and defensible. With expert guidance and real-world case studies, this class empowers lawyers to confidently present and challenge financial evidence, giving them a competitive edge in high-stakes litigation.

Outcome: By the end of the course, you will be able to quantify, explain, and defend financial loss calculations in a way that strengthens liability arguments, withstands expert scrutiny, and drives favorable litigation outcomes.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of GAAP v. Non-GAAP Adjustments

In Essentials of GAAP v. Non-GAAP Adjustments, you’ll gain a deep understanding GAAP vs. non-GAAP financial reporting—knowledge that is critical for lawyers advising clients on corporate transactions, securities regulation, and litigation involving financial statements. This course demystifies the key differences, showing how companies use non-GAAP metrics to tell their financial story – and when those adjustments may raise red flags for investors, regulators, or opposing counsel. Mastering these concepts will give you a strategic edge in negotiations, compliance, and litigation, ensuring you can spot financial manipulation, assess risk, and advocate with confidence in high-stakes financial matters.

Outcome: By the end of the course, you will be able to evaluate GAAP and non-GAAP disclosures critically, identify when adjustments cross the line from clarification to manipulation, and use that insight to drive smarter legal, regulatory, and litigation strategy.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Capital Markets

In Essentials of Capital Markets for Lawyers, you’ll gain a clear understanding of how financial markets work, the key players involved, and the legal frameworks that shape transactions. You’ll learn how to navigate securities regulations, assess risks in capital raising, and advise clients on IPOs, debt financing, and mergers with confidence. Mastering these essential concepts will not only elevate your legal expertise but also make you a more strategic, high-value advisor in corporate and financial law.

Outcome: By the end of the course, you will be able to anticipate market and regulatory risks, guide clients through capital markets transactions with confidence, and align legal advice with business and financing strategy.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Valuation

In Essentials of Valuation for Lawyers, you’ll master the critical financial principles behind valuing businesses, assets, and damages – skills essential for high-stakes negotiations, litigation, and deal-making. You’ll learn how valuation experts determine fair market value, assess risk, and apply key methods like discounted cash flow and market comparables, empowering you to challenge or leverage financial arguments in court. With these insights, you’ll gain a strategic edge in corporate transactions, shareholder disputes, intellectual property cases, and economic damages claims – making you a more effective and financially savvy advocate.

Outcome: By the end of the course, you will be able to evaluate, challenge, and strategically use valuation analyses to shape negotiations, strengthen litigation positions, and influence outcomes in complex financial matters.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Intermediate
Essentials of Finance & Accounting for Legal Operations Professionals

Legal operations professionals are no longer seen solely as administrators; they are recognized as strategic partners who drive financial discipline, cost management, and operational efficiency. Their ability to understand financial principles and translate them into actionable strategies determines not only departmental success but also the broader business’s ability to control costs and deliver shareholder value. This whitepaper offers in-depth insights into essential finance and accounting concepts tailored for legal operations professionals, equipping them to elevate their influence and impact.

Outcome: By the end of this program, legal operations professionals will be able to apply finance and accounting principles to drive disciplined budgeting, optimize resource allocation, and position the legal function as a data-driven contributor to enterprise value.

Course Contents: This course includes an executive-level instructional video, downloadable presentation slides, a detailed white paper, and a customizable toolkit of frameworks and checklists for ongoing reference and application.

Beginner

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