This course provides loads of tips to help you manage lawyers better and reduce legal fees, delays and frustrations.
Accountants and business people are often involved in engaging, selecting, supervising, and working with lawyers from law firms, and in large organizations, inside counsel. This is often expensive, frustrating, and slow.
This course, taught by veteran CFO and course presenter Stephen Priddle, CPA, CA, CMA, provides dozens of tips to help you in this domain and should help reduce legal fees. It even helps in dealing with internal lawyers, where you are not worried about a bill but must overcome delays. There are dozens of examples of real-life lawyer work situations and the lessons you can learn from them. Reducing legal fees from lawyer-drafted materials is possible and will be explained. And yes, there will be a few lawyer jokes!
Note: A portion of this course content is the same as in Stephen Priddle’s course, Practical Tips for Controllers & CFOs Part 2, which over 11,000 have attended, as well as the NFP and Government Accountants versions of this course.
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Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD, Courses for Accountants. Stephen is also the Vice-President, Finance & CFO of Fidus Analytics Inc. In addition, he is a Board member, co-owner and Corporate Secretary of the SureWx group of companies, a global aviation business, which he was the CFO for 12 years previously. An engaging and experienced instructor, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses which have been attended by over 36,000. When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting storyteller, who draws out the lessons from the stories. Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He has been a Session Leader in the CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy CA, CMA and CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations. Stephen has nearly 40 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his courses, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics. Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
