Joseph Novello, CPA, MBA

Joe Novello began his career in accounting and management consulting at Ernst & Young in New York City. He obtained his CPA license in New York and his MBA in Finance from New York University. He maintains his CPA license by completing continuing professional education in finance, accounting, auditing, taxation and general business topics.

Joe has vast experience with several domestic and foreign Fortune technology companies. His positions included the titles of Controller, CFO, Director of Planning and Analysis and Director of Sales Operations. He is a member of both the American Institute of CPAs and the New York State Society of CPAs.

Since founding the Financial Training Organization in 2010, Joe has presented his finance programs to thousands of participants in 17 U.S. states and Canada. His goal is to share an easy-to-understand approach that will make dealing with financial matters more manageable. He brings his real world experience and candid opinions to his programs, and is consistently rated as exceeding expectations.

• Your Client’s Business Valuation Simplified

  
  

  Today’s clients demand that lawyers understand how to value a business – whether in relation to a merger or acquisition, shareholder dispute, or an estates or family law matter. The more you understand about business valuation, the better
  you’ll be able to use your financial understanding to your client’s advantage during negotiations or litigation. This session will help demystify business valuation for the average practitioner. In simple, easy-to-understand language, while using realistic
  examples, CPA, MBA Joseph Novello will explore reasons to value a business, provide practical tips based on which party you’re representing, and demonstrate commonly accepted valuation methods. You’ll learn the pros and cons of each
  method, what to watch out for, and how to formulate meaningful inquiries. By the end of the program, you’ll have the knowledge and confidence you need to work with and communicate with financial advisors and represent your client’s interests effectively. Joe’s simple, proven approach to financial education has helped thousands of lawyers throughout North America
  better serve their clients – now let him help you!

• Understanding Your Client’s Financial Statements

  
  

  The more you understand financial statements, the better you’ll be able to counsel clients with confidence and use your financial understanding to your client’s advantage during negotiations or litigation. Joe Novello will teach you how to understand the basic structure of a financial statement and identify its key components. You’ll work through sample balance sheets, income statements, and cash flow statements, including examples for a small law firm. Don’t miss this opportunity to get the fundamental knowledge you need to understand financial statements encountered in day-to-day business, family, estates, and general civil litigation practice.