Use of Financial Statements for Legal Professionals

Course Chairs
Jessica Jiang, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver
Andrew Mackenzie, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver

About the Course Chairs

Jessica Jiang has been a member of the Canadian Institute of Chartered Professional Accountants and the Institute of Chartered Professional Accountants of Ontario since 2013. She obtained her CBV designation in 2015 from the Canadian Institute of Chartered Business Valuators

Jessica joined Blair Mackay Mynett Valuations Inc. (“BMM”) in October 2015.

Prior to joining BMM, Jessica worked at a national professional services firm in Toronto where she specialized in the valuations of private companies in a wide range of industries for shareholder disputes, family law, mergers and acquisitions, corporate restructuring and tax planning purposes.

Jessica was also previously employed with Deloitte LLP in their Assurance practice for four years, specializing in the audit of mutual funds, private equity funds, insurance companies and banks.

Andrew Mackenzie has been a member of the Canadian Institute of Chartered Accountants since 2010. In addition, Andrew obtained his Chartered Business Valuator designation in 2015 from the Canadian Institute of Chartered Business Valuators, and was a silver medalist on the 2015 CBV national exam.

Andrew joined Blair Mackay Mynett in 2014.  He specializes in the valuation of public and private companies in the context of matrimonial and shareholder disputes, mergers and acquisitions, corporate reorganizations and estate planning. Andrew has valued companies in a wide variety of industries including e-commerce, manufacturing, transportation, retail, wholesale, hospitality, real estate and energy services.

In addition, Andrew provides various litigation support services, including the quantification of income or economic loss claims and the determination of income available for child and spousal support purposes.

Prior to joining Blair Mackay Mynett, Andrew was employed by a local chartered professional accountant firm where he was responsible for providing valuation, assurance and tax services.

Faculty
Lucas Terpkosh, CPA,CA, CBV, CFF — Blair Mackay Mynett Valuations Inc., Vancouver
Cheryl Shearer, CPA,CA, CFE, CFF — CS Financial Forensics Inc.,Vancouver

Click here for full faculty bios »

Welcome and Introduction

Andrew Mackenzie, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver

Introduction to Financial Statements and GAAP

Andrew Mackenzie, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver

Video—Reading and Understanding Financial Statements

Break

Reading and Using Financial Statements

Jessica Jiang, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver

Morning Debrief

Andrew Mackenzie, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver
Jessica Jiang, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver
Lucas Terpkosh, CPA, CA, CFE, CFF— Blair Mackay Mynett Valuations Inc., Vancouver

Public Accountant Reports

Lucas Terpkosh, CPA, CA, CFE, CFF — Blair Mackay Mynett Valuations Inc., Vancouver 

Networking Lunch

Financial Statement Fraud

Cheryl Shearer, CPA, CA, CFE, CFF — CS Financial Forensics Inc

Business Valuations

Andrew Mackenzie, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver

Break

Bring It All Together & Debrief — Case Studies

Lucas Terpkosh, CPA, CA, CFE, CFF — Blair Mackay Mynett Valuations Inc., Vancouver