What General Counsel Need to Know About Interpreting and Analyzing Financial Statements

Get an overview of financial statements including balance sheets and income statements, along with a list of cash management best practices.
Financial Management / Accounting Fundamentals

GC Analyzing Financial Statements Execsense

Format 50 Minute Lesson
Chapters 12
Skill Level New to Topic
Audience General Counsel
Includes Access for 1 year. Stream on all devices.

Course Description

In this lesson, ExecSense and expert, Jennifer Bergenfeld (Of Counsel), Professor, New York University’s Stern School of Business, examine the most important parts of income statements, balance sheets and cash flow statements that impact General Counsel.

In this 50-minute session, you will learn:

  • Everything you need to know about the most important parts of income statements, balance sheets and cash flow statements that impact General Counsel
  • A line-by-line tour of each of the financial statements with special attention paid to key indicators that are most applicable to General Counsel, their company as a whole, and specific departments
  • The top 10 questions that CEOs and CFOs often ask General Counsel about financial statements and how to be ready to answer them in a way that will add value
  • Case studies of how other General Counsel use their understanding of financial statements to their advantage and important lessons learned

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ExecSense Speaker

Jennifer Bergenfeld
Professor, New York University’s Stern School of Business
Wealth Management & Investment Advisory

Jennifer Bergenfeld is an Adjunct Professor of business law and professional responsibility at the NYU Stern School of Business, teaching both undergraduate and graduate courses.

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Since 2013, she has been senior counsel for the legal department of a global bank, covering investment advisory and wealth management departments as well as serving as Chief Legal Officer of the US mutual fund business and providing securities regulatory subject matter expertise to firmwide regulatory risk reviews. Prior to joining the bank, she spent several years providing legal and regulatory counsel consulting services to financial companies and boutique law firms, concentrating on contract negotiations and corporate legal and governance matters.

Ms. Bergenfeld previously served as General Counsel of EMG Investment Services, a startup financial services firm, advising on fund launches, private equity, fund formations, broker-dealer registration, corporate governance matters and regulatory compliance. Before that, she served as Counsel and Vice President in the Legal and Compliance Department of AllianceBernstein L.P. from 2002 to 2008 where she oversaw subadvisory mutual fund and institutional legal and regulatory matters.

Ms. Bergenfeld earned her BA in International Affairs from George Washington University and her MA in International Relations and MBA in Management and International Business (Beta Gamma Sigma honors) at NYU Stern where she also held a teaching fellowship in the Markets, Ethics & Law program. She was also a longtime member of the Financial Women’s Association, having served on the Wall Street Exchange and Directorships & Corporate Governance Committees, as well as 100 Women in Hedge Funds and HighWater Women.

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