Location & Start Date
Content Access: Participants are provided with a ten-week recommended schedule but have access to the course content and platform for one year.
Time Commitment: ~20 hours
Through a series of recorded lectures and interviews, the course will:
- introduce a practical framework for financial information analysis
- provide an understanding of the key drivers of corporate value creation
- teach key valuation models and techniques
- provide tools for analyzing and interpreting corporate financial statements
- explore important ethical questions that arise when legal professionals deal with complex financial transactions and when there are allegations of fraud
What To Expect
Introduction to Corporate Finance
Adam Badawi | Professor at UC Berkeley
Professor Adam Badawi introduces the fundamental concepts of corporate finance. This is essential viewing for any lawyer who is encountering finance in their practice for the first time.
Corporate Valuation Tools
Ken Ayotte | Professor at UC Berkeley
This presentation addresses two crucial questions in M&A: How do we value companies? How do we sort out assets, cash flow, obligations, and more? Law and finance Professor Ken Ayotte walks through discounted cash flow and multiples, two of the most common strategies used in finance.
Robert Bartlett | Professor at UC Berkeley
Venture capital investment requires careful lawyering to balance the control and economic interests of founders and investors. In this module, Professor Robert Bartlett explains and demonstrates a key feature of venture capital term sheets: antidilution provisions.
Financing Mergers and Acquisitions
Cathy Hwang | Professor at University of Virginia School of Law
From leveraged buyouts to fairness opinions, M&A transactions involve complex financial structures and assessments. Professor Cathy Hwang walks through the essential features of modern M&A financing.
The Four Statements Demystified
Apurva Desai | Silicon Valley Chief Financial Officer
Silicon Valley CFO Apurva Desai walks through the basic form of financial information: the four statements. Gain a better grasp on balance sheets, income statements, cash flow statements, and statements of shareholders’ equity.
Frank Partnoy | Professor at UC Berkeley
Confused by options? Don’t know the difference between forwards and swaps? UC Berkeley Professor Frank Partnoy dives under the hood of derivative financial products, which have become central features of modern finance.
Practical Skills: Excel 101
James Hicks | Academic Fellow at Berkeley Center for Law and Business (BCLB)
In any area of finance, lawyers need to handle large amounts of complex financial information. Familiarity with spreadsheet software is an essential skill in any finance lawyer’s toolkit. BCLB’s Research Fellow James Hicks walks you through a series of structured examples to build your confidence with Microsoft Excel.
Event Studies in Litigation
Matt Cain | Senior Visiting Scholar at Berkeley Center for Law and Business (BCLB)
BCLB Senior Fellow and former finance professor Matt Cain walks through an “event study”, commonly deployed by econometric experts in litigation. Learn the fundamentals of this important tool: what it means and how to unpack it.
Ethics in Finance
Diana Henriques | Award-winning financial journalist
What is the role of attorneys in financial transactions? What unique challenges do lawyers face in this world? Award-winning financial journalist Diana Henriques, the author of Bernie Madoff exposé The Wizard of Lies, speaks with BCLB’s Executive Director Adam Sterling about ethical lawyering in finance.
Global Ethics and Compliance Executives
Therese Lee | Director, Legal at Google and Joseph Azam | Chief Compliance & Ethics Officer at Infor
New Content. How can legal professionals ensure that they exercise independent professional judgement in dealing with complex financial transactions? Adam Sterling speaks with Therese Lee of Google and Joseph Azam of Infor.
The Great Debate
Michele Johnson | Partner and Global Chair of the Litigation & Trial Department at Latham & Watkins and Carson Block | Founder of Muddy Waters Research
New Content. What ethics rules should one consider when defending allegations of fraud? What rules should one consider when making allegations of fraud? Adam Sterling introduces a debate on these topics between Michele Johnson of Latham & Watkins and Carson Block of Muddy Waters Research.
Tuition & Discounts
UC Berkeley alumni and government, nonprofit, and university employees
Non-attorneys (MCLE credit not provided)
Group Rates: 5 or more participants (30% discount); 10 or more participants (40% discount); 20 or more participants (50% discount). Group rates are discounted off of the general tuition.
Note: If you qualify for one of the discounted or group rates, please email firstname.lastname@example.org for instructions to access your tuition category. Please note that we do not combine discounts.
Tuition will cover program access for the specified time period.
If you are interested in financing this course, Sallie Mae provides competitive education loan programs for credit qualified borrowers. For more information and to apply, visit the Sallie Mae website. If you decide to pursue such financing, please submit your application to Sallie Mae first and then contact us at email@example.com. We will provide additional instructions on completing your registration.
Certificates & MCLE
Certificate of Completion
Members of our M&A Legal team took the Corporate Finance Fundamentals course. It was fantastic and we’d highly recommend it to any legal professionals looking to boost their understanding of financial information analysis and corporate valuation tools.
- In-house attorneys advising on corporate matters
- Corporate lawyers handling a range of business transactions for their clients
- Professionals in the public or private sector who deal with financial information on a regular basis
No prior experience with, or knowledge of, corporate finance is required!
For disability accommodation requests and information, please contact Lily Yang at firstname.lastname@example.org. Please attempt to make your service request with as much advance notice as possible.
Participants are provided with a ten-week recommended schedule but have access to all course materials for an additional three months.
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Financial Derivatives (week 5)
Frank Partnoy, Infectious Greed: How Deceit and Risk Corrupted the Financial Markets (2009).
Frank Partnoy, Fiasco: The Inside Story of a Wall Street Trader (1999).
Ethics in Financial Lawyering (week 8)
Diana B. Henriques, The Wizard of Lies: Bernie Madoff and the Death of Trust (2017)