September Lunch & Learn

September 27, 2018
11:30 AM - 1:00 PM
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The Headliners Club- 20th Floor
Chase Tower- 221 W. 6th Street
Austin, TX 78701

Law Firm Financial Reporting 101:  Understanding the Fundamentals to Making an Impact

Speaker: Joel Ferguson

Law firms, indeed all business organizations, rely on timely and accurate financial information for firm management, partner compensation, tax reporting and meeting compliance requirements.  The responsibility for fulfilling those needs generally falls on firm administrative team members, with varying levels of experience in finance and accounting.  It is important that responsible administrators have an understanding of not only the fundamental, conventional approach to law firm financial reporting, but also to become familiar with the variety of reporting approaches that can provide crucial planning and decision-making information to firm leadership.

In this session, we will review the makeup and use of the 3 basic financial statements, then look at a number of additional reports that provide meaningful financial information, useful in assessing firm performance, improving decision-making and anticipating – and responding to – future financial challenges.  This interactive session will be of value to law firm administrators regardless of experience in accounting and financial reporting.

A seasoned business leader and former practicing CPA, Joel has a broad background in all aspects of business operations and management.  Joel has over 40 years of business experience, having served as Managing Partner of the Houston office of Pannell Kerr Forster, an international CPA and consulting firm; as President and CFO of Cordúa Restaurants, an award-winning independent restaurant chain; certified mediator and arbitrator in business, community, and family disputes; experienced trainer and group facilitator in organizational effectiveness, coaching and communications.  He recently served as Executive Vice President of Austin Recovery and The Council on Recovery, two leading not-for-profit agencies devoted to helping all those who suffer from the adverse effects of drugs and alcohol.  He is the founder of a consulting firm specializing in organizational strategy, team facilitation and individual coaching, serving clients in Central Texas and the Gulf Coast.

Joel is a graduate of Rice University and its Jones Graduate School of Business, with degrees in Economics, Management and Accounting. Joel was an adjunct faculty member at Rice University and is a Senior Fellow and former Board member with the American Leadership Forum.

Please also join us as we draw for the 2018 West Regional Legal Management Conference in the September!

4 Drawings for 40 Years of Volunteers

Current volunteers for committee members will honored & have an opportunity to win.

1 Drawing for #alaregionalaustin

Each new place of recommendation you post on social media enters you and other tagged members into the drawing.

Our business partner sponsors for this month's luncheon are

Important Reminders About Parking

Option 1:  Park in the Chase Tower Building Garage at 221 W. 6th Street.  Be sure to either stamp your parking ticket or pick up a discount ticket at the meeting to receive the $5.00 discounted parking rate when you exit the garage.

Option 2:  If the Garage is full, the Headliners Club offers a discounted parking rate of $5 at the parking lot at 600 Guadalupe Street (Lot P3010 which is connected to the Extended Stay America Hotel).

Instructions for Using Discounted Rate

  • Enter lot from either Guadalupe Street or San Antonio Street
  • Park in any unmarked space and immediately head over to the Pay Machine
  • Enter license plate into Pay Machine
  • Choose the rate named "Headliners 3Hr"
  • Enter passcode: HC1955
  • Pay $5.00 (Pay Machine accepts cash or credit)




$30.00 Member Ticket

$40.00 Non-Member