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Short, practical videos with quizzes and summaries.

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still frame from Document Review and Production 14 min

Document Review and Production

An overview of how to conduct a document review, including an explanation of the various purposes and goals and how a review might be structured. Also includes an introduction to producing documents and drafting production cover letters.

still frame from Principal Repayments 7 min

Principal Repayments

An overview of loan repayments, including a discussion of amortization, balloon payments, voluntary vs. mandatory prepayments, and prepayment penalties.

still frame from Cash Flow Statements 11 min

Cash Flow Statements

Cash flow is fundamental to a company’s ability to stay in business. This course explains cash flow statements and how they’re used to track cash from a company’s operating, investing and financing activities.

still frame from Custodian Banks 5 min

Custodian Banks

An overview of the custodian banking industry, including a description of custodian banks’ core trust, fiduciary, and financial and commodity market services, the types of customers that use custodian banks, the major custodian banks, and how they earn revenue.

Tracks

Curated course lists for self-paced learning, with CLE available in most MCLE states.

See all 62
still frame from 5 Things to Learn from a Company's Annual Report and Financials 1 hr 13 min

Financial Reporting and Accounting

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.

CLE Available
still frame from Prepping for Expert Direct 1 hr 37 min

Working with Experts

Tips and strategies for working effectively with experts on your case. Covers how to prepare for direct of your expert, prepare your expert for cross, and conduct cross examination of the other side’s expert. Gives tips for maximizing your expert’s performance and steering clear of mistakes. Also discusses tricky ethical areas like privilege over communications and draft reports, as well as how to choose the right expert in the first place.

CLE Available
still frame from Drafting a Deposition Outline 1 hr 7 min

Taking a Deposition

The basics of taking a deposition. This track includes how to notice or subpoena a deposition, draft a deposition outline, and select documents to use in the deposition; plus effective questioning techniques and strategies for dealing with a difficult witness or opposing counsel.

CLE Available