Josette Ferrer spoke at PLI’s “Pocket MBA 2019: Finance for Lawyers and Other Professionals” program in September 2019. The Pocket MBA program occurs over two days, and is specifically designed for non-accountants, in-house and law firm attorneys, and other professionals who work with financial information – with a goal to improve attendees’ understanding of business strategies, accounting fundamentals, and vocabulary used by management, investors, auditors, and bankers.

Josette collaborated with Paul Llewellyn, Partner at Lewis & Llewellyn LLP on “What is it Worth? Valuations”.

Josette and Paul covered the following during their session:

• Considerations for attorneys when engaging a valuation firm
• Key valuation philosophies – art vs. science and the importance of the “story” behind the numbers
• Foundations for a valuation engagement – what, when, and why
• Valuation analysis – process, approaches, and methodologies
• Review of a detailed case study

Click here for information on the 2019 Pocket MBA program.