Detailed Program Curriculum

Sessions will be taught by faculty from Willamette University's Atkinson Graduate School of Management and College of Law and industry practitioners.  Sessions will be highly interactive, using business decision cases to illustrate concepts and sharpen leadership skills.  Participants have the opportunity to exchange experiences with each other and view their roles in a new context. The program has historically been approved for 24 Oregon CLEs (18 general and 6 practice skills) and 23.5 Washington CLEs - 2015 CLE approval is pending.

Day One: Your Leadership Goals

More information to come. 

Day Two: Strategy and Project Management

8:30am-9:50am: Understanding Business and Legal Strategies
9:50am-10:00am: BREAK
10:00am-11:10am: Distinguishing Legal versus Business Risk
  • Help manage risk through the lens of your company's business model
  • Ask key questions from the point of view of business managers and from the point of view of in-house counsel
11:10am-11:20am: BREAK
  • Disguised case "Legal advice in a start-up's interactions with 3rd parties"
  • Framing legal advice to add value
  • Providing legal advice in the context of the business strategy
  • Managing risk through the lens of the company's business model and culture
12:30pm-1:30pm: LUNCH
1:30pm-2:50pm: Project and Program Management
  • Managing projects within the Legal Department
  • Supporting projects run by others (in your company or by external counsel)
2:50pm-3:00pm: BREAK
3:00pm-3:50pm: Managing issues and risks in the context of projects (key questions)
3:50pm-4:00pm: BREAK
4:00pm-4:45pm: Change and Transition Management
4:45pm-5:00pm: Wrapping It All Up

Facilitator(s): Donald Nagle

Day Three: Legal Advice and Financial Reporting

9:00am-9:10am: Welcome and Introduction
9:10am-10:25am: How the balance sheet, the income statement and the statement of cash flows describe an organization
  • From transactions to financials, what each tells and how/where basic transactions and items are reflected in the financial statements
10:25am-10:35am: BREAK
10:35am-11:50am: Interpreting the balance sheet
  • Structure, key terms and indicators
11:50am-12:50pm: LUNCH
12:50pm-2:05pm: Interpreting the statement of income
  • Structure, key terms (margins, EBIT< EBITDA, net income, EPS, market cap) and indicators (margins and efficiency)
2:05pm-2:15pm: BREAK
2:15pm-3:30pm: Interpreting the cash flow statement
3:30pm-3:40pm: BREAK
3:40pm-4:55pm: How management decisions, reporting and governance intersect with law
  • How is financial information used?
  • Internal uses (P&L, bonuses, budgets)
  • External uses (reports to stakeholders)
  • GAAP, 10-K overview

Facilitator(s): Nicole Thibodeau, Assistant Professor of Accounting

Day Four: Financial Reporting (cont.) 

9:00am-9:10pm: Learning objectives and review
9:10am-10:25am: The accounting and financial reporting environment
  • 10-K: components (identification, risk, mergers and acquisitions), management responsibilities, financial statements with footnotes, auditor reports, 10Qs, SoX, executive certifications
10:25am-10:35am: BREAK
10:35am-11:25am: Using accounting information to identify risks and to protect and enable
  • Contingent losses and commitments
  • Debt, equity and hybrid instruments

11:25am-11:35am: BREAK

11:35am-12:30pm: Additional topics in finance and accounting

  • Incentive compensation (income-based, equity, restricted equity, stock options and taxes, cashflows) and contracting
  • Mergers and acquisitions: valuations, purchase price allocation, goodwill, form of payment
12:30pm-1:30pm: LUNCH
1:30pm-4:30pm: More information to come

Facilitator(s): Nicole Thibodeau, Assistant Professor of Accounting