ComplianceOnline

Preparing and Reporting on Personal Financial Statements

Instructor: Candace Leuck
Product ID: 704866
  • Duration: 120 Min

recorded version

$229.00
1x Person - Unlimited viewing for 6 Months
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Recorded Link and Ref. material will be available in My CO Section

Training CD

$299.00
One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

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Fax: +1-650-963-2556

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Read Frequently Asked Questions

This webinar training will explain the process of preparing and reporting personal financial statements. The Instructor will discuss the key steps and authoritative guidance related to personal financial statements and how to interpret the guidance.


"Preparing and Reporting on Personal Financial Statements" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 2 CPE credit up on full completion of the course.

Why Should You Attend:

Personal financial statements are prepared for individuals either to formally organize and plan their financial affairs in general or for specific purposes, such as obtaining credit, income tax planning, retirement planning, gift and estate planning, or public disclosure of their financial affairs.

Attend this training and learn about the authoritative guidance related to personal financial statements and how to interpret the guidance. Practitioners will benefit from this webcast’s comprehensive guidance on preparing and reporting on personal financial statements.

Learning Objectives:

  • Recognize the source of authoritative guidance for personal financial statements
  • Recognize how to prepare personal financial statements
  • Determine the proper disclosures for personal financial statements
  • Understand the concept of “estimated current value”
  • Understand the reporting requirements related to personal financial statements

Areas Covered in the Webinar:

  • Personal financial statement presentation issues
  • Use of estimated current value
  • Tax calculation and presentation on personal financial statements
  • Compilation of personal financial statements

Who Will Benefit:

  • Directors and board members
  • Attorneys involved in financial litigation
  • Insurance claims adjusters
  • Internal auditors
  • External auditors
  • Government (state and local) financial investigators
  • Lending officers
  • Financial institution compliance personnel
  • Credit and collection department personnel
  • Merger and acquisition personnel
  • Tax Managers
  • CFOs
  • Controllers
  • Accounting Managers
  • Auditors
  • Compliance Managers
  • Risk Managers
  • Investors and their brokers, money managers, etc.
Instructor Profile:
Candace Leuck

Candace Leuck
Owner, Athena Finance Group Inc

Candace Leuck began her professional career with Ernst & Young and has audit experience in various industries including manufacturers, automobile dealerships and securities brokers. She earned her Masters of Professional Accountancy from Clemson University and has held Certified Public Accountant designations in both South and North Carolina.

Ms. Leuck has been giving presentations, seminars, and webinars to audiences for over 30 years as well as teaching in university classrooms. She has been in consulting practice for the past ten years, specializing in new business formation, cash flow excellence, bankruptcy policy and proceedings and lean environment consultations.

In addition to her professional activities, she has served various philanthropic organizations; most recently on the Board of Directors of Girls Scouts, Cookie Project Honduras, Clemson Wesley Group and Clemson Club Sports.

We are registered with and adhere to the Statement on Standards for Continuing Professional Education programs of the National Registry of CPE Sponsors. Our registration number is 109066. Please check with the governing body of your license and state for specific CPE requirements. Grievances may be forwarded to the company at 650 620 3961. Grievances may also be forwarded to the National Registry of CPE Sponsors-NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, 615-880-4200, www.learningmarket.org, e-mail cpe@nasba.org.


Field of Study Minutes CPE
Accounting 100 2
Total Duration - 100 Min Total Credits - 2

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