Preparing and Reporting on Personal Financial Statements


Instructor: Candace Leuck
Product ID: 704866

  • Duration: 120 Min
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.
Last Recorded Date: Nov-2016


$25.00 $229.00 (89%)SAVE: $204.00
1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
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$149.00 $299.00 (50%)SAVE: $150.00
1 USB is for usage in one location only. info CD/USB and Ref. material will be shipped within 15 business days
(For multiple locations contact Customer Care)



Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

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,, e-mail [email protected].

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

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




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