Pelham Associates Inc. | Programs

Understand commonly quoted financial terms
Understand and interpret financial statements
Understand the relationship of the customer's financial concerns to the customer's bottom line
Understand business purpose behind business combinations including joint ventures, merger and acquisitions.

Design Approach
Pelham Associates has been recognized for our customized program development and effective learning techniques in the areas of Finance, Accounting and Financial Statement Analysis.

We will work together with your Law Firm to develop and design a program that will successfully meet the objectives set forth by you and your colleagues.

Design Methodology
The program is designed to meet specific organizational and individual needs utilizing both theoretical and experiential learning practices.

Using case studies and participant's comments, the programs provide each participant with the critical tools and financial knowledge needed to become more effective attorneys. This is accomplished through enhancing the participant's understanding of their client's financials and the implications these financials have on their client's bottom line.

Course Materials
We can provide either standard materials or customized materials that focus on issues relevant to your particular needs.

Teaching Methodology
We combine lecture/discussion material with case exercises developed from actual annual reports and other financial data. The lecture material will be tightly integrated so that the individual sessions relate to one another and follow a consistent theme.

After each session, a group problem will be assigned using actual financial statements. The purpose of the group assignment is to bring closure to the topics learned and to provide practice in analysis.

Suggested Session Topics
In consultation with your team, we will design and develop the actual exercises and materials to be taught and used in the sessions. We suggest the time and content of the sessions as follows:

Tier 1
An explanation of financial statements, the line items and important links for service, manufacturing and retail companies. This session includes a mixture of finance, financial ratios and basic understanding of financial statements.

Tier 2
A more in-depth explanation of the financial statements including common ratios and their interpretation. During this session, we will analyze profitability and cash flows.

Tier 3
This session will discuss the financial implications for business combinations Ð joint ventures, mergers and acquisitions.

Session Scheduling
We recommend a one-day off-site session for each tier.

Alternatively, we can offer a one-day on-site session for each tier. While this is less expensive, in our experience, there are greater distractions for the participants that can hinder learning.

In either case, it amounts to three full-day sessions. If one-day sessions are not practical or feasible, then you might consider three, two-hour evening sessions for each tier. In this case, it amounts to nine, two-hour sessions.

There is no limit to the number of participants. However, the most effective class consists of 15-25 participants.