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Finance for Non-Finance Legal Professionals Certificate

Gain a Strong Finance Foundation

Strengthen critical skills and empower yourself with our tailored finance certificate program—a new benefit for INTA members.

We developed this training program to help you overcome your financial fears, deepen your understanding of the basics, and become an indispensable partner to your finance team.

The curriculum focuses on broad concepts and is not jurisdiction-specific—providing critical foundational information on the topic of finance for all IP professionals and students.

This program is designed by finance professionals and active members of INTA in collaboration with members of the 2022-2023 Commercialization of Brands Committee.

This training is intended for professional development only, and is not intended to replace the services of finance professionals.

Enroll Now!

Curriculum

Chapter 1: Excel for Financial Analysis

Chapter 2: Financial Statements

What are the major types of financial statements
What are the differences between these types of financial statements (Profit and Loss/(P&L), Balance Sheet (B/S, Cash Flow Statement and more)
What are the terms used on financial statements (liability, amortization, revenue, expense, earnings before interest, taxes, depreciation, and amortization (EBITDA), etc.)
Where to find IP-relevant information on the financial statements

Chapter 3: Benchmarking and Financial Analysis

Chapter 4: Time Value of Money

Chapter 5: Brand and IP Valuation

Know the basics of valuation, including awareness of brand and IP valuation standards
Understand the differences between the standard valuation approaches and how each approach is applied in the valuation of Brands and IP
Understand critical considerations for forecasting future benefits
Know the basics of common IP valuation approaches (RfR and Excess Earnings)
Be aware of common mistakes in valuation

Chapter 6: Acquisition and Financing

Chapter 7: The Financial Aspects of Licensing

Chapter 8: Tax, Financial Reporting

Chapter 9: Trademark Damages

Chapter 10: Budgeting for Law Departments & Law Firms

1. Accelerate Career Development

This certificate program helps legal professionals to distinguish themselves, remain at the top of their profession, and add value to their role by giving them a stronger grasp of key finance concepts.

2. Learn or Advance Your Dynamic Skills

Legal professionals will gain key skills for management for example department budgeting in a law firm or corporation, as well as enhanced capabilities in utilizing Microsoft Excel.

3. Sharpen Substantive IP Expertise

This certificate program includes a chapter on licensing with a focus on the financial aspects of commercializing brands and a chapter dedicated to key concepts relating to damages.

4. Build Stronger Collaboration with Finance Professionals

By helping legal professionals understand finance concepts and tools, this certificate program will facilitate more robust interactions and collaboration with finance professionals in all aspects of the business of brands.

5. Earn CLE Credits

INTA will apply for CLE credits in select jurisdictions for Chapter 5: Brand and IP Valuation, Chapter 7: The Financial Aspects of Licensing, Chapter 9: Trademark Damages, and Chapter 10: Leading with Cents: Budgeting for Law Departments and Law Firms.

The program consists of ten chapters that include pre-recorded videos in addition to quizzes, Excel spreadsheet exercises, and reading materials with which students can dive deeper and practice the materials.

To receive a certificate and badge, students must complete all the chapter quizzes and a final exam with a minimum of 75 percent of questions correctly answered.

Please note that if you decide to apply for Continuing Legal Education for select chapters, you must finish the certificate program within a year of starting.

Pricing All prices reflect United States Dollars (USD)

Member	$300
Emeritus Member	$250
Government Member	$250
Nonprofit Member	$250
University Member	$200
Professor Member	$200
Student Member	$200
Non-Member	$500

All participants will receive a digital certificate and digital badge upon successful completion of the curriculum.

Please note all purchases are considered final. No substitutions are allowed. All INTA members in good standing are eligible to take the course. Learn more about INTA membership.

Questions? Please contact us.

Advisory Group

Brian Buss

CBIZ FCG Intellectual Property Consulting

San Diego, California, USA

Brian Daniel

Charles River Associates, Inc.

Chicago, Illinois, USA

Debra Hughes

Blue Cross Blue Shield Association

Chicago, Illinois, USA

Alicia Lloreda

Lloreda , Camacho and Co.

Bogotá, Colombia

Instructors

Dilina Abudurexiti, Keystone Strategy, LLC
Barbara Berdou, Berdou Attorneys
Crispin Ferris, Keystone Strategy, LLC
Krista Holt, Econ One Research
Sydney House, Keystone Strategy, LLC
Cheryl Kessler, CBIZ Forensic Consulting Group
Marc A. Lieberstein, Kilpatrick Townsend LLP
Trevor Longchamps, International Trademark Association
Jeff Marowits, Keystone Strategy, LLC
Daniil Pak, Keystone Strategy, LLC