Blank Rome associates Melanie L. Lee and Stephanie N. Terinoni will serve as speakers for National Business Institute’s (“NBI”) Understanding Business, Tax, and Accounting Records, being held Tuesday, February 10, 2026, from 10:00 a.m. to 5:00 p.m. EST, as a live, multi-session webinar.
ABOUT THE PROGRAM
it's inevitable: sooner or later your practice will touch business records, whether it’s a tax return, payroll report, or contract. This course gives lawyers the financial fluency to spot red flags, question experts, and use business records effectively in both deals and disputes. Topics include:
- Build fluency in core financial records and accounting principles.
- Read and interpret tax records, including depreciation, expenses, and record retention.
- Spot compliance issues, hidden liabilities, and gaps in payroll and HR documents.
- Analyze internal business records to detect potential red flags in day-to-day operations.
- Perfect your use of business and financial records in court.
- Maximize the value of expert testimony and avoid being blindsided by opposing experts.
ABOUT MELANIE AND STEPHANIE’S SESSIONS
Internal Financial Reports, Analyses, and Correspondence
12:45–1:30 p.m. EST
- Meeting Minutes
- Internal Reports and Analyses
- Internal Emails, Chats, and Workflows
Business Records in Litigation
3:30–4:15 p.m. EST
- FRE Exception
- Self-Authentication
- Discovery Requests
Other sessions include:
- Accounting Ledgers, Inventory, and Financial Statements
- HR and Payroll Records and Apps
- Reading Tax Records
- AI-Assisted Analysis of Business Records
- Contracts and Other Legal Documents
- Working with Experts
CLE credit is available.
For more information and to register, please visit the event webpage.
