Card image cap

Finance 101 for In-House Counsel

Level: Advanced
Runtime: 58 minutes
Recorded Date: October 17, 2019
Click here to share this program
Printer-Friendly Version
Closed Caption


  • Financial Statements 101
    • Basics of Financial Statements
    • Financial and Accounting Terminology
  • How Does Finance Affect the GC Role
    • Needing a Working Knowledge
    • Contractual Impact
    • Working with the CFO
  • Compliance and Regulatory
    • Public Filings/Audited Financials
    • SEC
  • What Can Go Wrong?
  • Q & A
Runtime: 1 hour
Recorded: October 17, 2019


For any global organization, the integration of legal and finance departments is critical. While the CFO analyzes financial reports and the GC tends to address business and compliance issues - your ability to understand accounting and finance will better equip you to handle the business matters beyond compliance. The session will review the basics of corporate finance. You’ll also hear from in-house legal counsel how they interact with their accounting and finance team.

This program was recorded as part of ALM & Corporate Counsel's 2019 Women, Influence, and Power in Law Conference on October 17th, 2019.

Provided By

Card image cap Women, Influence & Power in Law Conference
Card image cap


Card image cap

Marianela Peralta

General Counsel & Corporate Secretary
Allegis Global Solutions, Inc.

Marianela Peralta is General Counsel and Corporate Secretary for Allegis Global Solutions ("AGS"), one of the Allegis Group's five operating companies. The Allegis Group is an $15B+ privately-held global human capital management and staffing company. It is headquartered in Hanover, Maryland with locations and operations around the world.

As Group General Counsel, Marianela leads and directs the management of all legal matters for AGS. This includes matters involving complex commercial contracts, employment, data privacy, HR, and other executive management matters. Marianela recently led the legal team’s creation of a new technology company and the creation of a Healthcare vertical. Prior to joining Allegis, Marianela was Associate General Counsel at Wal-Mart Stores, Inc. ("Walmart"). Ms. Peralta advised multiple Walmart business units including Global Sourcing, Global Shared Services and Global Business Processes on international employment matters related to employment and labor compliance, global mobility, corporate issues, business immigration, and workplace policies in the global arena. She also provided legal support to Walmart’s D&I team.

Before joining Walmart, Ms. Peralta served as Senior Counsel for employment matters at Hilton Worldwide, in McLean, VA. She previously served as a Shareholder in the D.C. office of Littler Mendelson, P.C. and for seven years as an Assistant United States Attorney in the U.S. Attorney's Office for the District of Columbia. Early in her career, Marianela was a law clerk for the Honorable Stephen G. Milliken of the D.C. Superior Court and is a trained mediator.

A graduate of Georgetown University's Edmund A. Walsh School of Foreign Service and the University of Pittsburgh School of Law, Ms. Peralta is a past-President of the Hispanic Bar Association of D.C., is active with the Hispanic National Bar Association and is a founding member the D.C. Diverse Partners Network. She was selected as the 2012 Latina Lawyer of the Year by the Hispanic National Bar Association and was featured by Hispanic Executive in its Summer 2014 edition.

For six years, Ms. Peralta sat on the board of directors of The National Aquarium in Baltimore. She has served on the boards of National Appleseed, is a Past Secretary and Board of Governor of the D.C. Bar and has served on the HNBA’s Latina Commission. She is married to Professor Edward J. McCormack and is the mother of two daughters, Nina (age 17) and Julia McCormack (15). In her copious free time, she can be found on the sidelines of lacrosse and soccer games and at crew races.

Card image cap

Caroline George

Senior Vice President & General Counsel
Crescent Hotels & Resorts

As General Counsel for Crescent Hotels & Resorts, Caroline George is responsible for various legal matters including labor and employment, contractual agreements, joint ventures and partnerships, franchising, and day-to-day legal concerns impacting Crescent’s hotels and its corporate operations.

In 2010, Ms. George developed Crescent’s legal department and interacts with all of Crescent’s various branches by providing guidance on contracts, risk management, and business development due diligence. In addition, she manages a wide range of property-level matters such as guests and/or contract disputes, legal communication, subpoenas, and demand letters.

Ms. George works closely with Crescent’s Human Resources by imparting legal guidance related to hiring, terminations, and general supervision of Crescent’s 8,000 associates. She directs collective bargaining negotiations and drafting of labor contracts, handles dispute resolutions including position statements, mediation statements, and settlement agreements, while managing all outside litigation. She has extensive experience drafting policies and procedures incorporated in Crescent’s employee handbook to ensure compliance with state and federal laws and regulations.

Finally, Ms. George supports the Crescent hotel portfolio and clients in matters relating to general legal issues, licenses, permits, franchise agreements, human resources laws and property-specific vendor contracts.

Card image cap

Antonia Chion

Associate Director and Co-Head of the Broker-Dealer Task Force

Antonia Chion is an Associate Director and co-head of the Broker-Dealer Task Force of the SEC’s Division of Enforcement, where she assists in planning and directing the Commission’s enforcement program.

Ms. Chion joined the Commission in 1988 and then served in several positions of increasing responsibility in the Enforcement program. During her tenure at the Commission, Ms. Chion has led significant investigations involving a broad array of subjects, including misconduct by regulated entities, market manipulation, financial fraud, violations of the FCPA, and insider trading. Last year Ms. Chion received the Distinguished Service Award, the SEC’s highest honorary award presented to long-time SEC employees who have made major contributions to the work of the Commission. In 2000 she received the Stanley Sporkin Award in recognition of outstanding contributions to the SEC's enforcement program. In subsequent years, she was a recipient of the Commission’s Law and Policy Award, Capital Markets Award, and the Chairman’s Award for Excellence.

Before joining the Commission, Ms. Chion was the Deputy Bureau Chief of the Narcotics Bureau in the Kings County District Attorney’s Office in Brooklyn, N.Y., where she previously served as a supervisor and trial assistant district attorney.

She received her A.B. from Tufts University and her J.D. from Georgetown University Law Center.

Card image cap

Susan Markel

Managing Director
AlixPartners, LLP

Susan oversees matters involving corporate financial reporting, regulatory investigations, whistle-blower actions, Foreign Corrupt Practices Act (FCPA) enforcement, and internal controls. Formerly at the US Securities and Exchange Commission (SEC), she served as chief accountant of the enforcement division.

She has a Bachelor of Science in accounting from the University of Akron, is a CPA and certified in financial forensics. Susan has received several awards including the SEC’s Distinguished Service Award in 2006 and The National Law Journal's 2014 "Governance, Risk and Compliance Trailblazer and Pioneer". She is a speaker nationally and internationally on public reporting and accounting related to financial fraud investigations and other enforcement actions involving the SEC and other government entities.

Card image cap

Similar Courses

Card image cap
97 minutes
26 Words that Created the Internet - Basics of the Communications Decency Act Section 230 Safe Harbor
This program will examine the basics of CDA 230 and its day to day affect for those who advise internet businesses as well as those who litigate against them. It will give practical guidance as to what extend internet companies can or should edit or censor the information their users contribute to their sites and to what extent those users will actually be liable.

New Media Rights


Add to Cart
Card image cap
76 minutes
360-Degree of Investigation - A Roundtable Discussion Regarding Investigations of Debtors and Recovery of Assets
This panel of lawyers and insolvency professionals with bankruptcy expertise will lead a roundtable discussion regarding investigation of debtors and recovering assets to enhance the value of a bankruptcy estate.

American Bankruptcy Institute


Add to Cart
Card image cap
63 minutes
360-Degree View on How to Navigate a Crisis
During this session, our panel of experts will explore the following topics to arm you with a plan to protect the company and minimize long-term problems: - Building a crisis management team and understanding each person’s unique role -Preparedness – advance planning and assessing potential risk areas - First Response – responding in the critical first hours and days to minimize the long-term impact - Resolution Strategy – managing various actions stemming from the crisis to enable the best resolution for the company.

Women, Influence & Power in Law Conference


Add to Cart
Card image cap
63 minutes
40 Years of Data: What the Data on the Industry Says About Its Future
For 40 years, The American Lawyer, its affiliate publications and ALM Intelligence’s Legal Compass have been collecting data on law firms, clients and providers. What does the data tell us about where the industry is headed? We will take a deep dive into our data and others’ to assess the state of the industry and its future.



Add to Cart
Previous Next