Corporate Deals & Market Moves – Jan’25 0.5 Credit
Learning mode
Major corporate deals are reshaping the financial landscape, from HSBC’s retreat from Western investment banking to Blackstone’s $2 billion acquisition of Citrin Cooperman and Deloitte’s strategic SaaS expansion. But what do these deals signal for the future of finance, consulting, and accounting?
This CPE course will cover HSBC’s decision to scale back investment banking in the U.S. and Europe, marking a major strategic pivot towards Asia’s high-growth markets. Meanwhile, Blackstone’s acquisition of Citrin Cooperman highlights the rising influence of private equity in the accounting sector, bringing both opportunities and regulatory concerns. On the consulting front, Deloitte’s purchase of SimplrOps demonstrates how automation is revolutionizing enterprise solutions. As financial firms adapt to these trends, professionals must navigate evolving industry dynamics, changing business models, and potential ethical dilemmas. This course provides an in-depth analysis of these game-changing deals, exploring their long-term impact on financial services, consulting, and accounting.
Major Topics:
Join us to gain insights into corporate strategy shifts, investment trends, and technology’s growing role in reshaping industries. Stay ahead of the curve and understand how these developments could affect your career and business.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Finance for CPA in Canada | 0.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 0.5 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Mergers and acquisitions for Certified Valuation Analyst (CVA) | 0.5 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 0.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Mergers and acquisitions for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 0.5 CPE | Eligible |
| Corporate annual reports for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 0.5 CPE | Approved |
| Finance for CPA in Canada | 0.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 0.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 0.5 CPD | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 0.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 0.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 0.5 CPD | Eligible |
| Mergers and acquisitions for Certified Valuation Analyst (CVA) | 0.5 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 0.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 0.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 0.5 CPE | Eligible |
| Mergers and acquisitions for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 0.5 CPE | Eligible |
| Corporate annual reports for Certified FP&A Professional (FP&A) | 0.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 0.5 CPD | Eligible |
| Chartered Accountants - Scotland | 0.5 CPD | Eligible |
| CPA - Ireland | 0.5 CPD | Eligible |
Credits
0.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
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Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”
MYCPE ONE: A Comprehensive Ecosystem
MYCPE ONE was born out of Shawn's desire to help small and mid-sized firms compete with the Big 4 and larger firms. Over the years, the company has expanded its services far beyond staffing. MYCPE ONE now provides:
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Today, MYCPE ONE partners with 100 out of the top 500 US Accounting Firms, serves 3,000+ accounting and CPA firms and supports a workforce of over 3,000 accounting experts. The company has also assisted over 200 CFOs and businesses in achieving their strategic goals.
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Shawn actively participates in accounting forums and events, sharing his expertise on topics like offshoring, practice management, CAAS, pricing strategies, and technology integration. His forward-thinking approaches include:
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Shawn admires businesses that empower micro-entrepreneurs, like Uber, Airbnb, and Urban Company and draws inspiration from their innovative ecosystems. His focus remains steadfast on creating opportunities for small and mid-sized firms, enabling them to thrive in an increasingly competitive landscape.
Through MYCPE ONE, Shawn is not just solving challenges; he’s redefining how accounting firms operate, scale, and succeed globally.
Director of Client Relations and Business Development at MYCPE ONE Chris is a dynamic leader in driving business growth, fostering client relationships, and advancing industry practices.
Chris is also a sought-after speaker and has represented MYCPE ONE at major accounting conferences and networking events. His thought leadership in array of
Chris has dedicated his career to empowering CPAs and accounting firms with innovative strategies and solutions for remote working and offshore staffing. His expertise in sales, training, coaching, and mentoring with a competitive spirit that drives exceptional results.
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MYCPE ONE has achieved several milestones under Chris's leadership, including:
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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