myCPE

Capital Concepts Decoded: Exploring Revolvers, Roll-over Equity, and Beyond 2 Credits

Apr 17, 2025, 09:00 AM ET

Capital Concepts Decoded: Exploring Revolvers, Roll-over Equity, and Beyond 2 Credits

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

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Apr 17, 2025, 09:00 AM ET

Learning Objectives

  • To explain the core concepts and functionalities of revolvers, roll-over equity, sponsor capital, and other capital tranches.
  • To know how to strategically utilize and manage various forms of capital to optimize financial performance and sustainability.
  • To explore practical considerations and strategies in the application of different capital concepts within financial planning and investment.
  • To engage in practical scenarios and case studies to enhance understanding and application of diverse capital concepts in real-world situations.

Course Overview

Uncover the complexities and strategic potentials of diverse capital concepts in this detailed two-hour presentation. This meticulously designed course aims to unveil the functionalities and strategic implications of various capital tranches, including revolvers, roll-over equity, and sponsor capital.

In this CPE Finance webinar, participants will embark on a guided exploration of each concept, acquiring the knowledge essential for strategically applying these forms of capital to optimize organizational financial structures and investment portfolios. This course will seamlessly weave in practical considerations such as compliance, risk management, and market dynamics, ensuring a comprehensive understanding and a pragmatic approach to effectively managing these capital elements.

To cultivate an environment of applied learning, the presentation will feature practical scenarios and case studies, encouraging participants to immerse themselves in real-world applications and engage in strategic decision-making processes. This immersive approach is tailored to enhance participants' confidence and competence in navigating the multifaceted realm of capital concepts with strategic precision and insight. 

Major Topics Covered: 

  • Introduction to Capital Structure
  • Dive into Revolvers
  • Exploring Roll-over Equity
  • Understanding Sponsor Capital
  • Other Tranches of Capital: Analysis and Case Studies

Through the expert guidance of Gregory Holzel, join us for a transformative learning experience that equips you to navigate the complexities of capital with strategic acumen.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Finance for CPA in Canada 2.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2.5 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2.5 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2.5 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
Chartered Accountants - Scotland 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

About Instructor

Gregory Holzel

Gregory Holzel , CPA, MBA

Owner, GT Financials PLLC

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

On Demand FAQs

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.

How are credits reported to governing bodies?

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 – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.

How are credits reported to governing bodies?

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 – the fastest in the industry.

Reviews and Ratings

out of 5

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MH

Molly Henlein, CPA (US)

5

Content was a great refresher on a topic I haven't explored in a few years!

LC

Lloyd Cross, CPA (US)

5

Not much new to me, but a lot of food for thought. Glad I watched this.

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