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
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.
Imtiaz Munshi is a Certified Public Accountant with over 33 years of experience working with small- and medium-sized businesses and accounting firms. Munshi is highly experienced in M&A, sales and acquisitions of businesses, strategic planning and transaction structuring.
Founder and CFO of Azstec, A tech company develops document encryption products in data security.
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