Financing Strategies: Capitalizing Your Business to Maximize Return 1.5 Credits
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Over the past 15 years, privately held businesses generated nearly two-thirds of the net job growth in the United States, yet much of what scholars know regarding the capitalization challenges faced by businesses is limited to data from few large corporations.
Ineffective capitalization strategies coupled with a limited understanding of funding options frequently results in unsustainable business practices
In this online CPE course, you are going to learn about the financing strategies for your business throughout its lifecycle. You will learn about all the various debt and equity financing arrangements at an application-based level.
In the debt sections of the course, you will learn about how operating lines of credit works and what to watch out for. The speaker Blair Cook will also talk about asset-based lending facilities, term loans, and leasing. Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the continuing education course, you will learn about venture capital, private equity, and the process of going public.
Major topics covered in this Finance CPE webinar:
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| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Financial Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 1.5 CE | Eligible |
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader. His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned. He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.
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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.
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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.
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.
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.
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