Risk Realms in Valuation: Exploring Diverse Risk Concepts for Informed Analysis 2 Credits
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Dec 18, 2024 | 03:00 PM ET
In the ever-evolving realm of financial markets, valuation is a crucial element in the decision-making process for investors, analysts, and financial experts.
This engaging two-hour course delves into the intricate nature of risk, examining various risk concepts pivotal in facilitating informed analysis and decision-making, unraveling key concepts such as ERP (Equity Risk Premium), CRP (Country Risk Premium), SSRP (Size and Specific Risk Premium), IRP (Industry Risk Premium), DLOM (Discount for Lack of Marketability), and DLOC (Discount for Lack of Control).
By thoroughly examining methodologies and analytical strategies, the course sheds light on effective ways to incorporate risks into valuation processes. Participants will be led through insightful discussions, enhancing their ability to evaluate and apply these crucial risk factors with precision.
This CPE webinar weaves a tapestry of practical scenarios and applications, allowing participants to cultivate and refine their application of these risk concepts in real-world valuation contexts. Through hands-on engagement, the course aims to empower participants with the confidence and expertise to navigate the complexities of risk in valuation seamlessly, thereby strengthening the accuracy and integrity of their analyses.
Major Topics Covered:
Join this CPE Valuation Course and we will explore the intricate aspects of risk, gaining a nuanced understanding of how these diverse considerations significantly impact valuation outcomes.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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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.
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.
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.
RE
This an excellent course for understanding key risk concepts and applications. The instructor is very knowledgeable and this course is equivalent to a master level topic.
MK
Excellent -covered the risk components and provided some practical case studies.
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