CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Financing Strategies: Capitalizing to Maximize Return

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Financing Strategies: Capitalizing to Maximize Return

1.5 Credits

$15

Subject Area

Finance

Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 PL credit for Chartered Financial Analyst (CFAs)

1.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Oct 20, 2021 | 09:00 AM EDT View Details

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QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

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Oct 20, 2021 | 10:00 AM EDT View Details

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Oct 20, 2021 | 10:00 AM EDT View Details

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Proper Preparation Submission & Negotiation - Offers in compromise(OIC)

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Powerful PowerPoint Presentations

Oct 20, 2021 | 10:00 AM EDT View Details

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Adding Value to Retirement Plan Audits through Plan Governance: Overview

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This Course is Also Available in Self Study (On-Demand)

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Course Description

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:

  • Objectives and needs for capital
  • Supplier Credit
  • Debt financing
  • Mezzanine Financing
  • Equity Financing
  • Case study in Financing Strategy

Learning Objectives

  • To recognize and identify the needs and objectives for capital
  • To discover the financing lifecycle and recognize where a company is within the financing lifecycle
  • To identify the short-term, semi-permanent, and permanent sources of capital
  • To explore the various sources of debt financing
  • To recognize common terms and structures used in financing arrangements
  • To discover mezzanine financing and recognize unique features of these instruments
  • To explore the different sources of equity financing including venture capital, private equity, and initial public offerings

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Business Student
  • CEO
  • Certified Valuation Analysts
  • CFO/Controller
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Finance Pros
  • Young CPA

Testimonial

3.5

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