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Financing Strategies: Capitalizing Your Business to Maximize Return

  • CPA (CA)
  • CMA
  • CPA (US)

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • 7 reasons we need capital
    3 mins
  • Less financeable
    14 mins
  • Financing Strategies: Capitalizing Your Business to Maximize Return
    21 mins
  • Who should have low debt?
    37 mins
  • Sectors of Venture Capital
    48 mins
  • Capitalization Table
    68 mins

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


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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

Recommended For

  • This CPE course is great CPA, CMA, CEO, CFO, Business owners and for anyone working in finance or advising clients on how companies should structure their financing.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

Blair Cook, CPA (US), CA-UK, MBA

Partner Executive Finance Partner Inc.

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.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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