A CPAs Guide to Due Diligence
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 4.6
- Category:
- ACPEN Industry Institute | Industry
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Basic
- Duration:
- 4 Hours
- License:
- Access for 30 day(s) after program date.
Description
A CFO or Controller never knows when they will be thrown into the M&A process. This course will make the Due Diligence component of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide a brief overview of the M&A process. Focus will then be placed on understanding and conducting the due diligence that is required. Whether your organization is acquiring or being acquired, you will learn practical techniques to conduct Due Diligence.
Basic Course Information
Learning Objectives- Understand the M&A process from start to finish
- Learn the purposes of the Due Diligence process
- Learn to identify areas or items that impact the organization value
- Understand Due Diligence well enough so that you could lead a due diligence team
Major Subjects
- Due Diligence
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| A CPAs Guide Slides (4.02 MB) | 78 Pages | Available after Purchase | |
| A CPAs Guide to Due Diligence_Q&A (13 KB) | Available after Purchase |
Faculty
James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products
President
Thorsten Consulting Group, Inc.
James (Jimmy) T. Lindell is President of Thorsten Consulting Group, which provides strategic and financial consulting, professional speaking, training, and executive coaching. Jim has extensive senior management experience, including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with various industries, including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.
Jim is a CPA with public accounting experience at several local and regional accounting firms and received the Certified Speaking Professional designation from the National Speakers Association. He is a Vistage Chairman and responsible for two CEO groups in the Milwaukee area. He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a National Speakers Association member.
Jim is the author of Controller as Business Manager (Published by the AICPA and Wiley) and author of the AICPA courses: Annual Update for Controllers (Best Seller), Analytics and Big Data for Accountants, and many other courses on financial leadership.
Jim is a ten-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and is contemplating if he should foolishly play another “old boys” rugby game.
Dates
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Fri, May 21, 2021 - 03:00pm to 06:44pm CDT
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Thu, Jun 03, 2021 - 11:00am to 02:44pm CDT
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Mon, Jun 21, 2021 - 10:00am to 01:44pm CDT
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Mon, Jul 12, 2021 - 09:00am to 12:44pm CDT
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Wed, Jul 21, 2021 - 11:00am to 02:44pm CDT
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Fri, Aug 20, 2021 - 01:00pm to 04:44pm CDT
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Tue, Aug 24, 2021 - 03:00pm to 06:44pm CDT
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Wed, Sep 08, 2021 - 10:00am to 01:44pm CDT
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Thu, Sep 23, 2021 - 06:00pm to 09:44pm CDT
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Fri, Oct 01, 2021 - 09:00am to 12:44pm CDT
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Mon, Oct 18, 2021 - 11:00am to 02:44pm CDT
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Mon, Nov 01, 2021 - 01:00pm to 04:44pm CDT
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Tue, Nov 30, 2021 - 10:00am to 01:44pm CST
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Fri, Dec 03, 2021 - 03:00pm to 06:44pm CST
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Tue, Dec 21, 2021 - 09:00am to 12:44pm CST
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs in public practice & industry
Original Recording Date 02/08/2018
Yellow Book No
Course Developer James T. Lindell
Date Added to Catalog 02/03/2018
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. 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 through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Reviews
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Overall: 4.6
Total Reviews: 152
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