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Live Webcast Replay

Mergers & Acquisitions: Tricks, Traps, & Terrors

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 hrs
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Welcome to a course that makes the process of M&A easy to understand and easy to implement within your organization or your clients' organization. The course will provide an intensive overview of the M&A process. Focus will be on practical techniques to guide you through the M&A jungle and avoid the traps that have befallen many organizations.

Basic Course Information

Learning Objectives
  • Mergers
  • Acquisitions

Major Subjects
  • Business Management
  • Organization

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related seminars and products


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.


Thu, May 13, 2021 - 09:00am to 12:50pm CDT
Mon, May 24, 2021 - 09:00am to 12:50pm CDT
Wed, Jun 09, 2021 - 09:00am to 12:50pm CDT
Fri, Jun 25, 2021 - 09:00am to 12:50pm CDT
Sat, Jul 10, 2021 - 09:00am to 12:50pm CDT
Thu, Jul 22, 2021 - 09:00am to 12:50pm CDT
Wed, Aug 18, 2021 - 09:00am to 12:50pm CDT
Mon, Aug 30, 2021 - 09:00am to 12:50pm CDT
Thu, Sep 16, 2021 - 09:00am to 12:50pm CDT
Sat, Sep 25, 2021 - 09:00am to 12:50pm CDT
Sat, Oct 16, 2021 - 09:00am to 12:50pm CDT
Wed, Oct 27, 2021 - 09:00am to 12:50pm CDT
Mon, Nov 08, 2021 - 09:00am to 12:50pm CST
Thu, Nov 18, 2021 - 09:00am to 12:50pm CST
Wed, Dec 08, 2021 - 09:00am to 12:50pm CST
Fri, Dec 17, 2021 - 09:00am to 12:50pm CST

Additional Info

Basic Course Information



Advanced Preparation


Course Developer

James T. Lindell

Designed For


Original Recording Date


Yellow Book


Date Added to Catalog


Additional Information

Instructional Delivery Method

Group Internet Based

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.5

Total Reviews: 35


Susan W

"Really good content"

Jeffrey P

"Pace of this class was great. Moved right along, but not too fast."

Lisa M - Honolulu, Hawaii

"Great course, easy to follow along. Instructor very clear and knowledgeable."

Chelsea L

"Very professional presentation. Explained things in several ways; shared stories, etc. Informative and clear."

Karen H - Bellevue, Washington

"Well paced presentation, speaker clearly has a lot of knowledge. "

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