A CPAs Guide to Due Diligence
Total Credits: 4 including 4 Business Management & Organization - Non-technical
- Average Rating:
- 4.5
- 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: 9
President
Thorsten Consulting Group, Inc.
James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, 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. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.
Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.
Jim is a seven-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 still plays “old boys” rugby.
Dates
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Mon, Feb 08, 2021 - 04:00pm to 07:44pm EST
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Wed, Feb 17, 2021 - 11:00am to 02:44pm EST
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Thu, Mar 11, 2021 - 12:00pm to 03:44pm EST
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Mon, Mar 22, 2021 - 10:00am to 01:44pm EDT
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Tue, Apr 06, 2021 - 07:00pm to 10:44pm EDT
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Tue, Apr 27, 2021 - 10:00am to 01:44pm EDT
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Mon, May 03, 2021 - 11:00am to 02:44pm EDT
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Fri, May 21, 2021 - 04:00pm to 07:44pm EDT
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Thu, Jun 03, 2021 - 12:00pm to 03:44pm EDT
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Mon, Jun 21, 2021 - 11:00am to 02:44pm EDT
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Mon, Jul 12, 2021 - 10:00am to 01:44pm EDT
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Wed, Jul 21, 2021 - 12:00pm to 03:44pm EDT
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Fri, Aug 20, 2021 - 02:00pm to 05:44pm EDT
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Tue, Aug 24, 2021 - 04:00pm to 07:44pm EDT
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Wed, Sep 08, 2021 - 11:00am to 02:44pm EDT
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Thu, Sep 23, 2021 - 07:00pm to 10:44pm EDT
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Fri, Oct 01, 2021 - 10:00am to 01:44pm EDT
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Mon, Oct 18, 2021 - 12:00pm to 03:44pm EDT
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Mon, Nov 01, 2021 - 02:00pm to 05:44pm EDT
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Tue, Nov 30, 2021 - 11:00am to 02:44pm EST
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Fri, Dec 03, 2021 - 04:00pm to 07:44pm EST
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Tue, Dec 21, 2021 - 10:00am to 01:44pm EST
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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: 4.5
Total Reviews: 130
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