Skip to main content
 This program is not active.
Live Webcast Replay

A CPAs Guide to Due Diligence


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

Average Rating:
   179
Categories:
ACPEN Industry Institute |  Industry
Speaker:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Basic
Duration:
4 Hours
Product Type:
Live Webcast Replay
License:

Dates


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

Speaker

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

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products

President

Thorsten Consulting Group, Inc.


Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.


Additional Info

Basic Course Information

Prerequisites None
Advanced 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

5
4
3
2
1

Overall:      4.6

Total Reviews: 179

Comments

Robert P

"Dynamic speaker. "

Alynn P

"Nicely done."

Donald S - Conroe, Texas

"Excellent organization and content. Thanks"

Jeffrey P

"Excellent course - good details on the subject - moved at a good pace."

Matthew P

"Thank you"

Lisa M - Honolulu, Hawaii

"This was very informative with great info. Speaker is engaging and very knowledgeable. "

Timothy M. J - Kalispell, Montana

" "

Daniel S

" "

Suzanne F

"Enjoyed the thoroughness and examples throughout. Thanks for a most helpful class. "

Carson C

"Great as is!"