Business Valuation Fundamentals for CPAs
A Five-Part Webinar Series
Program Focus
The competitive nature of today's business climate, combined with the expanding needs of business enterprise, place upon the CPA daunting challenges to provide the best tax, accounting, and advisory services possible--a challenging task to say the least. Today's CPA must wear multiple hats, and even if one's focus is purely tax, accounting, or both, business owners expect their CPA to counsel them on how to improve performance by shaving costs, increasing revenues, and growing company value. Nowadays, it is common knowledge that the most substantial asset in a business owner's portfolio is likely the business itself. And it stands to reason that growing its value translates into a more comfortable retirement. Thus, every CPA should have basic training in the fundamentals of valuing business enterprises. Even if you don't intend to specialize in this area, this training is crucial to being a solid and valued business advisor.
This webinar series does not replace any of the requirements for achieving the Certified Valuation Analyst (CVA) or Accredited Valuation Analyst (AVA) credential. It will however enhance preparation for any valuation credential.
July 31, 2008--Part One: Introduction to Business Valuation and Understanding the Engagement
August 6, 2008--Part Two: Financial Statement Analysis--Getting the Story Behind the Numbers
August 14, 2008--Part Three: Valuation Approaches--The Nuts and Bolts
August 19, 2008--Part Four: Understanding Discounts and Premiums--Plusses and Minuses of Value
August 27, 2008--Part Five: Valuation Applications to Meet the Needs of Your Clients
Time
11:00 A.M.-1:00 P.M., pacific daylight time
12:00-2:00 P.M., mountain daylight time
1:00-3:00 P.M., central daylight time
2:00-4:00 P.M., eastern daylight time
What You Will Learn
The "Business Valuation Fundamentals for CPAs" webinar series is designed to teach attendees how to value a business enterprise from the beginning through to the end of the process. Particular emphasis is given to the cornerstones of the analysis process that are analogous to the drivers of company value. With this training, attendees will know right where to look when advising clients on how to go about improving profit margins and growing company value. In addition, attendees will acquire a new consulting service that, when opportunity knocks, they can feel comfortable offering as an advisor. Attendees will gain insight to recognize that valuations are often very complex, warranting the skills of an experienced practitioner.
“The open discussions amongst instructors and participants, the use of real world experiences and the instructors’ interjection of personal experiences into the presentation were very helpful.”
--Keith Crass, CPA, CVA, Crass & Smith, PA – Hot Springs, AR
“The instructor was very good and gave excellent examples to explain points. He did a good job of reviewing the fundamentals.”
--Bill Pfaffman, III, CPA, CVA, Auto Investment, Inc. – Birmingham, AL
Who Should Attend
The ideal candidates for this course are CPAs, PAs, CFOs, business consultants, attorneys, and bankers. Advisors to businesses who have a background in accounting and finance will also benefit greatly.
Presenters
CPE Credits
| Program Level: Basic |
Delivery Method: Group-Internet-Based |
| Prerequisites: None |
CPE Credits: Two (2) hours per webinar; Ten (10) hours for all five |
| Advanced Preparation: None |
Fields of study: Specialized Knowledge & Applications |
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The National Association of Certified Valuation Analysts 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org |
Registration is on a per-person basis and allows access to one phone line. For an additional fee, others from the same office may attend and listen to the presentation via a conference phone. However, under NASBA rules, where a group attends via a conference phone (where your participation cannot be measured), only one attendee, the primary registrant, may receive NASBA qualified CPE. All other attendees will receive CPE credit, which may qualify for CPE in your state based on its applicable rules, but will certainly be qualified CPE for purposes of recertifying a NACVA credential if you are a credentialed member of the Association. The presentation will include periodic online questions and answers during the session to assess continuous participation and to determine the program's effectiveness.
Contact Information
For more information regarding administrative policies such as complaints and refunds, please call our Director of Member Services: (801) 486-0600.
Pricing
$795 for entire series of five sessions. Allows access to one phone line; one CPE attestation form and one evaluation form are included with each site registration. Contact NACVA's Member Services Department for more details, including dates and locations.
The cost for additional people to listen to the presentation is $275 per NACVA member and $325 per non-member, including one attestation form and one evaluation form.
Registration
To register, print, complete, and mail or fax (801-486-7500) the Registration Form to the Consultants’ Training Institute (c/o NACVA). Or print and complete the Registration Form, scan, and e-mail to nacva1@nacva.com. Or call Member Services: (800) 677-2009.
NACVA Bonus Offers
Registration fee for the webinar series may be applied in full to your registration to NACVA's week long Business Valuation and Certification Training Center and CVA/AVA Proctored Exam.
Free one-year subscription to NACVA's The Value Examiner
with registration. |
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About the CPA Leadership Institute
CPA Leadership Institute publishes CPA Leadership Report, the monthly review of the best articles on leadership and management in the accounting press. The monthly articles and the vast archives help CPAs in planning, decision making, and growth. For sample issues please visit www.cpaleadership.com.
Click here for the Registration Form to print and fax (PDF) if necessary
Consultants’ Training Institute
c/o National Association of Certified Valuation Analysts
1111 Brickyard Road, Suite 200
Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 ▪ Fax: (801) 486-7500 ▪ Internet:www.nacva.com |
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