Total Credits: 4 including 4 Business Management & Organization - Non-technical
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.
|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 (13.3 KB)||Available after Purchase|
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.
Tue, Dec 21, 2021 - 08:00am to 11:44am MST
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