Navigating Complex Transactions, Mitigating Risks, and Driving Successful Outcomes
This comprehensive course is designed to provide CPAs with an in-depth understanding of mergers and acquisitions (M&A) and their implications. Participants will gain practical knowledge and skills necessary to navigate M&A transactions successfully, avoid detrimental outcomes, and maximize value and wealth for their organizations. The course covers various topics, including the importance of familiarity with M&A, definitions and types of M&A, tax treatment, valuation, considerations in M&A, cross-border transactions, documentation and paperwork, transaction structuring and compliance, strategic planning, and post-acquisition integration. CPAs will also explore key provisions and regulations in the Income Tax Act and transfer pricing rules.
Instructor | Greystone College
I am a seasoned financial professional, general manager, and CPA with an MBA from Harvard Business School, and nearly 18 years in mid to executive management directing start-up businesses and turning underperforming organizations into successful and profitable enterprises. Throughout my career, I have been highly skilled at identifying operational deficiencies and implementing procedures and initiatives to improve efficiency and productivity. I also have a strong background in consulting for multi-national publicly traded companies. As a manager, I have always been able to empower my employees to achieve a high level of performance. In my most recent position, as Vice President General Manager and Partner of The Cheese Steak Shop, I purchased a bankrupt company and transformed it into a profitable venture within six months. I implemented an Enterprise Resource Planning (ERP) solution to streamline operations for timely intelligence and optimal performance and efficiency. I work closely with cross-functional managers to identify business needs and objectives to formulate strategies and allocate resources to increase market share and cash flow. Also, I develop cost-saving initiatives to eliminate redundancies and strengthen control. My main areas of expertise include: Corporate Governance Strategic Planning Internal Auditing Financial Management & Analysis Process & Procedure Improvement Enterprise Resource Planning (ERP) Cross-Functional Team Management Business Analysis & Operations Enterprise Risk Management Cost-Saving Strategies Operations Management
Podcast Host | LearnFormula
B.C. is a working actor, storyteller, comedian, teacher, DJ, writer, consultant, and more (including a professional patient) with a love of running, yoga, darts, and disc golf. Along the way, he found an intense love of conversation and a burning excitement for what others are passionate about. Learning something new, about someone new, every day is a mantra he often repeats… sometimes aloud in the produce section of the grocery store despite strangers' concerned stares.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
