Brian DeChesare

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I got so tired of these debates that I never planned to cover this topic again. Don’t spend 100+ hours on this, but 10-20 is fine, especially since you’ll learn technical questions simultaneously.

Banking 59

Banking Start-ups Finance Private Equity Firm 59

Brian DeChesare

SEPTEMBER 20, 2023

No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not. In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research.

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

Appraiser Newsroom

AUGUST 29, 2022

Range of Presentation Topics and Agenda. The conference agenda will feature presentations from nationally recognized speakers who are professional leaders, covering a range of topics. Listed here are the speakers and topics. BUSINESS VALUATION TOPICS. Egan, CFA, ASA, Senior Valuation Manager, Wipfli LLP, Radnor PA.

Business Valuation 40

Business Valuation Intangible Assets Capital Structure Appraisal 40

IVSC

OCTOBER 21, 2023

In a comparable analysis, these rights must be considered. Needless to say, the highest and best use analysis was tricky. The calculations were done by hand, in pencil, and laid out on an analysis pad. has some of the most sophisticated leasehold regulations borne out of a long history of leased land.

Appraisal 246

Appraisal Marketability Technology Start-ups 246

Musings on Markets

JANUARY 11, 2024

In 1986, I joined New York University's business school as an assistant professor, and asked to teach Security Analysis, a class made legendary by Ben Graham, who taught it at Columbia University in the 1950s. I describe my corporate finance class as an applied, big-picture class.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

Audit Board

APRIL 6, 2023

Models are a major component of what financial services organisations use to perform some of their analysis. When communicating with the board on geopolitical risk, it is vital that risk and internal audit professionals eschew technical language in favour of clear, business-like speech — especially on technical subjects such as cyber risk.

Banking 52

Banking 52

Brian DeChesare

MAY 11, 2022

There are few topics as heated as age and investment banking. But unlike other controversial topics – crypto, the CFA, or social media censorship – this one rarely generates long-running online arguments. Instead, it mostly produces comments such as: “Am I too old? Do I have any chance if I’m above the age of X? If you have a Ph.D.

Banking 98

Banking Start-ups Finance Private Equity Firm 98

ThomsonReuters

JANUARY 3, 2022

The SEC warned in CF Disclosure Guidance: Topic No. In the Topic 9A Guidance, for example, SEC Staff noted that?many This leads many to classify the arrangements as part of accounts payable, making liquidity positions appear stronger than they actually are. Whether you’re relying on supplier finance programs to manage cash flows. .

Finance 98

Finance Compliance Banking 98

Appraiser Newsroom

JULY 9, 2023

She has over 25 years of experience in valuation, financial reporting and tax, conducting numerous business and asset valuations for a variety of purposes including purchase price allocations, goodwill and asset impairments, mergers & acquisitions, tax restructuring, debt analysis, and gift and estate tax planning. Pratt and Roger J.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Value Scope

AUGUST 11, 2020

The challenge for anyone doing transaction, valuation, bankruptcy, and litigation work with companies whose cash flows are driven by oil and gas prices is that the analysis can be very hard to do. Often short-cuts are taken, such as using flat price curves or minimal sensitivity analysis. These simplifications can be disastrous.

Marketability 130

Marketability Treasury Equity Compliance 130

Appraiser Newsroom

JULY 5, 2022

He specializes in New Business Development, Technical Sales, and Product Management. Jeff is responsible for ensuring ethical, accurate, and compliant property reports and analysis, developing policies and procedures and adopting technology and data products to enhance product quality.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Audit Board

MARCH 22, 2023

Contextualize technical information within an executive’s business-focused needs. Risk managers knew the risk topic would impact their companies, so many began socializing the idea and probable controls well in advance so that other stakeholders would be comfortable once the requirements went into effect.

Compliance 52

Compliance Treasury Technology Finance 52

Reynolds Holding

JANUARY 26, 2023

3] Cybersecurity and Climate The governance rules began to quickly stack up with the March 2022 cybersecurity proposal and the climate proposal, each of which mandates disclosure of board expertise, board structure and board risk analysis, and goes well beyond disclosure requirements. 3] SEC Release No. 5] SEC Release No.

Start-ups 94

Start-ups Marketability Compliance 94

Audit Board

AUGUST 29, 2023

This article originally appeared on the Chartered IIA Technical Blog. Analysis: provide rule-based descriptive and diagnostic rules, filters and threshold-based anomalies. Process Mining Both data analytics and process mining involve the analysis of data, but the latter is a particular application to business processes.

Technology 52

Technology Start-ups Compliance Finance 52

ThomsonReuters

JULY 6, 2023

Strategizing with clients on a regular basis can bring the spark back to burned-out accountants. Virtual Events Practice Forward Webinars are CPE qualified thought leadership webinars that cover advisory centric topics and top-of-mind industry developments.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

Brian DeChesare

FEBRUARY 22, 2023

With other topics – such as “ target schools ” or “ elite boutiques ” – few people use the terms in-person. Process vs. Analysis/Execution – “Deal” and “Support” roles involve a lot more “process work” (documents, presentations, due diligence, etc.), from a successful investment).

Finance 125

Finance Marketability Banking Corporate Finance 125

Brian DeChesare

AUGUST 10, 2022

Oil & gas is highly specialized , so you have a substantial advantage if you enter interviews with industry experience or technical knowledge (e.g., buying or selling one specific oil field rather than an entire company), and they tend to hire people with technical backgrounds , such as reservoir engineers, to assess these assets.

Banking 82

Banking EBITDA Dividends Equity 82

Reynolds Holding

OCTOBER 10, 2023

The Commission’s economic analysis takes great pains to show that the changes will not impair activist investors that much, but in the process demonstrates that the rule will have substantial effects on how these investors proceed. [16] The adopting release also addresses these topics, albeit more practically than did the proposing release.

Marketability 49

Marketability Equity Technology Finance 49

Brian DeChesare

APRIL 6, 2022

The benefits of the group are almost like the benefits of getting into investment banking : brand/prestige, technical skills, and exit opportunities. If you want examples, take a look at a few from Goldman Sachs and Centerview : The differences lie in the metrics and the increased importance of certain topics, such as lease accounting.

Banking 96

Banking Start-ups Equity Marketability 96

FE International

MARCH 23, 2022

We also look at DCF modeling, historic price and revenue regression analysis for completion. The other dimension to this is the technical involvement of the owner. 3) Technical Knowledge. More technical input from the owner (i.e. Eventually we sold to a non-technical buyer for a great valuation. 4) Competition.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Reynolds Holding

SEPTEMBER 6, 2022

2] But our analysis of the SEC’s longstanding and indisputable authority to regulate the disclosure practices of publicly traded companies also demonstrates why requiring climate-related disclosures does not raise a new “major question” that would prevent the SEC from acting, if warranted by the record before it. 21344 (Apr. 11, 2022). [2]

Marketability 59

Marketability Compliance Technology 59

Reynolds Holding

DECEMBER 20, 2022

To succeed, prosecutors will need to rely on the second step analysis, as neither statute reveals on its face a congressional intent to apply it extraterritorially. [7] Even if technically extraterritorial, the facts in the SBF case are a far cry from those in a case like Morrison , where the defendant was a legitimate bank in Australia.

Banking 111

Banking Marketability 111

Brian DeChesare

FEBRUARY 16, 2022

Also, there are still misconceptions about the financial modeling in the group, the hours, the exit opportunities, and other topics, so this updated article will address all of those: Definitions: What is Public Finance Investment Banking? City of San Jose – Proposed Capital Budget and Debt Service Analysis. Paul Utility Revenue Bonds.

Finance 65

Finance Banking Equity Marketability 65

Musings on Markets

DECEMBER 15, 2021

Second, I learned there is some learning that is better delivered online, than in a physical setting, and I believe that there are some topics that I will continue to deliver online, even after this virus passes on. The place to start is with accounting.

Corporate Finance 56

Corporate Finance Finance Start-ups Technology 56

Musings on Markets

JANUARY 12, 2021

For a class to resonate and be remembered, it has to be more than a collection of topics, and with each of my classes there is a core narrative that animates and connects the class sessions. And as always, I invite you come along for the ride. What I teach. In fact, there are three key themes that I emphasize through this class.

Corporate Finance 52

Corporate Finance Start-ups Finance Marketability 52

Reynolds Holding

AUGUST 21, 2022

1 In the near quarter-century since, digital technologies and online services have rapidly evolved, with transformations in business models, technical capabilities, and social practices. Workplace surveillance: Reports suggest that extensive tracking, collection, and analysis of consumer data in the workplace has expanded exponentially.20

Marketability 53

Marketability Technology Compliance 53

FE International

MARCH 14, 2018

As the technical evolution of the industry continues to take it in a more accessible direction , and consumer demand for useful and disruptive software increases, the market is getting more lucrative for innovative, independent developers. You can find further technical details on AMIs and EC2 here. See What Your Competition Is Doing.

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Appraiser Newsroom

JULY 9, 2023

Fran has published articles and presented on various appraisal topics. is the President and Founder of Scientific Analysis of Fine Art, LLC, a scientific consulting firm that addresses questions about artworks’ attribution, state of preservation and mechanisms of degradation. Jennifer Mass , Ph.D.

Appraisal 40

Appraisal Fair Market Value Marketability Business Valuation 40

Audit Board

AUGUST 31, 2023

EY’s Technical Line: How the climate-related disclosure proposals from the SEC, EFRAG, and ISSB compare offers a more detailed overview of how the approaches to materiality differ. Deloitte offers a comprehensive analysis of the SEC’s proposed rule that includes a section on attestation requirements. board diversity).

Compliance 52

Compliance Start-ups Technology Banking 52

Reynolds Holding

MAY 9, 2023

(Note that if a company chooses to require this alignment information from a nominating stockholder, it may also wish to disclose whether its own nominating committee has had similar alignment conversations with the company’s director candidates on topic such as, e.g. , retention of the CEO.

Dividends 45

Dividends Finance Equity Marketability 45

Reynolds Holding

JUNE 27, 2023

Darla led the Society’s efforts on numerous topics related to shareholders and corporate governance. One of those topics is rule 14a-8 [1] and shareholder proposals, a subject on which many SEC commissioners have provided their views over the years and, indeed, decades. [2] Many factors can explain these differences in success rate.

Corporate Finance 45

Corporate Finance Marketability Finance Start-ups 45

Brian DeChesare

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. A long time ago, hardly anyone knew about search funds or search fund internships.

Banking 52

Banking Equity Start-ups Private Equity Firm 52

Brian DeChesare

MAY 17, 2023

6: Tech Venture Capital Firms Venture capital is a whole separate topic, but I list it here because many traditional, early-stage firms have moved up-market over time and now have separate funds that do growth deals for later-stage companies.

Equity 64

Equity Technology Private Equity Firm Start-ups 64

Brian DeChesare

JULY 19, 2023

Technically, these funds are not “long only,” but many data sources group them together. You need financial statement analysis and valuation skills for these roles, and ER and IB provide the most direct paths. Long Bias” – Some hedge funds mostly buy stocks but maintain a few short positions to hedge their risk and justify the fees.

Equity 52

Equity Beta Banking Start-ups 52

Reynolds Holding

FEBRUARY 1, 2023

Parties evaluating cross-border deals will fare better if they are well-prepared for the cultural, political, regulatory and technical complexity inherent in cross-border deals by engaging early and proactively with advisors on these topics.

Finance 45

Finance Equity Technology Banking 45