Audit Board

OCTOBER 23, 2023

Thousands of audit, risk, sustainability, and compliance professionals tuned in virtually for Audit & Beyond 2023 , AuditBoard’s fifth annual user conference, joined by hundreds who attended the event at Marriott Marquis San Diego Marina in San Diego, CA. Watch the highlights of Audit & Beyond 2023.

Compliance 69

Compliance Technology 69

Musings on Markets

JANUARY 11, 2024

In the 1990s, I was asked to pinch hit for a colleague and manage a semester-long class of sessions with outside speakers, all of whom were successful investors and portfolio managers. Personal preferences : The online sessions (free and certificate) are shorter (10-20 minutes) and thus more easily amenable to online consumption.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

M&A Leadership Council

MARCH 6, 2024

But even in these special circumstances, the reality is you need time to make key decisions and plan for an effective Day 1 and employee onboarding. Whichever approach you choose, you’ll be better off to engineer as much of a pre-closing planning window as possible.

Mergers & Acquisitions 59

Mergers & Acquisitions Technology 59

M&A Leadership Council

AUGUST 31, 2022

The Art of M&A® Integration: Essentials for Success in a Virtual Environment. -->. Based on and adapted from our premier three-day in-person workshops, this Live-Online training session will help you and your organization lead, plan, launch and execute a successful sell-side divestiture or buy-side carve-out acquisition (D/CO).

Mergers & Acquisitions 52

Mergers & Acquisitions 52

Appraiser Newsroom

OCTOBER 4, 2022

In keeping the tradition of providing the highest-level of education for appraisal experts, this year’s conference featured more than 65 sessions of the most comprehensive educational programming available taught by preeminent thought-leaders from all appraisal disciplines.

Appraisal 52

Appraisal Business Valuation Start-ups Marketability 52

M&A Leadership Council

DECEMBER 24, 2021

The Art of M&A® Integration: Essentials for Success in a Virtual Environment. -->. This ONLINE seminar will help you and your organization plan and lead a successful M&A integration based on and adapted from our premier three-day on-site workshops. Register Now. Course Summary.

52

52

M&A Leadership Council

DECEMBER 24, 2021

Based on and adapted from our premier three-day on-site workshops, this ONLINE training workshop will help you and your organization lead, plan, launch, and execute a successful M&A integration program from start to finish. If you have taken our former training program The Art of M&A® Program Management, this course will be a refresh of that.

Start-ups 52

Start-ups 52

Appraiser Newsroom

JULY 21, 2023

Shaping the Future of Valuation in Japan Travel activities included my visit to Japan where I met with ASA members, discussed future plans and spent time with local educators. I next spent time with faculty members of Kyoto University to discuss future plans to establish a partnership to help the valuation profession in Japan.

Business Valuation 52

Business Valuation Appraisal 52

M&A Leadership Council

DECEMBER 1, 2022

This session defines the essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire integration lifecycle. This live-online course will help you and your organization learn the foundations of discovery, planning, launching, and executing a successful M&A integration program from start to finish.

Start-ups 52

Start-ups Mergers & Acquisitions 52

M&A Leadership Council

DECEMBER 1, 2022

This session defines the essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire integration lifecycle. This live-online course will help you and your organization learn the foundations of discovery, planning, launching, and executing a successful M&A integration program from start to finish.

Start-ups 52

Start-ups Mergers & Acquisitions 52

M&A Leadership Council

DECEMBER 1, 2022

This session defines the essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire integration lifecycle. This live-online course will help you and your organization learn the foundations of discovery, planning, launching, and executing a successful M&A integration program from start to finish.

Start-ups 52

Start-ups Mergers & Acquisitions 52

M&A Leadership Council

JANUARY 30, 2024

Alcoa, faced with initial instability, adopted flexible strategies and a strong change management plan, eventually stabilizing and surpassing expectations. announced its plan to spin off Old Navy into a separate company. LESSON 3: Managing Change and Uncertainty Spin-offs come with their share of change and uncertainty.

Marketability 52

Marketability Technology 52

ISA

MARCH 30, 2022

Schedule education sessions into your yearly calendar. Make a date to network with fellow appraisers in your area, whether that is virtually or in-person. Beginning the year with a plan will make things easier and keep you on track to reach your goals. If you don’t have a Tax ID Number, now is the time to get one!

Appraisal 58

Appraisal Start-ups Banking Marketability 58

M&A Leadership Council

DECEMBER 11, 2022

This live-online training course will help you and your organization lead, plan, launch and execute a successful sell-side divestiture or buy-side carve-out acquisition (D/CO). Even for highly experienced acquirers, divestitures require an entirely different level of readiness and experience than most acquisitions.

Mergers & Acquisitions 52

Mergers & Acquisitions 52

M&A Leadership Council

DECEMBER 10, 2022

This session defines the essential executive and IMO roles, responsibilities, decisions, and milestones throughout the entire integration lifecycle. This live-online course will help you and your organization learn the foundations of discovery, planning, launching, and executing a successful M&A integration program from start to finish.

Start-ups 52

Start-ups Mergers & Acquisitions 52

ThomsonReuters

JULY 11, 2023

Firms have various situations when working with clients, such as tax planning, tax preparation, or risk management. Tax planning and research : Faced with ever-changing tax laws , clients can quickly find it challenging to keep pace and navigate the complexities. What are the paths to advisory services?

Compliance 75

Compliance Marketability 75

ThomsonReuters

JULY 6, 2023

From tax planning and strategy to counsel on tax-related legislation, accounting advisory includes a variety of engagements in which clients rely on an accounting professional’s unique knowledge and experience. Advisory Office Hours Open invitation to join virtual meetings hosted by a Practice Forward Consultant.

Start-ups 88

Start-ups Compliance Accounting Firms Technology 88

Audit Board

DECEMBER 25, 2022

The first trend is the need for auditors to identify emerging risks and add these to the audit plan. In these presentations, the speakers described practical ways of applying agile audit principles and how audit teams can plan their transition to an agile way of working. AuditBoard’s Most Popular Audit Webinars of 2022.

Start-ups 52

Start-ups Technology Equity Compliance 52

Appraiser Newsroom

MARCH 20, 2024

Join us for ASA’s Fair Value Conference , offering both in-person and virtual attendance options, taking place on April 25th, 2024 at 9:00 AM ET. Explore our comprehensive Conference Agenda to see sessions covering risk measurement, ESG’s impact on valuations, and more. mergers, acquisitions), litigation and arbitration.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

M&A Leadership Council

DECEMBER 6, 2022

In this live-online course, expert facilitators and experienced M&A practitioners will help you deliver on essential requirements, risks, and value-drivers; from M&A strategy and targeting, through a comprehensive due diligence; and from pre-close integration strategy planning to transaction close. Conducted over three days in 3.5-hour

Mergers & Acquisitions 52

Mergers & Acquisitions Marketability 52

Audit Board

AUGUST 29, 2023

I’m honored to provide a keynote at AuditBoard’s Audit & Beyond Conference taking place in San Diego from October 17-20, 2023; my session will explore the 2024 transformation priorities that risk and audit professionals must embrace in the era of permacrisis. Talent management strategies must align and integrate with overall strategy.

Technology 52

Technology Compliance Start-ups Banking 52

Appraiser Newsroom

JULY 5, 2022

The ASAIC22 is available in a hybrid format featuring the convenience of both live and virtual programming, allowing attendees to learn and connect in their preferred environment. He helps clients address their valuation, litigation support, tax, financial reporting, strategic planning and business advisory needs.

Appraisal 52

Appraisal Business Valuation Banking Technology 52

Brian DeChesare

MARCH 23, 2022

Some people like to complain about networking in general, but if there’s a specific part of networking that almost everyone likes to complain about, it’s investment banking information sessions. In theory , investment banking information sessions are a great way to meet bankers, make your case, and gain an advantage in the recruiting process.

Banking 98

Banking Start-ups Finance 98

Musings on Markets

NOVEMBER 15, 2022

As I see it, there were three choices that Facebook could have made (though we know, in hindsight, which one they picked): Acceptance : Accept the reality that they are now a mature player in a slow-growth business (online advertising), albeit one in which they are immensely profitable, and scale back growth plans and spending.

Start-ups 90

Start-ups Marketability Market Capitalization Technology 90

ThomsonReuters

OCTOBER 29, 2020

Most firms focus on strategic planning after April 15 — as they should. This initiative is not meant to be a deep-dive into business planning with your clients during the busy days prior to year-end. Do you need more fresh ideas to jumpstart your firm’s strategic plan? Be intentional and use your time wisely.

Accounting Firms 40

Accounting Firms Start-ups 40

Appraiser Newsroom

JULY 9, 2023

Available in a hybrid format, the ASAIC23 offers the convenience of both live and virtual programming where you can learn and connect in your preferred environment. Don’t miss these industry experts presenting our Personal Property sessions *: Ivo Kostov, Ph.D , a member of ASA, is a certified appraiser BV, MTS, RP, & FAFI (acc.

Appraisal 40

Appraisal Fair Market Value Marketability Business Valuation 40

Appraiser Newsroom

JULY 9, 2023

Available in a hybrid format, the ASAIC23 offers the convenience of both live and virtual programming where you can learn and connect in your preferred environment. Don’t miss these industry experts presenting our Real Property sessions *: Charles E. ASA, CRE , is a partner at Blau & Blau.

Business Valuation 40

Business Valuation Appraisal Banking Start-ups 40

Appraiser Newsroom

JULY 5, 2022

The ASAIC22 is available in a hybrid format featuring the convenience of both live and virtual programming, allowing attendees to learn and connect in their preferred environment. Both formats allow you to explore the latest ideas, trends, and best practices with leading presenters and interact and engage with fellow professionals.

Appraisal 40

Appraisal Banking Accounting Firms Business Valuation 40

ThomsonReuters

DECEMBER 3, 2021

With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. Franklin Littleton, President, DHL Supply Chain.

Technology 52

Technology Compliance Data Analysis Marketability 52

ThomsonReuters

DECEMBER 3, 2021

With global supply chain challenges spurring dire headlines of precariousness, more than 3,000 transportation, logistics, fulfillment, and warehouse professionals from around the world gathered in October for the Reuters virtual Supply Chain Execution 2022 event. Franklin Littleton, President, DHL Supply Chain.

Technology 52

Technology Compliance Data Analysis Marketability 52

Appraiser Newsroom

JULY 5, 2022

The ASAIC22 is available in a hybrid format featuring the convenience of both live and virtual programming, allowing attendees to learn and connect in their preferred environment. Don’t miss these industry experts presenting our Appraisal Review & Management/Multi-Discipline sessions*: LaVaughn M.

Appraisal 40

Appraisal Business Valuation Finance Market Risk 40

Appraiser Newsroom

JULY 9, 2023

Available in a hybrid format, the ASAIC23 offers the convenience of both live and virtual programming where you can learn and connect in your preferred environment. Dr. Schaeffer is frequently involved in valuations and consulting for management planning, financial reporting, tax, and litigation. In addition, Ms.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Appraiser Newsroom

JULY 9, 2023

Available in a hybrid format, the ASAIC23 offers the convenience of both live and virtual programming where you can learn and connect in your preferred environment. Don’t miss these industry experts presenting our Appraisal Review & Management sessions* : Charles E. ASA, CRE , is a partner at Blau & Blau.

Appraisal 40

Appraisal Business Valuation Intangible Assets Compliance 40

Appraiser Newsroom

JULY 5, 2022

The ASAIC22 is available in a hybrid format featuring the convenience of both live and virtual programming, allowing attendees to learn and connect in their preferred environment. Don’t miss these industry experts presenting our Business Valuation sessions*: LaVaughn M.

Business Valuation 40

Business Valuation Intangible Assets Appraisal Finance 40

Appraiser Newsroom

JANUARY 31, 2023

The event is tailored to personal property appraisers and allied professionals who’ll gain insights into key markets, benefit from scholarly sessions, connect with fellow experts—all while exploring the art, culture and beauty of the Central Coast. Below is a spotlight of the event’s presenters. She completed her Ph.D.

Appraisal 52

Appraisal Accounting Firms Fair Market Value Marketability 52

M&A Leadership Council

JUNE 22, 2023

Once underway, the DMO should participate directly in as many diligence meetings, calls, and review sessions as feasible to provide an overall enterprise context of diligence issues, status, and potential implications for the deal. An experienced DMO provides an essential role regarding the following tasks: Managing the read-in process.

Start-ups 52

Start-ups Finance Marketability 52

ThomsonReuters

JANUARY 31, 2022

Reuters Events and Thomson Reuters ONESOURCE explored the pivotal role of procurement and supply chain professionals during the recent virtual event, “ Powering Your ESG Strategy through Sourcing and Procurement.”. Browse our resources to stay up to date on supply chain management and global trade planning: ESG and the global supply chain.

Technology 98

Technology Compliance 98