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Date / Time / Location

Wednesday, November 20, 2019
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Learning Center105 Eisenhower Parkway, Suite 300
Roseland, NJ 07068

CPE Credits

  • 8.00 CPE Credits in AA

Package Pricing

In-Person Registration
  • $279.00 - Member
  • $379.00 - Non Member
Webcast: Attend this seminar virtually
  • $279.00 - Member
  • $379.00 - Non Member
This course is designed to help accounting and finance leaders of all sized entities, both private and publicly traded, understand the financial instruments investment accounting guidance. The accounting covers financial instrument classification, measurement and disclosures. This course also guides accounting for issuing debt for organizations that borrow to fund their operations while providing practical examples for dealing with the variety of items that arise from investments in debt and equity securities and from incurring indebtedness.

Designed For

Chief financial officers, treasurers, controllers and other accounting and financial professionals that work for organizations with investments in debt, equity and financial instruments or organizations that issue debt to fund operating activities.


  • Apply the knowledge they obtain in this program to their planning and day-to-day responsibilities for accounting for investments in debt and equity financial instruments
  • Apply the course knowledge to issuing debt to finance organizational operating activities


  • The program focus is across companies’ financial control functions, with stronger emphasis on the following:
  • Investments in equity securities
  • Investments in debt securities
  • Financial instrument impairment
  • ASU 2016-01
  • Accounting for debt
  • Allocation of debt issuance costs
  • Troubled debt restructuring

Course Level



Accounting or finance experience.

Advance Preparation


Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Mark Mishler

Mark D. Mishler, CPA, CMA
Vital Signs, Inc.

Mark D. Mishler, CPA, CMA, licensed as a CPA in Ohio, has been a discussion leader and has authored courses for Loscalzo Associates Ltd. for five years. Mark’s career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer global finance and operating leadership roles with publicly traded and private equity companies. His prior companies include Breeze-Eastern, General Electric Healthcare, Fedders Corporation, Amcast Industrial Corporation, Witco, Siemens Medical, Dun & Bradstreet, and WR Grace. With more than 29 years’ experience in finance and accounting for global public manufacturing companies, Mark secured debt and equity financing, as well as wrote SEC Form S-1 and presented at equity road shows for an IPO. He led global information technology enterprise systems implementations, and developed and implemented activity-based costing. Mark managed finance and accounting for 40 plants in 30 countries simultaneously and led due diligence, negotiation, structuring, valuation, and integration for more than 25 acquisitions. Mark leads financial planning and analysis, budgeting and forecasting; ensures financial integrity and regulatory compliance; partners with operating managers to improve profitability and cash flow, and optimize the balance sheet; raises debt and equity capital, and develops stakeholders’ confidence in the company. Functionally, he managed finance, financial and managerial accounting, auditing, treasury, tax, SEC reporting, SOX compliance, information technology, human resources, strategic planning, and risk management, including currency, raw materials, and interest rate swap hedging. Mark has been an Adjunct Professor of Accounting and Finance for 19 years, teaching at graduate and undergraduate levels. He has taught CMA review, graded the CMA exam, and written questions for the CPA exam. He has been published in finance and accounting journals, most recently in the December 2015 Journal of Accountancy writing about foreign currency’s impact on operating performance. In 2014, he was a finalist for New Jersey Biz magazine’s CFO of the Year. Mark earned two bachelors’ degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan. He is a Certified Public Accountant and a Certified Management Accountant.

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