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Wednesday, November 20, 2019 Live / Webcast

Financial Investments and Debt Issuance for Industry (E1911323)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

8 CPE Credits in AA

OVERVIEW

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.

BENEFITS

  • 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

HIGHLIGHTS

  • 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

Intermediate

PREREQUISITES

Accounting or finance experience.

ADVANCE PREPARATION

None

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.

INSTRUCTOR

Mark Mishler

Mark D. Mishler, CPA, CMA

Vital Signs, Inc.

Mark D. Mishler, MBA, CPA, CMA Mark D. Mishler, licensed as a CPA in Ohio, has ten years of experience as a Discussion Leader for Kaplan Financial Education, powered by Loscalzo Institute. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies. His experience includes auditing, SEC reporting, SOX compliance, IT, HR, strategic planning, risk management, and hedging for Breeze-Eastern, General Electric Healthcare, Amcast Industrial, Witco, Siemens Medical, and WR Grace. Mark currently provides fractional CFO services to small companies and project finance to large companies. Mark has secured multiple debt and equity financings, including an IPO. He led global information technology ERP implementations and developed activity-based costing. Mark led accounting for 40 plants in 30 countries and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for over 25 acquisitions. Mark is an Adjunct Professor of Management, Finance, and Accounting. He taught CMA review, graded the CMA exam, and wrote CPA exam questions. He is published in the Journal of Accountancy. Mark earned two Bachelor of Science degrees in Chemistry and Biology from Indiana University and his Masters of Business Administration from the University of Michigan.

PRICING

In-Person Registration

    $279.00 - Member

    $379.00 - Nonmember

Webcast: Attend this seminar virtually

    $279.00 - Member

    $379.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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