Financial Statement Analysis
TIME: 12:00 – 2:00 Eastern (9:00 – 11:00 Pacific)
DATE: Wednesday, April 02, 2014
| Program Description |
Join AIRA for a live web-based course on Financial Statement Analysis presented by instructors with Pillars of Wall Street, who have extensive training experience throughout the United States, Europe and Asia. During this two-hour program, participants will be provided with the "nuts and bolts" of accounting from a financial analysis perspective and prepare to master subsequent modeling and valuation modules. The presentation will focus on interrelationships among the three major financial statements utilizing actual annual reports to illustrate accounting treatment and disclosures. |
| Presenters |
Matthew Holaves – gained his finance experience as a VP with Jefferies & Co.'s M&A group and
as associate with Bank of America's TMT investment banking group. He has completed M&A and
financing transactions across several industry verticals including healthcare, consumer, industrials,
telecom and technology. Prior to his investment banking career, Matthew was a Manager with
Arthur Andersen's Transaction Advisory Group where he advised private equity groups, strategic
buyers and commercial lenders throughout the United States and Europe. Aalok Mody – obtained his financial skill set as an investment banker while at Jefferies & Co. and Thomas Weisel Partners. As a Senior Associate within the M&A group at Jefferies, he executed numerous buy-side and sell-side mandates across the healthcare, technology, industrials and consumer industry verticals and frequently provided fairness opinions in connection therewith. Prior to Jefferies, Aalok was a technology investment banker with Thomas Weisel Partners where he provided financing and M&A advisory services to his clients. |
| Date/Time | Wednesday, April 2, 2014—12:00-2:00 pm Eastern (9:00-11:00 am Pacific) |
| Price | $95 ($70 with four or more registrants from the same firm) |
| CPE Credit | 2 Credits; Field of study—Accounting |
| Program Level | Basic—Most beneficial to CPAs and other financial advisors new to a skill or attribute, including individuals at staff or entry level in an organization as well as seasoned professionals who desire increased knowledge in the subject matter. |
| Prerequisites | None |
| Advance Prep | None |
| Format | The program will be delivered as a group-live internet-based session ("webinar"). |
| Additional Info | Online registration and payment of fee must be completed in advance. Registrants will receive confirmation email with instructions and call in information to login for the program. Presenters' PowerPoint slides for reference during and after the presentation will also be provided via email. |
Refunds and cancellations
Refunds and Cancellations Policy—webinar: Cancellations made 3 or more days prior to a webinar are eligible for a refund, minus a $25 cancellation fee. No refunds will be given less than 3 days prior to a webinar; however, you may transfer your registration to another webinar within 1 year of the original webinar without penalty. Please call (541) 858-1665 to schedule a makeup webinar.
Questions and complaint resolution
For assistance or questions regarding refund, complaint and/or program cancellation policies, please contact our offices at 541.858.1665. For resolution of any complaint participants may contact Grant Newton, Executive Director, at the above number or by email to gnewton@aira.org
National Registry of CPE Sponsors
Association of Insolvency & Restructuring Advisors (AIRA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) for group training on the National Registry of CPE Sponsors.
NASBA CPE Credits are made available and awarded for AIRA group training that complies with the Statement on Standards for CPE Programs. In accordance with these Standards, relevant group training details are disclosed to learners in advance via email invitations, registration websites, or other similar advance announcements.
AIRA’s CPE Sponsor ID Numbers:
- NASBA National Registry: 103243
- Texas State Board of Public Accountancy: 003242
Complaints regarding NASBA National Registry CPE Sponsors may be submitted to NASBA via their website, NASBARegistry.org. State boards of accountancy have final authority on the acceptance of CPE Credits for Certified Public Accountants (CPAs).