Valuation Fundamentals

TIME: 12:00 – 2:00 pm Eastern (9:00 – 11:00 am Pacific)
DATE: Wednesday, May 21st, 2014

Program
Description

Join AIRA for a live web-based course on Valuation Fundamentals presented by instructors with Pillars of Wall Street. This live, interactive 120–minute webinar is intended as an introduction to corporate valuation, intended for professionals who do not have any valuation experience; or, as a refresher for professionals with intermediate valuation experience. The webinar focuses on the strengths and weaknesses of the 4 primary valuation methodologies as well as the calculation of equity and enterprise value. Relative versus fundamental valuation and majority versus minority stake valuation are covered.

Please Note: This webinar is not a modeling class–modeling will be covered in an all-day workshop at the preconference program Wednesday, June 4th, 2014 in conjunction with AIRA's Annual Conference. The workshop will be divided into two parts: Introduction to Excel & Three–Statement Forecasting; and 13–Week Cash Flow Modeling.

Preconference schedule »
Conference registration »

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.
Date/Time Wednesday, May 21st, 2014—12:00-2:00 pm Eastern (9:00-11:00 am Pacific)
Learning
Objectives

After completing this program participants will be able to:

  • List the four primary valuation methodologies and discuss the basic assumptions of each.
  • Identify the strengths and weaknesses of the four primary valuation methodologies.
  • Calculate equity and enterprise value under each of the four primary valuation methodologies.
  • Compare and contrast relative versus fundamental valuation, and majority versus minority stake valuation.

Price $95
Group rate is available with advance registration of five or more participants from the same firm-contact Elysia Harland at (541) 858-1665 before 2:00 pm PT on the day prior to the webinar.
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.

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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).