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ONLINE LEARNING LECTURE SERIES

Hear it Here First!

 May 5, 2011
Financing the Deal

Webinar Time:    11am - 12pm Pacific    12pm - 1pm Mountain    1pm - 2pm Central     2pm - 3pm Eastern

ELearning



Global Conference










Program Content
The focus of this webinar is to provide participants with an introduction to the various financing options commonly used in middle market M&A transactions. Topics covered include forms of payment (i.e. bank financing, subordinated debt, seller financing), structuring considerations, as well as an update on the current financing markets.

Learning Objectives
After completing this course participants will be able to:

  • Identify financing alternatives available to the middle market
  • Advise clients in developing an appropriate capital structure for their M&A transactions

Who Should Attend
Any professional interested in gaining a better understanding of how middle market M&A transactions are financed and structured.

Our Featured Presenter ~ Tammy A. Richards, AVA, CMAP

Tammy A. Richards is the Manager of Valuation and Consulting Services at Pieciak & Company, P.C. Since joining Pieciak & Company, P.C. in September 2006 Tammy has focused primarily on providing business valuations of family-owned and closely held businesses for use in succession planning, estate and gift tax filing, purchase/sale transactions, divorce and shareholder disputes. Prior to joining Pieciak & Company, Tammy spent eight years working at Citigroup in New York where she held various positions within the investment banking division. She spent five of those years in the Acquisition Finance Group working closely with private equity firms in valuing and financing their leveraged buyouts of middle market and large-cap companies via syndicated bank loan and high yield bond transactions. Tammy spent the following three years as Vice-President in the Global Loans Portfolio Management Group, where she managed a portfolio of highly leveraged corporate loans retained by Citigroup.
Program Level: Overview Prerequisites: None Advanced Preparation: None
Delivery Method: Group-Internet-Based CPE Credits: One (1) hour Fields of Study: Specialized Knowledge & Applications
Webinar Pricing
Registration is per person and allows access to login information, presentation materials, and one CPE attestation form.
NACVA/IBA Members: $117
Non-Members: $130
Multi-person discounts are available for additional registrants at your site. Additional registrant registration form
NACVA/IBA Member: $40 per person
Non-Members:
$45 per person
Additional registrants also receive login information, presentation materials, and one CPE attestation form.
Important CPE Information

Because every live webinar presentation will include periodic online Polling Questions during the session to assess continuous participation and to determine the program’s effectiveness, all registrants must view and listen to the webinar presentation at individual computers and respond to ALL Polling Questions in order to receive CPE credit.

REGISTER ONLINE BY CLICKING HERE!

Additional registrant registration form

Webinar Materials
Presenter PPTs and other materials will be emailed prior to the webinar in a separate email. Please check your spam and/or junk folders to insure you receive these important documents.

For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600Webinar Cancellation Policy: click here

IMPORTANT NOTE: After you register online, you will receive a paid invoice email and a webinar confirmation and logon information email.

Can't Attend the Webinar?  Buy the recording for $95.00- Complete the Registration Form: click here / Fax the form to (866) 548-2321 or scan and email it to NACVAWebinar@nacva.com. After the Webinar has concluded, a link to the recording of the webinar will be emailed to you along with the materials from the Webinar and an Attestation Form for NACVA/IBA ONLY qualified CPE credit.

NASBA
Consultants' Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.
The Consultants' Training Institute c/o National Association of Certified Valuators and Analysts
1111 Brickyard Road, Suite 200 Salt Lake City, Utah 84106-5401
Tel: (801) 486-0600 Internet: www.NACVA.com