Valuation Fundamentals and Analysis
Sponsored By: 
CPAs and attorneys are often required to provide expert advice pertaining to mergers and acquisitions, ownership disputes, estate, gift, and income taxes, marital dissolution, buy/sell agreements, FLPs, and financial reporting. The quality of this advice, in many cases, is directly linked to the understanding of business valuations. In this program, we will provide participants with a review of valuation methodologies used by appraisers when estimating the value of private businesses or assets. After taking this course, CPAs and attorneys will have a better understanding of the necessary tools to perform sound due diligence and to successfully complete thorough, defendable, business valuations.
Please join us for a special presentation. The course agenda with learning objectives follows:
Module 1 – Valuation Fundamentals and Primer (3 Hours)
- Discuss valuation methodologies
- Review fundamental valuation concepts, models, and assumptions
Module 2 – Valuation Applications in Banking, Insurance, and Wealth Management, Presented by Tompkins Financial Panelists (1 Hour)
- Review valuation drivers (Investments, cash flows, risk, etc.) that are integrated in banking, insurance, and wealth management
| When: |
Friday, November 5th, 2021. 9:00 AM to 1:15 PM EST |
| Where: |
Your home or office |
| Speaker: |
William Kline, Ph.D., CFA , with a special presentation by Tompkins Financial Panelists |
| CPE Credits: |
4 Finance CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
The Presenters:
William Kline, Ph.D., CFA
William Kline, Ph.D., CFA is an Associate Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He has received four awards for teaching excellence including the Beta Gamma Sigma Professor of the Year Award (PSU – Harrisburg), the Dean’s Award for Faculty Excellence and Stanley Fuchs Award (Fordham University), and the Award for Excellence in Teaching by a Doctoral Candidate (Temple University).
Dr. Kline’s primary research interests include strategic decision-making and executive compensation. He has been published in 12 peer-reviewed journals including the Academy of Management Perspectives, the Journal of International Management, and the Journal of Strategy & Management.
Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.
Sponsored by Tompkins VIST Bank
Tompkins VIST Bank is a locally headquartered community bank with 19 branches serving southeastern Pennsylvania. Tompkins VIST Bank offers personalized service, local decision making and a broad range of services for consumers and businesses, including cash management services, commercial loans, and an online business loan application process. Insurance and wealth management services are provided through the Pennsylvania offices of Tompkins Insurance and Tompkins Financial Advisors. Whether you prefer branch or remote mobile banking, we provide the breadth of services and local decision-making to make what’s possible a reality. Locally Focused. A World of Possibilities. More information available at www.vistbank.com.
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC 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.
