Q2 - Financial Market Update: Data, Insights, and Analysis
Please join us for a special presentation that will be full of important financial information for investors and their advisors. Whether you are an attorney providing incidental financial advice to a client or a CPA engaged in financial planning services, this presentation will bring you up to speed on where the U.S. economy stands, current valuation metrics for publicly traded securities, and other financial trends.
Learning Objectives:
- Review current economic indicators and market indices
- Examine fundamental drivers of economic performance
- Explore current topics in finance
- Discuss potential investment strategies and investment opportunities
- Review industry value chain analysis
| When: |
Saturday, July 19th, 2025. 9:00 AM to 1:15 PM EST |
| Where: |
Your home or office |
| Speaker: |
William Kline, Ph.D., CFA, CSCA |
| CPE Credits: |
4 Economics CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
|
Delivery Method:
Price:
|
Group Internet-Based
Free for members, $85 for non-members
|
The Presenters:
William Kline, Ph.D., CFA, CSCA, is an Associate Professor of Management at Pennsylvania State University - Harrisburg, and an independent contractor specializing in the development of educational content for Hock International. 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 14 peer-reviewed journals including the Academy of Management Perspectives, the Journal of International Management, and the Journal of Strategy & Management.
Dr. Kline is a Chartered Financial Analyst (CFA) and holds the Certified in Strategy and Competitive Analysis (CSCA) designation from the Institute of Management Accountants (IMA), where he serves as a campus influencer, the Vice Chair of the IMA Emerging Issues & Innovation (EI&I) Committee, and a member of the Committee for Academic Relations (CAR). His professional experience extends beyond academia, with prior roles conducting valuation consulting engagements at PricewaterhouseCoopers, CBIZ Valuation Group, and Curtis Financial Group.
About CPE/CLE:
* The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). For additional information, please visit http://www.pacle.org/. It is the responsibility of each attorney to determine whether their state accepts CLE credits from a Pennsylvania-accredited provider. Acceptance of these credits varies by jurisdiction, and state-specific requirements may apply. Attorneys are encouraged to review their state’s CLE rules and regulations, including reciprocity policies, credit approval processes, and any submission requirements for out-of-state programs. The Accountant-Lawyer Alliance cannot guarantee CLE credit approval outside of Pennsylvania. For further guidance, please contact your state’s CLE regulatory body.
The Accountant-Lawyer Alliance, 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.
