This webinar explores the ins and outs of financial language and how you can navigate the seeming labyrinth of a language that can sound foreign and in some ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This webinar also sheds light on issues with ROI and Payback among other valuation tools and explains what a Cash Conversion Cycle looks like for your business.
To listen to this webinar on demand, go to: https://www.financialpoise.com/financial-poise-webinars/ebitda-and-other-scary-words-2020/
EBITDA and Other Scary Words (Series: MBA Boot Camp)Financial Poise
This webinar explores the ins and outs of financial language and how you can navigate the seeming labyrinth of a language that can sound foreign and in some ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This webinar also sheds light on issues with ROI and Payback among other valuation tools and explains what a Cash Conversion Cycle looks like for your business.
To view the accompanying webinar, go to:https://www.financialpoise.com/financial-poise-webinars/ebitda-and-other-scary-words-2021/
How to Read a Balance Sheet - And Why You Care! (Series: MBA Boot Camp 2020) Financial Poise
A balance sheet provides a snapshot of a company’s assets, liabilities, and equity. It is one of several major financial statements used to manage a business, and is a critical due diligence item used by lenders and investors in deciding whether to provide capital to a business. This webinar explains the basics of understanding a balance sheet and puts it in context by also touching on the other key financial statements.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/how-to-read-a-balance-sheet-2020/
Measuring value creation is often a balance between simplicity and complexity. But most importantly, it is an understanding of what you are actually measuring, financial gain or true economic value. This presentation gives you an understanding of the underlying concepts involved.
EBITDA and Other Scary Words (Series: MBA Boot Camp)Financial Poise
This webinar explores the ins and outs of financial language and how you can navigate the seeming labyrinth of a language that can sound foreign and in some ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This webinar also sheds light on issues with ROI and Payback among other valuation tools and explains what a Cash Conversion Cycle looks like for your business.
To view the accompanying webinar, go to:https://www.financialpoise.com/financial-poise-webinars/ebitda-and-other-scary-words-2021/
How to Read a Balance Sheet - And Why You Care! (Series: MBA Boot Camp 2020) Financial Poise
A balance sheet provides a snapshot of a company’s assets, liabilities, and equity. It is one of several major financial statements used to manage a business, and is a critical due diligence item used by lenders and investors in deciding whether to provide capital to a business. This webinar explains the basics of understanding a balance sheet and puts it in context by also touching on the other key financial statements.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/how-to-read-a-balance-sheet-2020/
Measuring value creation is often a balance between simplicity and complexity. But most importantly, it is an understanding of what you are actually measuring, financial gain or true economic value. This presentation gives you an understanding of the underlying concepts involved.
The Future of Finance Function 2016 survey sponsored by Aptitude Software.
An insight into the changing role of the CFO and what can be done to ease the transition.
Problems with Generally Accepted Accounting PrinciplesA.W. Berry
Industry diversity and vast differences between corporate financial strategies make standardizing accounting difficult. The complexity and fluidity of financial markets, asset securitization and accounting cast a certain shadow over the effectiveness of generally accepted accounting principles. GAAP are faced with numerous regulatory obstacles such as the intended goal of merging with international financial reporting standards, complications in asset valuation and exploitation of accounting practices that allow corporations considerable leeway and latitude.
Finance for non finance for employee, business man and corporatete Bibek Prajapati
The ability to effectively read financial reports and data is crucial to the
processes of day-to-day management, strategic planning and
decision-making in any firm.
-The proper understanding of the various
financial concepts and instruments and their implications to the firm’s
health and performance in the market place are indispensable for
managers who typically come from various functions within the firm.
-The comprehensive program of Finance for Non-Finance Managers
has been carefully designed to meet the needs of executives and
managers who come from nonfinancial backgrounds across the
corporate landscape.
-The two-staged program provides theparticipants with a comprehensive understanding of key financial principles and practices and empowers them with the tools to effectively interpret and use financial data in the decision-making process in their respective functions of sales, marketing or planning.
Meaning/ WHY
Benefits
Key Personal Responsibility
Type of business
Financial planning
Three principle of corporate Finance
Why Financial Accounting
Fundamentals of Financial Accounting
Procedural Aspects of Accounting
Objectives of accounting
Function of Accounting
Accounting – Classification
Difference between Management Accounting and Financial Accounting
Bookkeeping &Process of accounting
Steps/Phases of Accounting Cycle
User of accounting Information
BASIC ACCOUNTING TERMS
Types of Accounts
Accounting Equation
ACCRUAL BASIS AND CASH BASIS OF ACCOUNTING
CAPITAL AND REVENUE TRANSACTIONS
Cost Accounting meaning , objective
ROLE OF A COST ACCOUNTANT IN A MANUFACTURING ORGANISATION
COST CONCEPT, TYPES AND CLASSIFICATION
Cost centre and cost unit
ELEMENTS OF COST
CLASSIFICATION OF COST
TYPES / TECHNIQUES OF COSTING
METHODS OF COSTING & THEIR APPLICABILITY
COGS, INVENTRY
Capacity
Budget
Corporate objective
Cost control and variance
Standard costing
Cash flow statement
Annual Report
Ratio analysisis
Capital Budgeting
Risk and Return
Regulators
Constitutional Aspects of Taxation by the Union and States
Financial Relations between the
Union and the States
Indirect Taxes : Union and the States
Taxation by the Union and the States
REVENUE ADMINISTRATION
Gst
Existing Indirect Tax System
ACTIVE INTERFACE WITH IT SYSTEMS
INCOME TAX LAW : AN INTRODUCTION
Income-tax Act
The Finance Act
CONCEPT OF INCOME
Stapes of TOTAL INCOME AND TAX PAYABLE
Deductions from Gross Total Income
RETURN OF INCOME
For full text article go to : https://www.educorporatebridge.com/finance-for-non-finance/finance-for-non-finance-professionals/
This article on Finance for Non Finance Professionals will help you to gain basic finance knowledge, accounting concepts and better understanding of financial statement required for growth of your organization.
This presentation was made at the Washington Area Community Investment Fund (Wacif). This presentation goes over how to use financial statements and tools to make decisions.
EBITDA and Other Scary Words (SERIES: MBA in a Day 2018)Financial Poise
To view the accompanying webinar, go to: https://www.financialpoise.com/financialpoisewebinars/view-webinar/?id=266162587&slides=N0vp57jbbtWiSr
This webinar explores the ins and outs of financial language and how you can navigate the seeming labyrinth of a language that can sound foreign and in some ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This webinar also sheds light on issues with ROI and Payback among other valuation tools and explain what a Cash Conversion Cycle looks like for your business.
May 12 lecture by Keith Townsend, King & Spalding, covering Special Purpose Acquisition Company (SPAC) dynamics, for the mHealth Israel community. The lecture incluces public company considerations, SPAC Targets, SPAC Execution and Process, sample term sheet, securities law, considerations / differences for SPACs, etc.
How to Read a Balance Sheet - And Why You Care! (Series: MBA Boot Camp)Financial Poise
A balance sheet provides a snapshot of a company’s assets, liabilities, and equity. It is one of several major financial statements used to manage a business, and is a critical due diligence item used by lenders and investors in deciding whether to provide capital to a business. This webinar explains the basics of understanding a balance sheet and puts it in context by also touching on the other key financial statements.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/how-to-read-a-balance-sheet-and-why-you-care-2021/
The KPI - Cash Flow Modeling and Projections (Series: MBA Boot Camp 2020) Financial Poise
You can chase a lot of financial measures of your business, but nothing stacks up to cash flow. Like a boat captain on a rough sea, being able to see what is coming at you financially is absolutely invaluable. Cash flow models are the absolute go-to tool for reviewing companies in distress, yet they are also invaluable to venture capitalist who must manage long range investments as well as fast growth. This webinar discusses the basic components of a cash flow model, why it is weekly and not monthly and why 13 weeks is the usual length. This webinar also discusses what type of data is best for making an efficient and practical cash flow model, as well as best practices for reporting and pitfalls associated with modeling and balance roll forwards.
The Future of Finance Function 2016 survey sponsored by Aptitude Software.
An insight into the changing role of the CFO and what can be done to ease the transition.
Problems with Generally Accepted Accounting PrinciplesA.W. Berry
Industry diversity and vast differences between corporate financial strategies make standardizing accounting difficult. The complexity and fluidity of financial markets, asset securitization and accounting cast a certain shadow over the effectiveness of generally accepted accounting principles. GAAP are faced with numerous regulatory obstacles such as the intended goal of merging with international financial reporting standards, complications in asset valuation and exploitation of accounting practices that allow corporations considerable leeway and latitude.
Finance for non finance for employee, business man and corporatete Bibek Prajapati
The ability to effectively read financial reports and data is crucial to the
processes of day-to-day management, strategic planning and
decision-making in any firm.
-The proper understanding of the various
financial concepts and instruments and their implications to the firm’s
health and performance in the market place are indispensable for
managers who typically come from various functions within the firm.
-The comprehensive program of Finance for Non-Finance Managers
has been carefully designed to meet the needs of executives and
managers who come from nonfinancial backgrounds across the
corporate landscape.
-The two-staged program provides theparticipants with a comprehensive understanding of key financial principles and practices and empowers them with the tools to effectively interpret and use financial data in the decision-making process in their respective functions of sales, marketing or planning.
Meaning/ WHY
Benefits
Key Personal Responsibility
Type of business
Financial planning
Three principle of corporate Finance
Why Financial Accounting
Fundamentals of Financial Accounting
Procedural Aspects of Accounting
Objectives of accounting
Function of Accounting
Accounting – Classification
Difference between Management Accounting and Financial Accounting
Bookkeeping &Process of accounting
Steps/Phases of Accounting Cycle
User of accounting Information
BASIC ACCOUNTING TERMS
Types of Accounts
Accounting Equation
ACCRUAL BASIS AND CASH BASIS OF ACCOUNTING
CAPITAL AND REVENUE TRANSACTIONS
Cost Accounting meaning , objective
ROLE OF A COST ACCOUNTANT IN A MANUFACTURING ORGANISATION
COST CONCEPT, TYPES AND CLASSIFICATION
Cost centre and cost unit
ELEMENTS OF COST
CLASSIFICATION OF COST
TYPES / TECHNIQUES OF COSTING
METHODS OF COSTING & THEIR APPLICABILITY
COGS, INVENTRY
Capacity
Budget
Corporate objective
Cost control and variance
Standard costing
Cash flow statement
Annual Report
Ratio analysisis
Capital Budgeting
Risk and Return
Regulators
Constitutional Aspects of Taxation by the Union and States
Financial Relations between the
Union and the States
Indirect Taxes : Union and the States
Taxation by the Union and the States
REVENUE ADMINISTRATION
Gst
Existing Indirect Tax System
ACTIVE INTERFACE WITH IT SYSTEMS
INCOME TAX LAW : AN INTRODUCTION
Income-tax Act
The Finance Act
CONCEPT OF INCOME
Stapes of TOTAL INCOME AND TAX PAYABLE
Deductions from Gross Total Income
RETURN OF INCOME
For full text article go to : https://www.educorporatebridge.com/finance-for-non-finance/finance-for-non-finance-professionals/
This article on Finance for Non Finance Professionals will help you to gain basic finance knowledge, accounting concepts and better understanding of financial statement required for growth of your organization.
This presentation was made at the Washington Area Community Investment Fund (Wacif). This presentation goes over how to use financial statements and tools to make decisions.
EBITDA and Other Scary Words (SERIES: MBA in a Day 2018)Financial Poise
To view the accompanying webinar, go to: https://www.financialpoise.com/financialpoisewebinars/view-webinar/?id=266162587&slides=N0vp57jbbtWiSr
This webinar explores the ins and outs of financial language and how you can navigate the seeming labyrinth of a language that can sound foreign and in some ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This webinar also sheds light on issues with ROI and Payback among other valuation tools and explain what a Cash Conversion Cycle looks like for your business.
May 12 lecture by Keith Townsend, King & Spalding, covering Special Purpose Acquisition Company (SPAC) dynamics, for the mHealth Israel community. The lecture incluces public company considerations, SPAC Targets, SPAC Execution and Process, sample term sheet, securities law, considerations / differences for SPACs, etc.
How to Read a Balance Sheet - And Why You Care! (Series: MBA Boot Camp)Financial Poise
A balance sheet provides a snapshot of a company’s assets, liabilities, and equity. It is one of several major financial statements used to manage a business, and is a critical due diligence item used by lenders and investors in deciding whether to provide capital to a business. This webinar explains the basics of understanding a balance sheet and puts it in context by also touching on the other key financial statements.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/how-to-read-a-balance-sheet-and-why-you-care-2021/
The KPI - Cash Flow Modeling and Projections (Series: MBA Boot Camp 2020) Financial Poise
You can chase a lot of financial measures of your business, but nothing stacks up to cash flow. Like a boat captain on a rough sea, being able to see what is coming at you financially is absolutely invaluable. Cash flow models are the absolute go-to tool for reviewing companies in distress, yet they are also invaluable to venture capitalist who must manage long range investments as well as fast growth. This webinar discusses the basic components of a cash flow model, why it is weekly and not monthly and why 13 weeks is the usual length. This webinar also discusses what type of data is best for making an efficient and practical cash flow model, as well as best practices for reporting and pitfalls associated with modeling and balance roll forwards.
Jazzit Score is a financial reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients’ business. Drawing on the trial balance info already entered in CaseWare Working Papers, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.
Founded in 2000, Jazzit is Canada’s leading supplier of premium CaseWare templates for accountants. Our products include Jazzit Fundamentals, Jazzit Checklists and Jazzit Score, creating a powerful suite of automated solutions for SME practioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 115 templates and letters that assist public accountants in completing year-end engagements with their corporate clients. With offices in Calgary, Alberta, and Kelowna, B.C., Jazzit’s software serves over 5,000 accounting professionals across Canada.
Jazzit Score is a financial reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients' business. Drawing on the trial balance info already entered in CaseWare Working Papers, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.
Founded in 2000, Jazzit is Canada's leading supplier of premium CaseWare templates for accountants. Our products include Jazzit Fundamentals, Jazzit Checklists and Jazzit Score, creating a powerful suite of automated solutions for SME practioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 100 templates and letters that assist public accountants in completing year-end engagements with their corporate clients. With offices in Calgary, Alberta, and Kelowna, B.C., Jazzit's software serves over 5,000 accounting professionals across Canada.
The KPI - Cash Flow Modeling and Projections (Series: MBA Boot Camp)Financial Poise
You can chase a lot of financial measures of your business, but nothing stacks up to cash flow. Like a boat captain on a rough sea, being able to see what is coming at you financially is absolutely invaluable.
Cash flow models are the absolute go-to tool for reviewing companies in distress, yet they are also invaluable to venture capitalists who must manage long range investments as well as fast growth. This webinar discusses the basic components of a cash flow model, why it is weekly and not monthly and why 13 weeks is the usual length. This webinar also discusses what type of data is best for making an efficient and practical cash flow model, as well as best practices for reporting and pitfalls associated with modeling and balance roll forwards.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/the-kpi-cash-flow-modeling-and-projections-2021/
Financial ratios and their use in understanding Financial StatementsPranav Dedhia
An introduction and in-depth understanding on the importance of Financial ratios in understanding financial statements of business entities along with relevant examples
Stepping into a role which requires business finance knowledge? Here is a short guide offering advice, tools, and expertise that you will need to equip yourself with to be successful. Check out our Diploma in Business Finance for more.
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You FileFinancial Poise
This segment will delve into considerations that come into play when filing or responding to post-grant review proceedings. These considerations include issues of real party in interest, timing, and substantive arguments.
Part of the webinar series: IP-301 POST-GRANT REVIEW TRIALS 2022
See more at https://www.financialpoise.com/webinars/
This segment will discuss the statutory and procedural background of post-grant review proceedings. It will discuss the types of proceedings available and provide a high-level discussion of how the proceedings are conducted.
Part of the webinar series:
IP-301 POST-GRANT REVIEW TRIALS 2022
See more at https://www.financialpoise.com/webinars/
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day HearingFinancial Poise
Even when a bankruptcy petition is the result of a soft-landing rather than a freefall, filing a chapter 11 petition is a disruptive event. To facilitate the debtor’s entry into chapter 11 with as little disruption as possible, first day motions are filed to ensure that a debtor-in-possession can minimize interruptions and continue operating its business in order to achieve its goals in chapter 11. This webinar provides an overview of the administrative and operational first day motions typically filed by chapter 11 debtors and the process for requesting a first day hearing, providing notice of the hearing, and ensuring that the hearing runs smoothly.
Part of the webinar series: THE NUTS & BOLTS OF BANKRUPTCY LAW 2022
See more at https://www.financialpoise.com/webinars/
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!Financial Poise
Sometimes it begins when a client, tenant, or customer starts to slow-pay, with the result that your accounts receivable start to accrue gradually. Other times the issue presents itself more suddenly. Either way, you find your company owed a great deal of money that looks like it may not be collected because your client/tenant/customer has filed bankruptcy, has commenced an assignment for the benefit of creditors, has been put into receivership, or is otherwise just plain insolvent. What do you do? What should you not do? The topics discussed in this webinar include the pros and cons of putting a counterparty into involuntary bankruptcy; when and how you may be able to pursue third parties (like guarantors, directors, or officers) for the amount owed; risks related to preference attack; pros and cons of sitting on a “creditors’ committee” in a Chapter 11; how to negotiate for “critical vendor” protection in Chapter 11; and practical guidance for continuing to provide goods or services to an insolvent counterparty.
Part of the webinar series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022
See more at https://www.financialpoise.com/webinars/
We’ve all long heard about writing practices to avoid, including run-on sentences, excessive passive voice, and nominalization. This webinar not only discusses how those habits can damage briefs, but also explores a key habit brief-writers should embrace: using strong, precise verbs, which are the engine of a persuasive sentence. Panelists also exchange views about finding the most persuasive voice and tone, as well as the right temperature for rhetoric.
Part of the webinar series: PERSUASIVE BRIEF WRITING 2022
See more at https://www.financialpoise.com/webinars/
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...Financial Poise
You’ve received the dreaded call that your company has just suffered a data breach – what do you do next? Who do you call for help? What notification obligations do you have?
With proper preparation, you can mitigate the damage caused by this unfortunate event and put your business in a position to recover. Your company may have already implemented its information security program and identified the responsible parties, including applicable outside experts, to be contacted in the event of a breach. However, now you must call up your incident response team to investigate the extent of the breach, evaluate the possible damage to your company, and determine whether you must notify your clients, customers, or the public of the breach. This webinar will help prepare you to take action when the worst happens.
Part of the webinar series:
CYBER SECURITY and DATA PRIVACY 2022
See more at https://www.financialpoise.com/webinars/
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...Financial Poise
Data is one of your business’s most valuable assets and requires protection like any other asset. How can you protect your data from unauthorized access or inadvertent disclosure?
An information security program is designed to protect the confidentiality, integrity, and availability of your company’s data and information technology assets. Federal, state, or international law may also require your business to have an information security program in place.
This webinar will provide the basics of how to create and implement an information security program, beginning with identifying your incident response team, putting applicable insurance policies into place, and closing any gaps in the security of your data.
Part of the webinar series:
CYBERSECURITY & DATA PRIVACY 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...Financial Poise
Obtaining a final and enforceable judgment is often just the first phase of the civil litigation process; without effective enforcement and collection, a judgment is merely a piece of paper (or electronic docket entry). This webinar provides an overview of the technical, procedural and strategic considerations necessary to monetize judgments and make litigation worthwhile.
Part of the webinar series: NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101 Financial Poise
When is an appeal permitted and when should you take one? What rules and procedures govern appellate practice and how can you best avoid technical and procedural mistakes. How are appellate briefs different from those filed with the trial court and what are some keys to making them successful? And how can you best prepare for appellate oral argument? This webinar explores these questions and more with a panel of experienced appellate litigators.
Part of the webinar series: NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022
See more at https://www.financialpoise.com/webinars/
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...Financial Poise
There's creating content; then there's creating great content; and then there's creating great content that actually gets seen by the ideal audience. Each of those layers has its own unique challenges. In this webinar episode, we share insights from a variety of highly experienced content creators. Each panelist member provides their own unique spin on how to create great content that gets seen by the intended audience. By the completion of this episode, the audience member will have a clear and actionable plan on how to create outstanding content that meets their unique marketing needs.
Part of the webinar series: MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022
See more at https://www.financialpoise.com/webinars/
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas Financial Poise
Although issues in oil and gas chapter 11 cases vary from case to case, there are, nonetheless, certain issues that tend to arise in most oil and gas cases. Among them: treatment of oil and gas leases, the payment of royalties, hedging agreements, and valuation. This webinar addresses such issues.
Part of the webinar series: CHAPTER 11 - INDUSTRY FOCUS 2022
See more at https://www.financialpoise.com/webinars/
BUSINESS LAW REVIEW- 2022: Selling a Business Financial Poise
A Startup is the Founders’ baby - they dream it, created it and worked tirelessly to make it successful. Deciding it may be time to sell all or part is the easy part - acknowledging and addressing the financial and emotional issues can be challenging.
Negotiating with potential buyers or investors is time intensive, to say the least. Positioning a business for a value maximizing transaction requires planning. What professionals need to be engaged? How do the parties come to a valuation? What is the profile of the likely investor or buyer? These are just some of the questions this webinar addresses.
Part of the webinar series: BUSINESS LAW REVIEW- 2022
See more at https://www.financialpoise.com/webinars/
BUSINESS LAW REVIEW- 2022: Immigration Law for Business-101Financial Poise
A basic understanding of immigration law is critical to a vast array of businesses operating in today’s economy. Foreign employees and their sponsoring companies will navigate a complex maze in the attempt to achieve the desired goals of the employee maximizing their ability to provide services and value to the company. One of various determining factors as to which pathway to attempt is whether the goal is an immigrant visa (also known as a “green card”) which may ultimately allow lawful permanent residence in the United States or a non-immigrant visa. The need for foreign labor affects various industries and applies to large segments of skilled, unskilled and semi-skilled workers in jobs ranging from farm to seasonal to high-tech. This webinar explains what businesses need to know in the current environment as well as how political and globalization issues will affect immigration laws going forward.
Part of the webinar series:
BUSINESS LAW REVIEW- 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts Financial Poise
Expert witnesses are an integral part of modern commercial litigation. They can be used for everything from calculating damages to explaining software workflows to establishing industry standards. This webinar begins with an exploration of the common types of cases that call for use of expert testimony. From there, we discuss the rules governing experts, including expert disclosures, discovery, and expert depositions. We also discuss the Daubert standard for excluding expert testimony, and discuss how a successful Daubert motion may be brought. This hour will help you figure out when and how to hire your own expert, and will give you some ideas on how to challenge your opponent’s expert when the time comes.
Part of the webinar series:
NEWBIE LITIGATOR SCHOOL - Part I 2022
See more at https://www.financialpoise.com/webinars/
Executive compensation continues its movement towards performance pay as the standard. Compensation structures and proxy disclosures are more and more complex. Investors and proxy advisors continue to increase influence on compensation issues. This webinar examines executive compensation, including equity-based compensation plans and executive employment and severance agreements. The importance of disclosure, alignment of risk, and metrics is also examined. Practical guidance on pay-for-performance and supplemental pay definitions is provided. The panelists discuss the effect of the Dodd-Frank Act on executive compensation, including SEC regulations. Exchange rules are compared to applicable federal law. Best practices regarding executive compensation committees and regulatory requirements for those committees are examined. Shareholder advisory groups promulgate executive compensation related advisory policies for their institutional shareholder clients annually and these policies are also discussed. Issues regarding board composition and leadership structure issues are discussed in relation to executive compensation.
Part of the webinar series:
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2
See more at https://www.financialpoise.com/webinars/
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...Financial Poise
The Securities and Exchange Commission has been entrusted with a significant corporate compliance regulatory function, which has been expanded by seminal legislation in the recent past such as the Sarbanes-Oxley (“SOX”) and Dodd-Frank Acts. This webinar discusses board fiduciary duties and the tension between state corporate law standards and federal law. Board composition, independence, structure and processes (including best practices in regard to committees) are analyzed. Specifically, director independence is discussed as is audit committees and related requirements, regulations and exemptions. NASDAQ and the NYSE also have similar requirements for director independence and those are also discussed. The webinar also covers disclosure matters related to SOX compliance, including timing and content of an issuer's periodic disclosures. Both the legal requirements and best practices related to disclosure procedures and internal controls under SOX are examined. Means of controlling the costs of SOX, especially for smaller public companies, are also discussed, including trends in the industry related to high regulatory compliance costs. Finally, the applicability and best practices for privately held companies and SOX are considered.
Part of the webinar series: CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2
See more at https://www.financialpoise.com/webinars/
The deal is complete, and the parties have finished the hard work. Or have they? Integration planning turns to execution as people, process, and technology are combined once the deal is legally closed. The buyer will need to consider the purchased business or assets from the standpoint of employees, IT, customers, suppliers, and a multitude of other areas. In addition, numerous post-closing legal issues may arise, including purchase price adjustments, breaches of representations and warranties, enforcement of key negative employment-related covenants and restrictive covenants, collection of pre-closing accounts receivable, and true-ups of final financials. This episode guides listeners through the process, timing, and issues which most commonly arise after the closing of deals.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
Although every deal is different, understanding any purchase/sale agreement will help you understand other purchase sale agreements. Stated another way, most M&A documents include a similar set of sections and use a similar vocabulary. This episode explains specific, common provisions and discusses how buyers and sellers approach these provisions differently, particularly in light of situational differences (e.g. whether the assets being bought and sold are equity of a company or the assets of a company; whether the seller is going to cease to exists or not). Topics covered will include tax issues; corporate governance; closing conditions; representations and warranties; indemnification provisions; earn-outs; restrictive covenants; antitrust; intellectual property; and employment issues.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
Buying, selling, or merging a company typically follows a similar set of steps from deal to deal. The amount of time each step takes varies but the order of the steps is fairly uniform because the steps follow a certain logic: before the parties share meaningful information, they should sign a confidentiality agreement (a/k/a “non-disclosure agreement,” or “NDA”); once a baseline amount of information is known by the would-be buyer, it commonly presents a letter of intent or term sheet to the target or its owner, which serves as an outline for a deal but does not necessarily bind the parties to consummate the transaction; additional due diligence and the negotiation, drafting and signing of definitive documents comes next. The parties then obtain any needed regulatory and/or contractual third party approvals; followed by closing; and finally by post-closing tasks. This webinar will discuss all these steps from a macro perspective so that you can see the forest for the trees, but does not do a deep dive into any single topic. Think of this webinar as a road map or timeline for a typical deal.
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M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
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2. 2
Practical and entertaining education for
attorneys, accountants, business owners and
executives, and investors.
3. Disclaimer
The material in this webinar is for informational purposes only. It should not be considered
legal, financial or other professional advice. You should consult with an attorney or other
appropriate professional to determine what may be best for your individual needs. While
Financial Poise™ takes reasonable steps to ensure that information it publishes is accurate,
Financial Poise™ makes no guaranty in this regard.
3
4. Meet the Faculty
MODERATOR:
Chris Cahill - L&G Law Group LLP
PANELISTS:
John Levitske - Ankura
Lee Gould - Gould & Pakter Associates, LLC
Biff Ruttenberg - Atlas Partners LLC
4
5. About This Webinar
EBITDA and Other Scary Words
This webinar explores the ins and outs of financial language and how you can
navigate the seeming labyrinth of a language that can sound foreign and in some
ways counterintuitive. This webinar teaches the correct use of EBIT, EBITDA and
EBITDAR while also dealing with concepts like Cap Rate vs. Capital Cost. This
webinar also sheds light on issues with ROI and Payback among other valuation
tools and explain what a Cash Conversion Cycle looks like for your business.
5
6. About This Series
MBA Boot Camp 2020
“If you don’t know your numbers, you don’t know your business.” This is a common refrain
that is equally applicable to attorney and other consultants who work with businesses. This
webinar series is designed for you if you are a startup founder, business owner, executive,
investor, attorney or consultant who, though not a finance or accounting professional, finds
herself needing to understand finance and accounting. It won’t make you an expert but it will
give you the tools you need to speak with experts in order to get more out of them and it will
provide a solid foundation on which you can build. Packed with illustrative examples, helpful
anecdotes and real-world case studies, this series teaches you some of the key take things you
need to understand about finance and accounting.
Each Financial Poise Webinar is delivered in Plain English, understandable to investors, business owners, and
executives without much background in these areas, yet is of primary value to attorneys, accountants, and other
seasoned professionals. Each episode brings you into engaging, sometimes humorous, conversations designed to
entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes so that
participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
6
7. Episodes in this Series
#1: EBITDA and Other Scary Words
Premiere date: 1/23/20
#2: How to Read a Balance Sheet – And Why You Care!
Premiere date: 2/20/20
#3: The KPI- Cash Flow Modeling and Projections
Premiere date: 3/19/20
#4: Where Did All My Profits Go? Mastering the Concept of Working Capital
Premiere date: 4/16/20
7
10. Financial/Accounting Ratio
A relative magnitude of two selected numerical values taken from an
enterprise's financial statements
Used to compare the strengths and weaknesses between/among companies
By Whom?
By managers within a company
By current and potential shareholders (owners) of a company
By company’s creditors
10
11. Inputs for Financial Accounting Ratio
Values used in calculating financial ratios are derived from:
Balance sheet
Income statement
Statement of cash flows
Statement of changes in equity
Data contained in these statements is based on the accounting method and
accounting standards used
These statements provide certain key metrics
11
14. A Brief Note on GAAP (Generally Accepted
Accounting Principles)
Collection of commonly accepted accounting rules and standards for financial
reporting
Includes definitions of concepts and principles, as well as industry-specific rules
Designed to ensure that financial reporting is transparent and consistent from
one organization to another
But not all terms/concepts are defined in GAAP, e.g., EBITDA
14
15. Key Metrics
What is key varies by:
Point in lifecycle
Industry
Financial strength
Purpose in considering
15
16. Examples of Some Key Metrics
Gross Profit Margin
Compares cost of goods or services to income derived from those costs
Tool to determine productivity when compared against others in same industry
Current Ratio
Measures liquidity
Total Current Assets / Total Current Liabilities
Working Capital
Total Current Assets - Total Current Liabilities
Positive working capital means company can pay off its short-term liabilities.
Negative working capital means company currently is unable to meet its short-
term liabilities with its current assets.
16
17. Examples of Some Key Metrics
Debt/Equity Ratio
Measures the extent of leverage in a company
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)
Essentially, this is the net operating income of a company
Can be used to analyze and compare profitability between companies
because it eliminates effects of financing and accounting decisions
Essentially, a measure of cash flow from operations, which is available to
service debt and make capital expenditures
17
18. Some Key Metrics from an Investor’s Perspective
Liquidity
Earnings Growth and Growth of Net Income
Return on Assets
Operating Cash Flow
18
19. The Investor’s Perspective – Liquid (Balance Sheet)
Can the company pay everything it needs to pay in the next year?
The current ratio compares current assets (assets that can be turned into cash in
the next year) with current liabilities (obligations that have to be paid in the next
year)
Rule of thumb - a 2:1 ratio of liquidity to debt is good
A large, well-run company may have lower ratio where its cash control is good
19
20. The Investor’s Perspective – Earning Growth of Net
Income (Income Statement)
Is company growing?
Look across top and bottom lines of income statement the top line and bottom
line should be growing in a fairly parallel manner
To the extent a company creates operating leverage (for example, through
economies of scale), bottom line can grow at a faster pace than top line
20
21. The Investor’s Perspective (Return on Assets)
Return on assets, return on equity, and return on capital = measures of
compared to amount of money being used to get those earnings
Return on assets is an indicator of how profitable a company is relative to its
total assets
21
22. The Investor’s Perspective – Operating Cash Flow
(Statement of Cash Flows)
How is the company generating cash?
[Operating cash flow - $ used to pay for capital expenses] = owner’s cash flow
or free cash
22
23. Some Key Metrics for Startups
Customer Acquisition Cost (CAC) & Lifetime Value of Customer (LTV)
Churn Rate (number of clients who drop its services in a given period)
Revenue Run Rate (extrapolation of annualized revenue based on current income
levels)
Cash Flow/Burn Rate (speed with which a business uses up its cash reserves to pay for
overhead)
Fixed vs. Break-even Costs
Analysis
23
24. Some Key Metrics for Lenders
Source: https://corporatefinanceinstitute.com/resources/knowledge/finance/assessing-debt-capacity/
24
25. Some Key Metrics for Acquirers
Growth: Companies with much higher or much lower growth (measured by their three-
year compound annual growth rate in sales) than the average are the most likely to
become acquisition targets
Profitability: Private companies with much higher or much lower profitability (measured
by their ratio of EBITDA to sales) than the average are the most likely to become
acquisition targets
Source: https://www.forbes.com/sites/mattporzio/2016/10/03/6-key-financial-indicators-of-
attractive-acquisition-targets/#a46b5ce1ab35
25
26. Some Key Metrics for Acquirers
Leverage: Private companies with much higher leverage (measured by their ratio of debt
to EBITDA) than the average are the most likely to become acquisition targets. Public
companies with much lower leverage than the average are the most likely to become
acquisition targets.
Size: Private companies that are much larger or smaller (measured by total sales) than
the average are the most likely to become acquisition targets. Public companies that are
much smaller than the average are more likely to become acquisition targets.
Source: https://www.forbes.com/sites/mattporzio/2016/10/03/6-key-financial-indicators-of-
attractive-acquisition-targets/#a46b5ce1ab35
26
27. Some Key Metrics for Acquirers
Liquidity: Target companies have lower levels of liquidity (measured their ratio of current
assets to current liabilities) than non-target companies
Valuation: Public companies with lower valuation multiples (measured by their ratio of
enterprise value to EBITDA) than the average are the most likely to become acquisition
targets
Source: https://www.forbes.com/sites/mattporzio/2016/10/03/6-key-financial-indicators-of-
attractive-acquisition-targets/#a46b5ce1ab35
27
28. EBITDA – Defining and Demystifying
Earnings Before Interest Taxes Depreciation & Amortization
Used to measure a company's financial strength by approximating cash
flows, without factoring in tax conditions or accounting decisions
Focuses on measuring financial strength by removing expenses that are
not part of a company's core functions
28
29. EBITDA – History and Use
Popularized in the 80s in leveraged buyouts ("LBOs"), when acquirers
assessed profitability of distressed businesses to determine whether company
acquired could pay down debts quickly after restructuring
EBITDA can be used by management to compare company performance
against similar companies that have different capital structures
29
30. EBITDA – Breaking Down Each Component
Earnings
Essentially the company's Net Profit
Often referred to as the "bottom line," Net Profit is calculated by
subtracting total expenses from total revenues
30
31. EBITDA – Breaking Down Each Component
Before Interest
Costs incurred for financing
Considered to be a non-operating expense on company's income
statement
Represents interest payable for any type of financing (bonds, loans,
convertible debt, lines of credit, etc.)
31
32. EBITDA – Breaking Down Each Component
Before Taxes
Taxes payable vary company to company, based on taxing jurisdictions,
structure of organization, etc.
32
33. EBITDA – Breaking Down Each Component
Before Depreciation
Captures economic and functional decline in the value of a tangible asset
(such as property, plant, and equipment (“PP&E”)) over the asset's
expected life
Multiple methods of depreciation used under US GAAP
May be differences in how an asset's decrease in value is calculated for
financial and tax reporting
Considered to be a non-cash expense because no cash outflow is
associated with asset's declining value (cost is purely economic)
33
34. EBITDA – Breaking Down Each Component
Before Amortization
Representation of declining value of long-lived intangible asset over its
expected economic life
May include intangibles such as capitalized software, or acquired
intangible assets such as trade names, customer relationships, and
technology
34
35. Advantages of EBITDA
Simplicity
Easy metric for investors or others conducting due diligence to
understand company's ability to make money
Comparability
EBITDA aids comparison of multiple companies in an industry against one
another by stripping out variable factors (interest, taxes, depreciation,
amortization)
35
36. Disadvantages of EBITDA
Inaccuracy
By not factoring in interest, taxes, etc., EBITDA may not create a full
picture of a company's ability to operate profitably
Misuse
EBITDA may be manipulated to make company appear more profitable
than it is
36
37. Disadvantages of EBITDA
“EBITDA is one of the most deceptive and overused financial terms in business and
investment finance. In a weak attempt to create a level playing field between two
comparable companies in the same industry, EBITDA instead creates confusion by
excluding important metrics like working capital changes. EBITDA cannot be used
alone to create an accurate cash flow picture we need to move from EBITDA to
actual cash flow.”
Source:
The Business Ferret (http://thebusinessferret.com/key-financial-metrics/ebitda-to-cash-flow/)
37
38. EBITDA Hypo
Suppose you wanted to evaluate two lemonade stands. For the purposes of
illustration, we'll assume these two companies use the exact same lemonade
stands and carry the same amount of inventory, cash in the register, etc., thus
their balance sheets carry the same amount of assets
Lemonade Stand A was funded entirely by equity; Lemonade Stand B primarily
uses debt to fund its operations
The only difference between them is how they chose to finance these assets --
one with debt, one with equity
Income statements for these two lemonade stands appear in the next slide
38
39. EBITDA Hypo: Lemonade Stand A
39
Revenue $1,000
Cost of Goods Sold $300
Interest Expense $0
Depreciation of Lemonade Stand $50
Income Before Taxes $650
Net Income (35% Tax Rate) $422.50
EBITDA $700
40. EBITDA Hypo: Lemonade Stand B
40
Revenue $1,000
Cost of Goods Sold $300
Interest Expense ($1,500 at 10% Interest) $150
Depreciation of Lemonade Stand $50
Income Before Taxes $500
Net Income (35% Tax Rate) $325
EBITDA $700
41. EBITDA Hypo
Because Lemonade Stand B uses substantially more debt ($1,500 at 10%
interest) to finance its operations, it is less profitable in terms of net income ($325
in profits versus $422.50)
However, when compared on the basis of EBITDA, the lemonade stands are
equal, each producing $700 in EBITDA from $1,000 in sales last year
41
43. EBIT
Earnings Before Interest & Taxes
Leaves Depreciation and Amortization as part of calculation
May be preferable to measure actual earnings of companies with high capital
expenditures ("CAPEX" is $$$ used to acquire or maintain fixed assets like
land, buildings, and equipment)
43
44. EBITDAR
Earnings Before Interest Taxes Depreciation Amortization & Rent/Restructuring
costs
Same calculation as EBITDA, but in addition removes rents and restructuring
costs from equation
Useful for companies contemplating restructuring
44
45. EBITDARM
Earnings Before Interest Taxes Depreciation Amortization Rent & Management
fees
Modifies EBITDA calculation to remove additional factors of rent and fees
associated with property management
Frequently used when company has rent and management fees representing a
higher-than-usual percentage of operating costs (Real Estate Investment Trusts
("REITS"), hospitals, nursing facilities)
Also used by credit ratings agencies
45
46. Enterprise Value (EV)
EV measures a company’s total value, and looks at entire market value rather
than just equity value
In essence: the effective cost of buying a company, or the theoretical price of a
target company
46
47. Enterprise Value (EV)
Source: https://corporatefinanceinstitute.com/resources/knowledge/valuation/what-is-enterprise-value-ev/
47
48. Enterprise Value (EV) & EBITDA – Calculating
Enterprise Multiples
Once EV & EBITDA are known, they can be used in concert to determine an
Enterprise Multiple
Ratio used to determine the value of a company.
Enterprise Multiple looks at a company the way a potential acquirer would,
taking into account the company's debt
48
49. Enterprise Value (EV) & EBITDA – Calculating
Enterprise Multiples
Uses:
Investors/buyers can use to determine whether company is
over/undervalued
Compare valuations of multiple companies
Calculating offer price for company by prospective purchaser (example,
offering 4x EBITDA)
49
51. About The Faculty
Chris Cahill - ccahill@lgcounsel.com
Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group at L&G Law Group
LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’
committees, potential purchasers and others through bankruptcy cases, out-of-court
workouts, assignments for the benefit of creditors, and receiverships. Mr. Cahill has
substantial mega-case experience representing very large debtors, and counsels and litigates
on behalf of manufacturers and secured lenders in large and middle-market cases.
Mr. Cahill also publishes frequently and speaks regularly on commercial insolvency
issues. He is an executive editor of Commercial Bankruptcy Litigation, 2d Edition (Jonathan
P. Friedland, Elizabeth Vandesteeg & Christopher M. Cahill eds., 2020) and is the host of
Financial Poise Radio, a periodic broadcast for investors and other curious persons,
on www.financialpoise.com.
51
52. About The Faculty
John Levitske - John.Levitske@ankura.com
John Levitske is a Senior Managing Director at Ankura, focused on business valuation and complex financial
disputes. He has served as a senior advisor to companies, owners, executives, and legal counsel in business
disputes, shareholder disputes, and M&A transactions regarding issues of valuation, finance, damages, and
accounting. John is based in Chicago. With more than two decades of Big Four public accounting and
international consulting experience, John is seasoned in business valuation, financial analysis, economic
damage quantification, forensic accounting, retrospective solvency analysis, and post-merger & acquisition
accounting calculations. He handles appraisals of healthy and distressed companies for buyouts of shareholders
and creditors, transaction planning, estate and gift taxation, financial accounting, bankruptcy proceedings, and
litigation disputes. John has provided consulting and expert witness testimony services and has served as a
neutral party in arbitration and mediation. He has testified as an expert witness in the US and Europe in
depositions, hearings, bench and jury court trials, and domestic and international arbitration (ICC, SCC, AAA,
JAMS, FINRA, and ad hoc arbitrations) and has served as a neutral arbitrator. In addition, he has rendered
binding decisions on disputed matters.
To read more, go to https://www.financialpoise.com/financialpoisewebinars/faculty/john-levitske/.
52
53. About The Faculty
Lee Gould - lgould@litcpa.com
Mr. Gould focuses on performing valuations of closely held businesses, lost profit and economic damages
determination and forensic and financial accounting analysis. He has almost forty years of experience in diverse
engagements in numerous industries. Mr. Gould has testified in Federal and State courts and participated in
alternative dispute resolutions. He has been recognized as an expert in business valuations, economic damages
determination, financial analysis, tracing assets and sources of funds used to purchase assets, revenue and expense
analyses and business economics. Mr. Gould provides business valuations, business consulting services and
testimony for trial lawyers and their clients. He has experience in business valuations for family law proceedings,
shareholder dissent and oppression matters, estate and gift tax compliance purposes and in conjunction with the
preparation of buy/sell agreements. He provides business valuations and related consulting services for middle-
market, closely held businesses including, when appropriate, allocation of personal and enterprise goodwill.
Mr. Gould performs lost profit and financial damages calculations in commercial litigation matters including breach of
contract, lost profits and business interruption claims. He has provided litigation consulting services in a variety of
industries including manufacturing, distribution, retail, construction, financial services, professional service
corporations and real estate.
To read more, go to https://www.financialpoise.com/financialpoisewebinars/faculty/lee-a-gould.
53
54. About The Faculty
Biff Ruttenberg - biff@atlaspartners.com
Biff Ruttenberg has 48 years of retail development, redevelopment, management, and leasing
experience. His real estate background, including mortgage banking, construction, real estate brokerage
and lending experience, has contributed to Mr. Ruttenberg’s years of successful business projects and
relationships. He holds a BA from the University of Pennsylvania and an MBA from the Kellogg Graduate
School of Management at Northwestern University.
He is the president of Atlas Partners, LLC, a real estate services firm focusing on consulting to asset-
based lenders, institutions and other users of commercial space. It specializes in workouts, turnarounds,
dispositions, and maximizing the value of difficult properties. The company’s registered slogan is "The real
estate department for companies that do not want to be in the real estate business...but are."® Affiliates
of Atlas Partners also acquire distressed debt and operating businesses.
To read more, go to https://www.financialpoise.com/financialpoisewebinars/faculty/biff-ruttenberg-2/.
54
55. Questions or Comments?
If you have any questions about this webinar that you did not get to ask during the live
premiere, or if you are watching this webinar On Demand, please do not hesitate to email us
at info@financialpoise.com with any questions or comments you may have. Please include
the name of the webinar in your email and we will do our best to provide a timely response.
IMPORTANT NOTE: The material in this presentation is for general educational purposes
only. It has been prepared primarily for attorneys and accountants for use in the pursuit of
their continuing legal education and continuing professional education.
55
56. About Financial Poise
56
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