Transaction Preparedness: Insights from Experience
1.0 CPE credit
in the field of Accounting
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives
At the end of this session, participants will be able to:
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Describe best practices to ensure a smooth integration process post-transaction, minimizing disruptions and maximizing value.
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Explain components and steps involved in preparing for a successful business transaction.
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Identify potential risks, challenges, and common obstacles that can arise during transactions and how to mitigate them.
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Develop strategic planning skills to create a comprehensive transaction plan, including timelines, roles, and responsibilities.
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Demonstrate enhanced due diligence capabilities by effectively uncovering potential issues.
Notes on Registration
The first time you register, you may be prompted to enter your email and a verification code. You will receive an email confirmation with a calendar appointment for the event. Please DROP the registration out of your BDOU “MY LEARNING” account page if you are no longer able to attend.
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Patrick Tye
Managing Director, Transaction Advisory Services
BDO USA
Jim Clayton
Retired BDO Principal and
Independent Advisor
Brian Black
Assurance Managing Director, Accounting Advisory & Outsourcing, ARAS Strategic Projects
BDO USA