Focus on Corporate Finance
Registering for CPD Fest 2022 couldn’t be more straightforward. We have three packages for you to choose from – 8 hours, 16 hours and 24 hours of CPD – allowing you to customise the event to your own specific needs. Once purchased, pick ‘n’ mix the topics of most interest and relevance to you from any of the sessions running across the week of CPD Fest 2022.
CPD Fest Packages:
The 12 Gifts Of CPD Fest
Over the coming weeks we are going to give you advance access to hugely valuable extracts from the note packs The CPD Fest & The Essential Advisors’ Mix.
With The 12 Gifts of CPD Fest you will get guides, financial statements, checklists, tools, tax papers, letters of engagement and reports all the way up to and including the kitchen sink!
Registration for The 12 Gifts Of CPD Fest is free, quick and straight forward and you can do so here:
Event Details:
Session 1: Revisiting Corporate Finance Essentials in a Challenging Economic Environment I
Time: 09:00 – 10:40
Speaker: Cormac Lucey – Finance Lecturer & Economics Columnist
In this session, Cormac Lucey will be covering the following topics:
- Analysing financial statements & boosting shareholder value
- Investment decisions
- When asset values are so high, is there anywhere safe to invest?
- What are the most likely scenarios to unfold over the next 2-5 years?
Session 2: Revisiting Corporate Finance Essentials in a Challenging Economic Environment II
Time: 11:00 – 12:40
Speaker: Cormac Lucey – Finance Lecturer & Economics Columnist
In this session, Cormac Lucey will be covering the following topics:
- Funding and financing the firm
- Valuing the firm
- Corporate transactions
Session 3: Company Valuation – the Enterprise Value to Equity Value Bridge
Time: 13:40 – 15:20
Speaker: Dara Kelly – Grant Thornton
The session will be relevant to any professionals that are involved in corporate valuations and sale or purchases of corporate entities. During the session we will step through the adjustments required to get from Enterprise Value to Equity Value (ultimately the consideration paid/ received during the purchase/ sale of a company).
The key items to be covered by Dara Kelly are;
- Enterprise Value – An overview
- Equity adjustment methodology – Lockbox and Completion Accounts
- Cash, Cash like items
- Debt, Dent-like items
- Working Capital – adjustments and setting the target
- Other considerations
By attending this session, it will help the principals involved in arriving at the ultimate value for the sale/ purchase of 100% shareholding of a corporate entity.
This session will be of particular interest to accountants involved in corporate transactions, tax advisors and business owners considering a sale of purchase transaction
Session 4: Corporate Finance – The Importance of Analysing the Financial Statements
Time: 15:40 – 17:20
Speaker: Elaine Jackson – OmniPro Practice Support
In this session, Elaine will focus on the Importance of Analysing the Financial Statements when making decisions in relation to Investing in a Company, Merging with a Company, Acquiring a Company, Selling your Company or Planning for your Company’s Growth.
It is worth reminding ourselves that within the Directors Responsibilities Statement there is the following sentence; “Under company law, the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the assets, liabilities and financial position of the company as to the financial year end and of the profit or loss of the company for the financial year and otherwise comply with the Companies Act 2014.
If it is the case that “the financial statements give a true and fair view”, then what are investors/purchases/reviewers overlooking / missing when they analyse the financial statements.
In this session Elaine will cover the following topics;
- The Directors Report
- The Accounting Policies
- The P & L
- The Balance Sheet
- The Cashflow Statement
- The Notes to the Financial Statements
- The Key Ratios
- Looking beyond the Financial Statements
By attending this session, you will learn to Review and Analyse the Financial Statements from the perspective of a potential investor or purchaser.
This session will be of most Interest to all Corporate Finance Professionals, Accountants, Auditors, Tax Advisors, Company Directors, and Financial Controllers
Course Level: Advanced
Key Learning Outcomes
Participants will gain an understanding of current key corporate finance concepts and developments and be able to apply these in practice.
CPD Course Facilitators
Cormac Lucey – Finance Lecturer & Economics Columnist
Cormac Lucey teaches finance at the Irish Management Institute, University College Dublin and Chartered Accountants Ireland. He is a chartered accountant and has worked in various financial roles in banking and in industry in Ireland and in Germany. He lives in Dublin with his wife and son.
Dara Kelly - Grant Thornton
Dara’s main area of expertise is in corporate finance, transaction services and corporate restructuring and he has extensive experience in providing strategic advice to leading Irish corporates and financial institutions.
Dara’s skill set also incorporates experience from the provision of International Business Reviews, strategic option papers and exit strategies to both accelerated and controlled mergers and acquisitions, obtaining maximum value for his clients.
Elaine Jackson - OmniPro Practice Support
As a member of our Practice Support team, Elaine’s focus is on providing firm’s with assistance and training in the following areas; Anti-Money Laundering, Audit Testing and Walk Through Procedures, Audit Planning and Efficiency, OmniPro Audit Working Paper Demos, Preparing for Monitoring Visits and Post Monitoring Visit follow-ups.
Elaine has over 15 years Accountancy Practice experience which has provided her with a wealth of knowledge across all industries and sectors. Elaine is an AITI Chartered Tax Advisor, a Certified Public Accountant and holds a Diploma in Corporate Finance.
In her previous roles, Elaine has experienced a number of ACA and ACCA monitoring reviews. This experience has provided Elaine with a great understanding and appreciation for the challenges facing Accountants in practice today.
CPD Fest is brought to you in association with Xero.
