E Sessions

Tuesday, June 11,
2:35 p.m. - 3:25 p.m.

E1. M&A: A Roadmap to a Transaction

Speaker(s): Brian Goodhart
NASBA field of study: Specialized Knowledge - Technical (1)

When selling a business, transactions are processes rather than events. Look at the main steps in the M&A process, with 30 years of mid-market M&A experience lighting the way. Examine the current state of the financial market, including interest rates, M&A trends, private equity, local news and more. Discuss how business owners should vet various transition options, including management buyouts, ESOPs, external sales and other strategies. Learn about best practices for assembling the right team, understand what role the adviser plays in the transition process and get tips to avoid common pitfalls.

E2. Understanding How Ethical Lapses Happen and Strategies to Prevent Them

Speaker(s): Dr. Kelly Richmond Pope
NASBA field of study: Behavioral Ethics - Non-Technical (1)

In a world where ethical dilemmas are increasingly complex and pervasive, the ability to make sound ethical decisions is a crucial skill for individuals, organizations and societies alike. Take an up-close look at ethical decision-making and gain tools and frameworks to navigate the intricate terrain of moral choices. Examine the diverse perspectives that inform ethical decision-making and common ethical dilemmas in both personal and professional realms. See how to cultivate more self-awareness of the influences that can cloud your judgment and gain strategies to foster a culture of ethics within your organization. Leave with a stronger foundation of knowledge and skills to navigate ethical challenges with clarity, integrity and compassion.

E3-F3. Practical Excel Illustrations: A Hands-on Workshop for Today’s Accountant

Speaker(s): Dr. Christopher Harper
NASBA field of study: Computer Software & Applications - Non-Technical (2.5)

Bring your laptop and get hands-on with Excel tips specifically for accounting professionals. Reinforce your existing skills and look at smart approaches to data analysis, reporting and managerial decision-making. Explore techniques you can immediately apply to your work, from powerful formulas and cost-volume-profit models to PivotTables, shortcuts and best practices. Unearth the hidden gems that will allow you to work more efficiently and better analyze your data with Excel. This is a double session exclusively for in-person attendees on day one of MBAC24.