This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 10 in stock
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Finance
Event Date: December 12, 2025 11:30 am
Course Level
Overview
Format
Conference
Course Description
This practical course answers the most frequently asked questions about equity financing for private companies, providing clear, actionable insights to help financial professionals, entrepreneurs, and advisors navigate this complex area. From understanding different types of equity instruments to negotiating terms and managing investor relationships, you’ll gain essential knowledge to support your clients or business through successful capital raises.
Through detailed explanations and real-world examples, the course demystifies key concepts such as valuation, shareholder rights, dilution, and regulatory considerations. Whether you’re new to equity financing or looking to sharpen your expertise, this FAQ-style guide equips you with the tools to confidently address common challenges and opportunities.
- Describe the accounting for issuing common stock, preferred stock, and convertible debt instruments
- Discuss accounting implications for hybrid debt and equity instruments
- Explain the impact of modifying or extinguishing equity securities
Learning Objectives
Upon completion of this course, participants will be able to:
Describe the various types of equity financing available to private companies, including common stock, preferred stock, convertible notes, and SAFEs.
Explain valuation methods and their impact on equity financing transactions.
Identify key terms and conditions in equity financing agreements and their implications for founders and investors.
Assess the effects of equity financing on ownership dilution and control.
Navigate regulatory and compliance issues relevant to private equity offerings.
Develop strategies for managing investor relations and communicating effectively throughout the financing process.
Course Specifics
25CLasVegasDec-LE424752
None
None
Compliance Information
CFP Provider Number: 3199
CFP Course Number: 338625
CFP Credits: 2
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis. Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years. Prior to that, Jennifer was Executive Vice President/Director of …