CFO Series: Raising Capital the Most Crucial Responsibility!
CFO Series: Raising Capital the Most Crucial Responsibility!
CPE Credit:
2
Overview
Description:
The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail.
It is vital to accept that those who consider investing their money want something in return. The riskier the investment, the higher the cost. To be successful at raising financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor’s perspective.
Raising financing is a challenge, but we will show you how to assess the alternatives to suit the individual organization. Raising capital is tricky and grueling, but we will show you a proven process. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor, this seminar will help you understand what to consider when raising financing and how to do it.
Field of Study:
Finance (2 CPE)
Instructor
Instructor:
Don Minges, MBA
Additional Details
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in raising capital for or financing the organization.
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Understanding the need: How much is needed? When and what will it be used for? etc.
- Keys to success:
- Planning
- Understand how the use, stage, amount, and the how and when impact the decision
- Unintended consequences to avoid
- Low cost is not necessarily a sound option
- What are the non-quantifiable factors that can change the financing decision?
- Details on the time-intensive processes
- Common blunders when raising financing; the perils of choosing the wrong alternative or wrong investor!
Learning Objectives:
After attending this presentation, you will be able to…
- Recall methods to potentially finance the organization.
- Compare the advantages and disadvantages of various alternative financing methods.
- Assess different processes to raise capital.
Prerequisites:
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Developed By:
The Knowledge Institute, LLC
Format:
Group-Internet-Based
Course Code:
KIDMRCM2
Our Partners
NASBA Sponsor
CFO Series: Raising Capital the Most Crucial Responsibility!
Course Code:
KIDMRCM2
Program Level:
Intermediate
Description:
The most essential challenge for any organization is to raise capital. No financing means no employees, no internet, and no bank account, meaning there is no organization. Raising financing provides the lifeblood, a must-do for every CEO and CFO. How do you raise funds to finance an organization? What are the alternatives in addition to debt or equity? What are the pros and cons of each? We will discuss what to do and how to do it in detail.
It is vital to accept that those who consider investing their money want something in return. The riskier the investment, the higher the cost. To be successful at raising financing, you must plan extensively, have multiple alternatives, and consider the transaction from the investor’s perspective.
Raising financing is a challenge, but we will show you how to assess the alternatives to suit the individual organization. Raising capital is tricky and grueling, but we will show you a proven process. Whether you are the CEO, CFO, Board member, accountant, consultant, or advisor, this seminar will help you understand what to consider when raising financing and how to do it.
Program Content:
The major topics that will be covered in this course include:
- Understanding the need: How much is needed? When and what will it be used for? etc.
- Keys to success:
- Planning
- Understand how the use, stage, amount, and the how and when impact the decision
- Unintended consequences to avoid
- Low cost is not necessarily a sound option
- What are the non-quantifiable factors that can change the financing decision?
- Details on the time-intensive processes
- Common blunders when raising financing; the perils of choosing the wrong alternative or wrong investor!
Learning Objectives:
After attending this presentation, you will be able to…
- Recall methods to potentially finance the organization.
- Compare the advantages and disadvantages of various alternative financing methods.
- Assess different processes to raise capital.
Who should attend:
Financial leaders, financial managers, CEOs, CFOs, controllers, accountants, board members, advisors, and consultants; CPAs in public practice and CPAs in industry; business owners, entrepreneurs and professionals who are interested in raising capital for or financing the organization.
Developed By:
The Knowledge Institute, LLC
Instructor:
Don Minges, MBA
CPE Credit:
2
Field of Study:
Finance (2 CPE)
Prerequisites:
None, preferably at least six (6) months of professional financial statement analysis experience and/or at least six (6) months of professional experience in preparing or reviewing accounting processes and reports; experience working with internal clients or external clients and business leaders.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/1/2026 @ 11:00 AM
All times are Eastern Time Zone
