Angels, Crowd Funding and Venture Capitalists Webcast | 4191536B

Date :
June 7, 2019 8:30 AM - 4:00 PM
Location :
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Webcast Event
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CPE Credits :
CPE 8.00, AA 8.00
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Starting a business requires capital. Learn where to source the capital client's need, from seed investments to crowdfunding to expansion investing.

In this course, attendees will consider how to determine which funding option is the best fit. Gain the knowledge and tools to help clients make decisions regarding financing sources, prepare necessary financial statements and avoid common pitfalls.

Gain specific insights into what venture capitalists and angel investors do; how they view potential investments; what kinds of deals they want; and how they ultimately exit as investors. Discuss these topics in the context of the JOBS Act and the Dodd-Frank Act.

Additionally, explore how to expand the scope of service beyond tax, preparation, review and compilation by lending your financial expertise to investment firms that need assistance with due diligence projects.

Formerly titled: Guiding Clients in the Private Equity Capital Market

Materials are provided as an ebook.


  • Recognize the historical and current status of the private equity capital market, including venture capital and angel investing.
  • Determine how to prepare financial proposal packages for funding that meet AICPA standards.
  • Identify the pros and cons of venture capital, crowdfunding and angel investing in the context of the JOBS Act and the Dodd Frank Act
  • Identify the changes to AICPA accounting standards that relate to prospective financial statements.
  • Determine resources to help your clients find the capital they need to start and expand their businesses.

Major Subjects:

  • Private equity market: yesterday and today
  • What venture capitalists and angel investors look for
  • Crowdfunding
  • Outside funding financial statements proposal
  • Accounting standards affecting prospective financial statements, preparation, review and compilation
  • Exit strategies and accounting implications

Advanced Prep:


Misc. Information:

This course will adjourn at 4 p.m.

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Designed For:

CPAs, CFOs, board members, controllers, financial advisers, bankers, attorneys and investment analysts.


Dr Richard S Savich, CGMA, Ph.D.

Dr. Richard S. Savich, CPA, CGMA, Ph.D., is president and founder of ABKO Consulting. He has consulted on six continents and in almost three-dozen countries. His specialty has developed from primarily management accounting to information systems to executive development, with a current emphasis on strategic, long-range financial and personnel planning. Savich is in the School of Business at the University of California, Riverside where he is an adjunct professor and academic director of the Master of Professional Accountancy Program. Previously, he was on the faculty of the School of Accounting at the University of Southern California. In addition, he has been a visiting professor at several universities, as well as director of executive education at the University of Pittsburgh and director of information systems programs at the University of Redlands. He has published more than 30 books and articles in various academic and professional journals around the world.

Savich’s former positions include national director of management consulting professional development and training with Ernst & Young and Coopers & Lybrand. He formerly served as chair of the AICPA’s Joint Trial Board and was chairman of its Continuing Professional Education Executive Committee. He also has been a member of the Management Consulting Education Task Force and the Management Consulting Executive Committee. These positions have provided him with the background and experience necessary to help organizations achieve their full potential. Savich was also on the board of trustees for the CalCPA Education Foundation and the board of governors of the Inland Empire Chapter of the Institute of Internal Auditors.

No Agenda or Materials posted.