This program provides information and advice on the types of capital available to a business and how to structure debt and equity capital investments to grow the organization.
Various types of debt capital, including firm principals, banks, peer to peer lenders and the Small Business Administration, available to a business are reviewed and discussed. Preparation of a loan package for obtaining a loan is also discussed.
The structure and process of obtaining equity capital as well as the various providers, including private investors, angle investors and venture capital firms, are reviewed and analyzed. The preparation of a Private Placement Memorandum and various securities and crowdfunding rules are explained. The documentation required when obtaining debt and equity financing is also reviewed.
Prerequisites
No Advanced Preparation or Prerequisites are needed for this course.
Learning Objective
- Recognize the capital needs of a business organization.
- Recognize the different types of debt capital available to a company.
- Explore the various providers of debt capital for a business.
- Explore the preparation of a Loan Request package.
- Identify the different types of equity capital available to a company.
Last updated/reviewed: March 8, 2024
(41) Reviews
(18 rating)
Subject matter is very detail oriented. Instructor is reading her script, therefore it lacks engagement.
This was a helpful review. Thank you for the informational resources.
This was a great short course on 350-40. I would love to course that compared and contrasted the accounting rules for 730-10, 985-20 and 350-40.
Of the many, many courses I have taken on the Illumeo platform, this was definitely one of the best and most insightful. I have always found elements of "behavioral finance" to be fascinating and powerful in planning, strategy, and business performance. Mr. Stephens has bundled the leading theories and presented them as a unified new "dimension" for planners and leaders to factor in. He has done so in a manner that CFO's and other business leaders will undoubtedly find easy to digest, replete with useful examples. The consideration of these concepts will undoubtedly add value via improvement decision-making and more enlightened risk assessments. Thank you for such a quality contribution to the Illumeo portfolio!!
Great information about useful tools. Didn't know there were so many plugins available
Very interesting course! ..................................................................
Exam was somewhat outside of material taught. Very dry, poor presentation, simply read their notes in an incredibly dry way with no additional, ad lib commentary or color.
Another great course from David Ringstrom. I always learn a lot from his excel courses. I am glad to have learned about the xlookup function. I think it is something I will be using a lot.
Litecoin is pronounced as "Lightcoin" for future reference. Agree with others I would have liked to have some accounting information related on treatment of crypto on financial statements.
Lynn's courses are always easy to follow with great examples. I appreciated the concept of IC being embeded into the organization for reasons beyond compliance. Thank you, Lynn!
Excellent refresher course and reference for future use. Instructor and materials are also excellent.
Slides should be prepared in advance, no slide materials to retain and or review, and the exam questions were very poorly worded relative to answer choices.
Very thorough. Most ethics classes are quite general, but this one offered a lot of good examples and also a clear understanding of the rules.
Good refresher on basic concepts of identifying controls and documenting them in flow charts and process narratives.
Some problematic statements on gender and gender norms.
This instructor is always my favorite for Excel classes. His slides and presentations are excellent. It's a tad slow but the repetition makes the new formulas stick in my head.
Very informative. Instructor does a great job in recapping the important accounting events that took place during the quarter.
Great introduction course! PLEASE REVIEW THE COURSE FOR THE NUMBER OF CPE CREDITS. SHOULD BE 2.5?
A very good course for both people new to blockchain and those who have a solid understanding already to help reinforce understanding
This was a great way to learn how to receive recommendations on Linked In. This should go a long way in personal marketing for me and my brand.
Very useful for anyone who is considering implementing a workflow system.
Blair's courses are the best. Great pace and teaching style (not just reading from slides and providing relevant real-life examples), no time wasted on irrelevant information, and a fast honing in on the things that actually provide value. This is one of several courses that provides a solid overview of what CFOs should expect to contributed to their organizations.
Powerful tips. Been using Excel for years but still new stuff here.
Excellent way of presenting the course in an effective way
Good content. Final exam questions were a bit unclear.
great instructor. Quite a bit of the material is out of date though with the new tax law.
Most engaging course I've taken on this site. Instructor does very well holding your attention and keeping it interesting.
This is a great course, even if you are not a new manager!
This is a good course for CPA's that are licensed to practice in Texas. The materials have all the necessary information to comply with the ethics requirements.
Much prefer video presentations. Case facts are much more obvious than typical fraud cases. CPA should never practice again demonstrating no knowledge and/or interest in identifying basis of fair financial presentation or uncovering significant issues with client financials.
Great material, effectively presented and well organized.
Very informative class on accounts payable and what they exactly do!!
Lynn's slides were well designed and effective. She knows this topic well.
This course was a thorough reminder of the ethical requirements of the CFO, as well as the general responsibilities of the role.
Some more error rectification technique may be included in this course.
A very interesting topic, another one they don't teach you in school.
Very useful.
Great, thorough explanations and examples
Great course, but wish there was more detail covered on equity financing.
I usually don't write reviews but in this case I will. I really enjoyed listening to this presenter. He is very knowledgeable and interesting and well worth my time taking this course. Thank you. Kim
l like learn about this course and subject We will follow full courses for an intense love thank you very much
Lesson Questions and Answers0 Questions
INTRODUCTION AND OVERVIEW
Session I
- Executive Summary 14:54
SESSION II
- Sources of Capital 11:20
SESSION III
SESSION IV
- Bank Loans 2:57
- Government Loans 4:27
SESSION V
- Loan Documentation 2:04
- Equity Investments 11:01
SESSION VI
Continuous Play
SUPPORTING MATERIALS
REVIEW and TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
Ask the instructor a question about this lesson