Crowdfunding Essentials ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $58.00
Non-Member Price $67.00
Overview
In a financial landscape where traditional funding sources may be inaccessible, crowdfunding emerges as a viable alternative, offering unique opportunities and challenges. This course provides a comprehensive guide to navigating the world of crowdfunding, a critical tool for businesses seeking alternative financing solutions. It starts by laying the foundation of crowdfunding, detailing its types and the specific situations where it proves most beneficial. Participants will gain insights into the inherent risks of crowdfunding and learn how to mitigate them effectively. The course also delves into the specifics of Regulation Crowdfunding, which governs the sale of shares via crowdfunding platforms, ensuring businesses comply with legal requirements. Additionally, the course explores various alternatives to crowdfunding that might better suit an organization’s financial needs and strategies to accurately determine a stock price for share sales. By the end of this course, participants will be well-equipped to assess whether crowdfunding is the right choice for their funding needs and how to successfully launch and manage a crowdfunding campaign.
Highlights
Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A+. Stock valuation.
Prerequisites
None.
Designed For
CPAs, auditors, consultants, and financial and managerial professionals.
Objectives
Describe the building blocks of crowdfunding; and Specify the advantages of crowdfunding and the situations in which it is most applicable. Cite the risks taken on by an investor in a crowdfunding campaign. Describe the process used to run a crowdfunding campaign. Recognize the situations in which the Regulation Crowdfunding can be used. Recognize the different types of forms that must be filed as part of a Regulation Crowdfunding campaign. Describe the different types of rights that may be given to investors; and Specify the characteristics of a Rule 504 exemption. Recognize the approaches that can be used to arrive at a valuation for a business, and when these valuations may be incorrect.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $67.00
Member Price $58.00