Track Three (Thursday)

Environmental Social and Governance Dialogue: What Does it Mean for Private Companies

Thursday, August 18, 2022 9:20 a.m. - 11:00 a.m. MT

Testifying Via Video: What you Need to Know

Thursday, August 18, 2022 11:20 a.m. - 12:10 p.m. MT

Middle Market M&A Valuation: Stop Playing Checkers and Start Playing Chess

Thursday, August 18, 2022 1:00 p.m. - 2:40 p.m. MT

Middle Market M&A activity has exploded and is continuing to rise. This session will focus on the specific middle market space and valuation techniques, decisions, information, and actions that will likely be required during the merger or acquisition process. 

After completion of this session attendees will be able to:

  • Recognize the Middle Market M&A Outlook
  • Create Value (Organic or Merger)
  • Distinguish the types of M&A deals
  • Explain to clients the importance of Fairness Opinions
  • Identify whether it can be measured it is valuable: Measuring Value in M&A

Total CPE: 2
Fields of Study: Finance: 2
Program Level: Intermediate - Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.

Who Should Attend:

This webinar is appropriate for professionals looking to expand their knowledge in middle market M&A, including valuators, business appraisers, accountants, financial officers, CEOs and CFOs.


Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Advanced Preparation:


Stephen White
Stephen  White


Read Biography

Looking Different: Becoming Intentional with your Marketing Strategy

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT

An Exit Planning Market Update: Following the 2021 M&A Super-cycle

Thursday, August 18, 2022 3:00 p.m. - 4:40 p.m. MT