The South Texas Chapter of the American Academy of Attorney-CPAs presents:

Merger and Acquisition Due Diligence

Presented by: 

David M. Loev, JD, CPA and 

Christopher Hatten, CPA, CVA, CM&AA

Program Description

David M. Loev, JD, CPA and Christopher Hatten, CPA, CVA, CM&AA will discuss due diligence activities in merger and acquisition transactions from both a legal and an accounting perspective.

Learning Objectives

• Obtain information to analyze risks associated potential transactions
• Discuss items to request to examine the potential commercial terms that are contemplated

Date & Time                                                                    

Friday, October 19, 2018                                                                

8:30 a.m. - 9:30 a.m. (Breakfast Provided)   

Location

FCA Offices, 791 Town & Country, Suite 250,  Houston, TX

Education

NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0 MCLE credit 

Free Admission

Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.

About the Presenters

David M. Loev, JD, CPA

Managing Partner - The Loev Law Firm PC

David M. Loev founded the firm in January 2003. Prior thereto, David served as a partner at Vanderkam & Sanders, a law firm specializing in corporate/securities matters. Previous positions include serving as Chief Financial Officer, Treasurer, Secretary and General Counsel of PinkMonkey.com, Inc., an Internet publisher of educational study aids; also working as an associate at Brewer Pritchard, P.C., a law firm specializing in corporate and securities.David has represented a variety of public and private small to medium sized companies and has experience with public and private offerings of securities, SEC reporting, mergers and acquisitions, initial public offerings, up-listings to NYSE & NASDAQ, and federal securities law compliance. Click here to read David's full biography.

Christopher Hatten, CPA, CVA, CM&AA

Director - PKF Texas    

Chris has approximately 17 years of public accounting experience.His experience includes audit and financial consulting for publicly owned and privately held businesses. Areas of industry concentration include power generation, oilfield service, midstream energy, hospitality, manufacturing, and software development companies.His experience also includes assisting publicly owned and private equity groups with mergers and acquisitions, to include the quality of earnings, transaction modelling and associated due diligence procedures.His SEC reporting experience includes reporting on Form 10K and Form 10Q. He is also in-charge of the firms SSAE 16 engagements.He provides audit and financial reporting services to clients with international operations including U.S. and foreign-owned companies with multiple subsidiaries and locations.Chris is also a member of the PKF Texas energy, IFRS and employee benefit plan teams. Click here to read Christopher's full biography. 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.