All Veritas training courses meet Professional Development requirements for
Chartered Public Accountants (CPA)
and
Chartered Financial Analyst (CFA)
designations.
Structuring Donor-Advised Funds and Insurance
This advanced course delivers a strategic framework for pairing Donor-Advised Funds (DAFs) with Permanent Life Insurance to bypass the high costs and rigid regulations of traditional Private Foundations.
Through real-world case studies from the Veritas Foundation and SafeBridge Private Wealth, financial professionals and business owners will master two primary tax-leverage models: transferring policy ownership today for immediate income tax relief (Option 1) versus retaining lifetime control to eliminate massive terminal estate taxes (Option 2).
Analyzing Growth Companies
In this Course, students will develop a framework to evaluate growth companies, whether the companies are growing organically or by acquisition.
This course consists of a Course Preface, Introduction, and Ten Lessons. Topics include:
* Acquisition Accounting Issues; Deferred Revenue Waterfalls; Goodwill Impairment; Capitalized Costs
* KPIs; Net to Gross Adjustments; Renewal Rates/Churn; Merchant Disclosure;
* Two Company Case Studies: Lightspeed and Shopify
Analyzing The Cash Flow Statement
This course presents a Forensic Accountant approach to analyzing a company’s published Cash Flow Statement.
Knowing how to read and understand a cash flow statement can enable you to extract important data about the financial health of a company.
This course consists of an Introduction, a Course Preface, and Ten Lessons. Topics will include:
* What is Free Cash Flow
* 13 Issues Relevant to Calculating Free Cash Flow
* The Secrets of Cash Flow Analysis
* The Forensic Accounting Framework
* Two Real-World Case Studies: Bombardier, and Valeant Pharmaceuticals
From Wall Street to Bay Street: The Evolution of Canadian and U.S. Banking
From Wall Street to Bay Street presents the similarities and differences between the financial systems of Canada and the United States. Instructors Chris Kobrak and Joe Martin are joined by a number of experts and participants in detailing the evolution of the two financial markets. This course includes a paperback copy of the book “From Wall Street to Bay Street: The Origins and Evolution of American and Canadian Finance”.
Financial Forecasting and Analysis
In this course you will learn the basics of forecasting the return for the overall investment market, an economic sector, and a specific stock.
Real company examples are provided using case studies.
Staying Vigilant: Lessons in Accounting Distortions & Past Blowups
In this training, you will learn how to apply our forensic analysis framework to uncover companies that are:
• Inflating Cash Flows and Earnings;
• Managing Loan Loss Provisions;
• Boosting Same Store Sales;
• Avoiding Interest Expenses;
• Covering Up Bad Debt .
We also explore the blow-ups of the companies Carillion and Wirecard.