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12.04.20 - Q4 Financial Market Update: Data, Insights, and Analysis (Live Webinar) 4 CPE / 4 CLE
12.04.20 - Q4 Financial Market Update: Data, Insights, and Analysis (Live Webinar) 4 CPE / 4 CLE

12.04.20 - Q4 Financial Market Update: Data, Insights, and Analysis (Live Webinar) 4 CPE / 4 CLE

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Course Number:20FINMARK-W-2
  • When:Friday, December 4th, 2020. 9:00 AM to 1:00 PM EST
  • Location:Your home or office
  • CPE Credits:4 Economics CPE
  • CLE Credits:4 Substantive CLE
  • Delivery Method:Group Internet-Based

Please join us for a special presentation that will be full of important financial information for investors and their advisors. Whether you are an attorney providing incidental financial advice to a client or a CPA engaged in financial planning services, this presentation will bring you up to speed on where the U.S. economy stands, current valuation metrics for publicly traded securities, and other financial trends. 

Learning Objectives:

  • Review current economic indicators and market indices 
  • Examine fundamental drivers of economic performance
  • Explore current topics in finance
  • Discuss potential investment strategies and investment opportunities
  • Review industry value chain analysis

When: Friday, December 4th, 2020. 9:00 AM to 1:00 PM EST
Where:
Your home or office
Speaker:
William Kline, Ph.D., CFA
CPE Credits:
4 Economics CPE
CLE Credits:
4 Substantive CLE
Program Level:
Basic
Prerequisites:
None
Adv. Preparation:
None
Delivery Method:
Group Internet-Based
Tech Support:
Bill Kline Email: [email protected] or Phone: 267-251-3805


The Presenter:

William Kline, Ph.D., CFA is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He has received four awards for teaching excellence including the Beta Gamma Sigma Professor of the Year Award (PSU – Harrisburg), the Dean’s Award for Faculty Excellence and Stanley Fuchs Award (Fordham University), and the Award for Excellence in Teaching by a Doctoral Candidate (Temple University).  
 
Dr. Kline’s primary research interests include strategic decision-making and executive compensation. He has been published in 9 peer-reviewed journals including the Academy of Management Perspectives, the Journal of International Management, and the Journal of Strategy & Management.
 
Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.


McDevitt & Kline, LLC 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: https://www.nasbaregistry.org/

McDevitt and Kline's live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state.

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