CPE Webinar

A Decision-Maker’s Guide to Financing Arrangements

calendar icon December 12, 2023

Your Guide to Informed Decisions on Financing Options.

A Decision-Maker’s Guide to Financing Arrangements

Date: Tuesday, December 12, 2023 at 12 PM

When it comes to fundraising for the next stage of your company’s growth, the options for financing arrangements can vary greatly.

Join us for the final presentation in a webinar series curated for finance leaders in the technology and life sciences industries. Members of Cherry Bekaert’s Assurance team will provide an overview of the more common financing arrangements, diving into the advantages and disadvantages of each. The discussion will cover preferred stock, convertible debt and forms of non-dilutive funds.

Learning Objectives:

  • Gain understanding of the common financing arrangements, including key differences
  • Understand the risks associated with different arrangements
  • Recognize how various arrangements impact business finances and future operations

CPE Accreditation

  • Delivery Method | Group Internet Based
  • Recommended CPE credit | 1 hour CPE
  • Recommended Field(s) of Study | Finanace
  • CPE Capability | Technical Expertise/Problem Solving
  • Prerequisites | None
  • Program Level | Basic
  • Advanced Preparation | None


Adam Hunter, CPA | Partner, Assurance Services, Cherry Bekaert
Adriana Ponce, CPA | Manager, Assurance Services, Cherry Bekaert

Don’t miss the rest of this series:

How To Become a Data-Driven Technology Company
A&A Update for Technology & Life Sciences

Cherry Bekaert Continuing Professional Education: Statement of Admin Policies

This event is complimentary. Due to this program being offered free of charge, there will be no refunds.

CPE for Virtual Events

  • Please join sessions on time, or 5 minutes early if possible. Joining a session late may cause you to lose the ability to obtain CPE based on the following NASBA regulations:
    • There will be 4 polling questions per hour of each session.
    • In order to receive CPE credit for virtual events, you must attend at a minimum, 50 minutes of every hour and respond to at least 3 of the 4 polling questions per hour.
    • Polling questions will not be announced in advance.
    • If you view the conference in a group setting, you will still need to log into CPE sessions through your laptop to track your attendance and respond to polling questions.
    • We cannot guarantee polling questions will appear on your mobile device and recommend that you use your laptop for your webinar session. We will not be able to award you CPE credit if you do no answer the required number of polling questions and/or are not in session for the required length of time. This includes issues due to mobile technological difficulties or any other difficulty that is unique to your webinar connection.
    • Please be sure that you join the session for which you registered using the link that was provided to you. We will not be able to award you CPE if you join a session using a link that was provided to someone else.
    • You will receive one certificate for each course you attend/pass.

For questions regarding registration or event cancellation, please contact Maddie Robbins. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

CPE Sponsors LogoCherry Bekaert 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.learningmarket.org