Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar focuses on the core part of a mergers and acquisitions (M+A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated.
In this seminar, participants will be able to deepen their understanding of M+A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition.
NOTE: No updates or changes were made to the 2026 version of this course. If you completed the course in 2025, please be advised the 2026 course material has not changed. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- November 9, 2026, 8:30 a.m. - 12:30 p.m.
- November 11, 2026, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, participants will have:
- An overview of the due diligence process.
- Planning the acquisition.
- Information and confidentiality.
- Planning the due diligence review.
- Financial, human resources, legal and operational reviews.
- Purchase price, and valuation.
- Reporting.
- Tips and traps.
Who Will Benefit
Financial managers and accountants who have experience in M+A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Melanie E. Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice, the Ontario Superior Court and the Federal Court of Canada. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family practice), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CICBV Membership Qualifying Examination.