December 28, 2026

Webinar

4 CPE Credits

Webinar (CA): Balance Sheet Management: The Least Understood Risk” 26-27 🗓

December 28, 2026
Webinar
4 CPE Credits

Webinar (CA): Balance Sheet Management: The Least Understood Risk” 26-27 🗓

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    Instructor

    Don
    Minges

    View Bio

    Don Minges, MBA

    Bio

    Don Minges, MBA, is a fractional CFO who works in diverse industries at various stages. His expertise is in profitability enhancement, strategic planning, venture capital, mergers & acquisitions, consulting, turnarounds, economic forecasting, cost accounting and financial analysis. Don has experience raising equity and has invested equity into promising businesses. He has served on the Board of Directors for several firms. Don graduated with highest honors from the Fuqua School of Business at Duke. Don’s mission is to increase the value of the business to help leaders like you become more effective. His business is based in Charlotte, NC.

Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity” What are the key considerations and the advantages of each” What is the cost of capital” What are the “hidden” balance sheet risks” We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.

Learning Objectives

• Understanding and analyzing your balance sheet today and in the future.
• Determine how to plan the structure of your balance sheet.
• Recognize & interpret your cost of capital.

Major Topics

• Intentionally managing your balance sheet to reduce risk.
• Properly balance debt and equity versus other funding sources.
• Know the balance sheet pitfalls and risks to avoid.
• Understand the analysis and decision-making process through real-world examples and five interactive case discussions.

CPE Credits Available

4 CPE Credits
4
Finance

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Data Analysis
  • Finance
  • Risk Management

Prerequisites

none

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CEOs, CFOs, Controllers, business owners, Board members, corporate financial managers, and professionals who advise them.

Provider

California CPA Education Foundation

Register For This Event

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  • COCPA Non-Member

    $ 129 129
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