Illinois CPA Foundation - Mergers and Acquisitions Conference

Sep 2, 2026

Conference agenda and registration details for the Illinois CPA Foundation Mergers and Acquisitions Conference in Chicago. Includes date, location, course code, CPE credits, registration timing, fees for members and non-members with an early-bird deadline, and onsite registration terms. Provides tracks on deal lifecycle papering, capital structure strategy, and related topics such as legal documentation, tax risk, due diligence, warranties, and indemnities, with named speakers and session blocks. Registration instructions cover payment methods, member status, and submission options via mail, website, phone, and fax.

LanguageEnglish

CategoryExam

FormatPDF

Pages2

Reading Time5 min

AccessFree to download

Conference Details

Registration Information

Program Sessions

Payment and Submission Methods

| Date: Tuesday, September 26, 2006
Location: UBS Tower Conference Center, One North Wacker Drive, Second Floor, Chicago, IL 60606
Course Code: C35602
Level: Update
CPE Credits: 8 hours
Time: 7:30 am registration, 8:00 am – 5:00 pm program
Fee: $305 members / $375 non-members (There is a $15 onsite registration fee.) Early Bird Fee: $280 members/$350 non-members IF REGISTERED BY September 5th | | | --- | --- | | At the time of registration, payment must be included.
All course information is subject to change, please verify upon registration.
[Please visit www.icpas.org](Please visit www.icpas.org) to view our cancellation policy. | | | BECOME A MEMBER TODAY AND SAVE!
Call 312.993.0393 to join ICPAS and to register for this conference at the discounted member rate. Plus, receive *$20 off your membership dues.
*$20 discount only applies to new members. | | | TOTAL AMOUNT ENCLOSED: $ | | | COMPLETE THE FOLLOWING INFORMATION:
Please print or attach your business card below
First Name: Last Name: Title: Company Name: Address: City: State: Zip: Phone: Fax: Email: | | | PLEASE CHECK ALL THAT APPLY:
Member I.D. \# ■ Non-member CPA? ■ Yes ■ No | | | METHOD OF PAYMENT (Must be included with registration):
■ Check (Payable to Illinois CPA Foundation)
■ American Express ■ Discover ■ MasterCard ■ Visa
Card Number: Exp. : Cardholder Name: Signature: | | | WEBSITE: | To register online, visit the Illinois CPA Society’s website [at: www.icpas.org](at: www.icpas.org) | | MAIL: | Send the registration form with either a check payable to Illinois CPA Foundation or completed Visa, MasterCard, Discover Card or American Express information to the Illinois CPA Foundation, 550 W. Jackson, Suite 900, Chicago, IL 60661-5716. | | PHONE: | To charge your registration with Visa, MasterCard, Discover Card or American Express call 800.993.0393, then dial 4 (in Illinois only) or 312 .993.0393, then dial 4, [8 a.m. to 5](8 a.m. to 5)[ ](8 a.m. to 5)[p.m.](p.m.), Monday through Friday. | | FAX: | Send in your registration form with completed Visa, MasterCard, Discover Card or American Express information through our 24–hour fax hotline at 312.993.9432. | | Lifecycle/Papering of a Deal
• Learn how to protect the vendor and purchaser when selling and buying companies.
• Discover how to marry the commercial objectives with the best tax answer.
• Choose the appropriate structure for de-mergers.
• Understand the lawyer’s role in legal documentation, tax risk and company law issues.
• Hear the latest on due diligence, including warranties and indemnities. Thad J. Malik, JD, Partner, Jenner & Block, Chicago, IL
Craig McCrohon, JD, MBA, Partner, Holland & Knight, Chicago, IL n4:00 pm -5:00 pmn | | --- | | Matching the Capital Structure to a Company's Strategic Objectives
• Find out how to configure the capital structure to provide flexibility to achieve the objectives of the company using today’s menu of financing alternatives, including the explosive growth in the second lien market.
• Examine the appropriate amount of senior debt for a company, including the term structure of this debt.
• Discuss junior capital -when does second lien or all-coupon subordinate debt work best? When should you use higher cost equity-linked junior capital?
David E. West, Managing Director, Stout Risius Ross, Chicago, IL n5:00 pmn | | FaSetlym -Yourup oCf0le0n6d2freotea0rrote15thnfeitn6! g
Financial Institutions
September 21
Non-Profit Tax Clinic
September 27
Insurance
October 17
Healthcare Compliance & Fraud
October 26
Construction
November 2
Fraud
November 7
Tax
November 14
Not-for-Profit (Chicago) Pre-conference Half-Day November 28
Not-for-Profit (Chicago)
November 29
Not-for-Profit (Downstate) Pre-conference Half-Day December 4
Not-for-Profit (Downstate)
December 5
Accounting & Auditing
December 7
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FAQs

What are the conference date, location, and CPE credits?

The event is on Tuesday, September 26, 2006 at UBS Tower Conference Center in Chicago. It provides 8 hours of CPE credits.

What are the registration fees for members and non-members?

Fee is $305 for members and $375 for non-members, with a $15 onsite registration fee. An early-bird fee is offered at $280 members and $350 non-members if registered by September 5.

What topics are covered in the deal lifecycle and papering session?

The session focuses on protecting vendors and purchasers, aligning commercial objectives with tax outcomes, choosing structures for de-mergers, the lawyer’s role in legal documentation and tax risk, and due diligence covering warranties and indemnities.

What information is required to complete the registration form?

Registration requires member/non-member CPA status, payment method details, and complete contact information including name, title, company, address, and email, with options to submit by mail, online, phone, or fax.

Sep 2, 2026

Uploaded by Oliver Hayes