Running M&A Like a Line of Business (Financial Institutions Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

 More Information

Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Financial Institutions Conference on September 28-29, 2015, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Earn CPE any time, any place.

Develop an understanding of what buyers and sellers are considering, and the barriers that they may face.

Hear Rick Childs, CPA, CFA, cover the following:

  • Current M&A market review
  • Preparing an M&A strategy
  • Observations from the field - due diligence


Rick Childs, CFA, CPA
Partner, Advisory Services
Crowe Horwath LLP

Mr. Childs has over 29 years of experience in business valuation, transaction advisory services, and accounting for financial services company. Rick is the National Practice Leader overseeing the delivery of transaction and valuation services to the firm’s financial institutions clientele. Rick’s business valuation experience includes ASC 805 purchase price allocations including a focus on loan valuations, ASC 350 goodwill impairment testing and valuation of customer relationship intangible assets, including core deposit intangibles.

Rick is a frequent presenter for both national and state professional organizations including the SNL Financial, Bank Director, AICPA, and Financial Managers Society. He has published articles on mergers and acquisitions in the ABA's Commercial Insights, Community Banker, Bank Director and Bank Accounting & Finance.

Mr. Childs is a member of the CFA Institute, CFA Society of Indianapolis, American Institute of Certified Public Accountants (AICPA), and Indiana CPA Society. He earned his Bachelor of Science in Management from Purdue University, and his Masters of Science in Management from Purdue University.

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