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 12245 M-12 Banking and Surety Matters Today

Compact Disc
CEU Credit: 0.1

Session Type: Management
Track Number: M-12
Speaker: Dave O’Brien, CPA and Jim Weber, CPA, Weber O’Brien Ltd.


Program is designed to discuss the relationships between financial statements, bank financing, and bonding (surety). We discuss what you should not do. We will also discuss key ratios & how to review loan documents, negative and affirmative covenants.

Learning Outcomes: How to make your financial statement look the best for third parties.

Speaker Bio:
David O'Brien, CPA, joined James Weber as a member in 1985 specializing in the construction industry. He also leads the Contractor Industry Practice Group of Weber.O'Brien Ltd. Dave frequently speaks at construction industry groups and heads the firm's contractor services group, which provides accounting, consulting, and tax services to over sixty construction related companies.

James F. Weber, CPA, is the founding member of Weber.O'Brien Ltd. Jim graduated from Bowling Green State University and began his career with an international CPA firm working in its Cleveland, Toledo, and San Diego offices before leaving in 1980 to start his own practice. Since 1980, Jim has been involved in diverse client projects providing assurance, consulting, and tax solutions. Jim's work with clients includes the areas of manufacturing, marketing, advertising, public relations firms, and logistics companies. Jim's focus has been in consulting services, providing professional support in merger and acquisition opportunities, strategic consulting, operational analysis, and litigation support. Jim is a CPA and a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Institute of Certified Public Accountants (OICPA).

Please note that every state handles licensure and continuing education credits differently. To avoid confusion, NECA strongly recommends you check with your state authority whether they will grant these CEUs for management education programs held at NECA 2010 Boston


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