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Wednesday, January 25, 2023 Live Webcast

Accounting for Equity Instruments Webinar (X1-AEI2-2023-01-WEBNR-25-01)

3:00 PM - 5:00 PM EST

Vendor Platform

2.0 CPE Credits in AA


Features of equity instruments are only limited by the imagination of their issuers. Accordingly, accounting for equity instruments can be very complex.


Small and medium-sized practicing CPAs and their staffs, who are engaged in attest engagements


  • Recall key guidance related to accounting for common stock and dividends
  • Identify the accounting treatment for various features of preferred stock
  • Account for treasury stock transactions
  • Identify the impact of recently issued ASUs concerning equity accounting


  • Accounting for common stock transactions
  • Accounting for dividends
  • Accounting for preferred stock
  • Treasury stock transactions






Richard Daisley

Richard Daisley, CPA

Surgent Professional Education

Rich is Vice President of Accounting and Auditing Curriculum at Surgent CPE. He is a CPA and has over 30 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy, and pharmaceutical industries. Prior to joining Surgent, Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors. In 2015 he joined Surgent as Director, Accounting & Financial Reporting Content. In this role, he manages Surgent’s A&A curriculum, including researching and developing the technical content for Surgent’s Accounting and Financial Reporting curriculum.


$89.00 - Member

$109.00 - Nonmember

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