Craig Taggart has almost a decade of experience in the fields of Mergers & Acquisitions and Business Financing. He has been an expert GRC speaker, consultant, and instructor for over 4 years. Craig has spoken on a very broad range of topics in both seminar and webinar formats. He has been happy to grow his business practice and benefit many professionals around the country.He brings many valuable skills from the finance world into commercial real estate. Craig works with each client at the highest level to achieve the highest value for their business. His experience in the M&A Industry has greatly contributed to his understanding of transaction structure, strategic placement of buyers, and the attainment of maximum market value for his clients. He has represented and sold many businesses in a number of different industries and has significant experience working with companies in: real estate, clean energy, and healthcare. Craig is currently working with institutional investors, family offices and their investment criteria for large commercial real estate development opportunities around the country with the following asset classes: hospitality, office, industrial, retail, multi-family, land, healthcare & non-performing notes. As an associate, Craig will work to help his clients receive the greatest return on investment. Craig is a Certified Merger & Acquisition Advisor, Accredited Valuation Analyst as well as an active member of Alliance of Mergers and Acquisition, and The National Association of Certified Valuators and Analysts (NACVA).
June 20 2019
02 : 00 PM
This purchase card training program will detail the components of a successful purchasing card program. It will also discuss implementing proper purchasing card controls, types of risk including fraud and misuse, auditing techniques, and more.Learning ObjectivesDetermining how purchasing cards fit within the overall organization strategyComponents of a successful purchasing card programImplementing proper p..
May 23 2019
02 : 00 PM EST
This Bank Secrecy Act risk Assessment training will highlight BSA best practices that are being acknowledged and recognized by regulators and examiners and will discuss each risk assessment area.Financial institutions are required to be compliant with BSA rules and regulations. Such compliance needs to be well documented and consistent to ensure financial institutions avoid BSA violations and implications. ..
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We will be reviewing this mortgage rule as it pertains to current conditions related to obtaining a mortgage to buy a house and the differences which led to the mortgage real estate collapse from 2006 to 2010.Areas CoveredResources regarding the various indices that may be used for ARM lendingChecklists to ensure that all ARM documents are completeEmployee training logQuiz you can administer to measure staf..