Small Business Issues in Today's Market (Completed)

Date: Monday, December 17, 2018
Instructor: David Osburn
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

This webinar will provide the CPA with the tools to more effectively work with their “small business” clients in today’s market.

Various “small business” concepts will be covered including current trends, legal issues, obtaining credit from bank and non-bank sources, risk factors to consider, and how to effectively “target” market to the client.

The legal issues will include business structure and other “business law” issues (while avoiding giving legal advice) and the credit area will cover SBA financing, “conventional” commercial lending issues, and other financing sources. The risk factors will highlight “management” and “economic” risks while the marketing section will illustrate how the CPA can improve their ability to “target” market their services to their existing/potential small business clients.

The webinar will also include how to deal with the small business “owner” and better address their “personal” financial needs. Additionally, the webinar concepts will be illustrated through “real-life” case scenarios.

Who Should Attend
CPAs that are sole practitioners, partners, department managers or staff accountants.

Topics Covered

  • Tools to more effectively work with their "small business" clients
  • Legal issues
  • Obtaining credit from bank and non-bank sources
  • Risk factors to consider
  • How to effectively "target" market to the client
  • How to deal with the small business "owner"
  • Better address "personal" financial needs

Learning Objectives

  • Identify how to increase the effectiveness of working with the "small business" client
  • Recognize current trends in small business
  • Describe small business legal issues, credit, risk factors, and marketing
  • Recognize the "personal" financial needs of the small business owner
  • Identify small business case studies

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Business Management & Organization (2 hours)

Program Prerequisites
None

Advance Preparation
None

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