Cannabis Financial Solutions: Banking and Beyond 1 Credit
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Dec 27, 02:30 PM
ET
One of the most difficult challenges direct cannabis businesses face is securing the financing they need to grow and stay ahead in competitive markets and doing so on reasonable terms. The high cost of capital can be one of the biggest drains on a cannabis business’ bottom line, and lack of access to a broad suite of financial services can drag an otherwise great business down.
This CPE Course explores the complexities of banking and financing in the cannabis industry, where traditional financial services often face unique challenges. Led by Zach Gordan, it provides an in-depth look at available financial services, alternative financing options, and practical strategies for navigating the intricate banking landscape. This webinar will equip you with the essential knowledge and tools to manage cannabis banking and financing complexities successfully.
Major Topics Covered:
Participants will gain practical insights into overcoming regulatory hurdles, building strong banking relationships, and accessing capital tailored to cannabis businesses. Join this course whether you're a financial professional or an industry entrepreneur.
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Zachary Gordon is a CPA with over fifteen years of professional experience across multiple industries and functions. He serves as the fractional CFO, strategic and tax advisor for a portfolio of crypto, cannabis and tech companies.
Zach focuses on tax planning and optimization, financial modeling and advisory services, business structuring and transaction support. He has also advised clients in the real estate, healthcare, nonprofit, fintech, media and consumer goods sectors.
Zach holds a Bachelor of Science degree in Accounting from Binghamton University. He is a member of the American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA).
Zach sits on the NYSSCPA Board of Directors, Cannabis Committee, and Technology Assurance Committee. He is the current Chair of the Digital Assets Committee and was Chair of the Cannabis Industry Committee for three terms. He was named to the Society’s inaugural Forty Under 40 in 2020. He also sits on the AICPA National Cannabis Committee and was named a Forty Under 40 CPA by CPA Practice Advisor in 2021, 2022 and 2023. He is an advisor to CoFounders Lab’s Accelerator Program, advising startups on financial and operational matters.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DR
The instructor was very interesting and expert subject matter.
CD
Great info as this industry continues to grow!
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