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Business Loan Basics

  • CPA (CA)
  • CPA (US)
  • CVA
Business Loan Basics

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

2 CPD credit (Verifiable) for CPA/PFS

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Business loans are a vital source of funding for cash flow management. Many businesses seek financing to meet short, medium, and long term requirements. It is very important to understand that taking loan without clarity of the terms can cost the business heavily. This webinar takes a comprehensive approach and provides all the basic details important to consider while taking a business loan. 

Key Topics:

  • Determining the requirement of funds using ratio analysis and cash flow projections
  • How leveraging magnifies returns and increases risks
  • Understanding key loan components
  • Basic Accounting entries, financial statement presentation with footnote disclosures
  • How to reduce the interest rate on your loan
  • Overview of the application process and frequently requested loan documents 
  • Explore factors and ratios banks use to make a decision whether to approve a loan application
  • Description and importance of documents that are signed at loan closing with special focus on important clauses

The speaker, with his about two decades of banking experience on important designations such as CFO, position in the loan committee, and collections department head, will also enrich the webinar with insights on how banks operate, the terminologies that the borrowers generally miss, and key tips to protect the interest of the borrower. This will provide you key inputs to help your clients and support their business. 

Learning Objectives

  • To explore different types of business loans
  • To recognize key loan terms and their definitions
  • To identify key loan documents
  • To understand loan accounting and financial statement presentation

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


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The content, presenter and delivery and delivery were excellent. A very comprehensive webinar and a pleasure to attend.