Business Loan Basics

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Business Loan Basics

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

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.

Webinar Qualifies For

2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 General Credit for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit for CPA in Canada
2 CPE Credit for Certified Valuation Analyst (CVA)
2 CE Credit for Certified Wealth Strategist (CWS)
2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)

About Instructor

Rob Stephens

Founder, CFO Perspective

I provide financial consulting, coaching, and education for small businesses. My company helps small businesses and their owners:

Improve cash flow
Gain clarity on long-term business strategy and shorter-term plans
Cut through the clutter of numbers to identify and measure the key measures of success
Determine the most profitable opportunities
Maximize pricing strategy
Overcome thinking errors that hamper success
Forge a common strategy with a business partner
Gain confidence in a significant financial decision
Optimize business cash flows for personal cash flow needs

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.7

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Kim Wilson, CPA (US)

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

Harold Williams, CFP® (US), CPA (US)

Good instructor. Good anecdotes.

Luisa Hocking, CPA (US)

Great Course. Very thorough.

2 Credits

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Subject Area

Finance

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Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Rob Stephens

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.7

Kim Wilson, CPA (US)

Harold Williams, CFP® (US), CPA (US)

Luisa Hocking, CPA (US)

Subject Area

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