Business Loan Basics

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 a loan without clarity of the terms can cost the business heavily.

This online webinar takes a comprehensive approach and provides all the basic details important to be considered while taking a business loan. 

This online CPE webinar covers the following 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 with 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

Recommended For

  • This Online CPE course is recommended for CPAs, CMAs, and CVAs who desire to acquire knowledge of business loans, thereby helping their clients efficiently and supporting their business.
  • This Online CPD course is recommended for Canadian CPAs and ABV Professionals

Who Should Attend?

  • Assistant Controllers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Outsourced CFO
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 PL Credit of Financial Statement Analysis for Chartered Financial Analyst (CFA)
  • 2 CPE Credit of Business Valuation for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPD Credit of Specialized Valuation Skills and Training for Accredited in Business Valuation (ABV)
  • 2 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Business Valuation for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

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

About Company

CFO Perspective

cfoperspective.com

CFO Perspective provides 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

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

12 Ratings

Excellent

8

Very Good

3

Average

1

Poor

0

Terrible

0

KW

Kim Wilson, CPA (US)

Jan 13th, 2021

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

TK

Teressa Kuykendall, Accountant

Dec 28th, 2021

Honestly this was a little over my head but I did learn a lot of new things and advice to pass on to my clients.

Business Loan Basics

PREMIUM

2 Credits

Subject Area

Finance

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