Cash Flow Forecasting, Funding and Flourishing Small Business Clients

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Cash flow forecasting has long been one of the best ways for accountants and financial advisors to aid their customers to plan ahead. With cloud-based accounting, it is now easier than ever to use advanced cash flow forecasting tools to support your clients by eliminating administrative headaches associated with complicated spreadsheets. 

For a handful of business owners, COVID-19 has been a catalyst for growth, but for many, it has been a white-knuckle effort to hang on to sales and keep the lights on. Therefore now is the time to differentiate your services with solutions that will soon become the new standard as you continue to help clients by growing their business. Using an early warning system based on cutting-edge next-generation prediction technology can help businesses make smarter day-to-day decisions. Having extra cash-on-hand gives your clients the ability to cover not only payroll or bills but also pursue new opportunities and thrive.  

Avoid being the bearer of bad news and attend this webinar to learn crucial insights into how to proactively aid your clients with cash flow forecasting and funding solutions. Don’t let financial struggles become a serious problem; anticipate issues early and become the expert that shows up with solutions.  

Learning Objectives

  • To recognize the importance of predicting small business cash flow for smarter choices
  • To gain better visibility into cash position by using an automated Cash flow forecasting tool
  • To deepen relationships with clients by offering proactive advice and financing help
  • To discover new ways to secure funding for small and medium-sized businesses
  • To explore how you can prepare your clients’ business for growth with simple scenario planning tools

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • Chartered Global Management Accountant
  • Chartered Professional Accountant

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

Nick Chandi

Founder & CEO, ForwardAI

Nick Chandi is the CEO and co-founder of ForwardAI, as well as a serial entrepreneur. Before co-founding ForwardAI, Nick co-founded SlickPie, a company that provided online accounting software for over 40,000 small businesses worldwide, and Welcome Networks, an IT company that provides IT solutions for accounting firms across North America. Nick is an MBA holder with over 20 years of experience working in the accounting tech industry, and a member of the Forbes Technology Council. He is also a frequent speaker at national CPA events, touching on technology and cybersecurity practices. 

About Company

ForwardAI

www.forwardai.com/

ForwardAI is a lender-first single API that delivers financial data for helping banks and fintechs make better decisions for small business lending. They further support small businesses with ForwardAI Predict, a complimentary cash flow app purpose-built for accountants and small business owners. By providing this free app to help businesses see rolling cash flow forecasts, download financial reports, and create custom business pivot scenarios, ForwardAI strives to reinforce growth in small businesses across the world. ForwardAI Predict currently connects with cloud accounting software such as QuickBooks Online and Xero. 

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

4.2

731 Ratings

Excellent

266

Very Good

330

Average

124

Poor

9

Terrible

2

LS

Lisa Sanborn, CPA (US)

Dec 9th, 2020

When I signed up, I didn't read the session description accurately, so didn't realize this was about helping small businesses get loans. I do cash flow forecasting for my clients but can't connect them to lending because they already have CMBS loans and are not allowed by the bank to take on more debt.

MR

Michael Rudy, CPA (US)

Dec 9th, 2020

Advisors need to understand how to assist their customers/clients with respect to cash flow and funding requirements. This webinar is highly recommended.

AL

Allyse Lobonc, CPA (US)

Dec 9th, 2020

This course was well instructed and the material was helpful in upselling services as a self-employed CPA. The facts regarding lending were interesting.

NC

Nicole Cooper, Accountant

Dec 9th, 2020

Webinar informative gave great information of this type of service to offer clients with then new market changes in accounting

BW

Brent Wadzita, CPA (US)

Feb 15th, 2021

Great but would have liked to see a real example played out (5-10) mins with the product, graphs and exhibits.

Cash Flow Forecasting, Funding and Flourishing Small Business Clients

FREE

1 Credit

Subject Area

Finance

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