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An Entrepreneurs Guide To Personal Finance

  • CPA (CA)
  • CMA
  • CPA (US)
  • CFA

Published: September, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description


  • 12 Killers to Your Business
    7 mins
  • Expenses - What Do you Need to Open
    21 mins
  • Income Statement
    23 mins
  • Things to Remember
    27 mins
  • My Business is My Retirement
    46 mins

Course Description

Prosperity and success are what many entrepreneurs envision when they start their own businesses. However, it takes more than a vision for your business to succeed.

98% of most American businesses are small businesses but over 90% of these businesses do not last longer than 3 years.

What are the reasons behind that?

There is no reason to struggle, nor is there a reason to fail. If your firm is hitting speed bumps and hurdles, visit this incredible online continuing education course to learn how to become a fiduciary for your own business and learn how to mitigate risks.

This online Finance CPE webinar covers the following key topics:

  • What is the importance of financial management?
  • How to develop and implement budgeting successfully?
  • How to manage the Capital Structure of the business?
  • How to manage the working capital of the business?

Learning Objectives

  • To discuss ways to create liquidity and provide a legacy for you and your family.
  • To discuss ways to understand finances without a degree.
  • To analyze different methods to gain access to one crucial number for your business success.
  • To discuss different methods for ensuring profitability.

Recommended For

  • This online CPE webinar is recommended for CPAs, CMAs, PFSs, and Financial Planners involved in advising their clients for finance management
  • This online CPE course will be insightful for entrepreneurs struggling to manage their finances.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)


About Presenter

Drew Stevens

CEO and Leadership Change Expert Stevens Performance

β–ΆοΈŽ DREW’S π—˜π—«π—£π—˜π—₯π—§π—œπ—¦π—˜: With over 35 years of professional business experience working with both Wall Street and Main Street businesses, I provide three instant methods that lead to personal transformation, top line growth and business success. I work with founders and senior leaders of middle market organizations to scale the business and transform into a wealthy profitable organization.

β–ΆοΈŽ π—žπ—˜π—¬ π—¦π—˜π—₯π—©π—œπ—–π—˜π—¦ OFFERED:
I offer a number of core corporate solutions to middle market companies that include but are not limited to:
- Strategic Planning and Implementation
- Process Improvement
- People Enhancement and Coaching
- Revenue Operations Remix
Working individually with founders and senior leaders I offer:
- Estate Planning
- Financial Planning
- Investment Analysis
- Financial Pathways

β–ΆοΈŽ WHY WORK WITH DREW: Drew Stevens has over 30 years of sales, marketing and customer services expertise as well as Wall Street experience. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, helps to scale revenue, and then assists organizations with scales, exit or merger. Drew’s strategic planning and revenue expertise lending have led to assisting organizations in achieving over $11B during his 25-year tenure.

β–ΆοΈŽ π—˜π—«π—£π—˜π—–π—§π—˜π—— π—’π—¨π—§π—–π—’π— π—˜π—¦: Dr. Stevens has been a CEO and COO for a myriad of private companies. His accomplishments include, alleviating process inefficiencies by 33%, implementing revenue operations effectiveness including sales, marketing, customer service and product development. He completely overhauled the revenue operations to help reduce churn by 40%, increase customer service by 31% and increase sales conversion by 71%. Created and implemented processes to transform a cash transactional system to a $100MM SaaS implementation.

β–ΆοΈŽ π—ͺ𝗛𝗔𝗧 π—–π—Ÿπ—œπ—˜π—‘π—§'𝗦 𝗦𝗔𝗬: β€œDrew is the wizard of revenue. Unlike others that charge by the hour and take forever to create a solution, Drew’s value is working quickly to discover the issue, make recommendations and implement. The work with Drew is unmatched. β€œTed Owner of a Financial Technology Firm

β–ΆοΈŽ DREWS π—•π—”π—–π—žπ—šπ—₯𝗒𝗨𝗑𝗗: I have excelled in strategic planning, revenue operations and financial success for over 35 years. My work with middle market organizations and their senior leaders and founders has helped to produce over $11B in new revenue. My competitive differentiation is getting you personally or your organization the edge it needs to get financially strong.


FAQs content

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7)Β 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.
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Ratings and Review


8 Ratings



Very Good