Guide To Personal Finance CPD | PL Credits Course

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Course Description
Course Qualification
Presenter
Faq

Course Description

Overview

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?

Poor planning.
Poor execution.
Poor financial management.

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)

Presenter

About Presenter

Drew Stevens

CEO and Leadership Change Expert Stevens Performance

▶︎ DREW’S 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘: 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.

▶︎ 𝗞𝗘𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 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

▶︎ 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.

▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: 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.

▶︎ 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧'𝗦 𝗦𝗔𝗬: “Drew 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. “Ted Owner of a Financial Technology Firm

▶︎ DREWS 𝗕𝗔𝗖𝗞𝗚𝗥𝗢𝗨𝗡𝗗: 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.

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.
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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) 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.