Entrepreneurial Finance: Small Business Financial Management

  • Accountant
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS

Published: August, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The Big Questions for a Business Owner
    6 mins
  • Four Functions of the Entrepreneur
    17 mins
  • Sources of Cash
    70 mins
  • Pros of LLCs
    92 mins
  • Importance of Vision and Mission Statements
    125 mins
  • Forecasting
    143 mins
  • Financial Lifecycle of a Small Business
    164 mins
  • Price Change Analysis
    185 mins

Course Description

We understand that being an entrepreneur isn't easy. While you are busy focusing on improving your product/service or winning more customers, your business finance often takes a backseat.

Sound financial management is at the heart of every business, no matter how big or small. Without it, even viable and potentially profitable businesses will fail.

As per the reports of Small Business Administration around 20% of small business fail in the first year, 50% go belly up after five years, and only 33% make it to 10 years or longer.

This online continuing education class provides a financial overview of the entrepreneurial the journey from start-up to operational decisions to exit planning.

In this online CPE course, you’ll also hear what lenders look at when deciding whether to make a loan to a small business. 

Key topics covered in this online Finance CPE webinar:

  • Why and how entrepreneurs start companies.
  • Business structure selection
  • Sources of cash
  • Financial struggles of small businesses
  • Small business cash flow management
  • The financial components of a business plan
  • Strategic planning
  • Key small business financial metrics
  • Pricing and profitability analysis
  • Risk management
  • Exit planning

Learning Objectives

  • To identify the sources of cash for a small business
  • To explore types of business structures 
  • To recognize key financial components of business plans and strategic planning
  • To discover the lending criteria for business loans
  • To explore how to assess the profitability of pricing changes

Recommended For

  • This Online Continuing Professional Education webinar is recommended for CPAs, CMAs, CVA, ABV and PFS who wants to help their small business clients in management of entrepreneurial finance
  • This Online webinar is recommended for CPAs in Canada who wants to support Small Business clients in management of entrepreneurial finance

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Finance Director
  • Finance Pros
  • Financial Planner
  • Management Consultant
  • Outsourced CFO
  • Personal Financial Specialist (PFS)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 4 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 4 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 4 CPD Credit for Accredited in Business Valuation (ABV)
  • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4 CE Credit for Certified Wealth Strategist (CWS)
  • 4 General Credit for Accountant/Bookeeper
  • 4 PL Credit for Chartered Financial Analyst (CFA)
  • 4 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 4 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 4 CPE Credit for Certified Government Financial Manager (CGFM)
  • 4 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 4 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
  • 4 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 4 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
  • 4 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 4 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
  • 4 CRE Credit for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • Instructional Method :
    QAS Self Study
  • 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

4.4

9 Ratings

Excellent

4

Very Good

5

Average

0

Poor

0

Terrible

0

HS

Henry Staaterman, CPA (US)

May 15th, 2022

no

We use cookies to make your experience on this website better