MYCPE ONE

2024 Business Finance Symposium: Strategic Planning and Capital Optimization

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Conference Overview

"Can strategic planning and capital optimization be the dual engines propelling businesses into the future?"

Step into the realm of the 2024 Business Finance Symposium, where we embark on an exploration of the vital synergy between strategic foresight and capital efficiency. At the heart of every successful enterprise lies the art of envisioning tomorrow's landscape while adeptly managing financial resources today.

This CPE Virtual conference is tailored specifically for finance professionals entrusted with the critical task of managing and optimizing business finances. Crafted with industry specificity in mind, this event is meticulously designed to arm you with indispensable insights, tools, and strategies essential for navigating the intricate landscape of corporate finance.

Throughout this immersive experience, esteemed speakers, renowned for their expertise, will illuminate various facets of finance, covering an array of topics ranging from financial forecasting to investment analysis, from working capital management to strategic financial planning. Each session promises to deliver actionable insights and practical guidance, empowering you to make informed decisions and steer your organization toward financial success.

Whether you are involved in financial decision-making, budgeting, or investment management, this conference will equip you with the knowledge and skills needed to drive financial performance and business growth in 2025. 

Don't miss this opportunity to enhance your expertise and contribute to the financial success of your organization.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2.5 Finance
CPA (US) 1 Accounting
Accountant/Bookkeeper/Tax Professionals 2.5 Finance
Accountant/Bookkeeper/Tax Professionals 1 Accounting
CPA in Canada 2.5 Finance
CIA 1 Financial Accounting
CFE 1 Accounting
CMA 2.5 Corporate Finance
CMA 1 Financial Reporting
CPA/ABV 2.5 Finance
CVA 2.5 Finance
CFA 1 Accounting
CPA/CFF 1 All
CGFM 1 Accounting
DE LPA 2.5 Finance
DE LPA 1 Accounting
IAP 1 Accounting
CTP 2.5 All
ACCA 2.5 All
CA - ICAEW 2.5 All
FPAC 2.5 General finance principles and financial concepts
FPAC 1 Financial accounting concepts
QIAL 1 Accounting
CBA/MCBA 2.5 Finance
IA LPA 2.5 Finance
IA LPA 1 Accounting
ME LPA 2.5 Finance
ME LPA 1 Accounting
CIPM 1 Accounting
CA - Scotland 2.5 All
CA - Ireland 2.5 All
CPA - Ireland 2.5 All

Sessions

Oct 17th, 2024

Speakers:
Speaker Name
Torrey T. Wood


M&A Financing Services LLC

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Every business needs capital to grow. But the process can be intimidating. And not understanding how business lending works can cost you energy, money, and time.

No more frustration from being turned down over and over!

Unlock the secrets to securing commercial financing with our comprehensive Commercial Loan Application Masterclass. In today's dynamic business landscape, access to capital is crucial for growth and sustainability. This CPE Finance masterclass is designed to equip entrepreneurs, business owners, and financial professionals with the knowledge and skills needed to navigate the complex world of commercial loans successfully.

Major topics covered:

  • Introduction to commercial lending
  • Understanding the Landscape
  • Understanding Borrower Requirements
  • Documentation and Application Process
  • Loan Structuring and Terms
  • Commercial loan underwriting
  • Follow-Up strategies
  • Strategies for Success

Join us for this transformative masterclass and empower yourself with the knowledge and skills needed to navigate the commercial loan application process successfully. Secure the funding your business deserves and take the next step towards achieving your financial goals.

Learning Objectives

  • Explain the concept of commercial lending.
  • Discuss the commercial loan underwriting process.
  • Review commercial loan documentation.
  • Explain commercial credit analysis.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

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In today's corporate landscape, addressing climate change is not just a moral imperative but also a strategic necessity. Finance and accounting teams play a pivotal role in this transition, as they are responsible for allocating resources, assessing risks, and ensuring transparency. 

This CPE will explore the integral role of finance and accounting teams in corporate climate transition plans. Gain insights into how these teams can enhance the formulation, execution, and transparency of transition plans. Engage in discussions featuring real-world illustrations of finance and accounting teams’ contributions to transition planning, and explore optimal strategies for integrating sustainability, finance, and accounting efforts.

Finance and accounting teams are not just stakeholders in corporate climate transition; they are instrumental drivers of change. By harnessing their expertise and aligning financial goals with sustainability objectives, companies can navigate the challenges of climate transition effectively and thrive in a rapidly changing world. 

Join us as we explore the transformative potential of finance and accounting in shaping a sustainable future.

Learning Objectives

  • Explain the critical role of finance and accounting teams in corporate climate transition.
  • Gain insights into how finance and accounting can enhance the formulation, execution, and transparency of transition plans.
  • Explore real-world examples and best practices for integrating sustainability efforts with finance and accounting practices.
  • Identify strategies for optimizing integration between sustainability, finance, and accounting teams.

Qualifies For

License details Credits Status
Accounting for Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Certified Financial Forensics (CFF) 1 CPD Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Mark Cottle

EVP & GM, Embedded Lending
Lendio

Speaker Name
Natalie Campion

Sales Manager, SBA Lending
Lendio

Speaker Name
RJ Muto

President
Project Blue Signature Capital

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The business lending landscape is evolving at lightning speed—are you ready to keep pace? This lively course dives headfirst into the rapidly shifting world of financing, covering everything from traditional bank loans to the latest fintech solutions. Whether you're a business owner on the hunt for the perfect financing option or a financial pro guiding clients, this session is packed with insights that will help you make sense of it all. Sure, small business lending is more complex than ever, but you'll quickly be cruising through these choppy waters with the right know-how.

In this course, we'll cover an array of financing options, breaking down the details of lines of credit, term loans, and merchant cash advances—no stone left unturned. And when it comes to SBA loans? We've covered you with a detailed roadmap for navigating the application process and crushing those eligibility requirements. Plus, you'll walk away armed with practical tools to evaluate lending partners, seize the best opportunities, and craft loan applications that stand out. 

Major Topics:

  • Traditional Lending vs. Fintech
  • Exploring Financing Options
  • SBA Loan Eligibility Guide
  • Choosing Lending Partners
  • Loan Application Essentials

 Join us to level up your lending game, fuel your business growth, and make smarter financial decisions that pave the way to success. Don't let the world of modern lending leave you behind!

Learning Objectives

  • Differentiate between traditional and fintech lending platforms.
  • Identify the best financing products for various business scenarios.
  • Navigate the SBA loan types and application process effectively.
  • Evaluate lending partners, including SBA-preferred lenders.
  • Prepare complete documentation for diverse loan applications.

Qualifies For

License details Credits Status
Finance for Accountant/Bookkeeper/Tax Professionals 1.5 General Credit Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Treasury Professional (CTP) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Torrey T. Wood
Torrey T. Wood


M&A Financing Services LLC

Oct 17th, 2024

View More
Ross Maynard
Ross Maynard

Managing Director
Ideas2Action Process Excellence Ltd

Oct 17th, 2024

View More
RJ Muto
RJ Muto

President
Project Blue Signature Capital

Oct 17th, 2024

View More
Mark Cottle
Mark Cottle

EVP & GM, Embedded Lending
Lendio

Oct 17th, 2024

View More
Natalie Campion
Natalie Campion

Sales Manager, SBA Lending
Lendio

Oct 17th, 2024

View More

Reviews and Ratings

out of 5

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6 ratings

Excellent

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Average

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ZMM

Zahabiya Muhammadi Muhammadi, Senior Manager
4 ratingratingratingratingrating

good session

SR

SPENCER RIDINGS, Accounting Manager
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I enjoyed the live sections but thought the middle section was redundant.

VKG

V K Gangwani, Owner
5 ratingratingratingratingrating

excellent

CVDL

Christin von der Linde, Risk Manager
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Easy Isabel platform with plenty of content.

CC

Chris Collins, Director (Finance)
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Quality experience, very clear and knowledgeable in the concepts covered

BS

Bailey Sherratt, Director (Finance)
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I really enjoyed this symposium - the content was very applicable to the responsibilities of my role and the panellists were informative, knowledgeable and communicated the material is an easy to understand method. I liked that multiple different topics were covered and look forward to more events.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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