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20WC-1763: Small Business Issues in Today's Market (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, March 16, 2021
1:00pm - 3:00pm Central Time
2 CPE ()

Gain insights and review case studies to work effectively with small business clients. Core subjects include legal, credit, marketing, and other risks.Analyze legal issues that cover business structure and other "business law" concerns while avoiding giving legal advice. Review credit options focusing on SBA financing, "conventional" commercial lending issues, and other financing sources. Risk factors will highlight management and economic risks.Review marketing techniques, especially "target" marketing of services to existing and potential small business clients. Interpersonal and analytical skills, focused on the small business "owner" and personal financial needs.

Major subjects

  • Increase the effectiveness of working with the small business client
  • Small business legal issues, credit, risk factors and marketing
  • The personal financial needs of the small business owner
  • Small business case studies

Learning objective(s)

  • Determine how to effectively work with the "small business" client.
  • Recognize small business legal and credit issues, risk factors and marketing opportunities.
  • Determine the financial needs of the small business owner.
  • Summarize concepts through small business case studies.

Who should take this program?

CPAs, sole practitioners, firm partners, managers or staff accountants.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor David Osburn, MBA
Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.