Gain a better understanding of various small business concepts including legal issues, current trends, and common risks.
This topic will provide the CPA with the tools to more effectively work with their small business clients in today’s market.
Various small business concepts will be covered including current trends in small business, legal issues, obtaining credit from bank and non-bank sources, risk factors to consider, and how to effectively target market to the client.
The legal issues will include business structure and other business law issues (while avoiding giving legal advice) and the credit area will cover SBA financing, conventional commercial lending issues, and other financing sources. The risk factors will highlight management and economic risks while the marketing section will illustrate how the CPA can improve their ability to target market their services to their existing/potential small business clients.
This material will also include how to deal with the small business owner and better address their personal financial needs. Additionally, the concepts will be illustrated through real-life case scenarios.
Agenda
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder of Osburn & Associates, LLC
- Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
- Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Banking credentials include loan underwriting, loan work-out, management, and business development
- Has been an adjunct college professor for over 30 years including the College of Southern Nevada
- Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
- M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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