Training Course
Syllabus:
This course is designed to help small and medium sized business owners, as well as non-profit professionals and board members, discover strategies for maximizing the value from their banking relationships. If you need to borrow funds, you will be especially interested in learning about tax-advantaged, government-guaranteed, and conventional lending. You will also see the latest in cash management technology and techniques to save you time, effort and money while reducing the risk of fraud. You will explore how best to tap into the resources of your bank and how your CPA can help with your banking relationships.
8:30 a.m. - 9:30 a.m.
I. How The Relationship Manager Helps You Access The Various
Banking Services
9:30 a.m. - 9:40 a.m.
Break
9:40 a.m. - 10:40 a.m.
II. How A Bank Assists In Cash Management And New Cash
Management Technologies
10:40 a.m. - 11:40 a.m.
III. Tax Favored Borrowing And Borrowing By Tax-Exempt Entities
11:40 a.m. - 12:40 p.m.
Lunch (On Your Own)
12:40 p.m. - 1:40 p.m.
IV. The Straight Scoop On Government Secured Lending Programs
1:40 p.m. - 1:50 p.m.
Break
1:50 p.m. - 2:50 p.m.
V. Qualifying For Conventional Loans – What Is The Credit Officer
Looking For?
2:50 p.m. - 4:00 p.m.
VI. The Role Of The CPA
A. Audits
B. Financial Statements
C. Bank Relations
D. Distractions
4:00 p.m. - 4:30 p.m.
VII. Questions And Answers
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