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ENG21LL12

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com

Date
July 27, 2021
$49
Standard Price
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The CPA profession has played a critical role in helping small businesses achieve forgivable loans through the Paycheck Protection Program by leveraging new tools and capabilities. In this session, leaders from CPA.com and fintech company Biz2Credit will share how thousands of firms expanded their advisory services via the CPA Business Funding Portal to provide business relief for clients during economic recovery efforts. You'll hear from these experts exactly what steps firms have taken to make fintech a central part of their services for clients through PPP and loan forgiveness. They'll also share best practices and insights on how your firm can expand into business financing advisory services to deliver greater value to clients beyond PPP. 

Learning Objectives

  • Identify how firms leveraged the CPA Business Funding Portal to help clients receive PPP loans
  • Recognize how your firm can address specific needs clients may have when it comes to business financing and working capital
  • Discover best practices and insights on how your firm can expand into business financing advisory services long-term

Speakers

Speaker Image for Charles Groome
Speaker Image for Michael Cerami
Vice President, Marketing & Business Development, CPA.com

General
TAX | PFP | NAA | EST | PST | FIN | EDG | DEI | FMA

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