Webinar Details
Course Description

In this webinar, Rob Stephens will introduce some basics about business loans and the SBA. This webinar will discuss the players in the SBA loan process. We'll then move to the general eligibility requirements for the SBA's largest loan programs and an overview of the application process.

You'll get important details about specific SBA loan programs. We'll look at:

  • The Standard 7(a) program
  • 7(a) specialized program
  • The 504/CDC loan program
  • Other SBA loan programs

You'll learn the pros and cons of SBA loans to help you decide if SBA funding is right for your organization or clients.

Learning Objectives
  • Recognize major SBA loan programs
  • Discover eligibility requirements for SBA programs
  • Identify the key players in the SBA loan process
Prerequisites
  • None
Who Should Attend

CPAs, accounting/finance professionals who work with business loans. 

Advanced Preparation

None

Presenter Details
  • Robert Stephens
    • Presenter

    Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Business Insider, Business News Daily, and many other news sources. Rob has a 20-year career that includes serving as CFO for two banks and a health clinic system.  He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union, where he was Program Manager of an investment advisory group with $170 Million in assets under management.  Rob is an adjunct instructor for the MBA program at Gonzaga University.

    Rob holds a Masters of Science in Personal Financial Pla... Read more

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Friday, April 19, 2024

11:00 AM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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