Webinar Details
Course Description
Business loans are a vital source of funding for cash flow management. In this webinar, Robert Stephens, CPA and CFO consultant will show participants how to walk through ratio analysis and cash flow projections to determine whether loan funding is needed. He will then explain how leverage (the use of borrowed funds) magnifies returns but increases risk.
Rob will also explore key loan components including different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan. Basic accounting entries and financial statement presentation, including footnote disclosure, will be explained.
Learning Objectives
- Explore different types of business loans.
- Recognize key loan terms and their definitions.
- Identify key loan documents.
- Discover loan accounting and financial statement presentation.
Prerequisites
- None
Who Should Attend
CPAs, accounting, and finance professionals who work with business loans.
Advanced Preparation
None
Presenter Details
-
Robert Stephens
- Presenter
Rob Stephens is the Founder of CFO Perspective, where he provides financial consulting and education to small businesses. 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 Planning and a Graduate Certificate in Fin... Read more
NASBA Sponsor
-
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
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.
Purchase options
Live Webinar
All-Access Pass
Get a Full Year of Unlimited Training With One Purchase.
- 12+ Unique Premium Webinars Each Month
- 580+ CPE Hours of On-Demand Self-Study Content
- Track CPE Courses and Support in the Cloud
- Save an average of $500+ per year on CPE