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.
- Explore different types of business loans.
- Recognize key loan terms and their definitions.
- Identify key loan documents.
- Discover loan accounting and financial statement presentation.
Who Should Attend
CPAs, accounting, and finance professionals who work with business loans.
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
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Date & Time
Monday, April 17, 2023
2:00 PM EDT (see additional timezones)
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