Small Business Issues in Today’s Market Webcast | 4173416A


Date :
September 25, 2017 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00
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Get the tools needed to work effectively with small business clients in today’s market. Cover various small business concepts including legal issues, obtaining credit from bank and non-bank sources, risk factors to consider and how to effectively “target” market to the client. Analyze legal issues that cover business structure and other “business law” concerns while avoiding giving legal advice. Review the credit area focusing on SBA financing, “conventional” commercial lending issues and other financing sources. The risk factors will highlight management risks and economic risks. Touch on marketing topics that illustrate how the CPA can improve their ability to “target” market their services to existing and potential small business clients. Plus, learn how to deal with the small business “owner” and better address their personal financial needs. Concepts covered use “real-life” case scenarios.

Materials are provided as an ebook for this course.


  • Determine how to effectively work with the "small business" client.
  • Recognize small business legal and credit issues, risk factors and marketing opportunities.
  • Determine the financial needs of the small business owner.
  • Summarize concepts through small business case studies.

Major Subjects:

  • Increase the effectiveness of working with the “small business” client
  • Small business legal issues, credit, risk factors and marketing
  • The “personal” financial needs of the small business owner
  • Small business case studies

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:
Business Management and Organization


Designed For:

CPAs who are sole practitioners, partners, department managers or staff accountants.


David L Osburn
David L. Osburn, CCRA is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars and keynote speeches on topics such as banking/finance/credit, negotiations, marketing and management. His contract CFO clients’ include medical practitioners, real estate developers and financial institutions. His extensive professional background of 30 years includes 16 years in banking (commercial lending including loan underwriting, collections, management and customer development) and 29 years as an adjunct college professor (MBA and undergraduate courses). Osburn holds a master’s degree in business administration from Utah State University, a bachelor’s degree in Finance from Brigham Young University and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma. Additionally, he holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

No Agenda or Materials posted.