Mobile Edition

Small Business Issues in Today's Market (4173416B)

Date:Monday, January 8, 2018
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: David L. Osburn
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


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.

  • 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 Topics:
  • 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

Who Should Attend:

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


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.