Gain insights and review case studies to work effectively with small business clients. Core subjects include legal, credit, marketing, and other risks. Analyze legal issues that cover business structure and other “business law” concerns while avoiding giving legal advice. Review credit options focusing on SBA financing, “conventional” commercial lending issues, and other financing sources. Risk factors will highlight management and economic risks. Review marketing techniques, especially “target” marketing of services to existing and potential small business clients. Interpersonal and analytical skills, focused on the small business “owner” and personal financial needs.
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.
CPAs, sole practitioners, firm partners, managers or staff accountants.
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.
David L. Osburn, MBA, is the founding and managing member of David L. Osburn & Associates. His firm specializes in providing seminars on topics such as banking and finance, negotiation skills, marketing, and management. He is a co-founder of a commercial lending company and functions as the contract CFO of a multi-state construction company.
With more than 24 years of teaching experience, Mr. Osburn is an adjunct faculty member of an accredited MBA program. His extensive professional background includes 16 years in banking, covering comprehensive underwriting, management, business development and commercial loan work-out“ experience.
Web site: <A HREF=“http://www.dlosburn.com”TARGET=“main”>http://www.dlosburn.com“
Non-Member Price $100.00
Member Price $75.00