Advisory Services "How To" 2021 Webcast Series - Cash Management

Wednesday, August 11 9:00am - 10:00am PDT

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1.0 Credits

Member Price $20.00

Non-Member Price $30.00

Overview

Eighty-five percent of business owners with revenues between $1 million and $5 million report being concerned about cash. Less than three percent of those businesses are being helped by their financial professional. No other business challenge is as prevalent with, or as threatening to, your clients than cash management. Cash management can be a systematic and productized offering to your clients. This webcast will equip you with the knowledge and tools you need to offer new and valued services to businesses and grow your advisory practice. Don’t miss this first of three courses in the Advisory Services “How To” Series! 

Highlights

  • Introduction to cash management.
  • How to recognize the signs of cash flow challenges.
  • Overview of a systematic approach to cash management advisory services.
  • Value of cloud-based cash management tools.
  • Detailed walk-through of a cash management advisory engagement.

Prerequisites

None.

Designed For

CPAs, EAs, and accountants.

Objectives

Gain an understanding of cash management. Learn how to recognize when an organization has cash flow challenges. Understand a systematic approach to cash management advisory services. Discover the value of cloud-based cash management tools. Understand what a cash management advisory engagement would look like.

Preparation

None.

Notice

None.

This event is part of the following bundles:

Leader(s):

Leaders

Peter Mares

Peter co-founded Growth CPR in 2020 and scratched his entrepreneurial itch. In addition to founding two practices as a partner at the global accounting firm KPMG, Peter has also held executive and C-level positions in global, mid-market and small businesses. Peter loves working with businesses and driving improvements in profitability and performance.

He graduated from James Madison University (the Harvard of the south) and received his MBA from George Washington University. His original career objective was to be a psychologist, but the requirement that he learn to train mice put an end to that dream.
Leveraging his experience and passion for transforming businesses, he turned his passion into a business.

Peter and his wife, Kimberley, live in Pennsylvania and stay connected with their seven (yes, seven) children spread out across the country. Peter is also an advisor to small businesses and start-ups through the Executive Leaders for Advisory Boards.

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Non-Member Price $30.00

Member Price $20.00