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View Details/Register
View Details/Register
View Details/Register
CPA - medium firm
CPA - large firm
SMBs are the lifeblood of the economy—and your client base. Yet, many struggle with cash flow, especially in today’s volatile market, putting their survival and your advisory relationships at risk. This webinar, hosted by Revenued, dives into accountants' critical role in guiding SMB clients through the complex working capital landscape.
Explore the risks of poor working capital decisions, including potential business failure, and discover strategies to help clients secure sustainable, ethical, and growth-friendly financing. Learn how to differentiate providers like Revenued, OnDeck, BlueVine, Biz2Credit, and Square, and explore how the Revenued Partner Program offers a new revenue stream for accountants who proactively solve client challenges. Leave the session equipped to enhance your value as a trusted advisor while protecting and growing your clients' businesses.
This webinar will cover:
- The Cost of Inaction
- Avoiding Predatory Lending Pitfalls
- Maximizing Client Retention
- Building Your Revenue Stream
- Thought Leadership in Working Capital Solutions
Learning Objectives:
- Recognize the serious risks SMBs face—ranging from operational shutdowns to insolvency—when they fail to secure appropriate working capital
- Identify early warning signs to intervene and protect your clients' financial health
- Describe the dangers of high-fee working capital options, often detrimental to cash flow stability
- Compare providers like Revenued, Square, and OnDeck to understand what makes a financing solution client-friendly retention strategy for high-risk SMB clients and help them to create paths to sustainable growth
- Evaluate how the Revenued partner program allows accountants to earn for referring clients to a trusted working capital solution while maintaining ethical, client-first practices
- Recall insights into the evolving working capital market, comparing traditional and alternative solutions, to strengthen your advisory capabilities and stand out from peers
Jake Lerner
Revenued
Chief Revenue Officer
[email protected]
Jake Lerner has served as Chief Revenue Officer for Revenued since 2020. He oversees all sales channels and focuses on growing our direct-to-consumer initiative, building relationships with Strategic Partners, and innovating new products. Before Revenued he was the President of Vantage Capital and spent 4 years with Fora Financial.
Solomon Lax served as Chief Executive Officer at Revenued since 2015. His 15 years of experience as a venture capitalist and investment banker include bridge and venture debt financing, restructuring, distressed company investment, and mergers and acquisitions. He is one of two founding partners of Cato Capital, LLC., where he was responsible for seeding both a healthcare receivable firm and a venture debt fund. Before entering the securities industry Sol was a general partner of CS Capital Partners LLC, an early stage venture fund, and a board member of several portfolio companies. Sol also served as CFO of the largest single-family home property owner in Maryland.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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