Momentum Media is pleased to launch the inaugural free program for accountants who want to become more actively involved in meeting their SME clients’ funding needs and the lending process.
John Sgambelluri, partner, Accendo Financial will lead a number of workshops throughout the Accountants Daily Finance Day 2022.
The first-ever Accountants Daily Finance Day is a free in-person half-day workshop designed around real-life case studies to equip accountants with knowledge around the small-to-medium enterprise (SME) lending process and funding solutions.
Accountants will walk away with the skills and tools to understand lenders’ assessment processes and generate fruitful lending outcomes so their clients can become “finance-fit” and “loan-ready”.
As more SMEs require funding for their business, there is a significant opportunity for accountants to cement themselves as a trusted adviser, capture significant fees, maximise profitability, and establish rich SME client relationships.
With support from principal partners Altx and Assetline Capital, this practical, jam-packed workshop – which will take place on Thursday, 16 June 2022 at The Star Event Centre in Sydney – will provide accountants with key insights into lender expectations, including the measures a lender could use to determine SME loan approvals so that accountants can shape their clients’ business accordingly.
The workshop will also guide accountants on how to blend planning with advice to forecast their SME clients’ borrowing power.
It will arm accountants with strategies to navigate the evolving financial landscape so they can create additional revenue channels, maximise their profitability and develop robust SME client relationships.
Attendees will gain key insights into lender expectations and learn why lenders are supportive of accountants as key contributors to the financing process.
In addition, accountants can network with government officials, leading industry bodies, key solutions providers, and their peers, have their questions answered by respected facilitators, presenters, and panellists (including mentors and coaches, asset finance company executives, and banking and finance specialists) and formulate tangible action checklists to plan, implement, and succeed in their practices.
The event is geared towards growth-focused accountants, bookkeepers, practice principles, key business decision-makers, strategic thinkers in accounting practices, and BDMs seeking insights on the future of the accounting industry.
Speakers include Accendo Financial partner John Sgambelluri, deputy Australian Small Business and Family Enterprise Ombudsman (ASBFEO) Dr Craig Latham, flexicommercial general manager operations Karla Poulton, board adviser, executive coach and strategic risk consultant, Risk Advantage Consulting Christopher Maclean, and risk specialist Stuart Campbell.
Thanks to our principal partners Assetline Capital and Altx, the first 200 registered attend free on a $199 ticket price.
Places are filling up fast so click here to register and secure your spot.
For more information about the workshop, including the agenda and speakers, click here.