Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In today’s world, there are a multitude of financing options, yet companies still struggle to obtain necessary financing. Many companies have a strong business but still have difficulty obtaining funds. Even those who are successful tend to spend a large amount of time completing various administrative requirements. Having a strong comprehension of the different types of financing options available as well as understanding what investors, bankers, and other creditors look for prior to supplying funds enhances one’s success in obtaining funds in the fastest available time, with limited administrative work.
This course identifies different sources of financing, describes details behind each source of financing, and when each type of financing is most appropriate. It goes into detail behind different types of bank loans and what bankers look for prior to advancing funds. It provides the knowledge required in order to pursue the most appropriate type of financing, maximize funds, and present the organization in the best possible manner to enhance chances of success at the onset, with the least amount of effort required.
This seminar is highly interactive. Participants will work with exercises and case studies to learn through doing. It is highly recommended that participants attend the course prepared to use a calculator or Excel to obtain maximum benefit.
Topics Include:
- How Banks Work
- Senior Debt and Bank Loans (Line of Credit, Margining, Seasonal Bulge, Term Loan, Bridge Loan, ABL)
- Mezzanine Debt
- Creative Use of Trade Credit
- Acquisition Financing
- Venture Capital Financing
Schedule
- October 10, 2024, 8:30 a.m. - 12:30 p.m.
- October 11, 2024, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of this course, participants will be able to:
- Identify the most appropriate source of financing for your business.
- Distinguish between the different characteristics of bank financing and identify which is most suitable for a specific need.
- Understand requirements for margining loans, collateral, security, and personal guarantees.
- Define the characteristics of senior debt, mezzanine financing, or subordinated debt.
- Develop an understanding of less common financing (Asset-Based Lending, Bridge Loans, and Venture Capital).
- Use Trade Credit to your advantage to reduce your reliance on external financing.
Who Will Benefit
This course will benefit professionals who know the basics of debt vs. equity financing but want to know how to approach a banker successfully, identify the advantages and requirements for different types of bank loans, mezzanine or subordinate debt, and venture capital financing. It is particularly helpful to small and medium sized business owners and the financial professionals or public accountants that support them.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Karine Benzacar is Managing Director of Knowledge Plus Corp., an organization which specializes in business training and in providing financial, accounting, and management information services. Karine is a seasoned industry professional with over 20 years of solid industry experience. As a professional accountant, certified both in Canada and in the U.S., Karine’s practice has involved organizations all across North America.