Upcoming free webinars for members and affiliates in collaboration with Capitalise
#1 - Feb 2022: Overview of the SME space from a capital perspective
SESSION OVERVIEW
This 50 minute webinar is aimed at the practising accountant or business advisers to provide delegates with an introduction to the challenges faced by the SME when it comes to raising capital to support the full life cycle of their business.
Key Features
● How SME banking has changed
● The paradox of choice for the SME business owner
● Why the accountant is best placed to support the SME when it comes to capital needs
● Talking to your clients about capital
What Will I Get Out of It?
● Insight into the challenges faced by SMEs
● The tools available to better support SMEs
● Free Access to CPD points with Capitalise’s Core online learning
● Key opportunities and hot topics within the SME space
Who Should attend?
This seminar will be of benefit to anyone who is looking to fully support their SME clients to grow their businesses, whatever stage of the business life cycle they are in.
Hosted by Phil Hobden (Head of Education & Engagement - Capitalise)
Guest Speaker:
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#2 - March 2022: Deep dive into the funding landscape
SESSION OVERVIEW
This 50 minute webinar is aimed at the practising accountant or business adviser to provide delegates with deeper insight into the different funding solutions available to SMEs and empower you to have more meaningful conversations with your clients around them.
Hosted by Phil Hobden (Head of Education & Engagement - Capitalise)
Guest Speaker: Nicholas Richardson, Head of Unsecured Lending at Capitalise
Key Features
● Looking at the different types of lenders in the UK
● Understand each funding solution and where it’s relevant
● Find out what lenders look for
● Advising and guiding clients.
This seminar provides delegates with an essential review of the important recent developments in the world of funding for SME’s
What Will I Get Out of It?
● What options are available?
● What to look out for when looking at funding solutions
● When best to utilise these options
● When is the best time to have these conversations with clients
● Take Away: Guide to Debt Lending
Who Should attend?
This seminar will be of benefit to anyone who is looking to fully support their SME clients around their capital needs across the full life cycle of their business.
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#3 - April 2022: The importance of credit rating
SESSION OVERVIEW
This 50 minute webinar is aimed at the practising accountant or business advisers to demystify credit rating and take a deeper look at the impact it has on small businesses. Including how to actively look to improve this for your clients, with practical tips and guidance.
Hosted by Phil Hobden (Head of Education & Engagement - Capitalise)
Guest Speakers: James Piper (Lightbulb), William Jones (Capitalise)
Key Features
● How credit rating for SME’s work
● The impact credit rating has - from supplier credit to funding
● What your clients’ could achieve with a good credit rating
● How to spot if your clients’ credit rating could be negatively affected
This seminar provides delegates with an essential review of the important recent developments in the world of funding for SME’s
What Will I Get Out of It?
● The importance of credit rating
● How to improve a credit rating
● What options are available?
● Take Away: Guide to Credit Improvement
Who Should attend?
This seminar will be of benefit to anyone who wants to support their SME clients to provide a healthy and sustainable business and provide a better service.
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#4 - May 2022: Sustainable Finance
SESSION OVERVIEW
This 50 minute webinar is aimed at the practising accountant or business adviser to provide delegates with an understanding of what sustainable finance is and why it’s important for SME’s. We will also discuss the the key actions needed to support small businesses in their journey to net zero
Hosted by Phil Hobden (Head of Education & Engagement - Capitalise)
Guest Speaker: (TBC)
Key Features
● The challenges and opportunities of the net zero transition across the UK.
● What does sustainable finance look like
● How to ensure that SMEs understand the importance of sustainable finance
● The cost impact of being ‘sustainable’
This seminar provides delegates with an essential review of the important recent developments in the world of funding for SME’s with a specific lens on sustainable finance for businesses.
What Will I Get Out of It?
● What options are available?
● An understanding if the SME Sustainable funding markert
● Take Away: A Guide to Sustainable Finance
Who Should attend?
This seminar will be of benefit to anyone who is looking to fully support their SME clients around their capital needs across the full life cycle of their business.
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#5 - June 2022: Adding more Impact to your Client conversations
SESSION OVERVIEW
This 50 minute webinar is aimed at the practising accountant or business adviser to provide delegates on how to add more impact to your client conversations & meetings. From discussing different conversation techniques and unlocking your emotional intelligence we will address how to maximise your relationship with with your clients.
Hosted by Phil Hobden (Head of Education & Engagement - Capitalise)
Guest Speakers: Alexandra Bond-Burnett (Ambition to Impact
), Andrew Jordon (Connect4)
Key Features
● How to use your emotional intelligence (EQ) to maximise your client impact
● How to hold impactful client meetings using technology and agendas
● How to understand your clients true pain rather than just the symptom
What Will I Get Out of It?
● Best practices to utilise when speaking to clients
● Understanding of how technology can enhance your meetings
● How to add valuable impact to your client interactions
Who should attend?
This seminar will be of benefit to anyone who is looking to fully support their SME clients around their capital needs across the full life cycle of their business.