Lunch & Learn Series

Catch up on our expert-led webinars for accountants, available to watch on demand, and register for our upcoming Lunch and Learn sessions to stay up to date with the latest insights and practical guidance.

  • June 2026: How Capitalise for Business helps you support your clients more

    Kirsty McGregor and Senior Funding Account Manager Liam explored how Capitalise for Business supports your clients, shared real success stories and case studies, and explained the additional support Liam provides to help you deliver even greater value.

  • May 2026: Client pain points with working capital

    Many businesses face ongoing pressure when it comes to managing working capital. In this Lunch and Learn, Kirsty, joined by Partnership Manager Salome, explored the common challenges clients experience and how accountants can step in with practical support and funding solutions.

  • April 2026: How is the Middle East crisis affecting your clients?

    Capitalise’s Accountant-in-Residence, Kirsty McGregor, is joined by Senior Partnership Manager Toby Ishmael to unpack what the latest developments in the Middle East could mean for your clients. They highlight the sectors most exposed to disruption, the key risks to profitability and cash flow, and the warning signs to watch for.

  • March 2026: Help your clients secure funding the first time

    Capitalise's Accountant-in-Residence Kirsty McGregor and Head of Funding Nick Richardson provide an "insider" look at the lender’s decision-making process. Designed specifically for accountants and business advisers, this webinar covers how to identify avoidable pitfalls and position your clients for success from the very first application.

  • November 2025: Accessing funding for the Christmas season

    Partnership Manager Salome Ssempa shares how clients can prepare for a busy season of trading. You can expect to hear about typical reasons for funding during this period and a deep dive into the lending products available to fund stock.

  • October 2025: Maximising your client's credit profiles post filing

    In this session, Senior Partnership Manager Toby Ishmael outlines how business credit profiles work, why strong credit scores matter, and how timely, regular credit reviews can improve funding outcomes and reduce borrowing costs.