Webinars and events
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.
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Upcoming events
- Register here
19 March 2026, Help clients secure funding the first time
Helping clients secure funding? As their accountant, you can make the difference in helping them secure the right terms first time. Join Kirsty McGregor and Head of Funding Nick Richardson on 19th March at 1pm to learn why applications get turned down and how to help your clients present stronger applications from the outset.
- Register here
16 April 2026, Compliance and client services
Join us for this Lunch and Learn session on Thursday 16 April 2026, where Kirsty will be joined by Senior Partnership Manager Toby to share key compliance and client service updates. We’ll also look at how Capitalise’s FCA-regulated platform helps accountants support client funding while staying protected and compliant.
- Register here
21 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 on Thursday 21 May 2026, Kirsty will be joined by Partnership Manager Salome to explore the common challenges clients experience and how accountants can step in with practical support and funding solutions.
- Register here
18 June 2026, Innovative funding products and Open Banking
Explore how new funding products are evolving with the help of Open Banking. In this Lunch and Learn on Thursday 18 June 2026, Head of Funding Nick will join Kirsty to discuss how these innovations are expanding funding options and how accountants can help clients access solutions that better reflect their real-time financial position.
- Register here
16 July 2026, Using the Capital Report with your clients
See how other accounting firms are using Monitor and the Capital Report to support their clients and strengthen their advisory services. In this Lunch and Learn on Thursday 16 July 2026, Kirsty will be joined by Partnership Manager Matt to share practical examples and ideas you can apply in your own firm.
Maximising your client's credit profiles post filing
In this session, Senior Partnership Manager Toby 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.
Accessing funding for the Christmas season
Partnership Manager Salome 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.