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.
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Upcoming events
- 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.
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.