Live webinar
Series 1: An overview of the small business space from a funding perspective
This 50-minute webinar is aimed at practising accountants and business advisers. We’ll cover the challenges your clients are facing when it comes to accessing funding to support the full life cycle of their business. You'll learn:
- How small business banking has changed
- The paradox of choice for business owners
- Why accountants are best placed to support small businesses when it comes to funding
- How to talk to your clients about funding
Speakers:
- Glenn Collins (Head of Technical Advisory, ACCA)
- Phil Hobden (Head of Education & Engagement - Capitalise)
- Oliver Cummings (Commercial Director, Capitalise)
Live webinar
Series 2: Insight into the funding landscape to build healthier businesses
This 50-minute webinar is aimed at practising accountants and business advisers. You’ll get a deeper insight into the different funding solutions available to small businesses so you can have more meaningful conversations about them with your clients.
We'll discuss:
- A look at the different types of lenders in the UK
- A review of the most recent developments in small business funding
- Understanding of each funding solution and where it’s relevant
- Insight into what lenders look for in an application
- Tips for advising and guiding clients
Speakers:
- Phil Hobden (Head of Education & Engagement - Capitalise)
- Nicholas Richardson (Head of Unsecured Lending at Capitalise)
Live webinar
Series 3: Credit scores made simple for your clients
This 50-minute webinar is aimed at practising accountants and business advisers. We’ll demystify credit ratings and take a deeper look at the impact they have on small businesses. You’ll get practical tips and guidance for how to help your clients improve their credit score.
Key features include:
- An overview of how credit scores work for small businesses
- Insight into the impact credit ratings have for small businesses, from supplier credit to funding
- A look at what your clients could achieve with a good credit score
- Guidance on factors that can negatively impact your clients credit rating
- A review of the most recent developments in small business funding
Speakers:
- James Piper (Lightbulb)
- Phil Hobden (Head of Education & Engagement - Capitalise)
- William Jones (Capitalise Advisory Manager at Capitalise)
Live webinar
Series 4: Sustainable finance explained
This 50-minute webinar will help practising accountants and business advisers understand what sustainable finance is and why it’s important for small businesses. We’ll also discuss the key actions you can take to support your clients in their journey to net zero.
We'll discuss:
- A look at the challenges and opportunities of the net zero transition in the UK
- An overview of what sustainable finance looks like
- Tips for making sure your clients understand the importance of sustainable finance
- Insight into the cost impact of being ‘sustainable’
Speakers:
- Nick Richardson (Head of Unsecured Lending at Capitalise)
- Neil Dobson, Aviva Investors Real Estate Finance
Live webinar
Series 5: Adding impact to your client conversations
This 50-minute webinar is designed to help practicing accountants and business advisers add more impact to their client conversations and meetings. We’ll show you how to maximise your client relationships, from using different conversation techniques to unlocking your emotional intelligence.
We'll cover:
- 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
Speakers:
- Alexandra Bond-Burnett (Ambition to Impact)
- Rory Mcrea (Head of product design and marketing- Connect4)
- Peter Jarman (Managing partner, PJCO accountants)
- Amy Cotton (Head of Partnership Management - Capitalise)
