Workshops
CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
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Overview:
In the rapidly evolving world of SME financing, bookkeepers are at the frontline of navigating its complexities, faced with the challenge and opportunity of adapting to best serve their clients.
This insightful webinar is designed to provide attendees with a comprehensive understanding of the current shifts shaping the area of SME financing. While platforms like Cubeler® Business Hub can play a part in this evolution, the primary focus will be on how these changes directly impact the practices and decision-making processes of bookkeepers. Specifically, the webinar will cover the emerging trends, potential challenges and a multitude of opportunities ripe for bookkeepers.
By the end of the session, participants will leave with a fortified understanding of the broader financial ecosystem for SMEs and be better equipped to leverage this knowledge for the benefit of their SME clients, aligning their practices with the future of SME financing to ensure they remain indispensable to them.
Key takeaways:
- Delve into the current trends in SME financing, understanding their origins and predicted trajectories.
- Examine the key challenges SMEs face when seeking financing and how bookkeepers can proactively assist in overcoming them.
- Explore the myriad of opportunities available for bookkeepers amidst the shifting dynamics of SME financing.
- Craft effective strategies for bookkeepers to adapt their practices, ensuring optimal service delivery in line with the changing financial environment.
- Understand the ethical considerations and best practices associated with advising on SME financing.
- Engage in discussions on the outlook of SME financing, preparing bookkeepers for what lies ahead in the industry.
- Assess the relevant role of platforms, like Cubeler® Business Hub, in influencing the future of SME financing.
Speaker
Erika Hild, Channel Partner Manager at Cubeler Business Hub, will be your speaker for this webinar. Fusing her educational background in sciences and visual communications, Erika has a knack for making complex material resonate with audiences. She applies her robust experience in science, visual communications and social media marketing to develop rigorous marketing strategies that effectively deliver innovative concepts and products. Formerly a General Manager at Dogtopia and Operations Manager at Merry Products, Erika has a proven track record of enhancing interdepartmental communication and collaboration. She is steadfast in her mission to help businesses unlock their full potential. Erika is sure to enlighten you with her unique blend of expertise and enthusiasm.
Cubeler connection: With Cubeler's capacity to accelerate access to small business loans, understanding the trends of SME financing empowers bookkeepers to make informed decisions and guide their clients when considering financing options on platforms like Cubeler.