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Centennial 2010
  • Location:


Level: Introductory
Competency: Finance
Seminar Code: 00918
Format: Recorded Webinar 7 Hour
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Mar 24, 2018 and pay the early fee!
Date: Saturday, Mar 31, 2018
Time: 12:00 AM

Meeting Room:
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: N/A - Early Member
N/A - Early Non-Member
$199.99 - Regular Member
$199.99 - Regular Non-Member
Seminar Description: Available Now! Please ignore its "Date and time" noted in the cart item listing. Online access to the course will be sent via email within approximately 5 business days of registration, and you will have 90 days to complete the course after access has been granted.

Business Diagnostics Online 2017
These established, high-level online seminars will enable experienced CPAs to assist clients and their organizations with business diagnostics and to obtain financing opportunities in a complex and ever-changing economic environment.

Completion of the Business Diagnostic Online program will enable CPAs to:
•Craft a comprehensive ‘size up’ of an existing business operation, pinpoint external opportunities and threats, internal strengths and weaknesses
•Understand ‘diagnostic checks’ required to ensure a satisfactory degree of corporate health and staying power
•Build stronger and more trusting relationships by assisting their clients with effective applications for financing

These online seminars are derived from the seminar “Getting the Bank to Say 'Yes’” and the business publication Business Diagnostics, 3rd Edition 2017, written by Richard Mimick, Michael Thompson, and Terry Rachwalski,.

Business Diagnostics Online is optimized to run on a PC or a Mac with a screen resolution of 1024 x 768 (or above), at least 4Gb of RAM, Adobe Flash 10.3+, and an internet connection of 4Mb+ or above. The minimum operating systems and browser requirements are:

PC - Windows 7+, with Internet Explorer 10/Firefox 44/Chrome 44 or higher.
Mac - Mac OS X 10+, with Chrome 44+ preferable
Seminar Outline:
  • Business Diagnostics Online guides attendees through funding alternatives, external and internal business environment reviews, strategic direction, and risk from the perspective of a commercial banker. A detailed, real-life scenario illustrates many aspects of the content being covered throughout each seminar.
  • In the 7-module Comprehensive and the 1-module FastTrack seminars, attendees are shown how to structure a request for funding and are introduced to the Enterprise Review Summary (ERS), a 5-6 page tactical document. The ERS is completed by a CPAs in conjunction with the client and presented to the bank along with the client’s financial statements. In addition to review questions, an optional 20-question final test is provided at the end of the seminar that, upon passing, generates a certificate.
Who Will Benefit: CPAs in public practice and in industry who are looking for an approach that will enable them to assist clients and their organizations with corporate diagnostic checks and financing applications.
Seminar Leader(s): ANDREWS, Jonathan
Special Notes: Online access to the course will be sent via email within approximately 5 business days of registration, and you will have 90 days to complete the course after access has been granted.
Additional Offerings:
CityDateTimeSeminar Leader 
Mar 31, 2019 12:00 am-12:00 am ANDREWS, Jonathan
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Can't make it to this session? See the other offerings of this seminar.

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