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Small Business Issues in Today's Market Webinar


March 16
2:00 - 4:00 p.m.

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.


Determine how to effectively work with the "small business" client.Recognize small business legal and credit issues, risk factors and marketing opportunities.Determine the financial needs of the small business owner.Summarize concepts through small business case studies.


Gain insights and review case studies to work effectively with small business clients. Core subjects include legal, credit, marketing, and other risks.Analyze legal issues that cover business structure and other "business law" concerns while avoiding giving legal advice. Review credit options focusing on SBA financing, "conventional" commercial lending issues, and other financing sources. Risk factors will highlight management and economic risks.Review marketing techniques, especially "target" marketing of services to existing and potential small business clients. Interpersonal and analytical skills, focused on the small business "owner" and personal financial needs.


David L. Osburn, MBA, is the founder and managing member of David L. Osburn & Associates. His firm specializes in providing seminars and webinars on topics such as banking and finance, negotiation skills, marketing and management. He also functions as the CFO of a multi-state construction company and co-manages a bank educational program with the University of Nevada, Las Vegas (UNLV). <br />  <br />  With more than 25 years of teaching experience, Mr. Osburn is an adjunct faculty member of both an accredited MBA program and a community college. His extensive professional background of 26 years includes 16 years in banking, covering comprehensive underwriting, management, business development and commercial loan experience.  Mr. Osburn holds an MBA from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the National Commercial Lending School at the University of Oklahoma.

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