Webinar: Getting Your Financial House in Order Post COVID-19

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Date: Tuesday, October 20, 2020 | 1:00 PM - 2:30 PM

Venue: Your Computer,

Description: The COVID-19 pandemic has impacted businesses in ways that we have not experienced in quite some time. Much uncertainty remains as we navigate through these challenging times. As such, we have developed a series of webinars taking place over the next few months to share best practices from various advisors to help prepare businesses post COVID, as well as provide the tools needed to better manage future pandemics and other market disruptions. Join us for the first installment of the webinar series.

During this webinar, we will discuss the importance of having your financial house in order, offer advice on how to do so and provide information on economic incentive programs and other financial opportunities available to leverage in order to minimize the burden on your business.

Attendees of this complimentary, live webinar will:

  • Learn how to produce accurate financial reports & projections/forecasts
  • Understand key financial drivers & metrics
  • Discover ways to be flexible & adapt in a changing environment
  • Hear about economic incentive programs available &
    other tax saving strategies

1.5 CPE credit in Specialized Knowledge are offered.

1 – 2:15 PM – Presentation
2:15 – 2:30 PM – Q&A Session*

Presenters: Lee D. Boss, CPA, MBA, Managing Director & Chair, Mercadien’s Private Company Services Group &
Michael Warady, CFP, Regional Director, Source Advisors

*Please email any questions you plan to ask during the webinar to events@mercadien.com so we can address your question either in the presentation or during the Q&A session.

For questions about this event, please email events@mercadien.com.