Small businesses today are looking for more from their accountant. In fact, the number one reason small businesses change accountants is because their accountant was not offering proactive financial advising services for their business. Experts from Fundera and LivePlan will give an educational overview and practical advice on how you can enhance your services by adding loan consulting, loan application, business planning, and financial forecasting / monitoring.
Gain a strong understanding of the booming industry that is alternative lending to SMBs
Learn how to use Fundera to efficiently access capital for your clients
Learn how to create a lender-ready business plan and financial forecast, then track results using LivePlan
Learn how to pick and choose the right Key Performance Indicators to track and manage, before and after your clients apply for lending
Fundera
Co-Founder
[email protected]
646-504-2134
Andres Moran is the co-founder and Head of Business Development of Fundera. This is his third entrepreneurial venture. His first company was a medical spa in Miami, which was acquired several years later. His second venture was an online exercise rewards company called Earndit, which was acquired last year. Andres attended Vanderbilt University and later received an MBA from Columba Business School. He lives in New York with his happy wife, independent 2-year-old daughter, and hyperactive Yellow Lab.
LivePlan for Strategic Advisors
Director of Sales
[email protected]
(646) 642-5299
Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.