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Monday, October 26, 2026 Live Webcast

Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs To Know (X1-SSB2-2026-01-WEBNR-299-01)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today’s business environment is fundamentally different than it was even a few years ago.

DESIGNED FOR

Anyone in the accounting or financial services profession who seeks to understand proven strategies to establish and grow a small business or who counsels individuals who own, or are considering owning, a small business

BENEFITS

  • Understand how to successfully start and grow a small business or advise clients who are starting a small business
  • Understand basic legal issues that need to be addressed when forming a business
  • Explore marketing and financing plans to launch and develop a business
  • Recognize ways to protect business assets and owners from different forms of liability

HIGHLIGHTS

  • Understanding the time commitment required to start and run a business
  • Selecting a corporate structure to protect your personal assets
  • Building your product or service
  • Sales and marketing in your business
  • Establishing your owners, investors, managers, and employees
  • Accounting, recording-keeping, and other software programs
  • Leases, contracts, and employee agreements
  • Protecting intellectual property
  • Insurance
  • Business plans
  • Financing
  • Market position

COURSE LEVEL

Basic

PREREQUISITES

General familiarity with accounting and business principles

ADVANCE PREPARATION

None

INSTRUCTOR

Jason Cornwell

Jason Cornwell, Esq.

PRICING

$89.00 - Member

$289.00 - Nonmember

Register Today


Note: Online pre-registration will close on October 26 at 1:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent