Business Banking

Summary:

Video/Text

Video/Text

Cash Flow

11 Lessons

0% Not started

The Different Types of Urgency Campaigns You Can Create
By Rob Stephens
About Business Banking

Companies look to banks to provide critical payment services, precious loan funds, and income on liquid cash. They are a key partner for cash management and capital expenditure funding.

Are you sure:

  • Your company has the right deposit and loan products?
  • You're taking advantage of all the payment and cash management services?
  • You're bank is stable and financially healthy?

In this course, you'll learn:

  • The benefits of a good business banking relationship
  • Popular loan and deposit products
  • The latest payment services to receive or make payments
  • Ways to monitor the health of your bank - and why it matters
  • Tips to prevent costly payment fraud or mistakes
  • Ways to maximize interest income
  • How to get the best loan price you can
  • A few banking jokes

"Fast-paced, informative, and interesting." - Course Review


"This course was very helpful in understanding the various types of banks, accounts and issues/risks of various transactions." - Course Review


"This is helpful and practical content. Thanks for this great course." - Course Review

Simple and Easy

Ready to Learn?

Business Banking Products and Services

6 Lessons

Here are some resources you may want to consult during the course. I'll be talking about the "Resources for Monitoring Your Bank" document in the lesson on Deposit Protection.

No label

No label

No label

Reduce Risk, Increase Income, and Reduce Costs

5 Lessons

About the Teacher

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow and KPIs and KPI Dashboards.

Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.

Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

Ready to learn?

>
Success message!
Warning message!
Error message!