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There are a number of events available to familiarize yourself with potential gaps in your business's finances, and find proactive ways to avoid such gaps. Our team stands ready to help businesses with their accounting and reporting standards, and review new comment trends related to IPOs. We will also discuss the best practices available, and uncover helpful tips to benefit you.


Innovate 2018- February 7-9, 2018 in Newport Beach, CA

Past Conferences:


Enter info to view our workshops below:

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  • Loan Closings Considerations ​

  • Title Endorsements: Know Your Options to Protect Your Loan

  • Syndications for Private Lenders

  • The New HMDA: Are you ready?​

  • Bringing the Hammer Down

  • CFL vs BRE

  • Understanding Title Claims

  • Enforceable Guaranty Webinar

  • TRID Webinar

  • New Layers to the Capital Stack

  • Cannabis Lending 101

  • Litigation Sucks

  • Business Purpose v. Consumer Purpose Loans

  • The Top 3 Ways to Avoid & Survive Borrower Lawsuits & Bankruptcy

  • How to Raise Capital Efficiently & Deploy it Nationwide

  • Construction Lending 101

  • Effective Use of Loan Covenants