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Event Details
Title: Understanding Cash Flows
Topic: Cash Flow Planning
Date & Day: September 09, 2020 to September 09, 2020
Event Start Time: 5:00 pm to 7:00 pm
Event End Time:
Venue: Online
Faculty: Apurva Talsania (BMO)
CPE Hours: 2
Registration Fees: Member - $0 Non-Member - $25
Registration Date: September 01, 2020 To September 08, 2020
Description:

Toronto Chapter of ICAI brings to you a session on Cash Flow Planning which qualifies for 2 CPE hours. The session will be presented by Apurva Talsania, Commercial Banking Manager at Bank of Montreal.

Apurva began in the banking industry over 20+ years ago and had the opportunity to work in various progressive roles across Canadian & USA banks. He has a Master’s Degree in Finance along with 5+ years of Technology industry experience as a Software programmer and Computer Hardware service in Canada. He has worked as a Branch Manager in Canadian Retail banking managing a team of 20+ employees.
 
He and his Team have worked with Business Owners helping them start, acquire, and grow business. He has extensive experience cultivating relationships through networking and community involvement.
 
As a BMO Commercial Banker, he provides Financial Advice to Business Owners from any Industry throughout Ontario. He works closely with BMO Team in Canada & USA. He has access to Treasury & Payment Solutions (Digital banking), Financing Specialists, Trade Finance & Forex and Access to External Business professionals like Accountants, Lawyers, Appraisers, Realtors, Business Consultants and more.
 
Session Highlights
  • What is Cash Flow?
  • Determining Cash In
  • Determining Cash Out
  • Preparing the Cash Flow Forecast
  • The Cash Flow Process
  • Cash Flow In Action
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