Course Details

Discover how you, as an accountant, can expand your client services portfolio and bring greater value to your clientele in an ever-evolving business landscape. Our upcoming webinar focuses on the pivotal role accountants play in offering funding advisory services to businesses striving for growth.

 

In this session, we'll delve into essential insights and practical strategies to help you become a trusted financial advisor, guiding your clients towards securing the capital necessary for their aspirations. 


Andrea Reynolds and Conor Vallely will cover the following topics during this session:

  • The significance of funding advisory services in today's economic climate.
  • Tailored funding options and sources to meet diverse client needs.
  • Strategies for aligning funding advice with clients' long-term goals.
  • Leveraging technology and tools to streamline the funding process and enhance client satisfaction.
  • Overcoming common challenges in funding advisory.


Whether you're a seasoned professional or just beginning your journey in accounting, this webinar provides invaluable knowledge to elevate your practice and make a meaningful impact for your clients. Join us and unlock new avenues for growth and distinction in your firm.

CPD Course Speaker

Swoop Funding

Andrea Reynolds

Swoop is a business funding and savings platform enabling accountants to discover the right funding solutions across loans, equity, grants and commercial mortgages, and to identify and easily make savings.

Swoop uses powerful technology alongside a team of experts to match businesses with funding from over 1,000 providers. In addition, advisors can boost their funding knowledge with funding education.

Andrea started her career as an accountant with KPMG before joining their Management Consultancy division in London, directing projects for a number of organisations such as GE Capital Aviation, Ryanair, Lloyds Bank and the FCA. Andrea left KPMG to start her own corporate finance consultancy, where for over 10 years she raised funding for businesses across loans, investment and grants. It is this experience that led to the launch of swoopfunding.com. Andrea is also a non-executive director Berkshire Hathaway European Insurance.

Swoop Funding

Conor Vallely

Conor began his career in Hedge Fund Accounting before spending several years in the US Venture Debt sector, where he successfully secured funds for rapidly expanding businesses. Subsequently, he gained experience in Import/Export finance over a period of five years. It was during this phase that he crossed paths with Swoop founders Andrea and Ciaran. In 2019, Conor aligned with their vision, assuming leadership of Swoop's Irish business. Under his stewardship, the Irish arm has facilitated the raising of over €150 million for Irish businesses to date.