I created a FREE to join Facebook group for accounting professionals who want to launch and grow there firm serving the cannabis niche.
In this group I share:
- Daily tips on what's working for me right now in my firm (I'm talking marketing strategies, pricing my services, industry trends, mindset principles, growth habits and more).
- Behind the scenes video lessons of what I'm learning in the industry everyday (lots of things I don't share publicly).
- Ways to collaborate, share resources, and also learn from other active members of the group who are actively working with cannabis clients.
I've been preparing to mentor a much bigger audience in 2023 and have A LOT of knowledge to share around launching and growing your cannabis accounting practice.
Join Now
Cannabis Credit and Loan Strategies: Unlocking Financial Tools for Growth
Navigating financial services in the cannabis industry can feel like climbing a mountain without a map. In this exclusive members-only webinar, we’re equipping cannabis operators and accountants with actionable Cannabis Credit and Loan Strategies to secure financing, credit cards, and ongoing account support—despite federal limitations and regulatory hurdles.
Whether you’re advising a client or managing your own operation, understanding these strategies is critical to scaling sustainably and legally.
Why Cannabis Credit and Loan Strategies Matter
Due to the federal Schedule I classification of cannabis, traditional banking is limited. However, savvy businesses are finding ways to build credit, access capital, and maintain compliant accounts. This webinar dives deep into Cannabis Credit and Loan Strategies that work in today’s complex financial environment.
What You’ll Learn in This Training
🏦 Financing Options for Cannabis Companies
We’ll explore the types of funding available, including:
-
Equipment loans
-
Working capital lines
-
Revenue-based financing
-
Private lenders vs. credit unions
These Cannabis Credit and Loan Strategies focus on aligning your financing needs with the right funding source while maintaining compliance with state and federal regulators.
💳 Cannabis Business Credit Cards
Did you know that select institutions are now offering cannabis-friendly business credit cards? Learn how to qualify, the pros and cons of each offering, and how to integrate them into your broader Cannabis Credit and Loan Strategies. You’ll also learn how to avoid personal liability and keep credit lines open long-term.
📈 How to Position Your Clients for Financial Services
As a financial professional, your ability to position cannabis clients for success depends on preparation. We’ll guide you through the must-have documentation, entity structuring, and reporting best practices that increase approval odds for loans and credit.
📝 Completing Financial Applications Correctly
Mistakes on financial applications can lead to rejections or compliance flags. We’ll walk through how to complete applications with accuracy and transparency, tying them directly to your Cannabis Credit and Loan Strategies for better success rates.
🔐 Account Maintenance and Regulatory Requirements
Keeping accounts open is just as important as opening them. Learn about ongoing regulatory requirements, financial reporting, and red-flag behaviors that could get accounts shut down. These tips are vital to long-term financial health and will round out your knowledge of comprehensive Cannabis Credit and Loan Strategies.
Who Should Attend?
-
Accountants and bookkeepers working in cannabis
-
Cannabis business owners and CFOs
-
Compliance professionals
-
Financial consultants and loan officers
If your role involves advising or supporting cannabis clients, this webinar provides the tools and frameworks needed to navigate credit and lending confidently.
In an industry where traditional banking still comes with barriers, knowing your way around Cannabis Credit and Loan Strategies is a game-changer. Join us to gain insights, stay compliant, and unlock the financial services your business or clients deserve.
This Event Has Passed – Watch the Replay
The replay of this exclusive training is now available inside our Members-Only Vault. Get access to this session and dozens of other exclusive cannabis accounting & tax trainings.
*First 30 days for $1, then $97/month. Cancel anytime.
Related Resources for 280E Tax & Cannabis Accounting:
Peter Su
VP, Cannabis Banking Team Leader BNB Bank
I have been in banking over 20 years mostly in the commercial private banking space, with a lot of experience dealing with financial firms (PE,VC, family office, etc..). Currently I am running the cannabis banking platform for BNB bank. I am a Certified Treasury Professional and a Certified Cannabis Banking Professional. I am on the NCIA Banking and Financial Services Committee member and sit on an advisory panel for Pace University.
