Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender, 12 November | Event in Jackson

Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender

Lean Rocket Lab

Highlights

Wed, 12 Nov, 2025 at 12:00 pm

1 hour

Lean Rocket Lab

Free Tickets Available

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Date & Location

Wed, 12 Nov, 2025 at 12:00 pm to 01:00 pm (GMT-05:00)

Lean Rocket Lab

133 West Michigan Avenue, Jackson, United States

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About the event

Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender
Work with a CPA and Commercial Lender to streamline services, keeping your financial records up to date for any lending requests.

About this Event

Join us for this focused Lunch & Learn to discover how a unified strategy between your CPA and Commercial Lender can unlock faster, smarter funding decisions for your business.


This session is presented in partnership with experts from Lally Group and Blue Ox Credit Union. Providing a practical framework showing you exactly how these two partners can work in sync, ensuring your business is always ready for growth opportunities or unexpected challenges.


Key Outcomes:

  1. Gain a Clear Financial Perspective: Learn to harness the specific expertise of two most critical financial partners.
  2. Accelerate Loan Approvals: Stop the time-consumng back-and-forth that delays funding.
  3. Implement Balanced Risk Mitigation: Learn how the combined effort of your financial team creates a resilient defense for your business.


This session will equip you with a straightforward plan to make your CPA and Commercial Lender the most efficient and powerful financial team your business has ever had.

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Ticket Info

Tickets for Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender can be booked here.

Ticket type Ticket price
Lunch & Learn: Lally Group & Blue Ox Credit Union Free
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Nearby Hotels

Lean Rocket Lab, 133 West Michigan Avenue, Jackson, United States
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Host Details

Lean Rocket Lab

Lean Rocket Lab

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Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender, 12 November | Event in Jackson
Lunch & Learn: Streamline Your Finances with Your CPA and Commercial Lender
Wed, 12 Nov, 2025 at 12:00 pm
Free