Webinar Recording- Weathering the Storm: CARES Act Relief and Cash Management Strategies for Small Businesses

Recently, ARB’s David Jean, CPA, CCIFP and CExP along with Andrew Helman and Katie Krakowka, business restructuring attorneys from Murray Plumb & Murray, presented a webinar on critical steps to safeguard your cash and protect your assets during the COVID-19 pandemic.

The webinar focused on common pitfalls of financial contingency planning and offered strategies for selecting the right financing options.

Topics included:

  • Cash management
  • Preparing for talks with lenders
  • Government assistance programs
  • Short-term and long-term financial strategies.


View the webinar recording below:




13 Week Cash Flow Analysis Worksheet
PPP Loan Forgiveness Workbook

View the slides


We’re here to help our small business clients during this time. If you have any financial planning questions, please reach out.


by David Jean, CPA, CCIFP, CExP