Course Details

Most accountants assume their clients are insulated from global events.
That assumption is usually wrong.

This course breaks down how major global developments — such as geopolitical tensions and economic shocks — filter down into real, measurable impacts on SME clients.

Instead of theory, this session focuses on what matters:

  • What to watch
  • What to question
  • And what to do about it

If you’re not proactively advising clients on risk, you’re already behind.


What You’ll Learn:

  • How global economic events actually impact SME clients (not just headlines)
  • How to identify early warning signs across your client base
  • How to assess cashflow, cost pressure, and funding risk
  • How to move from compliance work to proactive advisory conversations
  • Where accountants typically misjudge risk — and how to avoid it


By the end of this course, you will be able to:

  • Spot vulnerable clients before issues escalate
  • Ask better, more strategic questions in client meetings
  • Stress-test businesses against economic uncertainty
  • Provide clearer, more confident advice during uncertain periods
  • Position yourself as a trusted advisor, not just a compliance provider

CPD Club

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CPD Course Speaker

The Corporate Finance Network

Kirsty McGregor

Kirsty McGregor is founder and Chairman of The Corporate Finance Network, a group of independent regional accountancy firms. As an experienced SME Corporate Financier, she now shares her knowledge and practical resources with accountants who aim to assist owner-managed businesses to grow profitable businesses and ultimately to exit.

As Accountant-in-Residence at Capitalise.com she relishes sharing with firms how they can support clients to access sufficient working capital for growth and resilience.

She is also a speaker, professional trainer and is regularly called upon to provide commentary on SME issues to the press and media and was awarded the Accounting International Bulletin’s “Personality of the Year” in 2021.