Helping Your Clients Succeed with Lenders

Helping Your Clients
Succeed with Lenders

Location: Carriage House Inn

Date: October 22, 2025

Lunch: 11:30am  

Presentation: 12:00pm

Presented by:

How Can I Assist My Clients When Dealing with Lenders? 
Navigating the complex world of commercial lending for your clients can be a significant value-add. This session will equip you with strategies and insights to assist your clients when they have questions around their lending. We'll cover how to best prepare clients for lender discussions, identify the most suitable financing options for various business needs (from working capital to acquisitions), and understand the lender's perspective to facilitate smoother transactions. The goal is to assist CPAs in guiding their clients through the lending process, helping secure more favourable terms, and avoiding common pitfalls, ultimately strengthening client relationships.

Kyle Kreppenhofer,
Commercial Capital Advisor, Ashdown Capital

Kyle brings 13 years of commercial banking experience and joined Ashdown Capital to independently represent clients in their financing needs. He assists businesses with a wide range of financing, including mortgages, equipment, debt restructuring, and M&A. Kyle aims to streamline the financing process and secure the most favorable terms for his clients.

Peter Smith,
Commercial Capital Advisor, Ashdown Capital

With over 10 years of business banking experience and as a former entrepreneur, Peter deeply understands and customizes solutions for clients across diverse industries. He joined Ashdown Capital to offer a broader array of financing solutions and help businesses achieve their unique goals. 

**NOTE**

Lunch starts at 11:30 am

Speaker starts at 12:00 noon

• In-person event only
• Registration Cut-off is 5:00 pm on Friday, October 17, 2025
• No refunds, unless ECPAC cancels the event

Please pass this event information on to your colleagues.

Board Members can register guests. Guests are able to attend 2 times per year.

Please see the main events page for more details on registering.