Lender Applications, People Support and Tax Incentives

As Americans continue to digest the CARES Act, business owners are seeking guidance around loans backed by the SBA to help maintain cash flow and retain their workforce. Join us for an intimate workshop as we answer your questions and walk you through financing options for your businesses, including PPP, FFCRA and tax credit incentives. 

During this interactive small group session, we will help you with the actual payroll calculations as part of the application process and offer strategic advice to leave you with an understanding around: 

  • The CARES Act and eligibility of PPP
  • Navigating FFCRA on behalf of employees
  • Understanding and calculating employer tax credits
  • Assess short term opportunities in order to take advantage of funding sources
  • You will also have the opportunity to ask specific questions pertaining to your business and hear best practices from peers on the call

Wednesday, April 8, 2020
9:00 am – 11:00 am PT

Session Format:
9:00 am -9:30 am PT – Overview 
9:30 am – 10:00 am PT – Workshop 
10:00 am – 11:00 am PT – Live Q&A and Peer Sharing Session 

Upon registration, you will receive a packet with course materials which we will walk you through during the session.  

Registration Fee: $295 (early bird discount $250) 
*Registration is limited to ensure a small group setting

2 hours CPE credit available  

Registration for this workshop has closed. Stay up-to-date on COVID-19 news with the BPM COVID-19 Resource Center to navigate everything from new tax changes to operational and people support.


Terry Hill

Terry Hill
Partner, Advisory

Terry is a Partner in BPM’s Advisory Practice and is responsible for leading the Firm’s CFO Services group, which supports middle-market companies through key points of inflection: rapid growth, capital raise, M&A and turnaround/bankruptcy. With over 20 years of experience as an owner/operator and consultant, Terry has parlayed his entrepreneurial background into practice leadership, practice management and new revenue generation responsibilities.


Expert Resources:

Andre Shevchuck

Andre Shevchuck
Partner, Tax

Andre is a Partner in BPM’s Specialized Tax Services Practice. As a leader of BPM’s Research and Development (“R&D”) Tax Credit Consulting practice, Andre helps his clients to identify, document, and defend their R&D tax credit claims. With over 15 years of public accounting experience, including 12 years with PwC’s National R&D practice, Andre has served clients in a wide range of industries including software development/SaaS, life science, product development/consumer products, semi-conductor, aerospace and defense, automotive, FinTech, manufacturing, medical device technology, food processing, winemaking, mining and contract engineering.


Jill Pappenheimer

Jill Pappenheimer, MBA, SPHR
Partner, HR Consulting

Jill Pappenheimer brings 30 years of experience supporting the people function for organizations ranging from large financial institutions to small entrepreneurial teams. She has an extensive business management background giving her a unique perspective to traditional HR practices. Jill believes that you need to link people, with technology, and organizational goals and objectives in order to grow and thrive. Jill has a passion for people and firmly believes that organizations of all sizes and types are successful when employees share in the creation of their roles and responsibilities and can see the link to the company initiatives, change happens, accountability and engagement occurs.


Brett Hazlett

Brett Hazlett
Director, Advisory

Brett has more than 20 years of progressive experience in the consumer, manufacturing, retail, nonprofit and pharmaceutical sectors. He is a highly-accomplished, results-driven senior accounting and finance executive. Brett is a mission-driven specialist with extensive experience in strategic and operational roles who has a hands-on understanding of accounting and finance. His strong business partnering skills drive meaningful and trusted relationships with direct reports, key cross-functional partners, customers, vendors and senior leadership.