Course Details

By purchasing this session, you will gain strategic insights into adapting to an advisory role, navigating financial shifts, meeting client expectations, and leveraging technology. Empower your practice with diversified services, ensuring you stay at the forefront of the evolving financial landscape.

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CPD Course Speaker

Swoop Funding

Andrea Reynolds

Swoop is a business funding and savings platform enabling accountants to discover the right funding solutions across loans, equity, grants and commercial mortgages, and to identify and easily make savings.

Swoop uses powerful technology alongside a team of experts to match businesses with funding from over 1,000 providers. In addition, advisors can boost their funding knowledge with funding education.

Andrea started her career as an accountant with KPMG before joining their Management Consultancy division in London, directing projects for a number of organisations such as GE Capital Aviation, Ryanair, Lloyds Bank and the FCA. Andrea left KPMG to start her own corporate finance consultancy, where for over 10 years she raised funding for businesses across loans, investment and grants. It is this experience that led to the launch of swoopfunding.com. Andrea is also a non-executive director Berkshire Hathaway European Insurance.

Swoop Funding

Conor Vallely

Conor began his career in Hedge Fund Accounting before spending several years in the US Venture Debt sector, where he successfully secured funds for rapidly expanding businesses. Subsequently, he gained experience in Import/Export finance over a period of five years. It was during this phase that he crossed paths with Swoop founders Andrea and Ciaran. In 2019, Conor aligned with their vision, assuming leadership of Swoop's Irish business. Under his stewardship, the Irish arm has facilitated the raising of over €150 million for Irish businesses to date.