October 7th, 2026 | 10:00 AM PT | 1:00 PM ET
Join us for a Forwardly Partner Certification Training, hosted by Jane Ingram, Director of Marketing and Operations at Forwardly.
This interactive session is designed to help accountants, bookkeepers, and financial professionals understand the Forwardly platform, how to position it with clients, and how to start earning enhanced referral rewards as a Forwardly Certified Partner.
Whether you’re new to being a Forwardly Referral Partner or looking to deepen your product knowledge and referral success, this one-hour webinar provides practical insights, a live demo, and certification opportunities.
What you’ll learn
Explain Forwardly’s core features and business benefits with confidence
Identify clients and use cases where Forwardly delivers the most value
Submit referrals effectively and track your partner rewards
Complete your certification and claim your public badge for LinkedIn or your website
Apply partner best practices to grow your referral income
Who this session is for
Current Forwardly partners seeking certification
Accounting and bookkeeping professionals
Financial advisors who refer businesses to Forwardly
Content creators and affiliates
About the speakers
Jane Ingram is the Director of Operations and Marketing at Forwardly, where she has been since day one. With over five years in fintech and eleven years across marketing and operations in tech, manufacturing, and hospitality, she brings a practical, no-hype perspective to AI and payments. She is also a member of the BC Tech CMO Council and has been consulting with small businesses locally for over 7 years.
If you can’t attend live, register anyway, and we’ll send you the replay link after the session. While you won’t be eligible for a credential, you can still get certified via our exam.
By:
Jane Ingram
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