LivePlan Webinar Hub

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The LivePlan Webinar Hub is where we post updates for new webinars, recordings of previous ones, and any other information related to our online educational resources. Not subscribed to our webinar content? Click here to sign up!

Recent Webinars:

The secret to successful business management: learn how to use LivePlan to run a monthly plan review meeting

This webinar will walk you through how to do a monthly plan review using LivePlan. We will cover how to:

  • Compare your Forecast to your actual results in the LivePlan Dashboard (using data from QuickBooks, Xero, or your manual entries)
  • Compare your results from the past month to the same month the previous year
  • Review your cash position and cash flow
  • Interpret your financial figures so you can evaluate your current major initiatives and determine if your priorities or tactics need to be shifted
  • Review your long-term goals and strategy to see if any adjustments should be made to your business model, and update your Forecast accordingly
  • Generate reports to share with your management team, investors, and/or other stakeholders

By the end of the webinar, you’ll have all of the information you need to run a strategic and effective monthly plan review meeting for you and your team.

View Webinar recording here. 

Webinar Recording Gallery

monthly meeting webinar link  
  webinar recording link - use your budget

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Lauren McHolm
Lauren McHolm
Lauren is passionate about making financial management easy and intuitive for small businesses. As a former business manager with an MBA focused in entrepreneurship, she currently manages customer engagement for LivePlan. Lauren lives in Eugene, OR and strives to fill as much free time as possible with family outdoor adventures.
Posted in LivePlan Updates, Webinar