0 results have been found for “”

The LivePlan Blog

NEW FEATURE: Automated Monthly Review | July 24th, 11am PT 2pm ET
Posted By

NEW FEATURE: Automated Monthly Review | July 24th, 11am PT 2pm ET

Join our CEO Sabrina Parsons, CFO Trevor Betenson, and entrepreneurship expert Peter Thorsson as we take a deep dive into our newest feature, Monthly Review! We’ll cover: -New AI powered analysis on your revenue, expenses, costs, profit and cash -Optimizing your account to maximize your Monthly Review -Top tips and tricks we use in leveraging […]

June | Ask our Experts Anything: How to Conduct a Monthly Review
Posted By

June | Ask our Experts Anything: How to Conduct a Monthly Review

Watch our CEO Sabrina Parsons, Sales Director Peter Thorsson, and Partnership Associate Justin Hardersen for a live, one-hour webinar. Discover how LivePlan helps you strategically plan, manage your financials, and measure your company’s performance. The LivePlan team answered questions covering: LivePlan’s new Monthly Review (beta) feature: provides AI analysis that can help spark conversation or […]

May | Ask our Experts Anything: Unlock the Power of Simpler, Stronger Forecasting
Posted By

May | Ask our Experts Anything: Unlock the Power of Simpler, Stronger Forecasting

    Watch our CEO Sabrina Parsons, CFO Trevor Betenson, and entrepreneurship expert Peter Thorsson for a live, one-hour webinar. Discover how LivePlan’s newest features can transform your financial planning, and get answers to your most pressing LivePlan questions directly from the pros. Here’s what you’ll learn: Master the New Context Window: Gain quick financial […]

April | Ask Us Anything: Tips and Tricks!
Posted By

April | Ask Us Anything: Tips and Tricks!

    Watch our, one-hour LIVE webinar where you’ll discover how best to get the most out of LivePlan. Presented by our CEO Sabrina Parsons, Head of Customer Advocacy Patrick San Jose, and Director of Business Development Peter Thorsson. Watch as they answer your burning LivePlan questions and cover topics like: Where to start with […]

How to create a business plan with AI
Posted By

How to create a business plan with AI

AI tools like ChatGPT are potential game-changers for small business owners. While it may be tempting to outsource your business plan writing to AI, a business plan is about much more than creating a document.  Watch as we share: Best (and worst) practices for creating your business plan with AI. AI prompts to use in […]

March | Ask Us Anything: SBDC Day Edition!
Posted By

March | Ask Us Anything: SBDC Day Edition!

  America’s Small Business Development Centers (SBDCs) provide no-cost, expert business advising and training to help entrepreneurs start and grow small businesses. Watch as we chat with Lisa Card with the Arizona SBDC network to celebrate SBDC Day. Lisa and the LivePlan team will discuss the benefits of working with your local SBDC LIVE in […]

January | Maximize Your LivePlan Experience: Executive Team Review
Posted By

January | Maximize Your LivePlan Experience: Executive Team Review

  Watch our CEO Sabrina Parsons and CFO Trevor Betenson in this LIVE, one-hour webinar – discussing how to approach a year end review, and what to keep in mind for planning the new year -How we review past financials to help shape our forecast -What Key Performance Indicators catch our eye -Common mistakes when […]

Oct. | Maximize Your LivePlan Experience: Ask our Experts Anything – Marketing Edition
Posted By

Oct. | Maximize Your LivePlan Experience: Ask our Experts Anything – Marketing Edition

Watch our CFO Trevor Betenson, Our Marketing Acquisitions Manager Spencer Thompson and entrepreneurship advisor Peter Thorsson in this LIVE, one-hour webinar – answering your burning LivePlan questions. Watch the recording to explore topics like: How to create a marketing strategy without a budget Leveraging AI in marketing Understanding your target audience *Tip: Jump to the […]