Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class


LivePlan’s Financial Forecasting Master Class is back! Join us August 10th for a half-day, dynamic live virtual learning event that will prep you to bring added value to your clients. Space is limited, so reserve your seat today!

LivePlan | Learning Financial Forecasting Master Class

Build your forecasting chops

This Master Class will take advisors on a deep dive into financial forecasting, helping them master LivePlan’s forecasting and financial management features. Attendees will learn how to: 

  • Build forecasts that start simply and provide immediate value
  • Incorporate scenarios into financial forecasts that evolve over time
  • Use the forecast as a strategic roadmap for better business management
  • Provide actionable insights to clients and help them to manage their business with confidence

This workshop will teach you how to master strategic financial forecasting. You’ll learn how to use assumptions and business rules to create forecasts for your clients, how to use the forecast as a management tool each month, and how to keep forecasts updated and accurate.

Deep training and hands-on work in LivePlan

LivePlan uses a limited attendance model in its Master Classes, in order to create an environment where deep training and purposeful peer connections have room to develop with an emphasis on small-group collaborative training, a trademark of LivePlan Learning programs. For more information, visit the LivePlan training center.

Practice your forecasting skills at our Financial Forecasting Master Class. Reserve your seat today!

“The Master Class was well organized, communication was clear and I learned a good amount. I would recommend it to all LivePlan users or those considering.”

Doug Hart
with Beacon Business Advisors

About Palo Alto Software and LivePlan for Advisors & Educators

Palo Alto Software, Inc. develops and publishes tools, products, and content to help small and midsize businesses pitch, plan, manage, and grow their ventures. Founded in 1988 by business planning expert Tim Berry, PAS has been the market leader in its category for over 15 years and has served well over 2 million entrepreneurs. 

Currently led by Sabrina Parsons, who has been the company’s CEO since 2007, initiated the development of the company’s flagship product, LivePlan. A SaaS (software as a service) solution for efficient, profitable, and scalable business planning and financial management. For more information, please visit and

Annie Ryan
Annie Ryan
Annie is the Product and Channels Marketing Lead for Palo Alto Software.
Posted in Budgeting and Forecasting, Growth & Productivity, LivePlan Software for Advisory, Packaging and Selling Advisory, Strategic Advisor Method, Strategic Advisor Webinars