Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class


The Strategic Advisor Financial Forecasting Master Class is a half-day, dynamic live virtual learning event taking place on November 3rd. Space is limited, so reserve your seat today!

LivePlan Learning Financial Forecasting Master Class

Build your forecasting chops

This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn: 

  • How to build and manage financial forecasts and scenarios
  • How to use the forecast as a strategic roadmap for better business management
  • How to provide actionable insights to clients and help them to manage their business with confidence

LiveForecast is a “game-changing” tool for advisors. It enables you to keep forecasts up to date, view fresh running balances, and better spend your valuable time talking about what-if scenarios based on your client’s future cash and profitability.

Deep training and hands-on work in LivePlan

A limited attendance creates 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. Master Class will be hosted on Zoom, the innovative platform that brings the in-person experience of conferences to life, online.

Practice your forecasting skills at our Financial Forecasting #LivePlanMasterClass. Reserve your seat today!

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

Doug Hart
with Beacon Business Advisors

About Palo Alto Software and LivePlan for Strategic Advisors

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