Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

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The Strategic Advisor Financial Forecasting Master Class is a single-day, dynamic live learning event taking place on June 2nd. Space is limited, so reserve your seat today!

LivePlan Strategic Advisor 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.

Exclusive attendee discount

As a bonus, attendees will receive a discount offer on our eLearning system for strategic advising, which contains 15+ resources to use right away.

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

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.

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

Kathy Gregory
Kathy Gregory
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.
Posted in Budgeting and Forecasting, Growth & Productivity, LivePlan Software for Advisory, Packaging and Selling Advisory, Strategic Advisor Method, Strategic Advisor Webinars