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Strategic Advisor Blog

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.

LivePlan Posts Written By Kathy Gregory

Webinar Recording: LIVE Forecasting in LivePlan
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Webinar Recording: LIVE Forecasting in LivePlan

See our newest feature in action! LiveForecast will help you keep forecasts up to date, see fresh running balances and be able to spend your valuable time with clients talking about what-if scenarios based on their future cash and profitability. It’s a game changer for your experience, raising the bar on your forecasting product, and […]

Why Financial Forecasting is the Foundation of Successful Strategic Advising
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Why Financial Forecasting is the Foundation of Successful Strategic Advising

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services. Reports and key performance indicators (KPIs) do provide useful information, but a rock-solid forecast provides the plan. Measuring it is […]