Webinars and Resources


Live Webinars

Note: Please use the same email for webinar registration and LivePlan account usage. This ensures that we can communicate with you effectively.

Introducing the new QuickBooks partnership for SBDCs

When: December 7th, 11:00 AM – 12:00 PM Pacific Time

Register here

Description: New Resources for the SBDC! Tips and Tools to help you navigate the QuickBooks Ecosystem, including LivePlan feature sets that integrate with QBO, end-of-year best practices, and more!

  • New Financial Resource Training Tools 
  • Navigating the QBO Ecosystem including New Feature Sets
  • End Of Year Tips 
  • LivePlan Integration Features and Updates
  • Special Offers and Programs

The LivePlan team will showcase how QuickBooks Online can connect to your client’s LivePlan company to further enhance the value of your financial forecast.

A Year in Review, and 2024 Preview: Best Practices & Ask Our Experts Anything

When: January 17th, 11:00 AM – 12:00 PM Pacific Time

Register here

Description: To all of our friends who help entrepreneurs and SMBs succeed, here’s a chance to ask us anything! Join Josh Fegles, Justin Hardersen, Cassie Haehlen, and Peter Thorsson in this LIVE, one-hour webinar — answering your burning LivePlan questions and checking in on interesting use cases and best practices from YOU!

Join us for an energetic discussion around questions like:

  • How to prepare you and your business for the new year
  • New features from 2023 and what to expect for 2024
  • Best practices in mentoring entrepreneurs with LivePlan

…and more – please come ready with YOUR questions! Space is limited and this is a unique opportunity to ask LivePlan experts directly, so register today!

Can’t wait for our next webinar? View our past webinar recordings here.

*More training dates will be added. Please check back regularly for an up-to-date schedule.

Recent webinar

Watch the recording of our October “Ask our Experts Anything” webinar for Consultants, Educators, Advisors, and Mentors where our team fielded a wide range of questions like how to overcome the fear of starting a revenue forecast and moving past a blank page. Our answer — is to embrace educated guesses, leverage our AI Assistant, and revise those guesses over time.

We also covered LivePlan’s AI-assisted plan writing and forecasting tools. And had a great discussion on how to use LivePlan’s Pitch feature as an iterative exercise with clients or students. Watch now!


Conference season is upon us!

Our team is out connecting in person at a number of conferences over the next few months.
Will we see you at an event?

  • ✅ AWBC Leadership Conference July 24 – 26th (details)
  • *Virtual* LivePlan Financial Forecasting Master Class Aug 10th (reserve your seat)
  • ✅ ASBDC Annual Conference Sept 4 – 8th (details)
  • ✅ GCEC Annual Conference Oct 5 -7th (details)
  • ✅ OFN Annual Conference Oct 15-18th (details)
  • NACCE Annual Conference Oct 29 – Nov 1st (details)

Growth Planning Basics (Session 1)


Growth Planning Applied (Session 2)


More Free Training Videos

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