Webinars and Resources

Posted By

Live Webinars

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

How to Build a Forecast in LivePlan

LivePlan Strategic Advisor Webinar

When: Wednesday, June 15th, 11:30 AM – 12:30 PM PDT

Description: A forecast turns your goals into a roadmap, helping you make informed and confident decisions to grow your business. But building that initial forecast can feel daunting, and you may not know where to begin.

Join us for a 1-hour webinar where we’ll show you approaches to forecasting in LivePlan. We’ll show you: 

  • How to prepare your business assumptions for forecasting
  • Strategies for building a forecast from scratch
  • Steps for building a complete forecast – and how to incorporate your goals
  • How you use the forecast as a roadmap and how you keep it up to date

Bring more value to your clients with LivePlan Advising

When: Thursday, June 23th, 11:30 AM – 12:30 PM PDT

Description: Small business clients, now more than ever, want expert guidance to make confident decisions.  Planning, benchmarking and forecasting are all areas your clients want expert help.  

Join us to learn how LivePlan Strategic Advising can help you bring more value to your clients and help you build stronger, more loyal client relationships.  In one hour we’ll cover:

  • What you can do with LivePlan software
  • Why financial forecasting is so important to advising
  • Value-driven descriptions of advising that you can use today
  • How LivePlan’s program will support you

Plus, get a take-home resource to guide your client meetings.

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.

Move beyond budgeting and into forecasting

 

Forecasting, cash planning, and reporting

 

More Free Training Videos

Best Practice Video Library

Get our Resource Guides for Strategic Advising

Want additional assistance?

We will email you our free LivePlan Method resource guides which include steps, scripts, and tips to engage your clients. Request this email by submitting this form.

Posted in