Webinars and Resources

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LivePlan-Bootcamp-Fall-2021

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.

LivePlan’s new forecasting features and navigation for a better advisory experience

When: November 18th, 11:30 AM -12:00 PM PDT

Description: LivePlan is better than ever! Join us for a 30-minute webinar exploring LivePlan’s new design and enhanced forecasting experience.

Over the past few months, we’ve been hard at work, completely overhauling LivePlan’s interface and navigation. Improved co-branding, easier QuickBooks/Xero connection, a redesigned nav bar, and an adaptive forecast view all create a more intuitive and streamlined experience for you and your clients. 

This is a BIG upgrade for your productivity! The new features and design changes all came from feedback we heard from you, the LivePlan Advisor, and we’re excited to showcase how these changes will impact your advisory experience.

CPE Opportuntity

Marketing Workshop: website design, SEO and email marketing

When: December 1st, 11:00 AM -12:30 PM PDT

Field of Study: Communications and Marketing
CPE credits:
1.5 hours (live webinar attendance required for CPE credit)

Description: Digital marketing is key to generating leads and sales, especially for cloud-based firms. LivePlan’s digital marketing team will cover the fundamentals of the various elements of digital marketing: how to structure a homepage that gets attention and converts a lead, how to use Google Analytics to analyze marketing performance, and how paid and social media can add to a comprehensive marketing strategy.

Learning Objectives:

  • Learn the important elements of a homepage that converts leads
  • Learn the fundamentals of SEO and content marketing
  • Learn the benefits and basics of Google Analytics for measuring marketing performance
  • Learn how paid and social media add to marketing strategy

Additional CPE information:
Prerequisites: None
Program Level: Basic
Advanced Preparation: None

*CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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.

LivePlan Demo

 

LivePlan 101 for advisory — Intro to forecasting, cash planning, and reporting

 

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