Webinar Recording: Cash and Profit Forecasting for Your SMB Clients


Strategic advisor free webinar

Watch our new recorded webinar for an in depth discussion on cash and profit forecasting where you will learn the basics of forecasting, how to do it in LivePlan, and how to offer the service to your clients in both the best or worst case working conditions.

Cash and Profit forecasting helps a business make long term strategic decisions, manage cash, pivot smartly when things change, and even be ready if special financing is a need.


Visit our Best Practice Library for additional training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features.

We upload new webinars each month, so make sure to check often for new content! You can also sign-up to attend live webinars here.

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 Strategic Advisor Webinars