Webinar Recording: Financial Forecasting, Reporting and Cash Planning


Strategic advisor free webinar

Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.


In this recording you will learn:

  • how to project profitability, plan for cash, and make spending decisions
  • how to provide meaningful reports to your clients
  • how to offer this work as part of your advisory services, and options for bundling

Here are additional resources:

Financial Forecasting: The Foundation of Strategic Advising

Forecasting Versus Budgeting: What’s the Difference?

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.

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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