Webinars and Resources

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How to sell, convert, and kick-off strategic advising services


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Video Library

View our Best Practice Library for recorded webinars and receive credit towards your Expert Advisor certification renewal.

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.


Karbon LivePlan

Reviewing 2020 in Accounting – an expert panel

When: Thursday, December 3, 2020 2:00 pm – 3:00 pm PDT

Description: To recap on a year like no other and to look ahead to 2021, Kathy Gregory is joining a panel of experts from across the global accounting profession to discuss the biggest technology trends, reveal our boldest predictions for 2021, discuss the impact of the coronavirus, and share our top tactical advice to help your firm get ahead.

This live session will be jam-packed with the best advice, tactics, and takeaways to help any forward-thinking firm succeed in 2021 and beyond. Hosted by Karbon.

If you cannot attend at this time, register to receive the recording.


For Strategic Advisors: Financial Forecasting, Reporting and Cash Planning

When: Wednesday, December 9, 2020 11:30 am – 12:30 pm PDT

Description: Learn the basics of financial forecasting in LivePlan: how to project profitability, plan for cash, make spending decisions, and provide meaningful reports to your clients. Also learn how to offer this work as part of your advisory services, and options for bundling.

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

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