Webinars and Resources

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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 101: Forecasting, Cash Planning and Reporting for Advisors

When:
Thursday, March 4th, 11:30 AM – 12:30 PM PDT

Thursday, March 18th, 11:30 AM – 12:30 PM PDT

Description: This session is for those new to LivePlan for strategic advising, or anyone still deciding. We’ll show you how it works for forecasting, reporting, and strategic advising, and answer your individual questions.

See how to use LivePlan to help your clients make spending decisions, understand their profitability, and provide meaningful monthly reporting and advice. We’ll also show how you can offer LivePlan strategic advising as a regular part of your advisory services, and the bundled services we recommend.

You’ll learn a lot in one hour, and be able to ask individual questions during the session. Come see LivePlan—you’ll love it!

 

Strategic Advisor Webinar

How to Get More Out of LivePlan

When:

Thursday, March 11th, 11:30 AM – 12:30 PM PDT

Thursday, March 25th, 11:30 AM – 12:30 PM PDT

Description: This session is for existing LivePlan strategic advisors who want to learn more. We’ll blow past the basics and jump right into forecasting and reporting features and details. If you need an overview of LivePlan and our program, register for LivePlan 101 listed above.

LivePlan has many options for forecasting, reporting, and syncing with your accounting solution. It does a lot, and you want a chance to learn it more deeply, and ask unique questions in real-time. This session is for you!

We’ll show you tips and tricks, and how to get the most out of LivePlan for your clients. We’ll also leave plenty of time for you to ask your individual questions.

Strategic Advisor Webinar

 

 

Outpost for Accounting Firms and Bookkeeping Practices: Better Email Management, Team Collaboration, and Client Communication

When:
More dates coming soon!

Description: Is your team overwhelmed by growing client workload and a never-ending flow of emails? Are you worried that poor email responsiveness will lose clients?

This session will introduce you to the best practices of an efficient email communication process for your entire firm or practice. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.

Traditional email wasn’t designed for teams. That’s why the Palo Alto Software team built our newest software, Outpost.

Outpost takes the pain out of managing client email so your whole firm can see everything in one place, respond quickly, focus on productive work, and provide excellent service.

Outpost Webinar

 

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.


Featured Training

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2:31

 
 
 
 
 
 
 
 
 
 
 
 
 

See how Aero and LivePlan work together to deliver advisory

 
 
 
 
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1:03:16

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

More Free Training Videos

Best Practice Library for Strategic Advisors

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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.

LivePlan Method Resource Guides