Webinars and Resources

Live Webinars

Note: Please use the same email for webinar registration and LivePlan account usage. This ensures that we can communicate with you effectively.

Introducing the new QuickBooks partnership for SBDC Resource Partners

When: Wed. Feb 28th, 11:00 AM Pacific

Register here!

Description: New Resources for the SBDC, Tips and Tools to help you navigate the QuickBooks Ecosystem, including LivePlan feature sets that integrate with QB, best practices and more!

The LivePlan team will showcase how QuickBooks Online can connect to your client’s LivePlan company to further enhance the value of your financial forecast. Reserve your seat!

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.

Previous Ask our Experts Anything webinar

Watch the recording of our October “Ask our Experts Anything” webinar for Consultants, Educators, Advisors, and Mentors where our team fielded a wide range of questions like how to overcome the fear of starting a revenue forecast and moving past a blank page. Our answer — is to embrace educated guesses, leverage our AI Assistant, and revise those guesses over time.

We also covered LivePlan’s AI-assisted plan writing and forecasting tools. And had a great discussion on how to use LivePlan’s Pitch feature as an iterative exercise with clients or students. Watch now!


Growth Planning Basics (Session 1)


Growth Planning Applied (Session 2)


More Free Training Videos

Get our Resource Guides for Strategic Advising

Want additional assistance?

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.