Webinars and Resources

LivePlan Demo

Mastering the first 30 days of client advisory

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.

Best Practice: Planning for payroll needs in LivePlan

When: Thursday, April 23rd 11:30 AM - 12:30 PM PDT

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

CARES Act and Cash Flow Planning

For Strategic Advisors: Cash Flow Planning, Forecasting, and Loan Prep during Disaster Recovery

When: Thursday, April 9th, 11:30 AM - 12:30 PM PDT

Description: During stressful financial times, small business clients need the help of their accountants more than ever. Learn to build streamlined financial scenarios quickly in LivePlan to help your clients understand their profit and cash now, and in the near term. Also learn how to model loan and financing options, and how to easily use your financial scenarios as documents for bank loans.

As the COVID pandemic continues and we learn more about the CARES Act and how to analyze the loan program for small business, we are continuing this weekly webinar series on using LivePlan to understand cash position, disruption in profit, and model loan scenarios; as well as use LivePlan documents for bank loans. Register here!


For Strategic Advisors: What is financial forecasting and why is it important for your small business clients

When: Thursday, April 16th, 11:30 AM - 12:30 PM PDT

Description: Forecasting helps a business make long term strategic decisions, manage cash, and pivot smartly when things change. Strategic Advisors should use forecasting to model financial scenarios for their small businesses for best case, worst case and working conditions. Learn the basics of forecasting, how to do it in LivePlan, and how to offer the service to your clients. Register here!

LivePlan Method Resource Guides:

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