Webinars and Resources
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.
Build a strategic forecast for your clients in 30 minutes
Description: Forecasting doesn’t need to be a daunting task. In less time than your lunch break, we’ll show how you can build a useful forecast for your client.
Whether you’re starting from accounting data or building a forecast from scratch, join us to learn how to take your client’s data and mold it into a strategic forecast. We’ll show you tips and tricks to make the most out of LivePlan, all the while answering questions along the way.
We’re taking all of our learnings and condensing it down into a half-hour webinar.
- When to build a forecast from scratch vs. from accounting data
- How to organize your forecast to support your mapping
- When you should and shouldn’t use multiple scenarios
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.
LivePlan 101 for advisory — Intro to forecasting, cash planning, and reporting
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.