Webinars and Resources


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.

Getting the most out of your clients accounting data in 30 minutes

When: Thursday, Sept 30th, 11:30 AM – 12:00 PM PDT

Description: A strategic forecast for your client is only as good as the data that feeds it. In order to accurately track against your projections, you need useful and well-structured data. More often than not though, your clients’ accounting data

Join us for a 30-minute webinar all about better utilizing your clients’ accounting data. Whether you are using QuickBooks or Xero, we’ll show you:

We’ll share real examples of strategies advisors used to overcome messy data, and how those strategies helped them create better and more strategic forecasts for their clients.

Strategic Advisory Fall Bootcamp Preview! (Plus Q&A)

When: Thursday, Oct. 7th, 11:30 AM – 12:30 PM PDT

Description: Thinking about attending our Strategic Advisory Fall Bootcamp in November? Not sure what to expect? Join us for a special Bootcamp preview and live Q&A so you can get all your questions answered!

Our Strategic Advisory Fall Bootcamp will give you the knowledge and resources necessary to transform the way you price, market, sell, and deliver your advisory service. And it will make you a financial forecasting expert!

This hour-long webinar will feature a preview of some of our content, as well as an in-depth look at our agenda and speakers. Most importantly, we’ll answer any specific questions you want to ask before attending Bootcamp.

Build a strategic forecast for your clients in 30 minutes

When: Thursday, Oct. 21, 11:30 AM – 12:00 PM PDT

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. 

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.

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