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 Strategic Advisor Webinar Schedule

LIVE Forecasting in LivePlan – see our newest feature in action!

When: Thursday, April 22nd, 11:30 AM – 12:30 PM PDT

Description: Cash balances and profitability are common concerns of every small business owner. LivePlan’s newest forecasting feature, LiveForecast, will help you quickly and easily update your client’s cash and profit forecasts, and feel confident about their business roadmap.

LiveForecast is in limited beta release now – come see it in action and have it turned on in your account!

How to Get More Out of LivePlan

When: Thursday, April 29th, 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, watch a recording of our LivePlan 101 webinar.

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.

Create Higher Monthly Fees as a Strategic Advisor using LivePlan

When: Thursday, May 20th, 11:30 AM – 12:30 PM PDT

Description: Attaining higher fees for your advisory services is all about bundling deliverables in ways that clients can see the value and select what they want based on their need. It’s also important to have streamlined processes to support the delivery of your work, and tools to produce!

In one hour we’ll show you a system for bundling strategic advising services and how to use LivePlan to deliver. See how other accountants are garnering well over $1,000 each month using the LivePlan Method, to forecast, report and help their clients manage their businesses better.

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!

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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More Free Training Videos

Best Practice Library for Strategic Advisors

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LivePlan Method Resource Guides