Dynamic, Live, Virtual Learning Events

LivePlan Advanced
Master Classes


LivePlan is the trusted forecasting software for thousands of small business advisors worldwide.

Financial Forecasting

Need to build your financial forecasting chops?!
The Strategic Advisor Financial Forecasting Master Class puts LivePlan’s experts at your fingertips.

Master Class live virtual learning events help you:

  • Build forecasts that start simply and provide immediate value.
  • Manage forecasts that evolve over time as you work with your clients.
  • Use a forecast as the management roadmap for your client.
  • Understand the LivePlan Dashboard to manage financials, report results and action items to your team.

Reserve Your Seat

Thursday, August 15th 9:00 AM - 1:00 PM Pacific | 12:00 PM - 4:00 PM Eastern
Join us a half-day, live virtual training event to learn financial forecasting.
Master Class includes: deep training resources and hands-on work in LivePlan

Want to learn more about LivePlan Master Class training opportunities or customized trainings for your specific network’s needs?

Fill out the form below for availability



"The Master Class was well organized, communication was clear and I learned a good amount. I would recommend to all LivePlan users or those considering."

- Doug Hart
with Beacon Business Advisors

"Very useful to see how SBDC's can use the software long term with our clients. While most of what we do is startup forecasting in preparation for approaching lenders, this allows us to consult with our clients on an ongoing basis and drill down into the revenue and expenses that are and aren't working for the business.“

- Jeff Dereume
with Duquesne SBDC

"This class was very informative. I learned about some of the features I was not using. I learned some best practice tips when creating a forecast, as well as how to present issues and ideas to the client. They also provided some great resources to help with the process.“

- Lynn Kupper