LivePlan Strategic Advisor Master Class


A half-day, live virtual training event to learn financial forecasting.

Build your financial forecasting chops with LivePlan, in a dynamic live learning event, and bring added value to your clients!

Learn to: 

  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.

Thursday, August 15, 2024

9:00 AM - 1:00 PM Pacific | 12:00 PM - 4:00 PM Eastern

Space is limited! This half-day, virtual Master Class includes:

Deep training resources | Hands-on work in LivePlan


"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

Can’t make this Master Class?

Customized training for your specific network’s needs is available