Join us on September 9th for a free webinar exclusively for strategic advisors, where you will learn the basics of financial forecasting in LivePlan. Set up your firm for long-term success with an iterative process that will help drive decision making.
In this webinar you will learn:
- how to project profitability, plan for cash, and make spending decisions
- how to provide meaningful reports to your clients
- how to offer this work as part of your advisory services, and options for bundling
We answer questions in every webinar, so make sure you come prepared! Here are a few resources that will cover the basic information about our Strategic Advisory Bootcamp:
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.