Webinar: Financial Forecasting, Reporting and Cash Planning

[fa icon="calendar"] Mon, Jul 6, 2020 / by Kathy Gregory

Strategic advisor free webinar

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

webinar for strategic advisors

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:

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Kathy Gregory

Kathy Gregory

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.

Topics: Strategic Advisor Webinars

Content, tips and best practice for accountants, CPAs and bookkeepers who offer Strategic Advising Services to small business clients.

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