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Liveplan addbusiness

DEMO: USING LIVEPLAN TO ADD BUSINESS PLANNING & STRATEGIC FORECASTING

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 11, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Learn how using a tool like LivePlan can give your practice the edge it needs to add proactive advising services. Learn how to easily offer business planning and strategic forecasting, as well as KPI management for your small business clients, using LivePlan. See how easy it is to offer CFO services and grow your practice and your offerings.

Learning Objectives

  • Offer business planning services to your small business clients

  • Teach how to help create strategic forecasts and budgets with your clients

  • Show you how LivePlan can make your life easier, and give you a powerful, yet simple and affordable tool to offer proactive advising to your clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

Liveplan
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.