CPAacademy.org | STRATEGIC ADVISING & FINANCIAL FORECASTING: THE

Content Provider

STRATEGIC ADVISING & FINANCIAL FORECASTING: THE LIVEPLAN METHOD

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm

Series: Women in Accounting

Course Description

Learn the concepts of Strategic Advising and Financial Forecasting: The LivePlan Method. Using the framework of The LivePlan Method, learn the difference between a budget and a forecast, and how to use a forecast to turn client goals into strategic metrics. Learn why a business plan is important and how the business model is the bedrock of the forecast. Learn how to monitor and report on Key Performance Indicators, versus standard monthly financials.

Learning Objectives

Why do Financial Forecasting?
Concepts of Strategic Advising.
How to set up an initial forecast.
The LivePlan Methodology for business planning, forecasting and KPI reporting.

Kathy Gregory

LivePlan for Strategic Advisors
Director of Strategic Development
kathy@paloalto.com

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.

Additional Materials

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Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

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.