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.
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.
"The webinar provided an interesting perspective."
"Good Insight into Forecasting and Creating a Business Plan."
"Extremely informative webinar about the process and tool. Thank you!"
"Kathy Gregory presented the material well and communicated personal knowledge of implementing strategic planning."
Kathy Gregory comes to Palo Alto Software and LivePlan with 15+ years 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.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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