Content Provider
Liveplan

Sponsored by
Cpawebengagelogo
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Liveplan_method

STRATEGIC ADVISING & FINANCIAL FORECASTING: THE LIVEPLAN METHOD

Available Date(s) Thursday, February 9, 2017
Thursday, March 9, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm 
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.

Testimonials

"The webinar provided an interesting perspective."

"It's amazing!"

"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."

Liveplan Linkedin

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.