Kathy Gregory

LivePlan by Palo Alto Software
Program Manager
kathy@paloalto.com

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Liveplan

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.

About Us: 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.

Upcoming Live Webinars

ADD CLIENT ADVISORY SERVICES TO YOUR CPA FIRM WITH SCALABLE LIVEPLAN METHOD

Available Date(s) Thursday, November 9, 2017
Thursday, December 7, 2017

2:00pm Eastern
1:00pm Central
12:00PM Mountain
11:00am Pacific
CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm     This course is tailored for those currently practicing public accounting who wish to offer Strategic Advising as a service offering to their small business clients. 

Archived Webinars Offered

6 METRICS YOUR CLIENTS SHOULD BE TRACKING EVERY DAY

Date RecordedJune 16, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

ADD CLIENT ADVISORY SERVICES TO YOUR CPA FIRM WITH SCALABLE LIVEPLAN METHOD

Date RecordedOctober 12, 2017  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm    

DEMO: USING LIVEPLAN TO ADD BUSINESS PLANNING & STRATEGIC FORECASTING

Date RecordedMay 11, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TRACKING KEY PERFORMANCE INDICATORS IN LIVEPLAN TO HELP SMBs MEET THEIR GOALS

Date RecordedJuly 21, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other