Lean Planning, Modeling, Forecasting, Reports

March 3rd, 2022 8:30am-2:30pm PT

Learn to use LivePlan Software for financial forecasting, and create a plan and financial forecast for a sample business. Learn to keep it up to date and use it as a management tool with your client. Learning objectives: How to build a forecast in LivePlan, how to use a forecast as a management tool and keep it up to date using LivePlan’s LiveForecast™ feature.

Learn to:

✓ Build forecasts that start simply and provide immediate value.
✓ Manage forecasts that evolve over time as you work with your clients.
✓Use a forecast as the management roadmap for your client.

Field of Study: Computer software and applications 3 CPE, 150 minutes

Santa Cruz Works members get 66% off of Palo Alto Software (maker of LivePlan) annual plans (as well as access to over $1m in additional perks!)