LivePlan new
LivePlan for Strategic Advisors, a product developed by Palo Alto Software, is offering 50 limited seats to their second annual LivePlan Method for Strategic Advising Bootcamp on October 5-7, 2020.
The event’s exclusivity creates an environment where deep training and purposeful peer connections have room to develop, emphasizing small-group collaborative training, a trademark of LivePlan learning. This 3-day, virtual event will be hosted on Hoppin, an innovative platform that brings the in-person experience of conferences to life, online.
This year, accountants have been reminded that being nimble, lean, and reactive to changes, is essential to their advisory work. Bootcamp 2020 will highlight the LivePlan Method for Strategic Advising as a tool to continuously manage an evolving industry, and how to market, sell, and deliver this vital client advisory service, with ever-evolving client needs.
A total of 15 CPE credits will be offered through 7 engaging sessions led by the management team from LivePlan, and keynote speakers; Erik Parrish, Enae Jackson-Atkins, and Brooksher Banks. CPE will be offered across multiple fields of study including; Management Services, Management and Organization, Communications and Marketing, Computer Software and Applications, Finance Technical, and Personal Development.
“Bootcamp was excellent. In addition to learning how to set up, use, and interpret LivePlan data, we talked a lot about how to be trusted advisors to our clients.” reflects Bootcamp veteran Kathy Coffman, who attended last year's event. “ I especially enjoyed the group exercises where we used real data to solve problems and find solutions for our clients. ”
About Palo Alto Software and LivePlan for Strategic Advisors
Palo Alto Software, Inc. develops and publishes tools, products, and content to help small and midsize businesses pitch, plan, manage, and grow their ventures. Founded in 1988 by business planning expert Tim Berry, PAS has been the market leader in its category for over 15 years and has served well over 2 million entrepreneurs. Currently led by Sabrina Parsons, who has been the company’s CEO since 2007, initiated the development of the company’s flagship product, LivePlan . A SaaS (software as a service) solution for efficient, profitable, and scalable business planning and financial management. For accountants, it provides a step-by-step process to transform their practice into a full strategic advising service. For more information, please visit www.liveplan.com/strategic-advisors and www.paloalto.com.