Financial forecasting 101
Financial forecasting 101
This event is closed.
This event is closed.

Financial forecasting 101: The most valuable advisory service to provide clients

Discover why financial forecasting is the advisory service your clients need, why you have a duty to provide this to them, and the steps to get started.

Overview

Traditionally, clients have turned to their accountants to assess their historical performance and current financial position. But if the past year has taught us anything, looking in the rearview mirror is not enough for a business to thrive. 

In this webinar, Kathy Gregory (LivePlan) will join Ian Vacin to discuss why financial forecasting is the advisory service your clients need, and why you have a duty to provide this to them. You’ll gain a complete introduction to this service offering and come away with a blueprint to start taking a more proactive approach with your clients’ finances.

Register to learn:

  • The difference between financial budgeting and financial forecasting

  • Why forecasting makes such a valuable advisory service for your clients and your firm

  • How to communicate the benefits of financial forecasting to your clients

  • How to provide up-to-date information and projections to evaluate a client’s position, assess risk, identify opportunities and threats and make adjustments

If you cannot attend at this time, register to received the recording.

Meet the speakers
  • Kathy Gregory
    Kathy GregoryDirector, Strategic Development and Engagement, LivePlan

    Kathy has spent 25 years 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. Kathy developed the specialized program for Strategic Advisors at LivePlan.

  • Ian Vacin
    Ian VacinCo-Founder & Chief Partnerships Officer, Karbon

    Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.