Strategic Advisory Summer Bootcamp
A 4-day virtual conference that includes:
Deep training | 18 CPE Credits* | Client-ready resources
Transform the way you price, market, sell, and deliver your advisory service.
Register now for this special online training event!
-Arnold Gilbo
"I had a choice between this and QB Connect. I chose the Bootcamp. Best decision I could have made!"
-Judith DeFeo
"The materials we received give me the confidence to go out and sell and deliver this service. I can't wait to start using it with clients!"
"LivePlan Bootcamp further exposed a world of opportunity for growing and maintaining a successful Strategic Advisory business."
-Enae Jackson-Atkins
*18 CPE credits issued by
© Copyright Palo Alto Software 2021
Founder, Esquire Accounting
Enae Jackson-Atkins
Will Lopez
Head of Accountant Community, Gusto
Brooksher Banks
Managing Member, Banks & Associates
Shay James
Managing Member, Lamplight Advisors
Hear what previous attendees have said:
The LivePlan Method
A scalable system to deliver immense client value, every month. Plus, you’ll have the opportunity to become a Certified LivePlan Advisor.
Practical & valuable skills
Interactive online learning with your peers. Share best practices and grow together. Plus, dedicated learning time with our partner apps.
Small group workshops
Industry experts will teach you how to price, market, sell, and deliver your services profitably.
Client-ready resources
Get templates, agendas, scripts, marketing collateral, and more you can use with clients immediately.
Register now for this special online training event!
Bootcamp Price: $1200
LivePlan Presents:
A 4-day virtual conference that includes:
Deep training | 18 CPE included*
Client-ready resources
June 28 - July 1, 2021
“A jam-packed experience full of valuable information.
One of the best ‘seminars’ of my career.”
Forecasting Your Clients' Success
- Syd Highley
Register now for this special online training event!
Bootcamp Price: $1200
What is strategic planning and why it makes the ideal client advisory service
How to create financial forecasts that truly guide your small business clients’ decisions. And how lean business modeling helps you build better forecasts
How to deliver it all in a way that will be efficient, scalable and profitable: the LivePlan Method for Strategic Advising
How to use LivePlan software as your advisory platform
How to use digital marketing effectively, with an emphasis on web site design, SEO and social media marketing.
How to engage and guide your clients, and run effective meetings
How to use capacity planning and resource allocation to set up your firm’s advisory business process
How to develop packages and price for profit
Learn the type of financial insights and planning that small businesses need to be successful.
Learn how to do financial forecasting and business modeling, lean style
Learn LivePlan software and how to use it for lean planning, financial forecasting, reporting and even developing full business plans.
Practice running effective advisory meetings, in a structured way.
Workshop your firm’s advisory business process, packages, and pricing
Review your firm’s website for digital marketing optimization
Share best practices and industry knowledge with your peers and learn from them too
Meet our team, and learn about our product roadmap
Ian Vacin
Mark Wickersham
Co-founder, Karbon
Chartered Accountant & Public Speaker
Laura Redmond
Dedicated time to learn from the following partner apps.
A scalable system for delivering immense value in a profitable way, every month
Help your small business clients understand their profitability and cash planning
A deep focus on lean business modeling, financial forecasting, and reporting analysis to provide insights and structured guidance
Guide your small business clients more strategically, showing them how to understand business opportunities and limitations so they can react quickly and with confidence
Learn how to market, sell, and deliver this vital client advisory service
- Become a Certified LivePlan Advisor and begin offering advising services to current LivePlan small business customers
LivePlan Method business process for your firm
Business modeling template
Engagement resources to use with clients: emails, meeting agendas, scripting, and more
Packages and pricing structure for your firm, marketing collateral and review of your homepage
Leadership skills to run advisory meetings and deliver guidance effectively
LivePlan Advisor Certification
Sabrina Parsons
CEO, LivePlan
Founder, Redmond Accounting
David Cristello
CEO, Jetpack Workflow
Trevor Betenson
CFO, LivePlan
John Procopio
Director of Marketing, LivePlan
Kathy Gregory
Director of Product Marketing, LivePlan