Strategic Advisory Fall Bootcamp

Forecasting your clients success

A 3-day virtual conference that includes:

Deep training | 18 CPE Credits* | Client-ready resources

Our June event was a great success! Check out what attendees had to say.

© Copyright Palo Alto Software 2021

Register to attend!REGISTER NOW

Join us for our next

A 3-day virtual conference that includes:

Deep training | 18 CPE included* 

Client-ready resources

November 8-10, 2021

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.

“A jam-packed experience full of valuable information.
 One of the best ‘seminars’ of my career.”

- Syd Highley

*18 CPE credits issued by 

Space is limited.
Register now for this special online training event!

Ticket Price: $1200

Group discounts available. [Learn More]

-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

Hear what previous attendees have said:

Learn the LivePlan Method

  • 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

Build Your Expertise with Practical Skills

  • 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

Interactive Learning and Small Group Webinars

  • 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

Client-Ready Resources You Can Use Immediately

  • 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

Want to learn more about this event? Email us at

Space is limited.
Register now for this special online training event!

Ticket Price: $1200

Group discounts available. [Learn More]REGISTER NOW

This year's speakers:

Founder, Esquire Accounting

Enae Jackson-Atkins

Mark Wickersham

Chartered Accountant & Public Speaker

Lisa Raiche

Founder & President,
Bodhi Business Advisors, Inc.

Shay James

Managing Member, Lamplight Advisors

Kathy Gregory

CEO, LivePlan

Director of Strategy, LivePlan

Director of Marketing, LivePlan

Sabrina Parsons

John Procopio

Peter Thorsson

Director of Sales, LivePlan


Click to ExpandAgendaSpeakers