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The LivePlan Blog

September | Industry Data & Insights
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September | Industry Data & Insights

Watch this recording on how we dug into how Industry Data gives you robust industry reports directly in LivePlan. See an overview of your industry’s structure and risks, regular updates on news and trends, and invaluable financial insights to help guide your plan. Try for yourself  

July | Automated Monthly Review
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July | Automated Monthly Review

    We dug into how this feature saves you time by automatically analyzing your financials, giving you insights on top movers and potential next steps you can take in minutes.  *Pro-tip: check out the chapter titles to jump to any topic  Our experts discussed topics such as: What insights the Monthly Review provides How […]

June | Ask our Experts Anything: How to Conduct a Monthly Review
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June | Ask our Experts Anything: How to Conduct a Monthly Review

Watch our CEO Sabrina Parsons, Sales Director Peter Thorsson, and Partnership Associate Justin Hardersen for a live, one-hour webinar. Discover how LivePlan helps you strategically plan, manage your financials, and measure your company’s performance. The LivePlan team answered questions covering: LivePlan’s new Monthly Review (beta) feature: provides AI analysis that can help spark conversation or […]

May | Ask our Experts Anything: Unlock the Power of Simpler, Stronger Forecasting
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May | Ask our Experts Anything: Unlock the Power of Simpler, Stronger Forecasting

    Watch our CEO Sabrina Parsons, CFO Trevor Betenson, and entrepreneurship expert Peter Thorsson for a live, one-hour webinar. Discover how LivePlan’s newest features can transform your financial planning, and get answers to your most pressing LivePlan questions directly from the pros. Here’s what you’ll learn: Master the New Context Window: Gain quick financial […]

April | Ask Us Anything: Tips and Tricks!
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April | Ask Us Anything: Tips and Tricks!

    Watch our, one-hour LIVE webinar where you’ll discover how best to get the most out of LivePlan. Presented by our CEO Sabrina Parsons, Head of Customer Advocacy Patrick San Jose, and Director of Business Development Peter Thorsson. Watch as they answer your burning LivePlan questions and cover topics like: Where to start with […]

How to create a business plan with AI
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How to create a business plan with AI

AI tools like ChatGPT are potential game-changers for small business owners. While it may be tempting to outsource your business plan writing to AI, a business plan is about much more than creating a document.  Watch as we share: Best (and worst) practices for creating your business plan with AI. AI prompts to use in […]

March | Ask Us Anything: SBDC Day Edition!
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March | Ask Us Anything: SBDC Day Edition!

  America’s Small Business Development Centers (SBDCs) provide no-cost, expert business advising and training to help entrepreneurs start and grow small businesses. Watch as we chat with Lisa Card with the Arizona SBDC network to celebrate SBDC Day. Lisa and the LivePlan team will discuss the benefits of working with your local SBDC LIVE in […]

January | Maximize Your LivePlan Experience: Executive Team Review
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January | Maximize Your LivePlan Experience: Executive Team Review

  Watch our CEO Sabrina Parsons and CFO Trevor Betenson in this LIVE, one-hour webinar – discussing how to approach a year end review, and what to keep in mind for planning the new year -How we review past financials to help shape our forecast -What Key Performance Indicators catch our eye -Common mistakes when […]