Accounting
LivePlan Hosts 3-Day Virtual Bootcamp for Strategic Advisors
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.
Aug. 19, 2020
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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. ”