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Alabama Small Business Development Center Network

Business Plan & Financial Projections with LivePlan [6/14/2022 11:00A]

Workshop Description:

Title – Lean Planning with LivePlan: The right amount of Planning for each business

In this session, we will discuss the importance of a solid business plan for your business.  Josh Fegels from LivePlan software will present the principles of lean planning and how your business can benefit from both traditional planning and forecasting as well as modern lean planning methods to help you manage your business better through the ups and downs, good and bad, crisis and growth seasons of your business using LivePlan.

LivePlan is the world leader in online business planning, strategic forecasting, and financial management software with over 1,000,000 users worldwide. Backed by over 30 years of experience in software development and created by real strategic planning experts, no other online financial management solution is as easy, professional, and complete as LivePlan.

In addition to lean business planning the tool’s innovative Forecast section allows users to build and monitor a financial forecast and to sync with their Cloud-based accounting software to view dashboard-style reports on Key Performance Indicators.  This makes LivePlan not only a powerful strategic planning tool but a robust modeling and reporting toolset.

Presenter: Josh Fegles has been with Palo Alto Software since 2015. He has been involved with entrepreneurship since 2011 when he started his own business selling gluten-free cookies to local grocery chains after working with the SBDC and becoming a long-term client. He was introduced to LivePlan as an entrepreneur first, before joining the team at Palo Alto Software.


Thank you for registering.  We will send a Zoom link the day before the event.  

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