Sponsors / Welcome and thank you for stopping by our booth!
Welcome and thank you for stopping by our booth!
Palo Alto Software, maker of LivePlan has been partnering with ASBDC for over 20 years! We are focused on helping entrepreneurs and small business owners succeed with our market–leading business software, LivePlan. Whether your clients are starting, running, or growing their business, LivePlan is designed with their success in mind. LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups and can be an excellent addition to your SBDC toolset.
We look forward to connecting with you!
The LivePlan Team
Sabrina Parsons, CEO
Josh Fegles, Government and Academic Channel Partnerships
Justin Hardersen, Government and Academic Channel Partnerships
Peter Thorsson, Business Development and Strategic Partnerships
Links
LivePlan Demo for ASBDC Attendees >>
Learn more about LivePlan here >>
Highlights and Testimonials (ASBDC 2019) >>
Check out our workshops
Get & retain new clients: Lean Planning & Business Plan Accelerator courses YOU can teach!
Tuesday, September 21
2:00 p.m. - 3:00 p.m. (Eastern Time)
Would you like to launch a turnkey, accelerated workshop for local entrepreneurs of all levels? Can we convert the best students into long terms clients with lender-ready business plans for real estate, starting costs, or accelerated growth? Will they pay to attend? Can we add value to our local like-minded organizations and strengthen our position in our local entrepreneurial ecosystem? Learn how to be more effective with your workshops by using a structured, proven methodology and LivePlan, the leading strategic planning and forecasting platform.Teach entrepreneurs the perfect blend of traditional business planning and lean startup methodology. Help your clients create cash flow projections to determine the financial viability of their venture. Learn how to incorporate modern tool sets which accelerate learning and promote collaboration.
Use SBDC customized software to develop client international export plans
Wednesday, September 22
2:00 p.m. - 3:00 p.m. (Eastern Time)
Exporting internationally is one of the most exciting moments and can also be one of the most intimidating moments in an entrepreneur’s business. As a result, entrepreneurs look to the SBDC for help focusing on all of the details of expanding their businesses internationally. One of the primary tenants of the SBDC international trade programs is to help clients develop an international export plan. In this session you will learn how cross-state collaboration between SBDC networks and collaboration with long time ASBDC partner, Palo Alto Software, led to a customized version of LivePlan specific to the requirements of the US Department of Commerce as shown in their example export plan. Additionally, learn how this customization and collaboration led to developing not only an example outline in LivePlan, but also an example plan with instructions and topic based examples included in the software. The end result of this collaborative effort streamlines the process of export plan writing and empowers clients to take the lead in developing their plans. Lastly, learn how to implement this custom version of LivePlan and use it with clients in your network.
Help Clients Manage Their Smb Better With Quickbooks Integrated Tools
Wednesday, September 22
2:00 p.m. - 3:00 p.m. (Eastern Time)
Do your clients ever find themselves needing to stop and consider their financials, where they’ve been and where they are going, so they can feel confident about their plan for where they’re headed? Do they feel confident about their cashflow in the months ahead? Your clients and their businesses will benefit from using forecasts to easily manage their cash, profit, and KPIs. Combining QuickBooks Online or QuickBooks Desktop with integrated apps allows your clients to take their past data from their accounting software and pare it down for strategic planning going forward. Reviewing actual results and putting together a forecast becomes intuitive and straightforward. This combination of looking back and then planning for the future, leads to better business management and results, as well as deepened client/advisor relationships and value.
Quickbooks And Integrated Apps Improve Client Engagement, Stability And Longevity
Wednesday, September 22
4:00 p.m. - 5:00 p.m. (Eastern Time)
The most important foundation for the success of a business is a sound financial model that leads to profitability and positive cash flow. Combining lean principles of planning and forecasting with proven systems of accounting is what empowers you to advise clients to lay this foundation and build upon it to manage their businesses successfully over time. The challenge often is that many clients and advisors alike are intimidated by the financials and these management principles and prefer to focus on things that are more interesting and less intimidating. This session will detail how QuickBooks combined with LivePlan will bridge the gap for clients and advisors and bring financials into the advising meetings early and often. We will also cover how the use of a strategic dashboard and milestones will build habits of recurring assessment and incremental improvements as clients build a long term value based relationship with their advisor. By establishing this proactive, high-value, recurring advising engagement with your clients, you’ll be able to stay connected not just in moments of crisis, but through times of growth as well, allowing you to capture the full impact of your work with up-and-running businesses.
How to Secure Client Funding and Exceed Capital Infusion Metrics
Thursday, September 23
2:00 p.m. - 3:00 p.m. (Eastern Time)
You are working with the right client who is putting in the required work and has a great idea for a new business and the next step is to secure a loan to launch. Or, your client is already up and running and looking to grow, and all they need to expand is funding. Too often this is seen as a hurdle that is too high to jump over. It seems too complicated or time consuming for your client or they are willing to approach a lender/investor with a poorly built plan and hard to read financials, only to get turned down. In this session, learn from your peers in the Ohio SBDC network and the Iowa SBDC network who consistently exceed their capital infusion goals and help their clients successfully get funded using the cloud software, LivePlan, to save time, increase client financial literacy, and present the best plans to lenders/investors and get funded.
Lean Financial Forecasting - The right-sized forecast for every client
Friday, September 24
12:30 p.m. - 1:30 p.m. (Eastern Time)
In this course we will focus on training experienced consultants to make financial forecasting a critical component of their regular client meetings. Identify the right-size forecast for every client that will inform the direction of the business, keep clients ahead of cash flow needs, and position them to gain access to more capital, and grow faster through effective strategic forecasting. This course will also ensure clients don’t have any blind spots or missed opportunities by providing them with current and projected visuals of profit and cash flow.
Building Better Business Plans in LivePlan
Friday, September 24
12:30 p.m. - 1:30 p.m. (Eastern Time)
A formal business plan can be one of the most overwhelming tasks for a small business owner to undertake. SBDC business plan templates can range in complexity and client engagement can sometimes be a struggle. LivePlan is the perfect tool for designing simplified organized business plans that are lender ready. From market analysis, financial forecasts, and pitch decks, LivePlan helps organize ideas into executable goals. In this workshop we will walk through how to use LivePlan to build a complete business plan with SBDC clients. Join a LivePlan expert and an SBDC business consultant to learn LivePlan tips and consulting takeaways.
Additional Resources
Your Business Plan Accelerator
Oregon SBDC's Roger Wong developed a Business Plan Accelerator course using LivePlan.
Thanks to a Lean Planning framework, this Accelerator-style course can accommodate students from any industry, at any stage of business, with any level of experience — all in the same classroom!
Downloads
Sample Business Plan - Soup There It Is
Sample Business Plan - Garrett's Bike Shop
Forecast Report pdf (Garrett's Bike Shop)
Dashboard report (Garrett's Bike Shop)