In this informative webinar, Erin Walsh-Dyer will introduce you to Fathom's forecasting functionality in an approachable and fun way. She will take us through why you would use a forecast with a client, how to get started with Fathom's easy-to-use forecasting tools, and how to introduce and utilize forecasting in your client conversations and relationships as we plan for the coming year. This session is appropriate for all accountants and advisors interested in deepening their advisory service offerings with forecasting.

Learning Objectives:

• Determine when and why to use forecasts with clients


• Identify the easiest ways to get started with Fathom's forecasting tools


• Determine deliverables from Fathom's forecasting functionality to use with clients


• Identify how to organize a client session around a forecast