•Graham Ponting – Clearwater (Prestwood Truth user), Alasdair Walker – H A & W (Voyant user), and Ricky Chan – IFS (Cashcalc user) will share why they started using cashflow modelling, how they use it with clients, how they develop their assumptions, and the benefits it has brought to their business.
Learning outcomes:
•Understand how three planners using different software operate cashflow modelling
•What does cashflow specifically help identify/quantify
•How does cashflow modelling support capacity for loss assessment
•What is the most powerful element of cashflow modelling for clients