Webinars Archives

✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements. ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery. ✦ Turn financial data into growth decisions with VFD tools & training. ✦ Helping businesses improve cash, profits & exit readiness. ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

How It Works

Why VFD Pro
Financial leadership needs more than reporting

Introducing VFD Pro
Indepth insights into business performance

Integrations
VFD Pro connects securely to your favourite cloud accounting platform

Reports & Models
Powerful tools to review, analyse, and predict financial data

Platform Comparison
VFD Pro supports business from Start-Up to Exit Valuation
Pricing

Practice Plans
A range of plans to provide tailored client support

Business User Plans
Monitor, measure and forecast business performance

Advisory Edge
Light-touch, high-impact advisory

Business Valuation & Exit
Explore 7 different business valuation models
Resources

Reports & Models
Guides, webinars and videos

System Overview
Explore key elements of the VFD Pro application

Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
Case Studies
Webinars

Webinar Recordings
View past webinars

Advisory Forum

Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
Training & CPD
Accountants in Practice
Accountants in Industry
Part Time /
Fractional FD
Bookkeepers
Business
Owner
Contact

Case Studies

Advisory Forum

Unlocking Hidden Tax Value

Expert Advisory Forum (23rd April 2026)How proactive tax planning helps accountants and CFOs unlock client value, improve retention, and create new revenue opportunities.

April 28, 2026

Advisory Forum

Marketing ROI Professional Investment Appraisal

Expert Advisory Forum (26th March 2026)

March 26, 2026

Report & Models

Forecasting for Funding: Build Clear, Lender-Ready Financial Plans

Most forecasts look fine on paper.
But when it comes to real decisions, cash, growth and funding, that’s where they often fall short.

March 26, 2026

Business Development

The ABC of Business Appraisals

How structured investment appraisals, R&D and Patent Box can transform decision-making, cash flow and business value.

January 23, 2026

Report & Models

Getting the most from the forecast and funding model

A practical walkthrough of how to model growth scenarios, assess funding needs, and turn forecasts into lender-ready funding proposals.

January 16, 2026

Business Development

How To Get More Referrals

A practical, repeatable approach to generating referrals by asking better questions and positioning yourself as a trusted connector.

January 9, 2026

Business Development

How to Get More Referrals – Turning Conversations into Collaboration and Client Opportunities

Referrals are the lifeblood of every advisory business, but getting them consistently requires more than just asking.

December 12, 2025

Technical Academy

Tech Academy: VFD Pro Portal Upgrade (Release 1.21)

The power of the Forecast & Funding Model

December 11, 2025

Technical Academy

Tech Academy: Building the Numbers Behind the Plan

The power of the Forecast & Funding Model

December 5, 2025

Business Development

CAAM – Identifying & Helping Clients

Client Advisory Assessment Model (CAAM)

December 3, 2025

Technical Academy

Tech Academy: Offering Clear Strategic Financial Direction to Your Clients

The Strategic Planning Model

November 28, 2025

Advisory Forum

Helping Entrepreneurs Meet Investor Expectations

Advisory Forum (27th November 2025)

November 27, 2025

Business Development

IP Strategy as a Business Development Initiative

How Accountants Can Unlock Hidden Value Through Innovation

November 25, 2025

Business Development

Breaking Free from the AI Echo Chamber – Find Your Authentic Advisory Voice

Learn how to build confidence, consistency, and credibility in your marketing, while keeping your authentic voice front and centre.

November 21, 2025

Report & Models

Strategic Planning Model

Advisory Forum (30th October 2025)

November 19, 2025

Technical Academy

Tech Academy: Helping Your Clients Achieve Their Potential

The power of the Client Discussion Model

November 14, 2025

Report & Models

Converting Conversation into Clients

Step Into Strategic Advisory – Without the Overwhelm

November 7, 2025

Business Development

How to Market & Sell High Value Management Reporting & Fractional CFO Services

How to Market & Sell High-Value Management Reporting & Fractional CFO Services

November 7, 2025

Webinars

Grow Your Fee Income Without Hiring More Staff

Grow fees, not payroll. Learn how smarter processes and scalable client insights let your firm boost revenue without adding staff.

November 6, 2025

Advisory Forum

From Accountant to Trusted Advisor: Turning Conversations into Clients

Advisory Forum (30th October 2025)

October 30, 2025

Business Development

Converting Conversations into Clients

Every great client relationship starts with a conversation.

October 28, 2025

Advisory Forum

From People Risk to Growth Engine | Building Smarter Talent Strategies

Advisory Forum (26th September 2025)

September 26, 2025

Webinars

IP Strategy Patent Box RandD Tax

Creating tax assets with a joined up

July 2, 2025

Report & Models

Introduction to CAAM Webinar

Step Into Strategic Advisory – Without the Overwhelm

June 3, 2025

Webinars

Advisory Edge Introduction

Demonstrating how accountants can use the new VFD Pro Advisory Edge plan to instantly generate business valuations and growth strategies at the click of a button.

May 25, 2025

Report & Models

Client Discussion Model

April 24, 2025

Accountants in Practice

Accountants in Industry

Part Time /
Fractional FD

Bookkeepers

Business
Owner

Case Studies

Unlocking Hidden Tax Value

Marketing ROI Professional Investment Appraisal

Forecasting for Funding: Build Clear, Lender-Ready Financial Plans

The ABC of Business Appraisals

Getting the most from the forecast and funding model

How To Get More Referrals

How to Get More Referrals – Turning Conversations into Collaboration and Client Opportunities

Tech Academy: VFD Pro Portal Upgrade (Release 1.21)

Tech Academy: Building the Numbers Behind the Plan

CAAM – Identifying & Helping Clients

Tech Academy: Offering Clear Strategic Financial Direction to Your Clients

Helping Entrepreneurs Meet Investor Expectations

IP Strategy as a Business Development Initiative

Breaking Free from the AI Echo Chamber – Find Your Authentic Advisory Voice

Strategic Planning Model

Tech Academy: Helping Your Clients Achieve Their Potential

Converting Conversation into Clients

How to Market & Sell High Value Management Reporting & Fractional CFO Services

Grow Your Fee Income Without Hiring More Staff

From Accountant to Trusted Advisor: Turning Conversations into Clients

Converting Conversations into Clients

From People Risk to Growth Engine | Building Smarter Talent Strategies

IP Strategy Patent Box RandD Tax

Introduction to CAAM Webinar

Advisory Edge Introduction

Client Discussion Model

Forecast and Funding Model

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