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ON-DEMAND Banking & Finance

Future Of Forecasting And Budgeting With Rolling Forecast

Learn how to replace traditional budgeting with driver-based rolling forecasts, using key business drivers, cash, what-if analysis and simple Excel platforms.

FormatRecorded sessionWatch any time
Length75 minutes
Carl Young Speaker Carl Young Finance trainer and former CFO · Former CFO
Talk to an expertAsk an expertQuestions about this topic

Overview

In a fast-changing, technology-driven business environment, planning for an unpredictable future is a constant challenge. Traditional budgeting struggles to keep up: it takes too long, rests on assumptions that may not hold, looks at past events instead of future possibilities, creates a "use it or lose it" mindset and limits creative resource management.

This 75-minute rolling forecast webinar explains the key differences between rolling forecasts and traditional budgets and the advantages of making the switch. You'll learn the five core components of rolling forecasts, how to use key business drivers and cash to shape outcomes, the role of technology, and how to validate forecasts with what-if analysis.

Simple examples and exercises reinforce each point, from dashboards to driver-based forecasts.

Why attend: Rolling forecasts are quickly replacing traditional budgeting as companies look for better ways to manage resources in a turbulent market. This session encourages finance staff to think differently and gives them practical tools, including a six-step Excel platform for converting to rolling forecasts and a two-step Excel platform for moving forecasts into the budget system. It suits business managers and owners, entrepreneurs, financial and business analysts, CAOs and CFOs.

What’s covered

  • The meaning and concept of rolling forecasts
  • Why rolling forecasts matter in a turbulent environment
  • Key business drivers as the basis for rolling forecasts
  • Using key business drivers and cash to influence the future
  • Why cash is a key business driver
  • The core components of rolling forecasts
  • Using technology
  • Simple techniques from dashboards to driver-based forecasts
  • Samples and exercises to reinforce teaching points
  • Validating forecasts with what-if analysis
  • A six-step Excel platform to convert to rolling forecasts
  • A two-step Excel platform to migrate forecasts to the budget system
  • Benefits of rolling forecasts
  • Pitfalls to avoid
  • Selling the culture change needed for rolling forecasts

Who should attend

Business managersBusiness ownersEntrepreneursFinancial analystsBusiness analystsCAOs and CFOs

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

Carl Young
Carl Young
Finance trainer and former CFO
Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds a MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high growth technology based company. He has over 25 years of senior level business management experience. In addition, he has over 25 years of training experience in finance, accounting and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of major consulting firm. Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen & Lehrman), Society of Industry Leaders (sponsored by Standard & Poors), and the National Association of Accountants. An engaging and entertaining speaker and trainer who draws from his experience as a former CFO to make relevant teaching points. Sessions are rich in content, lively, full of energy and include plenty of audience interaction. He has branded himself as Mr. Simplicity! His goal is to make finance and accounting relevant to non-financial professionals using tools and techniques that are simple to understand and apply.
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