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The current technology driven turbulent business environment present many challenges to business manager.  One primary challenge is the ability to predict and plan for the future which is unexpectedly unpredictable.  Changes are constant.  Companies struggle to find ways to find manage resources and find ways to thrive and survive in this turbulent business environment.

Traditional budgeting has been overtaken by these constantly changing events as is currently outdated and irrelevant for the following reasons:

  • Too time consuming
  • Based on assumptions that may not be valid
  • Focuses on past events not future possibilities
  • Creates a use it or lose it mentality
  • Restricts creative thinking in resource management


  • Why rolling forecasts are critical in todays turbulent and constantly changing environment
  • The five core components of rolling forecasts with simple explanations and exercise to reinforce the learning points
  • The use of key business drivers and cash to influence and impact the future
  • The role and use of technology in rolling forecasts
  • How to use What If analogies to validate rolling forecasts
  • How to focus on future possibilities rather than past events to manage resources
  • How to move from data based budgeting to driver passed forecasting as the foundation for resource allocation and utilization
  • A Six Step simple solution to developing and understanding Rolling Forecasts using  excel based examples
  • A process to merge Rolling Forecast planning into  operational budget framework using  excel based examples


Rolling forecasts are the wave of the future.  They are rapidly replacing traditional budgeting.  This webinar outlines the critical differences and advantages of rolling forecasts over traditional budgeting.  It challenges finance personnel to think outside the box and embrace the advantage of rolling forecasts.


  • Using key business drivers and  to influence and impact  future projections
  • Why rolling forecasts are critical in today’s turbulent environment
  • Definition of key business drivers as the basis for rolling forecasts
  • The relevance of cash as key business driver
  • The core components of rolling forecasts
  • The use of excel based platforms to understand Rolling Forecasts
  • Simple techniques to make it happen.  From dashboards to driver based forecasts
  • Simple samples and exercises to reinforce teaching points
  • Using What If analogies to validate forecasts
  • Benefits of rolling forecasts
  • Pitfalls to prevent


  • Budget Analyst
  • Financial Analyst
  • Cost Center Managers and any position responsible for the management of resources
  • Accounting Managers
  • Chief Accountants
  • Finance & Budget Managers
  • Chief Financial Officers
  • VP Finance
  • Operation and Production Managers


Carl Young is an author, speaker, trainer, consultant & coach. He holds an MBA and completed graduate studies in Accounting and Taxations. He is a former CFO of a 275M High growth technology-based company. He has over 25 years of senior-level business management experience. He has over 25 years of training experience in finance, accounting, and business management.

Carl is also the former CEO of his own small parts manufacturing company and has worked as a former Senior Financial Associate with a major consulting firm. He is a member of the American Society of Corporate Controllers, members of the Council of Experts of the investment firm Gerson & Lehrman, member of the Society of Industry Leaders sponsored by Standard & Poors, and member of the National Association of Accountants.

Carl is an engaging & entertaining speaker and trainer, who make relevant teaching points from his experiences as a former CFO. Sessions are rich in content, lively, full of energy and include lots of audience interaction. He has branded himself Mr. Simplicity with a goal is to make finance & accounting relevant to non-financial professionals with tools & techniques that are simple to understand and apply.

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