Rolling Forecasts New Planning Tools to Budget in Turbulent Times

Learn valuable insights and strategies from industry experts.

  • Expert-led Training
  • Industry Best Practices
  • Practical Implementation
  • Real-world Scenarios
Carl Young

Speaker: Carl Young

Download Brochure Set Reminder
Banking and Finance Webinar Image
Date
21 November, 2019 (Thursday)
Time
12:00 PM PST | 03:00 PM EST
Duration
90 Minutes

Overview

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Traditional budgeting has been overtaken by these constantly changing events as is currently outdated and irrelevant for the following reasons: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

This Webinar will focus on:

  • 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 technology
  • Simple techniques to make it happen.From dashboards to driver based forecasts
  • Simple samples and exercises to reinforce teaching points
  • Benefits of rolling forecasts
  • Pitfalls to prevent
  • Selling the culture changes to make rolling forecasts acceptable

Who Will Benefit?

  • Business Managers/Owners
  • Entrepreneurs
  • Financial/Business Analysts
  • CAO & CFO

Speaker

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.

Upcoming Webinars

View All Webinars