Chapter

Implementing A Rolling Forecast | Brian Eccher, Grant Thornton LLC

Join expert Brian Eccher as he reviews the concept of rolling forecasts and the means by which to incorporate them into your forecasting cadence.  The characteristics of the best candidates for rolling forecasts will be discussed along with understanding the typical maturity curve for those seeking to improve their forecasting process.  Finally, the session will address the practical role technology plays to enable the rolling view.
 
Participants’ key takeaways will include:
 
  • Articulate the benefits of a rolling forecast to the organization, highlighting its use as a strategic driver in the decision-making process
  • Formulate a rolling forecast design, incorporating options such as time horizon and level of detail.
  • Assess whether your organization has the technology elements in place to be able to create a sustainable rolling forecast
  • Identify the cultural impact that a rolling forecast can have on your organization and use it as a tool to engage with the business – not just a financial exercise.
1.0 Credit in the field of Finance (pending review)
Presented via Webex.  Registration ends April 20, 2020
Participants must answer session polling questions to qualify for CPE (computer-based access required).

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Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Finance, Technical

Prerequisites

none

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