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Instructor Profile:
Carl Young is the owner of Carl Young
Consulting, where he works as a turn-around consultant and business coach. Mr. Young is the former Chief Accountant and CFO of a $275M high growth technology company. Mr. Young has published numerous books on finance and accounting, including Finance and Accounting Made Simple and Rules and Tools for Thriving in Chaotic Times. Mr. Young earned his MBA in Accounting & Taxation.
www.onlinecompliancepanel.com | 510-857-5896 | [email protected]
Description:
The ability of a business to look into the future provides
a better basis for more strategic decision making in the present. Rolling Forecast provide such a window into the future to support present decisions. To successfully implement a Rolling Forecast framework it is necessary to follow best practices established by others that have done so with great success. This webinar examines 10 proven best practices to create a framework that supports better strategic and operational planning for the future and key decisions made at the present. We will examine best practices to implement Rolling Forecasts built on driver-based and project-based planning.
www.onlinecompliancepanel.com | 510-857-5896 | [email protected]
Objectives of the Presentation:
• Why Rolling Forecasts are critical in today's turbulent business environment
• Creating a vision of the future to make better more strategic decisions for the present
• Using driver-based and project-based planning to create a better decision making framework
• Allowing Executives and Key Decision Makers to see both a financial and operational vision of the future
• Helping to understand next steps in the execution of the plan• Understanding the critical pivot points in the plan• Better judging the impact the economy may have on the plan• Making it all happen with ten best practices.
www.onlinecompliancepanel.com | 510-857-5896 | [email protected]
Areas Covered:
The need for technology and productivity tools to handle the functionality of the best practices
Understanding your objectives of creating rolling forecasts Identifying rolling forecasts periods and duration for planning and
"what If" data considerations Identify the rolling forecast comparison periods Understanding & Analyzing the dynamics of revenue, expense and
their related drivers in your business Planning strategic capital and strategic projects separately from the
Rolling Forecast Scaled implementation to ensure greater success Rolling Forecast as your baseline plan Tying your Rolling Forecast to your strategic plan Analyzing and understanding how external conditions impact the
financial performance of your company
www.onlinecompliancepanel.com | 510-857-5896 | [email protected]
Who can Benefit:CFO, COO, Controllers, Accounting Mangers, Cost Center Managers, Budget & Resource Managers, Financial & Budget Analyst, Business Owners & Managers, Entrepreneurs, anyone responsible for planning and management of resources.
Track this Link:
Rolling Forecast: Best Practices
www.onlinecompliancepanel.com | 510-857-5896 | [email protected]
