How to successfully implement rolling forecasts

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Today’s turbulent economic conditions are a constant challenge, for businesses, this means that the accuracy of annual budgets and forecasts can decrease as the year progresses. With increasing frequency, finance leaders are adopting rolling forecasts as a more insightful methodology than annual budgets.

The decision to introduce rolling forecasts in an organization does not occur in a vacuum. For an implementation to be successful and sustainable, FP&A teams need to educate their colleagues and build a business case for internal buy-in. In this webinar, Chris Stevenson of Anaplan discusses the merits of rolling forecasts and how to make a strong case for implementation within—and beyond—your finance team.

Save your spot to hear why leading organizations choose a rolling forecast approach, and how implementation can help finance teams better adapt to changing market conditions. Attendees will learn:

  • Key differences between traditional annual budgets and rolling forecasts
  • Significant technological developments that can support the implementation of rolling forecasts
  • How to ensure that your rolling forecast approach can balance efficiency, timeliness, and accuracy.

About the speakers:

Chris Stevenson

Chris Stevenson is Anaplan’s Senior Product Marketing Manager of Finance Solutions. Chris has worked in corporate finance, analytics, technology, and marketing. He sees the emergence of artificial intelligence, robotics, and cognitive computing applied to finance and operations as an exciting frontier. Chris enjoys learning how clients leverage analytics, both within and beyond the office of finance.

Brian Kalish

In addition to maintaining a robust consulting and advisory practice, Brian has spoken about key issues facing treasury and FP&A professionals, and he writes on a regular basis. Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtable meetings in North America, Europe, Asia, and South America. He has more than 20 years of experience in finance, FP&A, treasury, and investor relations.

Prior to serving as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), he held a number of treasury and finance positions with the FHLB, Washington Mutual, J.P. Morgan, NRUCFC, Fifth Third Bank, and Fannie Mae. Brian attended Georgia Tech for his undergraduate studies, and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

Peter Upapong

Peter Upapong is a Director with The Hackett Group’s Enterprise Performance Management Transformation Practice. Throughout the last decade, he has successfully led numerous large finance transformations, process re-engineering projects, end-to-end enterprise performance management (EPM) and enterprise resource planning (ERP) systems implementations, and analytics and management reporting improvement strategies for large global organizations. Since the early days of rolling forecasts, Peter has been recognized and awarded as a pioneer in driving the successful implementation and practical application of rolling, event-driven, and driver-based strategic forecasting.

Nevine White

Nevine White is a former financial planning and analysis (FP&A) professional with tw telecom (now Level 3 Communications), and has more than 25 years of experience in the finance and telecommunications arenas. She speaks from her experience to educate and enable business leaders in all aspects of strategy and deployment concerning best-practice, enterprise-wide financial planning, forecasting, and analysis, to drive meaningful changes in planning processes and an empowerment culture that will lead to improved performance. During her last ten years leading a corporate FP&A function, Nevine replaced traditional budgets with rolling forecasts that incorporated multiple levels of data – from detailed analytical projections to macro-economic views – and improved overall forecast accuracy to low, single-digit variances.

Joe Fleischer

In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.

On-demand webinar