Workshop: Using Rolling Forecasts to Create a Future Ready Finance Mindset

Offered By:

Transformation Area:

CPE Credits

4 Hour(s) - CPE Credit(s)


4 Hour(s)




Accountants can use rolling forecasts to better understand and anticipate how their business environment is changing. This workshop helps you establish a firm foundation for creating a rolling forecasts which is a cornerstone of becoming Future Ready. This in-depth class provides both theorical and practical knowledge to deploy rolling forecasts providing you with specific company take-aways.


Using a combination of sharing key content and hands-on exercises to help customize those lessons, participants will:

  • Explore key forecasting concepts through an initial journey to illustrate the differences between budgeting and forecasting while highlighting what finance professionals need to be successful.
  • Scrutinize the five attributes of Diamond level forecasting which make for good forecasting
  • Evaluate the key design decisions needed to establish or improve your rolling forecast and begin your own design document.
  • Review several rolling forecast case examples to further develop your forecasting design.


August 16, 2021


11:00 am - 3:00 pm