Using Rolling Forecasts to Create a Future Ready Finance Mindset Workshop

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.
No Current Dates Scheduled
Currently there are no upcoming dates scheduled for this event. Sign up below to receive notification of when this course is scheduled again. In the meantime, we invite you to view all of our courses to see additional professional education programs offered by the Center.


August 16, 2021


11:00 am - 3:00 pm