$47

Any Course

Move Beyond Outdated Budgets 

Learn how to quickly build driver-based forecasts that give your company a clearer view of the future.

Rolling Forecasts

Join Now for $47

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

Learn More About FAST

FAST Member? Click here for instant access.

Annual budgets quickly lose their accuracy and relevance as the fiscal year progresses. A rolling forecast is a tool many companies have implemented to maintain an accurate financial picture of the future and to continuously promote strategic thinking. Some companies replace traditional budgets with rolling forecasts and other processes.

Rolling forecasts provide:

  • Better readiness for a changing business environment
  • Improved cash flow planning
  • More meaningful variance reporting

What You'll Learn ...

In this course, you'll learn:

  • The best practice-uses of rolling forecasts
  • Two things rolling forecasts should not be used for
  • How rolling forecasts, along with other processes, can replace traditional budgets
  • How drivers allow fast and accurate forecasts
  • The steps for implementing rolling forecasts
  • Types of reports to present forecasts and monitor their accuracy
  • The challenges of rolling forecasts and ideas to overcome them

Course Outline

Section 1: Rolling Forecast Concepts

  • Why Rolling Forecasts?
  • Ranges of Implementation
  • Budgets vs Forecasts
  • Performance Management
  • Driver-Based Forecasting

Section 2: The Rolling Forecast Process

  • Implementing Rolling Forecasts
  • Reporting
  • Tools to Use
  • Challenges of Rolling Forecasts
  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Learn How to Get CPE Credit

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. 

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Would Better Vision Improve Your Profit?

Ditch Outdated Budgets for an Accurate View into Your Future

Join Now for $47

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Rolling Forecasts course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance. 

The right tools can save you time, reduce your stress, and improve your effectiveness.

Learn More About FAST

FAST Member? Click here for instant access.

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