$19

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Move Beyond Outdated Budgets 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

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Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

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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 practices 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

Some Sample Course Reviews

"Excellent! Packed with relevant info."

"Thanks for the great content. As we work to enhance multiple-year forecasts and update models, this was a timely course."

"Very informative and useful information."

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 $19

- OR -

MOST POPULAR

Get one year of access to this course and ALL other CFO Perspective courses, along with downloadable tools and access to Rob, for only $147 with FAST (Full Access Skills Toolkit).

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

A one-time payment for the FAST program (Full Access Skills Toolkit) gives you a year of access to resources for better strategic financial management. You get:
ALL the CFO Perspective courses
Direct access to me
Over 60 downloads
 

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

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