Tools & techniques to transition from traditional data-based budgeting to new rolling forecasts based on forward projections of Key Business Drivers
Key Takeaways:
- Essential forecasting & budgeting techniques
- Using Key Business Drivers as leading indicators to forecast essential items
- Rolling forecasts meaning & concepts
- Six step excel based platform to convert to rolling forecasts
- Two step excel based platform to migrate forecasts to budget system
- Excel examples provided for both conversion & migration
- Comparison of budget to actual as validation of rolling forecasts
Course Provider
Carl Young,
Owner ,
Carl Young ConsultingCarl Young is the owner of Carl Young Consulting, where he works as a turn-around consultant and business coach. Mr. Young is the former Chief Accountant and CFO of a $275M high growth technology company. Mr. Young has published numerous books on finance and accounting, including Finance and Accounting Made Simple and Rules and Tools for Thriving in Chaotic Times. Mr. Young earned his MBA in Accounting & Taxation.
