Implementing Rolling Forecasts in Your FP&A Process

Corporate finance & treasury management


Implementing Rolling Forecasts in Your FP&A Process

Speaker: Steve Player

  • Format


  • Level


  • Duration

    75 min

This session shows you how to create a forward-looking FP&A process anchored by a proactive rolling forecast approach.

Learning outcomes

  • How to begin to live future ready by implementing rolling forecasts
  • Ways to assess your current forecasting approach to avoid some common pitfalls
  • When to use a quick-start approach to getting started with rolling forecasts
  • What resources to use to increase knowledge and gain more-advanced approaches

£35.00 (CIMA members only)


VAT calculated on checkout

Product information


Most organisations understand that rolling forecasts provide a much more robust platform for FP&A teams to increase productivity. But how do you evaluate which forecasting practices to use either in getting started or in evaluating the strength of your forecasting process?

This session shows you how to create a forward-looking FP&A process anchored by a proactive rolling forecast approach. It shares best practices, provides a quick start approach and then shows you how to go deeper.

Topics discussed:

  • Implementing rolling forecasts

    This is an online, video course; it is also available as part of the CGMA Essentials.

Who should take this course?

  • Controllers
  • CFOs
  • Finance Managers
  • Vice Presidents of Finance, Strategy, or FP&A
  • Others with responsibility for financial planning, Strategy and analysis for small, medium or large companies

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Programme level:Intermediate
Duration:75 min
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)


VAT calculated on checkout


  • Steve Player

    Steve Player serves as the Managing Director of Future Ready Finance and the Beyond Budgeting Round Table North America (BBRTNA) helping organizations improve their planning and control processes. Steve co-authored seven books including Beyond Performance Management and Future Ready: How to Master Business Forecasting (just named one of the 25 best forecasting books of all time.) Steve also interviews CFOs for the website and contributes to the annual CFO Yearbook.


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