Move from Annual Budgeting to Rolling Forecasts with Data and Analytics

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Move from Annual Budgeting to Rolling Forecasts with Data and Analytics

Speaker: Aubrey Joachim

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In today’s ever-changing business environment, organisations need an agile model for allocating resources to desired outcomes. This webcast explores agile budgeting and rolling forecast models that leverage big data, analytics, AI, and machine learning for a new level of dynamic performance measurement.

Learning outcomes

  • Recognise the mindset shift from using unsubstantiated assumptions in forecasting to fact-based modelling
  • Identify the role of big data and analytics in the forecasting process
  • Identify innovative technology-based techniques for improved forecasting in a dynamic environment
  • Analyse why rolling forecasts support an agile approach to forecasting
  • Identify a more relevant and dynamic performance management framework that works in an agile environment.
Full description

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Product information


Embracing agile budgeting to remain competitive

Digital transformation has extended to the budgeting and forecasting functions in today’s leading organisations. This webcast will show you how to move towards an agile approach to performance management that leverages the power of technology, including big data and analytics.

The traditional budgeting model is based on annual cycles followed by analysing variances to fixed positions - a philosophy that is becoming dated. Many organisations are finding that a rolling forecast model that considers the impacts of dynamically shifting positions is more flexible and effective.

The perceived challenges of identifying changes in business drivers has been made easier and more reliable with the advent of big data, technology and analytics, providing predictive insights on business outcomes through fact-based modelling.

With finance teams and organisations as a whole moving to more of an agile environment, rolling forecasts are more relevant and allow for developing dynamic performance management frameworks that better support successful business management.

Learn how to make the shift to forecasting techniques based on predictive insights rather than unsubstantiated assumptions. Finance professionals helping their organizations remain competitive in a dynamic environment will not want to miss this webcast. Register today!

This webcast is free for CIMA members.

Key Topics

  • Agile finance
  • Budgeting
  • Forecasting
  • Rolling forecasts
  • Data and analytics

Who should take this course?

  • CGMAs
  • Management accountants
  • Controllers
  • FP&A teams

Professional development

This Webcast offers 2 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:Working knowledge of budgeting and forecasting
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

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  • Aubrey Joachim

    Aubrey Joachim FCMA; CGMA; MBA is a Chartered Management Accountant – a Fellow of the Chartered Institute of Management Accountants UK. He has over 30 years of strategic management accounting experience with global conglomerates (Anglo‐Dutch conglomerate Unilever and US Energy giant McDermott International Inc.) in South Asia, the Middle East, South East Asia and UK. In Australia since 1993 he’s been involved in the financial services sector and Sydney Water Corporation in senior finance roles.

    In 2005 Aubrey set up his own boutique consulting organization – Leading Edge Change, essentially focusing on delivering public and in‐house training and development workshops and seminars in finance, management accounting, strategic management, asset management, beyond budgeting and forecasting, finance transformation and big data and business analytics in over 25 countries across the world.

    Aubrey also works with professional bodies and is a trainer for the Australian Institute of Company Directors, as well as conducting professional development courses for CIMA in the UK, Malaysia, Sri Lanka, UAE, Hong Kong, New Zealand and Australia. He is a much in demand presenter for The Institute of Chartered Accountants in Australia & New Zealand and CPA Australia running many of their CPD programs. He also runs programs for conference companies across the world.

    In 2009/2010, Aubrey became the first non‐British/ Irish global President of the prestigious global management accounting body CIMA – the Chartered Institute of Management Accountants UK in its 90 year history. This global position gave him significant insight into the future of the finance function as well as exposure and public profile. He has been written about and provided opinion pieces that have been published in various countries. Aubrey has an extensive google profile and has been profiled in many forms of media – press, TV, radio, internet etc in many countries.