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Concurrent Session Onsite and Online

FIN2313. Trends and Techniques in Budgeting and Forecasting

Financial forecasting and budgeting shouldn't be painful. They shouldn't be a time suck. And they shouldn't leave to the end-users with the burden of interpretation. The reason so many financial models fail is they aren't built in ways that are user-friendly and enduring. Many FP&A and financial professionals simply build them the way they always have -- inefficiently, with bad structure, too many schedules, and a lack of thoughtful organization. It doesn't need to be this way. In this session, an FP&A practitioner who has trained and advised more than 13,000 finance and accounting professionals globally, at many companies you know, will walk you through current trends and mesmerizing but easy-to-comprehend techniques. These discoveries will help you save time, minimize your rework, eliminate mistakes, and elevate your forecasting and budgeting capabilities to levels you didn't know were possible. You'll build confidence in your end-users, mitigate risks in your company, and position yourself to deliver the financial intelligence and insights you've always wanted to focus on. You'll receive tangible takeaways that you can bring back to your company and implement immediately.

Learning Objectives:

  • Identify common issues that arise with conventional budgeting methods and how to address them in dynamic forecasting models.
  • Analyze how to design and structure their financial models in a way that is efficient, organized and easy for end-to-end use.
  • Determine ways to improve the accuracy of their rolling forecasts, leading to better decision-making confidence and related justification.
CPE Credits
NASBA Field of Study
3-4 years in the Profession
Advanced Preparation
Session Tags