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Creating Rolling Forecasts: Essential Tools for Better Budgeting


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Rolling forecasts have the potential to greatly improve your budgeting. While almost all companies utilize an annual budgeting process, it's often disconnected from their forecasting process and negatively impacts financial resources. So, how can you reexamine your budgeting process to best implement the use of a rolling forecast? Join us for this live, 60-minute webinar to discover:

  • How to utilize a "rolling forecast" to replace your traditional budget
  • Static budgeting vs. dynamic forecasting models - What to consider
  • Implementation roadmap: Critical steps to help jumpstart the process
  • Types of budget & forecast models: What mold works for your company?

Bonus: Attendees will receive a "sample project plan" to serve as a guide for their forecasting changes!

Program Highlights

  • Keys to Replace your Outdated Budgeting Processes with a "Rolling Forecast"

    • Various budget & forecast models: How to choose the right one
    • Defining your "Rolling forecast": What does this term mean?
    • Critical success factors for implementing an ongoing forecast process
  • Budgeting Tools to Improve Performance & Tie Accountability to your Goals

    • How to handle the transformation process when using a new model
    • Pros & cons of different models: Useful tools to help you decide
    • Ways to increase visibility between departments in your company
  • How to Connect your Forecast to a Metric System & Create Ownership

    • Updating future months based on given trends & expected happenings
    • Strategies to help improve financial performance with a new budget
    • Real-life examples & case studies you can utilize at your company
  • Live Q & A Session - Have all your Rolling Forecast questions answered!

About The Speaker

Chris Doxey, CAPP, CCSA, CICA, has held senior finance and controller positions at Digital Equipment Corporation, Compaq Computer Corporation, Hewlett Packard, MCI, APEX Analytix, and BSI Healthcare.

  • She has a bachelor's degree in English, a bachelor's in accounting, a master's in business administration, and a graduate certificate in project management.
  • Chris brings her experience as a management consultant in the areas of compliance, auditing, internal controls, and fraud prevention to BoxAudit, LLC where she is the Executive Director of Operations. Chris also serves as the Executive Director of the IOFM Controller Certification Program.
  • Chris is a Certified Accounts Payable Professional (CAPP), holds a Certification in Controls Self Assessment (CSA), and is a Certified Internal Controls Auditor (CICA). She has also written a controller's best practices guide, numerous articles, and several whitepapers. Chris has published two handbooks: "AP Leadership Skills" and "Implementing a Controls Self Assessment Program for Accounts Payable". She presents at several conferences and provides a multitude of webinars each year.
  • Chris is a member of the Institute of Internal Auditors (IIA), the Institute for Internal Controls (TheIIC), and the Institute of Financial Operations (IFO). She is a member of the advisory board for TheIIC and is president of the Washington DC area chapter for both the IFO and TheIIC organizations.

Program Benefits

In this jam-packed, 60-minute webinar you will discover how the right budgeting model can dramatically improve financial performance, visibility, and ownership.