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Rolling Forecasts, Budgeting and Performance Analysis Masterclass

Rolling Forecasts, Budgeting and Performance Analysis Masterclass

Gain insight into current practice in financial planning and analytical review techniques

26 - 27 August 2013 (Singapore) and 29 - 30 August 2013 (Jakarta)

Why should you attend?

Rolling forecasts offer greater visibility into future operating performance. Unlike budgets, they reflect the fact that operations don’t switch off at year-end.  Well-established driver based forecasting techniques enable organisations to focus on anticipating, rather than responding to, events.  

Rolling forecasts provide improved financial information to internal managers and analysts for decision-making, but the challenge is to move from routine financial reporting to being a source of business insight. The solution isn’t more data. The key is to mine and judge that data to extract meaningful recommendations.

The course will refer to the statistical, graphic and formatting functions of Excel 2010 and demonstrate the building of financial analysis models.

 Key Benefits:

The first day of this practical workshop will:

  • Illustrate the principles of rolling forecasts with examples and case studies
  • Identify a process for implementing rolling forecasts in your business
  • Equip you with the best practice techniques for designing an integrated business planning and rolling forecast process
  • Highlight how management can use rolling forecast information for improved decision making and control

On the second day of this workshop, we will:

  • Discuss how to integrate the Board’s annual budget target into a rolling forecast system
  • Review financial analysis measures of profitability, asset efficiency, gearing and liquidity, and comment on their effectiveness
  • Address measures of shareholder value creation, sustainable growth, free cash flow, overtrading and risk, solvency, and productivity
  • Show how techniques such as the Altman Z score and Du Pont analysis have been updated to reflect current business condition
  • Demonstrate scorecard and dashboard formats that combine financial and non-financial information

Who Should Attend?

This program is designed for financial directors, general managers, management accountants and financial analysts who want to be familiar with leading edge forecasting and analytical reporting techniques in today’s difficult business environment.

  • Chief Executive Officers
  • Chief Financial Officers
  • Managing Directors
  • General Managers
  • Managers
  • Financial Accountants & Controllers
  • Management Accountants
  • Finance Directors & Managers