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15 Best Practices of Implementing a Rolling Forecast

Continuing Education Credits
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Certified Public Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credit have been granted based on a 50-minute hour.

Chartered Accountant (IES7 CPD)

Continuing Education Credit:
1 Hours
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES7 credit.

Certified Management Accountant

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Fraud Examiner

Continuing Education Credit:
1 CPE Credits
Field of Study:
Finance
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Government Financial Manager

Continuing Education Credit:
1 CPE Credits
Field of Study:
Financial Planning Or Analysis
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Education Credit:
1 CPE Credits
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.

Certification in Risk Management Assurance

Continuing Education Credit:
1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Course Syllabus
INTRODUCTION AND OVERVIEW
  3:57Introduction & Rolling Forecast vs. Traditional Annual Budget
  1:20Best Practice #1: Get Buy Early On
  6:13Best Practice #2: Thorough Analysis of Potential Key Drivers
  2:56Best Practice #3: Become A True Business Partner
  5:22Best Practice #4: Think Hard About Frequency of Updates and Forecast Time Horizon
  2:10Best Practice #5: Scrub Your Data
  1:34Best Practice #6 & #7
  5:39Best Practice #8: Deep Understanding of Statistical Techniques and Predictive Models
  2:52Best Practice #9 & #10
  3:59Best Practice #11 & #12
  2:17Best Practice #13: Continuous Improvement
  3:15Best Practice #14 & #15
  1:39Recap
CONTINUOUS PLAY
  43:1415 Best Practices of Implementing a Rolling Forecast
SUPPORTING MATERIALS
  PDFSlides: 15 Best Practices of Implementing a Rolling Forecast
  PDF15 Best Practices of Implementing a Rolling Forecast Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM