Executive panel: The shift to rolling forecasting

Tuesday, August 24th, 2021 | 12:30 PM - 1:30 PM CT

Many organizations find that the most difficult challenge to implementing a rolling forecasting initiative is gaining organizational acceptance.

Hear from finance professionals who have engaged in the process with senior leadership to gain executive level buy-in and department-level acceptance. We'll discuss the considerations that must be addressed prior to a successful change, such as executive support for rolling forecasting; whether organizational leaders understand how to operate using a planning philosophy rather than the detail of an operating budget; and how to persuade the C-suite to be open to changes in financial reporting and the metrics they use to manage the business.

Questions we'll answer:
  • What are toughest decisions faced as an organization moves away from an annual budget?
  • In today's complex organizations, how do different areas of the business use a rolling forecast?
  • What are tips that help with labor management when using a rolling forecast?


spencer_jay_-_2019 - Daniel Gest

Jay Spence

Vice President, Healthcare Industry Solutions & Strategy, Syntellis Performance Solutions

Justice, Craig

Craig Justice

Executive Director of Strategic Financial Planning, Piedmont Healthcare, Atlanta, GA

Wilcox, Robert

Robert Wilcox

Vice President of Finance, Munson Healthcare, Traverse City, MI