FP&A Webcast Series: Spotlight on Implementing Rolling Forecasts

Date: Tuesday, May 23, 2017
Time: 12:00 P.M. Eastern Time
Duration: 1 hour 

Sponsored by Host Analytics

Webcast Summary

As organizations seek to adapt to today’s volatile market, line of business executives are looking to their Chief Financial Officer, and the finance function, to lead the charge on enterprise budgeting and planning. There’s an urgent need for dynamic planning and forecasting that provides the agility needed to respond quickly to new market opportunities. 

Leading companies are adopting dynamic planning techniques, like rolling forecasts to drive better financial decision making. In this webcast, we’ll have an interactive discussion featuring FP&A experts. They’ll share their own stories, discuss variables that impact forecasting,  and help you understand best practices for implementing rolling forecasts for greater business agility.

During this webcast, we will discuss:
  • Challenges in budgeting and planning in today’s market
  • Emerging trends for streamlining the annual budgeting process
  • Advantages and best practices in adopting rolling forecasts to support dynamic planning
  • The pitfalls and limitations of using standalone Excel for planning and forecasting
  • Leveraging the cloud to support rolling forecasts

About the Panelists

John O'RourkeJohn O'Rourke, Vice President of Strategic Marketing, Host Analytics, Inc.

John O'Rourke is Vice President of Strategic Marketing at Host Analytics. With a background in accounting and finance, John has over 30 years of experience in the software industry and 20 years of experience in EPM product marketing at Hyperion Solutions, Oracle and Host Analytics. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in EPM. John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, Kenan Systems, and Decisyon. John has a BS degree in accounting from Bentley University and an MBA from Boston College.

Lawrence MaiselLawrence Maisel, President, DecisionVu Group, Inc.

Lawrence Maisel is president of DecisionVu, a business advisory firm that assists companies with improving operating performance and business results. He applies his more than 30 years of experience, proven leadership skills, and expertise to drive bottom-line profits by improving performance management practices that include management reporting; budgeting and forecasting; strategic cost analysis; and operating process analytics. Most recently, he led the design and implementation of numerous projects to streamline reporting practices, as well as analyze operating processes and their activity costs, to improve quality and productivity, reduce cycle time, and deploy key performance measures across client companies. He has held management positions, including those of CEO and CFO. He has also held senior executive positions, including those with PeopleSoft and Balanced Scorecard Collaborative, as well as serving as Executive Partner in Charge of KPMG Consulting's Strategy and Financial Management Consulting Practice.

Brian KalishBrian T Kalish, Founder and Principal, Kalish Consulting

Brian Kalish has over 20 years of experience in Finance, FP&A, Treasury and Investor Relations. Prior to joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.

In addition addition to Brian's robust consulting and advisory practice, he is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences both large and small. He also writes on a regular basis. Brian is passionately committed to building and connecting the global FP&A community.

About the Moderator

Jess BozzoJess Bozzo, Content Manager, Argyle Executive Forum

Jess is the Content Manager for Argyle Executive Forum's growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

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