Rolling Forecasts in Action-with Review of Concepts & Sample Spreadsheets

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Fee: No Charge

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In traditional budgeting businesses use past data and attempt to use that to forecast for the coming year. This can work well if costs, sales and margins are all the same as the past. But in times of fluctuating information, last year might not be a great predictor for the whole next year. Rolling forecasts based on key business drivers and project-based planning provide a framework for a better vision of the future which supports better decision making. 

Rolling forecasts allow business managers to consistently add new data into their process which makes for a more accurate picture in rapidly changing times. Join Carl Young, a nationally recognized author, speaker, trainer and coach as he makes accurate business forecasting simple and meaningful. 

This webinar will include a How-To for starting to use this process.  Attendees will leave with an understanding of the concepts and tools to get started on their own including the following excel spreadsheets:

• Rolling Forecast for Start Up Companies
• Rolling Forecast Existing Companies
• Cash Forecasting
• General Business Guidelines


Our speaker, Carl Young, is a nationally recognized author, speaker, trainer and coach as he makes accurate business forecasting simple and meaningful.

Carl is an MBA, Author, former Chief Financial Officer (CFO) of $275M high growth company; Business Owner (CEO); Consultant, Business Coach, passionate, and entertaining Speaker & Trainer; Scholar in the Gersen Lehrman Council of Experts & member of the Standard & Poors Society of Industry Leaders.

Carl has developed business and motivational presentations based on his vast experiences in senior level finance & management positions tailored specifically to audiences. His business presentations provide simple rules, tools and techniques to achieve business success under his brand of Finance & Accounting Made Simple as Mr. Simplicity. Motivational presentations are based on his own experience and pursuits of personal success.

Carl is a highly trained accountant with over 25 years of speaking and training experience. His real world experiences were obtained in the years spent in a company that grew from $10M to $275M in revenue. He started as Chief Accountant and rose through the ranks to Chief Financial Officer (CF0). He is also a former business owner (CEO) of a manufacturing firm. He is a turnaround consultant and coach, specializing in organization, management, business processes, internal controls and accounting processes and systems.



A recording will be sent to all registered attendees.

Reasonable accommodations for persons with disabilities will be made, if requested at least 2 weeks in advance. Contact the SBDC Network at (307) 382-0947 to obtain further information.





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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.

Accessibility Information

All Wyoming SBDC Network programs and services are provided to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Language assistance services for clients with limited English proficiency will be provided. Contact: Jill Kline at (307) 766-3405 or  [encode link=""][/encode]

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