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The 5th Geneva FP&A Board: Rolling Forecast Philosophy
October 3, 2017

The fifth meeting of the Geneva FP&A Board was held in a beautiful new location at SPACES.

We had over 30 members discussing how Rolling Forecast could be a huge success or a huge disaster depending on the "key factors". The participants represented a wide range of companies, including:

  • Bosch Packaging Technology
  • Cartier
  • JT International SA
  • Medtronic
  • Oriflame Cosmetics Global
  • Tetra Pak
  • and many others.

Agenda

  • Rolling Forecast: main definitions, advantages and disadvantages.
  • Rolling Forecast: key factors of success.
  • Mini-case studies from Imre Orban, Finance Controlling Director at Coty, and  Mark Quinn, Finance Director at Honeywell 
  • Beyond Budgeting and Rolling Forecast.
  • Three Stages of Rolling Forecast Maturity - group work.
  • Conclusions and recommendations.

Imre Orban, Finance Controlling Director at Coty, and  Mark Quinn, Finance Director at Honeywell, shared mini-case studies with the group and inspired interesting discussions. At the end of the discussion and small group work the Board members came to several conclusions:

  • Traditional Forecasting Process has many limitations.
  • Rolling Forecast (RF) is a better alternative as it gives a better perspective and flexibility.
  • However, the adaptation process of RF is slow and success stories are rare.
  • There are seven factors of successful implementation: culture, people, models and systems, processes, design, integration and collaboration. All of them should be taken into consideration. 

Our Sponsors

We are very grateful to our partners and sponsors CCH Tagetik, Page Executive and Regus for their great support.

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March 7, 2023
The Face-to-Face Houston FP&A Board
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New York FP&A Board
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