The Zurich FP&A Board: Rolling Forecast Philosophy

October 5, 2017

The Zurich FP&A Board: Rolling Forecast PhilosophyThe fourth Zurich FP&A Board gathered on 5 October 2017 to discuss Rolling Forecast Philosophy.

Agenda

  • Rolling Forecast: main definitions, advantages, and disadvantages
  • Rolling Forecast: 7 factors for successful implementation
  • Mini case-studies from the field:
    • ”AGT Rolling Forecast Process”. Etienne Morel, FP&A Director at AGT International
    • "Rolling forecast insights. Marco Supplizi, FP&A Director at Credit Suisse
  • Three Stages of Rolling Forecast Maturity. Group work
  • Conclusions and recommendations

The event was attended by 29 senior finance practitioners who shared their experience and ideas with each other. Etienne Morel, FP&A Director at AGT International and Marco Supplizi, FP&A Director at Credit Suisse, delivered insights on Rolling Forecast and inspired some interesting discussions afterward. 

The Board members represented international and local companies, such as:

  • Barry Callebaut 
  • Credit Suisse
  • Emerson
  • GE
  • Medtronic
  • Takeda Pharmaceuticals
  • Terex
  • Thomson Reuters
  • Trelleborg
  • and many others.

Our Sponsors

We are very grateful to our sponsors and partners Page Executive, the global provider of innovative executive search solutions, CCH Tagetik, the leading FP&A Technology company, for supporting the event.