The 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.