The FP&A Trends Webinar: Myths and Misconceptions of Rolling Forecast and FP&A Scenario Planning
FP&A Tags
Rolling Forecast
FP&A Scenario Planning

The webinar was proudly sponsored by:

Traditional legacy and static methods are no longer sufficient for budgeting, planning, and forecasting. To help navigate this challenge, we must turn to Scenario Planning and Rolling Forecasts to guide us.

Both processes are essential to help radically transform and become more agile and resilient. However, there are a lot of myths and misconceptions about Rolling Forecast and Scenario Planning. 

Watch the full recording of the FP&A Trends Webinar to learn more about myths and misconceptions of Rolling Forecast and FP&A Scenario Planning.

Agenda:

  • Modern FP&A Framework for Effective Rolling Forecast and Scenario Planning
  • Rolling Forecast: Key Factors for Success
  • IQVIA Case Study: Scenario Planning Through Uncertainty
  • The Role of Modern Technology
  • Conclusions and Recommendations
  • Q&A Session

The Panel:

Chris Davenport

Mr Davenport is a talented strategist and business architect with a good balance between business acumen and technology. With over 2 decades of enterprise performance management experience, half of which has been in the industry, his approach to success has been based on solutions that focus on delivering top-down strategic alignment of information. He has provided strategic recommendations to FTSE 100 CFO and CEO.

Richard Melia

Richard Melia is Senior Director, Finance for IQVIA within the Corporate Financial Planning & Analysis team, responsible for oversight and co-ordination of the forecasting and annual planning process, commercial analysis on key growth drivers impacting revenue and operating income margin metrics, as well as leading on Corporate and executive level financial reporting.

Richard previously served as Director, Finance, UK & Ireland for IMS Health between December 2013 and September 2017, leading the finance unit as part of the UK leadership team, supporting and driving organizational business goals, delivering relevant and timely performance management information that supports and influences decision making. Richard originally joined the company’s EMEA consolidations and reporting team in 2004, taking on roles of increasing responsibility at a regional and sub-regional business unit level.

Richard holds a BSc (Hons) in Accounting and Financial Management from Loughborough University, UK, and is member of the Chartered Institute of Management Accounts (CIMA).

Nitu Agarwal

Nitu previously worked in various multinational and FTE 100 companies with a wide range of roles from financial management, commercial finance to FP&A.

Nitu holds a Bachelor in Business and Commerce and is a member of Institute of Chartered Accountants.

The recording is available for registered users only

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