Forecasting
Forecasting in FP&A is both an art and a science—balancing historical data, market signals, and human judgment to anticipate future performance. This course challenges traditional, rigid approaches to forecasting and offers a more agile, collaborative model that thrives in uncertainty.
Participants will learn how to navigate common forecasting pitfalls, manage stakeholder expectations, and design processes that support faster, smarter decision-making. We’ll explore how to integrate rolling forecasts, scenario analysis, and key driver insights—while strengthening trust in finance’s role as a forward-looking advisor.
Designed to help finance professionals master modern forecasting practices. Uncover the behavioural, technical, and organizational elements required for effective forecasting—from structuring assumptions to managing stakeholder tensions.
You’re welcome to join just this workshop, but for a deeper dive, we recommend registering for the full program.
- Tuesday, 21 October 2025
- 3:00 pm – 5:00 pm BST (10:00 am – 12:00 pm EDT)
- Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Course Testimonials
Course Overview
What we Cover:
- Financial Storytelling
- Finance Business Partnering
- Financial Modeling
- Planning & Forecasting
The Challenges:
- Delivering timely, accurate forecasts
- Adapting quickly to market and business shifts
- Managing stakeholder tensions and misaligned expectations
- Identifying key business drivers and signals
- Balancing detail with strategic insight
The Barriers:
- Rigid, calendar-based forecasting processes
- Over-reliance on spreadsheets and historical data
- Forecasting for precision instead of decision support
- Conflicting views across departments
- Lack of trust in assumptions and inputs
Learning Objectives:
By completing this course, participants will:
- Build agile, collaborative forecasting frameworks
- Integrate top-down and bottom-up inputs effectively
- Use scenario and driver-based forecasting techniques
- Communicate forecast insights with clarity and confidence
- Improve stakeholder engagement and forecasting credibility
Business Benefits:
- Improved forecasting accuracy and flexibility
- Faster and more confident business decisions
- Greater alignment between financial and operational plans
- Higher stakeholder trust in financial leadership
- Enhanced responsiveness to risks and opportunities
Course Facilitator
Catherine Marks
Facilitator
Catherine led the O2 FP&A team through its merger with Virgin Media.
Prerequisites: Must have a basic understanding of FP&A
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
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