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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
4 Credits: Finance
Course Level
Overview
Format
Self-Study
Course Description
Learn how rolling forecasts provide a continuously updated view of expected financial performance, replacing the rigidity of static annual budgets. This course explains forecast design, key drivers, data sources, scenario and sensitivity analysis, variance review, and presentation techniques. It also addresses implementation challenges, software and spreadsheet issues, and industry-specific practices that improve planning, responsiveness, and decision-making.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize how scenario analysis is used in a rolling forecast.
- Recall how sensitivity analysis is used in forecasting.
- Recognize the best ways to present forecasting results to management.
- Specify how to set up variance analysis in a rolling forecast system.
- Recall why revenue shortfalls require extra analysis.
- Recognize how to deal with forecast misses.
- Recall the indicators of forecasting process failures.
- Recognize the risks associated with merging targets and forecasts.
- Specify how to make a rolling forecast especially effective.
- Recall how rolling forecasts can be tailored to specific industry and organizational situations.
- Recognize the systems that supply information to a rolling forecast.
- Recall the consequences of poor data integration.
- Recognize the advantages of using forecasting software.
- Specify the issues associated with using spreadsheets in forecasting.
Course Specifics
SS326486401
August 10, 2026
There are no prerequisites.
None
77
Compliance Information
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
QAS Self-Study
