To build a quarterly rolling forecasting (QRF) process, typically going out 18 months at a time, in a planning tool requires a detailed understanding of the foundation stones and the rules for QRF. This workshop will show you “how to implement quarterly rolling forecasting – and get it right first time” based on the better practices that exist around the world.

Quarterly rolling planning is a process that will revolutionize any organization, whether public or private sector. It removes the four main barriers to success that an annual planning process erects: an annual funding regime where budget holders are encouraged to be dysfunctional, a reporting regime based around monthly targets that have no relevance, a three – month period where management is not particularly productive, and a remuneration system based on an annual target.

This workshop is part of the “lean accounting” movement that is gaining momentum around the world. No longer should we lock the finance team and the organisation into inefficient processes that limit performance.




15 October 2013 – 09:00 London Early bird rate, £450 for one person, £800 for two. After 9 Sept £550 per attendee. No VAT as registered in NZ. For Course Flyer, please click here Register Now


  • The foundation stones for a better practice forecasting process
  • The rules for implementing quarterly rolling forecast process in a planning tool
  • Why you need to migrate from Excel to a forecasting tool
  • Templates to report the forecast in a clear and concise way
  • How to sell the change to management
  • 10 pitfalls to avoid at all costs
  • How the process will bring about a quick annual plan – in two weeks
  • An implementation roadmap

Outcomes and deliverables

Upon attending you will be able to:

  • Explain the common pitfalls in forecasting
  • Recall the foundation stones to a quarterly rolling forecasting process
  • Use the checklists and templates designed to help you with your implementation
  • Explain to your management why your organisation should implement quarterly rolling forecasting
  • Review, at your leisure, all workshop content in the comprehensive accompanying paper which is valued at over A$180

Target Audience:

  • Finance Directors, CFOs or financial controllers who are involved in annual planning process
  • Financial accountants and management accountants performing forecasts
  • Corporate service managers who have the accounting team reporting to them

Event Organizers and Professional bodies

If this course is relevant to your clients / members, please complete the enquiry form or email to

Booking an in-house course

If you have over eight staff that would benefit from this course, it is financially viably to run this in-house. Please complete the enquiry form or email to


David Parmenter travels on at least five major speaking tours a year. It is highly likely that a mutually convenient date can be found.


David Parmenter

David Parmenter is an international presenter who is known for his thought provoking and lively sessions, which have led to substantial change in many organisations. He has spoken in over 30 countries and in most continents in the world. Besides delivering in-depth workshops he has been a keynote speaker for the IBM Finance Forum, The World Capability Congress, TEC Malaysia, Profiles International Romania. David is a leading expert in: the development of winning KPIs, replacing the annual planning process with quarterly rolling planning, quick month-end processes and making reporting a decision based tool.

John Wiley & Sons Inc have published his four books, including “Winning CFOs: Implementing and Applying Better Practices”, “The leading-edge Manager’s guide to success – strategies and better practices” and “Key Performance Indicators – developing, implementing and using winning KPIs”.

David has also worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse. David is a fellow of the Institute of Chartered Accountants in England and Wales.

He has written over 50 articles for the accounting and management journals. He has won two ‘article of merit’ awards from the International Federation of Accountants. (2007 and 2009). His published articles titles include: “Quarterly rolling planning – removing the barriers to success”, “Throw away the annual budget”, “Beware corporate mergers”, “Implementing a Balanced Scorecard in 16 weeks not 16 months”, “Convert your monthly reporting to a management tool”, “Smash through the performance barrier”, “Is your board reporting process out of control?” “Implementing winning Key Performance Indicators”, “Quick month end reporting” “Conquest leadership- lessons from Sir Ernest Shackleton” etc.







CPD Hours: Up to 3.5 hours