Budgeting & Forecasting Basics: Build a Rolling 12 Month Model

Static annual budgets break down quickly when markets shift, growth accelerates, or costs spike unexpectedly. Many teams rely on outdated forecasts that fail to reflect changing revenue, expenses, and operational realities, leading to poor decisions and missed warning signs.

This webinar walks through the fundamentals of budgeting and forecasting using a rolling 12-month model. You will learn how to structure a simple, practical forecast, update assumptions monthly, and use forecasts to guide hiring, spend controls, and growth plans. The session also covers common forecasting mistakes, how to stress test assumptions, and how to use forecasts as an operating tool—not just a finance exercise.

Why Should You Attend:

Most companies don’t fail because they lack plans — they fail because their plans are outdated. Static budgets give leaders a false sense of control while conditions quietly change underneath them.

This session helps you build forecasts that evolve with the business so you can spot risks early, adjust spending before it becomes painful, and make smarter growth decisions. If you’ve ever been surprised by missed targets, budget overruns, or sudden cash pressure, this training gives you a better way to stay ahead.

Rolling forecasts don’t just improve finance reporting — they improve leadership decisions.

Areas Covered in the Webinar:

• Budgeting vs forecasting: what’s the difference
• Why annual budgets fail in dynamic environments
• Structure of a rolling 12-month model
• Key revenue and expense drivers
• Building assumptions that reflect reality
• Monthly forecast updates and variance tracking
• Scenario planning and stress testing
• Linking forecasts to hiring and spend decisions
• Common forecasting mistakes to avoid
• How leadership teams should use forecasts

Who Will Benefit:

• Founders, CEOs, CFOs, COOs, Finance Managers, FP&A Analysts, Controllers, Operations Leaders, Product Leaders, Risk & Compliance Leaders, Business Unit Heads

Justin Muscolino
Head of North America Compliance Training, GRC Solutions Pty Ltd

Justin brings over 20 years of wide-arranging experience in compliance, training and regulations. Most recently, he served as Head of Compliance Training at Bank of China where he led the compliance training function and created and monitored the annual training plan through a thorough training needs analysis. Previously he served as Macquarie Group’s Head of Americas Compliance Training and JPMorgan Chase’s Compliance Training Manager. Justin also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.

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