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.

Course Testimonials

Setting up a new FP&A team in a fast-paced business, the FP&A bootcamp was a great way to get everyone on the same page as quickly as possible. We loved Catherine's teaching style and the interactive format of the course. The team took examples from the very first workshop and immediately put them into practice. It sparked such debate in the team that we almost have too many new ideas! A nice problem to have... Thanks Catherine and GrowCFO!

This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.

The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.

If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.

The courses were very comprehensive and out team learned a lot from them. The breakout groups were both fun and engaging, and the trainers were excellent, bringing impressive first-hand experience in solving these real-world challenges.

This course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.

I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.

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 Outcomes:

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: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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