Accurate budgeting, planning and forecasting is essential for all levels of any financial institution to have confidence when making decisions and investments. Top performing organizations mitigate risks due to volatile business conditions by continuously updating forecasts to better reflect current business conditions, resulting in what’s known as a rolling forecast.

Watch this webcast and hear from CommunityAmerica Credit Union (CACU)’s Vice President of Finance, Brad Richardson, about how the credit union replaced their annual budget process with rolling forecasting and the benefits their institution has seen as a result of this change. Rolling forecasting has helped CACU identify new opportunities and capitalize on high returning investments, while simultaneously giving visibility into the impact of long term expenditures on future year financials.

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WEBINAR:

Leveraging Rolling Forecasts to Improve Accuracy and Optimize Decisions – A CommunityAmerica Credit Union Case Study