Banish Budgets!  Managing Your Organization Through Rolling Forecasts

Presented By:

Tami Koopman

Session Abstract:

Is your company still planning on an annual basis?  Is it time to leave the annual budget behind?  In this session, learn the benefits of utilizing rolling forecasts over traditional annual budgeting, how to develop and implement a rolling forecast, and how to maintain a rolling forecast within a continuous improvement environment.

Learning Objectives:

“In this session you will learn…”

  • Understand the Benefits of Rolling Forecasts
  • Learn How to Implement a Rolling Forecast Process
  • Learn How to Maintain a Rolling Forecast in a Continuous Improvement Environment

About the Facilitator:

Tamara Koopman is a Business Unit Controller at Daktronics.  She holds degrees in business and accounting as well as a MBA from the Carlson School of Management at the University of Minnesota.  After working in public accounting for 15 years, Tamara transitioned to corporate accounting within a lean manufacturing environment.  Over the past ten years, Tamara has been involved in implementing, improving and managing the rolling forecast process within the Daktronics organization as well as acting as a business unit controller and working within the areas of financial planning and analysis, mergers and acquisitions, and credit management.