Landing the year: The Q4 re-forecast and the board conversation

Week 04
Aired Nov 18 · 11 AM ET
About this session

By November, the modeling is often the easy part. This session focuses on the harder judgment calls: building a Q4 re-forecast you believe, communicating a beat or miss, and turning the final numbers into a clear story for leadership and the board.

You'll leave with
  • How to phase a re-forecast you actually believe, not just one that works mathematically
  • A framework for communicating a beat or miss to leadership and the board
  • The questions board members are likely to ask and how to prepare for them
  • A board deck structure and one-page forecast accuracy tracker
Hosted by
  • Anna Yamashita
    Director of Solutions Consulting, Datarails
    Host
  • Steven Goyne
    FP&A Solutions Consultant, Datarails
    Speaker
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