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Velixo Virtual Webinar – The Forecast that Actually Gets Used: How to Build For Decisions, Not Optics

July 22 @ 11:00 am - 12:00 pm
The Forecast that Actually Gets Used: How to Build For Decisions, Not Optics

The Forecast that Actually Gets Used: How to Build For Decisions, Not Optics – Live Webinar

The objective of a forecast isn’t to impress people. It’s to help them make decisions. Yet many forecasts are built backwards. Understand what separates forecasts that influence decisions from those that get audiences confused. Hosted by Microsoft MVP, Carl Seidman.

Can’t make it live? Every registrant receives full access to session recordings and materials.

The forecast that gets built right never has to fight for the room.

The objective of a forecast isn’t to impress people. It’s to help them make decisions. Yet many forecasts are built backwards, engineered for the presentation rather than the conversation that follows it.

If you’ve ever watched a forecast get ignored, misread, or reduced to a slide nobody questioned, the problem usually isn’t the numbers. It’s the structure.

This session is built for the finance leaders who want their models to actually move the room.

What We’ll Cover in 60 Minutes:

  • Why forecasts get ignored, and the structural reasons most teams never fix
  • How to make assumptions visible and defensible so leadership can see, question, and trust them
  • Designing outputs around the questions decision-makers are actually asking
  • Building a forecast structure that drives the right conversation, not just a clean presentation

Who Should Attend:

  • FP&A leaders whose forecasts aren’t influencing decisions the way they should
  • Finance managers building models for leadership review or board-level conversations
  • Controllers and analysts who want their outputs to drive action, not confusion
  • Anyone who’s ever presented a forecast and watched it land with a shrug

Your Host:

Carl Seidman, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A), turnaround/ restructuring, and finance transformation. 
 
He advises Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. At the same time, he supports financial professionals, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes. 
 
Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars. 250,000+ professionals have taken part in his 6 LinkedIn Learning courses, the only FP&A-centric courses on the platform. 
 
Carl is a Certified Public Accountant (CPA) has earned other professional credentials, including the CIRA, CFF, CFE, CGMA, AM, CSP, and Certified Anaplan Model Builder. 
 
He lives in Metro Chicago with his family.

 

Can’t make it live? Every registrant receives full access to session recordings and materials.

Register

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