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Keys To Building A Reliable & Repeatable Financial Forecast

by Philip Campbell

A reliable financial forecast is a powerful tool. It can transform your role  as CFM, as well as your ability to make an impact at a strategic level and drive performance.

In “Turning Numbers Into Insight” (November/December 2018), I discussed how a reliable financial forecast can enhance your influence and credibility as a CFM. In this article, I will explain:

  • The definition of a reliable financial forecast
  • The three keys to forecasting success
  • The step-by-step process for planning, creating, and presenting a forecast

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About the Author

Philip Campbell

Philip Campbell is a CPA and financial consultant based in Austin, TX. He has been working closely with CEOs and owners for more than 30 years.

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