Azmi Ismail, Maintenance Executive - Petronas Lubricants International Sdn Bhd

It was a very good training that helped me improve my knowledge for my profession.

Follow us on Facebook

Home Events Search Practical Implementation of Rolling Forecasts @ Middle East (MENA)

EMail Print Export to ics (for outlook, google calendar, etc...)

Practical Implementation of Rolling Forecasts @ Middle East (MENA)


Practical Implementation of Rolling Forecasts @ Middle East (MENA)
Practical Implementation of Rolling Forecasts @ Middle East (MENA)
26 October 2021
Virtual Instructor-Led Training (VILT) -
In House Training , Management , Finance , Corporate Training


Facilitated by:

Strategy Management Expert Alan Fell
Alan Fell

Internationally renowned Financial Management Specialist
Clients include The Bank of Nova Scotia, Axiata Group Berhad, Jollibee Foods Corporation

Alan is the founder and director of Alan Fell Consultancy Ltd (UK) and is also a well-respected expert in the division of Strategy Execution. Alan has over 40 years of experience in financial performance management in both policy formulation and in practical application roles. He is well versed in the development and usage of balance scorecard as well as the wider application of modern budgetary techniques relevant to the fast-changing 21st century business world.

For the last 20 years, Alan has been operating as an independent management consultant and trainer focusing on the aspects of strategy management. He has conducted over 400 public training seminars and customized in-house trainings in a wide-range of international locations, specifically in the Middle East and SE Asia regions. He also manages to cover North America, Australia as well as his home country of the UK.

Alan is a senior associate of the Balanced Scorecard Institute as well as a member of the Beyond Budgeting Round Table. Prior to this, he was a senior executive with a major UK commercial bank and in his most recent line management role he was Head of Planning and Finance for a major division of the Bank with 3,000 staff.


"The course is relevant to my job scope. I found that I am able to link the strategies I learnt to my budgeting practices. The event was well organised.”
Stephanie Er – Senior Manager, Prudential BSN Takaful

“Alan was clear, concise and an excellent trainer. I understood his presentation very well and I found a lot of it to be interesting and also a good introductory course. Hence why I found the trainer’s knowledge and ability to present to be the main strength of the event.”
Yenny Muslim – Head, Accounting & Finance, Telekom Brunei Berhad

“We have learnt from the best. Do keep up the good work. The main strengths were the experiences and issues faced by otheindustries that were discussed in the event. Kexxel Group’s staffs were efficient and effective.”
Jeremy Yong – Senior Assistant Manager, The Bank of Nova Scotia

“Alan is a very experienced trainer. He was able to relate his experiences with the content that was presented, and he explained the examples in a way that was easy to understand. The entire content with different budgeting processes, with hands on experiences taught by the trainer was one of the greatest strength of the event. Kexxel Group did a good job coordinating the event, and has provided email reminders which was helpful.”
Chief Financial Officer, Bank Negara Malaysia

“This is a very powerful training, as it will revolutionize the way you do things. It is very enriching and at the same time interesting. This is the future of finance as we are living in a fast changing environment. I positively enjoy the event.”
Francisca Cynthia Castro – Vice President, SFC Business Finance Head, Jollibee Foods Corporation

Past Clients

  • Maybank Investment Bank
  • CIMB Investment Bank
  • Bank Negara Malaysia
  • Pos Malaysia Berhad
  • Tenaga Nasional Berhad
  • The Bank of Nova Scotia
  • Guiness Anchor Berhad
  • Malayan Banking Berhad
  • CIMB Niaga
  • Oman Oil Refineries
  • UAE Oil & Gas Company
  • UK Logistics Organizations
  • Bintulu Port Holdings
  • Kuwaiti Trading Group
  • Saudi Arabian Industrial Manufacturing Conglomerate
  • Petronas Malaysia

Why Choose Kexxel’s VILT Courses

Not a Webinar!
Join our live, virtual courses enriched with a diverse range of interactive activities, such as action plans, group discussions, breakout sessions, exercises, case studies, and more.

Course Materials
An advantageous combination of presentation slides and downloadable workbooks are provided to participants prior to classes for a more holistic learning experience.

Pre-Course Questionnaires
Our instructors will understand the specific needs and requirements of each individual participant, by allowing attendees to review and highlight topics of importance prior to the course.

Private, In-house Sessions
Upon request for organizations seeking a more customised learning for their employees.

Secure Online Platform
Cisco Webex is the online training platform of choice for our VILT courses. Cisco Webex respects your data privacy, is highly secure by default, and has governance and transparency.

Course Outline

In this first session, Alan will introduce the concept, benefits and practical application of Beyond Budgeting. This is an introductory course for middle / senior management who recognise that their existing traditional planning and budgeting process is no longer applicable in a fast-changing world. You will discover why this alternate management philosophy (NOT just a new type of budgeting) is becoming increasingly utilised. In a fast-changing world, traditional budgeting and the associated command-and-control approach to management is considered out of date and inappropriate – often more of a handicap than a sensible means of business resource planning. Here is a practical and proven alternative…

What to expect:

  • An alternate general management model to business management
  • How removing the traditional command-and-control management system liberates a business to focus on
  • beating the competition, not the budget
  • The concepts and benefits of adaptability and devolution
  • Take away an initial assessment of how your organisation aligns with BB principle

Module 1: Concept and Rationale

  • Why traditional backward-looking performance management is not what businesses require in a fast-changing world
  • Comparing Rolling Forecasts and Full Year Reforecasts: the pros and cons of each
  • Rolling Forecasts or Rolling Budgets? Replacing traditional budgeting?
  • How “RF” fits with business planning and financial budgeting

Module 2: Designing a Rolling Forecasts management system

  • The seven key decision points to create a workable RF management system
  • Working examples of both Rolling Forecasts and Full Year reforecasting
  • Coaching management in the use of RF – it won’t happen by accident…
  • Exercise Designing a RF output report: Template will be provided

Module 3: CASE STUDY Examples of success usage of RF

  • Designing and deploying a Rolling Forecast system in a large Asian manufacturer
  • Designing and deploying a Full Year Reforecast system in a major European Bank
  • Lessons learnt and potential problems to be avoided

Click here to view the full list of events under our Financial Management Series

*******For more details, kindly download the brochure*******


Email us at   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

WhatsApp us at +6011 1633 1600


Virtual Instructor-Led Training (VILT)