Public Session | Budgeting vs Forecasting: A practical Approach for Financial Professionals | June 2025

Segment 1: Budgeting vs Forecasting – Fundamentals (30 minutes)

Definitions and differences

Purposes and use-cases

Key components of each

Real-world scenarios where both intersect

Misconceptions (e.g., “forecasting is just a rolling budget”)

Segment 2: Budgeting and Forecasting in Practice – Professional Insight (60 minutes)

Integrating budgets into strategic planning

Forecasting for cash flow, revenue, and tax planning

Techniques: Top-down, bottom-up, zero-based, rolling forecasts

Tools & templates used in industry

Case examples (you can use client-anonymized samples or scenarios)

Segment 3: Practice Session (30 minutes)

Group work: Budget vs Forecast decision-making challenge

Debrief & summary of key takeaways