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  1. 1. September 28-29, 2009 Philadelphia, PA Budgeting & Optional Post-Conference Workshops : September 30, 2009 Forecasting Masters 2009 Implement Resource Allocation to Drive Strategy You Will Learn to: Structure Your Forecasts to Reduce Risk and Improve Organizational Stability Address risk, speculation and future objectives with a structured forecast Create Accurate Forecasts from Imprecise Data Overcome data generation errors and maintain forecast accuracy Utilize Balanced Scorecard Techniques for Improved Budgets Implement a better approach to budgeting using a Balanced Scorecard framework Increase Flexibility with Driver-Based Budgeting Identify and focus on leading indicators to pinpoint the key issues that influence your budget Earn up to 15 CPE Credits In Association with: Establish and Execute Cutting-Edge Methods and Measures to Increase Performance in Budgeting and Forecasting www.ASMIweb.com/Budgeting
  2. 2. Day One Monday, September 28, 2009 Budgeting & Forecasting 2009 8:30 “Great Ideas Conference Registration and Continental Breakfast and suggestions 9:00 for improving Getting to Know You: Attendee Introductions overall 9:15 Keynote Address: processes.” Streamline Finance Operations in an Uncertain Economy Tammy Morita, VP Corporate Budgeting and forecasting tools have evolved into valuable resources that can be used to Finance, Alliance Imaging affect performance and the bottom-line, even during difficult times. Building these tools takes resources and a willingness to change. Hear from one organization’s techniques and approaches towards streamlining a budgeting and forecasting process in the midst of economic uncertainty. Discover the resources needed for process implementation to be successful and accepted Institute a foundation through a best-practice approach for successful budgeting and forecasting techniques Develop a road map for execution from a best-practice example of budgeting and forecasting implementation 10:30 Break and Refreshments Top Five Reasons to Attend: 1. Overcome challenges in forecasting due to an uncertain economy 2. Apply Balanced Scorecard techniques to your budgeting process 3. Incorporate driver-based budgeting to imporve accuracy 4. Streamline your forecasting methods to enhance quality 5. Implement forecasting techniques to assess risk ASMIweb.com/Budgeting Page 2
  3. 3. Day One, Continued Monday, September 28, 2009 Budgeting & Forecasting 2009 10:45 Develop Good Forecasts from Bad Data “Provided great Learn how to create accurate forecasts with less-than-perfect data Understand common challenges such as data collection problems examples and data storage issues Develop strategies to reduce the likelihood of bad data being generated of practical forecasting 12:15 and answered Lunch Break some important 1:00 questions Use Driver-Based Budgeting to Increase Flexibility Understand the differences between traditional vs. driver-based budgeting regarding Learn how to develop a driver-based budget to improve accuracy Discover how driver-based budgeting provides valuable business insight data use.” Dave Jochnau 2:15 Director,of Corporate Planning and Analysis, PSC Corporation Break and Refreshments Who Should Attend CFOs, VPs Forecasting Analysts Controllers Financial Analysts Directors of Finance Budgeting Directors ....and anyone involved with budgeting and forecasting ASMIweb.com/Budgeting Page 3
  4. 4. Day Two, Tuesday, September 29, 2009 Budgeting & Forecasting 2009 Develop and 8:30 Conference Registration and Continental Breakfast Manage an 9:00 Keynote Address: Effective Structured Forecasting for Organizational Stability Forecasting plays a critical role in many aspects of financial decisions. Firms can use their Forecasting forecasting resources for financial speculations, financial risk management, and creating portfolio management. Accurate forecasting can help set future objectives and guide Strategy that future outcomes. Understand the forecasting model and how it has been proven beneficial in he long run. Understand the basics of forecasting and its hurdles Aligns with Develop structure and tools for putting into place a viable forecasting system Reduce forecasting error through efficiency and accuracy Organizational Goals 10:30 Break & Refreshment 10:45 Risk Reduction: Use Analysis to Assess Forecast Uncertainty Use various forecasting techniques to assess the risk and investment worth of assets Utilize risk-return to make strategic decisions and protect shareholder value Understand the importance of accounting risk factors into your forecasting 12:15 Lunch Break Sponsorship Opportunites As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solution providers. The Institute offers four different pre-designed sponsorship packages: Event Co-Sponsor Luncheon Sponsor Session Sponsor Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Paul Rogers at 858-866-9386 or Rogers@Managementweb.org ASMIweb.com/Budgeting Page 4
  5. 5. Day Two, Continued Tuesday, September 29, 2009 Budgeting & Forecasting 2009 1:00 Drive Strategy through Disciplined Resource Allocation “Very good Hear how resource allocation drives organizational strategy content. Good Examine how resource allocation should be managed Discuss implications of better resource allocation on organizational performance example of tools 2:30 I would like to Break and Refreshments see used at my 2:45 company.” Application Session: Streamline Your Organization’s Forecasting Process During this application session, learn how to improve the quality and timeliness of your Nina Payakniti, Finance Manager, Source forecasting and reporting process. Identify ways to stay on pace and up-to-date with your Refrigeration & HVAC, Inc organization’s operations to improve forecast accuracy, reduce wasteful costs, and develop better decision making processes. Increase forward flexibility to keep pace with the rapidly-changing economic landscape Improve cycle time resulting in lower costs, improved productivity and enriched quality Use financial resources in a more effective manner 4:00 Conference Adjourns ASMIweb.com/Budgeting Page 5
  6. 6. Day Three, Wednesday, September 30, 2009 Budgeting and Forcasting 2009 8:30 Increase Workshop Registration and Continental Breakfast Performance and 9:00 Improve Your Morning Workshop: Transition from a Traditional to Rolling Forecast Advocating for the “right fit” rolling forecast for your organization can lead to better organizational development. Defining the benefits of a rolling forecast and understanding Bottom Line which type best fits your organization, is an important pre-implementation step. Feel comfortable with rolling forecasts and recognize how business drivers are important in with Valuable the forecasting process. In this workshop you will gain the tools to: Discover the different methods that can be used with rolling forecasts Budgeting and Showcase rolling forecasts as a useful tool for further fueling goals and performance Find ways to perform a company-wide initiative on the new budgeting process Forecasting 12:00 Techniques Lunch Break 1:00 Afternoon Workshop: Model and Forecast Key Business Drivers Being able to forecast financial information over time will help your organization identify previously unseen trends and predict fluctuations. With the right tools, key business drivers such as market conditions, performance measurements, customer demographics and marketing activities can be tracked to help uncover these trends and to recognize what to look for. Developing measurements and metrics for various business factors can be incorporated into your forecasting models for improving results. In this dynamic, hands-on workshop, you will gain information on how to: Identify the key business drivers that link to financial measures Define and test linkages of drivers to measures of financial and business performance Layer forecast elements and scenarios for effective modeling Track forecast submissions to improve accuracy over time Align forecasts, plans and actual results in an actionable framework 4:00 Workshop Adjourns ASMIweb.com/Budgeting Page 6
  7. 7. In-House Training Budgeting & Forcasting 2009 One of the more popular vehicles for accessing The American Strategic Management Institute’s (ASMI) educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Institute will create an intimate training atmosphere that Customization We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. While many training providers will offer you some variation of their standard training, ASMI’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, ASMI also has the ability to accommodate organizational-wide training initiatives. Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up to 300 participants per day. Areas of Expertise On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Strategic Planning Performance Measurement Project Management Lean Six Sigma Workforce Management Budgeting and Forecasting Contracting Performance Reporting Program Evaluation Administrative Management Change Management Balanced Scorecard For more information about in-house training options available to you, please contact Blake Humble at 858-866-9352 or email him at Humble@managementweb.org ASMIweb.com/Budgeting Page 7
  8. 8. Logistics & Registration Budgeting & Forecasting 2009 Venue and Hotel Registration Form Budgeting & Forecasting Masters 2009 will be held at The Radisson Plaza – Warwick Hotel. A continental breakfast, lunch, To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or and refreshments will be provided each day of the event. Visit www.ASMIweb.com/Budgeting Conference Address: Yes! Register me for Budgeting & Forecasting 2009 Radisson Plaza-Warwick Hotel Philadelphia 1701 Locust Street Philadelphia, PA 19103 Add a Post-Conference Workshop: (choose) Telephone: (215) 735-6000 Fax: (215) 789-6105 Morning Workshop: Transition from a Traditional to Rolling Forecast www.radisson.com/philadelphiapa Afternoon Workshop: Model and Forecast Key Business Drivers Please call me. I am interested in a special Group Discount for my team A limited number of rooms have been reserved at the Radisson Plaza – Warwick Hotel at the prevailing per diem rate of $145 until August 28, Delegate Information 2009. Please call the hotel directly and reference code “BFM” when making reservations to get the discounted rate Name Title Hotel and travel costs are not included in the conference tuition. Organization Dept. Tuition & Group Discounts The tuition rate for attending Budgeting and Forecasting Address 2009 is as follows: Early Bird Rate* Regular Rate City Conference Only $ 1,699 $1,799 Post Conference $199/workshop $199/workshop State Zip Workshops For more information on group discounts for Budgeting and Telephone Fax Forecasting 2009 please contact Paul Rogers at 858-866-9386 or email him at Rogers@ManagementWeb.org Email Payment Information CPE Credits Check Purchase Order / Training Form Credit Card Delivery Method: Group-live Program Level: Beginner Prerequisites: None Credit Card Number Advanced Prep: None CPE Credits: Earm up to 15 CPE Credits Expiration Date Verification no. The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses or CPE credit. Name on Card Billing Zip Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Please make checks payable to: The Performance Institute Priority Code B280-WEB Cancellation Policy Quality Assurance For live events: ASMI will provide a full refund less $399 administration ASMI strives to provide you with the most productive and effective is not responsible for speaker changes, but will work to ensure a fee for cancellations four weeks before the event. If cancellation occurs educational experience possible. If after completing the course you comparable speaker is located to participate in the program. within two weeks prior to conference start date, no refund will be issued. feel there is some way we can improve, please write your comments If for any reason ASMI decides to cancel this conference, ASMI Registrants who fail to attend and do not cancel prior to the event will be on the evaluation form provided upon your arrival. Should you feel accepts no responsibility for covering airfare, hotel or other costs charged the entire registration fee. dissatisfied with your learning experience and wish to request a credit incurred by registrants, including delegates, sponsors and guests. or refund, please submit it in writing no later than 10 business days All the cancellation requests need to be made online. Your confirmation after the end of the training to: Discounts email contains links to modify or cancel registrations. Please note that • All ‘Early Bird’ Discounts must require payment at time of registration the cancellation is not final until you receive a written confirmation. ASMI: Quality Assurance and before the cut-off date in order to receive any discount. 1515 N. Courthouse Road, Suite 600 Payment must be secured prior to the conference. If payment is not • Any discounts offered whether by ASMI (including team discounts) Arlington, VA 22201 received by the conference start date, a method of payment must must also require payment at the time of registration. be presented at the time of registration in order to guarantee your Note: As speakers are confirmed six months before the event, some • All discount offers cannot be combined with any other offer. participation at the event. speaker changes or topic changes may occur in the program. ASMI • Discounts cannot be applied retroactively