1. October 14-15, 2009
San Diego, CA
Earn 13
CPE Credits
Develop and Implement a Rolling Forecast
to Improve Relevance, Understand Risk
and Increase Profitability
You Will Learn to:
Design an Effective Rolling Forecast to Drive Financial Performance
Identify key business drivers that will meet your organization’s
forecasting needs
Use a Rolling Forecast to Identify Trends and Improve
Forecast Accuracy
Interpret and improve financial data to improve accuracy and
projected outcomes
Align and Integrate Rolling Forecasts into Your Strategic Plan
Close the gap between the strategic plan and the
operational budget
Lead a Successful Rolling Forecast Implementation
Learn how to get an up-to-date forecast at the end of every
business day
In Association with:
Understand How to Use a Rolling Forecast to Make Clearer Financial Decisions in Turbulent Times
www.ASMIweb.com/Forecasts

2. Day One
October 14, 2009
Rolling Forecasts 2009
About the Trainer: 8:30 1:00
Registration and Continental Breakfast
Lawrence Maisel,
The Rise of the Rolling Forecast
Managing Partner Understand the relationship between key
business drivers and financial results
9:00
Reduce the pain associated with
Forecasting – Why Bother? tradititional budgeting processes
Understand the role of the forecast in the Create driver-based relationships to
management process measure and adjust targets on an
ongoing basis
Learn the difference between planning
and forecasting
Larry is a founding partner Design an Effective Forecast
Utilize forecasting to make better financial
decisions about the future Understand five categories of drivers:
of DecisionVu. He has
external, economic, business volumes,
assisted numerous clients services model, efficiency programs
Understand the Requirements of a
and senior level executives Credible Forecast
Develop an appropriate cost model and
identify the key drivers of cost
to design and implement Determine the resources needed to fulfill
Use KPIs and performance measures to
in depth performance organizational objectives
create your rolling forecast
management systems Plan the activities needed to produce
outputs and deliver customer expectations
including Balanced
Communicate the important assumptions
Scorecards for corporate and changes needed to achieve business 4:30
and operating business plans and market objectives Day One Adjourns
units as well as designing
and improving processes
and systems for business 12:00
Lunch Break
reporting and analysis and
planning, budgeting, and
forecasting . He has spoken
at numerous business and Who Should Attend:
user conferences on a
CFOs Forecasting Analysts
variety of topics and is one
of the foremost leaders VPs of Finance Financial Analysts
in the area of Corporate Controllers Budgeting Directors
Performance Management Directors and Managers of Finance Financial and Management Accountants
and IT Value Management.
ASMIweb.com/Forecasts
Page 2

3. Day Two
October 15, 2009
Rolling Forecasts 2009
8:30 12:00
Continental Breakfast Lunch Break
Problems with
Traditional
9:00 1:00
Budgeting
Implement a Rolling Forecast Make the Case for Change
Processes:
Create a system focused on performance Understand the major drivers of change
drivers and strategic outcomes 1. Cost is siginificant
Learn how to “sell” the forecasting
Standardize a bottom-up forecast process process to senior management 2. Cycle time is too long
to manage accuracy Maintain momentum with daily progress
Replace your monthly budget with a more reports to show the validity of the data
3. Data is not relevant
up-to-date monthly target 4. The process is rigid
Lead a Successful Implementation
Integrate Forecasts into the Develop a formula-based model that is
Management Process based upon historical and current trends
Develop an adaptive performance Analyze the relationships between
management framework changes in key volume measures of
Link strategy with performance and close your organization
performance gaps Learn how to manage expectations,
Understand which measures and metrics communicate drivers of variability and
are worth reporting manage accountability
Integrate strategic planning, risk
management and reporting into forecasting
4:30
Conference Adjourns
Top Five Reasons to Attend:
1. Align your rolling forecast to your strategic plan
2. Implement key business drivers into the rolling forecast process
3. Design an accurate rolling forecast for your company
4. Understand which measures and metrics are worth monitoring
5. Improve your forecasting accuracy
ASMIweb.com/Forecasts
Page 3

4. Logistics & Registration
Rolling Forecasts 2009
Venue and Hotel Registration Form
Rolling Forecasts 2009 will be held at the Crowne
Plaza San Diego in San Diego, CA. A complimentary To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit
breakfast, lunch and refreshments will be provided
each day.
www.ASMIweb.com/Forecasts
Venu and Hotel Address: Yes! Register me for Rolling Forecasts 2009
Crowne Plaza San Diego Please call me. I am interested in a special Group Discount for my team
2270 Hotel Circle North
San Diego, CA 92108 Delegate Information
Tel: 619-297-1101
Fax: 619-297-6049
Name Title
A limited number of rooms have been reserved at the
Crowne Plaza San Diego at the prevailing rate of
$137.00 until September 22, 2009. Please call the hotel Organization Dept.
directly and reference code “Rolling Forecasts” when
making reservations to get the discounted rate. This
rate is based on the Government Per Diem and is Address
subject to change.
Hotel and travel costs are not included in the City State Zip
conference tuition.
Tuition & Group Discounts Telephone Fax
The tuition rate for attending Rolling Forecasts 2009 is:
Early Bird Regular Rate Email
Conference *$1699 $1799
*For more information on the Early Bird Rate or group
Payment Information
discounts for Rolling Forecasts 2009 please contact Check Purchase Order / Training Form Credit Card
Paul Rogers at 858-866-9386 or email him at
PRogers@ManagementWeb.org
Credit Card Number Expiration Date
CPE Credits
Delivery Method: Group-live Name on Card Verification no. Billing Zip
Program Level: Beginner
Prerequisites: None
Please make checks payable to: The Performance Institute
Advanced Preparation: None Priority Code: B286-WEB
CPE Credits: 13
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sponsor of continuing professional education on the National Registry Cancellation Policy
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To learn more about exhibiting and sponsorships • All ‘Early Bird’ Discounts must require payment at time of registration
at Rolling Forecasts 2009, please contact Jessica Quality Assurance and before the cut-off date in order to receive any discount.
Ward at 703-894-0920 x 215 or email her at ASMI strives to provide you with the most productive and effective • Any discounts offered whether by ASMI (including team discounts)
Ward@PerformanceWeb.org. educational experience possible. If after completing the course you must also require payment at the time of registration.
feel there is some way we can improve, please write your comments • All discount offers cannot be combined with any other offer.
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