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  1. 1. Rolling Forecasts 2010 Develop and Implement a Rolling Forecast Earn up to 13 to Improve Relevance, Understand Risk and CPE Credits Increase Profitability Provide February 22 – 23, 2010 | Arlington, VA Management You Will Learn to: with Insightful Design an Effective Rolling Forecast to Drive Financial Performance Forecasting Identify key business drivers that will meet your organization’s forecasting needs Analysis to Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy Support Your Interpret and improve financial data to improve accuracy and projected outcomes Key Business Align and Integrate Rolling Forecasts into Your Strategic Plan Decisions Close the gap between the strategic plan and the operational budget Manage the Transition to Rolling Forecasts for Added Flexibility Create and manage accurate forecasts that assess risk and increase revenue in today’s changing marketplace Develop an Effective Forecasting In Association with: Strategy in a Tough Economy www.ASMIweb.com/Rolling2010
  2. 2. day one Rolling Forecasts 2010 February 22, 2010 About the Presenter: 8:30 Registration & Continental Breakfast David A. J. Axson 9:00 Rolling Forecast Training Begins Forecasting – Why Bother? Understand the role of the forecast in the management process Learn the evolution of the forecast Discover why traditional forecasting is obsolete Requirements of a Credible Forecast David Axson is President of the Recognize the purpose and use of the forecast Sonax Group a business consulting Characterize an accurate forecast and research firm. He specializes in Harness forecasting in today’s uncertain and volatile world the areas of strategy development, performance management and IT. 12:00 His second book “Best Practices Lunch Break in Planning and Performance 1:00 Training Continues Management” was published by John Wiley in 2007. The Rise of the Rolling Forecast He is a well-regarded speaker having Define a rolling forecast served as a keynote speaker for Advocate the rationale for the rolling forecast conferences in over thirty countries. Identify different types of rolling forecasts David was a cofounder of The Hackett Group and was responsible Design an Effective Forecast Understand the “Not one size fits all” theory for developing a number of the firm’s Develop forecasting methods right for your organization market-leading benchmarks during Recognize key business drivers in the forecasting process his eleven years with the firm. He also served as Head of Corporate Planning 4:30 at Bank of America. Prior to moving to Day One Adjourns the United States in 1991, David was affiliated with A.T. Kearney, Deloitte, Haskins & Sells, and Lloyds Bank in who should attend: London, England. He lives with his wife and two children in Bath, Ohio. CFOs Forecasting Analysts Further information can be found at VPs of Finance Financial Analysts www.davidaxson.com Controllers Budgeting Directors Directors and Managers Financial and of Finance Management Accountants 2 www.ASMIweb.com/Rolling2010
  3. 3. day two Rolling Forecasts 2010 February 23, 2010 8:30 Continental Breakfast Sponsorship Opportunities 9:00 Rolling Forecast Training Begins As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders Create Forecasts to share and discuss best practices and Construct a credible forecast innovations. We connect decision-makers Manage forecast accuracy with respected solution providers. Make accurate and informed decisions Integrate Forecasts into the Management Process ASMI offers four different pre-designed Replace the budget with the forecast sponsorship packages: Integrate strategic planning, risk management and reporting into forecasting Event Co-Sponsor Assess implications with incentive compensation Session Sponsor 12:00 Luncheon Sponsor Lunch Break Exhibit Booth Sponsor 1:00 Training Continues For more information on sponsorships or to Make the Case for Change get started, contact Blake Humble at Benchmark your forecast process 858-866-9352 or Blake.Humble@ASMIweb.com Sell change to senior management Build your business case for rolling forecasts Lead a Successful Implementation Identify alternative implementation approaches Enhance the role of technology Measure and sustain change 4:30 Training Adjourns top five reasons to attend: Align your Implement key Design an Understand Improve your rolling forecast business drivers accurate rolling which measures forecasting to your into the rolling forecast for your and metrics are accuracy strategic plan forecast process company worth monitoring www.ASMIweb.com/Rolling2010 3
  4. 4. Venue and Hotel: CPE Credits Rolling Forecast 2010 will be held at the Performance Delivery Method: Group-live Institute’s Training Center in Arlington, VA, just one block Program Level: Beginner east of the Courthouse stop on the Orange Line of the DC Prerequisites: None Metro. A public parking garage is located inside of the Advanced Preparation: None building for $10/day. Continental breakfast, refreshments and lunch will be provided for delegates on each day. CPE Credits: 13 The American Strategic Management Institute (ASMI) is registered with the The Performance Institute Conference Center National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. 1515 N. Courthouse Rd., Suite 600, Arlington, VA 22201 State boards of accountancy have final authority on the acceptance of individual Phone: 703-894-0920 courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN A limited number of rooms have been reserved at the 37219-2417. Website: www.nasba.org. Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $209.00 until January 22, 2010. Please call the Tuition & Group Discounts: hotel directly and reference code “Rolling Forecast” when The tuition rate for attending the Rolling Forecasts 2010 making reservations to get the discounted rate. The hotel is as follows: is conveniently located three blocks from the Rosslyn Early Bird Rate Regular Rate Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience. White Belt Certification *$1699 $1799 Arlington Rosslyn Courtyard by Marriott * For the Early Bird Rate, register before December 10, 2009. 1533 Clarendon Blvd., Arlington, VA 22209 For more information on group discounts for Rolling Phone: 703-528-2222 / 1-800-321-2211 Forecasts 2010 please contact Paul Rogers at 858-866-9386 www.courtyardarlingtonrosslyn.com or email him at Paul.Rogers@ASMIWeb.com. Visit Fax this Form to Call to register www.ASMIweb.com/Rolling2010 866-234-0680 877-992-9522 Cancellations For live events: ASMI will provide a full refund less $399 administration fee for Registration Form cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. Yes! Register me for Rolling Forecast 2010 Please call me. I am interested in a special Group Discount for my team For webinars: ASMI will provide a full refund less $50 administrative fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Registrants who Delegate Information fail to attend and do not cancel prior to the meeting will be charged the entire registration fee. All the cancellation requests need to be made online. Your confi rmation email Name Title contains links to modify or cancel registrations. Please note that the cancellation is not fi nal until you receive a written confi rmation. Payment must be secured prior to the conference. If payment is not received by Organization Dept. the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event. Quality Assurance Address ASMI strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided City State Zip upon your arrival. Should you feel dissatisfi ed with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to: ASMI Corporate Headquarters: Quality Assurance Telephone Fax 805 15th Street NW, 3rd Floor Washington, DC 20005 Note: As speakers are confi rmed six months before the event, some speaker Email changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to Payment Information participate in the program. Check Purchase Order / Training Form Credit Card If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Please make checks payable to: The Performance Institute Credit Card Number Expiration Date Verification no. Discounts • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut- off date in order to receive any discount. Name on Card Billing Zip • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively Please make checks payable to: The Performance Institute Priority Code: B305-WEB www.ASMIweb.com/Rolling2010 4