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  • 1. Take the Guesswork Out of Your Organizational Forecasts July 21-22, 2010 Chicago, IL ROLLING FORECASTS 2010 Develop and Implement a Rolling Forecast Earn up to 13 to Improve Relevance, Understand Risk CPE Credits and Increase Profitability Implement You Will Learn To: Rolling Forecasts Design an Effective Rolling Forecast to Drive Financial Performance Identify key business drivers that will meet your to Improve organization’s forecasting needs Financial Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy Interpret and improve financial data to improve accuracy Accuracy and and projected outcomes Performance Align and Integrate Rolling Forecasts into Your Strategic Plan 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 In Association with: www.ASMIweb.com/Forecast
  • 2. Rolling Forecasts 2010 day one July 21, 2010 8:30 Registration and Continental Breakfast 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role of the forecast in the management process Learn the evolution of the forecast Discover why traditional forecasting is obsolete Requirements of a Credible Forecast Recognize the purpose and use of the forecast Characterize an accurate forecast Harness forecasting in today’s uncertain and volatile world 12:00 Lunch Break 1:00 Rolling Forecast Training Continues The Rise of the Rolling Forecast Define a rolling forecast Advocate the rationale for the rolling forecast Identify different types of rolling forecasts Design an Effective Forecast Understand the “Not one size fits all” theory Develop forecasting methods right for your organization Recognize key business drivers in the forecasting process 4:30 Day One Adjourns who should attend? CFOs Forecasting Analysts VPs of Finance Financial Analysts Controllers Budgeting Directors Directors and Managers of Finance Financial and Management Accountants 2
  • 3. Rolling Forecasts 2010 July 22, 2010 day two 8:30 Continental Breakfast 9:00 Rolling Forecast Training Begins Create Forecasts Construct a credible forecast Manage forecast accuracy Make accurate and informed decisions Integrate Forecasts into the Management Process Replace the budget with the forecast Integrate strategic planning, risk management and reporting into forecasting Assess implications with incentive compensation 12:00 Lunch Break 1:00 Rolling Forecast Training Continues Make the Case for Change Benchmark your forecast process 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 Conference Adjourns top five reasons to attend: 1 Design an effective rolling 2 Implement key business 3 drivers into the Improve forecasting accuracy 4 Understand which measures and metrics are 5 Learn the difference between planning forecast rolling forecast worth monitoring and forecasting process 3
  • 4. Rolling Forecasts 2010 About the Trainer “ Very useful David Axson David Axson is President of the information, very Sonax Group, a business consulting and research firm. He specializes in knowledgeable the areas of strategy development, instructor. “ performance management and IT. His second book, “Best Practices – Tim G. in Planning and Performance VP and Controller Management”, was published by High Corporate Services, LLC John Wiley In 2007. His next book “The Management Mythbuster” will be published in early-2010. He is a well-regarded speaker having served as a keynote for conferences in over thirty countries. Prior to forming the Sonax Group, David was a cofounder of The Hackett Group and was responsible for developing a number of market-leading benchmarks during his eleven years with the firm. He also served as Head of Corporate Planning at Bank of America. Prior to moving to the United States in 1991, David was affiliated with A.T. Kearney, Deloitte, Haskins & Sells and Lloyds Bank in London, England. He lives with his wife and two children in Bath, Ohio. Sponsorship Opportunities 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. ASMI offers four different pre-designed sponsorship packages: Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor For information on sponsorships or to get started, please contact Meredith Mason at 202-739-9707 or email her at Meredith.Mason@ASMIweb.com 4
  • 5. Rolling Forecasts 2010 In-House Training One of the more popular vehicles for accessing the Institute’s 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 a small group or for an organization-wide initiative, the advanced learning methods employed by the Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. 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, the Institute’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, the Institute also has the ability to accommodate organization-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 Workforce Management Administrative Management Performance Measurement Budgeting and Forecasting Change Management Project Management Contracting Performance Reporting Balanced Scorecard Lean Six Sigma Program Evaluation For more information about in-house training options available to you, please contact Jennifer Mueller at 202-739-9619 or email her at Jennifer.Mueller@PerformanceInstutite.org “ Very timely for our company’s process development. ” – Randi S, Manager, Financial Planning and Analysis, Nordstrom “ Relevant suggestions on problems we face in budgeting and analysis. ” – Claudia M, Federal Reserve Bank of Richmond 5
  • 6. Rolling Forecasts 2010 Logistics & Registration Venue and Hotel: Quality Assurance Rolling Forecasts 2010 will be held at the Hilton Suites ASMI strives to provide you with the most productive Magnificent Mile in Chicago IL. Continental breakfast, and effective educational experience possible. If after lunch and refreshments will be provided for completing the course you feel there is some way we can delegates on each day. improve, please write your comments on the evaluation form provided upon your arrival. Should you feel Conference Address: dissatisfied with your learning experience and wish to 198 E Delaware Pl request a credit or refund, please submit it in writing no Chicago, IL 60611 later than 10 business days after the end of the training 312-664-1100 to: ASMI: Corporate Headquarters; 805 15th Street NW, A limited number of rooms have been reserved at the 3rd Floor; Washington, D.C. 20005 Hilton Suites Magnificent Mile in Chicago, IL at the prevailing rate of $176.00 until June 22, 2010. This rate Note: As speakers are confirmed six months before is based on the Government Per Diem and is subject to the event, some speaker changes or topic changes change. Please call the hotel directly and reference code may occur in the program. ASMI is not responsible for “Performance Institute” when making reservations to get speaker changes, but will work to ensure a comparable the discounted rate. speaker is located to participate in the program. CPE Credits If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, Delivery Method: Group-live hotel or other costs incurred by registrants, including Program Level: Basic delegates, sponsors and guests. Prerequisites: None Advanced Preparation: None CPE Credits: 13 Discounts and Payment The American Strategic Management Institute (ASMI) is • All ‘Early Bird’ Discounts must require payment at time of registered with the National Association of State Boards registration and before the cut-off date in order to receive any discount. of Accountancy (NASBA) as a sponsor of continuing • Any discounts offered whether by ASMI (including team professional education on the National Registry of CPE discounts) must also require payment at the time of Sponsors. State boards of accountancy have final authority registration. on the acceptance of individual courses for CPE credit. • All discount offers cannot be combined with any other offer. Complaints regarding sponsors may be addressed to the • Discounts cannot be applied retroactively National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Payment must be secured prior to the conference. If Website: www.nasba.org. payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation Tuition & Group Discounts: at the event. The tuition rate for The Rolling Forecasts is as follows: Offerings Early Bird* Regular Tuition Training $1599 $1699 * For the Early Bird rate, register before May 12, 2010 For more information on group discounts for Rolling Forecasts 2010 please contact Paul Rogers at 858-737-4122 or email him at Paul.Rogers@ASMIweb.com. 6
  • 7. Rolling Forecasts 2010 Logistics & Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 www.ASMIweb.com/Forecast Registration Form Yes! Register me for Rolling Forecasts 2010 Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information: Check Purchase Order / Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Zip Please make checks payable to: The Performance Institute CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event 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. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: __________________________________________________________________________________________ Date: _______________________ Priority Code: B308-WEB 7
  • 8. ASMI’s vision In this challenging economic landscape, organizations must develop and execute innovative strategies to survive and thrive. Performance and process improvement methodologies give managers the tools they need to run leaner, more efficient businesses. The mission of the American Strategic Management Institute (ASMI) is to connect business leaders with best-in- class practices and training to address management challenges and improve results. ASMI has grown into one of the nation’s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Through virtual sessions, national summits, training programs and consulting services, ASMI brings together leaders to share insights, ideas and actions to transform organizations. Areas of Focus: Performance Management: Using business analytics to drive strategy Process Improvement: Leaning processes for efficiency and quality improvement Financial Management: Budgeting and forecasting for better decision-making Project Management: Managing projects to deliver results on time, within scope and in budget Leadership Development: Building leadership skills to manage in times of change and conflict Services: Virtual Training Briefings 90-minute training sessions for the latest tools and techniques to deliver results. National Summits National events allowing business leaders to share best practices and strategies for success. Training Programs Methodology-based training modules in management competencies, offered publicly or custom-designed for your organization. Consulting Services Field experts who can bring bold change to your workforce, planning processes. ASMI Corporate Headquarters 805 15th Street, NW, 3rd Floor Washington, DC 20005 Ph: 877-992-9522 Fax: 866-234-0680 www.ASMIweb.com