June 17–18, 2009
             Chicago, IL
Optional Post-Conference
Workshops June 19, 2009

Day One
                         June 17, 2009

Budgeting & Forecasting 2009

   Transition ...
Day One, Continued
June 17, 2009

Day Two
                         June 18, 2009

Budgeting & Forecasting 2009

Day Two, Continued
June 18, 2009

                                   June 19, 2009

Budgeting & Forecasting 2009

              Post-Conference  ...
In-House Training

Logistics & Registration
                                                                      Special Offerings

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  1. 1. June 17–18, 2009 Chicago, IL Optional Post-Conference Workshops June 19, 2009 Establish and Execute Cutting-Edge Earn up to 18 Methods and Measures to Increase CPE Credits Performance in Budgeting and Forecasting You Will Learn to: Establish and Utilize Effective Methodologies within Budgeting and Forecasting Examine the Balanced Scorecard approach to accelerate and improve your results Transition from a Traditional to a Rolling Forecast Discover how rolling forecasts can enhance budgeting effectiveness and organizational decision-making Develop Business Drivers to Enhance Forecasting Strategies and Drive Performance Identify drivers to uncover trends and help predict fluctuations for improved results Reduce Budget Cycle Time to Keep Pace with the Rapidly Changing Economy Improve cycle time flexibility to lower costs, increase productivity and enriched accuracy In Association with: Use Rolling Forecasting to Maximize Efficiency and Overall Success www.ASMIweb.com/Budgeting
  2. 2. Day One June 17, 2009 Budgeting & Forecasting 2009 8:00 Transition from a Conference Registration & Continental Breakfast Traditional to a 8:30 Keynote Address Rolling Forecast Build Confidence: Budgeting and Forecasting in Economic Turbulence Budgeting and forecasting tools have evolved into valuable resources that can be used to 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 structuring a budgeting and forecasting process in the midst of eco- nomic 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 9:30 Integrate Activity-Based Costing into Your Budgeting and Forecasting Achieve operationally credible and logical budgeting Understand how costing/profitability done with budgeting and forecasting can provide for a single integrated system Discover the power of the integrated approach as a cost, budgeting, and forecasting decision support tool 10:45 Break & Refreshments Who Should Attend: CFOs Forecasting Analysts VPs of Finance Financial Analysts Controllers Budgeting Directors … and anyone involved with budgeting Directors of Finance and forecasting! ASMIweb.com/Budgeting Page 2
  3. 3. Day One, Continued June 17, 2009 Budgeting & Forecasting 2009 Identify Key 11:00 Drive Strategy through Disciplined Resource Allocation Business Drivers Hear how resource allocation drives organizational strategy Examine how resource allocation should be managed for Improved Discuss implications of better resource allocation on organizational performance Forecasting Anand Sanwal VP, Investment Optimization & Strategic Business Analysis American Express 12:00 Lunch Break 1:00 Use Driver-Based Budgeting to Build Financial Accuracy and Flexibility Understand the differences between traditional vs. driver-based budgeting Learn how to develop a driver-based budget to improve accuracy Discover how driver-based budgeting provides valuable business insight 2:30 Break & Refreshments 2:45 Create, Implement and Manage Balanced Scorecard-Based Budgets Review a Balanced Scorecard-based approach to budgeting Recognize pitfalls to avoid for a more effective budget Incorporate Balanced Scorecard best practices to help accelerate your results 4:00 Adjourn ASMIweb.com/Budgeting Page 3
  4. 4. Day Two June 18, 2009 Budgeting & Forecasting 2009 8:00 Implement Continental Breakfast Forecasting 8:30 Techniques to Keynote Address Overcome Organizational Politics in the Forecast Process Assess Risk A sound forecast must be accepted by all stakeholders and decision makers within an orga- nization to successfully yield results. Too often however, the forecasting process can become skewed or narrowed with bias. In this keynote address, discuss how to tackle organizational politics and overcome biases with new solutions. Minimize organizational biases that impact forecasting, and improve collaboration among parties with conflicting interests Achieve management buy-in and increase acceptance of the forecast to ensure a neutral forecast process Discover strategies to overcome political hurdles and allow a technically sound forecast to prevail Mark A. Moon, Ph.D. Associate Professor Department of Marketing and Logistics University of Tennessee 9:30 Break & Refreshments 9:45 Utilize Techniques to Achieve Good Forecasts from Bad Data Learn how to create accurate forecasts with less-than-perfect data Understand common challenges such as data collection problems and data storage issues Develop strategies to reduce the likelihood of bad data being generated 11:00 Streamlining the Forecast Process 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 Mitch Max Managing Partner DecisionVu LP ASMIweb.com/Budgeting Page 4
  5. 5. Day Two, Continued June 18, 2009 Budgeting & Forecasting 2009 12:15 Incorporate Lunch Balanced 1:15 Scorecard Perform a Risk Analysis to Assess and Mitigate Forecast Uncertainty Strategies for Use various forecasting techniques to assess the risk and investment worth of assets Utilize risk-return to make strategic decisions and protect shareholder value Improved Results Understand the importance of accounting risk factors into your forecasting 2:30 Break & Refreshments 2:45 Structured Forecasting and Its Value for Organizational Sustainability Understand the basics of forecasting and its hurdles Develop structure and tools for putting into place a viable forecasting system Reduce forecasting error through efficiency and accuracy Lisa Kohrs CFO Bonny Doon Vineyard 4:00 Conference Adjourns ASMIweb.com/Budgeting Page 5
  6. 6. Workshops June 19, 2009 Budgeting & Forecasting 2009 Post-Conference 8:30 Workshop Registration & Continental Breakfast Workshops are practical, supplementary application 9:00 Post-Conference Workshop A sessions which incorporate Transition from a Traditional to a Rolling Forecast and review tools, Advocating for the “right fit” rolling forecast for your organization can lead to better orga- nizational development. Defining the benefits of a rolling forecast and understanding which techniques and methods type best fits your organization, is an important pre-implementation step. Feel comfortable presented during the with rolling forecasts and recognize how business drivers are important in the forecasting process. In this workshop you will gain the tools to: event. Participants Discover the different methods that can be used with rolling forecasts will obtain a further Showcase rolling forecasts as a useful tool for further fueling goals and performance understanding of how to Find ways to perform a company-wide initiative on the new budgeting process use newly acquired tools and cutting-edge strategies 12:00 to improve strategic Lunch Break/Workshop A Adjourns/Workshop B Registration planning and financial management performance. 1:00 Post-Conference Workshop B Through group exercises Model and Forecast Key Business Drivers and scenario-based Being able to forecast financial information over time will help your organization identify learning, you’ll walk away previously unseen trends and predict fluctuations. With the right tools, key business drivers such as market conditions, performance measurements, customer demographics and market- with the expertise and ing activities can be tracked to help uncover these trends and to recognize what to look for. resources needed 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 immediate and practical gain information on how to: application. Enrollment Identify the key business drivers that link to financial measures space is limited, so Define and test linkages of drivers to measures of financial and business performance register today to reserve Layer forecast elements and scenarios for effective modeling your place. Track forecast submissions to improve accuracy over time Align forecasts, plans and actual results in an actionable framework Mitch Max Managing Partner DecisionVu LP 4:00 Post-Conference Workshop B Adjourns ASMIweb.com/Budgeting Page 6
  7. 7. In-House Training Budgeting & Forecasting 2009 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 your department or for an organization-wide initiative, the advanced learning methods employed by the American Strategic Management Institute will create an intimate train- ing 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 American Stra- tegic Management 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 proj- ects 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 American Strategic Management Institute 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 Contracting Performance Measurement Performance Reporting Project Management Program Evaluation Lean Six Sigma Administrative Management Workforce Management Change Management Budgeting and Forecasting Balanced Scorecard For more information about in-house training options available to you, please contact Mark Bryan at 703-894-0920 x 225 or email him at Bryan@PerformanceWeb.org. 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. The Institute offers four different pre-designed sponsorship packages: Event Co-Sponsor, Session Sponsor, Luncheon Sponsor and Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Jessica Ward at 703-894-0920 x 215 or Ward@PerformanceWeb.org ASMIweb.com/Budgeting Page 7
  8. 8. Logistics & Registration Special Offerings Budgeting & Forecasting 2009 Registration Form Venue and Hotel Budgeting & Forecasting 2009 will be held at the Hilton Suites, in Chicago, IL. A continental breakfast, lunch, and refreshments will be To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or provided each day of the event. Visit www.ASMIweb.com/Budgeting Hilton Suites 198 East Delaware Place Yes! Register me for Budgeting & Forecasting 2009 Chicago, IL 60611 Add the Post-Conference Workshop A 312-664-1100 Add the Post-Conference Workshop B Please call me. I am interested in a special Group Discount for my team A limited number of rooms have been reserved at the Hilton Suites at the prevailing per diem rate of Single: $219, Double: $249 until May 19 2009. This rate is based on the Government Per Diem and is subject to Delegate Information change. Please call the hotel directly and reference code “Budgeting and Forecasting” 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 & Forecasting 2009 is Address as follows: Early Bird Rate* Regular Rate City Conference Only $ 1,699 $1,799 One Workshop --- $499 State Zip Two Workshops --- $699 *For the Early Bird Rate, Register by April 8, 2009 Telephone Fax For more information on group discounts for Budgeting & Forecasting 2009 please contact Paul Rogers at 858-866-9386 or Email email him at Rogers@ManagementWeb.org. Payment Information Check Purchase Order / Training Form Credit Card CPE Credits Delivery Method: Group-live Program Level: Beginner Credit Card Number Prerequisites: None Advanced Preparation: None CPE Credits: 12 for the Conference, up to 6 for the Expiration Date Verification no. workshops The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing Name on Card Billing Zip professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Please make checks payable to: The Performance Institute Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Priority Code: B274-WEB Quality Assurance Cancellation Policy is not responsible for speaker changes, but will work to ensure a ASMI strives to provide you with the most productive and effective For live events: ASMI will provide a full refund less $399 administration comparable speaker is located to participate in the program. educational experience possible. If after completing the course you fee for cancellations four weeks before the event. If cancellation occurs feel there is some way we can improve, please write your comments within two weeks prior to conference start date, no refund will be issued. If for any reason ASMI decides to cancel this conference, ASMI on the evaluation form provided upon your arrival. Should you feel Registrants who fail to attend and do not cancel prior to the event will be accepts no responsibility for covering airfare, hotel or other costs dissatisfied with your learning experience and wish to request a credit charged the entire registration fee. 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 Discounts after the end of the training to: email contains links to modify or cancel registrations. Please note that • All ‘Early Bird’ Discounts must require payment at time of registration ASMI: Quality Assurance the cancellation is not final until you receive a written confirmation. and before the cut-off date in order to receive any discount. 1515 N. Courthouse Road, Suite 600 • Any discounts offered whether by ASMI (including team discounts) Payment must be secured prior to the conference. If payment is not Arlington, VA 22201 must also require payment at the time of registration. received by the conference start date, a method of payment must • All discount offers cannot be combined with any other offer. Note: As speakers are confirmed six months before the event, some be presented at the time of registration in order to guarantee your • Discounts cannot be applied retroactively speaker changes or topic changes may occur in the program. ASMI participation at the event.