August 5–6, 2009
  Washington, DC

       Earn 13
    CPE Credits

                       Develop and Implement a Rolling...
Day One
                                    August 5, 2009

Rolling Forecasts 2009

Day Two
August 6, 2009

                                                                                     Rolling Forec...
Logistics & Registration

Rolling Forecasts 2009

Venue and Hotel
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  1. 1. August 5–6, 2009 Washington, DC 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 Manage the Transition to Rolling Forecasts Create and manage accurate forecasts that assess risk and increase revenue in today’s marketplace In Association with: Implement Rolling Forecasts to Improve Financial Accuracy and Performance
  2. 2. Day One August 5, 2009 Rolling Forecasts 2009 8:30 1:00 About the Trainer: Registration and Continental Breakfast Training Continues David Axson, President, The Rise of the Rolling Forecast Sonax Group Inc. Define a rolling forecast 9:00 David Axson is an Advocate the rationale for the Rolling Forecast Training Begins rolling forecast acknowledged expert Forecasting – Why Bother? Identify different types of rolling forecasts in the field of business Understand the role of the forecast in the management process performance management. Design an Effective Forecast Learn the evolution of the forecast Understand the “Not one size fits He is the author of the all” theory Discover why traditional forecasting is best selling book, “Best obsolete Develop forecasting methods right for Practices in Planning and your organization Requirements of a Credible Forecast Recognize key business drivers in the Performance Management” forecasting process Recognize the purpose and use of and is a noted speaker the forecast having delivered keynote Characterize an accurate forecast speeches in more than Harness forecasting in today’s uncertain 4:30 and volatile world 30 countries over the Day One Adjourns last two years. Prior to his current role as an 12:00 advisor and consultant to Lunch Break a number of organizations he completed a one-year assignment as Head of Corporate Planning at Bank of America during 2003/4 Who Should Attend: where he was charged with a fundamental redesign of CFOs Forecasting Analysts the bank’s planning and VPs of Finance Financial Analysts forecasting processes. Controllers Budgeting Directors Directors and Managers of Finance Financial and Management Accountants Page 2
  3. 3. Day Two August 6, 2009 Rolling Forecasts 2009 “Comprehensive 8:30 1:00 Continental Breakfast Training Continues knowledge and Make the Case for Change experience are Benchmark your forecast process 9:00 Sell change to senior management Rolling Forecast Training Begins well linked and Build your business case for rolling forecasts Create Forecasts presented.” Construct a credible forecast Lead a Successful Implementation Grace Kwong, Manage forecast accuracy Dominon Electric Supply Co. Identify alternative implementation Make accurate and informed decisions approaches Enhance the role of technology Integrate Forecasts into the Measure and sustain change Management Process Replace the budget with the forecast Integrate strategic planning, risk management and reporting into 4:30 forecasting Conference Adjourns Assess implications with incentive compensation 12:00 Lunch Break 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 Page 3
  4. 4. Logistics & Registration Rolling Forecasts 2009 Venue and Hotel Registration Form Rolling Forecasts 2009 will be held at The Performance Institute Training Center in Arlington, VA. A public parking garage is located inside of the building for To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit $10/day. A complimentary breakfast, lunch and refreshments will be provided each day. Conference Address: Yes! Register me for Rolling Forecasts 2009 Please call me. I am interested in a special Group Discount for my team The Performance Institute Training Center 1515 N. Courthouse Rd. Suite 600 Delegate Information Arlington, VA 22201 703-894-0920 Name Title A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $165.00 until July 4th, 2009. Please call the Organization Dept. hotel 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. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also City State Zip available for your convenience. Arlington Rosslyn Courtyard by Marriott Telephone Fax 1533 Clarendon Blvd. Arlington, VA 22209 Phone: 703-528-2222 Email Hotel and travel costs are not included in the Payment Information conference tuition. Check Purchase Order / Training Form Credit Card Tuition & Group Discounts Credit Card Number Expiration Date The tuition rate for attending Rolling Forecasts 2009 is: Early Bird Regular Rate Name on Card Verification no. Billing Zip $1699 $1799 Conference Please make checks payable to: The Performance Institute Priority Code: B278-WEB *For the Early Bird Rate, Register by April 8, 2009 For more information on group discounts for Rolling Cancellation Policy Forecasts 2009 please contact Paul Rogers at dissatisfied with your learning experience and wish to request a credit For live events: ASMI will provide a full refund less $399 administration 858-866-9386 or at or refund, please submit it in writing no later than 10 business days fee for cancellations four weeks before the event. If cancellation after the end of the training to: ASMI: Quality Assurance, 1515 N. occurs within two weeks prior to conference start date, no refund will Courthouse Road, Suite 600, Arlington, VA 22201 be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. Note: As speakers are confirmed six months before the event, some CPE Credits speaker changes or topic changes may occur in the program. ASMI All the cancellation requests need to be made online. Your is not responsible for speaker changes, but will work to ensure a confirmation email contains links to modify or cancel registrations. Delivery Method: Group-live comparable speaker is located to participate in the program. Please note that the cancellation is not final until you receive a written Program Level: Beginner confirmation. If for any reason ASMI decides to cancel this conference, ASMI Prerequisites: None accepts no responsibility for covering airfare, hotel or other costs Payment must be secured prior to the conference. If payment is not Advanced Preparation: None incurred by registrants, including delegates, sponsors and guests. received by the conference start date, a method of payment must CPE Credits: 13 be presented at the time of registration in order to guarantee your The American Strategic Management Institute (ASMI) is registered with Discounts participation at the event. the National Association of State Boards of Accountancy (NASBA) as a • All ‘Early Bird’ Discounts must require payment at time of registration sponsor of continuing professional education on the National Registry and before the cut-off date in order to receive any discount. Quality Assurance of CPE Sponsors. State boards of accountancy have final authority • Any discounts offered whether by ASMI (including team discounts) ASMI strives to provide you with the most productive and effective on the acceptance of individual courses for CPE credit. Complaints must also require payment at the time of registration. educational experience possible. If after completing the course you regarding sponsors may be addressed to the National Registry of • All discount offers cannot be combined with any other offer. feel there is some way we can improve, please write your comments CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. • Discounts cannot be applied retroactively on the evaluation form provided upon your arrival. Should you feel Website: