August 5–6, 2009
  Washington, DC

       Earn 13
    CPE Credits

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

Rolling Forecasts 2009

           About the Trainer:       ...
Day Two
August 6, 2009

                                                                                     Rolling Forec...
Logistics & Registration

Rolling Forecasts 2009

Venue and Hotel
Rolling Forecasts 2009 will be held at The Performance
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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 About the Trainer: 8:30 1:00 Registration and Continental Breakfast Training Continues Lawrence Maisel Larry is a founding partner of The Rise of the Rolling Forecast DecisionVu. He is a seasoned Define a rolling forecast 9:00 business executive that has Advocate the rationale for the Rolling Forecast Training Begins successfully demonstrated rolling forecast abilities to provide Forecasting – Why Bother? Identify different types of rolling forecasts leadership in Strategy and Understand the role of the forecast in the Financial Management, and management process Design an Effective Forecast Information Technology with Learn the evolution of the forecast Understand the “Not one size fits numerous experiences in Discover why traditional forecasting is all” theory obsolete Develop forecasting methods right for Financial Services, Insurance, your organization Communications and Requirements of a Credible Forecast Recognize key business drivers in the Media, Pharmaceuticals, and Recognize the purpose and use of forecasting process Consumer Products industries the forecast where he has developed Characterize an accurate forecast business strategies, managed Harness forecasting in today’s uncertain and improved business 4:30 and volatile world Day One Adjourns performance, implemented business systems, and designed solutions to increase 12:00 operating performance and Lunch Break shareholder value. He has assisted numerous clients and senior level executives to design and implement in depth performance management Who Should Attend: systems including Balanced Scorecards for corporate CFOs Forecasting Analysts and operating business units VPs of Finance Financial Analysts as well as designing and improving processes and Controllers Budgeting Directors systems for business reporting Directors and Managers of Finance Financial and Management Accountants and analysis and planning, budgeting, and forecasting. Page 2
  3. 3. Day Two August 6, 2009 Rolling Forecasts 2009 8:30 Continental Breakfast 1:00 Training Continues “Comprehensive knowledge and Make the Case for Change 9:00 Benchmark your forecast process experience are Rolling Forecast Training Begins Sell change to senior management Build your business case for rolling well linked and Create Forecasts forecasts presented.” Construct a credible forecast Manage forecast accuracy Lead a Successful Implementation Grace Kwong, Make accurate and informed decisions Identify alternative implementation Dominon Electric Supply Co. approaches Integrate Forecasts into the Enhance the role of technology Management Process Measure and sustain change 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 Rolling Forecasts 2009 will be held at The Performance Institute Training Center in Arlington, VA. A public Registration Form parking garage is located inside of the building for $10/day. A complimentary breakfast, lunch and To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit refreshments will be provided each day. Conference Address: Yes! Register me for Rolling Forecasts 2009 The Performance Institute Training Center Please call me. I am interested in a special Group Discount for my team 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 Conference $1699 $1799 Please make checks payable to: The Performance Institute *For the Early Bird Rate, Register by April 8, 2009 Priority Code: B278-WEB For more information on group discounts for Rolling Forecasts 2009 please contact Paul Rogers Cancellation Policy at 858-866-9386 or email him at For live events: ASMI will provide a full refund less $399 administration dissatisfied with your learning experience and wish to request a credit fee for cancellations four weeks before the event. If cancellation or refund, please submit it in writing no later than 10 business days occurs within two weeks prior to conference start date, no refund will after the end of the training to: ASMI: Quality Assurance, 1515 N. be issued. Registrants who fail to attend and do not cancel prior to Courthouse Road, Suite 600, Arlington, VA 22201 the event will be charged the entire registration fee. Note: As speakers are confirmed six months before the event, some CPE Credits All the cancellation requests need to be made online. Your speaker changes or topic changes may occur in the program. ASMI Delivery Method: Group-live confirmation email contains links to modify or cancel registrations. is not responsible for speaker changes, but will work to ensure a Please note that the cancellation is not final until you receive a written comparable speaker is located to participate in the program. Program Level: Beginner confirmation. Prerequisites: None If for any reason ASMI decides to cancel this conference, ASMI Payment must be secured prior to the conference. If payment is not accepts no responsibility for covering airfare, hotel or other costs Advanced Preparation: None received by the conference start date, a method of payment must incurred by registrants, including delegates, sponsors and guests. CPE Credits: 13 be presented at the time of registration in order to guarantee your The American Strategic Management Institute (ASMI) is registered with participation at the event. Discounts 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 Quality Assurance and before the cut-off date in order to receive any discount. of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints ASMI strives to provide you with the most productive and effective • Any discounts offered whether by ASMI (including team discounts) regarding sponsors may be addressed to the National Registry of educational experience possible. If after completing the course you must also require payment at the time of registration. CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. feel there is some way we can improve, please write your comments • All discount offers cannot be combined with any other offer. Website: on the evaluation form provided upon your arrival. Should you feel • Discounts cannot be applied retroactively