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October 14-15, 2009
        San Diego, CA

             Earn 13
          CPE Credits

Day One
                                 October 14, 2009

Rolling Forecasts 2009

About the Trainer:               8:30 ...
Day Two
October 15, 2009

Logistics & Registration

Rolling Forecasts 2009

Venue and Hotel                                                        ...
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  1. 1. October 14-15, 2009 San Diego, CA 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 Lead a Successful Rolling Forecast Implementation Learn how to get an up-to-date forecast at the end of every business day In Association with: Understand How to Use a Rolling Forecast to Make Clearer Financial Decisions in Turbulent Times
  2. 2. Day One October 14, 2009 Rolling Forecasts 2009 About the Trainer: 8:30 1:00 Registration and Continental Breakfast David A. J. Axson The Rise of the Rolling Forecast President, Sonax Group Understand the relationship between key business drivers and financial results David Axson 9:00 Reduce the pain associated with specializes in the tradititional budgeting processes Forecasting – Why Bother? areas of strategy Create driver-based relationships to Understand the role of the forecast in the development, management process measure and adjust targets on an performance management ongoing basis Learn the difference between planning and IT. His second and forecasting book “Best Practices in Design an Effective Forecast Utilize forecasting to make better financial Planning and Performance decisions about the future Understand five categories of drivers: external, economic, business volumes, Management” was published services model, efficiency programs by John Wiley in 2007. Understand the Requirements of a Develop an appropriate cost model and Credible Forecast identify the key drivers of cost David was a cofounder of Determine the resources needed to fulfill Use KPIs and performance measures to organizational objectives The Hackett Group and was create your rolling forecast Plan the activities needed to produce responsible for developing a outputs and deliver customer expectations number of the firm’s market- Communicate the important assumptions leading benchmarks during and changes needed to achieve business 4:30 his eleven years with the firm. plans and market objectives Day One Adjourns He also served as Head of Corporate Planning at Bank of America. Prior to moving 12:00 to the United States in 1991, Lunch Break David was affiliated with A.T. Kearney, Deloitte, Haskins & Sells, and Lloyds Bank in London, England. He lives Who Should Attend: with his wife and two children in Bath, Ohio. CFOs Forecasting Analysts VPs of Finance Financial Analysts Further information Controllers Budgeting Directors can be found at Directors and Managers of Finance Financial and Management Accountants Page 2
  3. 3. Day Two October 15, 2009 Rolling Forecasts 2009 8:30 12:00 Continental Breakfast Lunch Break Problems with Traditional 9:00 1:00 Budgeting Implement a Rolling Forecast Make the Case for Change Processes: Create a system focused on performance Understand the major drivers of change drivers and strategic outcomes 1. Cost is siginificant Learn how to “sell” the forecasting Standardize a bottom-up forecast process process to senior management 2. Cycle time is too long to manage accuracy Maintain momentum with daily progress Replace your monthly budget with a more reports to show the validity of the data 3. Data is not relevant up-to-date monthly target 4. The process is rigid Lead a Successful Implementation Integrate Forecasts into the Develop a formula-based model that is Management Process based upon historical and current trends Develop an adaptive performance Analyze the relationships between management framework changes in key volume measures of Link strategy with performance and close your organization performance gaps Learn how to manage expectations, Understand which measures and metrics communicate drivers of variability and are worth reporting manage accountability Integrate strategic planning, risk management and reporting into forecasting 4:30 Conference Adjourns 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 Crowne Plaza San Diego in San Diego, CA. A complimentary To Register, call 877-992-9522, Fax this Form to: 866-234-0680 or Visit breakfast, lunch and refreshments will be provided each day. Venu and Hotel Address: Yes! Register me for Rolling Forecasts 2009 Crowne Plaza San Diego Please call me. I am interested in a special Group Discount for my team 2270 Hotel Circle North San Diego, CA 92108 Delegate Information Tel: 888-233-9527 Fax: 619-297-6049 Name Title A limited number of rooms have been reserved at the Crowne Plaza San Diego at the prevailing rate of $137.00 until September 22, 2009. Please call the hotel Organization Dept. 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. Hotel and travel costs are not included in the City State Zip conference tuition. Tuition & Group Discounts Telephone Fax The tuition rate for attending Rolling Forecasts 2009 is: Early Bird Regular Rate Email Conference * $1799 *For more information on the Early Bird Rate or group Payment Information discounts for Rolling Forecasts 2009 please contact Check Purchase Order / Training Form Credit Card Paul Rogers at 858-866-9386 or email him at Credit Card Number Expiration Date CPE Credits Delivery Method: Group-live Name on Card Verification no. Billing Zip Program Level: Beginner Prerequisites: None Please make checks payable to: The Performance Institute Advanced Preparation: None Priority Code: B286-WEB CPE Credits: 13 The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry Cancellation Policy of CPE Sponsors. State boards of accountancy have final authority For live events: ASMI will provide a full refund less $399 administration dissatisfied with your learning experience and wish to request a credit on the acceptance of individual courses for CPE credit. Complaints fee for cancellations four weeks before the event. If cancellation or refund, please submit it in writing no later than 10 business days regarding sponsors may be addressed to the National Registry of occurs within two weeks prior to conference start date, no refund will after the end of the training to: ASMI: Corporate Headquarters; CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. be issued. Registrants who fail to attend and do not cancel prior to 805 15th Street NW, 3rd Floor; Washington, D.C. 20005. Website: the event will be charged the entire registration fee. Note: As speakers are confirmed six months before the event, some All the cancellation requests need to be made online. Your speaker changes or topic changes may occur in the program. ASMI 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. Exhibiting & confirmation. Payment must be secured prior to the conference. If payment is not If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs Sponsorship received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your incurred by registrants, including delegates, sponsors and guests. participation at the event. Discounts To learn more about exhibiting and sponsorships • All ‘Early Bird’ Discounts must require payment at time of registration at Rolling Forecasts 2009, please call Quality Assurance and before the cut-off date in order to receive any discount. Blake Humble at 858-866-9352 or email him at ASMI strives to provide you with the most productive and effective • Any discounts offered whether by ASMI (including team discounts) educational experience possible. If after completing the course you must also require payment at the time of registration. feel there is some way we can improve, please write your comments • All discount offers cannot be combined with any other offer. on the evaluation form provided upon your arrival. Should you feel • Discounts cannot be applied retroactively