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  1. 1. Rolling Forecast 2009 Rolling Forecasts 2009 Earn up to 13 Develop and Implement a Rolling Forecast CPE Credits to Improve Relevance, Understand Risk and Increase Profitability Provide December 14 - 15, 2009 | Arlington, VA Management You Will Learn to: with Design an Effective Rolling Forecast to Drive Financial Performance Insightful Identify key business drivers that will meet your organization’s forecasting needs Forecasting Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy Interpret and improve financial data to improve accuracy and projected outcomes Analysis to Align and Integrate Rolling Forecasts into Your Strategic Plan Support Your Close the gap between the strategic plan and the operational budget Key Business Manage the Transition to Rolling Forecasts for Added Flexibility Decisions Create and manage accurate forecasts that assess risk and increase revenue in today’s changing marketplace In Association with: www.ASMIweb.com/Rolling 1 www.ASMIweb.com
  2. 2. day one Rolling Forecast 2009 December 14, 2009 About the Presenter: 8:30 Registration & Continental Breakfast David A. J. Axson 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role of the forecast in the management process Learn the evolution of the forecast Discover why traditional forecasting is obsolete Requirements of a Credible Forecast Recognize the purpose and use of the forecast David Axson is President of the Sonax Characterize an accurate forecast Group a business consulting and research Harness forecasting in today’s uncertain and volatile world firm. He specializes in the areas of strategy 12:00 development, performance management Lunch Break and IT. His second book “Best Practices in 1: 00 Planning and Performance Management” Training Continues was published by John Wiley in 2007. The Rise of the Rolling Forecast He is a well-regarded speaker having served Define a rolling forecast as a keynote speaker for conferences in over Advocate the rationale for the rolling forecast thirty countries. David was a cofounder of Identify different types of rolling forecasts The Hackett Group and was responsible for developing a number of the firm’s market- Design an Effective Forecast Understand the “Not one size fits all” theory leading benchmarks during his eleven Develop forecasting methods right for your organization years with the firm. He also served as Head Recognize key business drivers in the forecasting process of Corporate Planning at Bank of America. Prior to moving to the United States in 4:30 1991, David was affiliated with A.T. Kearney, Day One Adjourns Deloitte, Haskins & Sells, and Lloyds Bank in London, England. He lives with his wife and two children in Bath, Ohio. who should attend: Further information can be found at CFOs Forecasting Analysts www.davidaxson.com VPs of Finance Financial Analysts Controllers Budgeting Directors Directors and Managers Financial and of Finance Management Accountants 2 www.ASMIweb.com/Rolling
  3. 3. day two Rolling Forecast 2009 December 15, 2009 8:30 Sponsorship Continental Breakfast Opportunities 9:00 As a conference and training provider, The Rolling Forecast Training Begins American Strategic Management Institute is an expert in bringing together leaders to share Create Forecasts and discuss best practices and innovations. Construct a credible forecast We connect decision-makers with respected Manage forecast accuracy solution providers. Make accurate and informed decisions ASMI offers four different pre-designed Integrate Forecasts into the Management Process sponsorship packages: Replace the budget with the forecast Event Co-Sponsor Integrate strategic planning, risk management and reporting into forecasting Session Sponsor Assess implications with incentive compensation Luncheon Sponsor 12:00 Exhibit Booth Sponsor Lunch Break 1:00 Training Continues For more information on sponsorships or to get started, contact Blake Humble at Make the Case for Change 858-866-9352 or Blake.Humble@ASMIweb.com 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 Training Adjourns top five reasons to attend: Align your Implement key Design an Understand Improve your rolling forecast business drivers accurate rolling which measures forecasting to your into the rolling forecast for your and metrics are accuracy strategic plan forecast process company worth monitoring www.ASMIweb.com/Rolling 3
  4. 4. Venue and Hotel: CPE Credits Rolling Forecast 2009 will be held at the Performance Institute’s Delivery Method: Group-live Training Center in Arlington, VA, just one block east of the Program Level: Beginner Courthouse stop on the Orange Line of the DC Metro. A public Prerequisites: None parking garage is located inside of the building for $10/day. Advanced Preparation: None Continental breakfast, refreshments and lunch will be provided for CPE Credits: 13 delegates on each day. The American Strategic Management Institute (ASMI) is registered with the The Performance Institute Training Center National Association of State Boards of Accountancy (NASBA) as a sponsor of 1515 N. Courthouse Rd., Suite 600, Arlington, VA 22201 continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual 703-894-0920 courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219- A limited number of rooms have been reserved at the Arlington 2417. Website: www.nasba.org Rosslyn Courtyard by Marriott at the prevailing rate of $209.00 until November 14, 2009. Please call the hotel directly and reference code “Rolling Forecast” when making reservations to get the Tuition: discounted rate. The hotel is conveniently located three blocks The tuition rate for attending the Rolling Forecasts 2009 from the Rosslyn Metro station. Please ask the hotel about a is $1799 complimentary shuttle that is also available for your convenience. Arlington Rosslyn Courtyard by Marriott Group Discounts: 1533 Clarendon Blvd., Arlington, VA 22209 For the Early Bird Rate or more information on group Phone: 703-528-2222 / 1-800-321-2211 discounts, please contact Paul Rogers at 858-866-9386 or www.courtyardarlingtonrosslyn.com email him at Paul.Rogers@ASMIWeb.com. to register Visit Call Fax this Form to www.ASMIweb.com/Rolling 877-992-9522 866-234-0680 Cancellations Registration Form For live events: ASMI will provide a full refund less $399 administration fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference 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 Yes! Register me for Rolling Forecast 2009 fee. Please call me. I am interested in a special Group Discount for my team For webinars: ASMI will provide a full refund less $50 administrative fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the meeting will be charged the entire Delegate Information registration fee. All the cancellation requests need to be made online. Your confirmation email contains links to modify or cancel registrations. Please note that the cancellation is Name Title not final until you receive a written confirmation. Payment must be secured prior to the conference. If 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 at the event. Organization Dept. Quality Assurance ASMI strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we Address can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to: City State Zip ASMI Corporate Headquarters: Quality Assurance 805 15th Street NW, 3rd Floor Washington, DC 20005 Telephone Fax Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. Email If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Payment Information Please make checks payable to: The Performance Institute Check Purchase Order / Training Form Credit Card Discounts • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. Credit Card Number Expiration Date Verification no. • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively Name on Card Billing Zip Please make checks payable to: The Performance Institute Priority Code: B319-WEB www.ASMIweb.com/Rolling 4