This document provides an agenda and details for the "Budgeting & Forecasting 2009" conference to be held on June 17-19, 2009 in Chicago, IL. The conference will focus on establishing and executing cutting-edge budgeting and forecasting methods, and will provide up to 18 CPE credits. It will include keynote addresses and sessions on topics like rolling forecasts, driver-based budgeting, and risk analysis. Optional post-conference workshops on June 19th will allow hands-on application of techniques presented at the event. The document provides logistical details on registration, venues, CPE credits, and cancellation policies.

1. June 17–18, 2009
Chicago, IL
Optional Post-Conference
Workshops June 19, 2009
Earn up to 18 Establish and Execute Cutting-Edge
CPE Credits Methods and Measures to Increase
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. 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
Cindy Jutras
Vice President and Research Fellow
The Aberdeen Group
9:30
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
Bob Paladino, CPA
Managing Partner, Bob Paladino & Associates, LLC
10:45
Break & Refreshments
Who Should Attend:
CFOs Forecasting Analysts
VPs of Finance Financial Analysts
Controllers Budgeting Directors
Directors of Finance … and anyone involved with budgeting
and forecasting!
ASMIweb.com/Budgeting
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3. Day One, Continued
June 17, 2009
Budgeting & Forecasting 2009
11:00 Identify Key
Drive Strategy through Disciplined Resource Allocation
Hear how resource allocation drives organizational strategy Business Drivers
Examine how resource allocation should be managed
Discuss implications of better resource allocation on organizational performance
for Improved
Forecasting
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
Bob Paladino, CPA
Managing Partner, Bob Paladino & Associates, LLC
2:30
Break & Refreshments
2:45
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
Todd A. Richardson, CPA
Manager of Budget and Reimbursement
Community Mercy Health Partners
4:00
Adjourn
ASMIweb.com/Budgeting
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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
Jean Nitchals
Senior Fellow
The American Strategic Management Institute
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
12:15
Lunch
ASMIweb.com/Budgeting
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5. Day Two, Continued
June 18, 2009
Budgeting & Forecasting 2009
1:15
Incorporate
Perform a Risk Analysis to Assess and Mitigate Forecast Uncertainty
Use various forecasting techniques to assess the risk and investment worth of assets Balanced
Utilize risk-return to make strategic decisions and protect shareholder value
Understand the importance of accounting risk factors into your forecasting
Scorecard
Terrence Hobdy
Senior Managing Consultant
Strategies for
IBM Improved Results
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
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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
Model and Forecast Key Business Drivers
and review tools, Being able to forecast financial information over time will help your organization identify previously
techniques and methods unseen trends and predict fluctuations. With the right tools, key business drivers such as market
conditions, performance measurements, customer demographics and marketing activities can
presented during the be tracked to help uncover these trends and to recognize what to look for. Developing measure-
event. Participants ments and metrics for various business factors can be incorporated into your forecasting models
for improving results. In this dynamic, hands-on workshop, you will gain information on how to:
will obtain a further
Identify the key business drivers that link to financial measures
understanding of how to Define and test linkages of drivers to measures of financial and business performance
Layer forecast elements and scenarios for effective modeling
use newly acquired tools
Track forecast submissions to improve accuracy over time
and cutting-edge strategies Align forecasts, plans and actual results in an actionable framework
to improve strategic Mitch Max, Managing Partner, DecisionVu LP
planning and financial 12:00
management performance. Lunch Break/Workshop A Adjourns/Workshop B Registration
Through group exercises 1:00
and scenario-based Post-Conference Workshop B
Transition from a Traditional to a Rolling Forecast
learning, you’ll walk away
Whether you’re already using rolling forecasts, thinking about changing over or just curious about
with the expertise and the process, you likely want the answer to this question: How do the best do it? What mistakes do
they avoid and what practices do they follow that help them use rolling forecasts to grow profits
resources needed for
and improve the effectiveness of their management teams? This program will outline these critical
immediate and practical dos and don’ts and show you how leading companies like American Express and Time Warner
Telecom get it done. You’ll get an inside look at how these top performers have successfully used
application. Enrollment
rolling forecasts to make the leap to advanced continuous planning -- and you’ll learn about the
space is limited, so best practices that keep them in front of their competition. The session will cover:
register today to reserve Why “forecasting to the wall” can critically undermine the value of your continuous planning efforts
How to separate forecasting from target setting – and why forecasts must reflect what is likely to happen, not
your place. what you want to happen
Why insisting on “forecast accuracy” is a dangerous trap
When to rely on Excel spreadsheets and when to toss them out the window
How to focus on critical drivers and avoid getting bogged down in excessive detail
Why to use unique time horizons for different planning questions
Why it’s essential that you match your forecasts to your “ability to see”
How scenario playing will help you rapidly respond to new opportunities and emerging threats
Steve Player, Program Director, BBRT North America, CEO of The Player Group
4:00
Post-Conference Workshop B Adjourns
ASMIweb.com/Budgeting
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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 training 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
Strategic 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 projects 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
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8. Logistics & Registration
Special Offerings
Budgeting & Forecasting 2009
Venue and Hotel
Budgeting & Forecasting 2009 will be held at the Hilton Suites, in
Registration Form
Chicago, IL. A continental breakfast, lunch, and refreshments will be
provided each day of the event. To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or
Hilton Suites
Visit www.ASMIweb.com/Budgeting
198 East Delaware Place
Chicago, IL 60611 Yes! Register me for Budgeting & Forecasting 2009
312-664-1100 Add the Post-Conference Workshop A
Add the Post-Conference Workshop B
A limited number of rooms have been reserved at the Hilton Suites at Please call me. I am interested in a special Group Discount for my team
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
CPE Credits Check Purchase Order / Training Form Credit Card
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
professional education on the National Registry of CPE Sponsors. State boards of Name on Card Billing Zip
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
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Please make checks payable to: The Performance Institute
Priority Code: B274-WEB
Cancellation Policy Quality Assurance
For live events: ASMI will provide a full refund less $399 administration ASMI strives to provide you with the most productive and effective is not responsible for speaker changes, but will work to ensure a
fee for cancellations four weeks before the event. If cancellation occurs educational experience possible. If after completing the course you comparable speaker is located to participate in the program.
within two weeks prior to conference start date, no refund will be issued. feel there is some way we can improve, please write your comments If for any reason ASMI decides to cancel this conference, ASMI
Registrants who fail to attend and do not cancel prior to the event will be on the evaluation form provided upon your arrival. Should you feel accepts no responsibility for covering airfare, hotel or other costs
charged the entire registration fee. dissatisfied with your learning experience and wish to request a credit 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
after the end of the training to: Discounts
email contains links to modify or cancel registrations. Please note that
• All ‘Early Bird’ Discounts must require payment at time of registration
the cancellation is not final until you receive a written confirmation. ASMI: Quality Assurance
and before the cut-off date in order to receive any discount.
1515 N. Courthouse Road, Suite 600
Payment must be secured prior to the conference. If payment is not • Any discounts offered whether by ASMI (including team discounts)
Arlington, VA 22201
received by the conference start date, a method of payment must must also require payment at the time of registration.
be presented at the time of registration in order to guarantee your Note: As speakers are confirmed six months before the event, some • All discount offers cannot be combined with any other offer.
participation at the event. speaker changes or topic changes may occur in the program. ASMI • Discounts cannot be applied retroactively