This two-day training event will teach attendees how to develop and implement effective rolling forecasts to improve financial performance and accuracy. Attendees will learn how to design rolling forecasts that identify key business drivers, trends, and risks. They will also learn how to integrate rolling forecasts into strategic planning and use forecasts to improve decision making. The training will be held in Washington D.C. on August 5-6, 2009 and offers 13 CPE credits to attendees.

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
www.ASMIweb.com/Forecasts

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.
ASMIweb.com/Forecasts
Page 2

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
ASMIweb.com/Forecasts
Page 3

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. www.ASMIweb.com/Forecasts
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
www.courtyardarlingtonrosslyn.com
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
PRogers@ManagementWeb.org. 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: www.nasba.org. on the evaluation form provided upon your arrival. Should you feel • Discounts cannot be applied retroactively