1. September 28-29, 2009
Philadelphia, PA
Budgeting &
Optional Post-Conference
Workshops : September 30, 2009
Forecasting
Masters 2009
Implement Resource Allocation
to Drive Strategy
You Will Learn to:
Structure Your Forecasts to Reduce Risk and Improve
Organizational Stability
Address risk, speculation and future objectives with a
structured forecast
Create Accurate Forecasts from Imprecise Data
Overcome data generation errors and maintain forecast accuracy
Utilize Balanced Scorecard Techniques for Improved Budgets
Implement a better approach to budgeting using a Balanced
Scorecard framework
Increase Flexibility with Driver-Based Budgeting
Identify and focus on leading indicators to pinpoint the key issues that
influence your budget
Earn up to 15 CPE Credits
In Association with:
Establish and Execute Cutting-Edge Methods and Measures to Increase Performance in
Budgeting and Forecasting www.ASMIweb.com/Budgeting

2. Day One
Monday, September 28, 2009
Budgeting & Forecasting 2009
8:30
“Great Ideas Conference Registration and Continental Breakfast
and suggestions
9:00
for improving Getting to Know You: Attendee Introductions
overall 9:15
Keynote Address:
processes.” Streamline Finance Operations in an Uncertain Economy
Tammy Morita, VP Corporate Budgeting and forecasting tools have evolved into valuable resources that can be used to
Finance, Alliance Imaging 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 streamlining a budgeting and forecasting process in the midst of
economic 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
10:30
Break and Refreshments
Top Five Reasons to Attend:
1. Overcome challenges in forecasting due to an uncertain economy
2. Apply Balanced Scorecard techniques to your budgeting process
3. Incorporate driver-based budgeting to imporve accuracy
4. Streamline your forecasting methods to enhance quality
5. Implement forecasting techniques to assess risk
ASMIweb.com/Budgeting
Page 2

3. Day One, Continued
Monday, September 28, 2009
Budgeting & Forecasting 2009
10:45
Develop Good Forecasts from Bad Data “Provided great
Learn how to create accurate forecasts with less-than-perfect data
Understand common challenges such as data collection problems
examples
and data storage issues
Develop strategies to reduce the likelihood of bad data being generated
of practical
forecasting
12:15 and answered
Lunch Break
some important
1:00 questions
Use Driver-Based Budgeting to Increase Flexibility
Understand the differences between traditional vs. driver-based budgeting regarding
Learn how to develop a driver-based budget to improve accuracy
Discover how driver-based budgeting provides valuable business insight data use.”
Dave Jochnau
2:15 Director,of Corporate Planning and
Analysis, PSC Corporation
Break and Refreshments
Who Should Attend
CFOs, VPs Forecasting Analysts
Controllers Financial Analysts
Directors of Finance Budgeting Directors
....and anyone involved with budgeting and forecasting
ASMIweb.com/Budgeting
Page 3

4. Day Two,
Tuesday, September 29, 2009
Budgeting & Forecasting 2009
Develop and 8:30
Conference Registration and Continental Breakfast
Manage an 9:00
Keynote Address:
Effective Structured Forecasting for Organizational Stability
Forecasting plays a critical role in many aspects of financial decisions. Firms can use their
Forecasting forecasting resources for financial speculations, financial risk management, and creating
portfolio management. Accurate forecasting can help set future objectives and guide
Strategy that future outcomes. Understand the forecasting model and how it has been proven beneficial
in he long run.
Understand the basics of forecasting and its hurdles
Aligns with Develop structure and tools for putting into place a viable forecasting system
Reduce forecasting error through efficiency and accuracy
Organizational
Goals 10:30
Break & Refreshment
10:45
Risk Reduction: Use Analysis to Assess Forecast Uncertainty
Use various forecasting techniques to assess the risk and investment worth of assets
Utilize risk-return to make strategic decisions and protect shareholder value
Understand the importance of accounting risk factors into your forecasting
12:15
Lunch Break
Sponsorship Opportunites
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 Luncheon Sponsor
Session Sponsor Exhibit Booth Sponsor
For more information on sponsorships or to get started, contact Paul Rogers
at 858-866-9386 or Rogers@Managementweb.org
ASMIweb.com/Budgeting
Page 4

5. Day Two, Continued
Tuesday, September 29, 2009
Budgeting & Forecasting 2009
1:00
Drive Strategy through Disciplined Resource Allocation
“Very good
Hear how resource allocation drives organizational strategy
content. Good
Examine how resource allocation should be managed
Discuss implications of better resource allocation on organizational performance example of tools
2:30 I would like to
Break and Refreshments
see used at my
2:45 company.”
Application Session: Streamline Your Organization’s Forecasting Process
During this application session, learn how to improve the quality and timeliness of your Nina Payakniti,
Finance Manager, Source
forecasting and reporting process. Identify ways to stay on pace and up-to-date with your Refrigeration & HVAC, Inc
organization’s operations to improve forecast accuracy, reduce wasteful costs, and
develop better decision making processes.
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
4:00
Conference Adjourns
ASMIweb.com/Budgeting
Page 5

6. Day Three,
Wednesday, September 30, 2009
Budgeting and Forcasting 2009
8:30
Increase Workshop Registration and Continental Breakfast
Performance and
9:00
Improve Your Morning Workshop: Transition from a Traditional to Rolling Forecast
Advocating for the “right fit” rolling forecast for your organization can lead to better
organizational development. Defining the benefits of a rolling forecast and understanding
Bottom Line which type best fits your organization, is an important pre-implementation step. Feel
comfortable with rolling forecasts and recognize how business drivers are important in
with Valuable the forecasting process. In this workshop you will gain the tools to:
Discover the different methods that can be used with rolling forecasts
Budgeting and Showcase rolling forecasts as a useful tool for further fueling goals and performance
Find ways to perform a company-wide initiative on the new budgeting process
Forecasting
12:00
Techniques Lunch Break
1:00
Afternoon Workshop: Model and Forecast Key Business Drivers
Being able to forecast financial information over time will help your organization identify
previously unseen trends and predict fluctuations. With the right tools, key business
drivers such as market conditions, performance measurements, customer demographics
and marketing activities can be tracked to help uncover these trends and to recognize
what to look for. Developing measurements 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:
Identify the key business drivers that link to financial measures
Define and test linkages of drivers to measures of financial and business performance
Layer forecast elements and scenarios for effective modeling
Track forecast submissions to improve accuracy over time
Align forecasts, plans and actual results in an actionable framework
4:00
Workshop Adjourns
ASMIweb.com/Budgeting
Page 6

7. In-House Training
Budgeting & Forcasting 2009
One of the more popular vehicles for accessing The American Strategic Management
Institute’s (ASMI) 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 Institute will create an intimate training atmosphere that
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,
ASMI’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, ASMI 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
Performance Measurement
Project Management
Lean Six Sigma
Workforce Management
Budgeting and Forecasting
Contracting
Performance Reporting
Program Evaluation
Administrative Management
Change Management
Balanced Scorecard
For more information about in-house training options available to you, please contact
Blake Humble at 858-866-9352 or email him at Humble@managementweb.org
ASMIweb.com/Budgeting
Page 7

8. Logistics & Registration
Budgeting & Forecasting 2009
Venue and Hotel Registration Form
Budgeting & Forecasting Masters 2009 will be held at The
Radisson Plaza – Warwick Hotel. A continental breakfast, lunch, To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or
and refreshments will be provided each day of the event. Visit www.ASMIweb.com/Budgeting
Conference Address: Yes! Register me for Budgeting & Forecasting 2009
Radisson Plaza-Warwick Hotel Philadelphia
1701 Locust Street Philadelphia, PA 19103 Add a Post-Conference Workshop: (choose)
Telephone: (215) 735-6000 Fax: (215) 789-6105 Morning Workshop: Transition from a Traditional to Rolling Forecast
www.radisson.com/philadelphiapa Afternoon Workshop: Model and Forecast Key Business Drivers
Please call me. I am interested in a special Group Discount for my team
A limited number of rooms have been reserved at the Radisson Plaza
– Warwick Hotel at the prevailing per diem rate of $145 until August 28, Delegate Information
2009. Please call the hotel directly and reference code “BFM”
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 and Forecasting Address
2009 is as follows:
Early Bird Rate* Regular Rate City
Conference Only $ 1,699 $1,799
Post Conference $199/workshop $199/workshop State Zip
Workshops
For more information on group discounts for Budgeting and Telephone Fax
Forecasting 2009 please contact Paul Rogers at 858-866-9386 or
email him at Rogers@ManagementWeb.org
Email
Payment Information
CPE Credits Check Purchase Order / Training Form Credit Card
Delivery Method: Group-live
Program Level: Beginner
Prerequisites: None
Credit Card Number
Advanced Prep: None
CPE Credits: Earm up to 15 CPE Credits
Expiration Date Verification no.
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
accountancy have final authority on the acceptance of individual courses or CPE credit.
Name on Card Billing Zip
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 B280-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