The document provides information about a two-day conference on developing and implementing rolling forecasts to improve financial performance. The conference will be held on October 14-15, 2009 in San Diego, CA and will provide 13 CPE credits. Attendees will learn how to design effective rolling forecasts, identify key business drivers, improve forecast accuracy, and align forecasts with strategic plans. Speakers will provide training on forecasting methods, measuring and sustaining changes, and leading successful implementations.

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
Manage the Transition to Rolling Forecasts for Added Flexibility
Create and manage accurate forecasts that assess risk and
increase revenue in today’s changing marketplace
In Association with:
Implement Rolling Forecasts to Improve Financial Accuracy and Performance
www.ASMIweb.com/Forecasts

2. Day One
October 14, 2009
Rolling Forecasts 2009
About the Trainer:
8:30 1:00
Lawrence Maisel, Registration and Continental Breakfast Training Continues
Managing Partner
The Rise of the Rolling Forecast
9:00 Define a rolling forecast
Larry is a founding partner
Rolling Forecast Training Begins Advocate the rationale for the
of DecisionVu. He has rolling forecast
assisted numerous clients Forecasting – Why Bother? Identify different types of rolling forecasts
and senior level executives Understand the role of the forecast in the
management process Design an Effective Forecast
to design and implement Learn the evolution of the forecast Understand the “Not one size fits
in depth performance Discover why traditional forecasting all” theory
management systems is obsolete Develop forecasting methods right for
your organization
including Balanced Requirements of a Credible Forecast Recognize key business drivers in the
Scorecards for corporate Recognize the purpose and use of forecasting process
and operating business the forecast
Characterize an accurate forecast
units as well as designing
Harness forecasting in today’s uncertain
and improving processes 4:30
and volatile world
Day One Adjourns
and systems for business
reporting and analysis and
planning, budgeting, and 12:00
Lunch Break
forecasting . He has spoken
at numerous business and
user conferences on a
variety of topics and is one
of the foremost leaders
in the area of Corporate Who Should Attend:
Performance Management
CFOs Forecasting Analysts
and IT Value Management.
VPs of Finance Financial Analysts
Controllers Budgeting Directors
Directors and Managers of Finance Financial and Management Accountants
ASMIweb.com/Forecasts
Page 2

3. Day Two
October 15, 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
well linked and
Create Forecasts rolling 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 Registration Form
Rolling Forecasts 2009 will be held at the Crowne
Plaza San Diego in San Diego, CA. A complimentary To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit
breakfast, lunch and refreshments will be provided
each day.
www.ASMIweb.com/Forecasts
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: 619-297-1101
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 *1699 $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
PRogers@ManagementWeb.org
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
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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: Quality Assurance, 1515 N.
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be issued. Registrants who fail to attend and do not cancel prior to Courthouse Road, Suite 600, Arlington, VA 22201
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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
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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 contact Jessica Quality Assurance and before the cut-off date in order to receive any discount.
Ward at 703-894-0920 x 215 or email her at ASMI strives to provide you with the most productive and effective • Any discounts offered whether by ASMI (including team discounts)
Ward@PerformanceWeb.org. 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