The document provides information about the "Balanced Scorecard 2009" conference, including details about sessions, speakers, locations, and registration. The conference focuses on helping attendees learn strategies to define, implement, and advance organizational goals through effective use of the Balanced Scorecard approach. Key topics include developing strategic initiatives, communicating performance, linking measures to employee performance, and identifying next steps after implementation. The conference includes workshops on December 7th and the main two-day event on December 8-9th in Arlington, VA.

1. Balanced Scorecard 2009
Earn up to 15 Define, Implement and Advance Strategy
CPE Credits to Achieve Organizational Goals
Achieve December 8 – 9, 2009 | Arlington, VA
Corporate Optional Pre-Conference Workshops: December 7, 2009
Buy-In with
You Will Learn to:
Effective
Streamline Strategic Planning with Strategy Mapping
Change Develop strategic initiatives to ensure smooth Balanced Scorecard execution
Management Communicate Balanced Scorecard Performance Effectively
Monitor progress to accurately report performance and improve decision
Strategies making capabilities
Link Balanced Scorecard Measures to Employee Performance
Identify measurable indicators based on job function for improved performance
Identify the Next Steps after Balanced Scorecard Implementation
Learn how to evaluate and modify Balanced Scorecard initiatives after the
initial implementation
In Association with:
www.ASMIweb.com/BSC
www.ASMIweb.com/BSC 1

2. pre-conference workshop
Balanced Scorecard 2009
December 7, 2009
Workshops are designed to be an interactive way for participants to learn the
latest management techniques in order to implement them in their workplace. The
workshops provide a platform to learn practical applications of current best practices.
8:30
Workshop Registration & Continental Breakfast
9:00
workshop a
Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a
Strategy-Aligned Balanced Scorecard
Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to
maximizing the execution of strategy. This workshop, including hands-on exercises that will help
you learn how to integrate proven BSC tools and techniques to achieve breakthrough results.
Learn the basics of Balanced Scorecard design and deployment while gaining insights into the
potential pitfalls and hurdles to successful implementation. Discover the best practices in the
latest BSC advancements to accelerate your results towards a strategy-aligned organization.
Develop a solid understanding of key BSC concepts and misconceptions
Learn how to use established tools and templates to help accelerate your results
Discover a roadmap for the journey to developing, deploying and cascading strategy maps
and scorecards
Bob Paladino
ASMI Senior Fellow
Founder, Bob Paladino and Associates
12:00
Lunch Break
1:00
workshop b
Business Intelligence Fundamentals: Implementing BI to Enable a Strategy-
Aligned Balanced Scorecard
This workshop is designed to help you understand the purpose and power of BSC and
BI alignment in supporting optimal business performance management. The workshop
will introduce you to the area of BI and will provide examples of how leading companies
have developed BI capabilities that have resulted in measurable business performance
improvement. Most importantly, this interactive session will provide you with the knowledge
you need to understand the relationships between the BSC and BI and how alignment can
provide opportunities to improve your current business performance management program.
Develop a solid understanding of key BI concepts and misconceptions
Support improved business performance with Business Intelligence
Understand the business risks of uncoordinated Balanced Scorecard and Business
Intelligence programs
Bill Collins
Director of Business Solutions
Decision Path
4:00
Workshops Adjourn
2 www.ASMIweb.com/BSC

3. day one
Balanced Scorecard 2009
December 8, 2009
8:30
Conference Registration & Continental Breakfast
9:00
keynote address
Create a Strategic Plan for Change Management
As a champion of Balanced Scorecard implementation, it’s important to develop a strategy that
will withstand resistance from employees and executives, and ensure a smooth transition into
enhanced process improvement practices. During this Keynote Address, you will learn to:
Understand the importance of change management when developing and implementing a
BSC system
Use change management strategies to assess workforce culture and readiness to change
Create a systematic plan for implementing change
10:00
Break & Refreshments
10:15
Use the BSC to Achieve Organizational Excellence
Learn the seven key components and the framework for achieving Organizataionl Excellence
Understand how the BSC contributes to Organizational Excellence
Assess your organization against Organizational Excellence criteria and factor the gaps into
your BSC build
Jeff Parks
Founder/President
Performance Breakthroughs, Inc.
12:15
Lunch Break
who should attend:
Chief Executive Officers Directors
Chief Operating Officers Program Analysts
Chief Financial Officers Budget Officers
www.ASMIweb.com/BSC 3

4. day one
Balanced Scorecard 2009
December 8, 2009
1:15
Develop Key Measures and Metrics for the Balanced Scorecard
Understand the difference between metrics and KPIs, and how to choose which metrics
should be published on a scorecard
Design useful measures for gauging business strategy and meaningful metrics for
tracking success
Leverage performance objectives to provide context that gives operational scorecards
more meaning
2:15
Break & Refreshments
2:30
Effectively Match Measures to Organizational Job Functions
Understand the difference between hard and soft measures and why choosing the correct
measure is essential for implementation
Identify which measures should be chosen based on job function
Learn how to properly assign measures for mixed or non-traditional job functions
3:30
Strategy Mapping: Bridge the Gap between Strategy and Execution
Align organizational objectives through mapping to accomplish effective strategic planning
Identify key strategic goals for accomplishing results
Guide users through the process of developing strategic initiatives
4:30
Day One Adjourns
“I learned a lot of information that helped to
clarify the Balanced Scorecard.”
– Bibi Persaud, Director, Sun Life Financial
top five reasons to attend:
Transform Implement the Identify Measures Link Performance Garner Company-
the Balanced BSC to Make that Accurately Measures Wide Buy-In
Scorecard from your Organization Evaluate Specific to Financial for Successful
Theory to Practice Strategy-Focused Job Functions and Business Implementation
Processes
4 www.ASMIweb.com/BSC

5. day two
Balanced Scorecard 2009
December 9, 2009
8:30
Continental Breakfast
9:00
keynote address
Cascade the Balanced Scorecard throughout Your Organization
The Balanced Scorecard is a company-wide initiative that can be successful only when everyone
in the organization is active in its execution. When each employee knows what part they play
in improving organizational performance, they can work towards set goals. During this Keynote
Address, you will learn to:
Create, administer and execute a comprehensive communication plan to help execute your
BSC strategy
Cascade appropriate communication activities that focus on strategy through human
resource’s role in the BSC
Develop a strategy-focused workforce by aligning employees, values and strategy of
the organization
10:00
Break & Refreshments
10:15
Understand the Role of Leadership in Managing and Implementing Balanced
Scorecard Initiatives
Learn the role leadership plays in translating vision and mission into organizational strategy
Develop a strategy that centers on the values and core competencies of your organization
Turn leaders into champions of BSC initiatives to ensure improvement continues over time
11:15
Report and Monitor your Balanced Scorecard Performance
Supervise the overall function of the BSC to guarantee strategic success and execution
Manage the BSC as an effective tool used to carry out planned processes to achieve long
term goals
Track and monitor the progress seen as a result of implementing the BSC
12:15
Lunch Break
“Great speakers, very engaging, lots of real life
examples and complex topics were made simple.”
– Christine Phillips, Human Resources, Newfoundland Labrador Liquor Corporation
www.ASMIweb.com/BSC 5

6. day two
Balanced Scorecard 2009
December 9, 2009
1:15
Manage Your Organization through Strategic Themes
Break down a strategy map into strategic themes, linking internal processes to customers
and shareholders
Use strategic themes to simplify your vision into manageable targets
Identify what themes best describe your organization’s strategy
2:15
Break & Refreshments
2:30
Work Towards an Office of Strategy Management
Learn the necessary steps involved in creating a strategic management office to increase the
opportunity for success of a strategy-focused organization
Understand how such an office can improve organizational strategy formulation, execution,
alignment and communication
Integrate leading methods including the Balanced Scorecard into an overall business plan
using the OSM as the charter watchdog for strategic success
3:30
Next Steps in Balanced Scorecard Implementation
Learn how to analyze collected data to make informed decisions
Maintain the BSC initiatives when leaders leave and employee positions change
Identify when measures and practices need to be revised or reoriented to remain aligned
with overall strategy
4:30
Conference Adjourns
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.
ASMI offers four different pre-designed sponsorship packages:
Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor
For more information on sponsorships or to get started, contact Blake Humble at 858-866-9352 or
Blake.Humble@ASMIweb.com
6 www.ASMIweb.com/BSC

7. Balanced Scorecard 2009
Logistics & Registration
Venue and Hotel: CPE Credits
Balanced Scorecard 2009 will be held at The Delivery Method: Group-live
Performance Institute Conference Center Program Level: Beginner
in Arlington, VA, just one block east of the Prerequisites: None
Courthouse Metro stop on the Orange Line. A Advanced Preparation: None
public parking garage is located just inside of the CPE Credits: 15
building for $10/day. 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
The Performance Institute Conference Center National Registry of CPE Sponsors. State boards of accountancy have
1515 N. Courthouse Rd., Suite 600 final authority on the acceptance of individual courses for CPE credit.
Complaints regarding sponsors may be addressed to the National
Arlington, VA 22201 Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN
703-894-0920 37219-2417. Website: www.nasba.org.
A limited number of rooms have been reserved
at the Arlington Rosslyn Courtyard by Marriott Cancellation Policy
For live events: ASMI will provide a full refund less $399 administration
at the prevailing rate of $209 until November 7, fee for cancellations four weeks before the event. If cancellation occurs
2009. Please call the hotel directly and reference within two weeks prior to conference start date, no refund will be issued.
code “Balanced Scorecard” when making Registrants who fail to attend and do not cancel prior to the event will be
charged the entire registration fee.
reservations to get the discounted rate. The hotel
All the cancellation requests need to be made online. Your confirmation
is conveniently located three blocks from the email contains links to modify or cancel registrations. Please note that the
Rosslyn Metro station. Please ask the hotel about cancellation is not final until you receive a written confirmation.
a complimentary shuttle that is also available for Payment must be secured prior to the conference. If payment is not
your convenience. 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.
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd. Quality Assurance
ASMI strives to provide you with the most productive and effective
Arlington, VA 22209 educational experience possible. If after completing the course you feel
Phone: 703-528-2222 / 1-800-321-2211 there is some way we can improve, please write your comments on the
evaluation form provided upon your arrival. Should you feel dissatisfied
www.courtyardarlingtonrosslyn.com 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: ASMI: Corporate Headquarters; 805 15th Street NW, 3rd
Tuition & Group Discounts: Floor; Washington, D.C. 20005
The tuition rate for attending the Balanced Note: As speakers are confirmed six months before the event, some
Scorecard 2009 is as follows: 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.
Conference $1799
If for any reason ASMI decides to cancel this conference, ASMI
One Workshop $399 accepts no responsibility for covering airfare, hotel or other costs incurred
by registrants, including delegates, sponsors and guests.
Both Workshops $599
Discounts
• All ‘Early Bird’ Discounts must require payment at time of registration
For more information on group discounts for and before the cut-off date in order to receive any discount.
Balanced Scorecard 2009 please contact Dave • Any discounts offered whether by ASMI (including team discounts) must
also require payment at the time of registration.
Yerks at 858-866-9381 or email him at • All discount offers cannot be combined with any other offer.
David.Yerks@ASMIWeb.com. • Discounts cannot be applied retroactively
www.ASMIweb.com/BSC 7

8. Balanced Scorecard 2009
Logistics & Registration
to register
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/BSC
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Yes! Register me for Balanced Scorecard 2009
Add the Pre-Conference Workshop A
Add the Pre-Conference Workshop B
Please call me. I am interested in a special Group Discount for my team
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Please make checks payable to: The Performance Institute
Priority Code: B303-WEB
8 www.ASMIweb.com/BSC