This document provides information about a two-day training event on developing and implementing rolling forecasts. The event will teach attendees how to design effective rolling forecasts to improve financial performance, identify key business drivers, and increase forecast accuracy. Attendees will learn how to integrate rolling forecasts into strategic planning, manage forecast accuracy, and lead successful implementations. The training will be held in Arlington, VA and offers up to 13 CPE credits.

1. Rolling
Forecasts 2010
Develop and Implement a Rolling Forecast
Earn up to 13
to Improve Relevance, Understand Risk and
CPE Credits
Increase Profitability
Provide February 22 – 23, 2010 | Arlington, VA
Management You Will Learn to:
with Insightful
Design an Effective Rolling Forecast to Drive Financial Performance
Forecasting Identify key business drivers that will meet your organization’s forecasting needs
Analysis to Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy
Support Your Interpret and improve financial data to improve accuracy and projected outcomes
Key Business Align and Integrate Rolling Forecasts into Your Strategic Plan
Decisions 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
Develop an Effective Forecasting
In Association with:
Strategy in a Tough Economy
www.ASMIweb.com/Rolling2010

2. day one
Rolling Forecasts 2010
February 22, 2010
About the Presenter: 8:30
Registration & Continental Breakfast
David A. J. Axson
9:00
Rolling Forecast Training Begins
Forecasting – Why Bother?
Understand the role of the forecast in the management
process
Learn the evolution of the forecast
Discover why traditional forecasting is obsolete
Requirements of a Credible Forecast
David Axson is President of the Recognize the purpose and use of the forecast
Sonax Group a business consulting Characterize an accurate forecast
and research firm. He specializes in Harness forecasting in today’s uncertain and volatile world
the areas of strategy development,
performance management and IT. 12:00
His second book “Best Practices Lunch Break
in Planning and Performance 1:00
Training Continues
Management” was published by John
Wiley in 2007. The Rise of the Rolling Forecast
He is a well-regarded speaker having Define a rolling forecast
served as a keynote speaker for Advocate the rationale for the rolling forecast
conferences in over thirty countries. Identify different types of rolling forecasts
David was a cofounder of The
Hackett Group and was responsible
Design an Effective Forecast
Understand the “Not one size fits all” theory
for developing a number of the firm’s
Develop forecasting methods right for your organization
market-leading benchmarks during
Recognize key business drivers in the forecasting process
his eleven years with the firm. He also
served as Head of Corporate Planning
4:30
at Bank of America. Prior to moving to Day One Adjourns
the United States in 1991, David was
affiliated with A.T. Kearney, Deloitte,
Haskins & Sells, and Lloyds Bank in who should attend:
London, England. He lives with his
wife and two children in Bath, Ohio. CFOs Forecasting Analysts
Further information can be found at
VPs of Finance Financial Analysts
www.davidaxson.com Controllers Budgeting Directors
Directors and Managers Financial and
of Finance Management
Accountants
2 www.ASMIweb.com/Rolling2010

3. day two
Rolling Forecasts 2010
February 23, 2010
8:30
Continental Breakfast
Sponsorship
Opportunities
9:00
Rolling Forecast Training Begins As a conference and training provider, The
American Strategic Management Institute
is an expert in bringing together leaders
Create Forecasts
to share and discuss best practices and
Construct a credible forecast
innovations. We connect decision-makers
Manage forecast accuracy
with respected solution providers.
Make accurate and informed decisions
Integrate Forecasts into the Management Process
ASMI offers four different pre-designed
Replace the budget with the forecast
sponsorship packages:
Integrate strategic planning, risk management and reporting
into forecasting
Event Co-Sponsor
Assess implications with incentive compensation
Session Sponsor
12:00 Luncheon Sponsor
Lunch Break Exhibit Booth Sponsor
1:00
Training Continues
For more information on sponsorships or to
Make the Case for Change
get started, contact Blake Humble at
Benchmark your forecast process
858-866-9352 or Blake.Humble@ASMIweb.com
Sell change to senior management
Build your business case for rolling forecasts
Lead a Successful Implementation
Identify alternative implementation approaches
Enhance the role of technology
Measure and sustain change
4:30
Training Adjourns
top five reasons to attend:
Align your Implement key Design an Understand Improve your
rolling forecast business drivers accurate rolling which measures forecasting
to your into the rolling forecast for your and metrics are accuracy
strategic plan forecast process company worth monitoring
www.ASMIweb.com/Rolling2010 3

4. Venue and Hotel: CPE Credits
Rolling Forecast 2010 will be held at the Performance Delivery Method: Group-live
Institute’s Training Center in Arlington, VA, just one block Program Level: Beginner
east of the Courthouse stop on the Orange Line of the DC Prerequisites: None
Metro. A public parking garage is located inside of the Advanced Preparation: None
building for $10/day. Continental breakfast, refreshments
and lunch will be provided for delegates on each day. CPE Credits: 13
The American Strategic Management Institute (ASMI) is registered with the
The Performance Institute Conference Center National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors.
1515 N. Courthouse Rd., Suite 600, Arlington, VA 22201 State boards of accountancy have final authority on the acceptance of individual
Phone: 703-894-0920 courses for CPE credit. Complaints regarding sponsors may be addressed to
the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN
A limited number of rooms have been reserved at the 37219-2417. Website: www.nasba.org.
Arlington Rosslyn Courtyard by Marriott at the prevailing
rate of $209.00 until January 22, 2010. Please call the Tuition & Group Discounts:
hotel directly and reference code “Rolling Forecast” when The tuition rate for attending the Rolling Forecasts 2010
making reservations to get the discounted rate. The hotel is as follows:
is conveniently located three blocks from the Rosslyn
Early Bird Rate Regular Rate
Metro station. Please ask the hotel about a complimentary
shuttle that is also available for your convenience. White Belt Certification *$1699 $1799
Arlington Rosslyn Courtyard by Marriott * For the Early Bird Rate, register before December 10, 2009.
1533 Clarendon Blvd., Arlington, VA 22209 For more information on group discounts for Rolling
Phone: 703-528-2222 / 1-800-321-2211 Forecasts 2010 please contact Paul Rogers at 858-866-9386
www.courtyardarlingtonrosslyn.com or email him at Paul.Rogers@ASMIWeb.com.
Visit Fax this Form to Call
to register www.ASMIweb.com/Rolling2010 866-234-0680 877-992-9522
Cancellations
For live events: ASMI will provide a full refund less $399 administration fee for
Registration Form cancellations four weeks before the event. If cancellation occurs within two
weeks prior to conference start date, no refund will be issued. Registrants who
fail to attend and do not cancel prior to the event will be charged the entire
registration fee.
Yes! Register me for Rolling Forecast 2010
Please call me. I am interested in a special Group Discount for my team For webinars: ASMI will provide a full refund less $50 administrative fee for
cancellations four weeks before the event. If cancellation occurs within two
weeks prior to conference start date, no refund will be issued. Registrants who
Delegate Information fail to attend and do not cancel prior to the meeting will be charged the entire
registration fee.
All the cancellation requests need to be made online. Your confi rmation email
Name Title
contains links to modify or cancel registrations. Please note that the cancellation
is not fi nal until you receive a written confi rmation.
Payment must be secured prior to the conference. If payment is not received by
Organization Dept. 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.
Quality Assurance
Address ASMI strives to provide you with the most productive and effective educational
experience possible. If after completing the course you feel there is some way
we can improve, please write your comments on the evaluation form provided
City State Zip upon your arrival. Should you feel dissatisfi ed 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: Quality Assurance
Telephone Fax 805 15th Street NW, 3rd Floor
Washington, DC 20005
Note: As speakers are confi rmed six months before the event, some speaker
Email 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
Payment Information participate in the program.
Check Purchase Order / Training Form Credit Card If for any reason ASMI decides to cancel this conference, ASMI accepts no
responsibility for covering airfare, hotel or other costs incurred by registrants,
including delegates, sponsors and guests.
Please make checks payable to: The Performance Institute
Credit Card Number Expiration Date Verification no.
Discounts
• All ‘Early Bird’ Discounts must require payment at time of registration and
before the cut- off date in order to receive any discount.
Name on Card Billing Zip • Any discounts offered whether by ASMI (including team discounts) must also
require payment at the time of registration.
• All discount offers cannot be combined with any other offer.
• Discounts cannot be applied retroactively
Please make checks payable to: The Performance Institute Priority Code: B305-WEB
www.ASMIweb.com/Rolling2010 4