This document provides information about a two-day training seminar on developing and implementing rolling forecasts to improve organizational performance. The training will teach attendees how to design effective rolling forecasts to identify key business drivers and trends to enhance forecast accuracy. Attendees will learn how to integrate rolling forecasts with strategic planning and use the forecasts to make informed decisions and measure performance. The seminar aims to demonstrate why traditional forecasting methods are outdated and how rolling forecasts can increase profitability by better understanding risks.

1. Rolling Forecast 2009
Rolling
Forecasts 2009
Earn up to 13 Develop and Implement a Rolling Forecast
CPE Credits to Improve Relevance, Understand Risk
and Increase Profitability
Provide December 14 - 15, 2009 | Arlington, VA
Management You Will Learn to:
with Design an Effective Rolling Forecast to Drive Financial Performance
Insightful Identify key business drivers that will meet your organization’s forecasting needs
Forecasting Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy
Interpret and improve financial data to improve accuracy and projected outcomes
Analysis to
Align and Integrate Rolling Forecasts into Your Strategic Plan
Support Your Close the gap between the strategic plan and the operational budget
Key Business Manage the Transition to Rolling Forecasts for Added Flexibility
Decisions Create and manage accurate forecasts that assess risk and increase revenue in
today’s changing marketplace
In Association with:
www.ASMIweb.com/Rolling 1
www.ASMIweb.com

2. day one
Rolling Forecast 2009
December 14, 2009
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Discover why traditional forecasting is obsolete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
Recognize the purpose and use of the forecast
David Axson is President of the Sonax Characterize an accurate forecast
Group a business consulting and research Harness forecasting in today’s uncertain and volatile world
firm. He specializes in the areas of strategy
12:00
development, performance management Lunch Break
and IT. His second book “Best Practices in 1: 00
Planning and Performance Management” Training Continues
was published by John Wiley in 2007. The Rise of the Rolling Forecast
He is a well-regarded speaker having served Define a rolling forecast
as a keynote speaker for conferences in over Advocate the rationale for the rolling forecast
thirty countries. David was a cofounder of Identify different types of rolling forecasts
The Hackett Group and was responsible for
developing a number of the firm’s market-
Design an Effective Forecast
Understand the “Not one size fits all” theory
leading benchmarks during his eleven
Develop forecasting methods right for your organization
years with the firm. He also served as Head
Recognize key business drivers in the forecasting process
of Corporate Planning at Bank of America.
Prior to moving to the United States in
4:30
1991, David was affiliated with A.T. Kearney, Day One Adjourns
Deloitte, Haskins & Sells, and Lloyds Bank
in London, England. He lives with his wife
and two children in Bath, Ohio. who should attend:
Further information can be found at
CFOs Forecasting Analysts
www.davidaxson.com
VPs of Finance Financial Analysts
Controllers Budgeting Directors
Directors and Managers Financial and
of Finance Management
Accountants
2 www.ASMIweb.com/Rolling

3. day two
Rolling Forecast 2009
December 15, 2009
8:30
Sponsorship
Continental Breakfast
Opportunities
9:00 As a conference and training provider, The
Rolling Forecast Training Begins American Strategic Management Institute is
an expert in bringing together leaders to share
Create Forecasts and discuss best practices and innovations.
Construct a credible forecast We connect decision-makers with respected
Manage forecast accuracy solution providers.
Make accurate and informed decisions
ASMI offers four different pre-designed
Integrate Forecasts into the Management Process
sponsorship packages:
Replace the budget with the forecast
Event Co-Sponsor
Integrate strategic planning, risk management and reporting
into forecasting Session Sponsor
Assess implications with incentive compensation Luncheon Sponsor
12:00 Exhibit Booth Sponsor
Lunch Break
1:00
Training Continues For more information on sponsorships or to get
started, contact Blake Humble at
Make the Case for Change 858-866-9352 or Blake.Humble@ASMIweb.com
Benchmark your forecast process
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/Rolling 3

4. Venue and Hotel: CPE Credits
Rolling Forecast 2009 will be held at the Performance Institute’s Delivery Method: Group-live
Training Center in Arlington, VA, just one block east of the Program Level: Beginner
Courthouse stop on the Orange Line of the DC Metro. A public Prerequisites: None
parking garage is located inside of the building for $10/day. Advanced Preparation: None
Continental breakfast, refreshments and lunch will be provided for CPE Credits: 13
delegates on each day.
The American Strategic Management Institute (ASMI) is registered with the
The Performance Institute Training Center National Association of State Boards of Accountancy (NASBA) as a sponsor of
1515 N. Courthouse Rd., Suite 600, Arlington, VA 22201 continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual
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 37219-
A limited number of rooms have been reserved at the Arlington 2417. Website: www.nasba.org
Rosslyn Courtyard by Marriott at the prevailing rate of $209.00 until
November 14, 2009. Please call the hotel directly and reference
code “Rolling Forecast” when making reservations to get the
Tuition:
discounted rate. The hotel is conveniently located three blocks The tuition rate for attending the Rolling Forecasts 2009
from the Rosslyn Metro station. Please ask the hotel about a is $1799
complimentary shuttle that is also available for your convenience.
Arlington Rosslyn Courtyard by Marriott Group Discounts:
1533 Clarendon Blvd., Arlington, VA 22209 For the Early Bird Rate or more information on group
Phone: 703-528-2222 / 1-800-321-2211 discounts, please contact Paul Rogers at 858-866-9386 or
www.courtyardarlingtonrosslyn.com email him at Paul.Rogers@ASMIWeb.com.
to register Visit Call Fax this Form to
www.ASMIweb.com/Rolling 877-992-9522 866-234-0680
Cancellations
Registration Form For live events: ASMI will provide a full refund less $399 administration 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 fail to
attend and do not cancel prior to the event will be charged the entire registration
Yes! Register me for Rolling Forecast 2009 fee.
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
fail to attend and do not cancel prior to the meeting will be charged the entire
Delegate Information registration fee.
All the cancellation requests need to be made online. Your confirmation email
contains links to modify or cancel registrations. Please note that the cancellation is
Name Title not final until you receive a written confirmation.
Payment must be secured prior to the conference. If payment is not 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.
Organization Dept.
Quality Assurance
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
Address
can improve, please write your comments on the evaluation form provided upon
your arrival. Should you feel dissatisfied 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:
City State Zip ASMI Corporate Headquarters: Quality Assurance
805 15th Street NW, 3rd Floor
Washington, DC 20005
Telephone Fax Note: As speakers are confirmed six months before the event, some 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.
Email 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.
Payment Information Please make checks payable to: The Performance Institute
Check Purchase Order / Training Form Credit Card
Discounts
• All ‘Early Bird’ Discounts must require payment at time of registration and
before the cut-off date in order to receive any discount.
Credit Card Number Expiration Date Verification no. • 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
Name on Card Billing Zip
Please make checks payable to: The Performance Institute Priority Code: B319-WEB
www.ASMIweb.com/Rolling 4