1. Succession Planning
SUMMIT 2010
Create and June 28 – 30, 2010 | Arlington, VA
Sustain Quality Develop a Results-Oriented Focus to Succession Planning
Build, implement and execute an effective and goal–focused succession plan
Leadership to
Cultivate and Retain Employees to Strengthen Your Organization
Enhance Your Evaluate your current workforce strategies and internal talent pool to
enhance business
Organization
Develop Succession Plans for Today’s Varied Workforce Climate
Overcome obstacles of succession planning to sustain the knowledge of
Earn up to your organization
15 CPE Credits Promote a Strong Employer Brand Name to Attract Top Talent
Create a solid organizational image to highlight your office as a workplace
of choice
In Association with:
www.ASMIweb.com/Succession

2. Succession Planning Summit 2010
day one
June 28, 2010
8:30 10:30
Registration and Continental Breakfast Break and Refreshments
10:45
9:00
keynote address
Succession Planning in a Create a Results-Driven
Recession: Create a Plan to Succession Plan
Sustain Your Organization through Build learning programs to pass along
the knowledge and skills that your
a Down Economy
organization’s managers possess
Recession, recession, recession! If you turn
Evaluate all positions in regards to your
on the television, pick up a newspaper
strategic business plan
or browse your favorite website you
are reminded of the difficult economic Encourage cross-training among current
conditions our country continues to face. staff to enhance your succession plan
During these uncertain times, it is more Michael Venn, Co-author of The Manager as Leader,
important than ever for your organization Tradewinds Consulting, LLC
to craft a serious succession plan and set
in place key internal controls. During this 11:45
keynote address you will: Lunch Break
Learn to assess current high performing
employees while deciding if new talent
is needed
Understand how to start the
succession planning process early to
avoid reactionary measures during a
downsizing situation
Determine how to maintain a high level
of performance and continue to meet
organizational goals during times
of hardship
Doris Sims, SPHR, President,
Succession Builders, LLC
top five reasons to attend:
Learn proven Align succession Engage all levels of
techniques to plans and your organization
design and create individual in the succession
a results driven performance to planning and
succession plan organization goals management process
2 www.ASMIweb.com/Succession

3. Succession Planning Summit 2010
day one
June 28, 2010
12:45 2:00
Evaluate and Incorporate Employee Tricks of the Trade: Succession
Feedback to Enhance Your Planning Tips and Techniques for
Succession Plan Prosperous Times Ahead
Actively listen and seek to understand Plan to lower business costs without
feedback from employees and how their sacrificing service and efficiency
input can enhance the business Learn the importance of proper
Incorporate employee ideas into the talent management to aid in a
strategic plan to drive performance prosperous comeback
Improve operational activity in conjunction Develop strategies to go beyond
with employee feedback just succession planning to create a
Brian Lowenthal, Managing Partner, Benchmark sustainable business
Partners LLC Doris Sims, SPHR, President,
Succession Builders, LLC
1:45
3:00
Break and Refreshments
Myth to Reality: Succession Planning
With Just the Facts
“This conference was Understand why it is beneficial to engage
and develop high potential employees
thorough and thought Learn the benefits of succession
management for small to
provoking. This focus mid-sized companies
Hear about other common myths related
will help me to keep to organizational leadership, change and
talent management
our succession plan
Michael Venn, Co-author of The Manager as Leader,
in line with strategic Tradewinds Consulting, LLC
goals.” 4:00
Adjourn
Dora, Director of Human
Resources, Jones Apparel
Group/Nine West
Create recruitment Understand the importance of
and retention succession planning for small
techniques for to mid-sized companies during
key talent difficult economic times
www.ASMIweb.com/Succession 3

4. Succession Planning Summit 2010
day two
June 29, 2010
8:30
who should
Continental Breakfast
attend:
keynote address
9:00
Chief Learning Officers,
The Art of Workplace Maintenance: Use
Chief Talent Officers,
Succession Planning to Create a Highly
Directors, Vice Presidents Competitive Organization
and Managers of: The creation of strategic workforce goals places
pressure on an organization, especially the talent
that will execute goals. To maximize potential,
Human Resources you want the most dedicated talent to carry
out business strategies. Your organization must
Diversity focus not only on hiring and firing talent, but also
implementing the processes of a solid succession
Succession Planning plan. In this keynote address you will learn to:
Create a plan of action to make your business a
Management
workplace of choice that is known for top talent
Development producers
Talent Management Define benchmarks through career paths to
identify talent strengths and weaknesses in the
Training and talent pool
Development Incorporate change management into the
knowledge management implementation
Strategic Growth Toyin Ogun, Vice President, Human Resources, L.L. Bean
Workforce Development
10:30
Recruitment
Break and Refreshments
Human Capital
10:45
Succession 2.0: Use Social Media to
Strengthen Your Succession Plan
Hear about ways to employ Web 2.0 technologies
to promote your organization
Reach today’s top job prospects through social
media outlets that appeal to their activities and
interests
Learn how to enhance creativity and engagement
through web based initiatives
Simon Salt, CEO,
IncSlingers
4 www.ASMIweb.com/Succession

5. Succession Planning Summit 2010
day two
June 29, 2010
11:45
Lunch Break
12:45
Retain Top Employees Through
Talent Cultivation
Learn unique employee motivators and
incentives that have proven success to
increase performance and productivity
Shape your organization based on the
competency needs of your staff
Capture institutional knowledge and talent
in order to transition these skills to current
and future employees
Kate Wildrick, SPHR, Human Capital Development
Specialist, Generational and Strategic Workforce
Planning Expert, Ingenuity, LLC
1:45
Break and Refreshments
2:00
Develop a Strong Employer Brand “These sessions capture
Name to Draw Top Talent
a significant amount of
Cultivate a brand reputation that helps you
command employee loyalty and is well best practices in HR for
recognized in the marketplace
Use your brand to recruit outside talent private industry.”
based on workplace opportunities unique
to your organization Frederick, SSP
Gain a competitive edge by learning
about trends in branding and what draws
potential employees to an organization
Kathy Brooks, Vice President of Human Resources and
Organizational Development, Green Mountain Coffee
www.ASMIweb.com/Succession 5

6. Succession Planning Summit 2010
post-conference workshop
June 30, 2010
Post-Conference Workshops are practical, supplementary application sessions
which incorporate and review tools, techniques and methods presented during
the event. Participants will obtain a further understanding of how to use newly
acquired tools and cutting-edge strategies. Through group exercises and
scenario-based learning, you’ll walk away with the expertise and resources
needed for immediate and practical application. Enrollment space is limited, so
register today to reserve your place.
8:30
Workshop Registration and Continental Breakfast
9:00
Post-Conference Workshop: Build and Implement an Effective and Robust
Succession Management Process for a Sustained Advantage
The exodus of Baby Boomers eligible for retirement has brought succession planning to the
forefront of senior management’s concerns and priorities. To address this potential significant
exodus of talent and institutional knowledge of human capital, many organizations are
examining how to implement succession planning processes to develop future leaders and
ensure the continuity of leadership and knowledge.
During this interactive workshop you will learn:
Critical challenges in implementing succession planning processes
Key elements of a comprehensive succession planning program
Drivers of successful succession
Corporate models of succession planning and talent development
Framework on what senior executives can do to enhance their current succession planning
processes and tools
Linda Bryant, Director,
Organizational Development and Consulting Services, Georgia State Unversity Atlanta, Georgia
12:00
Workshop Adjourns
“I hope to introduce Succession Planning to my
organization and I believe it will provide a firm plan
for the future.” Melissa, Gervity HR, Inc.
6 www.ASMIweb.com/Succession

7. Succession Planning Summit 2010
logistics
Logistics
Venue & Hotel CPE Credits
The 2010 Succession Planning Summit will Delivery Method: Group-live
be held at the Performance Institute Training Program Level: Basic
Center in Arlington, VA. A public parking Prerequisites: None
garage is located inside of the building for Advanced Preparation: None
$10/day. Continental breakfast, lunch and CPE Credits: 12
refreshments will be provided for delegates
The American Strategic Management Institute (ASMI) is
on each day. registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional
The Performance Institute Conference Center education on the National Registry of CPE Sponsors. State
1515 N. Courthouse Rd. Suite 600 boards of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding
Arlington, VA 22201 sponsors may be addressed to the National Registry of CPE
877-992-9521 Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-
2417. Website: www.nasba.org.
A limited number of rooms have been
reserved at the Arlington Rosslyn Courtyard
by Marriott at the prevailing rate of $226.00 Exhibiting & Sponsorship
until May 21, 2010. This rate is based on To learn more about exhibiting and
the Government Per Diem and is subject to sponsorships at the 2010 Succession
change. Please call the hotel directly and Planning Summit, please contact Meredith
reference code “Succession Planning” when Mason at 202-739-9707 or email her at
making reservations to get the discounted Meredith.Mason@PerformanceInstitute.org.
rate. The hotel is conveniently located three
blocks from the Rosslyn Metro station.
Please ask the hotel about a complimentary Quality Assurance
ASMI strives to provide you with the most productive and effective
shuttle that is also available for your educational experience possible. If after completing the course
convenience. you feel there is some way we can improve, please write your
comments on the evaluation form provided upon your arrival.
Arlington Rosslyn Courtyard by Marriott Should you feel dissatisfied with your learning experience and wish
to request a credit or refund, please submit it in writing no later
1533 Clarendon Blvd. than 10 business days after the end of the training to:
Arlington, VA 22209 ASMI: Corporate Headquarters
703-528-2222 805 15th Street NW, 3rd Floor
www.courtyardarlingtonrosslyn.com Washington, D.C. 20005
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
Tuition & Group Discounts ensure a comparable speaker is located to participate in the
program.
The tuition rate for attending the 2010
Succession Planning Summit is as follows: 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.
Offering Early Bird * Regular Rate
Conference $999 $1,099 Discounts and Payment
• All ‘Early Bird’ Discounts must require payment at time of
Workshop $399 $399 registration and before the cut-off date in order to receive any
discount.
• Any discounts offered whether by ASMI (including team
*For the early bird rate, please register by discounts) must also require payment at the time of registration.
May 3, 2010. • All discount offers cannot be combined with any other offer.
• Discounts cannot be applied retroactively
For more information on group discounts,
Payment must be secured prior to the conference. If payment
please contact Dave Yerks at 760-637-5045 is not received by the conference start date, a method of
or email him at David.Yerks@ASMIweb.com. payment must be presented at the time of registration in order
to guarantee your participation at the event.
www.ASMIweb.com/Succession 7

8. Succession Planning Summit 2010
Registration
to register
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/Succession
registration form
o Yes! Register me for the 2010 Succession Planning Summit only
o Yes! Register me for the 2010 Succession Planning Summit and Workshop
o Yes! Register me for the Workshop only
o Please call me. I am interested in a special Group Discount for my team
Delegate Information
Name Title
Organization Dept.
Address
City State Zip
Telephone Fax Email
Payment Information
o Purchase Order / Training Form o Credit Card o Check (Please make checks payable to: The Performance Institute)
Credit Card Number Expiration Date Verification No.
Name on Card Billing Zip
Cancellation Policy
ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs
within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Reg-
istrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the
cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email.
o I have read and accepted the Cancellation Policy above
ACKNOWLEDGED AND AGREED
By:___________________________________________________________________ Date: _______________________________________
Priority Code: W232-WEB
8 www.ASMIweb.com/Succession