Rolling Forecasts 2009

1. Rolling
April 22 – 23, 2009
Washington, DC
Forecasts
Earn Up To
2009
13 CPE Credits
Develop and Implement a Rolling Forecast
to Improve Relevance, Understand Risk and
Increase Profitability
You Will Learn How to:
Design an Effective Rolling Forecast to Drive
Financial Performance
Lead a Successful Forecasting Implementation Effort
Align and Integrate Rolling Forecasts into the
Management Process
Manage the Transition to Rolling Forecasts
In Association with:
Build an Accurate Forecast in Today’s Uncertain and Volatile World
www.ASMIweb.com/Forecast

2. Take the Guesswork Out of Forecasting
Rolling Forecasts 2009
Build a Better Forecast in Today’s Uncertain and Volatile World
Never has financial forecasting been so important or so hard. Two out of every three
companies have trouble developing an earnings forecast for the next quarter never mind
the full year. “The Crash of ‘08” made the task of forecasting business performance almost
impossible, at least with the tried and true processes that have been used for the last 50
years. Managers now understand that the traditional, static monthly or quarterly forecast
process that emphasizes financial detail simply does not work any more. So what’s the
answer?
In this practical two-day program, David Axson, author of Best Practices in Planning and
Performance Management (John Wiley 2007), former Head of Corporate Planning at Bank of
America and a co-founder of The Hackett Group, teaches you how leading companies are
radically transforming their forecast processes to improve relevance, better understand risk,
and provide management with insightful analysis to support decision-making. Learning from
the examples of prominent companies will provide you with the tools for developing better
forecasting techniques within your own organization.
“Visibility is low and forecasting is challenging”
Peter Oppenheimer, CFO Apple, Wall Street Journal 10/22/08
Top 5 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
www.ASMIweb.com/Forecast
Page 2

3. Day One
April 22, 2009
Rolling Forecasts 2009
8:30
Registration and Continental Breakfast
9:00
Rolling Forecast Training Begins
“On point, covered
what was essential
Forecasting – Why Bother?
Understand the role of the forecast in the management process
without fluff”
Learn the evolution of the forecast
Discover why traditional forecasting is obsolete Michael Brigante,
Homeland Security Capital
Requirements of a Credible Forecast
Recognize the purpose and use of the forecast
Characterize an accurate forecast
Harness forecasting in today’s uncertain and volatile world
12:00
Lunch Break
The Rise of the Rolling Forecast
Define a rolling forecast
Advocate the rationale for the rolling forecast
Identify different types of rolling forecasts
Design an Effective Forecast
Understand the “Not one size fits all” theory
Develop forecasting methods right for your organization
Recognize key business drivers in the forecasting process
4:30
Conference Adjourns
Who Should Attend:
CFOs Financial Analysts
VPs of Finance Budgeting Directors
Controllers Financial and Management
Accountants
Directors and Managers of Finance
www.ASMIweb.com/Forecast
Forecasting Analysts
Page 3

4. Day Two
April 23, 2009
Rolling Forecasts 2009
8:30
Continental Breakfast
9:00
Rolling Forecast Training Begins
“Comprehensive
Create Forecasts
knowledge and
Construct a credible forecast
experience are Manage forecast accuracy
well linked and Make accurate and informed decisions
presented.” Integrate Forecasts into the Management Process
Replace the budget with the forecast
Grace Kwong, Dominon
Electric Supply Co. Integrate strategic planning, risk management and reporting into forecasting
Assess implications with incentive compensation
12:00
Lunch Break
Make the Case for Change
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
Conference Adjourns
Utilize Key Business Drivers in the
Rolling Forecast Process
www.ASMIweb.com/Forecast
Page 4

5. Post-Conference Webinar
Rolling Forecasts 2009
Link Business Drivers to Financial Measures for Efficient
Predictive Models
Date: May 5, 2009
Time: 2:00 – 3:30 PM
Business drivers have always been an effective tool in determining the direction an organiza-
tion is going in. While it’s easy to identify what drives an organization, it’s more difficult to
determine which drivers link to financial measures. The combination of drivers and measures
can ensure that your organization’s predictive models will be both accurate and effective in
the forecasting process.
During the webinar you will learn to:
Identify key business drivers specific to your market and business
Measure cause-and-effect relationships between drivers and performance outcomes
Track forecast submissions to improve the accuracy of your data
About the Trainer
David Axson
President, The Sonax Group
David Axson brings nearly 25 years of experience in advising over 200 companies on a wide
range of strategic, financial and management subjects. In early 2004 he completed a one
year engagement as Head of Corporate Planning at Bank of America where he led a major
transformation program of the Bank’s planning and forecasting processes. Prior to helping
form Hackett in 1991, David was affiliated with A.T. Kearney, Deloitte, Haskins & Sells, and
Lloyds Bank in London, England. He serves as a director of Guitar Heaven Ltd and Garden of
Life Inc.
An accomplished public speaker David has served as the keynote speaker at conferences
in North America, Europe and Asia for organizations such as CFO Magazine, Cognos, The
Institute of Management Accountants, The National Retail Federation, SAP, and The World
Bank.
The Sonax Group is a research, educational and advisory firm that works with clients to
improve the effectiveness of their business management practices. The Sonax Group was
founded in 2002 by David Axson, a co-founder of the renowned benchmarking and finance
transformation authority The Hackett Group and author of the books Best Practices in
Planning and Management Reporting published by John Wiley in 2003 and Best Practices in
Planning and Performance Management published in January 2007.
www.ASMIweb.com/Forecast
Page 5

6. In-House Training
Rolling Forecasts 2009
Sponsorship One of the more popular vehicles for accessing the Institute’s educational offerings is the
delivery of on-site trainings and management facilitations. Bringing a training or facilita-
Opportunities tion in-house gives you the opportunity to customize a program that addresses your exact
challenges and provides a more personal learning experience, while virtually eliminating
travel expenses. Whether you require training for a small group or for an organizational-wide
As a conference and initiative, the advanced learning methods employed by the American Strategic Management
training provider, The Institute will create an intimate training atmosphere that maximizes knowledge transfer to
American Strategic enhance the talent within your organization.
Management Institute
is an expert in bringing Customization
together leaders to share We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”.
and discuss best practices While many training providers will offer you some variation of their standard training, the
and innovations. We American Strategic Management Institute’s subject matter experts will work with you and
your team to examine your programs and determine your exact areas of need. The identifica-
connect decision-makers
tion of real life examples will create a learning atmosphere that resonates with participants
with respected solution
while at the same time providing immediate return on your training investment. Using inter-
providers. ASMI offers
active exercises that employ actual projects or scenarios from your organization, instructors
five different pre-designed
can address specific challenges and align the curriculum of each session to your objectives.
sponsorship packages: While the majority of on-site trainings are focused on smaller groups, the American Strate-
gic Management Institute also has the ability to accommodate organizational-wide training
• Event Co-Sponsor Session
initiatives. Utilizing multiple instructors, The Institute has the capacity to deliver courses to
• Sponsor Luncheon
groups of up to 300 participants per day.
• Sponsor Cocktail
• Hour Sponsor Areas of Expertise
• Exhibit Booth Sponsor On-site delivery of single courses, certification programs and entire packages of specialized
courses are available in the following areas:
For more information on
sponsorships or to get
Strategic Planning
started, contact Jessica Ward
Performance Measurement
at 703-894-0920 or
Project Management
Ward@PerformanceWeb.org
Lean Six Sigma
Workforce Management
Budgeting and Forecasting
Contracting
Performance Reporting
Program Evaluation
Administrative Management
Change Management
Balanced Scorecard
For more information about in-house training options available to you, please contact Mark
Bryan at 703-894-0481 x 225 or email him at Bryan@PerformanceWeb.org.
www.ASMIweb.com/Forecast
Page 6

7. Logistics & Registration
Rolling Forecasts 2009
Venue and Hotel:
Registration Form
Rolling Forecasts 2009 will be held at The Performance Institute Training Center in
Arlington, VA. A public parking garage is located inside of the building for $10/
day. A complimentary breakfast, lunch and refreshments will be provided each
To Register, call 703-894-0920, Fax this Form to: 703-
day.
894-0482 or Visit www.ASMIweb.com/Forecast
The Performance Institute Conference Center
1515 N. Courthouse Rd., Suite 600
Yes! Register me for Rolling Forecasts 2009
Arlington, VA 22201
703-894-0920 Add the Post-Conference Webinar
Please call me. I am interested in a special Group Discount for my team
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard
by Marriott at the prevailing rate of $209.00 until March 23, 2009. Please call the
Delegate Information
hotel 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
subject to change. The hotel is conveniently located three blocks from the Rosslyn
Metro station. Please ask the hotel about a complimentary shuttle that is also Name Title
available for your convenience.
Arlington Rosslyn Courtyard by Marriott Organization Dept.
1533 Clarendon Blvd.
Arlington, VA 22209
Phone: 703-528-2222 / 1-800-321-2211 Address
www.courtyardarlingtonrosslyn.com
Hotel and Travel costs are not included in conference tuition.
City
Tuition & Group Discounts:
The tuition rate for attending Rolling Forecasts 2009 is:
State Zip
Early Bird Rate Regular Rate
Conference $1699 $1799
Telephone Fax
Post-Conference Webinar $269 $299
* * For the Early Bird Rate, Register by February 11, 2009 Email
For more information on group discounts for Rolling Forecasts 2009 please
contact Paul Rogers at 858-866-9386 or email him at Payment Information
PRogers@ManagementWeb.org.
Check Purchase Order / Training Form Credit Card
CPE Credits
Delivery Method: Group-live Credit Card Number
Program Level: Beginner
Prerequisites: None
Advanced Preparation: None Expiration Date Verification no.
CPE Credits: 13
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 National Registry Name on Card Billing Zip
of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for
CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150
Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Please make checks payable to: The Performance Institute
Cancellation Policy For live events: ASMI will provide a full refund less $399 administration fee for cancella-
tions four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no Priority Code: B273-WEB
refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the
entire registration fee.
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. Regis-
trants who fail to attend and do not cancel prior to the meeting will be charged the entire registration fee.
Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may
All the cancellation requests need to be made online. Your confirmation email contains links to modify or
occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a comparable
cancel registrations. Please note that the cancellation is not final until you receive a written confirmation.
speaker is located to participate in the program.
Payment must be secured prior to the conference. If payment is not received by the conference start date, a
If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare,
method of payment must be presented at the time of registration in order to guarantee your participation at
hotel or other costs incurred by registrants, including delegates, sponsors and guests.
the event.
Discounts
Quality Assurance ASMI strives to provide you with the most productive and effective educational experi-
• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to
ence possible. If after completing the course you feel there is some way we can improve, please write your
receive any discount.
comments on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning
• Any discounts offered whether by ASMI (including team discounts) must also require payment at the
experience and wish to request a credit or refund, please submit it in writing no later than 10 business days
time of registration.
after the end of the training to:
• All discount offers cannot be combined with any other offer.
ASMI: Quality Assurance
• Discounts cannot be applied retroactively
1515 N. Courthouse Road, Suite 600, Arlington, VA 22201

8. About ASMI
Rolling Forecasts 2009
The American Strategic Management Institute (ASMI) is the nation’s leading authority on
measurement and management methodologies for improving individual and organizational
performance. ASMI’s mission is to identify, study and disseminate the leading strategic
management and performance measurement practices pioneered by best-in-class
organizations. Through national conferences, in-house training programs, consulting services
and on-going research, ASMI helps organizations access cutting-edge expertise in planning,
implementing and evaluating business strategies to address their management challenges
and improve organizational results.
Methodology ASMI gathers and disseminates comprehensive methodologies
specifi cally constructed to address today’s complex managerial realities. Through a
collection of industry best practices, input from experts in the fi eld and applicable case
studies, ASMI has the knowledge and specialized methodologies to help both you and your
organization achieve results.
Conferences ASMI’s national conferences provide forums for networking and information
exchange among experts in their fi elds. Choose from a variety of national events addressing
the current and pressing challenges in performance management, human capital management,
financial management, project management, process improvement and marketing. Each event
brings together experts to share best practices, topical scenarios and personal experiences.
Training All of ASMI’s publicly offered courses can be adapted for your offi ce,
department or company. In-house training provides a customized, cost-effective vehicle
for educating your staff with a hands-on forum facilitating both team building and project
planning. Our in-house training programs are focused on performance measurement,
strategic communications, process improvement, strategic planning and change management.
Consulting In some cases, personal consultation is more useful and cost-effective than
an in-house training session. These consultation projects are designed to maximize the
efficiency and profi tability of a company or department by training a few key executives
or directors.
1515 N. Courthouse Rd., Suite 600
Arlington, VA 22201
Ph: 703-894-0920 Fax: 703-894-0482
www.ASMIweb.com