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June 29–30, 2011 / Washington, DC

Business Intelligence Measures, Metrics & Analytics Implement a Strong BI Strategy to Enhance the Value Derived from Business Planning and Performance Management

STRIKE a Balance between Investments Made in BI and Organizational Improvement Maximize ROI by implementing BI practices that drive organizational performance

UTILIZE BI as a Means to both Measure and Manage Performance Integrate BI into your performance management framework to facilitate alignment with company objectives

IMPLEMENT a Strategic Approach to BI that Aligns People with Objectives Build a competency center that promotes accountability and a performance management culture

EXPERIENCE More Agile and Flexible Decision Making Minimize the resources footprint on internal and external operations

In Association with:




Wednesday, June 29, 2011


Conference Registration & Continental Breakfast


KEYNOTE ADDRESS: Develop a Strategic Approach to BI and Performance Management The BI architecture identifies the data that management needs to run the business, solve business problems and achieve strategic goals. A well-conceived BI function greatly increases the chances for business success for it allows for more agile decision making processes; subsequently allowing the company to capitalize on market opportunities and overcome challenges. In order to deliver effective, value-added business intelligence, the organization must integrate actual business performance data with planned performance data to produce actionable BI that can be delivered to business users through business planning dashboards. In this keynote you will discuss the key steps in making BI a strategic component of performance management. SID GHATAK, President, Rolling Forecast International, Ltd.


Break & Refreshments

10:10 Develop a Strong Tactical BI Function with a Strong Conceptual Information Model • Implement a best practice model for information requirements gathering that achieves an effective business intelligence solution • Learn why the insufficient gathering of business requirements is one of today’s main Data Warehouse & BI project failures • Utilize a business delivery road map for the prioritization of data • Ensure the connection between analysts and the internal and external customers STEVE WILLIAMS, President, DecisionPath Consulting

11:20 Utilize BI to Drive Organizational Efficiency • Drive differentiation and achieve a competitive advantage with a strong operational BI function • Enable front-line workers and operational managers to spend less time accessing information and more time engaging in activities to improve the business • Deliver the right data, to the right hands, at the right time to maximize the value derived from the efforts of front-line workers SID GHATAK, President, Rolling Forecast International, Ltd. 12:30

Networking & Lunch Break

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Wednesday, June 29, 2011

Measure and Manage Performance with Metrics that will Help Translate Vision into Action • Implement dashboards as a performance management tool to maximize the value derived from BI • Improve reporting and transparency with integrated dashboards • Identify the metrics and KPI’s that have an explicit link to the strategic and operational objectives of the organization ANGELA DINGLE, President, Ex Nihilo Management

Who Should Attend: 9 Directors of Finance 9 Business Intelligence Managers 9 Business Analysts 9 Budget Analysts 9 Financial Analysts


Break & Refreshments

9 Program Analysts 2:50

Create a BI Competency Center that Fosters a Performance Management Culture • Experience a demonstrable impact on your company’s success with a BI program built on strong leadership and organizational teamwork • Learn why being technically competent is not enough for a strong BI function • Utilize BI to bypass performance traps and achieve highimpact solutions SID GHATAK, President, Rolling Forecast International, Ltd.


Day 1 Adjourns

…and anyone involved with the business intelligence functions within the organization

5 Reasons to Attend: 1. IDENTIFY the right processes for carrying out your strategic, tactical, and operational BI functions 2. INTEGRATE BI and performance management for long-term strategic planning 3. ENHANCE your organization’s intelligence and ability to navigate market dynamics 4. DEVELOP a strategic approach to BI that drives sustainable performance 5. MINIMIZE internal and external performance gaps | 3



Thursday, June 30, 2011


Continental Breakfast


KEYNOTE ADDRESS: Turning Dimes into Dollars and Dollars into Dimes: Achieve Value and Cost Sustainability with BI (Interactive Session) Throughout a business’ life, when is it imperative to use predictive analytics BI to ensure decisions achieve the intended outcomes? This interactive session will help you identify the business processes that lend themselves to predictive analytics BI and help you learn how to identify the best project options that drive the value and cost sustainability of your organization. Using a BI system that records your responses and outcomes, you can test your decision making skills by choosing projects that you believe will be the most value driving and cost effective. The BI system will then compare your answers against the best available options. Be prepared to be challenged, enlightened and walk away with a multitude of learnable moments. BILL SWANSON, President, CEO Decisions


Networking & Lunch Break


Overcome the Barriers to Strategic BI • Realize BI as an enterprise-wide vehicle to manage corporate information • Develop a BI technology strategy that effectively addresses the company’s needs • Create a culture that values and uses information to help manage the business and make decisions STEVE WILLIAMS, President, DecisionPath Consulting


Break and Refreshments


Evaluate Markets, Tools & Technologies for Improved BI Investments • Discuss emerging trends and alternative delivery models for BI • Gain a deeper understanding of these shifts in areas of BI platforms, data warehousing, data integration and quality • Identify ways to integrate emerging technologies into existing infrastructure • Learn how the market for BI will change over the next few years ANGELA DINGLE, President, Ex Nihilo Management


Conference Adjourns 4 |

In-House Training & Customization

One of the more popular vehicles for accessing the American Strategic Management Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation 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 your department or for an organization-wide initiative, the advanced learning methods employed by ASMI will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization.

CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer you some variation of their standard training, ASMI’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, ASMI also has the ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day.

AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: • Strategic Planning • Lean Six Sigma • Performance-Based Contracting • Administrative Management

• Performance Measurement • Workforce Management • Performance Reporting • Leadership and Change

• Project Management • Performance-Based Budgeting • Program Evaluation

For more information about in-house training and certification options, please contact Jennifer Mueller at 202-739-9619 or email her at

SPONSORSHIP OPPORTUNITIES As a conference and training provider, ASMI is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solutions providers. The Institute offers four different predesigned sponsorship packages: • Event Co-Sponsor • Luncheon Sponsor

• Session Sponsor • Exhibit Booth Sponsor

FOR MORE INFORMATION ON TRAINING, EXHIBITING & SPONSORSHIPS, please contact: Andrew Goodwin at 202-739-9707 or email him at | 5

Venue & Hotel


VENUE & HOTEL Business Intelligence 2011 will be held at The Performance Learning Center in Washington DC. The Learning Center is just a few blocks from the Gallery-Place China Town metro which services the red, yellow and green lines. If you plan on driving, a public parking garage is located inside of the building. You can access the parking garage on K Street and the parking is $18.00 a day.

The Performance Institute Learning Center 901 New York Ave, NW, 3rd Floor, Washington, DC 20001 202-524-8041 Please note: The building elevators do not allow delegates up into the Learning Center until 8:30am.

A limited number of rooms have been reserved at the Washington Marriott at Metro Center at the prevailing rate of $211. This rate is based on the Government Per Diem and the discounted rate is only secured up until 3 weeks prior to the start of the event. Therefore, please call the hotel 3 weeks prior to secure the rate. When calling the hotel please reference the Performance Institute and the name of the event “Business Intelligence” when making reservations to get the discounted rate. The hotel is conveniently located on the red, orange and blue line (at the Metro Center Metro stop) and it is located only a few blocks from The Performance Learning Center.

Washington Marriott at Metro Center 775 12th Street NW, Washington, DC 20005 1-800-266-9432/1-506-474-2009 (International) * To register online, please visit and click on the Venue and Hotel tab.

The tuition rate for Business Intelligence Measures, Metrics and Analytics is as follows:


Early Bird

Regular Rate



* For the Early Bird Rate, or for more information on group discounts please contact:

Paul Rogers at 858-737-4122 email him at

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National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry 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: Delivery Method: Group-live

Program Level: Basic

Prerequisites/Preparation: None

CPE Credits: 13

Sponsor Organization Name and Sponsor ID Number: Thompson Media Group 109435

CANCELLATIONS & 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 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: The American Strategic Management Institute: Quality Assurance 805 15th Street, NW, 3rd Floor, Washington, DC 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 ensure a comparable speaker is located to participate in the program. If for any reason ASMI decides to cancel this conference, The American Strategic Management Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.




Thompson Media Group is registered with the

• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. • Any discounts offered 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 • 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.

Registration Form






REGISTRATION FORM † Yes! Register me for Business Intelligence 2011 † Please call me. I am interested in a special group discount for my team

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Please make checks payable to: The American Strategic Management Institute CANCELLATION POLICY: The American Strategic Management Institute 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. Registrants 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.

† I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: _______________________________________ Priority Code: B346-PR | 7

ASMI’S VISION In this challenging economic landscape, organizations must develop and execute innovative strategies to survive and thrive. Performance and process improvement methodologies give managers the tools they need to run leaner, more efficient businesses. The mission of the American Strategic Management Institute (ASMI) is to connect business leaders with best-in-class practices and training to address management challenges and improve results. ASMI has grown into one of the nation’s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Through virtual sessions, national summits, training programs and consulting services, ASMI brings together leaders to share insights, ideas and actions to transform organizations.

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The American Strategic Management Institute 805 15th Street, NW, 3rd Floor Washington, DC 20005 Phone: 877-992-9522 Fax: 866-234-0680


June 29–30, 2011 / Washington, DC EXPERIENCE More Agile and Flexible Decision Making UTILIZE BI as a Means to both Measure and Manage Perfor...