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September 20 - 22, 2011 | San Diego, CA

BUDGETING AND FORECASTING CONFERENCE Integrate Strategic Planning, Budgeting and Forecasting as a Closed-Loop Process for Performance Management Learn Leading Techniques that will Minimize the Stress of the Budgeting Process

Set Financial Targets and Goals that Align Strategy and Finance

Create the business case for and improve your rolling forecast capability

Utilizing cost and profitability analysis to capture a realistic depiction of performance

Anticipate and Measure the Impact of Changes in the Business Environment on your Financial Performance

Make the Transition to a More Refined Budgeting and Forecasting Process

Employ driver-based planning techniques that will improve organizational agility

Analyze the management and communication dynamics within your organization to overcome barriers to change

In Association With:

Earn up to 21 CPE Credits!

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PRE-CONFERENCE WORKSHOP

Budgeting and Forecasting Conference

TUESDAY, SEPTEMBER 20, 2011 8:30 Workshop Registration and Continental Breakfast Pre-Conference Workshops are practical, supplementary application sessions that incorporate tools, techniques and methods that will be reinforced during the event. Participants will obtain a further understanding of how to use newly acquired tools and cutting-edge strategies to improve strategic planning and financial management performance. 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 space.

9:00

1:00

Workshop A: Developing Effective Rolling Forecast Capability

Workshop B: Corporate Performance Management— Utilizing a Strategic Scorecard to Achieve and Manage Results

This session will provide an overall framework and approach to implementing an effective Rolling Forecast in your company. Includes review of best and emerging practices and tips and techniques to implement driver-based forecasts • Developing a vision for Planning and Forecasting as a key capability in managing performance • Analyzing performance gaps in your current process • Building a driver-based approach to forecasting and planning • Identifying and selecting drivers • Managing changes in the forecast process Mitch Max – CEO, Virtual Profit Solutions, ASMI Senior Fellow

12:00 Lunch Break

Budgeting and forecasting are critical internal processes that require an advanced performance measurement tool in order to be considered valueadded activities for the organization. An advanced measurement tool such as the balanced scorecard has emerged as a fundamental component by which organizations can take a holistic approach to assessing performance while unifying business activities with strategic endeavors. When applied with a strategic purpose, the balanced scorecard will enhance the effectiveness of business activities and lay the foundation for performance planning. In this dynamic, hands-on workshop, you will gain information on: • The 25 BSC Hall of Fame best practices and award-winning case organizations • Hands-on exercise to learn proven techniques • Deploying initiative prioritization methods to align your budgets to your strategy Bob Paladino – President, Paladino Associates, ASMI Senior Fellow

4:00 Workshop Adjourns

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WEDNESDAY, SEPTEMBER 21, 2011 7:30 Conference Registration and Continental Breakfast

9:15

8:00

• Prepare budgets for different levels of organizational performance: optimistic, expected, and pessimistic

Opening Remarks and Keynote Address by Conference Chairman: Use Performance Management to Transform Budgets and Forecasts into Value-added and Strategic Components of Business Operations

Build Confidence: Budgeting & Forecasting in Economic Turbulence

• Identify the appropriate KPI’s for your budgets to monitor performance • Learn how accurate and consistent budgeting will drive your long-term strategic planning • Broaden your organization’s strategic spectrum by establishing a strong, repeatable, budgeting process

Integrating performance management with the budgeting and forecasting process is essential to an organization’s ability to adhere to the bottom line. By doing so, high-performing organizations have been able to achieve new levels of financial performance while augmenting their strategic capabilities. The following topics will be discussed in this keynote address:

Bob Paladino – President, Paladino Associates, ASMI Senior Fellow

• Self-assessment: Strengths and Opportunities for improving the effectiveness of performance management through planning and forecasting

10:40

• Critical elements of an effective, integrated performance management process • Emerging trends and practices in planning and forecasting • Key steps to transition from a traditional to rolling forecast process Mitch Max – CEO, Virtual Profit Solutions, ASMI Senior Fellow

DAY ONE

Budgeting and Forecasting Conference

10:30 Break & Refreshments

Employ Driver-Based Budgeting & Planning Practices for Keen Insight on Financial Performance • Identify cause and effect relationships to obtain detailed information about key drivers of financial performance • Integrate key non-financial drivers with traditional financial data • Rapidly assess the financial impact of different business scenarios John Sanchez – Managing Director, The FPA Group Joaquin Soria – President, Nutrac Global

9:10 Break & Refreshments

WHO SHOULD ATTEND? • CFOs

• Directors of Finance

• VPs of Finance

• Forecasting Analysts

• Controllers

• Financial Analysts

• Budgeting Directors ...and anyone involved with budgeting and forecasting!

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DAY ONE (cont.)

Budgeting and Forecasting Conference

WEDNESDAY, SEPTEMBER 21, 2011 11:55 Networking & Lunch Break

1:00

Realize the Potential of Rolling Forecasts to be a Driver of Dynamic Change • Analyze a case study to examine the design and implementation approach of a rolling forecast • Set performance targets that are more ambitious, intelligent, and rewarding • Discover how companies are leveraging rolling forecasts for more succinct financial planning Sid Ghatak –President, Rolling Forecast International, Ltd.

2:15 Break & Refreshments

2:20

The Planning Maturity Curve: Where Are You? Where Do You Want to Be? In the fast-paced and often humorous workshop, Rand and Ben analyze the five levels of planning maturity—no planning, seat of the pants, budgeting, forecasting and agile planning. The presentation is based on Alight’s adaptation of the Capability Maturity Model first developed at Carnegie Mellon University. Not surprisingly, the goals, processes and requirements for each type of planning vary, including effectiveness in resource planning and impact on decision making. The workshop includes a company case study of Agile PlanningTM, a new methodology for realtime collaboration and scenario analysis now being used by many organizations for overhauling their stagnant and over-politicized planning processes. Rand and Ben also perform a fun simulation of a real time agile planning session. Rand Heer – CEO, Alight Planning Ben Lamorte – VP of Marketing, Alight Planning

4:20 Day 1 Adjourns

REASONS TO ATTEND • Master the steps necessary to move from traditional budgeting to rolling forecasts

• Rollout advanced planning processes with more dynamic forecasting techniques

• Incorporate best practices in forecasting to enhance precision and organizational agility

• Utilize budgeting & forecasting methods that will aid in the strategic deployment and allocation of resources

• Enhance your forecasting methods to eliminate inefficiencies and waste

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THURSDAY, SEPTEMBER 22, 2011 8:20 Continental Breakfast

8:50

Opening Remarks and Keynote Address by Conference Chairman: Use Budgets and Forecasts as Fundamental Components in Creating a More Agile and Flexible Organization A critical success factor in an organization achieving a sustainable level of performance is its ability to adapt its performance management model to create more dynamic processes. Thus, organizations will need to explore innovative management processes geared toward embracing change and creating more flexible budgeting and forecasting processes. Organizations that exhibit such characteristics do not see change as a threat, but as an opportunity to move forward. In this session you will learn how to become a “sense and respond” organization that is flexible despite the demands of the ever-changing business environment. • Use budgets and forecasts to translate strategy into a coherent set of initiatives and operating plans • Integrate contingency planning into budgeting and forecasting processes to create more functional and competitive financial strategies Larry Williams – Former Director of SP &F, Cooper Tire

DAY TWO

Budgeting and Forecasting Conference

10:00

Apply Cost and Profitability Analytics to Support Effective Planning and Forecasting • Aligning your business strategy with appropriate Cost and Profitability Analytics • Emerging and Best Practices in developing and using cost and profitability analysis • Analyzing profitability to create action in performance improvement • Using cost information to drive efficient resource allocation in your planning and forecast processes Mitch Max – CEO, Virtual Profit Solutions, ASMI Senior Fellow

11:05 Break & Refreshments

11:10

Discover How to Link the Budget Process to Compensation • Analyze case studies to examine how companies have linked leading practices such as driver-based planning and rolling forecasts to compensation • Learn how to implement these innovative approaches without sacrificing accountability within the organization • Discuss the major barriers to establishing a link between new budget practices and compensation

9:55 Break & Refreshments

John Sanchez – Managing Director, The FPA Group Joaquin Soria – President, Nutrac Global

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DAY TWO (cont.)

Budgeting and Forecasting Conference

THURSDAY, SEPTEMBER 22, 2011 12:15 Networking & Lunch Break

1:15

Benchmark your Budget Process and Financial Goals to Set Performance Targets • Benchmark core processes to better understand performance gaps • Apply benchmarking data to redefine your performance management strategy • Establish high-level indicators of your performance that incite management to long-term performance planning Sid Ghatak –President, Rolling Forecast International, Ltd.

2:25

Create a Roadmap to Lead and Manage the Change to a More Dynamic Budgeting Process By now you may have identified multiple opportunities to improve your budgeting and forecasting processes. So what is your plan for leading some of these change initiatives and transitioning to a more refined budgeting & forecasting culture? • Develop a change road map to identify change agents and inhibitors (Interactive Exercise) • Communicate and create the business case for such a change • Identify the change initiative most vital to performance improvement and leverage it to broaden the change effort Sid Ghatak –President, Rolling Forecast International, Ltd.

2:20 Break & Refreshments 3:50 Conference Adjourns

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Budgeting and Forecasting Conference

VENUE & LOGISTICS Venue and Hotel:

CPE Credits:

The Budgeting and Forecasting Conference will be held at the Westin San Diego Hotel.

Delivery Method: Group-live

Conference Address: Westin San Diego 400 West Broadway San Diego, CA 92101 619-239-4500

Prerequisites: None

Program Level: Intermediate Advanced Preparation: None CPE Credits: 21 Sponsor Organization Name and Sponsor ID Number: Thompson Media Group 109435

A limited number of rooms have been reserved at the Westin San Diego at the prevailing rate of $147 until August 20, 2011. Please call the hotel directly and reference code “Budgeting & Forecasting” when making reservations to get the discounted rate.

Tuition and Group Discounts: The tuition rate for attending the Budgeting and Forecasting Conference is as follows:

Thompson Media Group is registered with the 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: www.nasba.org.

Quality Assurance The American Strategic Management Institute (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:

Offerings

Early Bird

Regular Rate

ASMI: Quality Assurance 805 15th Street, NW, 3rd Floor. Washington, DC 20005

Conference

$1699*

$1799

Workshop

A: $199

B: $199

Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program.

*For the Early Bird Rate, Register by July 20, 2011. For more information on group discounts for the Budgeting and Forecasting Conference, contact: Andrea DiRaddo at 202-739-9601 or email her at Andrea.DiRaddo@ASMIWeb.com

If for any reason The Institute decides to cancel this conference, The Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts: • • • • •

Exhibiting & Sponsorship:

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 whether by The Institute (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.

To learn more about exhibiting and sponsorships at the Budgeting & Forecasting Conference please contact Andrew Goodwin at 202-739-9707 or email him at Andrew.Goodwin@PerformanceInstitute.org.

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TO REGISTER: Budgeting and Forecasting ConONLINE at ference www.ASMIweb.com/Budgeting

VIA PHONE at 877-992-9522

VIA FAX to 866-234-0680

REGISTRATION FORM ❏ Yes! Register me for the Budgeting and Forecasting Conference ❏ Yes! Register me for the optional workshop

❏ Workshop A

❏ Workshop B

❏ Both Workshops A and B

❏ Please call me. I am interested in a special Group Discount for my team

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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. 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

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PRIORITY CODE: B353-WEB 8

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B353-WEB