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December 12 – 14, 2011 | Washington, DC

E a r n up t o 18 C P E C re d its !

Training 2011

ROLLING FORECAST Integrate Rolling Forecasts as Critical Tool for Managing Business Operations 1. OBTAIN THE SOLUTIONS TO INTEGRATE ROLLING FORECASTS INTO YOUR MANAGEMENT PROCESSES: Efficiently manage and modify business plans to enable proactive,

rather than reactive, business decisions

2. DISCOVER HOW LEADING COMPANIES HAVE SUPPLANTED THEIR BUDGET PROCESS

WITH ROLLING FORECASTS: Examine case analyses demonstrating best practices for rolling forecasts

3. LEARN THE POSITIVE EFFECT OF ROLLING FORECASTS ON OPERATIONAL PERFORMANCE: Alleviate the stress induced by typical budgeting and financial management cycles

4. IDENTIFY THE PROPER PATH TO TAKE WHEN FOSTERING BUY-IN FOR ROLLING FORECASTS: Create a change management roadmap for taking on this strategic implementation

In Association With:

Optimize M anagement Processes for More Flexible Business Planning

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DAY ONE

Rolling Forecast Training 2011 MONDAY, DECEMBER 12, 2011 8:00

Registration & Continental Breakfast

8:30 MORNING SESSION

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of the forecast in the management process • Learn the evolution of the forecast • Discover why traditional forecasting is obsolete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 • Characterize an accurate forecast • Harness forecasting in today’s uncertain and volatile world 12:00 Lunch Break & Networking

1:00 AFTERNOON SESSION

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 4:00

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Day One Adjourns

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This program has been specially designed for: ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

CFOs VPs of Finance Managing Directors Financial Controllers Directors and Managers of Finance Directors of FP&A Forecasting Analysts Financial Analysts Budgeting Directors Financial and Management Accountants

Reasons to Attend: 1. Experience Improved Decision Making with Greater Visibility of Future Scenarios 2. Learn Techniques that Will Augment Your Forecasting Skills for Improved Accuracy 3. Utilize Rolling Forecasts to Drive a Continuous Planning Process 4. Integrate Measures and Metrics to Facilitate a More Succinct Forecasting Process 5. Realize the Power of Rolling Forecasts to Enhance Bottom Line Results


TUESDAY, DECEMBER 13, 2011 8:30

DAY TWO

Rolling Forecast Training 2011 Continental Breakfast

9:00 MORNING SESSION

Create Forecasts Templates for Immediate Impact • Construct a credible forecast • Manage forecast accuracy • Make accurate and informed decisions

Integrate Forecasts into the Management Process • Replace the budget with the forecast • Integrate strategic planning, risk management and reporting into forecasting • Assess implications with incentive compensation

12:00 Lunch Break & Networking

1:00 AFTERNOON SESSION

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 4:00

Conference Adjourns

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PRE-CONFERENCE WORKSHOP

Rolling Forecast Training 2011 WEDNESDAY, DECEMBER 14, 2011 Post-Conference Workshops are practical, supplementary application sessions that incorporate and review tools, techniques and methods presented during the event. Participants will obtain a further understanding of how to use newly acquire 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 registered today to reserve your place. 8:30

Workshop Registration & Continental Breakfast

9:00

Developing a Rolling View: Construct Your Own Rolling Forecast Model Leveraging the lessons learned over the previous two days, attendees will have the opportunity to apply them directly to their own organizations to construct a high level rolling forecast. All key areas will be covered including business process design, driver identification, time horizon and level of detail. In addition, a change management plan will be created that can be used to handle the most common organizational hurdles.

WHAT ARE THE DELIVERABLES FOR THIS WORKSHOP? • • • •

Examine rolling forecast process design techniques Analyze driver identification Focus on time horizons and detail identification Create a change management plan

12:30 Workshop Adjourns

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M eet the Trainer:

Sid Ghatak CEO, Rolling Forecast Solutions

Sid Ghatak is President of Rolling Forecast Solutions, LLC, a management consulting firm specializing in the areas of integrated performance management, planning and forecasting and business intelligence. Combining rich expertise in business strategy and leading-edge technologies, Sid and his firm advise on and execute strategic business solutions that deliver critical data to decision-makers at all levels of client organizations. Sid’s ability to envision possibilities for his clients and transform them into reality fuels growth for multinational companies in a wide range of industries. For more than 10 years, Sid has been implementing rolling forecast and planning solutions for such clients as Thomson Reuters, Discovery Communications, Merck & Co., AOL Time Warner, Northrup Grumman, JP Morgan Chase and British Aerospace. He is an accomplished trainer, empowering business leaders to successfully adopt rolling forecast systems that bring visibility and agility to their organizations.


Rolling Forecast Training 2011 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 options available to you, please contact JENNIFER MUELLER at 202-739-9619 or email her at Jennifer.Mueller@PerformanceInstutite.org

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 pre-designed sponsorship packages: • Event Co-Sponsor

• Session Sponsor

• Luncheon Sponsor

• Exhibit Booth Sponsor

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Rolling Forecast Training 2011 VENUE & LOGISTICS Venue and Hotel:

Group Discounts:

The Rolling Forecast Training 2011 will be held at The Performance Institute Learning Center in Washington DC. The Learning Center is just a few blocks from the Gallery-Place China Town metro. 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.

For more information on pricing & group discounts, please contact: Andrea DiRaddo at 202.739.9601 or email her at Andrea.DiRaddo@ASMIweb.com

The Performance Institute Learning Center 901 New York Avenue, NW, 3rd Floor Washington, DC 20001 | Phone: 202-524-8041 A limited number of rooms have been reserved at the Washington Marriott at Metro Center at the prevailing rate of $181. 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 “Rolling Forecast” 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 (Int.) To register online, please visit: www.ASMIweb.com/Forecasting and click on the Venue and Hotel tab.

Tuition: The tuition rate for attending the Rolling Forecast Training 2011 is as follows: PRICING

EXPIRES 10/14 EXPIRES 11/14

EXPIRES12/12

Conference

$1499

$1649

$1799

Workshop

$149

$199

$299

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CPE Credits: Delivery Method: Group-live Program Level: Intermediate Prerequisites: None Advanced Preparation: None CPE Credits: 18 Conference: 12 Workshop: 3 Sponsor Organization Name and Sponsor ID Number: Thompson Media Group 109435 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: ASMI: 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. The Institute 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 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: 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.


Rolling Forecast Training 2011 REGISTRATION CALL:

FAX FORM TO:

VISIT US ONLINE:

877-992-9522

866-234-0680

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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: ______________________________________________________________________________________________

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Priority Code: B363-WEB

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Our 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.

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

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3.3. LEARN THE POSITIVE EFFECT OF ROLLING FORECASTS ON OPERATIONAL 4.4. IDENTIFY THE PROPER PATH TO TAKE WHEN FOSTERING BUY-IN FOR ROLLING 1...