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BUSINESS INTELLIGENCE S U M M I T Earn up to 21 CPE Credits December 5–7, Washington, DC Leverage BI & Predictive Analytics to Drive Enterprise Decisions PRESENTED BY:

www.BISummit2011.com


AGENDA AT-A-GLANCE DAY 1: MONDAY, DECEMBER 5, 2011

WHO SHOULD ATTEND?

8:00

Conference Registration and Continental Breakfast

8:30

KEYNOTE ADDRESS Apply BI and Analytics for Stronger Performance Management Results

9:30

Break & Refreshments

9:35

Develop a Conceptual Information Model for Your BI Projects

10:45

Break & Refreshments

10:50

Data Visualization and the New BI

 Data Warehouse Program and Project Managers

12:15

Networking & Lunch Break

 Business Analysts

1:15

Overcome the Barriers to Strategic BI

 Budget Analysts

2:25

Break & Refreshments

2:30

Create a BI Competency Center that Fosters a Performance Management Culture

3:40

Day One Adjourns

 Directors of Finance  Directors and Managers of BI

 Financial Analysts  Program Analysts  Data Architects

DAY 2: TUESDAY, DECEMBER 6, 2011 8:30

Continental Breakfast

9:00

KEYNOTE ADDRESS Utilize Decision Management to Derive Maximum Value from Your Predictive Analytics

10:00

Break & Refreshments

10:05

Effectively Integrate Planning with Predictive Analytics in Your Organization or Agency

11:15

Break & Refreshments

11:20

Apply Predictive Analytics to Improve Customer Value Delivery and Acquisition

12:30

Networking & Lunch Break

1:30

Deliver High-Quality, High-Impact Data Models

2:40

Break & Refreshments

2:45

Empower Your Employees to Generate Insights with a Self-Service BI Function

3:55

Day One Adjourns

DAY 3: WEDNESDAY, DECEMBER 7, 2011 — POST-CONFERENCE WORKSHOPS 8:30

Workshop Registration and Continental Breakfast

9:00

WORKSHOP A Decision Making: What is it? How is it Changing? What is its Value Contribution?

12:00

Workshop A Adjourns – Networking & Lunch Break

1:00

WORKSHOP B Design, Deploy, and Integrate Performance Dashboards for Data-Driven Decision Making

4:00

Workshop B Adjourns

…and anyone involved with the business intelligence functions within your 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 longterm strategic planning 3. ENHANCE your organization’s intelligence and ability to optimize performance 4. DEVELOP a strategic approach to BI that drives sustainable performance 5. MINIMIZE internal and external performance gaps with predictive analytics

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DAY Y

Monday, December 5, 2011

8:00

Conference Registration and Continental Breakfast

8:30

KEYNOTE ADDRESS: Apply BI and Analytics for Stronger, More Savvy Performance Management Results Leading companies always seem to be ahead of their competitors, to know more information about their customers and the market, and to always capitalize on opportunities that enhance their business performance. So how do these leading companies create this separation between themselves and their competitors? They do so by integrating BI and analytics into their performance management framework in order to make quicker and more accurate decisions that reduce the barriers to executing strategy. This keynote will discuss how you can develop a strategic approach to BI and Business Analytics for improved performance. DAVE BARKER — Manager, Business Intelligence and Data Administration, Pinnacle Foods Group

9:30

Break & Refreshments

9:35

Develop a Conceptual Information Model for Your BI Projects • Implement a best practice model for information gathering that achieves an effective business intelligence solution • Understand why the poor 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

10:45

Break & Refreshments

10:50

Data Visualization and the New BI / Part I: Best Practice in Data Visualization – Avoid Information Overload • Expose actionable decisions through the use of visualization • Examine the difference between using data visualization for strategic vs. operational BI • Explore the relationship between transactional data, data warehouses and data visualization

Part II: Apply Business Analysis Techniques – Dashboard Design and Implementation • Proper use of business analysis in dashboards • Functional dashboards for meaningful operation monitors • Sound business practices during the development cycle maintains alignment of practices, outcomes and goals JIM HARDER — Principal, Visual Data Group 12:15

Networking & Lunch Break

1:15

Overcome the Barriers to Strategic BI • Utilize BI as an enterprise-wide vehicle to manage corporate information • Develop a BI technology strategy that effectively addresses your company’s needs • Create a culture that values and uses information to help manage the business and make decisions WAYNE BARAKAT — GVP, Management Information & Business Intelligence, SunTrust Bank

2:25

Break & Refreshments

2:30

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 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 high-impact solutions REID A. BLOCK — CEO, PACE Performance Group

3:40

Day One Adjourns

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DAY

2

Tuesday, December 6, 2011

8:30

Continental Breakfast

9:00

KEYNOTE ADDRESS: Utilize Decision Management to Derive Maximum Value from Your Predictive Analytics Predictive analytics and modeling improve organizational responsiveness to changing market dynamics that affect customers, channels, partners, and more. The ability to anticipate these effects is critical to achieving high levels of business performance. Thus, decision management combines predictive analytics and decision-making processes to maximize the value of the analytics insights. This keynote will discuss how decision management allows for smarter, simpler, and more agile systems and processes. MIKE HYZY — SVP, Distribution Channel Reporting & Analytics, Bank of America

10:00

Break & Refreshments

10:05

Effectively Integrate Planning with Predictive Analytics in Your Organization or Agency • Integrate predictive analytics in your decision support framework • Raise the awareness of the value of analytics and increase the likelihood of their impact • Lean how you should go about deploying and applying analytics to drive performance JON DESENBERG — Sr. Policy Director, The Performance Institute

11:15

Break & Refreshments

11:20

Apply Predictive Analytics to Improve Customer Value Delivery and Acquisition • Identify and focus your efforts on the right customer and product mix • Develop a robust customer analytics strategy to identify the segments that matter and draw insights about behavior • Discover how leading organizations have leveraged predictive analytics to reach more customers and increase sales REID A. BLOCK — CEO, PACE Performance Group

12:30

Networking & Lunch Break

1:30

Deliver High-Quality, High-Impact Data Models • Examine standard and advanced methods for predictive modeling • Learn powerful techniques for agile data modeling • Examine the technical and human aspects of agile data modeling • Define agile data modeling and development and what these terms should mean to your organization

2:40

2:45

Break & Refreshments

Empower Your Employees to Generate Insights with a Self-Service BI Function • Keep up with the demand for information and analytics for your information workers • Extend the reach and scope of BI applications to address a wider range of needs and problems with customizable analytics • Learn why usability and consumability are the two major critical success factors to a fully functioning self-service BI function SEAN BOLLINGER — Manager, Business Intelligence, iCrossing

3:55

Day Two Adjourns

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DAY

3

Wednesday, December 7, 2011 — Post-Conference Workshops

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 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 place.

8:30

Workshop Registration and Continental Breakfast

9:00

WORKSHOP A: Decision Making: What is it? How is it Changing? What is its Value Contribution? Are you interested in sales effectiveness, marketing value contribution, justifiable company valuation strategy, tactical programs, operations, or a practical and defensible capital investment approach to present to the BoD? If you’ve answered yes to any of these circumstances this is the session you must attend. This program will be presented by Bill Swanson, a certified Six Sigma Black Belt and also certified in Financial Simulation Analysis. He will help you see how Predictive Business Analytics will change the way any size organization will make decisions and successfully compete in this decade leveraging methods that 85% of all Fortune 500 companies utilize for making superior fact-based decisions. He has 25 years of field, managerial, and Sr. Management Team participation including primary budgetary responsibility and accountability. In this session, Bill will help you do the following: • Experience a highly interactive presentation where you will make the decisions that will determine the degree of market and financial impact a company’s strategic plan will achieve • Compare your decisions in “real-time” with your peers, consultants, and practicioners • Follow-up using the decision Predictive Analytics determined to be most correlated to customer impact and behavior, and where a decision option [choice] can be predicted in the future. BILL SWANSON — President, CEO Decisions

12:00

Workshop A Adjourns

12:00

Networking & Lunch Break

1:00

WORKSHOP B: Design, Deploy, and Integrate Performance Dashboards for Data-Driven Decision Making The most important role of a dashboard is to help companies to monitor and react to changes in key metrics. A strong dashboard must present stakeholders with clear visual presentation of key performance indicators and enable them to make informed decisions. During this workshop, you will have the opportunity to do the following: • Learn the difference between operational, tactical, and strategic dashboards • Examine the MAD framework for designing dashboards • Discuss the pros and cons of different dashboard architectures • Choose the best visualization for conveying the intended message • Refine performance metrics and devise ways to link them to organizational goals • Utilize business analysis to properly scope and plan your dashboard implementation BILL BARBERG — President, InsightFormation

4:00

Workshop B Adjourns

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TRAINING OFFERINGS

IN-HOUSE TRAINING & CUSTOMIZATION 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 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. While many training providers will offer you some variation of their standard training, The Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need.

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

• Performance Measurement

• Project Management

• Lean Six Sigma

• Workforce Management

• Performance-Based Budgeting

• Performance-Based Contracting

• Performance Reporting

• Program Evaluation

• Administrative Management

• Leadership and Change

FOR MORE INFORMATION ABOUT IN-HOUSE TRAINING & CERTIFICATION OPTIONS, please contact: Jennifer Mueller at 202-739-9619 or email her at Jennifer.Mueller@ASMIweb.com

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

FOR MORE INFORMATION ABOUT EXHIBITING & SPONSORSHIP OPPORTUNITIES, please contact: Andrew Goodwin at 202-739-9707 or email him at Andrew.Goodwin@ASMIweb.com

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LOGISTICS

VENUE & HOTEL

EARN UP TO 21 CPE CREDITS!

The Business Intelligence Summit 2011 will be held at The Performance Learning Center in Washington DC. The Learning Center is just a few blocks from the Gallery Place-Chinatown 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.

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

The Performance 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 $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 Institute and the name of the event “Business Intelligence Summit” 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)

TUITION & GROUP DISCOUNTS The tuition rate for the Business Intelligence Summit is as follows:

Conference Workshop

Expires 10/7

Expires 11/4

Closing

$1199

$1349

$1499

$99

$199

$299

For more information on pricing and group discounts please contact:

Anthony Masucci at 202-739-9548 or Anthony.Masucci@ASMIweb.com

CANCELLATIONS & 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: The American Strategic Management Institute: Quality Assurance 805 15th Street, NW, 3rd Floor, Washington, DC 20005

TO REGISTER ONLINE: please visit www.BISummit2011.com and click on the Venue and Hotel tab.

Pricing

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

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 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. • 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 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.


REGISTER TODAY! CALL:

FAX FORM TO:

VISIT US ONLINE:

877-992-9522

866-234-0680

www.BISummit2011.com

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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: B370-WEB


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