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Earn up to 20 PDUs and CPE Credits

October 18 - 20, 2011 | Orlando, FL

Sharpen Your Approach to Performance Management and Strategy Execution Featuring 6 Comprehensive Tracks: A Design, Implement and Execute the Right Strategy B Internal and External Performance Management C Business Intelligence, Metrics and Analytics D Product Strategy & Performance E Integrate Strategy and Performance Management as a Closed-Looped, Value-Added Process F Link Planning, Budgeting and Forecasting

Sponsored by:

ThePerformanceConference.com www.ThePerformanceConference.com

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Business executives from across the country will gather to explore ways to overcome challenges in business performance and discover the latest innovations in performance management, process improvement, customer experience and business intelligence at the annual Performance Conference. Led by speakers from the upper echelons of performancebased companies and organizations, The Performance Conference will focus on performance management systems, measures and metrics, employee performance and customer experience. Join best-in-class performance management and business analytics professionals at The Performance Conference 2011 to drive results and improve organizational performance and profitability.

Achieve Your Long-term Goals with a Comprehensive Performance Management Framework This program is designed for

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TITLE

FUNCTION

INDUSTRY

ƒƒ C-Level Executives

ƒƒ Strategic Planning

ƒƒ Financial Services

ƒƒ C-Level Executive Direct Report Teams

ƒƒ Information Technology

ƒƒ Retail/Consumer Goods

ƒƒ Customer Management

ƒƒ Healthcare and Pharmaceuticals

ƒƒ Chief Performance Officers ƒƒ Presidents ƒƒ Vice Presidents

ƒƒ Business Analytics ƒƒ Finance

ƒƒ Directors

ƒƒ Marketing/Research/Product Development

ƒƒ Managers

ƒƒ Sales/Business Development

ƒƒ Analysts

ƒƒ Project and Program Management

… and anyone involved in business planning, corporate performance, and strategy execution.

ƒƒ Corporate Development ƒƒ Human Resources ƒƒ Operations ƒƒ Risk Management

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ƒƒ Technology and Telecommunications ƒƒ Travel, Hospitality and Entertainment ƒƒ Industrial Manufacturing ƒƒ Education ƒƒ Automotive and Transportation ƒƒ Energy and Utilities


Letter from the Conference Chair tips & information Growth, business transformation, and finding new approaches to performance management are Dear Colleague:

back on the agenda for most companies today. Every time we look at the news, we see examples of how businesses are transitioning from their conservative, bottom-line preservation tactics to Speaker more Biographies and dynamic, forward-looking strategies for attaining new levels of growth and performance. Companies PowerPoint Presentations: are doing this by embracing the tasks of strategic thinking and planning— ultimately generating new business insights that will allow them to successfully deploy initiatives geared towards acquisitions, Available speaker biographies and customers, products, innovation and new markets. presentations have been copied to

a CD Understanding how the business environment is and will be changing allows organizations to inserted in your conference become more agile and proactive in how they decide to improve and sustain performance. While tote. Please remember that not all this will be accomplished in different ways, we can be sure that those who are successful at realizing presentations and biographies are and capturing these transformational opportunities can achieve the type of growth that is difficult made available to ASMI. for competitors to imitate.

To help you respond to the evolving business landscape and to advance your organization’s Exhibit Hall and Expo performance, you are invited to join us at the The Performance Conference, October 18 – 20, Be sure to visit our Exhibit Hall to 2011 in Orlando.

see the latest resources available in

At this national event, our goal is to help you increase your responsiveness to the business challenges performance management. Visit and trends of today. You will engage in highly interactive workshops and discussion session that will with the sponsors to gain insight and help you learn how to execute strategies that align with corporate goals and drive performance across all key business functions, including finance, HR, operations and more. Experts in the fielda will hands-on understanding of the discuss various performance management strategies and best practices in business analytics. They will latest innovations in performance provide solutions that offer valuable information and data such as predictive indicators to increase management tools and techniques. sales, reduce costs, improve profitability and identify new leads for more business opportunities. Leaders in performance management will be on hand for The Performance Conference 2011. Conference Evaluation Join them and you will emerge with powerful lessons and tools for driving real and immediate performance improvements in your organization through measures, metrics and business analytics. We want your opinion! As you I look forward to seeing you in Orlando!

Best Regards,

Roy Barnes

President, Bluespace Consulting ASMI Senior Fellow

attend the sessions throughout the conference, please remember to fill out your evaluation form – from speakers, to topics, to logistics. We utilize this information to improve our programs and product offerings and truly value your input. Please drop off your completed evaluations at the registration table, or with any ASMI staff member.

www.ThePerformanceConference.com

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Agenda At-a-Glance Pre Conference Seminars: Tuesday, October 18, 2011 8:00

Pre-Conference Seminar Registration and Continental Breakfast

9:00

Seminar A*: Innovative Corporate Performance Management (CPM): Build a CPM Framework in Your Organization

4:00

Seminars Adjourn

Seminar B* : Business Analytics Fundamentals: Effective Use of Information to Drive Positive Business Performance

Seminar C*: Lean Six Sigma Seminar D*: Identify White Belt Certification the Right Measures to Drive Performance

*Lunch will be provided

Day One: Wednesday, October 19, 2011 7:30

Registration & Continental Breakfast

8:00

general session: Opening Remarks with Conference Chairman: Setting the Stage for Performance Management

8:45

Keynote Address: Identify Key Business Drivers and Measure their Impact on Performance Management

9:45

Networking Break and Exhibits

9:55

Leadership Panel: Design and Sell Your Corporate Vision

11:10

Networking Break and Exhibits Track A: Design, Implement and Execute the Right Strategy

Track B: Internal and External Performance Management

Track C: Business Intelligence, Metrics and Analytics

11:15

Overcome Barriers to Designing and Executing Strategy

How to Transform Performance Measurement in Your Organization

Optimize Performance with the Balance of BI, Metrics, and Analytics

12:15

Lunch and Networking Break

1:15

Deep Dive Session: Bridge the Gap between Strategy and Execution

2:45

Networking Break and Refreshments

3:00

INTERACTIVE SESSION: A Step-by-Step Plan for Implementing World-Class Performance Management

4:30

Cocktail Reception and Exhibit Hall

6:30

Cocktail Reception Adjourns

INTERACTIVE SESSION: Use Employee INTERACTIVE SESSION: Decision Performance Data to Increase Productivity Making: What is it? How is it Changing? What is its value contribution?

Top 10 Reasons to Attend:

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establish a Performance Management Framework that Generates LongTerm Value

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Devise Measures and Metrics that Explicitly Link Business Objectives to Strategy

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integrate Customer Experience as an Integral Part of Financial Performance

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create a Roadmap to Ensure that Product Performance Correlates with the Business Strategy

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link Strategy and Finance as a Closed-Loop Process for Performance Management


Agenda Continued Day Two: Thursday, October 20, 2011 7:30

Registration and Continental Breakfast

8:00

Keynote Address: Increase Organizational Agility with a Flexible, Value-Driven Strategic Planning Process

9:15

Networking Break and Exhibits Track D: Product Strategy & Performance

Track E: Integrate Strategy and Performance Management as a ClosedLooped, Value-Added Process

Track F: Link Planning, Budgeting and Forecasting

9:30

Product Road Mapping— Deliver Against your Portfolio Objectives

Create an Integrated Performance Management Framework that Achieves Intended Outcomes

Driver-Based Budgeting and Planning

10:45

Networking Break and Exhibits

11:00

Manage the Product Portfolio Across the Lifecycle

Employ BSC Principles for Enterprise-Wide Alignment to Strategy

Realize the Potential of Rolling Forecasts to be a Driver of Positive Change

12:15

Lunch and Networking Break

1:15

Deep Dive Session: Make Some Strategy Decisions in the Top Pricer Tournament

2:45

Networking Break and Refreshments Track D, continued

Track E, continued

Track F, continued

3:00

Create an Ongoing Product Management Process that Provides Business Agility

Leverage Risk Management to Facilitate Strategy Execution

Discover How to Link your Compensation Structure to Reinforce Strategy Execution

4:00

General session: chairperson’s closing remarks: Develop and Capitalize on Your Performance Management System

4:30

Conference Adjourns

It was the first time I attended one of your events and I found it very worthwhile for our organization’s endeavors.” — SchoolsFirst Federal Credit Union

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enhance your BI Capabilities to Fuel more Value-Added and Data-Driven Decision Making

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realize Innovation as a Fundamental Driver of Improved Business Performance

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Measure and Improve the Productivity of Your Workforce

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Improve Your Strategic Thinking Capabilities to Effectively Address Complex Business Issues

utilize Strategic Planning as a Process to Create EnterpriseWide Alignment to Short and Long-Term Goals

www.ThePerformanceConference.com

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Pre-Conference Seminars Tuesday, October 18, 2011 CHOOSE seminar A, B, C or D:

Pre-Conference Seminars are hands-on, interactive sessions with specially designed exercises and projects that have immediate application. With these full-day application sessions, you will enhance your training experience by establishing a reference point of knowledge, language, and methodologies for the rest of the event. These sessions will dive deep into Balanced Scorecard, Business Analytics, and Lean Six Sigma to help improve your expertise and gain knowledge of practical tools to implement from field experts. 8:00 Pre-Conference Seminar Registration and Continental Breakfast

9:00–4:00, with a Networking Luncheon 12:00–1:00 Seminar A

Seminar b

Innovative Corporate Performance Management (CPM): Build a CPM Framework in Your Organization

Business Analytics Fundamentals: Effective Use of Information to Drive Positive Business Performance

In good times, strengths and weaknesses of a business model are often overlooked. In bad times, as with our recent global recession, weaknesses often come to the forefront. Market forces and prolonged recession have caused organizations to re-think their business models through innovative best practices. This workshop is meant to provide you with proven, real-world implementation insights from awardwinning organizations who have found a way to champion their CPM processes and establish a long-lasting framework to ensure the efficacy of their performance management strategy. During this seminar you will:

Research shows that companies using business analytics, predictive tools, and root cause analysis as part of their scorecard and BPM efforts achieve greater performance improvements than those using only scorecards. This interactive course introduces attendees to concepts of business intelligence, business analytics, data visualization, and how to effectively leverage information for business advantage. It covers collecting the data required for business analytics, common challenges and how to overcome them, and best practices for implementing business analytics to achieve improved business performance. Case studies demonstrate how leading companies use business analytics and the benefits they derive from doing so. Exercises provide an opportunity for attendees to apply analytic concepts to their own situations. Live demonstrations will present leading-edge analytic tools and actual techniques. During this seminar, you will:

ƒƒ Learn the five key principals of self-scoring diagnostics ƒƒ Examine key strategic frameworks that leading companies have implemented ƒƒ Review various strategic planning methods and the application of strategy maps to drive initiatives ƒƒ Learn the CPM process blueprint and benchmark against award-winning organizations so that you can start to establish or refine your CPM capabilities Bob Paladino ASMI Senior Fellow Founder, Bob Paladino Associates

ƒƒ See highlights of a recently completed research study on how companies are using analytics in conjunction with their BPM program to achieve superior business results ƒƒ Hear examples of how successful organizations can leverage analytics for competitive advantage ƒƒ Identify essential elements of a business analytics program ƒƒ Discover common business and technical challenges to implementing business analytics ƒƒ Understand the role of data visualization in “telling the story” contained in data Sid Ghatak President, Rolling Forecast Solutions

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Pre-Conference Seminars Tuesday, October 18, 2011 CHOOSE seminar A, B, C or D: 9:00–4:00, with a Networking Luncheon 12:00–1:00 Seminar c

Lean Six Sigma White Belt Certification Eliminating waste as a strategy to improve organizational performance is one of the key factors in any Lean Six Sigma initiative. Our intensive White Belt Certification seminar is a basic course allowing executives to understand the underlying concepts, methods, and tools needed for Lean Six Sigma deployment. Attendees of this seminar will gain a solid understanding of the Lean Six Sigma methodology and how it can be applied to various projects. You will also learn how to utilize the key tools and techniques needed for a Lean Six Sigma deployment. Each attendee will be required to take a 30-minute examination at the conclusion of the course to ensure they have a working knowledge of the information provided. During this seminar, you will: ƒƒ Understand the history and background of Lean Six Sigma ƒƒ Learn how to develop a project charter ƒƒ Evaluate the core concepts of Lean and Six Sigma ƒƒ Maximize your understanding of the Lean Six Sigma methodology (focus on DMAIC – Define, Measure, Analyze, Improve, Control) ƒƒ Learn how to identify redundant steps in your process ƒƒ Develop skills needed to manage the culture change ƒƒ Understand how to use data properly to effectively measure, analyze, improve, and control performance ƒƒ Evaluate Voice of the Customer (VOC) techniques ƒƒ Examine the Cost of Poor Quality (CPQ) ƒƒ Learn key data collection strategies ƒƒ Receive basic statistics, graphical analysis, and Statistical Process Control (SPC) training Charis Grossman, PMP®, Six Sigma Black Belt Sr. Consultant, St. Petersburg College, State College of Florida and the Performance Institute

Seminar D

Identify the Right Measures to Drive Performance Performance measurement programs often result in companies having an overwhelming number of measures based on the belief that “you get what you measure.” But with too many measures and not enough focus, the burdens of collecting all the measures can outweigh the benefits. In order to ensure efficiency in our management and reporting processes, we must pay close attention to what we measure and how we use those measures to improve management, alignment, and performance. This session emphasizes the difference between operational and strategic measures and gives participants handson experience in developing a strategic management framework and creating powerful leading indicators that drive alignment and strategy execution. ƒƒ Work with a team to develop a part of a strategy map for a fictional company ƒƒ Learn how defining a “From-To-Gap” for the strategic objectives simplifies the choice of measures ƒƒ Gain hands-on experience with techniques to clarify measures, targets, and initiatives ƒƒ Discuss how to integrate strategic performance management and measurement ƒƒ Learn valuable best practices for “Strategy-Aligned Management” using the Balanced Scorecard methodology to create a culture of teamwork and accountability Bill Barberg President, Insightformation George Robson Sr. Consultant, Insightformation

4:00 Seminars Adjourn

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Day One

Wednesday, October 19, 2011 7:30 Conference Registration, Continental Breakfast and Exhibits

8:00 general session: Opening Remarks with Conference Chairman

Setting the Stage for Performance Management Roy Barnes President, Blue Space Consulting ASMI Senior Fellow

8:45 Keynote Address

Identify Key Business Drivers and Measure their Impact on Performance Management A successful business will need to measure performance in a broad range of areas as a means to ensure that strategies and tactics are optimized for company resiliency. A holistic approach to fulfilling this imperative requires that management understand the key drivers of the business and the potential positive and negative impacts these variables may have on performance outcomes. In this keynote session, you will discuss the importance of not only being able to identify these key business drivers, but also measuring and monitoring them to achieve a fully-integrated performance management system and process. Joseph Havrilla Chief Technology & Strategy Officer, and Sr. VPCorporate Development & Innovations, MEDRAD, INC. MEDRAD, INC. is a 2003 & 2010 Malcolm Baldrige National Quality Award Recipient

9:45 Networking Break and Exhibits

9:55 Leadership Panel: Design and Sell Your Corporate Vision Countless businesses fail in maintaining their competitive landscape due to poor strategy execution, mismanagement of resources, and failure to engage their employees in key initiatives that are vital in making the corporate strategy a reality. To successfully incorporate change, progress, and innovation, organizations must have change agents in place at each level of management. Each company has a sphere of different levels of management and leadership. Therefore, for a corporate strategy to really be embraced by all employees in the organization, all levels of leadership (from senior directors to middle managers) must utilize tools and resources that will allow them to relay and gain support from the employees on their teams. Once employees understand, visualize, and know their direct contribution to the sought after initiatives, each unit will align in accomplishing the corporate objectives. Join our industry experts as they discuss lessons learned, resources they found helpful, and the management methodologies that they rely on most when trying to implement their corporate strategy. Moderator: Bob Paladino – ASMI Senior Fellow & Founder, Paladino & Associates, LLC Colonel Donald Hiroichi Dellinger, Deployment Director, Joint Continuous Process Improvement Program, National Guard Bureau ; Mark Aesch, CEO, Envisurage ; Rich Berens, President, Root Learning 11:10 Networking Break and Exhibits

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Day One Continued

Wednesday, October 19, 2011

Choose Track A, B or C: Track A: Design, Implement and Execute the Right Strategy

Track B: Internal and External Performance Management

Track C: Business Intelligence, Metrics and Analytics

The strength of an organization’s performance is deeply rooted in the proper design, implementation and management of its strategic plan. The difficulties in designing a comprehensive strategy with all moving parts involved is also compounded by the challenge of properly implementing and executing it. To properly answer the question of designing and implementing the right strategy for your organization will mean answering important questions such as; identifying and evaluating the internal and external factors that are inhibiting positive growth.  In this track, you will experience firsthand knowledge of effective methods in designing, implementing and executing your organization’s strategy.

Modern approaches to performance management have acknowledged the need to evaluate both the internal and external factors that may be affecting organizational performance. Although some organizations have moved to evaluating results holistically, many are still languishing in outdated methods of management, which then negatively affect growth and results. Oftentimes, antiquated management and measurement systems neglect critical, non-financial business aspects affecting performance and thus fail to properly fulfill the company’s goals; eventually resulting in large amounts of waste and drain in resources.  In this track, you will discover diverse concepts and models of thinking which will enable a positive paradigm shift within your management towards greater organizational excellence.

Business Intelligence (BI) focuses on the use of information to drive effective business actions. Capturing, organizing and communicating key business requirements for your BI program requires an approach that aligns your company’s business strategy and objectives with the technical infrastructure to deliver the right management information to the right people at the right time. Learn how to use BI to execute strategy, optimize business processes and improve performance.

11:15 track a

track C

track B

Overcome Barriers to Designing and Executing Strategy

How to Transform Performance Measurement in Your Organization

Optimize Performance with the Balance of BI, Metrics, and Analytics

ƒƒ Recognize internal factors such as work culture and resistance to change that may be hindering strategy design and execution ƒƒ Evolve past a reactive thinking approach to ensure constant strategy execution and proactive deficiency reduction ƒƒ Unite institutional silos to better communicate strategy goals for improved strategy design and execution

ƒƒ Identify high-leverage performance measures that will have a transformational impact on your organization ƒƒ Increase collaboration by integrating measurement across functions ƒƒ Create knowledge and wisdom from measurement by improving the dialogue around measurement ƒƒ Create a positive organizational climate for measurement so that people will eagerly embrace it — ­ rather than avoid or ‘game’ it

ƒƒ How automation and analytics increase the value of scorecards and dashboards ƒƒ How BI transforms business requirements into measureable business results ƒƒ How strategy and metrics are key to getting the ROI from BI initiatives ƒƒ Immediate actions and insights to begin optimizing your organization’s performance

Eileen Timmins PhD. SVP Human Resource, R.J. O’Brien and Associates

Dr. Dean R. Spitzer President, Dean R. Spitzer & Associates, Inc.

Mitchell Weisberg Managing Director, Corporate Performance Management, Robbins Gioia

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Day One Continued

Wednesday, October 19, 2011 12:15 Lunch and Networking Break

1:15 Deep Dive Session

Bridge the Gap between Strategy and Execution ƒƒ ƒƒ ƒƒ ƒƒ

Identify and explore the traditional canyons that exist in our organizations that prevent us from achieving desired results Experience proven learning methods on strategy activation Utilize a strategy map to communicate strategy to all employees and external stakeholders Determine what is needed from leaders, managers and individual contributors to successfully bring strategies to life Rich Berens President, Root Learning Len Kinor Managing Director, Partnerships, Root Learning

2:45 Networking Break and Refreshments

3:00 CHOOSE INTERACTIVE SESSION I, II or III INTERACTIVE SESSION I

INTERACTIVE SESSION II

A Step-by-Step Plan for Implementing World-Class Performance Management

Using Your Employee Performance Data to Increase Productivity

Decision Making: What is it? How is it Changing? What is it’s Value Contribution?

ƒƒ Discover the connection between business performance and employee engagement ƒƒ Get tips how to overcome resistance to ensure organization-wide adoption ƒƒ See why a “stair step” approach to performance management contributes to a sustained and successful performance management initiative ƒƒ Learn how to continue refining performance management to respond to changes in priorities

ƒƒ Understand how employee performance metrics are key to tracking strategic execution ƒƒ Understand the key components necessary for an effective performance management system ƒƒ Identify the three key performance areas that impact the bottom-line

ƒƒ Discover how predictive business analytics will change the way any size organization will make decisions and successfully compete in this decade ƒƒ Experience a highly-interactive presentation where you will make the decisions that will determine the degree of the company’s market and financial impact ƒƒ Compare your decision in “real time” with your peers, consultants, and practitioners

Cathy Missildine- Martin Co-Founder, Chief Performance Officer, Intellectual Capital Consulting

Pamela Stroko Talent Management Expert & Evangelist, Taleo

4:30

Exhibits and Networking Cocktail Reception Immediately following the conclusion of day one of the Performance Conference, attendees and presenters are invited to attend the complimentary cocktail reception. The reception will provide attendees with the opportunity to develop new contacts, facilitating long-term relationships for the sharing of innovative ideas. 6:30 Cocktail Reception Adjourns

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INTERACTIVE SESSION III

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Bill Swanson President, CEO Decisions


Day Two

Thursday, October 20, 2011 7:30 Registration & Continental Breakfast

8:00 Keynote Address

Increase Organizational Agility with a Flexible and Value-Driven Strategic Planning Process Over the years, the concept of organizational agility has become a mainstay for many businesses. Implementing and improving organizational agility is the key to success in overcoming economic challenges. Companies need to understand the role your organization’s purpose, mission and vision play in creating value; organizations have to grasp the increasing importance of agility and the dangers of rigidity in strategy, planning, and execution. This keynote will help you evaluate your impact on customer value and build organizational responsiveness, flexibility, and agility. More importantly, you will learn how to ensure that planning and performance are in sync with the changes your customers face and competitors impose. John Evelyn President, Trident Leverage Group

9:15 Networking Break and Exhibits

The conference itself was one of the few I’ve attended in the last ten years to which the term ‘transformational’ would apply. The information presented was extremely practical. ” — Integrated DNA Technologies, Inc.

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Day Two Continued

Thursday, October 20, 2011 Choose Track D, E or F: Track D: Product Strategy & Performance Dynamic markets, shifting customer needs, and competitive pressures require a perseverant approach to product performance. The product strategy’s overall purpose is to ensure that your company is achieving its corporate goals. Creating the right value proposition, positioning, and marketing mix require a keen understanding of the market and how to optimize effectiveness. This track will cover product planning and management techniques that will help you create a foundation for managing product performance.

9:30

Track E: Integrate Strategy and Performance Management as Closed-Loop, ValueAdded Process Successful companies understand how to link strategic planning, budgeting, and forecasting as a highly-integrated performance management process. Yet many organizations still struggle to come to grips with the challenge of effectively coordinating and managing these vital processes across functional areas of operations and finance. This track will discuss how to develop an integrated performance management system that monitors, manages, measures, and reports on organizational outcomes in a sustainable manner. track E

track D

Product Road Mapping: Deliver Against your Portfolio Objectives ƒƒ Link business strategy and market data with product decisions ƒƒ Prioritize investments in customer needs or other product drivers ƒƒ Set more competitive, realistic targets based on your roadmap plan Richard Obbo Sr. Product Manager, AOL

Create an Integrated Performance Management Framework that Achieves Intended Outcomes ƒƒ Link finance and strategy through a well-conceived budgeting and forecasting process ƒƒ Establish performance measures that are easily translated to both business and corporate strategies ƒƒ Create a transparent process for reporting that accurately informs management of business performance Mark Aesch CEO, Envisurage

10:45 Networking Break and Exhibits

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Track F: Link Planning, Budgeting and Forecasting In many organizations, the budgeting process is a burdensome necessity. Too often, budget processes for optimizing business performance are viewed as untraditional rather than powerful tools to increase profit and better align business strategies to outcomes. Organizations must utilize their budgets to strategically deploy and allocate financial resources as well as establish targets and business drivers. Discover how to implement the right budgeting methods to enhance results.

track F

Driver Based Budgeting and Planning ƒƒ Identify cause and effect relationships to obtain detailed information about key drivers of financial performance ƒƒ Integrate key non-financial drivers with traditional financial data ƒƒ Rapidly assess the financial impact of different business scenarios Jim Robertson VP, Financial Planning & Analysis, Integrated Electrical Services


Day Two Continued

Thursday, October 20, 2011 11:00 Track d

Manage the Product Portfolio Across the Lifecycle ƒƒ Focus on how to allocate resources in order to maximize your product portfolio value and span across the market ƒƒ Align your product portfolio to support internal strategies for current goals, as well as long-term objectives ƒƒ Improve product quality and results by incorporating original documented data into your product framework Amos Winbush III Founder and Chief Executive Officer, CyberSynchs

Track e

track F

Employ BSC Principles for Enterprise-Wide Alignment to Strategy

Realize The Potential of Rolling Forecasts to be a Driver of Positive Change

ƒƒ Avoid the pitfalls of “analysis paralysis” through astute knowledge of and synergy between the different external, internal, operation, and strategic perspectives measured by a Balanced Scorecard ƒƒ Positively impact your performance goals through a contextualized and holistic approach in analyzing results as viewed through a BSC perspective ƒƒ Cascade effective BSC principles within your organization for uniformed parameters for measurement and results

ƒƒ Analyze a rolling forecast case study to learn how other companies are leveraging this method to improve ROI and reach sustainable levels of performance ƒƒ Discover how companies are leveraging rolling forecasts for more succinct financial planning ƒƒ Learn to utilize rolling forecasts to identify where changes need to be made in order to maximize profitability and minimize losses

Jack Steele Chairman & CEO, ActiveStrategy, Inc.

Sid Ghatak President, Rolling Forecast Solutions, LLC

12:15 Lunch and Networking Break

1:15

DEEP DIVE SESSION

Make Some Strategy Decisions in the Top Pricer Tournament ƒƒ Test your competitive-strategy skills in the Top Pricer Tournament™ ƒƒ Analyze the difference between being lucky and being smart, and get more of both ƒƒ Win instant respect and public acclaim if you are the conference’s Top Pricer! Mark Chussil Founder & CEO, Advanced Competitive Strategies, Inc. (ACS)

2:45 Networking Break and Refreshments

My colleague and I enjoyed the conference and actually came away with some substantive ideas to make our efforts better.” — Bueno Foods, Inc.  www.ThePerformanceConference.com

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Day Two Continued

Thursday, October 20, 2011 3:00 Track d

Design and Effectively Implement a Customer-Driven Product Strategy

Leverage Risk Management to Facilitate Strategy Execution

ƒƒ Integrate the voice of the customer (VOC) into product strategy ƒƒ Analyze customer data to make clearer decisions on product selection ƒƒ Measure and monitor customer interaction to achieve optimal market effectiveness with your products

ƒƒ Understand the interdependencies of risk when formulating your risk strategy ƒƒ Identify key business drivers and account for their unpredictable impacts on the company ƒƒ Integrate ERM into the business processes to realize improved performance results

Track e

roy barnes President, Blue Space Consulting ASMI Senior Fellow

James Hannon International Development Manager,Sungard Brokerage and Clearance; President, The Bentley Group

track F

Discover How to Link Your Compensation Structure to Reinforce Strategy Execution ƒƒ Analyze case studies to examine how companies have linked leading practices such as driver-based planning and rolling forecasts to compensation ƒƒ Learn how to implement these innovative approaches without sacrificing accountability within the organization ƒƒ Discuss the major barriers to establishing a link between new budget practices and compensation Amy Ellison VP of Human Resources, Delta Dental- Kansas

4:00

general session: Chairperson’s Closing Remarks

Develop and Capitalize on Your Performance Management Systems This closing discussion will deliver the final words on performance management. Throughout the conference, many topics have been discussed. Theories have been formulated to support performance management. Measures and metrics have been mapped for enhanced management flexibility along with many other performance topics. This discussion will highlight in detail what these performance strategies do for organizations to prove that the effort put forth to implement a performance management system is truly worth the capital and dedication from employees. Roy Barnes, Chairman President, Blue Space Consulting ASMI Senior Fellow

4:30 Conference Adjourns

The speakers were very knowledgeable and enthusiastic about their respective areas of expertise.” — Racetrac Petroleum, Inc.

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Conference Exhibitors Showcasing the Latest Management Innovations

Network with industry leaders and your peers Step away from the office and meet fellow executives from across the nation. Witness first hand the benefits they’ve received from implementing the solutions provided.

Receive the latest product and solutions offerings Be a part of the most up-to-date demonstrations and learn from key solutions providers.

Meet with leading industry solutions providers Reserve a time to meet one-on-one with Performance Conference 2011 sponsors to receive demos and learn how their solutions can help your organization plan, budget, measure and manage more effectively and efficiently.

Demonstrate results to your key stakeholders Show results to shareholders with the most recent measurement capabilities and performance management solutions hand-picked by the American Strategic Management Institute.

Sponsors: 

BECOME A SPONSOR! To learn more about sponsorship opportunities contact Andrew Goodwin at 202-739-9707 or Andrew.Goodwin@ASMIweb.com.

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In-House Training Opportunities 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 the Institute 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, the 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 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, the American Strategic Management Institute also has the ability to accommodate organizationalwide 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: ƒƒ ƒƒ ƒƒ ƒƒ ƒƒ ƒƒ

S trategic Planning Performance Measurement Project Management Lean Six Sigma Workforce Management Budgeting and Forecasting

ƒƒ ƒƒ ƒƒ ƒƒ ƒƒ ƒƒ

 erformance-Based Contracting P Performance Reporting Program Evaluation Administrative Management Change Management Balanced Scorecard

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@ASMIweb.com

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Logistics & Registration

Venue and Hotel:

CPE Credits:

The Performance Conference 2011 will be held at The Hyatt Regency Orlando where a limited number of rooms have been reserved at the discounted rate of $134 until September 23, 2011. Please contact the hotel at the number provided below to make reservations and be sure to use the group code American Strategic Management Institute – Performance Conference to receive the American Strategic Management Institute (ASMI) discounted conference rate. Hotel Information: Hyatt Regency Orlando International Airport 9300 Airport Blvd Orlando, FL 32827 888-421-1442

Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Preparation: None CPE Credits: 20 (14 for conference, 6 for pre-conference seminars) 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

*You can also register directly online: http://www.theperformanceconference.com/venue.html

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:

Tuition:

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

Tuition rates for The Performance Conference 2011 are: Offerings

Before 8/19

Before 9/23

Regular Rate

Conference Only

$1399

$1599

$1799

Pre-Conference Seminar

$299

$399

$499

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, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts and Payment

Group Discounts: For more information on group discounts for The Performance Conference 2011, please contact Peter Scourby at 202-739-9591 or email him at Peter.Scourby@ASMIweb.com.

• 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 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.

www.ThePerformanceConference.com

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Registration Form 3 easy ways to register: Visit ThePerformanceConference.com

Call 877-992-9522

Fax this Form to: 866-234-0680

o Yes! Register me for The Performance Conference 2011 o Yes! Register me for the Conference plus a Seminar choose one: A B C D o Please call me. I am interested in a special Group Discount for my team Name Title

Organization Dept.

Address

City State Zip

Telephone Fax

Email

Method of Payment: o Check

o Purchase Order/Training Form

o Credit Card

Card Number Exp. Date 3 Digit Card verification #

Name on Card

Billing Address City State Zip

Please make checks payable to: The Performance Institute 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.

o I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By:_________________________________________________________________ Date: _____________________

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Priority Code: B960-WEB


B960-web  

October 18 - 20, 2011 | Orlando, FL earn up to 20 pDus and Cpe Credits Featuring 6 Comprehensive traCks: A Design, Implement and Execute the...

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