Business Strategy Forum

Engage in Expert-Driven Discussions to Ensure Long-Term Viability of Your Organization

February 9-11, 2011 / Arlington, VA

2011 Business Strategy Forum Restore Balance and Sustain Results in a Challenging and Increasingly Complex Business Environment

• ENGAGE IN ORGANIC GROWTH INITIATIVES TO ACCOMPLISH ORGANIZATIONAL STABILITY Find out What Winning Companies are Doing to Remain Viable, Competitive Entities • DISCOVER THE FORCES DRIVING THE NEED FOR STRATEGY REDEFINITION Understand How to Develop Breakthrough Strategies that Exploit Growth Opportunities • INCREASE ORGANIZATIONAL AGILITY AND OVERCOME OPERATIONAL CHALLENGES Utilize Environmental Audits to Anticipate Outcomes and Become a Proactive Organization • MANAGE, CREATE, AND DELIVER SUCCESSFUL CORPORATE AND BUSINESS STRATEGIES Develop Competitive Approaches that Reaffirm Your Strategic Direction • ANALYZE THE RISK AND REWARDS OF YOUR DECISION MAKING Learn Risk-Mitigation Strategies that Will Help You Find a Balance between Innovation and Risk In Association with:

EARN UP TO 15 CPE CREDITS!

www.ASMIweb.com/StratForum

DAY 1

2011 BUSINESS STRATEGY FORUM

Wednesday, February 9, 2011 8:30 Registration and Continental Breakfast

9:00 KEYNOTE ADDRESS: Hypercompeting in the Hypercompetitive Business Environment In a hypercompetitive business environment people hyperventilate. Of course customer needs are changing, forecasts are off, and trend lines are bent and broken.

But you needn’t be at a loss to make wise, competitive, strategic decisions amid the uncertainty, opportunity, and risk. In this presentation you will learn: • How conventional strategy analysis can lead you unintentionally to throw fuel on the fire • Why hypercompetition makes it especially important to assess multiple scenarios rather than “accurate” forecasts • How a technique for clear, rigorous thinking can help you identify and focus on core problems • When it might make sense to change course, and how to decide on a new direction MARK CHUSSIL, Founder and CEO, Advanced Competitive Strategies, Inc.

10:15 Break and Refreshments

10:30 Next Generation Strategy: Adopt and Utilize the Balanced Scorecard to Move Your Organization Forward After Implementing and Executing a Successful BSC Strategy — PSE&G In 2007 PSE&G was inducted into the Balanced Scorecard Hall of Fame for Executing Strategy. Two years later, PSE&G revamped and expanded its strategy as a result of the changing business environment. This next generation strategy will position the company for growth during very challenging times. As a result of this change in strategy, their metrics, the BSC, and their strategic initiatives were all redesigned and aligned.

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While other companies in 2010 are scaling back, PSE&G is currently expanding their workforce with major infrastructure projects and expenditures underway.

During this case study you will: • Acquire information as to PSE&G’s knowledge and experience in identifying opportunities • Learn how to articulate and effectively communicate strategy • Understand how to successfully execute that strategy • PSE&G will also share actual templates and processes which will allow others to learn from their successful approach JOE MARTUCCI,

Performance Leader, PSE&G

11:45 Lunch Break & Networking

1:00 INTERACTIVE PRESENTATION: Why Do Strategies Fail?

No one adopts a strategy expecting it to fail, and yet strategies fail. Why did we choose badly? Not because we didn’t have enough intelligence, diligence, or commitment, and not because we had too much. Rather, we chose strategies that failed because we were wrong when we thought they would succeed. In this highly interactive and thought-provoking presentation we’ll discuss why even the smartest strategists make that mistake, and how you can avoid it. We’ll use case studies, innovative research, and lessons learned from stress-testing decisions (and decisionmaking) in top companies. Good news: Picking strategies that succeed requires no more effort than picking strategies that fail. During this presentation you will learn: • Top risk factors that make you likely to pick a failing strategy • How analytic tools have built-in biases that can mislead • Proven insights that will help you choose successful strategies MARK CHUSSIL, Founder and CEO, Advanced Competitive Strategies, Inc.

Wednesday, February 9, 2011

DAY 1

2011 BUSINESS STRATEGY FORUM

TOP 5 REASONS TO ATTEND:

2:15 Break and Refreshments

2:30 Engage in Organic Growth Initiatives to Accomplish Organizational Stability • Discuss how to apply the five keys of organic growth to your organization • Prioritize your product-centric and customer-centric initiatives to drive profits • Harness the power of making data-driven insights to maximize the value derived from customers AMY ELLISON,

VP, Human Resources, Delta Dental of Kansas

3:30 Discuss the Critical Factors that Will Make Your Strategic Initiatives Abundantly Successful • Discover the components essential to deploying effective strategic initiatives • Discuss the value of clear communication on what is needed, wanted, and desired • Develop a people-first perspective to drive you strategic actions • Realize proper communication as the difference between success and failure RICK WEMMERS,

CSP, Wemmers Consulting Group

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LEARN how to remain viable in a complex and uncertain business environment REFINE your corporate and business strategies in anticipation of economic trends DISCOVER what winning companies are doing to distinguish themselves from competitors DISCUSS critical, universal issues, which impact the business landscape IDENTIFY the essential components to achieve organizational excellence

WHO SHOULD ATTEND: • C-Level Executives • Presidents • Vice Presidents • Directors • Managers • Analysts …and anyone involved in business planning, corporate performance and strategy execution.

4:30 Day One Adjourns

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DAY 2

2011 BUSINESS STRATEGY FORUM

Thursday, February 10, 2011 8:30

1:00

Registration and Continental Breakfast

Strategy Impact of Digital Disruption You have your strategy, but what happens when a new technology disrupts the market? How should you respond? Over the past decade we have observed the transformational impacts of technology on almost all industries— digital music, electric automobile, internet shopping, electronic distribution, electronic publishing (ebooks). Supply chains have been dramatically redesigned. New competitors have entered and some leading companies have all but disappeared. The cycletime of these technology-driven disruptions is becoming shorter and shorter. In this session we will examine a case example of the response of the print media industry and extend the conclusions to pragmatic recommendations that you should execute now.

• Understand how your industry could experience dramatic, disruptive change • Determine the potential impact of disruptive change • Identify your vulnerabilities and risk from disruptive change • Identify strategies to optimize your ability to withstand industry disruption

9:00 KEYNOTE ADDRESS: Innovative Strategic Planning Approaches — Your Roadmap to Success Proven executive and author Bob Paladino shares research from his #1 bestseller “Five Key Principles of Corporate Performance Management” and his sequel “Innovative CPM”. What are Malcolm Baldrige, Deming, Fortune 100 best and other notable award winning organizations doing differently to thrive in this terrible economy? How have they re-formulated strategies to realize significant results?

• Discuss how award winners approach strategic planning to deal with challenging market conditions • Review Malcolm Baldrige award winning Sharp Healthcare case study • Learn Sharp Healthcare’s best practices, compare to your approach.

BOB PALADINO, Former Crown Castle International SVP Global Performance; ASMI Senior Fellow; Founder, Bob Paladino Associates

MITCH WEISBURG,

Managing Director, Lumen Inc., Professor, Department of Strategy and International Business, Suffolk University

10:15 Break and Refreshments

2:30

10:30 Build a Corporate Performance Management Framework in Your Organization • Leverage existing systems and infrastructure to align performance objectives with corporate strategy • Achieve higher levels of efficiency through effective reporting cycles and communication • Gain a greater understanding of current performance levels and devise a roadmap for the journey ahead BOB PALADINO, Former Crown Castle International SVP Global Performance; ASMI Senior Fellow; Founder, Bob Paladino Associates 11:45 Lunch Break & Networking

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Break and Refreshments

2:45 Closing the Loop with Strategy, Risk and Performance Management • Learn the importance of integrating risk management with performance • Discover the common myths in risk management • Articulate risk and identify key risk indicators to improve organizational agility GREGG ANDERSON,

4:00 Conference Adjourns

Director, Crowe Horwath

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 register today to reserve your place.

8:30

Registration and Continental Breakfast

12:00

Lunch Break

9:00

1:00

POST-CONFERENCE WORKSHOP: Building and Sustaining High Performing Organizations

POST-CONFERENCE WORKSHOP Continues

With a high level of uncertainty in the economic landscape, it has become increasingly important for organizations to revisit their long-term visions and strategic plans to find a way to achieve organizational excellence. Simply communicating a clear strategy and reaffirming core values is no longer enough— as they are only small pieces of a bigger puzzle that creates a high performing organization. For a company to achieve such breakthrough performance and distinguish itself from competitors, it must understand how to champion the six levels of excellence. During this full day, highly-interactive workshop, you will have a chance to:

4:00

Workshop Adjourns

— DAY 3

Friday, February 11, 2011

POST-CONFERENCE WORKSHOP

2011 BUSINESS STRATEGY FORUM

• Evaluate your organization’s level of excellence based on HPO criteria • Discuss how to accomplish the six levers of excellence to effectively fulfill vision/mission • Identify ways to organically strengthen and grow your organization • Engage in activities that will help you learn how to effectively lead and manage change JEFF PARKS,

President, Performance Breakthroughs, Inc.

ELLEN GRAY, Senior Consultant, Performance Breakthroughs, Inc.

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2011 BUSINESS STRATEGY FORUM

In-House Training and 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.

Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Performance 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 Performance 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 Performance Institute 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 Project Management Workforce Management Performance-Based Contracting Program Evaluation Leadership and Change

• • • • •

Performance Measurement Lean Six Sigma Performance-Based Budgeting Performance Reporting Administrative Management

For more information about in-house training and 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, The Performance Institute 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 • Luncheon Sponsor

• Session Sponsor • Exhibit Booth Sponsor

FOR MORE INFORMATION ON SPONSORSHIPS or to get started, contact Meredith Mason at 202-739-9707 or email her at Meredith.Mason@ASMIweb.com 6

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2011 BUSINESS STRATEGY FORUM

Venue & Hotel VENUE & HOTEL:

QUALITY ASSURANCE:

Business Srategy Forum 2011 will be held at The Performance Institute Conference Center in Arlington, VA, just one block east of Courthouse Metro stop on the Orange Line. A continental breakfast, lunch and refreshments will be provided each day of the event. A public parking garage is located just inside of the building for $10/day.

The Performance Institute Conference Center 1515 N. Courthouse Rd., Suite 600 Arlington, VA 22201 877-992-9522 A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $170 until January 9, 2011. Please call the hotel directly and reference code “Business Strategy Forum 2011” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience.

Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd.

Arlington, VA 22209 Phone: 703-528-2222 / 1-800-321-2211 www.courtyardarlingtonrosslyn.com

CONFERENCE TUITION & GROUP DISCOUNTS: Offerings

Early Bird

Regular Rate

Conference

$1499*

$1699

Post-Conference Workshop

$399

* For the Early Bird Rate, register before December 9, 2010.

For more information on group discounts please contact: Paul Rogers at 858-737- 4122 or email him at Paul.Rogers@ASMIweb.com

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. 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: • 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.

NASBA REGISTERED EDUCATION PROVIDER The Performance Institute (PI) 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.

CPE Credits: Earn up to 15 CPEs! Delivery Method: Group-live Program Level: Basic Prerequisites/Preparation: None 7

2011 BUSINESS STRATEGY FORUM

Registration Form CALL:

FAX FORM TO:

VISIT US ONLINE:

877-992-9521

866-234-0680

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REGISTRATION FORM Yes! Register me for the Business Strategy Forum 2011 Yes! Register me for the Post-Conference Workshop Please call me. I am interested in a special group discount for my team

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Please make checks payable to: The American Strategic Management Institute CANCELLATION POLICY: The American Strategic Management Institute will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email.

I have read and accepted the Cancellation Policy above.

ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: _______________________________________

Priority Code: B339-WEB