1. September 28-30, 2009
Philadelphia, PA
Budgeting &
Forecasting
Masters 2009
Implement Cutting-Edge Tools, Adaptive
Planning and Rolling Forecasts to Eliminate
Waste and Drive Profits in a Tough Economy
You Will Learn to:
Structure Your Forecasts to Reduce Risk and Improve
Organizational Stability
Address risk, speculation and future objectives with a
structured forecast
Create Accurate Forecasts from Imprecise Data
Overcome data generation errors and maintain forecast accuracy
Utilize Balanced Scorecard Techniques for Improved Budgets
Implement a better approach to budgeting using a Balanced
Scorecard framework
Increase Flexibility with Driver-Based Budgeting
Identify and focus on leading indicators to pinpoint the key issues that
influence your budget
Earn up to 15 CPE Credits
In Association with:
Implement Resource Allocation to Drive Strategy
www.ASMIweb.com/Budgeting
2. Day One
Monday, September 28, 2009
Budgeting & Forecasting Masters 2009
8:30
Top Five Conference Registration and Continental Breakfast
Reasons to 9:00
Build Confidence: Budgeting and Forecasting in Economic Turbulence
Attend: Budgeting and forecasting tools have evolved into valuable resources that can be used to
affect performance and the bottom-line, even during difficult times. Building these tools
1. Overcome takes resources and a willingness to change. Hear from one organization’s techniques
and approaches towards structuring a budgeting and forecasting process in the midst of
challenges in economic uncertainty.
forecasting due Discover the resources needed for process implementation to be successful and accepted
to an uncertain Institute a foundation through a best-practice approach for successful budgeting and
economy forecasting techniques
Develop a road map for execution from a best-practice example of budgeting and
2. Apply Balanced forecasting implementation
Scorecard Bob Paladino
ASMI Senior Fellow
techniques to your
budgeting process 10:00
Break and Refreshments
3. Incorporate
driver-based 10:15
budgeting to Create, Implement and Manage Balanced Scorecard-Based Budgets
imporve accuracy Review a Balanced Scorecard-based appraoch to budgeting
Recognize pitfalls to avoid for a more effective budget
4. Streamline
Incorporate Balanced Scorecard best practices to help accelerate your results
your forecasting Bob Paladino
methods to ASMI Senior Fellow
enhance quality
11:15
5. Implement Measure Forecasting and Planning Performance
forecasting Identify key metrics for monitoring the effectiveness and evaluation of demand planning
techniques to and forecasting processes
Interpret and use metrics to improve process performance, as well as determine your
assess risk cost of error
Define human, business and demand factors which contribute to accuracy and error
12:15
Lunch Break
ASMIweb.com/Budgeting
Page 2
4. Day Two,
Tuesday, September 29, 2009
Budgeting & Forecasting Masters 2009
Develop and 8:30
Continental Breakfast
Manage an
9:00
Effective Keynote Address:
Structured Forecasting for Organizational Stability
Forecasting Forecasting plays a critical role in many aspects of financial decisions. Firms can use their
forecasting resources for financial speculations, financial risk management, and creating
Strategy that portfolio management. Accurate forecasting can help set future objectives and guide
future outcomes. Understand the forecasting model and how it has been proven beneficial
in the long run.
Aligns with Understand the basics of forecasting and its hurdles
Develop structure and tools for putting into place a viable forecasting system
Organizational Reduce forecasting error through efficiency and accuracy
Goals
10:00
Break & Refreshments
10:15
Streamline the Forecast Process
Increase forward flexibility to keep pace with the rapidly-changing economic landscape
Improve cycle time resulting in lower costs, improved productivity and enriched quality
Use financial resources in a more effective manner
Jean Nitchals
Former Sr. Financial Analyst, Best Buy
ASMI Senior Fellow
Sponsorship Opportunites
As a conference and training provider, The American Strategic Management Institute
is an expert in bringing together leaders to share and discuss best practices and
innovations. We connect decision-makers with respected solution 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 Paul Rogers
at 858-866-9386 or Paul.Rogers@ASMIweb.com
ASMIweb.com/Budgeting
Page 4
5. Day Two, Continued
Tuesday, September 29, 2009
Budgeting & Forecasting Masters 2009
11:15 “Very good
Drive Strategy through Disciplined Resource Allocation
Hear how resource allocation drives organizational strategy
content. Good
Examine how resource allocation should be managed
example of tools
Discuss implications of better resource allocation on organizational performance
Mitch Max I would like to
Managing Director, Decision Vu
see used at my
12:15
Lunch Break company.”
Nina Payakniti,
1:00 Finance Manager,
Source Refrigeration & HVAC, Inc
Risk Reduction: Use Analysis to Assess Forecast Uncertainty
Use various forecasting techniques to assess the risk and investment worth of assets
Utilize risk-return to make strategic decisions and protect shareholder value
Understand the importance of accounting risk factors into your forecasting
2:00
Break and Refreshments
2:15
Transition from Traditional to Rolling Forecasts
Discover the different methods that can be used with rolling forecasts
Showcase rolling forecasts as a useful tool for further fueling goals and performance
Find ways to perform a company-wide initiative on the new budgeting process
Mitch Max
Managing Director, Decision Vu
3:15
Utilize Forecasting and Demand Planning in Your Strategic Planning Process
Design the framework for a pragmatic and simple approach for demand planning
and forecasting
Communicate the importance of accountability and precise execution in the process
Assess your demand planning and forecasting process
4:15
Conference Adjourns
ASMIweb.com/Budgeting
Page 5
6. Day Three,
Wednesday, September 30, 2009
Budgeting & Forcasting Masters 2009
8:30
Increase Workshop Registration and Continental Breakfast
Performance and
9:00
Improve Your Workshop: Model and Forecast Key Business Drivers
Being able to forecast financial information over time will help your organization identify
previously unseen trends and predict fluctuations. With the right tools, key business
Bottom Line drivers such as market conditions, performance measurements, customer demographics
and marketing activities can be tracked to help uncover these trends and to recognize
with Valuable what to look for. Developing measurements and metrics for various business factors can be
incorporated into your forecasting models for improving results. In this dynamic, hands-on
workshop, you will gain information on how to:
Budgeting and Identify the key business drivers that link to financial measures
Define and test linkages of drivers to measures of financial and business performance
Forecasting Layer forecast elements and scenarios for effective modeling
Track forecast submissions to improve accuracy over time
Techniques Align forecasts, plans and actual results in an actionable framework
Mitch Max
Managing Director, Decision Vu
12:00
Workshop Adjourns
ASMIweb.com/Budgeting
Page 6
7. In-House Training
Budgeting & Forcasting Masters 2009
One of the more popular vehicles for accessing The American Strategic Management
Institute’s (ASMI) 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
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 organizational-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
Performance Measurement
Project Management
Lean Six Sigma
Workforce Management
Budgeting and Forecasting
Contracting
Performance Reporting
Program Evaluation
Administrative Management
Change Management
Balanced Scorecard
For more information about in-house training options available to you, please contact
Blake Humble at 858-866-9352 or email him at Blake.Humble@ASMIweb.com
ASMIweb.com/Budgeting
Page 7
8. Logistics & Registration
Budgeting & Forecasting Masters 2009
Venue and Hotel
Budgeting & Forecasting Masters 2009 will be held at The
Radisson Plaza – Warwick Hotel. A continental breakfast, lunch,
Registration Form
and refreshments will be provided each day of the event.
To Register, call 877-992-9522, Fax this Form to: 866-234-0680 or
Conference Address: Visit www.ASMIweb.com/Budgeting
Radisson Plaza-Warwick Hotel Philadelphia
1701 Locust Street; Philadelphia, PA 19103
Telephone: (215) 735-6000 Fax: (215) 789-6105 Yes! Register me for Budgeting & Forecasting Masters 2009
www.radisson.com/philadelphiapa Add the Workshop: Model and Forecast Key Business Drivers
Please call me. I am interested in a special Group Discount for my team
A limited number of rooms have been reserved at the
Radisson Plaza – Warwick Hotel at the prevailing per diem
rate of $145 until August 28, 2009. Please call the hotel Delegate Information
directly and reference code “BFM” when making reservations
to get the discounted rate.
Name Title
Hotel and travel costs are not included in the
conference tuition.
Organization Dept.
Tuition & Group Discounts
The tuition rate for attending Budgeting & Forecasting
2009 is as follows: Address
Conference Only $1,799
City
Post Conference Workshop $199
For more information on group discounts for Budgeting & State Zip
Forecasting Masters 2009 please contact Paul Rogers at 858-866-
9386 or email him at Paul.Rogers@ASMIweb.com.
Telephone Fax
CPE Credits
Delivery Method: Group-live
Program Level: Beginner Email
Prerequisites: None
Advanced Prep: None Payment Information
CPE Credits: Earn up to 15 CPE Credits Check Purchase Order / Training Form Credit Card
The American Strategic Management Institute
(ASMI) is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Credit Card Number
Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual
courses or CPE credit. Complaints regarding sponsors Expiration Date Verification no.
may be addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-
2417. Website: www.nasba.org. Name on Card Billing Zip
Please make checks payable to: The Performance Institute
Cancellation Policy
For live events: ASMI will provide a full refund less $399 administration
Priority Code B280-PR
fee for cancellations four weeks before the event. If cancellation occurs
within two weeks prior to conference 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. feel there is some way we can improve, please write your comments If for any reason ASMI decides to cancel this conference, ASMI
on the evaluation form provided upon your arrival. Should you feel accepts no responsibility for covering airfare, hotel or other costs
All the cancellation requests need to be made online. Your confirmation
dissatisfied with your learning experience and wish to request a credit incurred by registrants, including delegates, sponsors and guests.
email contains links to modify or cancel registrations. Please note that
or refund, please submit it in writing no later than 10 business days
the cancellation is not final until you receive a written confirmation. Discounts
after the end of the training to:
Payment must be secured prior to the conference. If payment is not • All ‘Early Bird’ Discounts must require payment at time of registration
ASMI: Corporate Headquarters and before the cut-off date in order to receive any discount.
received by the conference start date, a method of payment must
805 15th Street NW, 3rd Floor • Any discounts offered whether by ASMI (including team discounts)
be presented at the time of registration in order to guarantee your
Washington, D.C. 20005 must also require payment at the time of registration.
participation at the event.
Note: As speakers are confirmed six months before the event, some • All discount offers cannot be combined with any other offer.
Quality Assurance speaker changes or topic changes may occur in the program. ASMI • Discounts cannot be applied retroactively
ASMI strives to provide you with the most productive and effective is not responsible for speaker changes, but will work to ensure a
educational experience possible. If after completing the course you comparable speaker is located to participate in the program.
