The document provides information about a two-day training seminar on developing and implementing rolling forecasts to improve financial performance. Attendees will learn how to design effective rolling forecasts, identify key business drivers, improve forecast accuracy, integrate forecasts into strategic planning, and manage the transition to rolling forecasts. The seminar will be held in Washington, DC on August 5-6, 2009 and offers 13 CPE credits. Registration information and logistics for attending are also provided.

1. August 5–6, 2009
Washington, DC
Earn 13
CPE Credits
Develop and Implement a Rolling Forecast
to Improve Relevance, Understand Risk
and Increase Profitability
You Will Learn to:
Design an Effective Rolling Forecast to Drive Financial
Performance
Identify key business drivers that will meet your organization’s
forecasting needs
Use a Rolling Forecast to Identify Trends and Improve
Forecast Accuracy
Interpret and improve financial data to improve accuracy and
projected outcomes
Align and Integrate Rolling Forecasts into Your Strategic Plan
Close the gap between the strategic plan and the operational
budget
Manage the Transition to Rolling Forecasts
Create and manage accurate forecasts that assess risk and
increase revenue in today’s marketplace
In Association with:
Implement Rolling Forecasts to Improve Financial Accuracy and Performance
www.ASMIweb.com/Forecasts

2. Day One
August 5, 2009
Rolling Forecasts 2009
8:30 1:00
About the Trainer:
Registration and Continental Breakfast Training Continues
David Axson, President,
The Rise of the Rolling Forecast
Sonax Group Inc.
Define a rolling forecast
9:00
David Axson is an Advocate the rationale for the
Rolling Forecast Training Begins
rolling forecast
acknowledged expert
Forecasting – Why Bother? Identify different types of rolling forecasts
in the field of business Understand the role of the forecast in the
management process
performance management. Design an Effective Forecast
Learn the evolution of the forecast Understand the “Not one size fits
He is the author of the
all” theory
Discover why traditional forecasting is
best selling book, “Best obsolete Develop forecasting methods right for
Practices in Planning and your organization
Requirements of a Credible Forecast Recognize key business drivers in the
Performance Management”
forecasting process
Recognize the purpose and use of
and is a noted speaker
the forecast
having delivered keynote Characterize an accurate forecast
speeches in more than Harness forecasting in today’s uncertain
4:30
and volatile world
30 countries over the Day One Adjourns
last two years. Prior to
his current role as an
12:00
advisor and consultant to Lunch Break
a number of organizations
he completed a one-year
assignment as Head of
Corporate Planning at Bank
of America during 2003/4
Who Should Attend:
where he was charged with
a fundamental redesign of CFOs Forecasting Analysts
the bank’s planning and VPs of Finance Financial Analysts
forecasting processes. Controllers Budgeting Directors
Directors and Managers of Finance Financial and Management Accountants
ASMIweb.com/Forecasts
Page 2

3. Day Two
August 6, 2009
Rolling Forecasts 2009
“Comprehensive
8:30 1:00
Continental Breakfast Training Continues
knowledge and
Make the Case for Change
experience are
Benchmark your forecast process
9:00
Sell change to senior management
Rolling Forecast Training Begins
well linked and
Build your business case for rolling
forecasts
Create Forecasts presented.”
Construct a credible forecast
Lead a Successful Implementation Grace Kwong,
Manage forecast accuracy
Dominon Electric Supply Co.
Identify alternative implementation
Make accurate and informed decisions
approaches
Enhance the role of technology
Integrate Forecasts into the
Measure and sustain change
Management Process
Replace the budget with the forecast
Integrate strategic planning, risk
management and reporting into
4:30
forecasting Conference Adjourns
Assess implications with incentive
compensation
12:00
Lunch Break
Top Five Reasons to Attend:
1. Align your rolling forecast to your strategic plan
2. Implement key business drivers into the rolling forecast process
3. Design an accurate rolling forecast for your company
4. Understand which measures and metrics are worth monitoring
5. Improve your forecasting accuracy
ASMIweb.com/Forecasts
Page 3

4. Logistics & Registration
Rolling Forecasts 2009
Venue and Hotel
Registration Form
Rolling Forecasts 2009 will be held at The Performance
Institute Training Center in Arlington, VA. A public
parking garage is located inside of the building for
To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit
$10/day. A complimentary breakfast, lunch and
refreshments will be provided each day. www.ASMIweb.com/Forecasts
Conference Address:
Yes! Register me for Rolling Forecasts 2009
Please call me. I am interested in a special Group Discount for my team
The Performance Institute Training Center
1515 N. Courthouse Rd.
Suite 600 Delegate Information
Arlington, VA 22201
703-894-0920
Name Title
A limited number of rooms have been reserved at the
Arlington Rosslyn Courtyard by Marriott at the prevailing
rate of $165.00 until July 4th, 2009. Please call the Organization Dept.
hotel directly and reference code “Rolling Forecasts”
when making reservations to get the discounted rate.
This rate is based on the Government Per Diem and is Address
subject to change. The hotel is conveniently located
three blocks from the Rosslyn Metro station. Please
ask the hotel about a complimentary shuttle that is also
City State Zip
available for your convenience.
Arlington Rosslyn Courtyard by Marriott
Telephone Fax
1533 Clarendon Blvd.
Arlington, VA 22209
Phone: 703-528-2222
Email
www.courtyardarlingtonrosslyn.com
Hotel and travel costs are not included in the Payment Information
conference tuition.
Check Purchase Order / Training Form Credit Card
Tuition & Group Discounts Credit Card Number Expiration Date
The tuition rate for attending Rolling Forecasts 2009 is:
Early Bird Regular Rate Name on Card Verification no. Billing Zip
$1699 $1799
Conference
Please make checks payable to: The Performance Institute
Priority Code: B278-WEB
*For the Early Bird Rate, Register by April 8, 2009
For more information on group discounts for Rolling
Cancellation Policy
Forecasts 2009 please contact Paul Rogers at
dissatisfied with your learning experience and wish to request a credit
For live events: ASMI will provide a full refund less $399 administration
858-866-9386 or at PRogers@ManagementWeb.org. or refund, please submit it in writing no later than 10 business days
fee for cancellations four weeks before the event. If cancellation
after the end of the training to: ASMI: Quality Assurance, 1515 N.
occurs within two weeks prior to conference start date, no refund will
Courthouse Road, Suite 600, Arlington, VA 22201
be issued. Registrants who fail to attend and do not cancel prior to
the event will be charged the entire registration fee.
Note: As speakers are confirmed six months before the event, some
CPE Credits speaker changes or topic changes may occur in the program. ASMI
All the cancellation requests need to be made online. Your
is not responsible for speaker changes, but will work to ensure a
confirmation email contains links to modify or cancel registrations.
Delivery Method: Group-live
comparable speaker is located to participate in the program.
Please note that the cancellation is not final until you receive a written
Program Level: Beginner confirmation.
If for any reason ASMI decides to cancel this conference, ASMI
Prerequisites: None
accepts no responsibility for covering airfare, hotel or other costs
Payment must be secured prior to the conference. If payment is not
Advanced Preparation: None
incurred by registrants, including delegates, sponsors and guests.
received by the conference start date, a method of payment must
CPE Credits: 13 be presented at the time of registration in order to guarantee your
The American Strategic Management Institute (ASMI) is registered with Discounts
participation at the event.
the National Association of State Boards of Accountancy (NASBA) as a • All ‘Early Bird’ Discounts must require payment at time of registration
sponsor of continuing professional education on the National Registry
and before the cut-off date in order to receive any discount.
Quality Assurance
of CPE Sponsors. State boards of accountancy have final authority
• Any discounts offered whether by ASMI (including team discounts)
ASMI strives to provide you with the most productive and effective
on the acceptance of individual courses for CPE credit. Complaints
must also require payment at the time of registration.
educational experience possible. If after completing the course you
regarding sponsors may be addressed to the National Registry of
• All discount offers cannot be combined with any other offer.
feel there is some way we can improve, please write your comments
CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.
• Discounts cannot be applied retroactively
on the evaluation form provided upon your arrival. Should you feel
Website: www.nasba.org.