1. September 28-30, 2009
Philadelphia, PA
Budgeting &
Optional Post-Conference
Workshops: September 30, 2009 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
“Great Ideas Conference Registration and Continental Breakfast
and suggestions 9:00
Build Confidence: Budgeting and Forecasting in Economic Turbulence
for improving 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
overall 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
processes.” economic uncertainty.
Discover the resources needed for process implementation to be successful and accepted
Tammy Morita
VP Corporate Finance, Institute a foundation through a best-practice approach for successful budgeting and
Alliance Imaging forecasting techniques
Develop a road map for execution from a best-practice example of budgeting and
forecasting implementation
10:00
Break and Refreshments
10:15
Create, Implement and Manage Balanced Scorecard-Based Budgets
Review a Balanced Scorecard-based appraoch to budgeting
Recognize pitfalls to avoid for a more effective budget
Incorporate Balanced Scorecard best practices to help accelerate your results
11:15
Measure Forecasting and Planning Performance
Identify key metrics for monitoring the effectiveness and evaluation of demand planning
and forecasting processes
Interpret and use metrics to improve process performance, as well as determine your
cost of error
Define human, business and demand factors which contribute to accuracy and error
Top Five Reasons to Attend:
1. Overcome challenges in forecasting due to an uncertain economy
2. Apply Balanced Scorecard techniques to your budgeting process
3. Incorporate driver-based budgeting to imporve accuracy
4. Streamline your forecasting methods to enhance quality
5. Implement forecasting techniques to assess risk
ASMIweb.com/Budgeting
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3. Day One, Continued
Monday, September 28, 2009
Budgeting & Forecasting Masters 2009
12:15
Lunch Break “Provided great
1:00
examples
Develop Good Forecasts from Bad Data of practical
Learn how to create accurate forecasts with less-than-perfect data
Understand common challenges such as data collection problems and data forecasting
storage issues
Develop strategies to reduce the likelihood of bad data being generated and answered
2:00 some important
Break and Refreshments
questions
2:15
Integrate Analytics for Strategic Planning and Forecasting regarding
Bring together disparate data and analytical tools for strategic planning
Examine how model-based insights can help shape your strategic plan and forecasts data use.”
Integrate analytical tools into your forecasts to provide new insight into strategies
and tactics Dave Jochnau
Director of Corporate Planning & Analysis,
PSC Corporation
3:15
Implement a Demand-Driven Forecast
Integrate demand-driven forecasting into your existing forecasting process
Learn how demand-driven forecasting can help you shape demand based on variables
that affect consumer demand
Make your current demand forecasting process more demand-driven with business
intelligence and dashboards
4:00
Adjourn
Who Should Attend
CFOs, VPs Forecasting Analysts
Controllers Financial Analysts
Directors of Finance Budgeting Directors
....and anyone involved with budgeting and forecasting
ASMIweb.com/Budgeting
Page 3

4. Day Two,
Tuesday, September 29, 2009
Budgeting & Forecasting Masters 2009
Develop and 8:30
Continental Breakfast
Manage an 9:00
Keynote Address:
Effective Structured Forecasting for Organizational Stability
Forecasting plays a critical role in many aspects of financial decisions. Firms can use their
Forecasting forecasting resources for financial speculations, financial risk management, and creating
portfolio management. Accurate forecasting can help set future objectives and guide
Strategy that future outcomes. Understand the forecasting model and how it has been proven beneficial
in the long run.
Understand the basics of forecasting and its hurdles
Aligns with Develop structure and tools for putting into place a viable forecasting system
Reduce forecasting error through efficiency and accuracy
Organizational
Goals 10:00
Break & Refreshment
10:15
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
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 Rogers@Managementweb.org
ASMIweb.com/Budgeting
Page 4

5. Day Two, Continued
Tuesday, September 29, 2009
Budgeting & Forecasting Masters 2009
11:15
Drive Strategy through Disciplined Resource Allocation
“Very good
Hear how resource allocation drives organizational strategy
content. Good
Examine how resource allocation should be managed
Discuss implications of better resource allocation on organizational performance example of tools
12:15 I would like to
Lunch Break
see used at my
1:00 company.”
Risk Reduction: Use Analysis to Assess Forecast Uncertainty
Use various forecasting techniques to assess the risk and investment worth of assets Nina Payakniti,
Finance Manager,
Utilize risk-return to make strategic decisions and protect shareholder value Source Refrigeration & HVAC, Inc
Understand the importance of accounting risk factors into your forecasting
2:00
Break and Refreshments
2:15
Sell Your Forecast to Upper Management
Learn how to best communicate a forecast to upper management to get their buy-in
Understand the politics and biases that executives from different functions will have
Examine the components involved in achieving an accountable forecast through visibility,
cost factors and accuracy tracking
3:15
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
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 Morning Workshop: Transition from a Traditional to Rolling Forecast
Advocating for the “right fit” rolling forecast for your organization can lead to better
organizational development. Defining the benefits of a rolling forecast and understanding
Bottom Line which type best fits your organization, is an important pre-implementation step. Feel
comfortable with rolling forecasts and recognize how business drivers are important in the
with Valuable forecasting process. In this workshop you will gain the tools to:
Discover the different methods that can be used with rolling forecasts
Budgeting and 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
Forecasting
12:00
Techniques Lunch Break
1:00
Afternoon 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
drivers such as market conditions, performance measurements, customer demographics
and marketing activities can be tracked to help uncover these trends and to recognize
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:
Identify the key business drivers that link to financial measures
Define and test linkages of drivers to measures of financial and business performance
Layer forecast elements and scenarios for effective modeling
Track forecast submissions to improve accuracy over time
Align forecasts, plans and actual results in an actionable framework
4:00
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 Humble@managementweb.org
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 703-894-0920, Fax this Form to: 703-894-0482 or Visit
Conference Address: 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 following workshop(s):
Morning Workshop: Transition from a Traditional to Rolling Forecast
A limited number of rooms have been reserved at the Afternoon Workshop: Model and Forecast Key Business Drivers
Radisson Plaza – Warwick Hotel at the prevailing per diem Please call me. I am interested in a special Group Discount for my team
rate of $145 until August 28, 2009. Please call the hotel
directly and reference code “BFM” when making reservations
to get the discounted rate. Delegate Information
Hotel and travel costs are not included in the
conference tuition. Name Title
Tuition & Group Discounts
The tuition rate for attending Budgeting & Forecasting Organization Dept.
2009 is as follows:
Early Bird Rate* Regular Rate Address
Conference Only $ 1,699 $1,799
Post Conference $199/workshop $199/workshop City
Workshops
*For the Early Bird Rate, register by July 20, 2009.
State Zip
For more information on group discounts for Budgeting &
Forecasting Masters 2009 please contact Paul Rogers at 858-866-
9386 or email him at Rogers@ManagementWeb.org.
Telephone Fax
CPE Credits
Delivery Method: Group-live Email
Program Level: Beginner
Prerequisites: None Payment Information
Advanced Prep: None
Check Purchase Order / Training Form Credit Card
CPE Credits: Earn up to 15 CPE Credits
The American Strategic Management Institute (ASMI) is
registered with the National Association of State Boards
of Accountancy (NASBA) as a sponsor of continuing Credit Card Number
professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses or CPE credit. Expiration Date Verification no.
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.
Name on Card Billing Zip
Cancellation Policy
For live events: ASMI will provide a full refund less $399 administration
Please make checks payable to: The Performance Institute Priority Code B280-WEB
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: Quality Assurance and before the cut-off date in order to receive any discount.
received by the conference start date, a method of payment must
1515 N. Courthouse Road, Suite 600 • Any discounts offered whether by ASMI (including team discounts)
be presented at the time of registration in order to guarantee your
Arlington, VA 22201 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.