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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 Sharpen Your Approach to Performance Management and Strategy Execution Earn up to 20 PDUs and CPE Credits ThePerformanceConference.com October 18 - 20, 2011 | Orlando, FL Sponsored by:

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October 18 - 20, 2011 | Orlando, FL earn up to 20 pDus and Cpe Credits 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: www.ThePerformanceConference.com 1

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www.ThePerformanceConference.com 1

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 & PerformanceE Integrate Strategy and Performance Management as a Closed-Looped, Value-Added Process F Link Planning, Budgeting and Forecasting

Sharpen Your Approach to Performance Management and Strategy Execution

earn up to 20 pDus and Cpe Credits

ThePerformanceConference.com

October 18 - 20, 2011 | Orlando, FL

Sponsored by:

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2 Follow us at twitter.com/PerformanceCon

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 performance-based 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...

TITLE � C-Level Executives

� C-Level Executive Direct Report Teams

� Chief Performance Officers

� Presidents

� Vice Presidents

� Directors

� Managers

� Analysts

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

FUNCTION � Strategic Planning

� Information Technology

� Customer Management

� Business Analytics

� Finance

� Marketing/Research/Product Development

� Sales/Business Development

� Project and Program Management

� Corporate Development

� Human Resources

� Operations

� Risk Management

INDUSTRY � Financial Services

� Retail/Consumer Goods

� Healthcare and Pharmaceuticals

� Technology and Telecommunications

� Travel, Hospitality and Entertainment

� Industrial Manufacturing

� Education

� Automotive and Transportation

� Energy and Utilities

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DEAr COLLEAguE:Growth, business transformation, and finding new approaches to performance management are 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 more dynamic, forward-looking strategies for attaining new levels of growth and performance. Companies 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, customers, products, innovation and new markets.

Understanding how the business environment is and will be changing allows organizations to become more agile and proactive in how they decide to improve and sustain performance. While this will be accomplished in different ways, we can be sure that those who are successful at realizing and capturing these transformational opportunities can achieve the type of growth that is difficult for competitors to imitate.

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

At this national event, our goal is to help you increase your responsiveness to the business challenges and trends of today. You will engage in highly interactive workshops and discussion session that will 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 field will discuss various performance management strategies and best practices in business analytics. They will provide solutions that offer valuable information and data such as predictive indicators to increase 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. 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.

I look forward to seeing you in Orlando!

Best Regards,

roy BarnesPresident, Bluespace ConsultingASMI Senior Fellow

Letter from theConference Chair

TiPs & inFOrmATiOnspeaker Biographies and powerpoint presentations: Available speaker biographies and presentations have been copied to a CD inserted in your conference tote. Please remember that not all presentations and biographies are made available to ASMI.

exhibit hall and expoBe sure to visit our Exhibit Hall to see the latest resources available in performance management. Visit with the sponsors to gain insight and a hands-on understanding of the latest innovations in performance management tools and techniques.

Conference evaluation We want your opinion! As you 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.

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ESTabLISh a Performance Management Framework that Generates Long-Term Value

DEvISE Measures and Metrics that Explicitly Link Business Objectives to Strategy

INTEgRaTE Customer Experience as an Integral Part of Financial Performance

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

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

1 2 3 4 5Top 10 Reasons to attend:

Pre Conference seminars: Tuesday, October 18, 20118:00 Pre-Conference Seminar Registration and Continental Breakfast

9:00 seminar a*: Innovative Corporate Performance Management (CPM): Build a CPM Framework in Your Organization

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

seminar C*: Lean Six Sigma White Belt Certification

seminar D*: Identify the Right Measures to Drive Performance

4:00 Seminars Adjourn*Lunch will be provided

agendaat-a-glance

Day One: Wednesday, October 19, 20117:30 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

interaCtive session: Use Employee Performance Data to Increase Productivity

interaCtive session: Decision Making: What is it? How is it Changing? What is its value contribution?

4:30 Cocktail Reception and Exhibit Hall

6:30 Cocktail Reception Adjourns

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

REaLIzE Innovation as a Fundamental Driver of Improved Business Performance

MEaSURE and Improve the Productivity of Your Workforce

IMPROvE Your Strategic Thinking Capabilities to Effectively Address Complex Business Issues

UTILIzE Strategic Planning as a Process to Create Enterprise-Wide Alignment to Short and Long-Term Goals

6 7 8 9 10

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

agendaContinued

Day Two: Thursday, October 20, 20117:30 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 Closed-Looped, 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, continued3:00 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

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8:00Pre-Conference Seminar Registration and Continental Breakfast

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

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.

Tuesday, October 18, 2011

Pre-ConferenceSeminarsCHOOSE SEminar a, B, C Or D:

SEminar a Innovative Corporate Performance Management (CPM): Build a CPM Framework in Your OrganizationIn 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 award-winning 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:

� Learn the five key principals of self-scoring diagnostics � Examine key strategic frameworks that leading companies

have implemented � Review various strategic planning methods and the

application of strategy maps to drive initiatives � 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 FellowFounder, Bob Paladino Associates

SEminar B Business Analytics Fundamentals: Effective Use of Information to Drive Positive Business PerformanceResearch 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:

� 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

� Hear examples of how successful organizations can leverage analytics for competitive advantage

� Identify essential elements of a business analytics program

� Discover common business and technical challenges to implementing business analytics

� Understand the role of data visualization in “telling the story” contained in data

siD ghatakPresident, Rolling Forecast Solutions

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SEminar C Lean Six Sigma White Belt CertificationEliminating 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:

� Understand the history and background of Lean Six Sigma

� Learn how to develop a project charter � Evaluate the core concepts of Lean and Six Sigma � Maximize your understanding of the Lean Six Sigma

methodology (focus on DMAIC – Define, Measure, Analyze, Improve, Control)

� Learn how to identify redundant steps in your process � Develop skills needed to manage the culture change � Understand how to use data properly to effectively

measure, analyze, improve, and control performance � Evaluate Voice of the Customer (VOC) techniques � Examine the Cost of Poor Quality (CPQ) � Learn key data collection strategies � Receive basic statistics, graphical analysis, and Statistical

Process Control (SPC) trainingCharis grossman, pmp®, six sigma Black BeltSr. Consultant, St. Petersburg College, State College of Florida and the Performance Institute

SEminar D Identify the Right Measures to Drive PerformancePerformance 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 hands-on experience in developing a strategic management framework and creating powerful leading indicators that drive alignment and strategy execution.

� Work with a team to develop a part of a strategy map for a fictional company

� Learn how defining a “From-To-Gap” for the strategic objectives simplifies the choice of measures

� Gain hands-on experience with techniques to clarify measures, targets, and initiatives

� Discuss how to integrate strategic performance management and measurement

� Learn valuable best practices for “Strategy-Aligned Management” using the Balanced Scorecard methodology to create a culture of teamwork and accountability

Bill BarBergPresident, Insightformationgeorge roBsonSr. Consultant, Insightformation

4:00Seminars Adjourn

Tuesday, October 18, 2011

Pre-ConferenceSeminars

CHOOSE SEminar a, B, C Or D:

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

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Wednesday, October 19, 2011

DayOne

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

7:30Conference Registration, Continental Breakfast and Exhibits

8:00general session: opening remarks with ConFerenCe Chairman Setting the Stage for Performance Management

roy Barnes President, Blue Space ConsultingASMI Senior Fellow

8:45keynote 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 VisionCountless 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

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Wednesday, October 19, 2011

Day OneContinued

11:15 TraCk a Overcome Barriers to Designing and Executing Strategy

� Recognize internal factors such as work culture and resistance to change that may be hindering strategy design and execution

� Evolve past a reactive thinking approach to ensure constant strategy execution and proactive deficiency reduction

� Unite institutional silos to better communicate strategy goals for improved strategy design and execution

eileen timmins phD.SVP Human Resource, R.J. O’Brien and Associates

TraCk B How to Transform Performance Measurement in Your Organization

� Identify high-leverage performance measures that will have a transformational impact on your organization

� Increase collaboration by integrating measurement across functions

� Create knowledge and wisdom from measurement by improving the dialogue around measurement

� Create a positive organizational climate for measurement so that people will eagerly embrace it — rather than avoid or ‘game’ it

Dr. Dean r. spitzerPresident, Dean R. Spitzer & Associates, Inc.

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

� How automation and analytics increase the value of scorecards and dashboards

� How BI transforms business requirements into measureable business results

� How strategy and metrics are key to getting the ROI from BI initiatives

� Immediate actions and insights to begin optimizing your organization’s performance

mitChell weisBergManaging Director, Corporate Performance Management, Robbins Gioia

traCk B: internal anD external perFormanCe managementModern 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.

traCk a: Design, implement anD exeCute the right strategyThe 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 first-hand knowledge of effective methods in designing, implementing and executing your organization’s strategy.

traCk C: Business intelligenCe, metriCs anD analytiCsBusiness 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.

Choose Track a, b or C:

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Wednesday, October 19, 2011

Day OneContinued

12:15Lunch and Networking Break

1:15Deep Dive sessionBridge the Gap between Strategy and Execution

� 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 BerensPresident, Root Learninglen kinorManaging Director, Partnerships, Root Learning

2:45Networking Break and Refreshments

3:00 Choose interaCtive session i, ii or iii inTEraCTiVE SESSiOn i A Step-by-Step Plan for Implementing World-Class Performance Management

� Discover the connection between business performance and employee engagement

� Get tips how to overcome resistance to ensure organization-wide adoption

� See why a “stair step” approach to performance management contributes to a sustained and successful performance management initiative

� Learn how to continue refining performance management to respond to changes in priorities

pamela strokoTalent Management Expert & Evangelist, Taleo

inTEraCTiVE SESSiOn ii Using Your Employee Performance Data to Increase Productivity

� Understand how employee performance metrics are key to tracking strategic execution

� Understand the key components necessary for an effective performance management system

� Identify the three key performance areas that impact the bottom-line

Cathy missilDine- martinCo-Founder, Chief Performance Officer, Intellectual Capital Consulting

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

� Discover how predictive business analytics will change the way any size organization will make decisions and successfully compete in this decade

� Experience a highly-interactive presentation where you will make the decisions that will determine the degree of the company’s market and financial impact

� Compare your decision in “real time” with your peers, consultants, and practitioners

Bill swansonPresident, CEO Decisions

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.

6:30Cocktail Reception Adjourns

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Thursday, October 20, 2011

DayTwo

7:30Registration & Continental Breakfast

8:00keynote 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 evelynPresident, 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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Thursday, October 20, 2011

Day TwoContinued

9:30 TraCk D Product Road Mapping: Deliver Against your Portfolio Objectives

� Link business strategy and market data with product decisions

� Prioritize investments in customer needs or other product drivers

� Set more competitive, realistic targets based on your roadmap plan

riCharD oBBoSr. Product Manager, AOL

TraCk E Create an Integrated Performance Management Framework that Achieves Intended Outcomes

� Link finance and strategy through a well-conceived budgeting and forecasting process

� Establish performance measures that are easily translated to both business and corporate strategies

� Create a transparent process for reporting that accurately informs management of business performance

mark aesChCEO, Envisurage

TraCk F Driver Based Budgeting and Planning

� Identify cause and effect relationships to obtain detailed information about key drivers of financial performance

� Integrate key non-financial drivers with traditional financial data

� Rapidly assess the financial impact of different business scenarios

Jim roBertsonVP, Financial Planning & Analysis, Integrated Electrical Services

10:45Networking Break and Exhibits

traCk e: integrate strategy anD perFormanCe management as CloseD-loop, value-aDDeD 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 D: proDuCt strategy & perFormanCeDynamic 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.

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.

Choose Track D, E or F:

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Thursday, October 20, 2011

Day TwoContinued

My colleague and I enjoyed the conference and actually came away with some substantive ideas to make our

efforts better.” — bUENO FOODS, INC.

11:00 TraCk D Manage the Product Portfolio Across the Lifecycle

� Focus on how to allocate resources in order to maximize your product portfolio value and span across the market

� Align your product portfolio to support internal strategies for current goals, as well as long-term objectives

� Improve product quality and results by incorporating original documented data into your product framework

amos winBush iiiFounder and Chief Executive Officer, CyberSynchs

TraCk E Employ BSC Principles for Enterprise-Wide Alignment to Strategy

� 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

� Positively impact your performance goals through a contextualized and holistic approach in analyzing results as viewed through a BSC perspective

� Cascade effective BSC principles within your organization for uniformed parameters for measurement and results

JaCk steeleChairman & CEO,ActiveStrategy, Inc.

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

� Analyze a rolling forecast case study to learn how other companies are leveraging this method to improve ROI and reach sustainable levels of performance

� Discover how companies are leveraging rolling forecasts for more succinct financial planning

� Learn to utilize rolling forecasts to identify where changes need to be made in order to maximize profitability and minimize losses

siD ghatakPresident, Rolling Forecast Solutions, LLC

12:15Lunch and Networking Break

1:15

Deep Dive sessionMake Some Strategy Decisions in the Top Pricer Tournament

� Test your competitive-strategy skills in the Top Pricer Tournament™ � Analyze the difference between being lucky and being smart, and get more of both � Win instant respect and public acclaim if you are the conference’s Top Pricer!

mark ChussilFounder & CEO, Advanced Competitive Strategies, Inc. (ACS)

2:45Networking Break and Refreshments

Choose Track D, E or F:

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Thursday, October 20, 2011

Day TwoContinued

3:00TraCk D Design and Effectively Implement a Customer-Driven Product Strategy

� Integrate the voice of the customer (VOC) into product strategy

� Analyze customer data to make clearer decisions on product selection

� Measure and monitor customer interaction to achieve optimal market effectiveness with your products

roy BarnesPresident, Blue Space ConsultingASMI Senior Fellow

TraCk E Leverage Risk Management to Facilitate Strategy Execution

� Understand the interdependencies of risk when formulating your risk strategy

� Identify key business drivers and account for their unpredictable impacts on the company

� Integrate ERM into the business processes to realize improved performance results

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

TraCk F Discover How to Link Your Compensation Structure to Reinforce Strategy Execution � Analyze case studies to examine

how companies have linked leading practices such as driver-based planning and rolling forecasts to compensation

� Learn how to implement these innovative approaches without sacrificing accountability within the organization

� Discuss the major barriers to establishing a link between new budget practices and compensation

amy ellisonVP of Human Resources, Delta Dental- Kansas

The speakers were very knowledgeable and enthusiastic about their respective areas of expertise.” — RaCETRaC PETROLEUM, INC.

4:00

general session: Chairperson’s Closing remarksDevelop and Capitalize on Your Performance Management SystemsThis 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, ChairmanPresident, Blue Space ConsultingASMI Senior Fellow

4:30 Conference Adjourns

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Network with industry leaders and your peersStep 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.

Meet with leading industry solutions providersReserve 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.

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

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

Showcasing the Latest Management Innovations

Sponsors:

BECOME A SPONSOR! To learn more about sponsorship opportunities contact Andrew Goodwin at 202-739-9707 or [email protected].

ConferenceExhibitors

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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.

CustomizationWe 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 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 expertiseOn-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

� Performance-Based Contracting � 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 [email protected]

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Venue and Hotel: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

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

Tuition: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

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 [email protected].

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

SPONSOR ORGANIzATION NAME AND SPONSOR ID NUMBER: THOMPSON MEDIA GROUP 109435Thompson 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 AssuranceASMI 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 Corporate Headquarters: Quality Assurance805 15th Street NW, 3rd FloorWashington, 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 and Payment• 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.

Logistics & Registration

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

Name Title

Organization Dept.

Address

City State Zip

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Method of Payment:o Check o Purchase Order/Training Form o Credit Card

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Please make checks payable to: The Performance Institute

Cancellation PolicyASMI 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.

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By:_________________________________________________________________ Date: _____________________

Priority Code: B960-WEB

VISIT ThePerformanceConference.com

CALL 877-992-9522

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