Activity-Based Management Advanced Implementation Group · 2010. 10. 5. · Activity-Based...

Activity-Based ManagementAdvanced Implementation Group

Improving Cost and Performance Management in Practice

2007 Program Overview

Our 8th year, 2000 – 2007

Version 1.4

Page 2© The Player Group – 2000-2007, All Rights Reserved, Proprietary and Confidential, ABM AIG Overview 2007 v1.4 070211.ppt

Mission Statement for the Activity-Based Management Advanced Implementation Group (ABM AIG)

BM AIG is a network of advanced cost

management practitioners who share best practices. This network enables members to reap greater benefits from their cost and performance management efforts.

AA


Key Membership Benefits

Build deep relationships with trusted colleagues of some of the world’s foremost cost and performance management practitioners.

Candid feedback on what does and what does not work. This frontline group of implementers quickly goes beyond hype to discuss what leads to real improvements.

Exposure to leading-edge cost and performance management authorities*. These experts candidly discuss their past work and will provide practical information on their recent advances in knowledge and methodologies, often long before being discussed with general public audiences.

*(see past key speakers, pages 13-16)

Share proven best practices information on advanced implementation strategies.

Four face-to-face meetings with your peers, who share your cost management leadership challenges. And, your chance to learn first-hand from some of the best companies in the world.

Ability to electronically poll the group on your development questions.

Access to the knowledge base of the AIG and to The Player Group’s knowledge base on cost management.


Meeting #1 – Costing Role in GovernanceFebruary 26 – 27, 2007 San Francisco

Dr. Charles Horngren, Stanford University• The most noted educator in cost management returns

to lead the ABM AIG• Explore the foundations of cost allocation principles and

establish cost governance guidelines.Core Skill – Emotional Cycle of Change –Evert Hulleman

• Maintaining momentum through the valley of despair

Shared Services Workshop – Ron BradleyCase Study – Vision Service PlanMeeting Location – Charles Schwab & Co

San Francisco


Meeting #2 – Understanding Current TechnologyApril 30 – May 1, 2007 Pittsburgh

Understanding Current TechnologyRob Kugel, Ventana ResearchCase Study – Lean EnterpriseMeeting Location – Thermo Fisher ScientificReview how technology architectureis changing, and what it means toyour costing effortsExamine how the tools of costmanagement are evolving, and whatit means for your efforts Pittsburgh


Meeting #3 – Life Cycle ProfitabilityJuly 30 – 31, 2007 Chicago

Sam Hill, FTI HeliosCase Study – Real Time Managementof the Supply ChainMeeting Location – Discover Financial ServicesThis innovative program explores life cycle profitability, customer management, and how to drive the top lineOur guest speaker is the co-author of Radical Marketing and one of the country’sforemost experts on pricing

Chicago


Meeting #4 – Creating and Measuring ValueNovember 5 – 6, 2007 Atlanta

Creating and Measuring Value –Robin Cooper, Emory UniversityOur most popular presenter returns to reflect on how organizations create and add value.Robin will review how lean enterprises are colliding, Kaizen costing, and what stays the same in the seas of change.Case Study – Understanding How to Manage Your DataMeeting Location – Coca-Cola

Atlanta


A partial listing of our ABM AIG member organizations


The typical ABM AIG meeting agenda lasts for one and one-half days

Monday• 7:30 – Continental Breakfast• 8:00 – Welcome & Update• 9:00 – Key Topic• 10:00 – Networking Break• 10:30 – Key Topic continues• 12:00 – Lunch• 1:00 – Key Topic continues• 2:30 – Workshop• 3:15 – Networking Break• 3:45 – Workshop continued• 4:45 – Benefits & Concerns Discussion• 5:15 – Meeting Over• 6:30 – Meet for Networking Dinner

Tuesday• 7:30 – Continental Breakfast• 8:00 – Monday Recap / What did we learn?• 8:15 – Member Case Study• 9:15 – Core Skill session• 10:15 – Break• 10:45 – Open Topic• 11:30 – Closing Thoughts & Announcements• 12:00 – Box lunches (leave for the airport or

stay for lunch)

The majority of the first day is focused on presenting a leading-edge issue* or skill development. The remaining time focuses on cost management case studies, discussion of improvement tools and review of best practices. Meetings are designed to be highly interactive. Networking is facilitated through ample breaks and the team dinner at the end of the first day.

*(see list of past speakers and topics pages 13-16)


Group Composition

Target AudienceGroup composition is primarily executives and their direct reports who are accountable for measuring and driving cost and performance management within organization.

Requirements for MembershipEligible companies have at least three years experience in implementing activity-based management or other advanced cost management approaches such as target costing. This forum was created as a peer-to-peer network so experienced practitioners could learn from each other.

Group LimitationsGroup discussions are designed to be open and candid. As such, existing members must approve any new companies that join the group.As networking is a primary goal of the group, there are limits on the number of companies that can effectively participate. Membership limitations begin when the group reaches 20 companies.


Investment in an ABM AIG Membership

Annual membership dues are $6,000 (January – December).

Allows two individuals from member organizations to attend the four quarterly ABM AIG meetings. Additional persons may attend for a nominal fee to cover additional costs.Dues cover speaker costs, meeting coordination and catering costs which typically includes two continental breakfasts, two lunches, group networking dinner and all refreshments at breaks. Pre-reading, books and other deliverables are also included.

As this is a networking group, attendance continuity is desired.


Past ABM AIG Programs

2006Transformational Change

• Key Speaker – Dr. Robert Kriegel, Ph.D.• Follow up Discussion – Designing and

Implementing Organizational Scorecards, Mark Graham Brown

• Los Angeles Best Practices in Planning and Management Reporting

• Key Speaker – David Axson• Using ABM at Best Buy – Mike Czerwonka• Denver

Impacting Customer Profitability• Key Speaker – John Miller• Using ABM for Customer Profitability –

Gregg Siuciak, Fisher Scientific• Targeting Profitable Growth, Pierre

Guillaume, Capital One • Boston

Mapping Your Strategy for Success• Key Speaker – Pat Bywaters• Case Study – AT&T Paradyne – Jay Collins• Process Mapping – Williamson-Dickie, Mike

Hyry• Orlando



2005Communications Workshop

• Key Speaker – Rebecca Shaw• Seven Principles of Collaboration for Rapid

Decision Making, Tom McGehee, WildWorks• Dallas - WildWorks

Presenting Data and Information• Key Speaker – Edward Tufte • Case Study – International Truck and Engine,

Jennifer Holmes • Minneapolis

Designing and Implementing Organization Scorecards

• Key Speaker – Mark Graham Brown• Case Study – Better Systems Support at

Sprint, Cynthia Thomas• Seattle

Strategy Implementation Success• Key Speaker – Alan Brache• Case Study – Update on Charles Schwab &

Co., Rhett Bratt• Targeting Profitable Growth, Pierre

Guillaume, Capital One• Washington D.C.

2004Target Costing Workshop

• Key Speaker – Keith Hallin, Boeing• Interactive discussion on ABM’s role in

helping manage your company, Catherine Stenzel, Editor – Journal of Cost Management

• PhoenixOrganizational Change Workshop

• Key Speaker – Jeremy Hope, Beyond Budgeting Round Table

• Case Study – ABM at Fisher Scientific, Samir Bagri

• New OrleansCustomer Profitability Workshop

• Key Speaker – John Shank, Naval Post Graduate School

• Case Study – Charles Schwab & Co., Tessa Novak

• San FranciscoUnderstanding Strategic Alignment Workshop

• Key Speaker – Robin Cooper• Case Study – Discover Card, Ryan Osgood• Atlanta



2003Creating Communities of Practice

• Key Speakers – Carla O’Dell & Kimberly Lopez

• HoustonFacilitation Methods Workshop

• Key Speaker – Liz Allen Fey, Management Solutions Group

• Case Study – Capital One• Raleigh – SAS tour

The Strategy Focused Organization• Key Speaker – Mark Frigo, DePaul University• Review of 2003 Ernst & Young Survey of

Management Accounting• Introduction to Beyond Budgeting Concepts• Chicago

Finance Activity Dictionary Project• Key Speaker – Robin Cooper• The Future of ABM – Steve Player• Roundtable Discussion – Kansas City

Financial Shared Services Benchmarking Consortium

• Kansas City – Sprint Campus

2002Sustained ABM

• Key Speaker – Robin Cooper• The Marmon Group’s – ABM Analytics, Paul

Larson• Atlanta

Balanced Scorecard and Linking ABM and Six Sigma

• Key Speaker – Antosh Nirmul• Cost Management at Harley Davidson – Bill

Turk• Boston

Predictive Accounting• Key Speaker – Jim Brimson• Cost of Quality Workshop• St. Louis

Process-Based Management Workshop• Key Speakers – Pat Dowdle & Jerry Stevens• “Should the ABC Effort Fall Under the

Comptroller?” – Stephen Pellegrino, USMC• Richmond



2001Evolution of Cost Management: From Accounting to Relativity

• Key Speaker – Tom Johnson• Enterprise Systems Design – David Cochran• Dallas – Valhi

Value-Driven Intellectual Capital• Key Speaker – Patrick Sullivan• Supply Chain Management – Tom Schmitt• Chantilly, VA – Ahold

Framework for Change Management• Key Speakers – Dr Annie McGowan & • Case Study on ABM Change – Aretha Hill• Change Enablement at Ralston Purina – Tom

Akright• Minneapolis – Deluxe Corporation

Communications Workshop• Key Speaker – Merrie Spaeth, Spaeth

Communications• ABM Implementation at Sprint – John Larson• Profit Optimization Techniques – Marvin

Newell• San Antonio - HEB

2000How are we using ABM today?

• Key Speaker – Charles Horngren• ABM Integration and Permanence Roundtable

Discussion• Houston - APQC

Customer Profitability Reporting• Key Speakers – Michael Stefanic & Sue

Swertfeger• Linking ABM to the Balanced Scorecard – Dr.

Bala Balachandran• Richmond – Owens & Minor

Linking ABM to Constraint Management• Key Speaker – Michel Maissoneuve• CAM-I Activity Based Budgeting Research• Montreal – Bell Canada

Managing Idle Capacity in an Economic Turndown

• Key Speaker – C.J. McNair, Babson Business School

• Paying for transactions in the digital age; is ABC the answer? – VerticalNet

• Chicago - GATX


ABM AIG Strategy Map(key objectives with cause and effect linkages)

Build Relationships

Between Members

Get Great Speakers &

Leading Edge Host

Organizations

Broaden Members’

Knowledge & Capabilities

Create Engaging

NetworkingPrograms

Maintain an Optimal

Membership

Empower Members in Their Cost and

Performance Management Efforts

Advance and Disseminate Knowledge

MemberOutcomes

Key InternalProcesses

Capabilities &Innovation

Enab

les

Driv

es


The ABM AIG is coordinated by The Player Group

Steve Player – Program Director• [email protected]• 214.239.0155 office • 214.697.0594 mobile • Recruits guest speakers, presents concepts and helps plan the

annual program.Pat Bywaters – Meeting Director

• [email protected]• 214.239.0155 office• 214.906.0865 mobile• Facilitates the group meetings, presents concepts, helps

members network and responds to individual member requests.Robin Baumgartner – Membership Coordinator

• [email protected]• 214.239.0155 office• Works with our host companies to arrange meetings sites, hotel

recommendations and other logistics. She handles all member communications, maintains directories and coordinates speaker logistics.


The Player Group, a management consulting firm, evolves leading-edge management concepts into action-oriented implementation plans and results. We bring deep experience and profound expertise to organizations seeking a better understanding of cost and performance management best practices. As cost and performance management specialists, The Player Group helps measure and maximize return on investment.

Steve Player’s team has co-authored and edited five industry-leading cost and performance management books and served as a media resource for hundreds of articles. They have led numerous best practice studies in conjunction with the American Productivity & Quality Center (www.apqc.org).

The Player Group has created unique communities of practice such as the Activity-Based Management Advanced Implementation Group (www.abmaig.org), comprised of Global 1000 organizations that have been using advanced cost and performance management techniques for a significant of years. The Player Group also runs the Beyond Budgeting Round Table (www.bbrtna.org) for North America.

About The Player Group (www.theplayergroup.com)

For more information contact:

G. Pat BywatersMeeting Director ABM AIG 214.239.0155 office214.906.0865 [email protected]


2007 Membership ApplicationMember Company Name

Primary Contact:Name Title Address City, State, Zip Code Business Phone Fax E-mail Mobile Phone

Alternative Contact:Name Title Address City, State, Zip Code Business Phone Fax E-mail Mobile Phone

• Annual ABM AIG Membership is $6,000 (duration is from January to December)• Invoices are emailed to the Primary Contact unless otherwise directed• Payment Method: Check Please Send an Invoice

Call me for my credit card number: Discover American Express MasterCard Visa• Fax 972.692.8395 or email [email protected] this page to Robin Baumgartner

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Activity-Based Management Advanced Implementation Group · 2010. 10. 5. · Activity-Based...

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