2013 Client Conference and Research Symposium

AgendaWednesday, August 14

6:00 – 8:00 pm Registration and Cocktail Reception17th Floor of the Trump Hotel & Tower, Chicago - Grand Salon

Thursday, August 15

8:00 – 9:00 am Registration and Continental Breakfast 17th Floor of the Trump Hotel & Tower, Chicago - Grand Salon

9:00 – 9:15 am Welcome and Opening Remarks Paul Sill - Principal, Forum Analytics

9:15 – 10:45 am Customer First: Perspectives on the Use of Analytics for Strategic Planning John Venhuizen – Chief Executive Officer, Ace Hardware Corporation Moderated by Paul Sill – Principal, Forum Analytics

The Chief Executive Officer for one of America’s most iconic retail brands shares his “Customer First” approach to domestic store forecasting, strategic planning, competitive analysis, and general viewpoints on the use of analytics for executive decision-making.

10:45 – 11:45am The Structural Changes to the Casual Dining Sector: Trends and Future Outlook John Hamburger – President, Franchise Times Corporation Mr. Hamburger is the President of Franchise Times Corp., the publisher of Franchise Times Magazine and the Restaurant Finance Monitor. He has extensive knowledge and history in both franchising and the restaurant industry, such that it gives him insight into the larger, global trends of the franchise consumer service models. In this session, he will discuss the structural and recessionary issues that have impacted casual dining and made fast casual more compelling. In addition, he will highlight the initiatives restaurant companies are using to adapt casual dining's model to the fast growing, fast casual model.

12:00 – 1:30 pm Luncheon and Keynote Speaker Rayid Ghani – Chief Data Scientist, 2012 Barack Obama Presidential Campaign

The clock is ticking; you have one hour and 500 phone calls to make. How do you determine the households most likely to donate to your cause, thereby maximizing your return on time invested? Not too different from having 100 potential sites to consider and wanting to know which 25 will have the highest return on your invested capital right now, or having 2,500 planograms and not knowing which one to utilize to maximize a store footprint. Mr. Ghani's experience in data mining and strategic consulting will provide unique and relevant perspective on the applications of predictive modeling for prioritized decision-making.

1:30 – 2:30 pm Mall vs. Off-Mall vs. Factory Outlet: Perspectives and Strategies from Unique Industry Players Ron Douglass - Vice President, Real Estate, Claire's Stores, Inc. Randy Swain – Vice President, Real Estate & Construction, Helzberg Diamonds John Twist – Vice President, Franchise and Business Development, Batteries Plus Bulbs Mark Whittle - Vice President, North American Development, Hooters Restaurant Group Moderated by Tony Conti – Executive Vice President of Sales & Marketing, Forum Analytics Hear from purveyors of unique, targeted products and their perspective, approaches, and vision as it pertains to the ever-present debate over mall vs. off-mall, vs. factory outlet market development. Hear how each approaches these concerns, how their ever changing businesses require attention to the models they have developed, and find out how they see the next five years in terms of development strategy in the marketplace.

2013 Client Conference and Research Symposium

2:30 – 3:15 pm Empowering Your Brokers to Do More with SIMMS Online and VEXRAY Ryan Zink - President, Complete Nutrition Kirk Hanson, Jr. – Principal, Access Commercial Real Estate Learn how Complete Nutrition empowers their broker partners through shared use of the SIMMS Online platform, creating a more proactive and efficient real estate workflow. Hear how they leverage the value of their analytics through this relationship structure improving speed to market and overall business continuity for the real estate function.

3:15 – 3:30 pm **Break** - Coffee and Beverages

3:30 – 4:15 pm The Role of Analytics in the Fast Paced Environment of Rapid Growth Organizations Speakers: Rafiq Karimi – Chief Executive Officer, CD One Price Cleaners Mike Rotondo – Chief Executive Officer, Tropical Smoothie Café Moderated by Michael Mercurio – Vice President, Business Development and Strategy, Forum Analytics

Senior leaders from rapidly growing enterprises share their perspectives on the role analytics play in their short and long range strategic planning and day-to-day tactical decision-making. CD One Price Cleaners operates 30 dry cleaning stores, 24 franchise and 6 company owned locations, and cleaned over 15 million garments last year. Tropical Smoothie Café operates over 250 primarily franchised cafes across 35 states. Each of these exceptional leaders will share unique perspectives on how they have employed analytics in their decision-making and strategic planning.

4:15 – 5:00 pm Profiling for Success: A Proven Methodology for Identifying Top Performing Franchisee and Management Candidates Rebecca Monet, Chief Executive Officer, Zoracle LLC: A Strategic Partner of Forum Analytics Ms. Monet is a behavioral scientist who measures prospective franchisees, and management, on their core competencies, personal values, work style, leadership skills, stage of life, attitude, and other key performance characteristics. Zoracle’s proprietary assessment tool provides a blueprint of your most successful managers and franchisees which in turn produces a relevant questionnaire for screening future candidates more effectively. The end result is more qualified franchisee candidates, managers, and project teams, quicker ramp-up in the marketplace, greater retention, and many other operational benefits for your business. Hear firsthand case studies of measurable success and gain a better understanding of how her work sits nicely alongside real estate related forecasting models.

6:00 – 6:45 pm Cocktail Reception 17th Floor of the Trump Hotel & Tower, Chicago - Grand Salon

6:45 – 8:45 pm A Plated Dinner at the Trump Hotel 17th Floor of the Trump Hotel & Tower, Chicago - Grand Salon Sponsored by Newmark Grubb Knight Frank Global Corporate Services

Thursday, August 15 continued

2013 Client Conference and Research Symposium

Friday, August 16

8:00 – 9:00 am Continental Breakfast 17th Floor of the Trump Hotel & Tower, Chicago - Grand Salon

9:00 – 9:45 am Levels of Data Value: What Value Does Household Level Geo-Demographic Estimated Data Bring to Spatial Forecasting? Robert G. Welch – President and Founder, Synergos Technologies, makers of the PopStats data products

Mr. Welch is an industry expert in the development of data for the consumer industry. His population estimates for the recently released 2010 Census were within 1,452 people on a national basis…his estimates were made a full year BEFORE the actual figures were released. The attention to detail and superior data scoring algorithms of his company are what continue to make STI: PopStats the premium data source available for the development of reliable statistical models.

9:45 – 10:30 am Modeling for Performance vs. Potential Grant Nelson – Senior Director, Store Analysis & Planning, NAPA Auto Parts

Founded in 1928, Genuine Parts Company (GPC) is a service organization engaged in the distribution of automotive replacement parts, industrial replacement parts, office products, and electrical/electronic materials. Their products and services are offered through a network of over 2,000 retail and B2B operations geographically located across the United States, Canada, and Mexico.

Learn how Mr. Nelson combines a Key Performance Indicator (KPI) regression model with a market-focused regression model to balance his needs of assessing and driving same-store growth and new market development within a single SIMMS Online framework.

10:30 – 11:15 am Lipstick on a Pig: How Models Can Be Manipulated and the Use of ProxiesPaige Stover – Senior Director of Analytics, Forum Analytics, LLC You’ve heard us say it, now hear us defend it with more science. We could build a model to predict within 1% of sales every single time. We’ll demonstrate how to manipulate a model to be “perfect” and let you judge for yourself if you like what you see. This session is an executive primer on basic model building assumptions and requirements so you can sniff test future models with greater confidence, and gain an enhanced perspective of the artistic elements and proxy factors required to make a model both predictive and practical.

11:15 – 12:00 pm Improving Customer Insights with Predictive Analytics – The Current State and Future Industry TrendsKsenija Draskovic – Head of Data Scientist Team, Verizon Wireless In this session you will be offered an insider’s look at all the moving parts of big data mining and how a mature, sophisticated enterprise collects, stores, disseminates, analyzes, and deploys intelligence to the front line decision-makers.

12:00 – 1:30 pm Luncheon SIMMS 2.0 Overview and VEXRAY Module 2.0 • Multiple Site Mapper Module • Client Feedback and Wishlist Offerings Luke Douglas, Principal and Chief Technology Officer, Forum Analytics Paul Sill, Principal, Forum Analytics

2013 Client Conference and Research Symposium

Friday, August 16 continued

1:30 – 2:15 pm Assortment Optimization: Identifying Niche Opportunities Best Suited to Maximize Market Potential Sheila Cielenski – Business Analytics Manager, Ace Hardware Paige Stover – Senior Director of Analytics, Forum Analytics

This analytic exercise sought to identify existing Ace stores with high-untapped demand for unique product assortments known as “niches”. These niches do not fit well in every store. As a result, data mining was employed to tease out the key success attributes of stores selling those niches. Those learnings were used to identify other Ace stores with a high level of market potential for a given niche.

2:15 – 3:30 pm Client Jeopardy! Clients Face Off on a Series of SIMMS, Modeling, and Market Optimization Questions for Big Prizes

Rita Barr – Associate Director of Retail Real Estate Operations, Midwest, Verizon Wireless Johnny Bauman – Director of Real Estate and Construction, Global Franchise Group Mike Sawyer – Manager of GIS, CKE, Inc., Parent Company of the Hardee's and Carl's Jr. Brands Hosted by Paul Sill and Holly Pettersen – Forum Analytics

A final test of their modeling and SIMMS acumen, these clients will face a gauntlet of rapid-fire questions in various categories. Who says learning about the best practice applications of SIMMS Online and general modeling can’t be fun?

3:30 – 3:40 pm Closing Comments

3:40 – 4:30 pm Design Custom SIMMS Online Reports: A How To Primer + One on One Q&A / SIMMS Training Break Out Areas To:

• Sit with your Forum support analyst and senior staff and discuss questions about your SIMMS Online solution.• Meet with IT and share your ideas for SIMMS improvements.• See SIMMS and VEXRAY 2.0 up close, or get SIMMS Online training and tips.

4:30 – 7:00 pm Conference Adjourns Cocktail Social at Rebar on the River, Mezzanine Level, Trump Hotel

Mingle with peers, colleagues, and new friends before heading off to the airport.

2013 Client Conference and Research Symposium

RegistrationHow to Register

Register online at www.ForumAnalytics.com

Contact Holly Pettersen - hpettersen@forumanalytics.com Email Form Below or Fax to 773.252.6103

Mailing Address

770 N Halsted, Suite 503 Chicago, IL 60642

Registration Fee

Regular Rate (after July 15, 2013) - $595

Cancellations

Full refunds (minus a $50 administrative fee) will be granted for cancellations received in writing by July15, 2013. Cancellations received after that date are subject to a 50% penalty plus $50 administrative fee. No refunds are permitted for cancellations requested after August 1, 2013. Substitutions are permitted at any time with a $50 substitution fee.

Hotel Reservations

A block of rooms has been reserved at: Trump International Hotel 401 North Wabash Ave Chicago, IL 60611

TEL-312.588.8000

Rate: $285 Single/Double Occupancy

Be sure to book your hotel early! Hotel fees are not included in the registration fee and rooms are available on a first-come, first-served basis. Guestroom reservations will be made by each attendee. To reserve rooms phone 312.588.8000 and reference the name of the conference. All reservations are subject to availability.

Special Needs

We are committed to providing access to all individuals attending the conference. Those needing any special accomodations (e.g. sign-language, large-type print materials, or transportation) should email Holly Pettersen - hpettersen@forumanalytics.com.

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