THE INSTITUTE OF PERFORMANCE MEASUREMENT
A division of The Spaulding Group, Inc.


PERFORMANCE MEASUREMENT FORUM
Planting the seeds of action through interaction

May 16-17, 2002
Sheraton Boston
39 Dalton Street, Boston, MA
Telephone:800-325-3535 - Fax: 617-236-6061

FORUM PROGRAM
Thursday, May 16, 2002
12:00 P.M.
LUNCHEON

12:30 - 2:30 P.M.
2002 PERFORMANCE ATTRIBUTION SURVEY PRESENTATION
David Spaulding, The Spaulding Group

2:30 - 2:45 P.M.
AFTERNOON BREAK & ROOM TRANSFER

2:45 - 3:45 P.M.
CONSULTANTS PERSPECTIVE
William Y. Bogle, New England Pension Consultants

3:45 - 4:45 P.M.
DISCUSSION - Technology: Curent Thinking, What's Everyone Doing?

4:45 - 5:00 P.M.
NEXT DAY, DINNER PLANS & END OF DAY WRAP-UP

Friday, May 17, 2002

8:00 - 8:30 A.M.
REGISTRATION/CONTINENTAL BREAKFAST

8:30 - 9:15 A.M.
WELCOME/MEMBER INTRODUCTIONS
David Spaulding, The Spaulding Group

9:15 - 10:15 A.M.
SEC ISSUES
Tim Simons , Ashland Accounting

10:15 - 10:30 A.M.
MORNING BREAK

10:30 - 11:30 A.M.
BENCHMARKS
Brendan Beith , FT Interactive Data

11:30 - 12:00 P.M.
DISCUSSION: The Addition of Fees Provisions and
Guidance to the GIPS®

12:00 - 1:00 P.M.
LUNCHEON

1:00 - 2:00 P.M.

KEYNOTE ADDRESS:Risk Measurement in Performance Measurement
Bruce Feibel, Eagle Investment Systems

2:00 - 3:00 P.M.
NORTH AMERICAN VERSION OF GIPS - UPDATE
Jessica Mann , AIMR

3:00 P.M. - 3:15 P.M.
AFTERNOON BREAK

3:15 - 4:00 P.M.
WRAP FEES
Donna Glass , Deloitte & Touche

4:00 - 4:45 P.M.
OPEN DISCUSSION

4:45 - 5:00 P.M.
CONCLUSIONS, WRAP-UP, & NEXT MEETING

For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler.
The agenda's speakers and topics are subject to change
.

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