2014 Client Conference and Research Symposium

AgendaMonday, August 11

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

Tuesday, August 12

8:00 – 9:00 am Registration and Continental Breakfast 16th Floor of the Trump Hotel & Tower, Chicago - Skyline Room Foyer

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

9:15 – 10:15 am CEO Fireside Chat: Rockin' With Analytic Insights: How School of Rock Integrates and Acts Upon Data Across the Organization Chris Catalano – Partner at BeCause Capital Partners and former Chairman and CEO of School of Rock Moderated by Paul Sill – Principal and CEO, Forum Analytics

Mr. Catalano was the Chairman for School of Rock, LLC since June 2009 and was its Chief Executive Officer since July 2010. His background includes both current and prior positions as a Partner at BeCause Capital Partners and divine interVentures, managing venture investments in internet technology companies. He joined Sterling Partners in 2009 and served as its Operating Partner and he previously served as the Managing Director at Critical Resources Management LLC and Critical Resources Fund, L.P. Mr. Catalano has served as a Senior Vice President of Business Development at GE Capital Corporation and as the Chief Investment Officer at McDonald’s Ventures from June 2003 to June 2008. He was actively engaged in the oversight and successful initial public offering of Chipotle Mexican Grill and also played a leading role in the oversight of Boston Market’s path to exit. He served as Chairman of RedBox Automated Retail until it was acquired by Coinstar in 2009 and he served as an active board member on the board of Pret A Manger and Donatos Pizzeria. Mr. Catalano holds an M.B.A. with a concentration in Finance from Rider University and a B.A. degree in Mechanical Engineering from Villanova University. With such a diverse background in retail, restaurant, and private equity Mr. Catalano will be sharing a wealth of unique perspectives on the application of analytics across a wide variety of business environments.

10:15 – 11:15 am From Deep Dish Pizza to Lift-Tone-Burn to Heavy Starch, Please: National and Regional CEO Perspectives on Best Practices for Integrating Analytics Across an Organization Darin Harris – Chief Executive Officer, CiCi's Pizza Sloan Evans – Chief Executive Officer, Pure Barre Reid Bechtle – Chief Executive Officer, ZIPS Franchising Moderated by Tony Conti, Executive Vice President of Sales and Marketing, Forum Analytics You may be surprised at the many common challenges faced by firms of all sizes when developing and integrating data analytics across an organization. Hear from three dynamic CEOs on why they believe in analytics, the changes they see in their businesses as a result, and where they would like to see analytics guide them in the future.

11:30 am – 1:00 pm Luncheon and Keynote Speaker Jeffrey Ma – Kingpin of the Famous MIT Blackjack Team and Expert Data Analyst

When big money is on the line, business transformation expert and blackjack legend Jeffrey Ma knows how to hit the jackpot. As a member of the MIT blackjack team, Mr. Ma was the subject of both Ben Mezrich's #1 New York

2014 Client Conference and Research Symposium

Times best-seller book Bringing Down the House, and the 2008 hit film 21. Mr. Ma also authored his own book, The House Advantage: Playing the Odds to Win Big in Business, which tells the story of how he went from the blackjack table to corporate business, but there is more to this business strategist and social media mogul than counting cards. He transformed his early gaming experiences to co-found Citizen Sports, the mobile hub for millions of sports fans worldwide, and the center of Yahoo! Sports' social media strategy. Major corporations, from Sports Illustrated and ESPN to Ford and McDonald's, have relied on Mr. Ma's proven game plan to score big in the digital age by using data and metrics to build their brand and maintain customer loyalty. He is living proof that data-driven decisions and smart risk taking trump luck every time when it comes to beating the house - whether you're amassing poker chips or market share.

1:15 – 2:15 pm Staying Out of the Frying Pan: Legal Perspectives on Distributing Analytics Across a Franchise Organization Nate Isaacson – In-House Legal Counsel, Sears Holding Corporation Diane Austin – Manager, Real Estate Research & Analytics, Sears Hometown & Outlet Gaylen Knack – Principal, Gray Plant Mooty Moderated by Paul Sill – Principal and CEO, Forum Analytics An open conversation including both client and legal perspectives on best practices for sharing and utilizing analytics across a franchise organization.

2:15 – 3:00 pm Analytics For Unit Development – Senior Level Perspectives Bill Pierquet – Senior Vice President of School Development, Primrose Schools Mark Whittle – Senior Vice President of Development, Hooters of America Steve Parker – Chief Development Officer, Moe's Southwest Grill Moderated by Kenna Brannon – Vice President of Technical Sales, Forum Analytics

Where do analytics add value for unit development and real estate? Hear from a panel of seasoned veterans as they discuss how SIMMS Online and analytics in general shape their companies and market positions.

3:00 – 3:30 pm Coffee and Tea Service 16th Floor of the Trump Hotel & Tower, Chicago - Skyline Room Foyer

3:30 – 4:30 pm How Private Equity Uses Market Optimization Results to Form Valuation Assessments Geoff Hill – Principal, Roark Capital Group Moderated by Paul Sill – Principal and CEO, Forum Analytics Mr. Hill once sat on your side of the fence as President and Chief Development Officer at Focus Brands, Inc. Since moving over to Roark Capital Group in 2009, he now oversees the analysis and diligence required when private equity firms consider both the buy and sell side of the equation. Hear how market optimization results are interpreted to form long-term valuations. Learn why there is no such thing as right or wrong when it comes to market optimization…but there is a right and wrong way to interpret the results for your business.

6:00 – 6:45 pm Cocktail Reception 16th Floor of the Trump Hotel & Tower, Chicago - Grand Ballroom 6:45 – 10:00 pm A Plated Dinner at the Trump Hotel 16th Floor of the Trump Hotel & Tower, Chicago - Grand Ballroom

Tuesday, August 12 continued

2014 Client Conference and Research Symposium

Wednesday, August 13

8:00 – 9:00 am Continental Breakfast 16th Floor of the Trump Hotel & Tower, Chicago - Skyline Room Foyer

9:00 – 11:15 am Concurrent Session Opportunity SPONSOR SHOWCASE // SIMMS SUPPORT

17th Floor Trump Executive Boardrooms

Meet with Forum Tech Specialists for one-on-one training on your SIMMS Online tool and gneral Q&A OR

Meet with our stategic partners for quality one-on-one time:

9:00 – 9:45 am Reinventing the Industry. Forum + MasterCard + DataMentors. Beyond Site Selection Paul Sill – Principal and CEO, Forum Analytics

Mr. Sill will promote and demonstrate integrated offerings from key strategic partners such as MasterCard, Data Mentors, and Synergos Technologies and how these new offerings may change the way many of you approach real estate, marketing, direct mail, and strategic planning.

9:45 – 10:30 am Wawa Goes to Florida: What to Expect from Models in New Markets Katherine Dillon – Real Estate and SOS Finance Manager, Wawa, Inc. Paige Stover – Senior Director of Analytics, Forum Analytics

Wawa, Inc., a privately held company, began in 1803 as an iron foundry in New Jersey. Toward the end of the 19th century, owner George Wood took an interest in dairy farming and the family began a small processing plant in Wawa in 1902. The milk business was a huge success. Today, Wawa is an all day, every day stop for fresh, built-to-order foods, beverages, coffee, and fuel services. A chain of more than 645 convenience retail stores (over 365 offering gasoline), Wawa stores are located in Pennsylvania, New Jersey, Delaware, Maryland, Virginia, and Central Florida. Ms. Dillon and Ms. Stover explore the difficulties of building forecasting models from historical data for use in entirely new markets. When Wawa decided to expand to the Florida market, Forum helped design and implement a forecasting model from legacy data but with sensitivities to the unique market dynamics of this uncharted state. A candid dialog about what worked, what didn’t, and how to set expectations inside your organization under such circumstances.

10:30 – 11:15 am Story Time with CKE: How Multiple Brands Share a Single SIMMS Online Platform Mike Sawyer – Director of Market Planning, CKE Restaurants, Inc. Sarah Baumgartner – Chief Client Officer, Forum Analytics Carl’s Jr. is celebrating more than 70 years in the quick-service industry. What began in 1941 as a lone hot dog cart in Los Angeles is today a wholly owned subsidiary of CKE Restaurants Holdings, Inc. As of the end of fiscal 2013, the company, through its subsidiaries, had a total of 3,318 franchised or company-operated restaurants in 42 states and 28 foreign countries and U.S. territories worldwide, including 1,369 Carl's Jr. restaurants and 1,944 Hardees’s restaurants.

2014 Client Conference and Research Symposium

Wednesday, August 13 continued

Mr. Sawyer and Ms. Baumgartner will discuss how multiple brands utilize the same SIMMS Online platform to solve similar but uniquely different real estate needs. They’ll discuss how SIMMS Online has evolved over the years and what role the analytics derived play in the day to day decision making across the enterprise.

11:30 am – 12:45 pm A Buffet Luncheon Rebar on the River; Mezzanine Level, Trump Hotel

1:00 – 2:00 pm Ace Means Business: How Ace Hardware Uses SIMMS Online to Target High-Value Business to Business Customers Bruce Rohm – Business to Business Corporate Manager, Ace Hardware Paige Stover – Senior Director of Analytics, Forum Analytics

Mr. Rohm will discuss the B2B channel at Ace Hardware and the challenges they face in driving incremental growth through this channel with their independent store owners and operators. The approach and lessons learned are applicable to any business trying to drive incremental revenue growth through non-traditional channels. Learn how Forum helped narrow the focus through business segmentation modeling and how such modeling can be applied to many other B2B and B2C situations.

2:00 – 3:15 pm SIMMS Online Technology Innovations for 2015 SIMMS 3.0 Sneak Peek Luke Douglas, Principal and Chief Technology Officer, Forum Analytics Mr. Douglas will demonstrate some of the new bells and whistles being developed as upgrades and enhancements to your SIMMS Online platform to watch for in 2015.

3:15 – 3:30 pm Coffee and Tea Service 16th Floor of the Trump Hotel & Tower, Chicago - Skyline Room Foyer

3:30 – 4:15 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 Diane Austin – Manager, Real Estate Research & Analytics, Sears Hometown & Outlet James Throckmorton – Director of Real Estate, The Krystal Company 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?

4:15 – 5:00 pm Closing Comments and Attendee Awards Free Tablet Devices and Other Fabulous Prizes!

5:00 – 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.

2014 Client Conference and Research Symposium

RegistrationHow to Register

Register online at www.ForumAnalytics.com or send this form any one of these ways:

Email: hpettersen@forumanalytics.com Fax: 773.252.6103 Mail: 770 N Halsted, Suite 503, Chicago, IL 60642

Registration Fee

$695

Deadlines

Registration - August 8, 2014 Hotel Reservation - July 25, 2014

Cancellations

Full refunds (minus a $50 administrative fee) will be granted for cancellations received in writing by July15, 2014. 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, 2014. 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: $295 Single/Double Occupancy Cut-off Date: July 25, 2014

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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Select your meal choice for the plated dinner on Tuesday, August 12th:

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Registration Form ALL FIELDS REQUIRED or register online at www.ForumAnalytics.com

August 11-13, 2014 - Chicago, IL