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2016 World of IT Financial Management, Seattle, WA
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2016 World of IT Financial Management, Seattle, WA
2016 World of IT Financial Management, Seattle, WA

7/11/2016 to 7/15/2016

When: 7/13/2015
Where: Mayflower Park Hotel
405 Olive Way
Seattle, Washington  98101
United States
Terence Quinlan

Phone: (805) 687-7390

Registration Information
Online registration is closed.


July 11-15, 2016 Conference in Seattle, WA

The World of IT Financial Management Program is the only “must attend” program for IT financial management practitioners as this conference program offers the most sessions and networking opportunities related to the financial planning, acquisition, management, and evaluation of IT assets and expenditures.

It is the most highly regarded IT financial conference of its kind because it is conducted by many of the leading experts and attended by so many practitioners of IT financial management.

How to Register


If you are registering a group and entitled to a group discount, you must first contact ITFMA at or (805) 687-7390 with the names of the registrants.

ITFMA's World of IT Financial Management® Conferences are at Mayflower Park Hotel in Seattle, WA on July 11-15, 2016 and offers these seven concurrent tracks and categories:

  • IT Financial Issues for Directors and Managers
  • IT Financial Planning, Budgeting and Reporting
  • IT Asset, Procurement, Contract and Expense Management
  • IT Financial Management Practitioner Experiences and Case Studies
  • IT Chargeback, Showback & Activity Based Mgmt.
  • ITIL Financial Management and Best Practices
  • IT Accounting for Expense Management

The July 13-15 conference registration fees are $1,695/ $1,795 for members/ nonmembers, and the July 11-12 optional workshops are $500 per day. The hotel room rate is $205 (discounted from $289) for single/double occupancy. To make room reservations, call (206) 382-6991 and mention “ITFMA (IT Financial Management Association)” to get the discounted room rate. Hotel check-out is 12:00 noon. The hotel may be sold out during this popular time of the year and there is no other hotel nearby that is comparable in quality and price. Reservations must be made by June 10 after which reservations will be accepted on a space available basis. Calling the hotel before the cut-off date does not guarantee rooms will be available at our special group rate as the hotel is not required to honor this special rate after our block of rooms has been filled, so reserve your room early. You can always cancel it.   more

See more: Hotel & Nearby Attractions

Purpose of Each Conference Track

The IT Financial Issues for Directors and Managers Conference Track provides a comprehensive overview of the major financial disciplines every Director, Financial Manager, Controller, CFO, CEO, and CIO should understand to perform his or her responsibilities. There is no university or educational program that offers such a complete agenda for IT organizations that addresses the planning, controlling, pricing, evaluating and decision making aspects of IT financial management. Many of the speakers were selected from among the leading experts in their field.

The IT Financial Planning, Budgeting and Reporting Conference Track is the first known track of its kind. It is filled with case studies and hands-on experiences regarding trends, models, techniques, best practices, and new ideas for effective IT financial planning, forecasting, budgeting, reporting and cost control. You should come away with a number of good ideas for improving your current practices and procedures.

The IT Asset, Procurement, Contract and Expense Management Conference Track brings together the vast experiences of practitioners and leading experts with experiences from best practice organizations. It provides speakers who are highly experienced experts in this field and creates a forum of asset and expense management practitioners to discuss their hot issues, challenges and solutions. The material covers practices and procedures in the design, implementation and application of a wide spectrum of tools and techniques used in the financial management of IT assets and expenses.

The Financial Management Practitioner Experiences and Case Studies Sessions bring together the hands-on experiences of practitioners and expert speakers with experiences from industry-leading organizations in order to provide a forum for practitioners to discuss and learn about the latest concepts and techniques in these financial disciplines



Monday 8:00 a.m.-12:00 p.m. Workshops
  • Controlling Microsoft Costs: Part 1 (4 hours)
  • The Art and Science of Effectively Managing Unexpected Supply/Demand Changes (3 hours)
  • Two-Day IT Finance Boot Camp: Part 1 (4 hours)

Monday 1:00-4:00 p.m. Workshops
  • Controlling Microsoft Costs: Part 2 (3 hours)
  • Coordinating Best Practices of IT Financial Management and Cost Optimization (3 hours)
  • Two-Day IT Finance Boot Camp: Part 2 (3 hours)

Tuesday 8:00 a.m.-12:00 p.m. Workshops
  • Getting a Grip on IT Budgeting (4 hours)
  • All of the Major Financial Disciplines of IT Financial Management: (4 hours)
  • Two-Day IT Finance Boot Camp: Part 3 (4 hours)

Tuesday 1:00-4:00 p.m. Workshops
  • An Architectural View of IT Financial Management: Part 2
  • Transparency for Accountability in Technology Contracts
  • Best Practices for Reducing and Managing IT Costs

Wednesday-Friday Conference

100+ sessions on six major IT financial management disciplines:

  • IT Financial Issues for Directors and Managers
  • IT Financial Planning, Budgeting and Reporting
  • IT Asset, Procurement, Contract and Expense Management
  • IT Financial Management Practitioner Experiences and Case Studies
  • IT Chargeback, Showback & Activity Based Mgmt.
  • ITIL Financial Management and Best Practices
  • IT Accounting for Expense Management


Programs and Fee Schedule

To register electronically Start here.

To register by mail, complete and mail the Conference Registration form available by download or at the front the brochure. Make your check out to “ITFMA” or “IT Financial Management Association.” All major credit cards are accepted.

To register by fax, send the registration form to (805) 687-7382 (no cover letter required).

To register by telephone, call (805) 687-7390.

The registration fee covers all workshops/conference sessions, presentation handout material, attendee list, full breakfast buffets, all day refreshments, lunch buffets, and dinner buffets. You may apply for ITFMA membership (January-December) with your registration for an additional $100.00.

Cancellations received after June 10 are subject to a $200 fee. Cancellations received after June 24 are charged 50% of the registration fee. Nonattendance without cancellation are subject to the full fee. Nonattendance without cancellation is subject to the full fee.

Group Fee Discounts

For group registrations submitted at the same time, group conference registration fee discounts are:

Group of 2: 10% discount
Group of 3: 15% discount
Group of 4 or more: 20% discount


Continuing Education

IT Financial Management Association 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This five-day program offers up to 34 hours of continuing education credit for CPA, CMA, ITFMA, CIA, CISA and other certifications. There are no prerequisites or advance preparation required for attending the conferences for continuing education credit. The program objectives are to learn best practices, cutting-edge procedures, experiences of your colleagues, and solutions to current issues. For more information regarding administrative policies such as complaint and refund, please contact ITFMA at (805) 687-7390.

Money Back Guarantee

If you find another four or five day program focused on these IT financial disciplines with more renowned speakers, breadth and depth of material, number of presentations, networking opportunities, and for the same reasonable registration fee in 2016, ITFMA will gladly refund your registration fee.

Win $2,000 in Cash Prizes

A new attraction was added at ITFMA conferences in 2014. It was so well received by the attendees and exhibitors, it will be offered at this conference too. There will be a drawing for ten (10) cash prizes of $100 to $500 totaling $2,000 for those who visit each of the fi ve (5) exhibitor tables at the conference and learn a little about their products and services that are so critical to IT fi nancial management. Not a bad way of picking up some loose change during the coffee breaks!

Win One of Six Free 2017 Conference Passes

As a reward to those who see the value of attending the outstanding sessions regularly scheduled on the last day of ITFMA conferences, there will be a drawing in the final session scheduled at 11:00 a.m. on Friday, July 15. The six (6) lucky winners will receive a free pass to attend the 2017 ITFMA program of their choice by having their 3-day conference registration fee waived – a value of $1,795. The pass is transferable to a colleague if the winner is not able to attend in 2017. Names will be collected and picked during the 11:00 a.m. Wrap Up session. Winners must be present to win.


Why This Program is Unique

  • The conference is held at the Mayfower Park Hotel
  • All sleeping rooms and meeting rooms have free high-speed Internet access
  • The only 5-day week-long conference that provides you a complete curriculum on best practices in asset and expense management, benchmarking, controllership, financial planning/budgeting/reporting, telecommunication financial management and performance management for IT organizations for businesses, government agencies and universities
  • Three tracks for the price of one and six half-day workshops each day for the price of one
  • Receive handouts for all concurrently held workshops, seminars and conferences held each day you are registered to attend
  • Speaker handouts of 700-1,100 pages are provided to you on a flash drive and the on-line ITFMA Conference Guidebook
  • Offers twice the value at half the price of comparable conferences
  • Money back guarantee that you will not find a comparable 3-5 day program on these IT financial disciplines with more renowned speakers, breadth and depth of material, number of presentations, networking opportunities, and for the same reasonable registration fee in 2015
  • 30-35% discount for early registration plus an additional 10-20% discount for groups of 2 or more
  • There will be six (6) lucky winners in the drawing for free passes to the ITFMA 2017 Conference of your choice
  • Over 100 sessions to choose from!
  • Six (6) pre-conference half-day workshops and three (3) full-day workshops
  • Over 1,000 pages of speaker handouts are provided to you on a 1GB flash drive and the on-line ITFMA Conference Guide-book. Use the ITFMA flash drive on your laptop for a close up view of the speaker presentation material in the various workshops and conference sessions. Those with mobile devices, such as smart phones and tablets, can download the ITFMA mobile guide to enhance your experience at the conference. You will be able to plan your day with a personalized conference schedule and browse the agenda, handouts, maps, attendee list and general information. The app is compatible with iPhones, iPads, iPod Touches and Android devices. Windows Phone 7 and Blackberry users can access the same information via our mobile site at Your Guide’s landing page URL is From the Guidebook application, tap “Download Guides”, then tap “Redeem Code”. For any problems, please contact Charlie Johnson ( at CNJohnson & Associates. He graciously brought this service to ITFMA.
  • Twenty (20) hours of peer networking during breakfasts, coffee breaks, lunches, and dinners
  • Wide assortment of sessions addressing:
    • IT Controllership and Financial Management for Directors and Managers
    • Tools, techniques and methodologies for IT Financial Planning, Budgeting and Reporting
    • IT Accounting Theory, Principles and Techniques for Expense Management and Control
    • Investment Analysis, Procurement and Contract Negotiation for Asset Management
    • IT Chargeback, Showback and Activity Based Management
    • ITIL Financial Management and Best Practices
    • IT Financial Management Practitioner Experiences and Case Studies
  • Largest gathering of your peers and leading authorities specializing in IT asset management, chargeback, contract negotiation, controllership, expense control, fi nancial planning/ budgeting/reporting, investment analysis and procurement for the business, government, and education communities with many sessions addressing best practices in IT fi nancial management disciplines and procedures
  • Unbeatable quality and variety of speakers and topics at a cost significantly less than alternative conferences
  • Latest concepts for financially managing the distributed, centralized and cloud IT environments
  • Ample opportunities for you to discuss current issues and to have your problems addressed by other practitioners in your field
  • Demonstration of leading-edge and popular software available for IT financial management
  • Earn credit in the only extensive IT financial management certification program at no charge with certificates in all 10 IT financial disciplines
  • Full breakfasts are served daily for you and your family. Conference breakfast sponsors include ComSci (leader in Automated IT Financial Management Solutions), EY (leader in Building a Better Working World), Nicus Software (leader in IT Financial Management Solutions) and ServiceNow (leader in Cloud-based Solution to Achieve Financial Transparency).
  • All full breakfasts and lunches are buffet-style to meet your own dietary requirements and appetite

About the Hotel

The historic Mayflower Park Hotel is a quaint, gorgeous hotel (only 169 rooms) and located in the heart of Seattle. It is the longest continuously operating hotel in the city. Built in 1927, the classic Mayflower Park Hotel has been lovingly restored with crystal chandeliers, loft ceilings, stained glass windows, gleaming brass and period antiques that offer an inviting European elegance to this historic Seattle hotel. There is complimentary Wi-Fi in all sleeping and meeting rooms. The fitness center offers state-of-the-art exercise equipment. New York Times voted the hotel as their “Where to Stay” choice in Seattle. Seattle Magazine voted it as “Seattle’s Best Getaway Hotel.” On Wednesday (4:30-5:30pm) there is a complimentary wine reception.

For complete information about the Mayflower Park Hotel, please go to 

The hotel’s Andaluca Restaurant and Bar is a nationally recognized culinary oasis. Its food and design have been a winning combination since 1996. Esquire Magazine selected it as one of the 20 best restaurants in America for a solo meal.’s ‘The Secret Diner’ voted it as having the “Best Main Course” and “Best Service.” The ambiance included mahogany millwork, hand painted murals and plush, and deep-toned fabrics. The restaurant serves fresh Northwest food influenced by the flavors of the Mediterranean.

The hotel’s Oliver’s Lounge, is Seattle’s most popular and elegant downtown bar with its crystal chandeliers, tall-paned windows looking out on the street scene, complimentary hors d’oeuvres (4:30-6:00pm), and the sounds of contemporary jazz. Fortune Magazine selected Oliver’s as “Best Place in Seattle to Have a Business Drink.” Seattle Martini Challenge declared them winner of “Seattle’s Best Classic Martini” – 8 years in a row!

The hotel is next door to Westlake Center, and on the top level of Westlake Center is the Monorail Terminal for transportation to the Seattle Center, the Space Needle & Experience Music Project. The Pike Place Market and Seattle’s waterfront are just a short five-minute walk away. There are plenty of restaurants and shops within walking distance of this hotel in the heart of downtown Seattle.



Hotel Airport Transportation


  • The Mayflower Park Hotel is right next door to the Sound Transit Light Rail system at Westlake Center. The Seattle Light Rail connection to and from SeaTac airport is approximately 40 minutes long with 11 Seattle area stops. The cost is $3.00 per person one way.
  • Shuttle Express provides on-call, 7-passenger vans, direct to the hotel. Courtesy phones are located in the baggage claim area. To the airport, catch a regular 30 minute Airporter pick-up/drop-off two blocks away at Warwick or Westin hotel. (Reservation is required for transport to airport.)
  • Gray Line of Seattle provides bus service from SeaTac to the Westin Hotel, just two blocks from the Mayflower Park Hotel.
  • Taxis.

Airlines and Hotel Checkout

The speakers and topics scheduled on Friday, the last day of the conference, are among the best at the conference and do not forget the Friday drawings for six (6) free passes to next year’s ITFMA conferences. Three additional sessions have been added to the regular Friday agenda to make staying Friday morning even more attractive. Hotel check-out is not until 12:00 noon. So make your return flight reservations for Friday afternoon or consider staying over Friday evening to enjoy some of the many Seattle attractions

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