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2007 LasVegasConferenceAgendaForCEO

 

THE WORLD OF

IT FINANCIAL MANAGEMENT

Conferences, Workshops and Seminars
June 25-29, 2007
Mirage Hotel & Casino • Las Vegas, NV

 

Conference Agenda

IT Financial Management for CEOs,

CIOs and Controllers Conference

 

 

Wednesday, June 27

Thursday, June 28

Friday, June 29

7:00 am Continental Breakfast Continental Breakfast Continental Breakfast
8:00-8:45 Strategies for Achieving Both Local and Global IT Financial Success When CIO Means Chief Innovation Officer Real Life Outsourcing
9:00-9:45 Step Out from Behind the Numbers:  A Learning Lab for Change Leaders New Transfer Pricing Regulations: What They Mean to Multinationals' IT Organizations Transformation of Integrated Planning at Staples
10:00-10:45 Improving Profitability Through Better Data Providing Value to Your Organization – Numbers are Only Half the Story Strategic Cost Management for an Enterprise
11:00-11:45 Frameworks, Standards, Governance and Compliance Impact of Virtualization on IT Financial Management  
11:50-12:50 Book Signing by Conference Speakers    
     
12:00-12:45

Buffet Lunch
(Not available to family/guests)

Buffet Lunch
(Not available to family/guests)
1:00-1:45 Virtualization, Chargeback and You "True Grit" - What is It, How to Get It and How to Use It?  
2:00-2:45 Enterprise IT Project Governance The Cost of Sarbanes-Oxley Compliance for IT  

3:00-3:45

IT Finance Governance: Service Ownership 101 IT Financial Management Governance: Who Should Be in the Room and Why  
4:00-4:45 IBM Product Demonstration Lontra's Service Catalog Solution: The Foundation for Lasting Business Optimization Demonstration  
  Innovation In IT Financial Management : Leveraging A System of Record To Gain Improved  Visibility, Better Decisions And More Business Value Project Accounting and Resource Management Software Tools Demonstration  
5:00-7:00 IBM Reception Lontra, Inc. Reception
WSG Reception

Other Las Vegas program agendas:

Seminars and Workshops
Government IT Financial Management Conference
IT Asset Management Conference
IT Performance Management and Benchmarking Conference

 

Wednesday, June 27

7:00-8:00 a.m.

Conference Registration and

Continental Breakfast

 

8:00-8:45 a.m.

Strategies for Achieving Both Local and Global IT Financial Success

Russ Finney, Vice President and CIO

Tokyo Electron US Holdings

As companies continue to expand their business offices, sales, manufacturing, and corporate operations into multiple countries and cultures, it becomes even more challenging to align global IT operations with "on the ground” financial realities. This presentation highlights strategies which can be utilized to analyze existing growth plans, examine current IT projects, consider optimized organizational approaches, retool toward a results oriented accounting approach, and rethink IT oversight and management.

The end result is a better optimized global IT technical and business foundation. 

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Step Out from Behind the Numbers:  A Learning Lab for Change Leaders

Theresa Moulton, CEO

Performance Change Initiatives, Inc.

Don’t let the realities of organizational change prevent you from achieving bottom line results. Increasingly, C-suite executives are tasked with driving all aspects of change from organizational restructuring to implementing new technologies.  In this highly interactive session, this session will offer practical solutions for addressing leadership and management development challenges, resolving unproductive organizational situations, and avoiding change leadership oversights. Work with your peers to discuss and debate the best solutions for your organization. Bring your questions and concerns and leave with practical insights. Specifically, senior executives will learn:

• Future requirements and practices of the new change leader

• Why change leadership is changing and how it impacts initiative success

• Key skills of multidimensional change leaders and how to become one

• Fatal flaws of ineffective leadership teams and how to improve them

• How to develop leadership talent for leading high stakes initiatives

• Why 40% of process, technology, and organizational change initiatives fail

• How to mitigate resistance to change and build momentum for working in new ways

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Improving Profitability Through Better Data 

Ben DiSylvester, Chairman

Robert E. Nolan Company

Studies show that overall profitability in financial organizations is greatly influenced by top quartile performance in only a few key areas. The key is identifying which areas will yield the best results. This presentation, based on years of gathering, analyzing and reporting benchmarking data for financial institutions, will show how financial institutions of $1 billion in assets or more can move their organization’s overall performance into the top quartile by improving performance in just a few key areas, including Information Technology.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Frameworks, Standards, Governance and Compliance

Robert Stroud, IT Service Management Evangelist

Computer Associates, Inc.

It is amazing how many combinations of the alphabet have become important in today's IT environment. There is ITIL, ISO 20000, CMMI, Six Sigma, COBIT, SOX and ISO 17799. This session aims to sort out all of the questions and confusion surrounding these acronyms, explains each one briefly, demonstrates how they relate, and clarifies the difference between a model, a framework, and a standard. It will also demonstrate the need for IT governance and the absolute requirements for IT compliance. If you ever have been confused or at a loss for words when confronted with an innocent question concerning these models, this is the session for you.

RETURN TO OVERVIEW

 

11:50-12:50 p.m.

Book Signing by Conference Speakers

All are invited to meet those conference speakers who are leading experts in their respective fields and have recently published a book vital to the financial management of IT organizations. If you did not order their books prior to the conference, here is a chance to purchase copies of their books and have them signed by the authors. What great additions to your library and your company's library. They make great gifts for colleagues and friends too.                  View Books and Authors

RETURN TO OVERVIEW

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12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

1:00-1:45 p.m.

Virtualization, Chargeback and You…    

Gary Pereyo, Senior Consultant

IBM Corporation

Virtualization seems to be the next big concept of the 21st century. Google the word virtualization and you will get almost twenty-five million hits! Every day more and more companies are converting to virtualized environments. Before you are tasked with implementing virtualization, you may want answers to the following questions… What is virtualization? Where did it come from? Why should you embrace virtualization? Is it possible to still perform chargeback in a virtualized environment? This session will discuss these important issues and more.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

Enterprise IT Project Governance

Colleen Clark, Zurich North America IT Controller

Zurich North America

All too frequently CIOs and IT Controllers are faced with the responsibility to "self-govern" their discretionary project efforts. Without business interaction in the IT project governance lifecycle, an organization can experience lack of business ownership of IT project delivery and results, misalignment of IT initiatives and corporate strategic direction, increased project risk, decreased value of IT investment, and IT cost and resource pressures. This session will offer ideas, current practices, and lessons learned to help CIOs and IT Controllers begin to overcome potential negative outcomes of self-governance and establish Enterprise IT Project Governance within their own organizations.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

IT Finance Governance: Service Ownership 101

Norman Dee, Senior Consultant

The CMX Group, Inc.

As technology has become more specialized in its functions and driven to run more like a business, IT services and their management are now looked upon as being independent, modular, and replaceable P&L centers within the IT organization. These services are reviewed, evaluated, and often compared to outsourced and offshore alternatives. This session will explore the basics of service ownership within an IT organization and provide a roadmap for successful governance. Topics will include:

• What service ownership is and its roles and responsibilities

• How service ownership has evolved over the years

• Service ownership’s key process integration points with the ITIL processes

• Building an IT service from scratch or from within a legacy organization

• Service ownership for outsourced services – is there a difference?

• Does size of the organization or service matter?

• When there are services for other services

• Metrics and KPIs for determining success of service ownership

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

IBM Product Demonstration

Speaker and topic to be determined.

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

Innovation In IT Financial Management : Leveraging A System of Record To Gain Improved  Visibility, Better Decisions And More Business Value

John Chambers, Principal
ITM Software

ITM Software has developed the first comprehensive IT financial management solution built specifically for the CIO and IT Finance team.  In this session, John Chambers will review the ITM Business Suite and discuss how companies are leveraging this system of record for IT to improve the speed and fidelity of IT financial planning and analysis and better translate IT costs into business benefits.

RETURN TO OVERVIEW

 

 

5:00-7:00 p.m.

IBM Reception

Unwind after a day of classes with good conversation, good food and good spirits at the IBM hospitality suite. Relax, enjoy yourself and (if you feel so inclined) learn about the IBM Tivoli system for Chargeback & Resource Accounting. Whether you just want to relax, talk shop or network with other IBM Tivoli Customers and prospects, be sure to stop by.

RETURN TO OVERVIEW

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Thursday, June 28

7:00-8:00 a.m.

Continental Breakfast

 

8:00-8:45 a.m.

When CIO Means Chief Innovation Officer

Jerry Bartlett, CIO

TD Ameritrade

Many believe that companies must innovate or die and that innovation plays a significant role in every firm's success. So the question is, what is innovation? How do you foster innovation and what is the CIO's role in innovation? Learn from Jerry Bartlett, Senior Vice President and Chief Information Officer at TD Ameritrade what he is doing to address these pressing questions in his organization.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

New Transfer Pricing Regulations: What They Mean to Multinationals' IT Organizations     

Rachael Methal, Vice President, MetLife Inc. and

Sid Finehirsh, President, The CMX Group Inc.

In September 2006, the IRS and Glaxo-SmithKline Holdings, Inc. settled the largest tax dispute in the history of the IRS - $3.4B.   This dispute has sent a loud wake-up call to multi-national companies in which goods or services are developed, provided and/or supported by one country to another. Transfer pricing refers to all aspects of global inter-company pricing arrangements between related business entities, for example, services, goods, intellectual property, loans and other financing transactions. Cross border transactions are growing rapidly and becoming more complex. The U.S. and many other countries have instituted numerous complex and sometimes competing regulations in order to protect tax revenue on goods and services supplied by their nation to another. This session will address the implications of the new transfer pricing regulations on IT Service Level Management and pricing and suggest some approaches for addressing them.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Providing Value to Your Organization – Numbers are Only Half the Story
William Cornfield, President

WSG Systems Corporation
One of the biggest challenges faced by financial professionals today is providing value to their organization. While the CIO and the CFO may not contribute directly to the top line, they can have an enormous effect on the bottom line. Challenged or failed IT projects can easily ruin a good financial picture, and the project numbers may only be part of the story. This session will provide valuable insights for financial professionals when faced with IT project challenges.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Impact of Virtualization on IT Financial Management

Sidney Finehirsh, President, CMX Group (chairman), Jesus Grana, Marketing Program Director, IBM Virtualization Solutions, David Kaufman, CEO, ISaccountable, Mike Matchett, Director, Akorri, and Ron Minaglia, Vice President, Evident Software. Virtualization of servers and storage is shaping up to be "the Next Big Thing” in the world of IT Infrastructure. This technology promises to fundamentally change the economics of service delivery for corporate and governmental data centers and challenge the cost models and chargeback architectures that are now in place. The promise is to radically lower the unit cost of service delivery by driving up the utilization of servers and storage through application sharing. Already single physical servers in many data centers are executing 50 or more virtual servers and thus sharing previously low utilized resources that had been dedicated to specific applications or user departments. How ready are vendors to respond to the challenge of identifying, measuring, and costing in the new matrix of this virtualized world? This panel discussion will allow vendors and IT financial management professionals to explore this question.

RETURN TO OVERVIEW

 

12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

1:00-1:45 p.m.

"True Grit" - What is It, How to Get It and How to Use It?

Ricky Churchman, Business Operations Senior Manager

Lockheed Martin Information Technology
In today's IT financial arena there is no time for the weak or timid. Time to act is now and having the "True Grit" to make a decisive and confident decision is paramount. We will take a look at some of the real heroes that exemplify "True Grit" and how that attitude and behavior can be adapted to the business world of today.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

The Cost of Sarbanes-Oxley Compliance for IT         

Mary Becquet, IT Controller

Sony Pictures Entertainment

The Sarbanes–Oxley Act of 2002 (known as the Public Company Accounting Reform and Investor Protection Act of 2002 and commonly called SOX), requires public companies to evaluate and disclose the effectiveness of their internal controls over financial reporting, and that independent auditors for such companies "attest" (i.e., agree or not) to their disclosures. Financial reporting for most companies affected by the Act is highly automated and performed by complex financial systems. Specific internal controls of the IT systems themselves, including but not limited to the methods of handling development, change control, operations and logical security, must be examined by both management and external auditors as part of the process. The requirements of compliance with the Act have had a direct effect on IT budgets across the United States. Sony Pictures Entertainment’s first year of attestation for SOX was the fiscal year ended 3/3/07. The presentation will examine the cost drivers of first-year attestation, specific to only those costs borne by the IT Function, and look at ways to reduce those costs in subsequent years. This information will be valuable for smaller companies currently undergoing their first year of attestation. Looking to the future, SPE IT has created a roadmap to ensure that developers of custom financial systems "build in” internal controls. We have also created a framework to incorporate Segregation of Duties (SOD) controls into systems and to maintain appropriate SOD as a strong internal control, working closely with our partners in the business. Estimated efficiencies to be found in this approach, and their related costs as compared to Year 1, will conclude the presentation.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

IT Financial Management Governance: Who Should Be in the Room and Why...

Page Hite, Manager

IBM Tivoli Software

If this is your first time at the dance for IT Financial Management (or even your second or third), you will have quickly realized this is a high visibility effort that is difficult or even impossible to accomplish without assistance or at least buy-in from many parties within the enterprise. Let's take a look at these possible players, how much input or influence they should have, and how to keep them from calling the tunes instead of you.

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

Lontra's Service Catalog Solution: The Foundation for Lasting Business Optimization Demonstration

Boris Pevzner, President and CEO

Lontra, Inc.

Lontra's Service Catalog experts will guide you through the lifecycle of a Service Catalog, from modeling and publishing, to employee self service and request management, and all the way through forecasting, reporting, and IT financial management. Learn how to implement a Service Catalog at your organization by incorporating industry best practices for Service Catalog design, service lifecycle management, and key performance indicators (KPIs) of service delivery. Examples and case studies from several Global 1000 IT organizations will be provided.

RETURN TO OVERVIEW

 

Project Accounting and Resource Management Software Tools Demonstration

William Cornfield, President

WSG Systems Corporation

WSG, Inc. will be demonstrating its family of project accounting and resource management software products – Empire TIME and Empire RESOURCE. Empire TIME provides for complex financial requirements, such as multi-currency accounting, chargeback processing, accounts receivable, and earned value analysis based upon true rate schedules. Empire RESOURCE software offers a solution for managing staff commitments, schedules, and planning. In addition, Empire RESOURCE helps to identify available resources based upon skill set requirements and a host of additional user defined parameters.

RETURN TO OVERVIEW

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5:00-7:00 p.m.

Lontra, Inc. Reception

Join us for food, drink and jibber-jabber at Lontra's Annual Otter Soiree. Relax, have some laughs, and join Lontra's team of Service Catalog Experts as we give away some otterrific prizes.

 

WSG Systems Reception

Please join WSG, Inc. in our hospitality suite. This will be an opportunity for you to meet informally with your fellow conference attendees. The WSG hospitality suite at previous ITFMA conferences has proven to be an enjoyable opportunity to make useful business contacts, obtain answers to some of those lingering project accounting questions, and enjoy great food and drink. Members of our staff will be available to answer any questions you might have regarding our products and services in a casual atmosphere.

 

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Friday, June 29

7:00-8:00 a.m.

Continental Breakfast

 

8:00-8:45 a.m.

Real Life Outsourcing

Todd Hall, Director

U.B.S. Investment Bank

This session will cover the speaker's experiences hiring a new processing team in Hyderabad, India. He will cover the initial decision making process, the hiring process, his visits to India to meet the team as well as the final results of the project. The intent of the presentation is to give you the facts related to off-shoring a function or process to India as well as dispel some of the myths.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Transformation of Integrated Planning at Staples

Kuntal Gandhi, Manager, Office of the CIO

Staples, Inc.

This session will discuss the transformation of our strategic and financial planning system and will cover:

• Long term strategic planning by IT domain

• Introduction of "Run-Grow-Transform” framework to better manage and communicate IT spend

   - How much IT spends to run the business

   - How much IT spends to grow the business

   - How much IT spend to transform the business

• Introduction of activity based allocation as a pre-cursor to chargeback

• Introduction of project prioritization models that evaluate risk, return and strategic alignment

• Overview of the end-to-end planning process

   - Submission by each IT domain in the framework above

   - Prioritization of projects requesting capital investment

   - Project level and resource level planning based on projects funded for the first round

   - Second and final iteration that includes updated capital expenditures and corresponding P&L expenses.

• Integration points include procurement and contract management

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Strategic Cost Management for an Enterprise  

Ashok Vadgama, President

CAM-I CMS

Every organization is challenged with a need to reduce or contain costs and increase value in the products and services delivered. While there are many improvement initiatives available to help managers improve their operations, these efforts and the information systems that support them must be integrated across functional, process and organizational boundaries. The speaker will discuss a framework for this integration and illustrates the relationships that should guide the development of management strategies.

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Calendar

6/26/2017 » 6/30/2017
2017 Financial World of Information Technology, Austin, TX

8/7/2017 » 8/11/2017
2017 World of IT Financial Management, New Orleans, LA

Sponsors & Exhibitors: