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2007 LasVegasConferenceAgendaForITAssetMgt

 

THE WORLD OF

IT FINANCIAL MANAGEMENT

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

 

Conference Agenda

IT Asset Management Conference

 

 

Wednesday, June 27

Thursday, June 28

Friday, June 29

7:00 am Continental Breakfast Continental Breakfast Continental Breakfast
8:00-8:45 Team Work is the Key   Make the Case – Do the Cost-Benefit Analysis: Guess What? They Don't Know What You Want!    Manage Your Mobile and Wireless Spend: A How-to Guide for the Enterprise 
9:00-9:45 Vendor Management   Processing Platform Decisions: A Financial View   Managing Privileged Passwords for Easier Audits and Compliance  
10:00-10:45 The Licensing Decision   The Service Catalog and the CMDB: Working Together Toward Customer-Centric IT Financial Transparency   Is Your Company in Control of Your IT Assets and Software Licensing?  
11:00-11:45 Integrating IT Asset Management with Other Applications for Value   Global Sourcing Challenges Revisited   
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 Majority of Companies at Risk of Sarbanes-Oxley Non-Compliance Due to Inaccurate Assessment of IT Assets   Contract Compliance    
2:00-2:45 Open Systems/Network Chargeback Concepts   Determining IT Value and Costs for Better Decision Making    

3:00-3:45

Operational Accounting Analysis   Operating Leases: A Lessee Perspective    
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
IT Financial Management for CEOs, CIOs and Controllers Conference
Government IT Financial 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.

Team Work is the Key

Rebekah Krupski, Manager, Vendor Management, A.G. Edwards Technology Group and

Jeffrey Mays, Manager, IT Financial Planning, A.G. Edwards Technology Group
Vendor Management and IT Finance team up to manage IT's "Bottom Line".  In the current environment where outsourcing, "buy vs. build" and application hosting are more the norm than the exception, maintaining solid vendor relationships can be critical to your business and your firm's bottom line--especially if you are in it for the long-term. This presentation will highlight how Vendor Management and IT Finance have worked together to champion issues related to vendor service level agreements, invoice processing/payment issues and the overall vendor relationship. Vendor scorecards, dashboards and invoicing metrics and how they help support and enhance IT's relationships with its vendors are just a few topics that will be discussed.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Vendor Management

Samuel Barton, Senior Contracts Manager

Toyota Motor Sales, U.S.A., Inc.

Tired of worrying about your vendor’s performance, assuming their risk, contractual disagreements, and having products and services that do NOT measure up to standards. Then learn how to control your vendor while ensuring that "you get what you paid for.” This presentation addresses these key issues:

• Knowing, understanding and evaluating your vendors

• Developing and effectively using key control documentation (SOR, SLA, SOW)

• Understanding what is a "manageable and enforceable” contract

• Having vendors assume the risk of their non-performance

• Building and implementing vendor management teams

• Developing beneficial operational standards and procedures

• Developing and implementing an effective vendor management system

This presentation will provide the necessary processes and techniques to ensure vendor performance.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

The Licensing Decision

Jeffery Gordon, Senior Contracts Professional

Blue Cross/Blue Shield of North Carolina

This session will be on the ins and outs of determining how you decide to sell your product.  Leasing, licensing and the new kid on the block, "software as a service", are all distinct and offer different benefits and challenges to making the most out of your assets.  The resulting decision, therefore, is a factor in any company's survival.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Integrating IT Asset Management with Other Applications for Value

Paula Ausano, Managing Partner, Paularry Partners and

Larry Graham, Managing Partner, Paularry Partners

Asset management and configuration management database (CMDB) are both worth the effort when they can interact with other applications to produce the timely delivery of decision-making data with the click of a mouse. This session will discuss opportunities for such interactions and the results that they are producing in companies worldwide for cost management and savings.

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

RETURN TO TOP

 

12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

 

1:00-1:45 p.m.

Majority of Companies at Risk of Sarbanes-Oxley Non-Compliance Due to Inaccurate Assessment of IT Assets
Lori Sechio, Founder and Chief Executive Officer
TekMethods
The speaker conducted a study of IT asset management (ITAM) programs which revealed that 95 percent of companies had inaccurate information on the number and configuration of their IT assets – a discrepancy that would have put these firms at risk of Sarbanes-Oxley non-compliance had they not proactively implemented a focused ITAM effort. The research findings also showed that for many enterprises which do have inventories of technology assets, the data is out of date, resulting in inaccurate financial and tax statements. This presentation will discuss how enterprises can track IT assets that need to be accounted for in Sarbanes-Oxley, HIPAA, and other compliance regulations. The session will explain how ITAM can mitigate risks associated with non-compliance (financial, personal, reputation) so organizations can avoid fines, penalties and lawsuits as well as ensure the accuracy of tax statements and financial documents.

RETURN TO OVERVIEW 

 

2:00-2:45 p.m.

Open Systems/Network Chargeback Concepts

Barry Pizor, Associate Director, IT Finance

American General

The session shows how we analyze our network, server and desktop infrastructure, set our chargeback rates, and communicate with the business unit customer regarding their IT budgets and charges. It covers:

• Assigning expenditures into relevant chargeback cost pools, establishing capital budgets, and rate setting activities

• How we balance the issue of "fair" vs "equal" chargeback options based on cost containment objectives

• Helping customers understand their IT charges and focus on the controllable aspects of their charges

• Relationship between chargeback and asset/configuration management

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Operational Accounting Analysis

Douglas Bleyaert, Manager, IT Asset Management

La-Z-Boy, Inc.

IT cost can be broken down into operational, project and asset costs which over time allows you to see the impact of completed projects turning into operational costs and disposed applications/assets reducing operational costs. This will enable IT Financial Management to project costs out past the current year into the future and allow for different scenarios to be forecasted.  Requirements for producing these reports will be defined from a project management, financial management and asset management perspective.

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

RETURN TO TOP

 

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.

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Thursday, June 28

7:00-8:00 a.m.

Continental Breakfast

 

8:00-8:45 a.m.

Make the Case – Do the Cost-Benefit Analysis: Guess What? They Don't Know What You Want!

Cliff Earl, President

Resource Management Systems, Inc.

Organizations in all sectors are implementing governance processes that hold information technology to the same standards as other proposed investments. That's a good thing. The IT-Business Case and Cost-Benefit Analysis are key tools for decision support in many sound processes. The difficulty is, few IT pros (and more business analysts than you imagine) really understand what these two tools are, how they are used, or what goes in them. This session will help you explain these two tools to the IT pros in your organization in a language they will understand.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Processing Platform Decisions: A Financial View

Jeff Lockenvitz, I.S. Controller

United Parcel Service

The number of processing platform technologies available for enterprise applications has increased significantly in recent years. Linux, virtualization and grid are offering potential price performance and other advantages while the tried and true mainframe is offering lower cost zIIP and zAAP environments. Making the right platform decision in the early stages of application development can obviously result in major cost advantages. But knowing when to invest in migrating existing applications to new platforms can be equally important. This session will explore how to evaluate the various components of TCO that are important to processing platform decisions and how the many different ways of looking at these costs can lead to different decisions on the same project.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

The Service Catalog and the CMDB: Working Together Toward Customer-Centric IT Financial Transparency

Boris Pevzner, President and CEO

Lontra, Inc.   

This session will explore the benefits of developing and deploying an IT Service Catalog in conjunction with the CMDB (within the ITIL framework) to enable service-based costing and demand management. We will review case-study experiences from several Fortune 500 IT organizations in IT cost tracking and financial reporting, and discuss how you can leverage existing CMDB, asset management, and Financial Management toolsets to elevate your Service Catalog efforts and drive to customer-centric financial transparency, demand management, and capacity planning.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Global Sourcing Challenges Revisited
Jon Maxim, President

Maxelerate Systems Ltd.
Experiences with global suppliers vary widely. Some are well organized to deliver products, services and support. Others are global wannabes who may work hard at trying to be global but do not have sufficient experience or organization to handle global supply challenges. It is common to run into situations where the price that is charged to a global client in different countries varies widely. The price differences have no rhyme or reason even when you take into account different tariffs, taxes, exchange rates, transportation costs, etc. Dealing with a supplier in one country does not mean goods will be manufactured and shipped from that country. This will lead to a large number of factors to be considered before making the sourcing decision. This session will examine the solution to these issues as well as international legal and logistical issues.

RETURN TO OVERVIEW

 RETURN TO TOP

 

12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

1:00-1:45 p.m.

Contract Compliance

Samuel Barton, Senior Contracts Manager

Toyota Motor Sales, U.S.A., Inc.

High performing companies have known for a long time that ensuring contract compliance is essential to improving performance, reducing costs and getting products and services that meet your standards. Learn how to manage your contract while ensuring that "you get what you paid for”. This presentation addresses the key issues of:

• Knowing and understanding your contract

• Gathering and processing data

• Key documentation requirements

• Developing and implementing an effective contract compliance process

• Managing the contract

• Interfacing Contract Management software to an effective process

• Understanding risk and how to protect yourself

This presentation will provide the necessary processes and techniques to build an effective contract management system while learning how to utilize Contract Management software to reduce your workload and ensure reasonable contract performance.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

Determining IT Value and Costs for Better Decision Making

Robert Howard, Senior Director

Miami University

Too many times organizations are forced to make decisions for planning IT projects without the necessary data. This causes the projects to languish and forces the organization into hero mode. Hero mode occurs when one or more top performers work to the point of burn out because inadequate resources were provisioned to address the real workflow. Gathering appropriate data before undertaking a decision making process provides a better understanding of resource deployment; however, the key is for post project analysis to better attenuate the data gathering methods and metrics for the next project. This session will present several case studies of how to measure key components for decision making which involves all levels of the organization. The outcome is data that drives decisions and creates buy in at all levels. Any organization facing tough decisions with limited resources would benefit from this session.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Operating Leases: A Lessee Perspective

Alexander Skouloudis, Leasing Manager

Aetna, Inc.

Operating leases are a significant component of the leasing industry in developed lease economies (U.S., Canada, Western Europe, Australia). They also represent an important part of the future development that is currently taking place and will continue to take place in emerging lease economies such as the countries in the Asian Pacific, Central, Eastern European & Latin American Regions. This session will provide insight into the varied definitions of the product, its evolution and its unique benefits and risks.  It will explain how the important benefits that operating leases provide, such as off balance sheet financing, natural obsolescence hedge, enhanced ROAs and others, if properly used, can significantly contribute to the corporate bottom line.

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

RETURN TO TOP

 

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.

RETURN TO OVERVIEW

 

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.

 

RETURN TO OVERVIEW

 

RETURN TO TOP

 

 

Friday, June 29

7:00-8:00 a.m.

Continental Breakfast

 

8:00-8:45 a.m.

Manage Your Mobile and Wireless Spend: A How-to Guide for the Enterprise

Gary Zimmerman, Director, Product Marketing

Avotus Corporation

While the use of mobile and wireless devices has quickly evolved into a vital part of an enterprise's communications environment (alongside voice and data networks), most enterprises do not optimize or effectively manage their mobile and wireless communications. The decentralization of mobile device purchases, combined with the extensive use of increasingly intelligent mobile and wireless devices in today's workforce, make taking control over this problem more of a challenge. For years, many companies have chosen to simply ignore the problem. However, as the use and costs of mobile and wireless devices increase and enterprises become more reliant on their mobile data infrastructures, it is time to start taking charge. This session lays out the steps for gaining control over your wireless environment.

RETURN TO OVERVIEW 

 

9:00-9:45 a.m.

Managing Privileged Passwords for Easier Audits and Compliance   
Nir Gertner, CTO

Cyber-Ark Technologies
One of today’s biggest IT headaches within financial services organizations is managing privileged passwords, which include, but are not limited to, generic accounts such as Administrator on Wintel platforms, Root on UNIX systems, Cisco Enable, DBA passwords, and hard-coded passwords found in application scripts throughout an enterprise. The security of these passwords has been overlooked, yet the majority of a financial services organization’s passwords are included in this category. For this reason, privileged accounts are under increasing scrutiny by internal and external auditors, and the inability to safeguard the use of administrative or privileged passwords is becoming one of the key reasons that many organizations fail compliance audits. How can financial services organizations get privileged passwords under control fast? During this presentation, attendees will learn the following:

• How the risk of internal data misuse can be significantly mitigated by implementing policies and technologies which demand special treatment for privileged passwords

• How privileged password management can better meet security policy compliance regulations such as SOX Section 404

• Six steps for managing privileged password management and real-world examples of how organizations have successfully tackled the security threat of privileged accounts.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Is Your Company in Control of Your IT Assets and Software Licensing?

Michael Florax, Managing Director                                                                                                           

Foxtail Solutions                                                                                                       

Maintaining control over IT assets and licensing in your organization is critical to ensure proper depreciation reporting, tax liabilities, invoice and payment validation, while enforcing proper controls and remaining SOX compliant. This session will discuss a real life challenge and show you a solution that can manage the entire IT asset life cycle for all your network elements in your organization and create a visualization of your entire IT portfolio in real-time.

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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: