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2012SanFranciscoConferenceAgendaITFinancialManagementByPractitioners

 

Thursday, April 19

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

IT Financial Management Industry Best Practices Panel Discussion
Jim Baxley, IT Finance Manager, First Citizens Bank
Chuck Cicora, Manager, Progressive Insurance
Rob Singleton, IT Finance Manager, Energy Future Holdings
Lisa Stalter, IT Planning & Governance Manager, Cox Enterprises, Inc.

Join us as four IT Financial Management practitioners host an interactive panel discussing their roles and how their companies handle the financial side of IT. This panel features participants from Cox Communications, Energy Future Holdings, First Citizens Bank, and Progressive Insurance. This will be a very interactive panel where you will have the opportunity to ask questions on a wide variety of topics for 90 minutes. These are just some of the topics that will be covered:

  • • Forecasting and budgeting – How it is done, measured, and used
  • • Cost allocation and chargeback – Do we do it? Why and how?
  • • Financial systems and tools – What is used? What is liked and disliked?
  • • ITIL adaptation – Has our company adopted ITIL? Is service based costing used? • Governance – How is project approval handled? Does IT governance exist?
  • • Constraints – Financial, political, and operational constraints. What exists?
  • • IT Finance – Does the function reside within IT or Corporate Finance?
  • • Initiatives – Are there future changes for IT Finance? What are they and how will they help?

This is your chance to come and discuss any IT finance topic with a wide array of experts. This panel will be held over two back-to-back 45-minute sessions to ensure there is enough time to address all questions.

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9:00-9:45 a.m.

IT Financial Management Industry Best Practices Panel Discussion (continued)
Jim Baxley, IT Finance Manager, First Citizens Bank
Chuck Cicora, Manager, Progressive Insurance
Rob Singleton, IT Finance Manager, Energy Future Holdings
Lisa Stalter, IT Planning & Governance Manager, Cox Enterprises, Inc.

 

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10:00-10:45 a.m.

Service Costing and Market-based Budgeting
Doug Volesky, Chief Financial Officer
State of Montana - DOA

Montana’s State IT Services Division (SITSD) implemented service costing and market-base budgeting in 2007. Now in its third iteration, the process is recognized Statewide as a success and model for other organizations. As we reflect on what we did and where we are, the investment was extremely worthwhile. This case study will describe the benefits we’ve realized – to the State, to the SITSD, to the leadership team, and to IT Finance.

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11:00-11:45 p.m.

How Far Do You Go in Costing the TCO of Applications
Darryl Murphy, Senior Analyst, IT Business Management
Export Development Canada

The total cost of ownership (TCO) of an application can be difficult to define. Costing of an application combines management accounting techniques with application and infrastructure lifecycle management. Costing the TCO of applications can also translate into show back/chargeback IT models, which raises the question of how far do you go in terms of scope and materiality. This presentation will review a framework and case study for costing and evaluating application TCO and talk about some of the pitfalls that are encountered.

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12:00-12:50 p.m.

Buffet Lunch - Not available to family/guests


1:00-1:45 p.m.

Contract Compliance and Recovery
Todd Hall, Director
U.B.S. Investment Bank

At UBS we have set up a new group entitled Contract Compliance and Recovery. The main function is to complete a systematic thorough check of invoices against signed contracts to ensure we are receiving everything agreed in the contracts. This includes annual volume discounts, SLA credits, actual agreed rates and any and all unapplied credits. We are currently operating this function across all areas of the organization including IT. The vast majority of the savings comes from the Network space but there is money to be found in other IT areas as well. This session will discuss the process we use, real life examples, when to use external audit firms, who to use, and when to do it yourself internally. Some of the rates that we have been able to obtain from audit firms will be discusses, as well as, volume discounts, unapplied credits, unclaimed property, telecom expense management, software audits, and asset disposal.

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2:00-2:45 p.m.

A Global Mobile Device Policy: A Journey of Best Practices
Cory Schlags, Lead IT Supply Chain Analyst
Air Products and Chemicals, Inc.

For a company to design an effective mobile device policy, it must successfully balance several, potentially competing interests. These include: 1) enabling the proper mobile functionality for its business units, 2) incorporating the financial goals of the corporation, 3) including security safeguards for company data, and 4) considering the diverse list of "wants” among its end users. Multi-national companies face additional challenges in developing policies that account for cultural differences among regions.

In this presentation, the speaker will take you on a journey that starts with the motivation for Air Products’ Global IT Organization to update its existing, regional mobile policies, and ends with the implementation of a single, global mobile standard. You will also hear about the business case that drove this endeavor. Our due diligence efforts will then be described, in which we incorporated industry best practices into the policy’s underlying principles. The components of the policy will be explained next, as well as the process we employed to get it ratified within our enterprise. Finally, critical success factors for this effort, as well as our implementation experience, will be presented.

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3:00-3:45 p.m.

Measuring Business Value of IT Using Financial KPIs
Krishna Banda, IT Assistant Vice President
Horace Mann Insurance Company

This presentation will discuss what are the different kinds of Key Performance Indicators (KPIs) that successful IT managers and IT financial professionals measure. The presentation will provide you with a frame- work for developing your own KPIs.

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4:00-4:45 p.m.

IT Financial Management Best Practices with VMware IT Business Management Software Demonstration
Blair DeSio, Senior Sales Engineer
VMware

In this session we’ll talk about how automating reporting and processes with commercially available tools, like those available from VMware, dramatically increase the value of IT Financial Management (ITFM). This session will include:

  • • Introduction to how ITFM tools work – data gathering, reporting, and process automation
  • • How to get started, and how long it really takes
  • • Live demonstration of the VMware IT Business Management product including modeling, computation, "what-if”, and analysis
  • • Best practices for getting more from an ITFM implementation

We will also include real-life examples of how our customers are using our solutions to solve their ITFM challenges.

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5:00-7:00 p.m.

VMware - IT Business Management Reception

VMware invites you to join us for some delicious food, refreshing drinks, and informal conversations in a relaxing atmosphere. This will be an enjoyable opportunity for you to network with other conference attendees and (if you feel so inclined) learn about VMware’s IT Business Management Solution.

www.vmware.com

VMware, a leader in IT Cost Management and Visibility solutions


 

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Friday, April 20

7:00-8:00 a.m.

Full Breakfast Buffet
 

8:00-8:45 a.m.

IT Service Transformation
Lisa Stalter, Director, IT Planning and Governance
Cox Enterprises, Inc.

From budgeting to chargeback, IT organizations are being challenged to transform their traditional technology asset driven financial practices to a service-oriented model. All IT stakeholders must be on board with the transformation and IT Finance can be a key change leader. This presentation will illustrate the organizational change required to have a successful transformation and how IT Finance can help lead the organization down this road.

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9:00-9:45 a.m.

IT Infrastructure Pricing
Dwight Schlenker, Associate Director of IT Business Planning
United Health Group – Optum Insight

The last decade has seen the continuation of two significant IT trends. 1) Companies have moved towards housing IT infrastructure (servers, storage, databases, etc.) in hardened data centers managed by central IT groups, and 2) That same infrastructure has transitioned from primarily being an administrative expense to a new, more prominent role inside the cost buildup of actual business products. Whether it’s used for e-commerce systems, by companies that trade in information products, or for a more substantial leveraging of IT to gain competitive advantages, infrastructure has become one of the larger more noticeable numbers in cost analyses for a wide host of products and services. Many IT infrastructure chargeback systems were originally designed mostly to accomplish "pie slicing” of central IT costs across various business divisions. They were never built to a level of accuracy that could be useful for the analysis of individual business products or projects. The promise of more advanced infrastructure chargeback pricing models is that they can be used not just to allocate total cost across divisions, but also be employed to:

  • • Analyze individual business products for tactical investment planning
  • • Compare internal IT costs to alternative external providers, or
  • • Plot future demand for IT-related capital or personnel

However, deploying these more advanced models or tools requires significant investments in time, cost, and process re-alignment. This session will discuss how to design IT infrastructure chargeback models in light of these more ambitious goals: principles or best practices that should be used to help insure the resulting information is actually capable of supporting better decision-making and positively transforming the behavior of both business consumers and (internal) IT providers. Drawing on my experience designing IT infrastructure costing/pricing systems for several different Fortune 500 corporations and their divisions, the speaker will cover a variety of pitfalls, recommendations, and things-to-consider in putting together the next generation of your pricing models.

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10:00-10:45 a.m.

The Financial Focus of the IT Capability Maturity Framework
Michael Harris, CEO
David Consulting Group

The Innovation Value Institute is a consortium of organizations collaborating to create the global standard to realize the business value from IT investments. They have developed the IT Capability Maturity Framework (IT-CMF) and a significant database of practitioners has been built for benchmarking companies against each other. The IT-CMF consists of 33 Critical Capabilities grouped into four Macro-capabilities: managing IT like a business; managing the IT budget; managing the IT capability; and managing IT for business value. This presentation will focus on describing the current status and likely future developments of the financial- specific critical capabilities in managing the IT Budget Macro-capability.

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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

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