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2012ScottsdaleConferenceAgendaIT FinancialManagementByLeadingProfessionals


Wednesday, August 22

6:45-8:15 a.m.

Conference Registration and
  Full Breakfast sponsored by

a leader in ITFM Software Solutions for Financial Transparency

8:15-9:00 a.m.

From Common Practices to Best Practices: The Difference Between the Basics and Brilliance in ITFM
N. Dean Meyer, President
NDMA, Inc.

There are table stakes (the minimum required to be in the game), and then there are winning games. In IT Financial Management (ITFM), doing the basics is non-negotiable. But there's so much more that IT Financial Managers can do,for their organizations and for their careers. This session will examine three basic ITFM activities: budgeting, cost modeling that sets rates, and revenues such as allocations and chargebacks. Within each area, we will discuss the basic requirement of ITFM (the table stakes). Then we'll explore a vision of what ITFM could be – a strategic role that goes well beyond accounting. With the vision of the strategic role of ITFM, we'll go back over those three activities and describe what it takes to do each brilliantly. The bottom line is that if we play our cards right, ITFM can be a strategic ally to the CIO and a transformational force in the organization. The following topics will be covered:

  • • Basics consisting of budgeting, rates and revenues
  • • Brilliance consisting of market economics applied within the enterprise
  • • Back to the basics, but with brilliance regarding budgeting, rates and revenues
  • • The bottom line that entails things to think about in your career


9:15-10:00 a.m.

Does Anybody Read These Reports? IT Cost Reports People Actually Use
Christopher Dedera, Principal Consultant
RPC Solutions, LLC

Most IT Cost reports go unused. IT Finance spends countless hours developing and then producing these reports. Reports need to be relevant to the decisions management is making. Effective reports should address the issues of the organization and be actionable. This session will look at the problems with many reports and provide some examples of effective reports. The key learning points are being able to identify poor reports and what the characteristics of effective reports are.



10:15-11:00 a.m.

ITIL Et Al: Adoption Trends and Experiences
Brian Jeffery, Managing Director
International Technology Group

This session examines adoption trends for Information Technology Infrastructure Library (ITIL) and other IT governance models, and discusses user experiences with them. The session concludes that most organizations are selectively implementing ITIL disciplines, and putting in place "mix and match” best practice models that draw upon multiple sources.



11:15-12:00 a.m.

The Strategy-Focused IT Organization: A Ten-Year Track Record of Success
Robert Gold, CEO
Tenacious Tortoise, LLC

During the past 40 years, complex organizations have evolved within enterprises to manage information technology. Yet the relationship between the IT organization and its stakeholders is often strained. IT leaders seeking a seat at the table of business strategy often struggle to establish their competency in managing costs and delivering quality services in line with overall performance. The concepts of the strategy-focused IT organization (SFITO) address this tension. A practical set of ideas and vocabulary for driving change, both in the IT organization and how it is viewed by its parent enterprise, SFITO concepts have been employed by dozens of organizations in a wide variety of industries during the last ten years and have proven to offer a robust discipline for IT organization improvement and disciplined financial management. This presentation offers an overview of SFITO concepts and highlights two case studies previously published by Harvard Business School.


12:00-1:30 p.m.

Buffet Lunch - Not available to family/guests

1:45-2:30 p.m.

Avalanche of Dealing with Storage Growth
Bob Simko, Executive Director
International Technology Group

Demands for data storage continue to grow. Analysts project 50% or higher growth for 2012, and triple-digit rates have become the norm in some organizations. This session examines ways users deal with this challenge. Adoption of technologies such as virtualization, deduplication, unified storage and converged server/storage infrastructure solutions will be examined, and the increasing functionality and cost-effectiveness of mid-range storage arrays will be discussed. The session concludes with recommendations as to how you should assess and address challenges in your own organization.


2:45-3:30 p.m.

The Role of Finance in IT Transformation
Mary Lou Alter, Solutions Partner, EMC Consulting and
Helen Smith, Senior Partner, EMC IT

Change is upon us. Business users have choices for IT services, so IT organizations are forced to compete or go the way of the dinosaurs. IT organizations are increasingly turning to the cloud as a strategy to increase their agility and scalability. This strategy has a ripple effect on how IT organizations organize and operate. During this presentation we will explore the dynamics of the transformation to a Service Provider model, and the role that IT Finance plays in this transformation. Particular focus will be given to service costing, pricing, and metering/invoicing.


3:45-4:30 p.m.

Change Agent
Tim Partlow, Principal
Partlow Consulting

While implementing change programs may be critical to the success of the IT Financial Manager, implementing these programs is not necessarily an easy or "natural" activity for us. This session explores how you can embrace and take on the role of Change Agent including practical ways to improve your skills as an agent of change.


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.




Thursday, August 23

6:45-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management solutions


8:00-8:45 a.m.

Welcome Comments, Award Ceremony and Drawing
Terence Quinlan, Director
IT Financial Management Association

After a brief "Thank you for coming,” there will be an Award Ceremony recognizing many of the pioneers and leading experts who have been the major ITFMA contributors to the education of the IT Financial Management profession over the past 25 years. All of the speakers at this week’s IT Financial Management By Leading Professionals Conference will be recipients of this distinguished Award. Following the Award Ceremony, there will be a drawing for door prizes and you must be present to win. Among the prizes will be several of the new iPad3 32GB with WiFi + 4G access to the Verizon network for maximum coverage.


9:00-9:45 a.m.

A Chargeback Retrospective: Best Practices, Worst Practices, and a Few Scars Along the Way
Mark Pringle, Managing Consultant
IBM Corporation

During his almost 40 year IT career, with more than 20 years in Chargeback, the speaker has seen a few things, learned a few lessons, and acquired a few scars. Sometimes knowing what not to do is as important as knowing what to do. This presentation takes a look at the early days of Chargeback all the way through to today (and hopefully beyond). Hear about how it started, how it's changed, a review of current state, and a few thoughts on the future. We'll look at some best practices, a few worst practices, and some pitfalls to avoid.


10:00-10:45 a.m.

How Do We Achieve Total Technology Financial Management?
Charles Johnson, President
CNJohnson & Associates

What is Total Technology Financial Management? What are the building blocks? How do they work together? We will discuss the critical importance of integration of the elements so that they work together for the best results. This will be an open discussion for all of us to learn from each other.


11:00-11:45 p.m.

Methodologies for Improving Forecast Accuracy
Robert Mischianti, Vice President
Nicus Software, Inc.



Producing an accurate forecast is the most important function of an IT Finance organization. This presentation will discuss methodologies for improving the accuracy of the forecast, including methods for calculating more accurate baselines, simplifying the update process, tracking and explaining variances, and improving data accuracy.

12:00-1:15 p.m.

Buffet Lunch - Not available to family/guests

1:15-2:00 p.m.

Rate Setting Processes and Experiences
Penny Collen, Consultant, IT Finance and Chargeback

If it’s August, it must be time to set rates…again. This is a presentation about rate setting processes. How often do you need to set rates? What data should you assemble to do rates? Do you acknowledge your constraints before you start? How do you deliver your rates to your clients? Once billing begins, how do you analyze rates to understand whether you were lucky or smart? Come and share your experiences and questions with other practitioners as well.


2:15-3:00 p.m.

A Best Practices Approach to Improving the IT/Telecom Cost Management Process and How to Avoid Common Mistakes
Gary Eckert, President
Telytics, Inc.

Companies that recognize the importance of sound IT/Telecom cost management and optimization, and establish a plan to enhance operational efficiency, while not compromising levels of service and internal resources, can differentiate themselves from their competitors and enhance their company’s financial performance. While most enterprise companies have instituted either a home grown process or third party Telecom Expense Management (TEM) resources to attempt to get a better handle on managing this significant area of business expense, few have achieved "best in class” results. This presentation addresses the key components of a "best practice” approach to ensuring the optimal efficiency of their communications infrastructures and reducing associated cost factors, which includes the following topics:

  • • Key components of the process
  • • The importance of developing an IT/Telecom cost management plan
  • • The overlooked items in telecom contract management
  • • The role of management tools
  • • Getting the right analytics to make effective strategic decisions
  • • How to evaluate and get the most benefit from existing TEM implementations
  • • The importance of internal checks and balances
  • • Understanding the difference between management and optimization


3:15-4:00 p.m.

What IT Controllers and CFOs Need to Know About OMB Circular A-87 (45-min session)
Kenneth Hoffman Principal
Kenneth F. Hoffman, Inc.

The costs of state and local government information technology services are eligible for Federal reimbursement under many grant programs, but required are the maintenance of adequate rate-setting methodologies and formal cost allocation plans. This session introduces and explains the role of the OMB Circular A-87 Federal cost principles, discusses the successes and failures of states in their compliance attempts, and reviews a variety of best practices in intergovernmental financial management of information technology.


4:15-5:00 p.m.

Automating IT Finance Demonstration
Robert Mischianti, Vice President
Nicus Software, Inc.

M-PWR enables customers to transition from spreadsheet-based IT financial management tasks to a process-centric application that delivers automation, scalability, detail audit tracking, web-based reporting and much more...Define and validate your own processes, integrate all of your data elements in one place, satisfy stringent audit requirements, and automate to save time.


5:30-7:30 p.m.

ComSci’s 25th Anniversary ITFMA Celebration & Reception

ComSci, a leader in automated IT Financial Management Solutions, invites you to join us for some delicious food, refreshing drinks, and informal conversations in a relaxing atmosphere. This will be an enjoy- able opportunity for you to celebrate the 25th Anniversary of ITFMA in beautiful Scottsdale as well as network with other conference attendees and (while you’re at it) learn more about ComSci’s award-winning SaaS-based IT Financial Management capabilities.




Friday, August 24

6:45-8:15 a.m.

Full Breakfast Buffet

8:15-9:00 a.m.

Recent Survey Results on Effective Financial Management
Robert Stroud, Vice President, Service Management
CA, Inc.

One of the dreaded words in IT is "chargeback." Many of you live with that every day, but in an era of cloud and outsourcing, can you escape it? Recently CA Technologies undertook an independent industry survey to understand how effective financial management works within enterprises and developed a model to determine the value of financial management according to your business, size and segment amongst other metrics. The speaker will share with you the results of the survey and discuss how they may impact you moving forward with your investments in IT enabled business value.


9:15-10:00 a.m.

What Do You Think of Me Now?
Mark Berg, Principal (retired)
The Gettysburg Consultancy, Inc.

Have you ever asked your clients what they think of your services? Many organizations send lots of emails to lots of users to gauge how well they’re doing. IT and you can learn from market research practitioners about how best to evaluate one’s performance. This session will explain how to get accurate feedback using client/customer surveys.


10:15-11:00 a.m.

Why Outsourcing Is Costing You Money
Jon Maxim, President
Maxelerate Systems Ltd.

Some CIOs call this the "Dirty Little Secret.” A survey has found that over 60% of IT Infrastructure Outsourcing was justified on a financial basis i.e. to save money. The CEOs of many of those corporations have stated that they are satisfied that outsourcing has delivered the savings they were expecting. The CFOs, the CIOs and especially the IT Controllers are not so sure. Further, it seems this feeling extends to all types of outsourcing, including BPO (Business Process Outsourcing). It is now becoming apparent why outsourcing is not delivering on its promise. Increasingly the strategy is being questioned by those that have adopted it. If your organization is considering outsourcing, this session will give you much to think about and a good set of questions to ask. If you already outsource and are not satisfied, it will point out probable causes and solutions.

Note: During this session, there will be two lucky winners at a drawing for a free pass to the ITFMA 2013 Conference of your choice. You may be one of them!



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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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