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Wednesday, April 3

7:00-8:00 a.m.

Conference Registration and
  Full Breakfast sponsored by

a leader in ITFM Software Solutions for Financial Transparency

8:00-9:45 a.m.

Best Practices in IT Financial Management
Mahipal Lunia, Group Manager, IT Business Management

This session will consist of the best practices in IT Financial Management that we have learned from our leading edge customers across industries. Some of the key topics covered in this talk will include total transparency, budgeting process, benchmarking know how, and modeling future states. This will include a detailed question and answer discussion. The goal of the session is to have a healthy discussion on the above-mentioned topics and share what we has learned over the last year with other ITFM practitioners.


9:00-9:45 a.m.

The Fab Four Use Cases – How do you Measure Success?
Brian Stedman, Vice President and Jeff Yoder, Vice President
Com Sci

Any ROI or cost benefit analysis requires well-documented use cases that are not summarized in a single report, but rather a series of steps outlined to capture value. ROI or cost benefit analysis should be a process that is prescriptive and proactive – not an afterthought. This session explores the following four common use cases that justify the IT Financial Management Implementation and shows you where to find value and revenue as well as where there is waste and hidden cost savings:

  • • IT Portfolio Optimization and Cloud – show me the value
  • • IT Financial Management for Application and Support Rationalization – show me the money
  • • Data Center Consolidation and Transformation – show me the waste and the big bucks
  • • Servers, Storage and Desktops Delivers Tangible Savings – show me the hidden cost of savings

The Fab Four in use cases are key measures of success that demonstrate the value to both IT and the organization. The session will provide you with the framework to establish these key measures for success in your organization and gain insight into a better process for data collection, synthesis of the data, costing and planning that is required.



10:00-10:45 a.m.

New Trends in Integrated Systems: Costs and Benefits
Brian Jeffery, Managing Director and Bob Simko, Executive Director
International Technology Group

New platforms that integrate servers, storage and networking have proved to be one of the IT industry’s fastest-growing segments. Users report a variety of benefits, including lower costs and faster system deployment. This session looks at the leading players and systems, including Cisco and EMC vBlock, HP solutions, and IBM’s new PureFlex platform. User experiences are discussed. Areas where new integrated systems may provide real value are identified, and we recommend how you should deal with these platforms.



11:00-11:45 a.m.

The Irrational Appeal and the Limitations of Benchmarking
Chris Herman, Senior Consultant
Swingtide, Inc.

The usefulness of benchmarking is so universally accepted that no one would dare to suggest that it not be made part of every key contract. Yet the undeniable comfort that it provides can be deceptive. While it seems to create a "self-leveling” price and therefore takes pressure off the need for a more holistic periodic review and renegotiation of major contracts, it often becomes a source of disputes and contention. Except in very narrow applications, we believe the claims for the process are oversold. It's absurd that one common type of clause states that "the client's pricing will be in the lowest 10% of prices in the comparison group.” How can everyone get that contract? The presentation will focus on the appropriate use of benchmarking, the limitations of the process, the ambiguous elements, the important elements of the situation that are often not considered, and an alternative structured process for periodic review and renegotiation of outsourcing agreements.


12:00-12:50 p.m.

Buffet Lunch sponsored by

a leader in Cloud-based Cost Allocation and Chargeback Solutions

- Not available to family/guests


1:00-1:45 p.m.

Considerations When Evaluating/Selecting a TEM, WEM, or MDM Service Provider
Gary Eckert, President
Telytics, Inc.

This presentation will address the considerations that decision makers need to address when selecting a Telecom Expense Management (TEM), Wireless Expense Management (WEM), or Mobile Device Management (MDM) service provider. Attendees will learn valuable insights into the process of evaluating potential candidates and ensuring alignment of selected vendors with your company cost management and business goals and objectives. Topics that will be addressed in this presentation include:

  • • Understanding the different focuses of TEM, WEM, and MDM
  • • Identifying best candidates to meet business needs
  • • The assessment approach to finding the best solution for your needs
  • • Things to look for and questions to ask when seeing product demos
  • • Best practice approaches to the selection and implementation process
  • • The role of an independent consultant in assisting with the process


2:00-2:45 p.m.

Understanding Cloud, the Commoditization of IT, and its Impact on your IT Financial Management Landscape
Chris Panneck, Director
KPMG IT Advisory Services

Cloud Computing is a transformative and disruptive technology capable of delivering significant cost and service advantages to those who openly embrace the technology, but is your organization prepared to capitalize upon this change? Cloud computing is challenging legacy funding, costing and operating models, while reshaping the role of the CIO and other IT leaders. There are several critical questions that IT leaders are asking themselves as they look at the changing landscape of their organizations:

  • • What are the transformative impacts of Cloud?
  • • What challenges will my organization face in the transition?
  • • How will a shift towards Cloud Computing impact my cost structure and how I manage my costs going forward?
  • • Is my current funding model prepared to support the shift to Cloud?

The Cloud will empower the customers of IT, commoditize computing resources, and drive the need for more agile processes to support this transformation and fully realize its potential benefits. This shift will require IT leaders to reconsider their traditional role as managers of complex systems and look to become brokers of IT services.


3:00-3:45 p.m.

Best Practices for Transitioning IT Finance to a Variable IT Consumption Model
Neil Thibodeau, Senior Director IT Business Management
EMC Corporation

As more IT organizations move towards an "IT as a Service” (ITaaS) business model, IT Finance and IT Business Ops need to come together to address the challenges it creates with a traditional IT operating organization. Whether your IT department is doing showback, chargeback or nothing at all, this session is designed to focus on the journey to operating IT more like a business in the ITaaS model. We will review all the considerations and challenges over a two-year journey. While no easy path to the new model exists, this session will address several promising approaches including:

  • • Why a variable consumption model is a challenge for many organizations
  • • Commercial models for outsourcing
  • • Why simple cost transparency and chargeback are not enough
  • • Ideas to accomplish variable consumption models


4:00-4:45 p.m.

IT Financial Management Best Practices with VMware ITBM Suite
Mike Bowe, Senior Sales Engineer

In this session we’ll talk about how automating the processes of collecting, aggregating and allocating IT spend with commercially available tools, like those available from VMware, enable ITFM practitioners to spend more time analyzing spend and improving value delivery. This session will include:

  • • Introduction to how ITFM tools work – data gathering, allocations, reporting, and automating otherwise manual processes
  • • How to get started and how long it can take based on your organizations IT Finance maturity
  • • Live demonstration of the VMware IT Business Management suite including modeling, computation, "what-if”, and analysis
  • • Best practices for getting more from an ITFM implementation including using peer and industry benchmarks

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


4:00-4:45 p.m.

HP Demonstration: Can a Tool Boost Your Career?
Richard Hawes, Senior Manager
HP Software

We know that improving financial management and IT's business performance and alignment is not just about the technology or any one tool; it must include the right approaches to people and process as well. However, we are finding that applying business intelligence approaches to ITFM by making them innovative and simpler to implement is making a huge difference to how our clients tackle the problems of managing finance around IT and telecommunication technologies. In this session we want to show you the latest innovations HP has applied to IT finance and provide examples of the way in which clients really have boosted their careers by taking a new look at financial management and helping the organization to build a performance-driven culture and to align with the rest of the business.


4:00-4:45 p.m.

Live Demonstration of Cube Billing's Cost Allocation and Chargeback Software
Brent Loewen, President
Cube Billing, LLC

Cube Billing is a new, cutting-edge software company, born from extensive lessons learned in one of the most globally complex IT cost allocation and chargeback environments. Cube Billing uses the latest technologies in its application, which was built specifically from the ground up to perform one primary core competency: allocation of costs. In this session, you will see a full demonstration of Cube Billing's cost allocation and chargeback software application. The cost allocation and chargeback system consists of a single repository that can be easily integrated into existing processes and tools to ensure a seamless workflow. The software can accommodate multiple data feeds to import data, integrate into existing ERP system's chargeback modules, create showback statements, and accommodate all costing methodologies. These features help to create end-end financial transparency between all internal organizations including sales, delivery, product development, account teams, and corporate & portfolio finance.


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, April 4

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

ComSci, a leader in IT Cost Transparency/Financial Management solutions

8:00-8:45 a.m.

Practitioner's Guide to Best Practices for IT Financial Transparency
After Implementing IT Chargeback & Financial Transparency
Paulo Prazeres, Senior Director, IT Finance
EMC Corporation

This session will review the success and challenges that were encountered in the first year of the company’s move to full IT chargeback across a global 40,000+ person enterprise. In this session we will discuss how financial transparency has opened the dialogue between IT and the business units that IT serves, and how the business units have been empowered to better determine where to spend their IT budgets. The session will focus on methods used to accomplish efficient spend priorities, how IT addressed the common business unit request of "How can we lower our IT costs?”, and the types of levers financial transparency exposed. In addition, we will discuss the ongoing Data Quality work streams and processes to successfully deliver cost transparency.


9:00-9:45 a.m.

Thought Leadership Panel Discussion: How to Sell an ITFM Process Maturity Program to Senior IT, Finance, and Business Leadership Teams
Jason Byrd, Principal, RPC Solutions
Diane Carco, CEO, Swingtide
Cathleen Nilson, ITFM Process Analyst, Google
Denise Vay, eCommerce Manager, IT Projects, PPG Industries
Jeff Yoder, Vice President, Strategic Partnerships, ComSci (moderator)

This "town hall” panel presentation is expected to be a lively information exchange that will benefit attendees looking to increase their capabilities to champion strategic ITFM process improvements and increase overall maturity in ITFM processes throughout their organization. You will hear from peers that represent both ITFM practitioners and leading ITFM consulting firms with recent experience in implementing large scale ITFM process change initiatives. The panelists, who are IT management industry veterans, will share their insights and knowledge gained from experiences with championing new IFTM processes in their respective organization You will gain insight into how each of the panelists overcame organizational challenges to garner popular opinion for ITFM process improvement with best practices and lessons learned. As in true "town hall” fashion, you will be given the opportunity to direct questions to the panel and colleagues in the audience. The information exchange is expected to be timely for many of you and address the issues all ITFM professionals and their organizations currently face while providing useful and proactive solutions for ITFM process improvement strategies.


10:00-10:45 a.m.

IT Financial Management Best Practices Panel and Peer Discussion
Robert Mischianti, Vice President, Nicus Software (moderator)
Mary Lou Alter, Solutions Partner, EMC Consulting
Jeffrey Ebbrecht, Senior IT Specialist, IBM Corporation
Charles Johnson, President, CNJohnson & Associates
Paulo Prazeres, Senior Director, EMC Corporation
Brian Stedman, Vice President, ComSci

A panel of experienced IT Financial Management (ITFM) professionals will address your questions related to any of the financial disciplines of ITFM that deal with planning, controlling, pricing, evaluating and decision-making. Find out how other practitioners in the audience are addressing the same problems and issues that you are facing. We plan to have a lively interaction with all of you attending, whether you are new to ITFM or a veteran yourself. Bring your questions, challenges, and thoughts on what has worked, what has not worked, and what needs improvement. There is no such thing as a dump or stupid question. We all asked similar questions as we gained our experience in this field. Ask the audience for a show of hands as to how many of them are doing something in a certain way. Best practices are often reflected by "what the least number of organizations are doing – not what the most organizations are doing.” That is why organizations strive to be in the top 10% – not in the other 90%.

11:00-4:00 p.m.

This ends the IT Financial Management Best Practices Conference agenda. For the rest of the conference, this meeting room is used for the Telecommunication Financial Management Conference. There are additional best practice sessions in the other concurrent conferences for the rest of today and Friday.


4:00-4:45 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.

4:00-4:45 p.m.

ComSci’s Software Live Demonstration as a Service & Business Process as a Service Offering Along With a Question & Answer Session with a Prominent Customer
Brian Stedman, Vice President and Jeff Yoder, Vice President

This session will share best practices for how to optimize IT resources utilizing one of the market’s successful software products. Through the lens and testimony of a prominent and successful customer, attendees will be guided through each of the following Business as Service solution components:

  • • IT Financial Management – Facilitates the budgeting and forecasting requirements within an enterprise. Most organizations do this via Excel, which is not scalable or efficient and repeatable.
  • • Service Costing & Benchmarking – Provides the capabilities to allocate IT department and GL costs to customers’ products, services and application from their service catalog.
  • • Bill of IT – Provides a view of business unit costs to report to the business unit management the cost, quality and value of the IT services each business unit consumes.
  • • Analytics, Reporting & What If – These capabilities are included for all modules and include an "out-of-the-box” set of standard reports, graphs and dashboards; rate & what if analysis, a simple and easy to use reporting and graph wizard to support filtering, pivoting and download capabilities, and an executive dashboard manager with the ability to create individual and multiple dashboards using "drag and drop” functionality.




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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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