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2008 SanAntonioConferenceAgendaForControllerCFO

THE WORLD OF

IT FINANCIAL MANAGEMENT

Conferences, Workshops and Seminars
March 10-14, 2008
Historic Menger Hotel • San Antonio, TX

Conference Agenda

IT Financial Management for
Controllers and CFOs Conference

 

 

Wednesday, March 12

Thursday, March 13

Friday, March 14

7:00 am Conference Registration and 
Full Breakfast Buffet
Full Breakfast Buffet Full Breakfast Buffet
8:00-8:45 Implementing a Service Oriented Organization in IT Do-it-Yourself Guide to Support Maturing IT Finance Functions Getting More from Your Accounting and Finance ERP Systems
9:00-9:45 Managing the Information Technology Function: A Primer for Financial Executives Measuring and Improving IT Financial Performance at SunTrust Banks Deriving Operational Efficiencies: An IT Shared Services Case Study
10:00-10:45 Capital Planning: A Framework for Alignment Strategic Alignment: Your Path to Successful IT Financial Management Questioning the Validity of a Multi-million Dollar IT Non-discretionary Expense
11:00-11:45 Healthy IT Projects, Healthy Company Getting a Handle on Financial Management for IT Services  
12:00-12:45

Buffet Lunch (seating)
(Not available to family/guests)

Buffet Lunch (seating)
(Not available to family/guests)
1:00-1:45 Delegation for IT Financial Management IT Budgeting 101 for the Finance Professional  
2:00-2:45 IT Annual Report: Making the Client Connection and Telling the IT Story GRC Automation Case Study: Finding the Elusive ROI  

3:00-3:45

"Remember the Alamo" – Leadership Under Pressure Rewriting the Mainframe Billing System in Oracle  
4:00-4:45 Project Accounting & Resource Management Software Tools Demonstration Enterprise Financial Management for Project-driven Organizations Software Demonstration   
Integrated Financial Management with Planview Enterprise Software Demonstration Delivering an End-to-End View into Critical Business Programs Software Demonstration
5:00-7:00 WSG, Inc. Reception

Other San Antonio program agendas:

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

 

Wednesday, March 12

7:00-8:00 a.m.

Conference Registration and

Full Breakfast Buffet sponsored by

planview.com

the Leading Independent Provider of IT Portfolio Management Solutions

 

7:00 a.m - 3:00 p.m.

Conference Exhibitors (Ballroom A/B/C Foyer)

Please drop by the exhibit tables of these generous breakfast sponsors and learn how your
IT organization can benefit from these industry leading companies and their products and services:
EcoSys (enterprise financial management software for Project-driven organizations)
Oracle Corporation (the world's largest software company)
Planview, Inc. (leading independent provider of IT portfolio management solutions)

 

8:00-8:45 a.m.

Implementing a Service Oriented Organization in IT

Tim Rehac, Solutions Partner, BusinessEdge Solutions and
Joseph Solfaro, Executive Director, Merck & Co.

Merck’s Global Application Engineering & Operations organization adopted a Service Oriented Organization model to become more lean and flexible. They wanted to improve their ability to manage and share global IT capabilities, to deliver quantifiable cost benefits to the business and to deliver higher-value strategic services to its clients. Merck adopted a new IT Operating Model built on three key elements: 1) Shared Services Delivery; 2) Professional Services Organization; 3) Running IT as a Business. Throughout the transformation, Merck’s efforts were informed by the IT Process Improvement frameworks, ITIL and CMM. Concepts of Relationship Management, Service Level Management and Financial Management served as key enablers for the Operating Model. A transformation plan was developed to achieve the business goals on an accelerated timeline. This included the development of a unique, quantitative Maturity Model to measure progress toward the fully operational state. Merck achieved powerful benefits as a result of this program including cost savings of greater than $20 Million in the first year. Using Merck’s project as a case study, the speakers will discuss the following topics:
• Goals
• Service oriented organization
• How process improvement supported strategy
• Transformation approach
• Maturity model
• Results

 

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Managing the Information Technology Function: A Primer for Financial Executives

Joe Pucciarelli, Program Director
IDC

Over 50% of Global-2000 companies entrust their IT (information technology) function leadership to the CFO. This session discusses a host of challenges and opportunities this creates for financial leaders, especially as IT spending ranges from 1.5% to 11.0% of revenue and IT management skills become an increasingly important requisite for new business leaders.

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10:00-10:45 a.m.

Capital Planning: A Framework for Alignment 

Daniel Elvera, Director, IT Finance
First Data Corporation

Traditional capital planning and execution processes will need to evolve as IT organizations become more product focused and aligned with the business. A framework for linking business requirements to the operating plan of IT will be presented to help ensure a more cost effective and flexible delivery of technology. The lessons-learned and challenges related to implementing this framework globally will be shared and discussed.

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11:00-11:45 a.m.

Healthy IT Projects, Healthy Company

Bill Cornfield, President
WSG, Inc.

The health of your company’s projects can have an enormous effect on the overall health of your company. As with people, projects can often benefit from routine checkups to identify and treat small problems before they become critical. Don’t let an ailing project spread a financial strain throughout your company. Different projects and different corporate cultures call for different approaches, and this session will review three different methods for examining the health of your company’s projects.

RETURN TO OVERVIEW

RETURN TO TOP

 

12:00-12:50 p.m.

Buffet Lunch: Seating by Area of Responsibility or Interest
- Not available to family/guests

(number of designated tables in parentheses)

• Asset Management (1) • Financial Management (3) • Government Financial 
  Management (3)
• Financial & Cost Analysis (1) • Financial Planning 
  & Budgeting (1)
• Performance Mgmt. &
  Benchmarking (2)

 

1:00-1:45 p.m.

Delegation for IT Financial Management    

Timothy Partlow, President
Partlow Consulting

Effective financial managers must be effective delegators. But where do you learn good delegation skills? This session explores the key principles behind delegation as well as the inherent pitfalls and obstacles.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

IT Annual Report: Making the Client Connection and Telling the IT Story

Penny Collen, Senior Consultant
IBM Corporation

Even the best managed IT shop can benefit from a little public relations. A well constructed annual report is a great way to reinforce your image. Walk through the content of an IT annual report and see the benefits you can gain by creating your own.

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3:00-3:45 p.m.

"Remember the Alamo" – Leadership Under Pressure

Ricky Churchman, Business Operations Senior Manager
Lockheed Martin Information Technology

How do you get 130+ odd number of folks to stand against a foe of 5,000? Most of whom were not even from Texas. Imagine if you could harness that power and use it to help drive decisions in today's IT financial arena. Today’s fast paced market calls for quick decisions in the face of turmoil. Time to draw the line in the sand is now and having the courage to make a decisive and confident decision is paramount. William Travis, Davey Crockett, and Jim Bowie are all heroes of the Alamo. We will take a look at the attitude and behavior of these heroes of the Alamo, along with other modern day heroes, and see how that behavior can be adapted to the IT business world of today.

RETURN TO OVERVIEW

 

4:00-4:45 p.m.

Project Accounting & Resource Management Software Tools Demonstration

Bill Cornfield, President
WSG, Inc.

WSG, Inc. will be demonstrating the latest enhancements to its family of project accounting and resource management software products - Empire TIME and Empire RESOURCE. Empire TIME provides chargeback processing for all project related expenses including work and out of pocket expenses as well as costs related to services and materials. In addition, WSG will provide a preview of its newest product offerings, including project portfolio analysis and key performance indicator measurement tools. These new product features allow managers to define the project metrics they want to measure and how those measures are presented. Empire RESOURCE offers a total solution for planning, scheduling and managing staff commitments.  In addition, Empire RESOURCE gives managers multiple methods to identify the right resource based on availability, skill set, past experience and a host of additional user defined parameters. Our Team Scheduling feature gives managers an invaluable tool to pinpoint when the required resources for a project are available, thus avoiding over/under scheduling and reducing bench time.  And, since Empire RESOURCE is seamlessly integrated with Empire TIME, the financial impact of resource assignments is immediately visible.

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4:00-4:45 p.m.

Integrated Financial Management with Planview Enterprise Software Demonstration

Marcus Klein, EPM Product Manager
Planview, Inc.

Planview Enterprise adds rigor to your strategic management and execution processes, delivering visibility to align strategies with resource capacities and funding across the organization as well as tracking actual spending back to the budget. Planview Enterprise uses the discipline of portfolio management to enable the dynamic management of money and resources to support high value initiatives and better investment decisions. With Planview Enterprise, IT Financial Managers, CFOs, CIOs and Business Unit Managers can: Consolidate all IT costs in a central place; access a complete view of Project, Strategy, Asset and Service Costs; have a source of record for labor actuals and forecasts; manage the flow of money between providing organizations, projects/activities and sponsoring organizations; track sponsorship and chargebacks; integrate with corporate accounting, accounts payable and general ledger systems.

RETURN TO OVERVIEW

 

5:00-7:00 p.m.

WSG, Inc. 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

 

Thursday, March 13

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

oracle.com

the world's largest software company

 

7:00 a.m - 3:00 p.m.

Conference Exhibitors (Ballroom A/B/C Foyer)

Please drop by the exhibit tables of these generous breakfast sponsors  and learn how your
IT organization can benefit from these industry leading companies and their products and services:
EcoSys (enterprise financial management software for Project-driven organizations)
Oracle Corporation (the world's largest software company)
Planview, Inc. (leading independent provider of IT portfolio management solutions)

 

8:00-8:45 a.m.

Do-it-Yourself Guide to Support Maturing IT Finance Functions

Mary Lou Alter, Solutions Partner and Glenn Steinhandler, IT Professional
BusinessEdge Solutions, an EMC Company

Virtually every IT organization has standard processes for preparing budgets and reporting variances. Most have COTS (commercial off-the-shelf software) or homegrown tools to support this function. Organizations that charge customers for shared IT services usually have vendor tools to support that function as well. Beyond these two key functions few IT organizations have either the processes or tools to support the other key activities required of a mature IT Finance function...yet many organizations aren’t aware of these gaps or their impact. During this session, we will identify the key IT Finance functions that require process and tool support, and explore how some organizations are filling the gaps. Basic tools and processes that can be built and implemented will be demonstrated. Finally, the governance and reporting structures that support maturing IT Finance functions will be reviewed.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Measuring and Improving IT Financial Performance at SunTrust Banks

Tom Brown, PMP, Director of Professional Services
EcoSys

The management of the annual IT budget for projects and maintenance is at the core of the IT financial manager's duties. In this presentation you will see the challenges and the solution associated with SunTrust's approach to delivering enterprise financial reporting and improving the project-related financial processes, providing a three-fold benefit of improved financial visibility, financial controls, and financial accuracy.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Strategic Alignment: Your Path to Successful IT Financial Management

Carlos Mendoza, Partner and CIO
Technology Cost Insight

The Problem? Your IT Financial Management strategies are not driving business value. You're not alone... 70 to 80 percent of organizations are dissatisfied with the way their technology expenses are being managed.  This session will confirm what you've long suspected. The speaker will explain why it's happening and present three different IT financial management models along with real-world examples and solutions. By the end of this session, you'll be able to identify which of the three models best describes your current situation; how to focus management's attention on the issues that are most critical to business value; and how to develop an action-oriented plan to bridge the gaps in your existing IT Financial Management Framework.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Getting a Handle on Financial Management for IT Services

Margo Fullilove, Sr. Consultant, Quality & Continuous Improvement
Siemens IT Solutions and Services, Inc.

 

As is the case with all ITIL service delivery processes, financial management measurements, reporting and planning will improve and become more accurate over time. The key is to start sooner rather than later. Expanding on her Computerworld byline article "Getting a Handle on ITIL Financial Management for IT Services: Secrets from an Outsourcer", the speaker will share the benefits and the HOW of incorporating financial management into your ITIL adoption program. The presentation explains the transaction and consumption economics of IT service management and provides tips on how to define and capture the key data points needed to successfully develop a ROM (rough order of magnitude) model that will allow your organization to benchmark and track the cost and return on investment of your ITIL adoption efforts.

RETURN TO OVERVIEW

 

12:00-12:50 p.m.

Buffet Lunch: Seating by Industry
- Not available to family/guests

(number of designated tables in parentheses)

• Banking (1) • Government – State (2) • Insurance (1)
• Education & University (2) • Government – Other (1) • Technology (2)
• Financial Services (1) • Healthcare & Medicine (1) • U.S. EPA (1)

 

1:00-1:45 p.m.

IT Budgeting 101 for the Finance Professional

Chuck Ulmer, Senior Cost & Budget Analyst
Capital Blue Cross

This session is designed for both the beginner in IT Finance or the person who wants to review the basics of IT Budgets. You will have an opportunity to understand language unique to IT that is part of a budget. Preparation guidelines for pre-budget activity and actual formulation of an IT Budget will be discussed. On-going monitoring of budget performance and variance analysis will be commented upon. Methods of explanation and assistance to either corporate finance or others in IT regarding budget issues will be explored.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

GRC Automation Case Study: Finding the Elusive ROI

Karen dela Torre, Senior Director
Oracle Corporation

Learn how companies are using governance, risk and compliance (GRC) automated application controls to
streamline operations and enforce corporate policies in real-time, gaining both sustainable compliance and a tangible ROI. This session reviews critical control scenarios, such as Segregation of Duties, user provisioning, automating manual controls, and tracking master data and configuration changes. It will also explain how to plan and measure an effective automation strategy.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Rewriting the Mainframe Billing System in Oracle

Patricia Harceg, Assistant Vice President
Wachovia Corporation

This session will present Wachovia's two-year project to rewrite a 20 year old Mainframe COBAL APS Technology Billing Application in Oracle. Lessons learned from the project, how we handled changes in the Project Team, and benefits of the new billing system including the ability to provide billing transparency in ESSBASE will be presented and discussed.

 

4:00 - 4:45 p.m.

Enterprise Financial Management for Project-driven Organizations Software Demonstration

Christen Bergerud, Managing Director
EcoSys

EcoSys will provide an overview of EcoSys Financial Manager, a web-based enterprise project financial management system designed in conjunction with IT financial managers at the world's largest organizations, from government agencies to leading banking, insurance, and energy companies. Financial Manager provides comprehensive capital planning, budgeting, forecasting, chargebacks, controls, and performance dashboards with full transactional drill-down capabilities from organizational, portfolio, and project perspectives. Web spreadsheets provide financial managers and analysts with the Excel-like views they desire while adding the controls, auditing, and integrity of a scaleable enterprise system. Learn how leading organizations including SunTrust Banks, Guardian Insurance, Amtrak, and PPL have achieved major improvements in financial processes and performance measurement by deploying Financial Manager.

 

4:00 - 4:45 p.m.

Delivering an End-to-End View into Critical Business Programs Software Demonstration

Kazim Isfahani, Director PPM Product Marketing and John Buckley or Kevin Durand
Oracle Corporation

The organization’s ability to react and respond to shifting business conditions and regulatory changes is predicated and limited by its ability to act upon information that is current, accurate and relevant. This session will provide a view into how organizations can bridge the information gap by creating a comprehensive dashboard into the landscape of activities covering Governance, Risk, Compliance, along with critical corporate initiatives and programs, and maintain the ability to course correct as situations warrant.

RETURN TO OVERVIEW

RETURN TO TOP

 

Friday, March 14

7:00-8:00 a.m.

Full Breakfast Buffet (Minuet & Patio Rooms) sponsored by

oracle.com

the Provider of Enterprise Financial Management Software for Project-driven Organizations

 

8:00-8:45 a.m.

Getting More from Your Accounting and Finance ERP Systems

Tom Sonde, Principal
Silver Road Solutions

Most ERP system implementations (e.g., PeopleSoft, SAP, Oracle or JD Edwards) experience a number of problems that result in a working but flawed software solution. The reality is the software you already own and have installed has functionality that is not being used, is being misused, and/or is not appropriately married to your processes. Learn how to get more from the system you already own:
• Unlock the hidden value in your system
• Make your day-to-day processes more efficient
• Free your staff up for more value added activities
• Increase your systems Return on Investment (without employing an
  army of IT consultants)

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Deriving Operational Efficiencies: An IT Shared Services Case Study

Chalapathi Kotnana, Associate IT Management Consultant, and Joseph Khoury, Senior Associate
Booz Allen Hamilton

Booz Allen Hamilton helped a large Middle East Telecom service provider to implement Shared Services Transformation to derive operational efficiencies, which is a part of the CFO agenda. The client is under extreme pressures to improve operational efficiencies, thus achieve sustainable cost savings in the dawn of telecom industry de-regulation and open market environment. IT, as an internal service provider, also transformed as a Shared Service unit. IT Chargeback and Finance IT Infrastructure is a critical element of the shared services transformation. Booz Allen defined a structured approach to implement IT Shared Service and successfully implemented the largest transformation initiative undertaken by the client.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Questioning the Validity of a Multi-million Dollar IT Non-discretionary Expense

James White, CEO and Founder
Reliability Plus, Inc.

In the early 60’s IT organizations paid 1% of the purchase price of hardware each month for maintenance on hardware that failed once a month. This meant that the cost of a single maintenance action was 1% of the purchase price. Today we still pay that 1% a month, but our hardware now only requires maintenance ever 1,000 months. This means today the cost of a single maintenance action is 1,000% of the purchase cost. Does paying $30,000 to fix a $3,000 server make sense to anyone? In three years our hardware will only require maintenance every 2,000 months and the cost to fix that $3,000 server will have risen to $60,000. What makes this cost even more unreasonable and galling is that we pay that 1% during the three-year warranty period when maintenance should cost nothing. There is at least one practical alternative that can reduce this cost by 99%. It is time to question this "non-discretionary” expense that cost millions every year.

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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: