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2008 SanAntonioConferenceAgendaForGovtITFinMgt

THE WORLD OF

IT FINANCIAL MANAGEMENT

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

Conference Agenda

Government IT
Financial Management 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 Overview of NC Office of Information Technology Services (ITS) Budgeting Process TaiChi of State IT Project Planning and Budgeting: A Balancing Act  Chargeback Rate Development at the State of Oregon
9:00-9:45 IT Consolidation the Missouri Way  Group Process and Facilitation as Essential Tools for Financial Management  Performance Measures: Bits, Bytes, Numbers and ... People?!!? 
10:00-10:45 A Decade of Change: Working Capital Fund Operations in the U.S. EPA  IT Asset Management Implementation at the State of North Carolina  Wait...I Thought We Had An Agreement for Federal Approval 
11:00-11:45 IT Control, Management and Governance for the Public Sector  Planning the True Cost of IT Services Using the Full-cost Maturity Model  
     
12:00-12:45

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

Buffet Lunch (seating)
(Not available to family/guests)
1:00-1:45 Timesheets! Federal Requirements for Personnel Activity Reporting   Problem Definition: The Cornerstone of a Sound Government IT Proposal   
2:00-2:45 ERP Risk Management for Government: Increasing Odds of Success for ERP Projects  Gaining IT Resource Usage and Cost Visibility for Government Organizations   

3:00-3:45

ITIL vs COBIT: Which One's Better for You?  Impact of the Common Government-wide Accounting Classification Structure  
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
IT Financial Management for Controllers and CFOs 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.

Overview of NC Office of Information Technology Services (ITS) Budgeting Process

David Rossi, Chief Financial Officer
State of North Carolina

New State of North Carolina legislation passed in the 2007 Session of the N.C. General Assembly will have a significant impact on our budget cycle in the long session years (1st year of biennium). ITS rate changes approved by the State Office of Budget and Management will now be factored into the IT budgets of ITS agency customers. This presentation will provide an overview of the ITS budgeting process and our responses to the new requirements and challenges presented by the change in law.

 RETURN TO OVERVIEW

  

9:00-9:45 a.m.

IT Consolidation the Missouri Way

Arlan Holmes, Deputy CIO
State of Missouri

On June 16th 2006, the State of Missouri consolidated the IT staff and resources from 14 executive departments into one entity named the Information Technology Services Division (ITSD). This resulted in an ITSD budget of over $212 million with more than 1,200 FTE. A discussion will be held on how the financial aspects of the consolidation were carried out from the planning stage to over a year past implementation. Included will be information on savings and efficiencies that were anticipated and also happy surprises that resulted from the consolidation. Also addressed will be pitfalls that occurred that will hopefully help those of you involved in future consolidations to avoid.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

A Decade of Change: Working Capital Fund Operations in the U.S. EPA

Thomas Reilly, Senior Accountant, Office of Technology Operations and Planning
U.S. Environmental Protection Agency

During this session, we will discuss the challenges and obstacles facing the U.S. Environmental Protection Agency in operating a Working Capital Fund (WCF) approach for Information Technology services as part of the ongoing U.S. Government effort to bring business practices into Federal Agencies. We will share our experience in formulating a service and rate structure, our governance activity, WCF processes and supporting applications, challenges of creating a cost and profit conscious federal employee, overcoming the appropriated funding mindset, and the new found power of the federal employee as a discerning consumer.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

IT Control, Management and Governance for the Public Sector
Brian Jeffery, Managing Director
International Technology Group

 

This session reviews industry debates about IT control and management frameworks. It outlines public sector approaches such as IT Infrastructure Library (ITIL), Control Objectives for Information and related Technology (COBIT), and ISO 20000 and 17799/27001. Trends in corporate IT governance are reviewed, and the strengths and weaknesses of different public and private sector approaches are discussed.

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.

Timesheets! Federal Requirements for Personnel Activity Reporting

Kenneth Hoffman, Principal
Kenneth F. Hoffman, Inc.

When state and local government IT staff perform work for Federally assisted state agencies, certain time distribution documentation rules may apply. This presentation reviews the standards set forth in OMB Circular A-87, Appendix B, Section 8.h, and furnishes information applicable to internal service funds, enterprise funds, and special revenue funds.

RETURN TO OVERVIEW 

 

2:00-2:45 p.m.

ERP Risk Management for Government: Increasing Odds of Success for ERP Projects

Bob Simko, Executive Director
International Technology Group

This session describes the main causes of ERP project problems and outlines best practices for identifying, managing and controlling potential risks. The material draws upon recent experiences with successful and unsuccessful ERP deployments in U.S. Federal, state and local government organizations.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

ITIL vs COBIT: Which One's Better for You?

Page Hite, Product Manager
IBM Tivoli Software

The IT Infrastructure Library (ITIL) can be described as a detailed framework with hands-on information on how to achieve a successful governance of IT. Control Objectives for Information and related Technology (COBIT) can be described as an approach to standardize good information technology security and control practices. Which one do you need? Or do you need both? Attend this session to learn more and decide if either one meets your government or business organization's needs.

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.

RETURN TO OVERVIEW

 

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 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.

TaiChi of State IT Project Planning and Budgeting: A Balancing Act

David Miller, Chief, Planning and Project Delivery
State of Nevada

State governments have a range of IT support needs. From local specialized requirements to enterprise IT solutions there are many considerations on how state funds should be spent. Competing perspectives, an evolving governance structure, an enhanced business case methodology, and a new approach to customer needs assessment have all come to play in Nevada's IT project planning. This is a view from the trenches and lessons learned from experience trying to balance the yin and yang of hard dollars and specific technology, with expanding, and sometimes multifaceted state business needs.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Group Process and Facilitation as Essential Tools for Financial Management 

Steven Schafer, IT Administrator for Finance
State of Nebraska

Financial management cuts across every part of an organization and impacts external customers as well as internal constituencies. Success of the financial manager often depends on the cooperation of many people beyond one’s direct authority. This session will discuss the importance of group process and use case studies for illustration.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

IT Asset Management Implementation at the State of North Carolina

David Rossi, Chief Financial Officer
State of North Carolina

In January 2007, a contract was awarded for IT Asset Management (ITAM) software and associated implementation services. The system went live in June 2007 as scheduled for ITS and Phase 1 Consolidation agencies, with additional functionality added over the six months prior to additional rollouts in other state agencies. This session will focus on the benefits received, lessons learned, and process flows required to have an effective enterprise ITAM program.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

Planning the True Cost of IT Services Using the Full-cost Maturity Model

Doug Volesky, Assistant Administrator, Enterprise Services
State of Montana

Are you tired of strained relationships with customers who question your cost recovery methods? Do you struggle to explain your rates to clients, the CFO, the legislature, and other decision makers? Are clients and staff confused about the services that you provide? This session presents a case study of the use of the Full-cost Maturity Model (FMM) at the State of Montana to clear up all these questions and build a transparent cost model. It documents how we used FMM as the basis for a major cost restructuring project, including the development of a new service catalog. We will address where we are in the process, the challenges we faced, what we learned, and the benefits that we have found up to this point.

RETURN TO OVERVIEW

RETURN TO TOP

 

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.

Problem Definition: The Cornerstone of a Sound Government IT Proposal

Clifford Earl, President
Resource Management Systems, Inc.

Defining and proving the "business problem worth solving" is arguably the most important step in IT investment analysis. A properly developed and structured problem statement answers the fundamental question: Why should we do this? It is also the weak-link in the vast majority of IT investment proposals. In this fast-paced, interactive presentation you will learn two practical techniques that can be applied immediately: (1) how to shift the problem frame from IT to the business, and then (2) how to make the business "problem to solve" concrete. Whether you prepare the analyses yourself or coach others, you will leave this session with two techniques that will make a difference in how IT proposals are explained to decision makers.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

Gaining IT Resource Usage and Cost Visibility for Government Organizations

Jason Tanner, Allocate General Manager
NetQoS, Inc.

Many government organizations now desire detailed visibility into the usage and cost of IT resources to facilitate more accurate budgeting and better communications with stakeholders. This presentation offers principles and tips for a successful government project via a case study of a recent project.

RETURN TO OVERVIEW 

 

3:00-3:45 p.m.

Impact of the Common Government-wide Accounting Classification Structure

Chris Gayle, President
GMS

As agencies move to new financial systems, there are challenges with that process. Now that the Financial Systems Integration Office has issued the standard for the Common Government-wide Accounting Classification Structure (CGAC), agencies will have to determine the impact of the CGAC depending on the stage of implementation that they are in. The three stages have unique challenges:
• Pre implementation
• Post implementation
• In process of an implementation

This session will look at:
• Observations and challenges that agencies faced in defining an
  accounting structure before CGAC from specific system implementation
  experiences
• Potential challenges that agencies may face in defining their
  accounting structure after CGAC
• Recommendations to make the process successful post CGAC.

RETURN TO OVERVIEW

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.

Chargeback Rate Development at the State of Oregon

Peter Lundberg, Policy and Finance Analyst
State of Oregon

This session describes the rate development process for a recently consolidated data center environment at the State of Oregon. Assumptions, calculations and cost allocations used in the process are explained.

RETURN TO OVERVIEW 

 

9:00-9:45 a.m.

Performance Measures: Bits, Bytes, Numbers and ... People?!!?

Lora Schneider, Division Manager, Business Services
City of Austin

So, you have performance measures that are S.M.A.R.T. Do they W.O.R.K.? Address the real challenge. Learn why you can't afford to ignore the human element if you want to have effective, useful performance measures.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Wait...I Thought We Had An Agreement for Federal Approval    

Kenneth Hoffman, Principal
Kenneth F. Hoffman, Inc

For years we've talked about the difficulty you've experienced in obtaining Federal approval for your state government IT chargeback program. But what happens when there is a Federal objection to your chargeback methodology after you have reached an agreement with them? Can they really make you reopen and renegotiate your chargeback program subsequent to their granting a final acceptance of your cost allocation plan? Let's review the formal rules and latest decisions on this growing problem.

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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: