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2008 SanAntonioConferenceAgendaForITAssetMgt

THE WORLD OF

IT FINANCIAL MANAGEMENT

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

Conference Agenda

IT Asset 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 Next-Generation IT Asset Management   Funding IT: Balancing Capital, Budgets and Leasing Options    Asset Portfolio Management 
9:00-9:45 Gaining Senior Management Approval for Negotiated Deals   Software Contract Negotiations Capabilities   Winning Strategy for Cost Control and Service Improvement of Printer Assets  
10:00-10:45 Cost Savings from Quantifying Business Value   Asset Management: The Information You Need From Your Data   Using Asset Intelligence to Reduce IT Costs  
11:00-11:45 A Strategic Approach to IT Financial Management   IT Asset Management – The Key to IT Financial Management   
     
12:00-12:45

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

Buffet Lunch (seating)
(Not available to family/guests)
1:00-1:45 Rooting for the Right Cause: Taming the CMDB   The Role of IT in Capturing Merger and Acquisition Synergies    
2:00-2:45 Asset Management and Chargeback Working Together    Case Studies of Telecom Expense Management    

3:00-3:45

Software Asset Management: Role of Software Usage Metering    Financial Governance for IT Outsourcing Contracts and Realizing the Value of the Business Case    
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
Government IT Financial 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.

Next-Generation IT Asset Management

Paul Burns, Senior Analyst
Enterprise Management Associates

In the fourth quarter of 2007, Enterprise Management Associates (EMA) conducted primary research to uncover how real-world enterprises are rethinking their IT asset management strategies. For this new study, EMA surveyed approximately 100 qualified IT professionals involved with asset management, service management, or IT financial management. The relevant findings – including evolution and convergence of asset, service and financial management – will be presented as part of this presentation.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Gaining Senior Management Approval for Negotiated Deals

Gary Beary, President & CEO, and Michael Ciavarra, Partner
Contract Improvement Group

This session will examine the hurdles that IT and Procurement middle managers face in gaining senior managers' approvals for the deals they have negotiated. The roles of stakeholders in varying organizational structures will be exposed along with a discussion of their differing priorities and value sets. A case study of an actual software deal valued at about $100 million will be used to demonstrate key points.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Cost Savings from Quantifying Business Value

Penny Collen, Senior Consultant
IBM Corporation

Managing the cost of technology is only half of the benefit to be gained from a solid base in activity based costing. Quantifying the benefits realized by improvements in people, processes and technology is the other half. Walk through the steps one company is using to identify those benefits and reach commitments to use those savings for corporate expansion.

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

A Strategic Approach to IT Financial Management

Randy Leiser, Principal
Golden Creek Management and Capital Solutions, LLC and CFO in Residence at Planview, Inc.

CEO’s participating in The Conference Board’s 2007 CEO Challenge survey chose keeping consistent execution of strategy by top management as their third greatest concern from among 121 different challenges. Financial management has an inherent influence on the development and management of an enterprise’s strategic plan. Undeniably, IT is an integral and vital component of that plan. While every company has an overall enterprise approach to financial management, that approach typically follows its functional or organizational hierarchy which fundamentally limits strategic alignment. Fortunately, in addition to this organizational approach there is a strategic approach that works alongside it to improve strategic alignment and financial transparency, and ultimately, to deliver higher enterprise value. A strategic approach to financial management transcends organizational boundaries by developing and managing the plan along a cascading strategic hierarchy using the disciplines of portfolio management. This session will discuss the considerations for establishing a strategic approach to financial management.

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.

Rooting for the Right Cause: Taming the CMDB

Robert Stroud, ITSM and ITG Evangelist
CA, Inc.

Configuration management database (CMDB) is currently all the rage! CMDB solutions can do more than just manage change and configuration information. They can greatly improve organizational effectiveness in root cause analysis and problem management to weed out expensive recurring problems. By turning the power of CMDB towards improving the process of problem management, IT can significantly reduce business disruption risks, excessive support costs, and distorted IT measurement indicators. This session will discuss leveraging the CMDB and the configuration management process to deliver value in the IT environment incorporating all aspects of IT management.

RETURN TO OVERVIEW 

 

2:00-2:45 p.m.

Asset Management and Chargeback Working Together

Gary Pereyo, Senior Consultant
IBM Corporation

Asset Management and Chargeback should work hand in glove to provide a complete picture of chargeable resources. Often this is not the case. This session will discuss the ways that an Asset Management System can make the Chargeback Administrator’s job a lot easier… and the who, what, why, when and where of having your Asset Management and Chargeback systems share information.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Software Asset Management: Role of Software Usage Metering

Signe Marie Stenseth, Vice President
Open iT, Inc.

Some organizations only start to perform Software Asset Management in response to external requirements, like Sarbanes-Oxley Act and fear of software audits by vendors. This presentation will illustrate why Software Asset Management including Software Usage Metering is critical to reduce future software and maintenance costs, lower IT administration costs, improve asset and end-user efficiency and align IT to business objectives. This all adds up to much more business value than strictly focusing on risk mitigation.

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

RETURN TO TOP

 

5:00-7:00 p.m.

WSG, Inc. Reception

Please join WSG, Inc. Wednesday 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.

Funding IT: Balancing Capital, Budgets and Leasing Options

Joe Pucciarelli, Program Director
IDC

Many organizations have realized that IT is a consumable asset; that is, as IT equipment ages, it generally requires more maintenance and support, and have begun managing it accordingly. During this session we will review IT portfolio management strategies, lease versus ownership models and technology lifecycle management programs – all designed to help organizations optimize the capital/expense trade-off. In addition, we review emerging new FAS 13 lease accounting requirements.

RETURN TO OVERVIEW

 

9:00-9:45 a.m.

Software Contract Negotiations Capabilities

Gary Beary, President & CEO, and Michael Ciavarra, Partner
Contract Improvement Group

This session will explore the pro's and con's for IT and Procurement organizations to engage a third party to assist with deal-making. Considerations around the size of the deal, the capabilities of the vendor's sales team, and the risks and potential rewards of each approach will be explained. A model cost/benefit analysis will be articulated that can be customized by individuals to be helpful in making this decision.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Asset Management: The Information You Need From Your Data

Sid Finehirsh, President and Norman Dee, Senior Consultant
The CMX Group

Many corporations have a split approach between physical inventory and asset data. Often the two cannot be related let alone be used to automate the processes of building and maintaining cost models, corporate reporting, and regulatory compliance. ITIL’s promise of one-stop shopping in a centralized configuration management database (CMDB) has been a long-term nearly unattainable ideal that has resulted in companies settling for heterogeneous, federated solutions trying to link critical data components. This presentation will cover:
• Data IT managers need from
   - Physical inventories
   - Asset systems
   - Legal systems
   - Key linkages
• Information stakeholders
• The processes needed to ensure data accuracy and timeliness
• Simple formula determining an ROI on Asset Management

RETURN TO OVERVIEW

 

11:00-11:45 a.m.

IT Asset Management – The Key to IT Financial Management 

Charles Johnson, President & CEO
CNJohnson & Associates

 

This session discusses the important role IT Asset Management (ITAM) plays in Total IT Financial Management. ITAM is critical to several IT financial functions. We will explore the various interactions ITAM has to these functions. Find out how others are doing things in asset management through the session's questions and answers.

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.

The Role of IT in Capturing Merger and Acquisition Synergies

Eugene Lukac, Specialist Leader
Deloitte Consulting LLP

Merger and acquisition (M&A) activity is at historically high levels. IT departments play a key role in M&A integration, helping business areas capture business synergies, while securing IT assets and capturing synergies within IT. This session describes what IT must do to help the organization meet its M&A goals, and to track its contribution in a meaningful way. The session also provides suggestions for how IT leaders can best prepare for M&A success.

RETURN TO OVERVIEW

 

2:00-2:45 p.m.

Case Studies of Telecom Expense Management

Robert McMullen, CEO
Control Point Solutions

This session focuses on the methods to increase ROI while understanding how to better optimize telecommunication resources. A discussion is facilitated with two success stories presented directly by the companies who have deployed telecom expense management solutions. Learn how to achieve real savings within the first year and develop a strategy for on-going return.

RETURN TO OVERVIEW

 

3:00-3:45 p.m.

Financial Governance for IT Outsourcing Contracts and Realizing the Value of the Business Case

Vicki Cook, Advisor
TPI, Inc.

You just saved a bunch of money on your car insurance, but what about for your outsourcing deal? This session will highlight and discuss the key concepts and best practices in Financial Governance for realizing the proposed value on an outsourcing arrangement. Discussion topics will include guidance for establishing and staffing the client financial governance organization, advice for developing and implementing key business processes, and a review of methodologies used to measure financial performance and target common areas of value leakage.

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.

Asset Portfolio Management

Paul Robuck, Territory Manager
AMI Strategies

Asset Portfolio Management (APM) is the methodology by which organizations can effectively manage their fixed assets throughout the entire lifecycle in order to maximize the return on investment. APM inventories your assets, enforces business processes, and tracks contractual and financial obligation to individual assets. This session will address portfolio analysis, individual asset tracking, predicting future asset costs, UCC management, maintenance tracking, contract organization, reducing contract penalties, lease monitoring, pre-audit reporting, reducing environmental risk, validating invoice accuracy, allocating costs back to the appropriate organization, and vendor management.

RETURN TO OVERVIEW 

 

9:00-9:45 a.m.

Winning Strategy for Cost Control and Service Improvement of Printer Assets

Rakesh Mahajan, CEO/President
Netaphor

This session provides case study examples how organizations with as few as 250 printers and up to 5,000 printers have aligned their printer fleets to achieve business goals. What steps they took and the tools they use to maintain and validate cost control, service performance and governance are discussed.  Focus is given to what data and analysis is needed and how to formulate a governance plan over internally or outsourced managed printers. Insight in ways to manage relationships with outsourcers is covered.

RETURN TO OVERVIEW

 

10:00-10:45 a.m.

Using Asset Intelligence to Reduce IT Costs

Lane Shelton, Vice President
Scalable Software

Most organizations overbuy licenses for 60 percent of their software portfolios. Even those that have spent millions of dollars deploying complex IT asset management systems, struggle to control the costs of their IT environment. The reason? These systems fail to provide the detailed, comprehensive hardware and software usage information required to identify cost savings opportunities. Learn how forward thinking companies are combining industry-leading usage tracking capabilities with cost management approaches for immediate ROI.

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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: