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2008 SanAntonioConferenceAgendaSeminars

THE WORLD OF

IT FINANCIAL MANAGEMENT

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

Agenda

Seminars and Workshops

 

Monday, March 10

Tuesday, March 11

7:00 am

Conference Registration and
Full
Breakfast Buffet

Conference Registration and
Full Breakfast Buffet

8:00-11:45 Current Financial Issues for CFOs, Controllers and Financial Managers Seminar  Financial Managers: Understanding Yourself, Your Employees & How to Make Changes Seminar  
  Building the Financial Business Case for IT Seminar Achieving Business Value with Your Vendors Seminar
  Best Practices for Designing and Implementing Performance Measures Workshop   IT Budgeting and Financial Planning Seminar  
     
12:00-12:45

Buffet Lunch
(Not available to family/guests)

Buffet Lunch
(Not available to family/guests)
 
1:00-3:45 Best Practices for Maximizing Return on Software Asset Management Initiatives Workshop How to Implement Metrics for IT Service Management Workshop  
  Consolidated Data Centers and Rate Development Seminar   How to Measure Anything: A Practical Workshop  

 

Determining True Unit Cost Per Service Workshop   Implementing a Performance Management Plan Seminar 

Other San Antonio program agendas:

IT Financial Management for Controllers and CFOs Conference
Government IT Financial Management Conference
IT Asset Management Conference
IT Performance Management and Benchmarking Conference

 

Monday, March 10

7:00-8:00 a.m. 

Conference Registration and

Full Breakfast Buffet

 

8:00-11:45 a.m.

Current Financial Issues for CFOs, Controllers and Financial Managers Seminar ( 4 hours)

Brian Jeffery, Managing Director, International Technology Group and
Bob Simko, Executive Director, International Technology Group

Managing IT Risk: New Trends and Approaches. This session examines recent trends in quantifying and managing IT risk across such domains as security, privacy, disaster recovery and compliance. Learn about recent regulatory and legal developments as well as new integrated approaches to developing risk exposure models and mitigation strategies. The results of new ITG research in this area are presented.
Bots, Breaches and Bagmen: The Changing Information Security Threat Matrix. This session discusses new trends in security exposure, including the growth of new forms of cyber crime; evolving forms of malicious code ("malware”) such as viruses, worms and bots; and the growing threat of legal and regulatory action under state data breach laws. Implications for users are outlined, and technical as well as organizational approaches to addressing these threats are discussed.
Reports and Reporting: Changing Applications and Technologies. This session examines recent shifts in management as well as statutory reporting, and outlines the integration of increasingly sophisticated business intelligence and intranet technologies into conventional reporting systems. Moves toward integration of financial and non-financial metrics, real-time reporting and closing cycle trends, the growing importance of managing restatement processes, and other topical subjects are discussed.
Database Wars: How to Profit From Market and Vendor Trends. Recent trends in database technology and applications, as well as in vendor pricing and business practices are reviewed. This session covers the leading database players – IBM, Microsoft and Oracle – as well as the growing market penetration of the "open source” MySQL database. The conclusion is that users can improve their bottom lines by more effectively exploiting the pattern of increasingly aggressive vendor competition.

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8:00-11:45 a.m.

Building the Financial Business Case for IT Seminar (4 hours)

Rebecca Wettemann, Vice President
Nucleus Research

Calculating the ROI and delivering a credible financial business case has become a critical part of every technology purchase, and IT departments are increasingly under pressure to cut costs and prove the value of their services. You will learn how and when to apply metrics such as ROI, TCO, NPV, and Payback during the assessment process and how to use these metrics to effectively negotiate with vendors during the purchase phase. You will also learn how to use ROI to assess when to upgrade an application and when it has reached its useful life and should be retired. Each attendee will receive a free copy of Nucleus Research's industry-leading ROI analysis tool that may be used for your own internal assessments. Upon completion, you will be able to:
• Apply financial metrics to the assessment process
• Measure direct and indirect benefits
• Assess worst-case scenarios
• Negotiate with vendors to maximize benefits
• Develop an accurate business case the CFO will trust
• Establish a company wide ROI process
• Set financial milestones for project deployment
• Assess the real value of a solution upgrade
• Minimize financial risk

RETURN TO OVERVIEW

 

8:00-11:45 a.m.

Best Practices for Designing and Implementing Performance Measures Workshop (4 hours)

Andrew Muras, Vice President
BAE Systems Analytical Solutions

As implementation and support costs have skyrocketed, IT is constantly being asked to prove their value to the business and measure their performance. But where do you start? What tools should you use? Should you consider outsourcing? How do you better manage costs and expectations? What do you measure to really be meaningful and show value? These are just some of the questions asked by top management and customers. To be effective, performance management systems must measure the right things, be coupled with process improvement and link to the strategic goals of the organization. Performance management systems allow IT and their customers to communicate on a common basis, help resolve misunderstandings and support buy-in throughout the organization. They are also essential to managing your organization (including outsourcers) and controlling costs. This interactive workshop will use case study examples to show you where to begin and how to improve your performance management process. Specific topic areas will include:
• The basics for effective performance management
• The three questions you need to ask for each of your metrics
• Using the key tools in performance management: balanced scorecards
   and activity analysis
• Tips for successfully implementing a top-down/bottoms-up approach
• Keeping it simple and quick for getting results in 3-5 days
• Linking measurement systems, cost drivers and process improvement
  for transforming the organization
• Developing service level agreements and unit costs
• Benchmarking internally and with external service providers
In addition, each participant will also be sent a free software package to help analyze your processes and products and develop effective performance measures.

RETURN TO OVERVIEW

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12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

1:00-3:45 p.m.

Best Practices for Maximizing Return on Software Asset Management Initiatives Workshop

Signe Marie Stenseth, Business Development Manager
OpeniT, Inc

Most organizations start Software Asset Management initiatives in response to external requirements, like Sarbanes-Oxley Act or fear of software audits by vendors. The basic question being asked by vendors and the law is this: Have you purchased what you are using? There is an implicit assumption in this that users may be using more than they have purchased. This question turns asset managers into bookkeepers, and bookkeeping is a complicated and necessary task in any organization. But bookkeeping alone has very limited scope for value creation for any company.

IT asset managers should instead turn the question around and ask: Are we using what we have purchased? The implicit assumption here is that asset efficiency is very important for the organization and that organizations tend to purchase more that what they use. The main focus should therefore be on what happens to the IT asset once it is purchased through the whole life cycle of the IT asset. Asset Managers then need to look beyond inventory and compliance, and focus on how useful the IT assets are for the global business. How, when and by whom are they used? Which IT assets are not used or are underutilized? Can we standardize or consolidate? How can we support operations in increasing assets and users efficiency for our organization? To be able to do this, companies need to include software usage metering into their software asset management Initiatives. With usage metrics IT asset managers can truly start to manage IT assets, avoid future costs and risks and create business value.

This workshop will focus on best practices and real case studies showing how software usage metering can be part of a mature software asset management program and how this affects the overall value and return on investments to these programs.

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1:00-3:45 p.m.

Consolidated Data Centers and Rate Development Seminar (3 hours)

Peter Lundberg, Policy and Finance Analyst
State of Oregon
 

In 1995 the recommendation was made to take the State of Oregon's 12 largest data centers and consolidate them into a single building. This enterprise move was made on the premise that there would be considerable short-term savings, large long-term savings, more efficiency and network security. Consolidation started with a "lift and drop”. This was the physical move of hardware and software. The problems encountered and the scope of the project that should have been resolved in the business case prior to the approval of the consolidation will be briefly described. This seminar presents an analysis of the expenses for the newly consolidated data center for the State of Oregon. The step-down approach used for the allocation of administration and overhead costs are explained. Rate calculations and assumptions are shown for each service offered by the data center.

RETURN TO OVERVIEW 

 

1:00-3:45 p.m.

Determining True Unit Cost Per Service Workshop (3 hours)

Ron Bradley, Senior ITFM Consultant
Lontra, Inc.
 

This hands-on workshop addresses the foundation of the ITFM Capability Model, Unit Cost Modeling. IT organizations need to understand the cost of delivering services to their customer so they can benchmark and trend their performance against industry standards. Without accurate unit costs, it is impossible for IT executives to determine if IT cost increases are due to increased delivery costs or the increases in the demand for IT services. Establishing the capability for service-based unit costing where IT services are defined in a customer-friendly fashion, provides a platform for IT cost transparency and subsequently supports a better relationship between IT and their customers. This rich data allows IT executives to trend their unit costs against both internal historical and external industry benchmarks, to improve their strategic decision making capabilities, and to better support the business.
What you will learn at this workshop:
• Drivers and benefits of unit costing
• Steps for building the model
• Detailed review of drivers and common cost models
• Best practices for unit cost modeling
• Enablers to sustaining fine-grained unit cost models

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Tuesday, March 11

7:00-8:00 a.m.

Continental Breakfast

 

8:00-11:45 a.m.

Financial Managers: Understanding Yourself, Your Employees & How to Make Changes Seminar (4 hours)

Timothy Partlow, President
Partlow Consulting
 

Personality Profiles. Understanding your personality preferences and those of your co-workers can improve your interpersonal abilities, teamwork, communications and negotiations skills. This two-part session will explore the four basic personality types and how they interact and react to each other.
Change. We all feel the impact of change. In fact, we often complain that there is too much change happening. In reality, change must occur if we want improvement. This session helps us understand what happens when a change takes place, discusses how to reduce the impact of change and what the best ways are to implement change using Models from Main Event Management’s Model-Netics (a Management Development Course).
Change Agent. Implementing change programs is critical to the success of the IT Financial Manager. However, implementing these programs is not necessarily an easy or natural activity for us "accountant types." This session explores how you can embrace and take on the role of Change Agent.
Only participants enrolled in this seminar will receive a free copy of the DiSC Classic Profile, so be sure to sign up specifically for this seminar when you register for the conference by phone or electronically. The DiSC Classic Profile is a 20 page booklet with self-assessment and learning tools. The foundation of personal and professional success lies in understanding yourself, understanding others, and realizing the impact of personal behavior on others. For nearly 30 years, the DiSC Classic Profile has unlocked the door to productive communication and relationships through its DiSC Dimensions of Behavior learning approach. Over 40 million people worldwide have taken the DiSC Classic Profile to reduce conflict & improve interpersonal communication.

RETURN TO OVERVIEW 

 

8:00-11:45 a.m.

Achieving Business Value with Your Vendors Seminar (4 hours)

Rebekah Krupski, Manager, Vendor Management
A.G. Edwards Technology Group, Inc.
 

Vendor Management Overview and Best Practices. This interactive session will discuss the basic principles of vendor management and address specific items in the following areas:
• What is Vendor Management? – Establishing a common definition
• Why Do We Need Vendor Management? – Proving it isn’t just an
   industry buzzword
• How Do We Get Started? – Seeking executive commitment
• What If There Isn’t A Formal Vendor Management Program at My Firm?
   – Instilling Vendor Management into Your Daily Routine
• Is My Business User Helping or Hurting My Vendor Management Efforts?
   – Equip your fellow employees with practical guidelines for working with
   vendors and leading them through cultural change
RFI or RFP? This session will compare and contrast the Request for Information (RFI) and Request for Proposal (RFP) tools. It will provide guidelines for when to use an RFI or RFP (including the business purposes), topic areas that should be addressed in both, and some alternative formats that have proven beneficial at A.G. Edwards & Sons.
Vendor Relationship Governance – A Case Study. In this session, you will learn how A.G. Edwards & Sons introduced relationship management within their firm. You will hear about the associated research activities, documentation, socialization, and ongoing administration associated with relationship management. Additional discussion topics include:
• The specific roles used in Vendor Relationship Governance
• The organization model and responsibilities associated with the
   Governance Model
• The appropriate skill set for Vendor Relationship Governance
• Communication strategies for Vendor Relationship Governance
• Updating our documentation and processes
• Lessons learned in the initial implementation and beyond

RETURN TO OVERVIEW

 

8:00-11:45 a.m.

IT Budgeting and Financial Planning Seminar (4 hours)

John Chambers, Principal of JCC Executive Partners, TM Software
Brian Jeffery, Managing Director, International Technology Group
Mark Nadolski, IS Financial Reporting Manager, Northwestern Mutual
Bob Simko, Executive Director, International Technology Group

Impact of Corporate Culture on IT Financial Budgeting and Planning Processes. This session will identify the challenges inherent in project prioritization and seemingly uneven allotment of SGA budgets for department leaders. A methodology and a framework for ensuring that the corporate budget is perceived and recognized as "everybody’s budget" is presented. Hear how the culture of the company has a direct impact on achieving its budgetary expectations and how culture can objectively drive company performance.
IT Planning 101: Managing the IT Bottom Line. This session reviews industry experiences with and trends in IT planning, and discusses why many organizations have difficulty developing realistic IT plans. Recent industry trends are discussed and case studies and examples are used to illustrate the issues that organizations must deal with to develop effective IT plans in their own organizations.
Gaming the IT Budget: How Budget-centric Planning Can Increase IT Costs. This session reviews trends in IT budgeting and planning, and shows that excessive focus on meeting short-term budget targets can drive up long-term IT costs unnecessarily. Short-term versus long-term IT cost structures are discussed, and how vendors often succeed in gaming budgetary processes to their benefit is shown. Examples of such gaming in servers, storage and software are provided. The results of new ITG research in this area is presented.
A Case Study in Building an IT Operating Budget. Take a journey through a large insurance company’s approach to developing an IT operating budget. Use available time logging information to develop rates, charge project and support costs, and estimate future staff needs. Learn about a time-tested approach to estimating on-going support costs. Develop a summarized approach to communicating budget drivers in easier business terms. Described techniques are intended to simplify the approach to budgeting even though a budget may be very large.

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12:00-12:50 p.m.

Buffet Lunch (Not available to family/guests)

 

1:00-3:45 p.m.

How to Implement Metrics for IT Service Management Workshop (3 hours)

David Smith, President
Micromation, Inc.
 

This workshop is based on the speaker's new book entitled "How to Implement Metrics for IT Service Management". The premise is "you need to be able to identify, measure and communicate the metrics that reflect the benefits that IT is delivering to the business units as a result of your investment in ITIL/ITSM processes and technology.” This interactive workshop will enable the recipient to understand and capture the metrics required to effectively and efficiently run their IT environment. The workshop will encourage open discussion and dialog to facilitate internalization of the methodologies, tools, and techniques to enable the attendee to be immediately productive upon their return to the office. This workshop will present a methodology, tools and techniques used to measure and report a complete set of metrics for IT Service Management (ITSM) to improve performance over time that is based on the ITIL framework.  Practical examples will be used to illustrate the methods used to develop, maintain and report performance measures for ITIL/ITSM through role based scorecards & dashboards.
How you will benefit:
• Learn how to measure and communicate the benefits of your ITIL/ITSM
  delivery capability in terms that Senior Executives typically look for
• Learn a practical working approach for improving your ITIL/ITSM delivery capability
• Gain experience with several working models for measuring and
  assessing the health of your processes and trouble-shooting hot-spots
  requiring attention
• Walking away with lots of usable measurement intellectual capital

What will be covered:
• Basic measurement concepts: core elements and scorecard techniques
• ITIL/ITSM process maps for operational, tactical and strategic services
• Measurement life-cycle of monitoring, analysis, tuning and process improvement
• Costs, benefits and common problems
• Implementing and optimizing the measurement system

RETURN TO OVERVIEW

 

1:00-3:45 p.m.

How to Measure Anything: A Practical Workshop (3 hours)

Charles Johnson, President & CEO
CNJohnson & Associates

This workshop is a combination lecture and group discussion to allow you to find out how other IT organizations measure and analyze their costs and how the costs are used for the numerous purposes in the financial management of IT. The workshop will discuss how various measurement and analytical techniques are computed and used for financially planning, controlling, pricing, evaluating and making decisions involving the budgeting, acquisition, utilization, performance, disposition, replacement and outsourcing of IT hardware, software, personnel and facility resources. This comprehensive overview will cover the distinction between managerial and financial accounting as well as analytical techniques such as cost benefit analysis, simple rate of return, internal rate of return, net present value (NPV), NPV Profile  (graphical analysis), payback period, Total Cost Approach, Incremental Cost Approach, and post-audit of investment projects. Cost issues of outsourcing (make or buy analysis) and in-sourcing (full utilization of resources) are explained. Also discussed are the various cost measurement techniques and how to compute them. These include resource cost, activity-based cost, product (business unit) cost, decision-making costs (sunk costs and incremental costs). Whether you are new to IT financial management or need to compare your financial techniques and procedures to your peers, this workshop is worth attending.

RETURN TO OVERVIEW

 

1:00-3:45 p.m.

Implementing a Performance Management Plan Seminar (3 hours)

Dana Risley, National Technical Consulting Manager
PAETEC Communications

This three-part progressive seminar will discuss methods and demonstrate actual tools used to implement and sustain a performance management program for IT Service Support and Communication Service Delivery teams in corporate and government organizations. The progressive suite of seminars will provide attendees:
• A sample outline of the responsibilities for the various IT Service
   Support and Communication Service Delivery teams
• A presentation and detailed explanation of a structured methodology
  and illustrations of reports and dashboards to help Communication
  Service Delivery teams improve their performance within the organization.
• A structured methodology, sample reports and dashboards that will
  enable IT Service Support teams to proactively contribute to the performance
  of the Communication Service Delivery teams.
Implementing Performance Management. This presentation will provide information to help IT Service Support and Communication Service Delivery teams properly prepare for implementing and sustaining a performance management program as it relates to the typical 30-day (monthly) cycle of managing communication services. The presentation will outline a framework of the typical business requirements and production issues involved in managing these operations. The presentation will also define the primary roles, responsibilities and inter-dependencies for each entity.
Measuring Performance of Service Support Teams. This segment of the presentation will outline the steps and the key performance metrics related to each primary Communication Service Delivery business operation. Reports and dashboards will be used along with explanations of Key Performance Indicators that will help organizations understand how to effectively leverage technology to analyze the financial and operational effectiveness of your organization.
Using IT Service Delivery to Improve Performance. Performance measurement is not just limited to the end-users of the application. It is an on-going process that requires proactive engagement by IT Service Support and cannot be limited to only troubleshooting a reported problem. This presentation will outline a chronological strategy and illustrate how to use reports and dashboards to address the following challenges that can adversely affect service delivery and a performance management program: tuning user activities; identifying contentions within an application infrastructure; and analyzing trends to help optimize a data model.

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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: