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Workshop and Seminar Agenda

Monday, July 14

7:00-8:00 a.m.

Conference Registration and Full Breakfast Buffet

8:00-11:45 a.m.

Crafting a Cost System from Beginning to End Workshop (4 hours)

Michael Davis, Consultant

Resource Guidance, Inc.

It is very difficult to create an IT cost system from scratch without any knowledge, understanding, and above all, fortitude. While the latter cannot be taught or purchased, the other requirements can be fulfilled through the acquisition of knowledge. A quick internet search will show there is information available on this subject, but it is vague, disjointed, and often times not relevant. What is lacking is a high level understanding of what is needed to craft a cost system.

This workshop is primarily designed for those who are contemplating the use or formation of an IT cost system. During the workshop, we will review the stakeholders, perspectives, and expectations that are part of any IT cost system. Once understood, this information can be used to define the constraints for what can be reasonably delivered, and allow for the process to move forward. Knowledge makes the task easier, and to that end the following are some of the topics that will be covered in this interactive workshop:

  • Traditional cost system issues and expectations, and by whom
  • Define and discuss the various forces that influence any cost system
  • Identify the difference between expectations and reality, and how to manage them
  • Identify strengths and weaknesses in regard to being cost system ready
  • Identification and solutions to key implementation issues.

An IT Service Catalog Blueprint Workshop (4 hours)

Penny Collen, Financial Solutions Architect

Cloud Cruiser

The IT Service Catalog provides a window into the technology operation, and describes what services are available for clients. In its earliest forms, the service catalog was merely a price list, published for financial planning purposes. Changes in service management approaches and technology have made service catalogs an integrated part of planning and provisioning. Have you heard statements like these in your organization:

  • How do I build a service catalog?
  • How should my service catalog relate to my cost model?
  • How do my service level agreements relate to the service catalog and the cost model?
  • What do other organizations’ service catalogs look like?
  • How can I leverage my service catalog as a communications tool?
  • How do I update the service catalog as technology changes?

This workshop will provide a blueprint for identifying services, creating a catalog and adapting that catalog as your organization adopts new technologies such as Cloud. Bring your questions and your success stories to share during this interactive session.

Talking the Talk in the World of IT Financial Management Seminar (4 hours)

Charles Johnson, President and CEO

CNJohnson & Associates, Inc.

@*This introductory communications seminar will explain in non-technical terms the disciplines (concepts/techniques), acronyms, and terms relevant to IT financial planning, controlling, pricing, evaluating and decision-making. This is also a chance to bring a list of those vague financial terms and concepts you hear at work to learn how the instructor and others in the workshop interpret them in their organizations. If you have little background in finance, financial management or IT financial management, this seminar is an excellent introduction to the financial terms and disciplines used in the field of IT financial management. Those who will benefit most from this seminar are those who:

  • want to learn the language of the CFO, controller and financial directors and managers to communicate better
  • work in a department that frequently deals with IT finance personnel
  • work in corporate finance and are not familiar with the financial concepts unique to the IT financial area
  • came into the financial side from the technical side of their organization
  • moved internally between financial departments and now involved with different financial disciplines, e.g., moved from financial planning to the chargeback area
  • recent college graduate, since IT financial management is not taught at universities
  • came to a company where various financial concepts and techniques are used that were not in place at their previous company
  • moved from a small company to a medium or large organization where many more of the IT financial disciplines are in place or practiced and done in a broader manner and at a more detailed level

The purpose of the seminar is to make you conversant at a high level about IT finance without getting into the nitty-gritty details and technical aspects. The latter is the purpose of the three days of conference sessions.

12:00-12:50 p.m.

Buffet Lunch

1:00-3:45 p.m.

Cost Model Mechanics: the Impact of Allocation Methodologies Workshop (3 hours)

William Miller, Partner

Proven IT Finance

This workshop will explore the various ways to move money through a company and the impact each method has on your IT Financial Management cost model. We will focus on the impact that allocation methods have on an organization's ability to understand the true drivers of IT expense and to make decisions that drive the outcomes business and IT leaders are seeking. You will work on case studies of IT expense allocation methods and compare the output results to determine the best method for aligning the various expense categories. This workshop is excellent for beginners working out cost model approaches as well as seasoned professionals looking for new ways to mature their current cost model.

Effectively Designing & Implementing IT Financial Planning & Analysis Solutions Workshop (3 hours)

Rajesh Chopra, Vice President, Strategic Services

Linium, LLC

Which technologies should my organization be using to support Financial Planning & Analysis (FP&A) efforts? How can we develop a strategic blueprint and ROI for a successful transformation? How have other companies successfully selected, designed, and deployed technologies in an effective manner? These are just a few of the questions that will be addressed throughout this workshop that will focus on the benefits of implementing an effective FP&A transformation within your organization. You will learn how to identify tangible, actionable steps to improve FP&A efficiency, reduce cycle time, and improve accuracy, as well as understand the top priorities of FP&A technology enablement and strategies to move forward.

Budgeting: What You Plan to Spend, Not Just What You Want to Spend – a Training Workshop (3 hours)

N. Dean Meyer, Author, Internal Market Economics

NDMA

Presenting your budget in a different format can change the CIO’s dialog with the business. It can build trust through transparency.  It can induce business clients to defend the IT budget. It can link IT funding to the needs of the business and to strategic investment opportunities. It can align IT priorities with business strategies. It can manage expectations. And it can ensure funding for critical investments in infrastructure and innovation. In fact, effective budgeting delivers many more benefits than transparent, after-the-fact cost accounting (and it’s less costly to implement).  This workshop explains the concept of investment-based budgeting, its value, key things you need to consider in developing your budget, and a step-by-step budget-planning process.

  • The concept of investment-based budgeting: turning the budget on its side
  • The value to your CIO, your CFO, and your business clients
  • It’s not just cost trends but all the things you need to consider in developing an investment-based budget (and in choosing tools)
  • How to plan an investment-based budget – a step-by-step process

Tuesday, July 15

7:00-8:00 a.m.

Conference Registration and Full Breakfast Buffet

8:00-11:45 a.m.

Financial Management Best Practices in Large IT Environments Workshop (4 hours)

Robert Mischianti, Vice President

Nicus Software, Inc.

Would you like to learn how other companies handle their IT Financial Management? Are you interested in hearing real-world examples and use cases? If you do, come and hear about best practices and actual use cases based on the speaker's years of experience in IT Financial Management. You are encouraged to share your experiences too. You will learn about:
• Practices being used by leading organizations
• What is and is not working in IT Finance practices
• Key benefits to be realized from a quality IT Finance operation
• Key elements of success in IT Financial Management

The following financial disciplines will be featured:
 • Financial Forecasting
 • Financial Reporting
 • Chargeback/Allocation
 • Software Capitalization
 • IT Governance
 • Cost Benefit Analysis
 • Benefit Realization

State of the Art in IT Vendor Management Workshop (4 hours)

Jon Maxim, President

Maxelerate Systems Ltd.

IT Vendor Management is the flipside to IT Sourcing and Procurement. While there is a perceived value in negotiating and achieving savings during the procurement phase, it has been established that there is even more impact by implementing good IT Vendor Management. There are commonly held beliefs that there are Best Practices for IT Vendor Management. There certainly are several excellent practices to be followed. However, what are best practices for one organization can be actually counterproductive for others. This session will enable you to catch up to the state of the art in IT Vendor Management. It is based on the experience of the instructors in implementing and observing the impact of current and new Vendor Management practices at many different large corporations.

Optimizing IT Supply Chain Cost Models Workshop (4 hours)

Jeff Gill, CIO

Corporation Service Company

This discussion draws from industry best practices and leverages a lightweight cost-performance framework to optimize the IT supply chain. Starting with Telecom Expense Management essentials and working through complex negotiations with large vendors, the IT Financial Manager is able to provide clear performance expectations and well-known metrics for measuring IT supplier performance. This model has proven effective with global CIO's in business organizations and cash-strapped non-profit IT organizations. The workshop will consist of hands on walk-throughs of the essential elements of an effective vendor performance strategy in line with a simple cost management model.

12:00-12:50 p.m.

Buffet Lunch

1:00-3:45 p.m.

Adding Risk Management to the IT Financial Manager’s Portfolio Workshop (3 hours)

Steven Schafer, IT Administrator for Finance

State of Nebraska

“The only thing we have to fear is fear itself.” Really? Well, maybe not, but what things should we fear the most and how much protection should we buy? This introductory session on risk management will discuss several risk management frameworks (COSO, COBIT, ISO31000) and put them in the context of the broader duties of the IT financial manager. We will discuss ideas for integrating risk management into existing planning and budgeting processes, share insights into categories of risks unique to IT, and provide sources of information, especially for those just getting started in the risk management discipline.

Best Practices for IT Business Case Development and Management Workshop (3 hours)

Suraj Nekram, CEO

INPENSA

Decision makers must have the relevant information needed to rationalize their investment opportunities. In most cases they must make decisions against competing investments in order to optimize use of their limited funds. In this workshop you will learn how leading organizations are managing their business case development and approval process to maximize their investments. Learn about best practices to standardizing your business cases and getting results that can improve the decision making process. Learn some of the common challenges (listed below) and how to overcome them.

  • Lack of standardized process leading to data quality issues and delays
  • Process is lengthy with roles not clearly identified
  • Cannot compare like-for-like financials—multiple spreadsheet templates
  • Version control is difficult are creates error s during the revision process
  • Lack of approval workflow, scenario analysis and automated reporting
  • No source system—dependency on Excel, Word and PowerPoint (no follow through post approval)
  • No way to drive accountability—lack of governance and follow through process

Also, gain insights into standard accounting practices, calculating ROI, NPV and payback periods. Learn how to rationalize business cases (investments) and allocate scarce resources to projects that will deliver the highest outcome.

ITaaS Transformation: Service Strategy, Definition and Costing Workshop (3 hours)

Mary Lou Alter, IT Transformation – Operating Model Lead and

Neil Thibodeau, Senior Director, IT Business Management

EMC Corporation

IT as a Service (ITaaS) is a fundamental shift in the delivery model of IT services to the business. It requires transformation not just in enabling technology and processes, but also in how services are architected and costed. The aim of this half-day workshop is to provide a real-world example of how services are architected, defined and costed in an ITaaS delivery model.
 
ITaaS is a business-focused model for IT that leverages a highly virtualized infrastructure along with modern development approaches resulting in a highly efficient means of delivery anywhere, anytime IT Services (Cloud Computing). At the heart of ITaaS lies virtualization technology. But it’s not just shiny new technology that powers successful ITaaS transformations. ITaaS requires a new way of thinking about services – in the language of the consumer, in a delivery model very similar to that of e-tailers, with prices that are communicated and aggregated at the level of the consumer.
 
During this workshop we will walk through ITaaS service hierarchy and definition best practice and will use the EMC IT experiences as a case study. However, ITaaS also requires strong leadership, solid governance mechanisms and practices along with repeatable service management processes for the delivery of high quality and customer valued services. Workshop topics will include discussion and examples of:
• Customer Segmentation: who are the customers, and what do they buy
• Service Hierarchy: services and service components
• Service Catalog: concepts and contents
• Service Costing and charging: what’s the same; what’s different
• Service Benchmarking: why and how
• Service Requests: concepts, best practices and sample portal


IT Financial Management for Directors & Managers

Conference Agenda

Wednesday, July 16

7:00-8:00 a.m.

Conference Registration

Full Breakfast Buffet sponsored by

ComSci, a subsidiary of Upland Software and a leader in automated IT Financial Management Solutions

8:00-8:45 a.m.

Competency for a Successful IT Finance Controller

Cathleen Nilson, IT Financial Manager

Samsung

Do you know how many successful corporate finance managers struggle to survive when they move into an IT Finance Controller role? Why? Because IT Finance Controllers start with IT, not traditional corporate accounting, income statements and balance sheets. This presentation will outline core competencies that differentiate a highly effective IT Finance Controller from a mediocre one. This presentation will also highlight skill sets and experiences that enable an IT Finance Controller to transform from good to great!

9:00-9:45 a.m.

Buzzword Bingo

William Miller, Partner

Proven IT Finance

There are a lot of  buzzwords used to describe IT Financial Management and the expectations of the business when it comes to IT expenses. The problem is buzzwords don't solve problems and rarely define the root cause of challenges that organizations face. Tired of hearing “transparency”, “black box”, “run IT like a business”, as if they are suppose to mean something? This session will uncover the real problems the businesses are trying to solve and how pragmatic IT Financial Management capabilities can deliver real business results.

10:00-10:45 a.m.

A Practitioner’s Framework for IT Finance Operations

Robert Mischianti, Vice President

Nicus Software, Inc.

This framework for IT Finance Operations has been developed by some of the best practitioner’s within the industry, and provides a tactical roadmap for managing your IT Finance operation. Topics will include budget management, development of accurate forecasts, service costing, data management, financial reporting and much more.

11:00-11:45 a.m.

The Internet of Things – the Transition that will Challenge You and Your Business!

Robert Stroud, Vice President, Strategy & Innovation

CA Technologies

By 2020 there is estimated to be 50 billion interconnected devices all communicating with each other. Can you imagine waking in the morning with your sensors in your bed connecting to the alarm clock and the toaster and coffee maker in the morning to get you ready for your day. The 1960’s cartoon “The Jetsons” is coming true before our very eyes and you need to open yours to get ready for the changing dynamic that is going to soon be part of every day business life. This session will introduce you to the “Internet of Things” and give you a good grounding to get you ready for the future!

12:00-12:50 p.m.

Buffet Lunch

1:00-1:45 p.m.

Vision: What Makes ITFM So Strategic?

N. Dean Meyer, Author, Internal Market Economics

NDMA

ITFM (IT Financial Management) can deliver a lot more value than just accounting, financial decision-making, and trust through transparency. It can address many pain-points felt by your CIO and senior IT leaders. To “sit at the table” with the IT leadership team, you’ve got to be able to explain that value, paint a picture of how things should work, and clearly define the benefits of near-term investments in ITFM. This session will help you formulate and communicate that vision of the strategic role of ITFM, and sell the investments of time and money that you need to deliver those benefits.

  • The role of vision: communication, gain support and funding, avoid zigzagging, and realize the benefits
  • Expanding your scope: accounting è finance è economics
  • Vision of how things should work: internal market economics
  • How money flows to and through IT
  • Implementation: the components, and the best sequence

2:00-2:45 p.m.

How to Support BYOD without Expense Reports

Carl Friedholm, Vice President & General Manager

Cass Information Systems

Today’s reality is that IT can no longer mandate what communication tools are used in the enterprise. However, BYOD (Bring Your Own Device) is loaded with unexpected and hidden costs, among them provisioning, security, service support and expense reporting. This session outlines practical steps for identifying the hidden costs of BYOD and establishing a cost effective and manageable mobility program – whether corporate liable, BYOD, or a mixed environment – with enforceable guidelines that result in a satisfied, productive, secured workforce.

3:00-3:45 p.m.

Understanding Total Cost of Ownership for End User Computing

Dawson Comps, IT Service Owner

Comerica Bank

This presentation will focus on desktop and laptop PC services and understanding total cost of ownership. Discussion will focus around managing this service centrally in a large corporate environment. Topics will include defining the service, calculation of costs, chargeback models, and asset ownership. Learn Comerica's approach to understanding End User Computing costs along with the challenges.

4:00-4:45 p.m.

ComSci’s Software Demonstration: Software as a Service & Business Process as a Service Offering is Demonstrated Live along with a Q&A Session with a Prominent Customer

Brian Stedman, Vice President, Product Management

ComSci, a subsidiary of Upland Software

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.

After a thorough review of the Business as Service solution components, you will gain insight into how risk is mitigated by having built in controls, the ability to produce actionable variance to actual reporting while maintaining numerous versions, and how to build service costs via various methodologies. This insight will help you implement best practices and solutions to optimize IT resources at your own organizations.

4:00-4:45 p.m.

Convergent Technologies Service Demonstration: Using Internal Metrics in Contract Negotiations

Jeff Gill, CIO, Corporation Service Company,

Kate Jaffe, CEO, Convergent Technologies, Inc., and

Peg Talbott-Lane, IT Sourcing Director, Convergent Technologies, Inc.

Simplifying contract negotiations and vendor performance increases the opportunity for the provider to perform up to the expectations of the IT organization. This discussion will offer an in depth guide to using well known metrics to establish clearly understood contract terms and conditions that can then be used to measure provider performance during service operation.

5:00-7:00 p.m.

Convergent Technologies Reception

Do you have the metrics you need to assist you in contract negotiations? Convergent Technologies invites you to join us for a reception with today’s earlier speaker Jeff Gill, CIO of Corporation Service Company. You will have the opportunity to network with other attendees as well as learn how you can use your own internal metrics to help provide you the leverage you need when dealing with contract negotiations.

Thursday, July 17

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management Solutions

8:00-8:45 a.m.

How IT and Financial Directors and Managers Can Improve Alignment with the Business

Richard Hawes, Senior Manager

HP Software

IT finance and operations managers are under pressure to be better aligned with the business. The business wants to see more transparency and IT needs the business to participate in investment decisions to make the most of precious IT resources and avoid “shadow IT”. This session discusses why this is necessary, why it is difficult with typical IT management tools, and the role of IT Financial Management in building better relationships between IT and the business. If you are a manager frustrated with the lack of business alignment or someone being pressured to improve transparency in IT operations and finance, then this is the session for you!

9:00-9:45 a.m.

Data Sources

John Jarvis, Director, IT Finance

Molina Healthcare, Inc.

This is a practitioner's perspective on holding data source owners accountable for the information they provide. Learn how one company has worked through data integrity problems and the methods used to ensure that source data is up to date and produced for the greater good for all.

10:00-10:45 a.m.

Executive IT Staffing Issues and Challenges: Guidance for IT Finance Managers

Joseph Pucciarelli, Program Director

IDC

IT Finance Managers fulfill many critical roles within their organizations. The primary role is to provide advice and guidance on the financial implications of IT on the business. An important collateral issue is IT Talent – it shapes what an organization can and cannot accomplish; it is a key enabler or gating factor, and shapes project (and financial) economic scope. In today's presentation, we will discuss how many IT organizations are facing significant IT skills gaps, higher attrition rates and recruiting challenges – impacting their ability to implement many critical new technologies such as cloud services, mobility and big data/analytics. During this session, we will present IDC’s latest research on IT talent management, highlight staffing opportunities, and help you create a framework for managing your IT staffing challenges.

11:00-11:45 a.m.

IT Cost Transparency – The Foundation for IT Cost Optimization

Sridhar Kadaba, Senior Manager

Ernst & Young

Financial services industry dependency on information technology continues to grow significantly. With IT costs over 25 to 30% of the total costs and continuing to increase, the focus on understanding these costs continue to gain greater emphasis. The ubiquitous nature of technology across all business processes within banking, capital markets, and insurance sectors has underscored the need for IT cost transparency and its impact on creating enterprise value. This emphasizes the need to understand IT costs along multiple dimensions – IT services, applications, business processes, products and customers. In this session, we will discuss the need and approach for IT cost transparency, development approaches for total cost of ownership by application and business process including a discussion on business process taxonomy. We will review IT cost transparency methodologies from both a “seller” and “buyer” perspectives including a discussion on executive level reporting and analytics.

12:00-12:50 p.m.

Lunch Buffet

1:00-1:45 p.m.

Leveraging the IT Liaison Function

Eugene Lukac, Specialist Leader

Deloitte Consulting LLP

A client-focused IT organization requires having a well-defined set of IT services with associated pricing and related chargeback mechanisms. But having a service catalog and a billing process, although essential, are not enough for meeting its objectives. Also needed is the ability to communicate to the business what IT has to offer, to track service performance, and be accountable for meeting client expectations. Leading IT organizations have thus included a “Business Liaison” or “Customer Relationship Management” function in their operating models as a means of increasing the mutual understanding between business and IT. This session, illustrated with examples, discusses the roles, responsibilities, and relationships of the Business Liaison function and how it contributes to effective business-IT alignment.

2:00-2:45 p.m.

“IT” is No Longer Delivery of Magic Behind Closed Doors!

Robert Stroud, Vice President, Strategy & Innovation

CA Technologies

Everything in your business is all part of the emerging work of disruptive technologies! This means that the focus of IT must change as the business, supply chain, partners and your customers are totally dependent on IT. The culture of “NO” within IT or hiding behind rules, process and mandates is no longer acceptable or tolerated. It is time for IT to alter their NO to a “know”! Know the risks, know the opportunities, know the most effective method for delivery, and know how to effectively communicate and empower your business leveraging IT for competitive advantage! This session will discuss the emerging technologies that will be impacting you and your organization and how the support organization will transition to deliver real value in this new business environment!

3:00-3:45 p.m.

Telecommunication Financial Management: Delivering Control, Visibility and ROI

Richard Janis, Senior Vice President

Asentinel

Telecommunication Management (aka TEM) applies governance principles to what is typically one of the top five expenses within an organization. Adoption of this discipline – be it as a managed service or comprehensive outsourcing solution – delivers cross-functional automation, significant visibility and tangible, immediate and recurring cost reductions across both fixed and wireless expenditures. The holistic approach to success in TEM is a combination of People, Platform and Process. We will discuss how this trilogy delivers KPI’s, actionable analytics and performance results. You will not only be able to understand the value but be able to quantify the opportunity of Telecom Financial Management for your organization. We invite you to attend this session and to leave with the following:

  • Is a Managed Service or a Business Process Outsourcing (BPO) solution best for me
  • What are the realistic, tangible benefits to be gained from a TEM solution
  • How does TEM benefit each respective departmental stakeholder
  • Best Practices and Lessons Learned in selecting and deploying a TEM solution

4:00-4:45 p.m.

Nicus Software Demonstration: M-PWR IT Financial Management Solutions Overview

Robert Mischianti, Vice President

Nicus Software, Inc.

Nicus M-PWR is an integrated set of solutions for IT Financial Management and IT Business Management. Our solutions and capabilities include:
• IT Finance Automation
• IT Cost Transparency
• IT Chargeback, Showback & Cost Allocation
• Bill of IT
• Budgeting & Forecasting
• IT Spend Management
• Service Costing & TCO Reporting
• Benchmarking
• IT Supply Chain Management (SCM)

VMware Software Demonstration: Cloud Business Management – What is it?

David Jasso, Product Line Marketing Manager

VMware

More and more companies are transitioning to new operating model for IT. In this new model, often referred to as Hybrid IT, companies must support an approach to service delivery that leverages Private Cloud, Public Cloud and SaaS solutions. While this model supports higher levels of agility and efficiency, it also presents new challenges in terms of managing the business side of IT services in a way that is both integrated and comprehensive. VMware is delivering an IT Business Management solution that allows organizations to effectively address the new challenges of managing Hybrid IT. This session will look at how VMware is innovating in the space of “Cloud Business Management”.  The session will also provide guidance on how organizations can start small by addressing the business management requirements associated with the establishment of a Private Cloud and then, as maturity increases, leverage advanced capabilities that allow IT to effectively manage the full IT services stack across a Hybrid Cloud landscape.

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.

Friday, July 18

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Protecting Your Organization Against Knowledge Leakage

Kevin Tennon, IT Financial Lead

Cintas

Knowledge and information are the new products that continue to exceed the boundaries. Accounting efforts have attempted to measure and protect all assets. IT departments have adopted governance frameworks like COBIT, ITIL, and ISO. However, none of these frameworks deal directly with the management of knowledge and intellectual capital. This presentation will address the following question, “What blend of IT governance framework reduces the knowledge leakage in strategic alliance telecom contracts?”

9:00-9:45 a.m.

Where is the Value from Your TBM Project?

Christopher Dedera, Manager

KPMG

After investing time, money and political capital to start up Technology Business Management (TBM), why isn't IT harvesting the benefits? Most TBM efforts are focused narrowly on transparency and chargeback, which limits the value IT and the organization achieve. To be successful, TBM must be integrated into the broader IT decision-making process supporting both tactical and strategic decisions. This session will review lessons learned from actual implementations and discuss the obstacles that typically prevent TBM from achieving the promised value.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Businesses

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the business sector.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Government Agencies and Universities

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the government and education sectors.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.


IT Financial Planning, Budgeting & Reporting

Conference Agenda

Wednesday, July 16

7:00-8:00 a.m.

Conference Registration

and

Full Breakfast Buffet sponsored by

ComSci, a subsidiary of Upland Software and a leader in automated IT Financial Management Solutions

8:00-8:45 a.m.

Strategies for a Successful Telecom Expense Management Implementation

David Boonie, Vice President

AMI Strategies

American Red Cross's Key Strategies for a Successful TEM Centralization Project Cost control and optional efficiency are the watchwords at any non-profit. That's why the CIO at the Red Cross knew he had to find a solution to control costs across the Red Cross's 600-plus U.S. locations generating 3,200 invoices from 330 vendors each and every month. The key steps Red Cross employs touch on every critical aspect of TEM...cost justification, a razor-sharp focus on savings, service optimization, vendor consolidation and invoice processing. Hear it all at this compelling case study.

9:00-9:45 a.m.

Beyond the Mechanics of Budgets and Planning

Penny Collen, Financial Solutions Architect

Cloud Cruiser

IT should hand out gold medals for creative cost models. For every company, there seems to be some exception or something unique to be handled. It is true that tools help. We have spreadsheets and applications that give us forecast trends and charts of cyclical usage. We get downloads from HR systems to give us salaries and assumptions about raises from corporate finance. We interface our software and hardware cost with contract management and asset tracking systems. What medal would you give yourself when dealing with the strategic parts of budgeting and planning? How effective are you at handling issues like funding the cost of innovation? Who pays for the major application rewrite that touches multiple business units? How much spare capacity can you afford? Who should pay for technology upgrades or moving to the Cloud? We’ll discuss several approaches that have been tried. Please plan to share your experiences – successes and failures – in this session.

10:00-10:45 a.m.

IDC - 2014 CIO Predictions and Outlook: Embracing IT's 3rd Platform Leadership Challenges as IT Transitions from Technology to Service Delivery

Joseph Pucciarelli, Program Director

IDC

As business and financial advisors to the CIO and executive leadership, IT financial leaders need insight into their CIO's business priorities. This session reprises IDC's annual CIO guidance with the goal of presenting a market framework for their initiatives. The CIO Agenda Top 10 Predictions presentation has been developed for CIOs, IT executives and business leaders responsible for their enterprise's technology platform, strategy and governance processes. During this session, IDC will discuss the impact and leadership challenges of IT's 3rd Platform on a range of topics including: IT Investments and Funding, IT Staffing, Enterprise Architecture, Security and Service Management. This session will deliver essential guidance on both enterprise strategies and professional development for CIOs, CTOs, CSOs, IT Strategists, Business Leaders, Enterprise Architects and other senior technology professionals.

11:00-11:45 a.m.

Guiding Principles for Driving Predictive Business Analytics – How to Make IT Work for Your Organization and Improve Business Performance

Brian Stedman, Vice President, Product Management

ComSci, a subsidiary of Upland Software

Attend this session to learn the differences between descriptive and predictive analytics. You will explore the process encompassing a range of proven techniques for the collection, classification, analysis and interpretation of data in order to gain insight, identify patterns, anomalies, attributes and driver relationships. It will show various statistical analyses, data mining and forecasting methods.

  • Research indicates that organizations using predictive business performance metrics can increase their profitability by as much as twenty percent by 2017
  • Organizations should use predictive metrics to alert and guide them on the best next action to take
  • Business and IT leaders often misinterpret the term "KPI" and don't actually have predictive measures in place. Often, they persist in using historical measures and consequently miss the opportunity to increase profit or prevent an unforeseen event, resulting in a decrease in profit
  • Using historical measures to gauge business and process performance is a thing of the past
  • To prevail in challenging market conditions, businesses need predictive metrics
  • Predictive risk metrics are particularly important for mitigating and even preventing the impact of disruptive events on profitability

Utilizing use cases (methodologies used in system analysis to identify, clarify, and organize system requirements), you will be able to deploy proven predictive analytics for reducing costs, produce actionable outlooks reporting, and views to improve business performance.

12:00-12:50 p.m.

Buffet Lunch

1:00-1:45 p.m.

Measuring IT Business Value

Michael Davis Consultant

Resource Guidance, Inc.

Everyone knows (or thinks they know) how to measure the value of IT services delivered to the business. This is generally a well-defined process that works well until the project goes live. Once in production, the IT service becomes linked to the business user, and this makes it difficult to measure the delivered business value. The “value measures” have moved from IT to the business user, but they are still dependent upon IT. In this situation there are very few techniques that can objectively measure the IT Business Value. The major impediment to this type of measurement is there is no obvious way to value the service in the context of the business user. Traditional IT value measures do not apply to services such as hot line support, website activity, etc. Borrowing from the practitioners of Forensic Economics it is possible to use a non-traditional approach to measure business value. Establishing procedures and measures based on replacement value can provide an effective means to measure, manage, and plan for these types of services. (Please note that this presentation is a continuation of the discussion that was started at the ITFMA Spring 2013 Conference). In this session we will:

  • Review “Linking IT to Business Value – Forensic Economics”
  • Discuss the use of replacement value to measure IT Business Value
  • Define the methods that can be used to measure and manage IT in regards to business value
  • Define a process for using this non-traditional type of measurement
  • Work through a simple example that demonstrates this type of measurement

2:00-2:45 p.m.

The Future of the IT Budget

Joseph Pucciarelli, Program Director

IDC

The rapidly evolving nature of IT's 3rd Platform [Cloud Services, Big Data/Analytics, Mobility and Social Business], make the acquisition of IT services a credit card transaction away. The changing relationship between the IT organization and the business, the changing role of capital expenditures, and the increasing ease with which IT can be purchased outside of formal IT channels is raising questions on how much technology purchases are truly being funded from within the IT budget versus the business; how much of the technology purchases are in the shadows, and how the monies are being spent on technology as the industry transitions from capital expenditures to operating expenses. In this session, IDC will share statistical survey data about emerging IT budget trends, the shifting nature of the IT budget, and pragmatic guidance on how business and IT leaders can work together effectively within the new paradigm.

3:00-3:45 p.m.

Mobilility Cost Management Strategies in a Bring Your Own Device World

Gary Eckert, President/CEO

Telytics, Inc.

This presentation will address the considerations decision makers need to address when developing and implementing mobility cost management strategies in a hybrid environment of corporate and individual liable devices. You will learn valuable insights into the process of evaluating potential deployment strategies, reimbursement policies, and optimization of procurement processes to lower mobility related expenses. Topics that will be addressed in this presentation include:
• Pros and cons of BYOD from a cost management perspective
• Strategies to minimize costs in different deployment scenarios
• The practical application differences between TEM, WEM, and MDM tools
• The hidden costs of the stipend approach
• Best practice approaches to the strategy selection and implementation process
• The role of an independent consultant in assisting with the process

4:00-4:45 p.m.

ComSci’s Software Demonstration: Software as a Service & Business Process as a Service Offering is Demonstrated Live along with a Q&A Session with a Prominent Customer

Brian Stedman, Vice President, Product Management

ComSci, a subsidiary of Upland Software

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.

After a thorough review of the Business as Service solution components, you will gain insight into how risk is mitigated by having built in controls, the ability to produce actionable variance to actual reporting while maintaining numerous versions, and how to build service costs via various methodologies. This insight will help you implement best practices and solutions to optimize IT resources at your own organizations.

4:00-4:45 p.m.

Convergent Technologies Service Demonstration: Using Internal Metrics in Contract Negotiations

Jeff Gill, CIO, Corporation Service Company,

Kate Jaffe, CEO, Convergent Technologies, Inc., and

Peg Talbott-Lane, IT Sourcing Director, Convergent Technologies, Inc.

Simplifying contract negotiations and vendor performance increases the opportunity for the provider to perform up to the expectations of the IT organization. This discussion will offer an in depth guide to using well known metrics to establish clearly understood contract terms and conditions that can then be used to measure provider performance during service operation.

5:00-7:00 p.m.

Convergent Technologies Reception

Do you have the metrics you need to assist you in contract negotiations? Convergent Technologies invites you to join us for a reception with today’s earlier speaker Jeff Gill, CIO of Corporation Service Company. You will have the opportunity to network with other attendees as well as learn how you can use your own internal metrics to help provide you the leverage you need when dealing with contract negotiations.

Thursday, July 17

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management Solutions

8:00-8:45 a.m.

PPG Industries Case Study – Show Me the Bill: Using Chargeback to Optimize IT Value

Denise Vay, Senior IT Manager, PPG Industries Inc., and

Jeff Yoder, Vice President, ComSci Inc.

With technology playing a vital role in business operations, PPG wanted to understand how technology products and services are consumed by internal business units to ensure it provides the most cost-effective and value-added services and to have accurate data for informed decision-making. Learn how PPG’s IT leaders strategically use effective chargeback/showback practices to provide both IT and business management teams with the actionable IT consumption and cost data to optimize investments in “run-the-business” and “change-the-business” IT services. You will also learn the key benefits that PPG Industries has experienced using best-in-class IT chargeback applications and processes, including:

  • Better communication between PPG IT teams and their business customers
  • Sustained improvements in cost management and forecasting
  • Change in the conversation between IT and Line of Business Management from, "Why does IT cost so much?" to “How do we optimize our IT investments to meet our strategic business objectives?”
  • Enhanced cost recovery activities and “true” chargeback for all IT services
  • Tremendous productivity gains from automation of ITFM and chargeback processes, which have had a positive effect on IT and its ability to provide a global ITFM system used by all PPG lines of business.

9:00-9:45 a.m.

How to Avoid Getting Bad IT Deals and Contracts

Jon Maxim, President

Maxelerate Systems Ltd.

If you are concerned with the cost of your IT spend, this session is for you. It will cover the reasons that the Sourcing and Procurement of IT products are not as effective as it could be. The focus is on what is currently not working well in the IT acquisition process and how to remedy it. The material is drawn from the experience gained from working with many IT departments and a wide range of different industries. The approach is based on a non-academic, practical process that has been shown to enable you to get better IT deals.

10:00-10:45 a.m.

Service Based Costing – the New Revolution in IT Business Management

Khalid Hakim, Operations Architect

VMWare

“Transformation” is becoming a buzzword that is used everywhere in today’s IT spoken language. However, part of the transformation journey is the transformation of the IT management discipline to deliver IT-as-a-service and repositions it to become a value creator instead of a cost center. This requires a transformation to the existing ITFM practice to re-engineer the cost model and deliver higher value. This session provides an overview of the importance of service-based costing and how it impacts the IT and Finance cost allocation and classification strategies. It also discusses the “service manager” role skills transformation and helps grow a mature IT Business Management practice within your IT organization.

11:00-11:45 a.m.

Cost Management Strategies in a Data Centric Mobile World

Gary Eckert, President/CEO

Telytics, Inc.

This presentation will address new strategies for mobility cost management under new data share pooling plans. You will learn the key elements to ensuring that your telecom contract offers the best flexibility to meet your company’s business needs and ensure the performance of your services and service providers. Topics that will be addressed in this presentation include:

  • The shift from unlimited data plans to shared data plans with unlimited voice and text
  • Impacts to traditional wireless expense management strategies
  • Pros and cons of new data share plans
  • The role of Wi-Fi in controlling costs
  • The challenges of right sizing data pools
  • International data cost management strategies

12:00-12:50 p.m.

Lunch Buffet

1:00-1:45 p.m.

"Top 10" Technology Acquisition Mistakes…and How to Avoid Them

Richard Hathaway, Principal

RLH Telecom Solutions, LLC

The industry "hype cycles" surrounding each of the latest technology advances are in full speed...sometimes just barely keeping up with the advances in technology itself. Acquisition strategies themselves must also evolve just as technology does. Join your colleagues for an open discussion of what we have seen as the most frequently made "Top 10" mistakes in acquiring speech and telephony technologies. Bring your own Top 10 list for an open discussion of tips and alternatives.

2:00-2:45 p.m.

Getting Buy-in for the IT Procurement Process

Jon Maxim, President

Maxelerate Systems Ltd.

Many IT Procurement functions have had difficulty in getting both the IT department and its end-user clients to adhere to their process. After having studied a wide range of styles used by the IT Procurement functions to enforce their process, certain trends have emerged. Too often the discussion has turned into a debate as to where IT Procurement should report in the organization while ignoring a more fundamental issue: buy-in. This session will examine the reasons why IT Procurement continues to have difficulty with adherence to the process and how to get buy-in from your stakeholders.

3:00-3:45 p.m.

Cost Take Out Approaches for Logistics and Supply Chain Management

Robert, Ryan, Defense Logistics Delivery Lead/Public Sector

IBM

The main distinction between “cost cutting” and “cost take out” is that the former is a reactive, across-the-board, and usually indiscriminate imposition of action; the latter is proactive, targeted, and strategic. Both military logistics organizations and commercial supply chain operations are faced with the challenge of reducing costs while improving service. The US military is adapting to reduced funding while addressing the logistics challenge of reset and retrograde of military equipment from Afghanistan. This session will apply lessons learned from military logistics to achieve cost take out and financial improvement from both commercial and military supply chains.

4:00-4:45 p.m.

VMware Software Demonstration: Cloud Business Management – What is it?

David Jasso, Product Line Marketing Manager

VMware

More and more companies are transitioning to new operating model for IT. In this new model, often referred to as Hybrid IT, companies must support an approach to service delivery that leverages Private Cloud, Public Cloud and SaaS solutions. While this model supports higher levels of agility and efficiency, it also presents new challenges in terms of managing the business side of IT services in a way that is both integrated and comprehensive. VMware is delivering an IT Business Management solution that allows organizations to effectively address the new challenges of managing Hybrid IT. This session will look at how VMware is innovating in the space of “Cloud Business Management”.  The session will also provide guidance on how organizations can start small by addressing the business management requirements associated with the establishment of a Private Cloud and then, as maturity increases, leverage advanced capabilities that allow IT to effectively manage the full IT services stack across a Hybrid Cloud landscape.

4:00-4:45 p.m.

Nicus Software Demonstration: M-PWR IT Financial Management Solutions Overview

Robert Mischianti, Vice President

Nicus Software, Inc.

Nicus M-PWR is an integrated set of solutions for IT Financial Management and IT Business Management. Our solutions and capabilities include:
• IT Finance Automation
• IT Cost Transparency
• IT Chargeback, Showback & Cost Allocation
• Bill of IT
• Budgeting & Forecasting
• IT Spend Management
• Service Costing & TCO Reporting
• Benchmarking
• IT Supply Chain Management (SCM)

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.

Friday, July 18

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Demonstrate Value of IT to the Business

Signe Marie Stenseth, Senior Vice President

IT organization must demonstrate value to the business processes they support. By metering usage of your key IT resources, you can better manage IT investments and their contribution toward running, growing and transforming company activities. This presentation will bring examples from automotive and other industries of how companies with the help of usage metering and chargeback tools have been able to improve the organization’s awareness of costs and bring basic understanding of the balance of the enterprise IT portfolio, reduce costs and create scalability in a responsible way.

9:00-9:45 a.m.

Optimizing Cost in a Cloud Environment

Kobi Katzir, Senior Product Line Manager

VMware

This session will show how to identify the most relevant portfolio elements that should be migrated to the cloud and how to migrate them in the most economical way. In addition we will discuss best practices that can help showing business value and optimization opportunities of portfolio elements delivered in a hybrid environment.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Businesses

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the business sector.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Government Agencies and Universities

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the government and education sectors.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.


IT Asset & Expense Management

Conference Agenda

Wednesday, July 16

7:00-8:00 a.m.

Conference Registration

and

Full Breakfast Buffet sponsored by

ComSci, a subsidiary of Upland Software and a leader in automated IT Financial Management Solutions

8:00-8:45 a.m.

Open Discussion of IT Asset Management Experiences and Best Practices

Charles Johnson, President & CEO

CNJohnson & Associates, Inc.

This session allows you to share your experiences and find out what your peers are doing in the area of IT asset management (ITAM). Best practices will be explored. What are the necessary elements of ITAM? What have we tried? What worked? What failed? What needs improvement? What are the interrelationships and dependencies? What are the roadblocks? We plan to have a lively interaction, whether you are new to asset management or a veteran yourself. Discuss what you hope to achieve through asset management and how you plan to accomplish it. Bring your experiences, questions, challenges, opinions, and comments to share. Let’s have an extended, open discussion and some fun.

9:00-9:45 a.m.

An IT Financial Transparency Journey

Christian Torres, Product Line Manager, VMware and

Jorge Fernandes, ITaaS Finance Manager, EMC Corporation

This session shares EMC's improvements in IT Financial Transparency and how technology is enabling transformation. This will focus on the evolution of process and technology to deliver better business insight and decision-making throughout the four-year journey.

10:00-10:45 a.m.

Voice Usage Chargeback - A Market Approach

Dawson Comps, IT Service Owner

Comerica Bank

Is detailed telephone call accounting relevant anymore? Trends in employee communications are changing. Learn the challenges faced by Comerica and how we evolved from a detailed call accounting organization to implementing a market-based approach. Call Accounting systems, carrier analysis tools, chargeback unit cost calculation, and internal communication plans will be discussed.

11:00-11:45 a.m.

Customer-centric Services and Costing

Mary Lou Alter, IT Transformation - Operating Model Lead,

EMC Professional Services

In building a service-oriented organization, it is critical to understand who the customers are and which services they consume. Customer segmentation is a critical first step in understanding services and building effective service hierarchies and architectures. Just as services should be designed and defined in a customer-consumable way, so too should costing be designed to communicate in the language and level of the customer. In this session we will walk through examples of customer segmentation analyses, service architecture best practices and examples, and service costing principles and examples.

12:00-12:50 p.m.

Buffet Lunch

1:00-1:45 p.m.

Telecom Basics

Wayne Webers, Director of Professional Services

Veramark Technologies, Inc.

This session is geared for IT associates seeking to gain a better understanding of telecommunications basics as well as emerging service trends. Wondering what SIP is and why it matters? What’s the difference between a telephone line and a PBX trunk? What do the letters before DSL mean: SDSL, ADSL, IDSL? We will cover all of these items and much, much more, as well as allow time for questions and answers during this session.

2:00-2:45 p.m.

Using Internal Metrics in Contract Negotiations

Jeff Gill, CIO

Corporation Service Company

Simplifying contract negotiations and vendor performance increases the opportunity for the provider to perform up to the expectations of the IT organization. This discussion will offer an in depth guide to using well known metrics to establish clearly understood contract terms and conditions that can then be used to measure provider performance during service operation.

3:00-3:45 p.m.

Procurement Dynamics in the IT Marketplace

Ian Munro, Vice President, Procurement Services

Long View Systems Corporation

The procurement process for IT products is a bit like viewing an iceberg. From the surface we feel like we know what we are looking at, but when we get below the waterline, there is so much more that we just didn’t know existed. In this case, the waterline is the relationship between the reseller and the manufacturer, and all of the terms and programs that typically exist in that relationship. This presentation explores the dynamics of IT Procurement, provides an understanding of what drives a reseller’s sales engagement, and what you can do to put these programs to work for you.  Learn new strategies for saving money by:
• Reducing procurement cycle times and getting to value earlier
• Reducing costs of administering procurement transactions
• Driving savings through consolidation of spend
• Gaining better insight into market pricing

4:00-4:45 p.m.

ComSci’s Software Demonstration: Software as a Service & Business Process as a Service Offering is Demonstrated Live along with a Q&A Session with a Prominent Customer

Brian Stedman, Vice President, Product Management

ComSci, a subsidiary of Upland Software

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.

After a thorough review of the Business as Service solution components, you will gain insight into how risk is mitigated by having built in controls, the ability to produce actionable variance to actual reporting while maintaining numerous versions, and how to build service costs via various methodologies. This insight will help you implement best practices and solutions to optimize IT resources at your own organizations.

 

Convergent Technologies Service Demonstration: Using Internal Metrics in Contract Negotiations

Jeff Gill, CIO, Corporation Service Company,

Kate Jaffe, CEO, Convergent Technologies, Inc., and

Peg Talbott-Lane, IT Sourcing Director, Convergent Technologies, Inc.

Simplifying contract negotiations and vendor performance increases the opportunity for the provider to perform up to the expectations of the IT organization. This discussion will offer an in depth guide to using well known metrics to establish clearly understood contract terms and conditions that can then be used to measure provider performance during service operation.

5:00-7:00 p.m.

Convergent Technologies Reception

Do you have the metrics you need to assist you in contract negotiations? Convergent Technologies invites you to join us for a reception with today’s earlier speaker Jeff Gill, CIO of Corporation Service Company. You will have the opportunity to network with other attendees as well as learn how you can use your own internal metrics to help provide you the leverage you need when dealing with contract negotiations.

Thursday, July 17

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management Solutions

8:00-8:45 a.m.

IT Service Pricing

Jason Byrd, Strategic Advisory Services Partner

KPMG

It’s more than simply “marking up” your costs. Full-service pricing forces decisions around many provocative topics that sit behind the standard IT layers, such as Technology Refresh Cycles, Capacity Management, Depreciation vs. Cash, and many more.  Every organization is already making decisions on these topics—most of them implicitly—but they must be explicitly agreed upon in the best ways that can unlock the true value of full service pricing.

9:00-9:45 a.m.

Best Practice IT Financial Management Methodologies

Lou Jerome, Managing Partner

SteelGlass Consulting

IT Financial Management (ITFM) is not just a buzzword with a short shelf life. It is a framework or methodology that can be applied to any industry or organization to significantly improve its IT organizations effectiveness and delivery of services. This session will focus on how to apply best practice methodologies throughout the crawl, walk, run phases and at any maturity level to get results in months not years. Learn how to gain success at any level using the information that already exists.  We will discuss the various phases of ITFM including service catalog, service costing, developing a bill of IT and chargeback/showback methodologies. We will also provide some real world examples of organizations doing more with less by applying best practice methodologies. If you are just getting started or somewhere along the way, this session will provide the perspective needed to accelerate your program.

10:00-10:45 a.m.

Managing the Expense of Unified Communications

Kevin Donoghue, President

Telesoft Corporation

Communication is essential to success in the enterprise, and Unified Communications (UC) is one of the most widely used solutions within organizations looking to optimize business processes through an integrated platform. UC brings together real-time communication services, including instant messaging, video conferencing, data sharing, into a single platform and user experience resulting in a highly functional workforce, potentially on a global scale, at a greatly reduced expense. While the expense is greatly reduced, there is an expense that needs to be managed. And, more importantly – educating users on how to use the UC platform in the most cost effective manner is impossible to do without having visibility into how it is currently being used. This session will cover topics including:

  • The benefits of UC and enhanced business processes
  • Why Telecom Expense Management solutions and services are an essential component of managing a UC platform
  • Valuable metrics and usage analytics to optimize your UC network and reduce costs

11:00-11:45 a.m.

Oh How Asset Management has Changed – Have You?

Penny Collen, Financial Solutions Architect

Cloud Cruiser

Asset management. Remember when that was simply walking through the data center counting processors, storage devices, and printers? Asset management has moved form the basic mechanics of an inventory to a highly interactive state. We now need to count physical assets that are located remotely, intangible property that can't be seen or touched, and deal with virtual environments where “ownership” changes every day. How do you rate your ability to keep on top of asset management? We will look at how the past did not prepare us for our future and share success stories with one another.

12:00-12:50 p.m.

Lunch Buffet

1:00-1:45 p.m.

Optimizing Your Software Licensing Investment

Tim Hegedus, Senior Managing Analyst

Miro Consulting

Every organization faces common challenges with software licensing: how to optimize licensing; how to decrease spend; and how to avoid over and under licensing. Software vendors create such complex licensing and compliance rules, adding to the challenge. This session will cover:
• Microsoft, Oracle and IBM licensing types and key areas of difficulty
• Future changes in licensing
• Negotiating better terms
• Proactive software asset management
• License rebalancing and compliance
• Support and renewals
• Third party support
Why is software license optimization critical? Software is 20 to 30% of the typical IT budget and represents a large slice of the pie. Software spend is growing at a 7% compound annual growth rate between 2010 and 2015, which translates to billions of dollars.

2:00-2:45 p.m.

The Road to Savings – Beyond Telecom Expense Management

James McDonald, Strategic Accounts Director

NetPlus

Telecommunications Expense Management has been the focus of savings in telecom for a number of years, but there is more. Telecommunications Infrastructure Management can help enterprises gain visibility into their entire telecommunications infrastructure including all telecom and IT assets and costs, while improving both internal and external processes to increase efficiency. This session will define Telecommunications Infrastructure Management and discuss major components that include:
• Inventory
• Internal and External Provisioning and MACD
• Billing/Invoice Management
• Contracts
• Next Gen Technology (VoIP/UC) Migration
The session will analyze how telecommunications is managed today and what enterprises may lack in oversight, control, reporting, tracking, and support for UC/VoIP. Solutions that can address these issues and save real dollars through automation, process improvement, and telecom infrastructure audits will be discussed. These savings can even fund future telecom projects!

3:00-3:45 p.m.

Trading Cloud Capacities as a Commodity: Will It Reduce Your IT Costs?

Richard Bolduc, Senior Systems Engineer

VMware

Vendor-neutral exchange-trading of compute and storage capacities are almost here. What insights might we learn from past experiences in IP bandwidth and telcom minute trading? This session will also explore how exchange-driven pricing models and performance-delivery benchmark clauses might influence existing players in the cloud space. We will also answer a basic question: in the next 12 months, what systematic approach should you take to get your organization to benefit from the economic promise of what some call exchange-traded ITaaS.

4:00-4:45 p.m.

Nicus Software Demonstration: M-PWR IT Financial Management Solutions Overview

Robert Mischianti, Vice President

Nicus Software, Inc.

Nicus M-PWR is an integrated set of solutions for IT Financial Management and IT Business Management. Our solutions and capabilities include:
• IT Finance Automation
• IT Cost Transparency
• IT Chargeback, Showback & Cost Allocation
• Bill of IT
• Budgeting & Forecasting
• IT Spend Management
• Service Costing & TCO Reporting
• Benchmarking
• IT Supply Chain Management (SCM)

4:00-4:45 p.m.

VMware Software Demonstration: Cloud Business Management – What is it?

David Jasso, Product Line Marketing Manager

VMware

More and more companies are transitioning to new operating model for IT. In this new model, often referred to as Hybrid IT, companies must support an approach to service delivery that leverages Private Cloud, Public Cloud and SaaS solutions. While this model supports higher levels of agility and efficiency, it also presents new challenges in terms of managing the business side of IT services in a way that is both integrated and comprehensive. VMware is delivering an IT Business Management solution that allows organizations to effectively address the new challenges of managing Hybrid IT. This session will look at how VMware is innovating in the space of “Cloud Business Management”.  The session will also provide guidance on how organizations can start small by addressing the business management requirements associated with the establishment of a Private Cloud and then, as maturity increases, leverage advanced capabilities that allow IT to effectively manage the full IT services stack across a Hybrid Cloud landscape.

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.

Friday, July 18

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Analytics – The Missing Link in Contract Lifecycle Management

Matt Patel, PLM, Contract Lifecycle Management

Revitas, Inc.

Companies often confuse contract administration with contract effectiveness. Companies store large volumes of contracts in a variety of formats, either on paper in file folders or electronically in a repository leaving little visibility into key contract events like expirations or renewals and making contracts nearly impossible to find when you need them. The risks with this approach are numerous, including lost contracts, missed milestones, and a reactive approach to agreement management. To solve these problems, many organizations install some form of contract life cycle management (CLM), which is the right first step, but it is not enough. There is still a critical missing component preventing companies from truly optimizing their contracting processes and achieving best practices – analytics. In order for executives to make key decisions, they need visibility into contracts at a much deeper and detailed level than the day-to-day operational reports and searches available in many basic CLM tools. Join in a discussion about how top companies are enabling analytical best practices for their organization.

  • Reviewing analytics as a precursor of issues in the CLM process
  • Using analytics to validate preconceived notions and assumptions regarding contract performance
  • Determining the success of your partner programs
  • Ascertaining the bottlenecks that impede effective contract execution

9:00-9:45 a.m.

How to Use IT Financial Management to Accelerate and Drive Decisions

Lou Jerome, Managing Partner

SteelGlass Consulting

The ultimate goal of adopting an IT Financial Management (ITFM) practice is to accelerate and drive more informed decisions. In this session we will look at how to use ITFM as an enabler and decision driver. Learn how to leverage ITFM to deliver the following:
• Cost reduction and optimization
• Application rationalization
• Investment and portfolio analysis
• Justification for outsourcing/insourcing
• Project portfolio rebalancing
• Data center strategy
• Benchmarking

This session will help you make the case for an ITFM initiative within your organization by focusing on the tangible results that ITFM can deliver.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Businesses

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the business sector.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Government Agencies and Universities

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the government and education sectors. Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.


Telecommunication Financial Management

Conference Agenda

Wednesday, July 16

7:00-8:00 a.m.

Conference Registration

and

Full Breakfast Buffet sponsored by

ComSci, a subsidiary of Upland Software and a leader in automated IT Financial Management Solutions

8:00-8:45 a.m.

Strategies for a Successful Telecom Expense Management Implementation

David Boonie, Vice President

AMI Strategies

American Red Cross's Key Strategies for a Successful TEM Centralization Project Cost control and optional efficiency are the watchwords at any non-profit. That's why the CIO at the Red Cross knew he had to find a solution to control costs across the Red Cross's 600-plus U.S. locations generating 3,200 invoices from 330 vendors each and every month. The key steps Red Cross employs touch on every critical aspect of TEM...cost justification, a razor-sharp focus on savings, service optimization, vendor consolidation and invoice processing. Hear it all at this compelling case study.

9:00-9:45 a.m.

An IT Financial Transparency Journey

Christian Torres, Product Line Manager, VMware and

Jorge Fernandes, ITaaS Finance Manager, EMC Corporation

This session shares EMC's improvements in IT Financial Transparency and how technology is enabling transformation. This will focus on the evolution of process and technology to deliver better business insight and decision-making throughout the four-year journey.

10:00-10:45 a.m.

Voice Usage Chargeback - A Market Approach

Dawson Comps, IT Service Owner

Comerica Bank

Is detailed telephone call accounting relevant anymore? Trends in employee communications are changing. Learn the challenges faced by Comerica and how we evolved from a detailed call accounting organization to implementing a market-based approach. Call Accounting systems, carrier analysis tools, chargeback unit cost calculation, and internal communication plans will be discussed.

11:00-11:45 a.m.

The Internet of Things – the Transition that will Challenge You and Your Business!

Robert Stroud, Vice President, Strategy & Innovation

CA Technologies

By 2020 there is estimated to be 50 billion interconnected devices all communicating with each other. Can you imagine waking in the morning with your sensors in your bed connecting to the alarm clock and the toaster and coffee maker in the morning to get you ready for your day. The 1960’s cartoon “The Jetsons” is coming true before our very eyes and you need to open yours to get ready for the changing dynamic that is going to soon be part of every day business life. This session will introduce you to the “Internet of Things” and give you a good grounding to get you ready for the future!

12:00-12:50 p.m.

Buffet Lunch

1:00-1:45 p.m.

Telecom Basics

Wayne Webers, Director of Professional Services

Veramark Technologies, Inc.

This session is geared for IT associates seeking to gain a better understanding of telecommunications basics as well as emerging service trends. Wondering what SIP is and why it matters? What’s the difference between a telephone line and a PBX trunk? What do the letters before DSL mean: SDSL, ADSL, IDSL? We will cover all of these items and much, much more, as well as allow time for questions and answers during this session.

2:00-2:45 p.m.

How to Support BYOD without Expense Reports

Carl Friedholm, Vice President & General Manager

Cass Information Systems

Today’s reality is that IT can no longer mandate what communication tools are used in the enterprise. However, BYOD (Bring Your Own Device) is loaded with unexpected and hidden costs, among them provisioning, security, service support and expense reporting. This session outlines practical steps for identifying the hidden costs of BYOD and establishing a cost effective and manageable mobility program – whether corporate liable, BYOD, or a mixed environment – with enforceable guidelines that result in a satisfied, productive, secured workforce.

3:00-3:45 p.m.

Mobilility Cost Management Strategies in a Bring Your Own Device World

Gary Eckert, President/CEO

Telytics, Inc.

This presentation will address the considerations decision makers need to address when developing and implementing mobility cost management strategies in a hybrid environment of corporate and individual liable devices. You will learn valuable insights into the process of evaluating potential deployment strategies, reimbursement policies, and optimization of procurement processes to lower mobility related expenses. Topics that will be addressed in this presentation include:
• Pros and cons of BYOD from a cost management perspective
• Strategies to minimize costs in different deployment scenarios
• The practical application differences between TEM, WEM, and MDM tools
• The hidden costs of the stipend approach
• Best practice approaches to the strategy selection and implementation Process
• The role of an independent consultant in assisting with the process

4:00-4:45 p.m.

ComSci’s Software Demonstration: Software as a Service & Business Process as a Service Offering is Demonstrated Live along with a Q&A Session with a Prominent Customer

Brian Stedman, Vice President, Product Management

ComSci, a subsidiary of Upland Software

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.

After a thorough review of the Business as Service solution components, you will gain insight into how risk is mitigated by having built in controls, the ability to produce actionable variance to actual reporting while maintaining numerous versions, and how to build service costs via various methodologies. This insight will help you implement best practices and solutions to optimize IT resources at your own organizations.

4:00-4:45 p.m.

Convergent Technologies Service Demonstration: Using Internal Metrics in Contract Negotiations

Jeff Gill, CIO, Corporation Service Company,

Kate Jaffe, CEO, Convergent Technologies, Inc., and

Peg Talbott-Lane, IT Sourcing Director, Convergent Technologies, Inc.

Simplifying contract negotiations and vendor performance increases the opportunity for the provider to perform up to the expectations of the IT organization. This discussion will offer an in depth guide to using well known metrics to establish clearly understood contract terms and conditions that can then be used to measure provider performance during service operation.

5:00-7:00 p.m.

Convergent Technologies Reception

Do you have the metrics you need to assist you in contract negotiations? Convergent Technologies invites you to join us for a reception with today’s earlier speaker Jeff Gill, CIO of Corporation Service Company. You will have the opportunity to network with other attendees as well as learn how you can use your own internal metrics to help provide you the leverage you need when dealing with contract negotiations.

Thursday, July 17

7:00-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management Solutions

8:00-8:45 a.m.

How IT and Financial Directors and Managers Can Improve Alignment with the Business

Richard Hawes, Senior Manager

HP Software

IT finance and operations managers are under pressure to be better aligned with the business. The business wants to see more transparency and IT needs the business to participate in investment decisions to make the most of precious IT resources and avoid “shadow IT”. This session discusses why this is necessary, why it is difficult with typical IT management tools and the role of IT Financial Management in building better relationships between IT and the business. If you are a manager frustrated with the lack of business alignment or someone being pressured to improve transparency in IT operations and finance then this is the session for you!

9:00-9:45 a.m.

Data Sources

John Jarvis, Director, IT Finance

Molina Healthcare, Inc.

This is a practitioner's perspective on holding data source owners accountable for the information they provide. Learn how one company has worked through data integrity problems and the methods used to ensure that source data is up to date and produced for the greater good for all.

10:00-10:45 a.m.

Managing the Expense of Unified Communications

Kevin Donoghue, President

Telesoft Corporation

Communication is essential to success in the enterprise, and Unified Communications (UC) is one of the most widely used solutions within organizations looking to optimize business processes through an integrated platform. UC brings together real-time communication services, including instant messaging, video conferencing, data sharing, into a single platform and user experience resulting in a highly functional workforce, potentially on a global scale, at a greatly reduced expense. While the expense is greatly reduced, there is an expense that needs to be managed. And, more importantly – educating users on how to use the UC platform in the most cost effective manner is impossible to do without having visibility into how it is currently being used. This session will cover topics including:

  • The benefits of UC and enhanced business processes
  • Why Telecom Expense Management solutions and services are an essential component of managing a UC platform
  • Valuable metrics and usage analytics to optimize your UC network and reduce costs

11:00-11:45 a.m.

Cost Management Strategies in a Data Centric Mobile World

Gary Eckert, President/CEO

Telytics, Inc.

This presentation will address new strategies for mobility cost management under new data share pooling plans. You will learn the key elements to ensuring that your telecom contract offers the best flexibility to meet your company’s business needs and ensure the performance of your services and service providers. Topics that will be addressed in this presentation include:

  • The shift from unlimited data plans to shared data plans with unlimited voice and text
  • Impacts to traditional wireless expense management strategies
  • Pros and cons of new data share plans
  • The role of Wi-Fi in controlling costs
  • The challenges of right sizing data pools
  • International data cost management strategies

12:00-12:50 p.m.

Lunch Buffet

1:00-1:45 p.m.

"Top 10" Technology Acquisition Mistakes…and How to Avoid Them

Richard Hathaway, Principal

RLH Telecom Solutions, LLC

The industry "hype cycles" surrounding each of the latest technology advances are in full speed...sometimes just barely keeping up with the advances in technology itself. Acquisition strategies themselves must also evolve just as technology does. Join your colleagues for an open discussion of what we have seen as the most frequently made "Top 10" mistakes in acquiring speech and telephony technologies. Bring your own Top 10 list for an open discussion of tips and alternatives.

2:00-2:45 p.m.

The Road to Savings – Beyond Telecom Expense Management

James McDonald, Strategic Accounts Director

NetPlus

Telecommunications Expense Management has been the focus of savings in telecom for a number of years, but there is more. Telecommunications Infrastructure Management can help enterprises gain visibility into their entire telecommunications infrastructure including all telecom and IT assets and costs, while improving both internal and external processes to increase efficiency. This session will define Telecommunications Infrastructure Management and discuss major components that include:
• Inventory
• Internal and External Provisioning and MACD
• Billing/Invoice Management
• Contracts
• Next Gen Technology (VoIP/UC) Migration
The session will analyze how telecommunications is managed today and what enterprises may lack in oversight, control, reporting, tracking, and support for UC/VoIP. Solutions that can address these issues and save real dollars through automation, process improvement, and telecom infrastructure audits will be discussed. These savings can even fund future telecom projects!

3:00-3:45 p.m.

Telecommunication Financial Management: Delivering Control, Visibility and ROI

Richard Janis, Senior Vice President

Asentinel

Telecommunication Management (aka TEM) applies governance principles to what is typically one of the top five expenses within an organization. Adoption of this discipline – be it as a managed service or comprehensive outsourcing solution – delivers cross-functional automation, significant visibility and tangible, immediate and recurring cost reductions across both fixed and wireless expenditures. The holistic approach to success in TEM is a combination of People, Platform and Process. We will discuss how this trilogy delivers KPI’s, actionable analytics and performance results. You will not only be able to understand the value but be able to quantify the opportunity of Telecom Financial Management for your organization. We invite you to attend this session and to leave with the following:

  • Is a Managed Service or a Business Process Outsourcing (BPO) solution best for me
  • What are the realistic, tangible benefits to be gained from a TEM solution
  • How does TEM benefit each respective departmental stakeholder
  • Best Practices and Lessons Learned in selecting and deploying a TEM solution

4:00-4:45 p.m.

Nicus Software Demonstration: M-PWR IT Financial Management Solutions Overview

Robert Mischianti, Vice President

Nicus Software, Inc.

Nicus M-PWR is an integrated set of solutions for IT Financial Management and IT Business Management. Our solutions and capabilities include:
• IT Finance Automation
• IT Cost Transparency
• IT Chargeback, Showback & Cost Allocation
• Bill of IT
• Budgeting & Forecasting
• IT Spend Management
• Service Costing & TCO Reporting
• Benchmarking
• IT Supply Chain Management (SCM)

4:00-4:45 p.m.

VMware Software Demonstration: Cloud Business Management – What is it?

David Jasso, Product Line Marketing Manager

VMware

More and more companies are transitioning to new operating model for IT. In this new model, often referred to as Hybrid IT, companies must support an approach to service delivery that leverages Private Cloud, Public Cloud and SaaS solutions. While this model supports higher levels of agility and efficiency, it also presents new challenges in terms of managing the business side of IT services in a way that is both integrated and comprehensive. VMware is delivering an IT Business Management solution that allows organizations to effectively address the new challenges of managing Hybrid IT. This session will look at how VMware is innovating in the space of “Cloud Business Management”.  The session will also provide guidance on how organizations can start small by addressing the business management requirements associated with the establishment of a Private Cloud and then, as maturity increases, leverage advanced capabilities that allow IT to effectively manage the full IT services stack across a Hybrid Cloud landscape.

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.

Friday, July 18

7:00-8:00 a.m.

Full Breakfast Buffet

8:00-8:45 a.m.

Protecting Your Organization Against Knowledge Leakage

Kevin Tennon, IT Financial Lead

Cintas

Knowledge and information are the new products that continue to exceed the boundaries. Accounting efforts have attempted to measure and protect all assets. IT departments have adopted governance frameworks like COBIT, ITIL, and ISO. However, none of these frameworks deal directly with the management of knowledge and intellectual capital. This presentation will address the following question, “What blend of IT governance framework reduces the knowledge leakage in strategic alliance telecom contracts?”

9:00-9:45 a.m.

Optimizing Cost in a Cloud Environment

Kobi Katzir, Senior Product Line Manager

VMware

This session will show how to identify the most relevant portfolio elements that should be migrated to the cloud and how to migrate them in the most economical way. In addition we will discuss best practices that can help showing business value and optimization opportunities of portfolio elements delivered in a hybrid environment.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Businesses

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the business sector.
Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.

10:00-10:45 a.m.

Wrap Up Panel Session for Those from Government Agencies and Universities

(Panelists to be determined)

You have been at the conference for three to five days. You have heard a lot of opinions by speakers and from your colleagues, but was everything covered that you wanted to hear? These wrap up general sessions are your last chance for clarification and getting your questions answered by the panelists and your peers in the audience. There is no reason for you to go back to the office with unanswered questions. Even if you have no lingering questions, hearing the dialogue among your peers will be enlightening because their issues are likely your challenges too. This session allows you to gather one last time with all of those from organizations in the government and education sectors. Note: During this session, there will be three (3) lucky winners at a drawing for free passes to the ITFMA 2015 Conference of your choice.

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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: