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Wednesday, August 22

6:45-8:15 a.m.

Conference Registration and
  Full Breakfast sponsored by

a leader in ITFM Software Solutions for Financial Transparency

8:15-9:00 a.m.

An Open Panel Discussion Based on 25 Years of IT Financial Management Experience and Best Practices
Charles Johnson, President (moderator)
CNJohnson & Associates

A panel of very experienced IT Financial Management (ITFM) professionals will address your questions and comments. We hope to have a lively interaction with all of you attending, whether you are new to ITFM or a veteran yourself. Bring your questions, challenges, and thoughts on what has worked, what has not worked, and what needs improvement. We will discuss all of the key elements and financial disciplines of ITFM that deal with planning, controlling, pricing, evaluating and decision-making. Don’t be bashful. Let’s have an extended, open discussion.


9:15-10:00 a.m.

Demonstrating the Value of IT and Why "Running IT Like a Business” is a Misleading Phrase
Richard Hawes, HP WW ITFM Sr. Product Marketing Manager

Many IT groups are viewed by the organizations that they serve as "black boxes” where the organization fails to understand the true value IT is providing. IT Financial Management, of course, helps IT groups to become more financially transparent but is there another step that can be taken to really show the value of IT? In this session we'll look at the combination of IT financial information with IT performance information coming from multiple IT pillars including service management, monitoring, application quality and performance, etc. By combining the financial view with other performance views, IT can make better business-based decisions and have much more meaningful conversations with the rest of the organization.



10:15-11:00 a.m.

FAQs on Cost Modeling: A Panel Discussion
Kat Kordon (moderator), Financial Analyst, State of Oregon
Dean Meyer, President, NDMA Inc.
Charlie Johnson, President and CEO, CNJohnson & Associates Inc.

Some questions come up in session after session, and the answers may seem confusing or even conflicting. This panel puts together some of IT Financial Management’s leading authorities on cost modeling, and runs the most frequently asked questions by them. You'll have plenty of opportunity to submit your own questions, and you'll find other attendees raising questions that are relevant to you too. We expect questions like: What's the appropriate level of detail in a service catalog? How do you amortize various types of fixed cost? How do you price discretionary projects that require contractors? How do you gain funding for IT infrastructure and innovation? Be may hear some controversy since these authorities come from differing backgrounds and perspectives. But no matter what happens, you'll certainly leave with lots of insights on whatever questions are on your mind.



11:15-12:00 a.m.

IT Cost Transparency as You Move to the Cloud – Some Best/Common Practices to Consider
Jeffrey Ebbrecht, Senior IT Specialist
IBM Corporation

As we begin looking at the cloud as the future of IT, what type of cloud are you going to have – a rain cloud, a lightning cloud, or one with a silver lining? As companies begin moving to cloud computing and shared/virtualized IT resources, what are the best practices/common practices that would need to be in place around cost transparency? In this session we will discuss the importance of cost transparency techniques and processes for a shared or cloud computing environment. This will include the continuing growth in importance of usage metrics versus simple cost allocations. What if you do not have a cloud in the sky and you just have blue skies overhead? Keep in mind, cloud computing is the progression of a highly available, virtualized computing platform. So, maybe you do not have a cloud, but most companies and local, state and federal government agencies are continuing to evolve their shared computing platforms. These principles can be applied to all computing environments and platforms.


12:00-1:30 p.m.

Buffet Lunch - Not available to family/guests

1:45-2:30 p.m.

When the CIO Gets Transformed, What's Left for You?
Bill Paraska, Director, Business Support Services
Georgia State University

Transformation is the buzzword of the day and anxiety level is going up particularly in IT departments as IT seems to be the poster child for the best candidate for transformation. So if your CIO or IT Director does get transformed into a 1973 Chevy, what does that mean for you as the IT Financial Manager? It means you still are valuable to the organization if you have been diligent about building your expertise. The transformed IT Department is still going to be held accountable for what it spends and what value it provides, which you are already facing. So this presentation will offer some observations about key areas where you can expand what you do today and provide extremely valuable service during and after the transformation.


2:45-3:30 p.m.

Best Practices for Wireless Device Management
Wayne Webers, Director of Professional Services
Veramark Technologies, Inc.

You can’t control your IT expenses without mastering your telecom usage and spend. And the fastest-growing portion of telecom spend is wireless. This presentation will focus on the challenges of Wireless Device Management (WDM) and WDM best practices. WDM is a process component of Telecom Expense Management, an integrated approach to managing all aspects of fixed and mobile telecom finances – infrastructure investment, services, usage, and related business processes. WDM defines best practices for applying these management principles specifically to wireless networks and services. This presentation will address a variety of topics in the area of wireless management, including:

  • • Corporate versus Individual Liable devices: For years, corporate managers thought that Individual Liable wireless policies made the most sense and saved money, but is this really the best overall strategy?
  • • The impact of Bring Your Own Technology/Device on corporate policy, carrier selection, and security.
  • • Controlling costs: You negotiated competitive rates but your wireless costs continue to climb. There is more to controlling costs than rate plans.
  • • The importance of inventory management: Do you know where your wireless devices are and who is using them?
  • • The bottom line: How implementing good WDM policies and policy management sends dollars directly to the bottom line.


3:45-4:30 p.m.

IT Financial Management Best Practices with VMware IT Business Management Software Demonstration
Blair DeSio, Senior Sales Engineer

In this session we’ll talk about how automating reporting and processes with commercially available tools, like those available from VMware, dramatically increase the value of IT Financial Management (ITFM). This session will include:

  • • Introduction to how ITFM tools work – data gathering, reporting, and process automation
  • • How to get started, and how long it really takes
  • • Live demonstration of the VMware IT Business Management product including modeling, computation, "what-if”, and analysis
  • • Best practices for getting more from an ITFM implementation

We will also include real-life examples of how our customers are using our solutions to solve their ITFM challenges.


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.




Thursday, August 23

6:45-8:00 a.m.

Full Breakfast Buffet sponsored by

Nicus Software, a leader in IT Financial Management solutions


8:00-8:45 a.m.

Welcome Comments, Award Ceremony and Drawing
Terence Quinlan, Director
IT Financial Management Association

After a brief "Thank you for coming,” there will be an Award Ceremony recognizing many of the pioneers and leading experts who have been the major ITFMA contributors to the education of the IT Financial Management profession over the past 25 years. All of the speakers at this week’s IT Financial Management By Leading Professionals Conference will be recipients of this distinguished Award. Following the Award Ceremony, there will be a drawing for door prizes and you must be present to win. Among the prizes will be several of the new iPad3 32GB with WiFi + 4G access to the Verizon network for maximum coverage.


9:00-9:45 a.m.

Cox's Journey to IT Service Costing
Catherine Bates, Manager, Enterprise Asset Management & Finance Operations
Cox Enterprises, Inc.

In late 2011 and early 2012, Cox began a journey of developing IT service cost models. We needed to answer questions such as: What are our cost drivers? What is a business service? How do we charge back for this service? These were just a few of the areas that challenged us. This session will offer a view into the journey of how the IT Service cost models were developed and are being used in the business today.


10:00-10:45 a.m.

Calculating Value of Your Assets
Chris Baczkiewicz, IT Standards Support Manager

IT Financial Management is focused on calculating the costs of the IT Assets and IT Operations. The effective management of IT though needs information about what value does IT bring. The IT assets provide not only monetary value to the organization, but sometimes they can impact productivity, competitiveness or any other value metric an organization uses. During this interactive session, we will discuss how IT value is measured and what factors influence it.


11:00-11:45 p.m.

How IT Assets Kill Your Bottom Line
Samuel Barton, Principal, Contract Management Specialists and
Jon Maxim, President, Maxelerate Systems Ltd.

This is a case study based presentation. By now most IT executives have at least heard about IT Asset Management. Some organizations are not convinced it is necessary. Others have implemented it, not seen value in it and either cancelled the program or let it starve to death. Still others have implemented it effectively but are still not convinced of its value. Very few have implemented it effectively and are convinced of its necessity. Our experience is that it is a program that has significantly and positively impacted IT costs when implemented effectively. Why is it that there are so many doubters? This session is led by a consultant who has been making a living from IT Asset Management and an IT executive who has experienced implementing it at several organizations. We believe we have the answer to the question. Attending this session will give you insight into what makes IT Asset Management effective and the benefits attainable.


12:00-1:15 p.m.

Buffet Lunch - Not available to family/guests

1:15-2:00 p.m.

A Best Practices Approach to Deploying and Managing IT Assets
Daniel Abell, Vice President

Dynamic physical IT environments demand a highly accurate hardware asset management approach to enable superior management of service delivery objectives. We will describe how a Fortune 100 enterprise was able to achieve this goal through both the technology deployed, e.g. radio-frequency identification, as well as the asset management processes implemented. Additionally we will provide best practices regarding implementation details, metrics, and approaches that are necessary to ensure success with your own deployment. Finally we will explore opportunities to better measure financial asset performance levering this technology platform and look at future enhancements and extensions to generate additional organizational value.


2:15-3:00 p.m.

Best Practices in Mapping IT Service Cost Structures to Reduce Costs and Fund Innovation Opportunities
Jeff Gill, Executive

Extracting costs from IT operations to fuel IT innovation cycles is a key discipline for IT executives. Service cost models provide IT Leaders insight to details of IT investments and operation. When service cost models are deliberately linked to IT's financial performance, senior IT leaders are able to choose meaningful initiatives from an array of qualified opportunities and integrate financial discipline with operational discipline without eroding the quality of existing service performance. This session will look at types of service cost models with a specific emphasis on linking the cost drivers to executive dashboards and financial controls. Case studies are drawn from actual experiences and include: Service Strategy, Service Transition, and Service Operation. Each case study will emphasize achieving results by using a stepwise maturity model (provided) with discussion points on the levers executives use to enhance outcomes.


3:15-4:00 p.m.

Mobility Growth Trends and Their Impact on YOU!
Josh Bouk, Senior Vice President of Strategic Services
Veramark Technologies, Inc.

With the explosive growth of remote workers, flexible work environments, Bring Your Own Device (BYOD), and the influence of the newest generation of employees, we have all seen mobility in the workplace skyrocket. More and more employees are using tablets, mobile devices and smartphones adding to the already enormous burden on IT infrastructure to cost effectively support this growing and demanding workforce. What policies are being implemented? How are organizations balancing the growth in complexity and expenses with the gains received in productivity and employee satisfaction? Veramark has combined the latest industry research with direct feedback from our 3,300 customers to identify the latest trends in mobility management – including the policies, processes and tools that enterprises are leveraging to effectively manage their mobile assets and expenses. Join us and learn how enterprises are dealing with these issues and how you can benefit from their lessons learned.


4:15-5:00 p.m.

Reducing IBM Monthly License Charge Software Costs
Craig Mullins, Vice President

IBM added the "Define Capacity" setting for Sub-Capacity customers, so you pay for what you use. How does this affect each organization running IBM Monthly License Charge pricing? What are the dynamics of this, and what will it cost you if this is not managed correctly? Every month companies are paying less for software costs if the rolling 4-hour average (R4H) is reduced and managed more effectively. Software is now almost 50% of the total IT budget. More and more Independent Software Vendors will start to use this billing process, so the savings can easily be six figures monthly. This session will discuss ideas on managing software costs and to improve performance by ensuring you are charged only for what you need and not what you use!


5:30-7:30 p.m.

ComSci’s 25th Anniversary ITFMA Celebration & Reception

ComSci, a leader in automated IT Financial Management Solutions, invites you to join us for some delicious food, refreshing drinks, and informal conversations in a relaxing atmosphere. This will be an enjoy- able opportunity for you to celebrate the 25th Anniversary of ITFMA in beautiful Scottsdale as well as network with other conference attendees and (while you’re at it) learn more about ComSci’s award-winning SaaS-based IT Financial Management capabilities.




Friday, August 24

6:45-8:15 a.m.

Full Breakfast Buffet

8:15-9:00 a.m.

IT Centralization Battles and the Role of IT Financial Managers
Steven Schafer, IT Administrator, Financial Services
State of Nebraska

Government IT Financial Managers have several tools that can be used to fight waste stemming from decentralized operations while helping to build "effective central service organizations." This session will explore how an expansive view of (Committee of Sponsoring Organizations) COSO's guidance on internal controls, innovative cost recovery methods, cost-benefit analysis, service level agreements, and financial transparency can help tame the battles between the central IT entity and government agencies.


9:15-10:00 a.m.

Selecting and Integrating IT Financial Management Tools
Charles Betz, Research Director, IT Portfolio Management
Enterprise Management Associates, Inc.

This session will cover EMA’s latest research on IT Financial Management (ITFM) tools. This includes a framework for evaluating tools for the IT Financial Management (ITFM) market, sorting the complex landscape of vendor offerings into clearly defined tool sub-types, each comprising different sets of features/functions. It then provides an overview of current ITFM vendors and where they fit in that framework. ITFM tools require extensive integration with one another, as well as other IT management and service delivery systems. This session will offer an experienced enterprise architect’s perspective on how the tool sub-types are linked with each other and with other tools in the IT environment. Attendees will receive a free copy of the new EMA research paper, "Integrating IT Financial Management Tools into the IT Management Architecture.” This session will help you understand your ITFM tool requirements, the ITFM tools marketplace, and how to implement ITFM tooling within the context of a long-term vision of a complete system of IT management tools.


10:15-11:00 a.m.

Taking Your IT Business Case to the Next Level
Jason Byrd, Strategic Advisory Services Partner
RPC Solutions

….when the "back of the napkin” just won’t cut it to manage your IT asset portfolio. Let’s revisit the classic financial theories applied to technology investments, and stretch our thinking about a sophisticated yet practical approach for valuing investments using the Real Options theory. This approach applies the Black-Scholes model to real investments, such as IT-enabled business initiatives. A financial option gives the owner the right, but not the obligation, to buy or sell an asset at a given price. And similarly, we will review how a company making a strategic investment in SAP, for example, has the right, not the obligation, to exploit this investment in the future.

Note: During this session, there will be two lucky winners at a drawing for a free pass to the ITFMA 2013 Conference of your choice. You may be one of them!



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6/11/2018 » 6/15/2018
2018 World of IT Financial Management, San Francisco, CA

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