itfma celebrates the 30th anniversary of the it financial ...€¦ · it business & fin....
TRANSCRIPT
1
Two-Day IT Finance Boot Camp & Eight (8) Half-day Workshops on:
IT Financial Management Overviewsfor Management and Practitioners
ITFM Essential Principles, Concepts & Procedures
ITFM Best Practice Models, Tools & Techniques
ITFMA • www.itfma.com • (805) 687-7390 • [email protected]
Free Enrollment in ITFMA Certificate Programs for:
IT Financial Management Best Practices • IT Asset ManagementIT Financial Management Controllership • IT Financial Planning, Budgeting & Reporting
ITIL Financial Management • IT Chargeback and ABC ManagementIT Performance Management and Benchmarking • IT Financial Management Accounting
Government IT Financial Management • Telecommunication Financial Management
30th AnniversaryCelebration of theITFM Profession
Save 30% ($900-$1,100
if Register by May 26th
Plus 10-20% for Groups of
2 or More
Money Back Guarantee!
Only ITFMA offers your money back if you find more value for the same price at
any other conference in 2017
5-Day Week-LongIT Financial Management
Program – Only at ITFMA!
Only at ITFMA!Full Breakfast Buffets
and Lunch Buffets Every Day for Your Unique
Diet and Appetite
Win Free Passesto ITFMA
2018 Conferences
Financial World oF inFormation technologyJune 26-30, 2017
hyatt regency austin hotel • austin, tX
Over 110 Sessions on TheseMajor IT Financial Disciplines:
IT Asset Management – Acquisition, Control, Disposal
IT Strategic and Financial Planning
IT Financial Management Best Practices
IT Performance Management & Benchmarking
IT Financial Issues for Senior Executives and Their Direct Reports
Government IT Financial Management
Telecommunication Financial Management
ITFMA Celebrates the 30th Anniversary ofthe IT Financial Management Profession
Hyatt Regency Hotel
Downtown Austin
Nearby Driskill Bar
Local Entertainment
Downtown Night Life
Congress Bridge
2
Mon
. 6/2
6IT
Fin
anci
al M
anag
emen
t Ove
rvie
w
for M
anag
emen
t and
Pra
ctiti
oner
sIT
FM B
est P
ract
ice
Mod
els,
Tool
s and
Tec
hniq
ues
ITFM
Ess
entia
l Pri
ncip
les,
Con
cept
s and
Pro
cedu
res
8:00
a.m
.IT
Fin
ance
Boo
t Cam
p: P
art 1
* A
Prim
er o
n C
harg
ebac
k fo
r Tod
ay’s
ITTe
leco
m F
inan
cial
Man
agem
ent 1
01
1:00
p.m
.IT
Fin
ance
Boo
t Cam
p: P
art 2
Build
ing
Your
Fou
ndat
ion
for C
ost T
rans
pare
ncy*
Step
s to
Effec
tivel
y W
rite
and
Adv
ocat
e Pr
ojec
t Req
uire
men
ts
Tues
. 6/2
7
8:00
a.m
IT F
inan
ce B
oot C
amp:
Par
t 3C
loud
Ser
vice
s, St
rate
gies
& F
inan
cial
Man
agem
ent*
IIT
Fina
ncia
l Man
agem
ent O
verv
iew
& C
omm
unic
atio
n
1:00
p.m
.IT
Fin
ance
Boo
t Cam
p: P
art 4
Best
Pra
ctic
es fo
r Red
ucin
g an
d M
anag
ing
IT a
nd T
elec
om C
osts
Dev
elop
You
r ITF
M S
trat
egy
Base
d on
IT L
eade
rshi
p Pa
in P
oint
s*
Ove
rvie
w o
f the
Fin
anci
al W
orld
of I
nfor
mat
ion
Tech
nolo
gy •
June
26-
30, 2
017
IT F
inan
cial
Issu
es fo
r Sen
ior E
xecu
tives
and
Thei
r Dir
ect R
epor
ts
IT
Stra
tegi
c Pla
nnin
gan
d Fi
nanc
ial P
lann
ing
IT F
inan
cial
Man
agem
ent T
ools
,
Mod
els a
nd T
echn
ique
s
IT F
inan
cial
Man
agem
ent f
or E
xpen
seM
anag
emen
t & F
inan
cial
Dec
isio
n M
akin
g
Wed
. 6/2
8
8:00
a.m
.C
IO S
trat
egie
s: N
ew T
echn
olog
ies &
Dem
ands
Fi
nanc
ial P
lann
ing
vs. I
T Pl
anni
ng*
Sele
ctio
n &
Impl
emen
tatio
n of
ITFM
Too
ls G
ettin
g Be
tter C
loud
for Y
our B
uck
9:00
a.m
.IT
Ser
vice
s Man
agem
ent f
or IT
Bus
ines
s & F
in M
gmt
Stra
tegi
es fo
r Opt
imiz
ing
IT S
pend
ing*
IT C
ost M
odel
ing:
Lev
el o
f Det
ail
Tran
sfor
mat
ion
Serv
ices
– M
anag
ing
Vend
ors
10:0
0 a.
m.
Vend
or &
Sou
rcin
g M
gmt t
o C
reat
e Bu
sines
s Val
ue
Inve
stm
ent B
ased
Bud
getin
g U
sing
Perio
dic C
ost &
Rat
e A
naly
sis*
The
Fina
nce
Role
in th
e W
orld
of I
T as
a S
ervi
ce
11:0
0 a.
m.
ITFM
Bes
t Pra
ctic
es fo
r a C
hang
ing
IT L
ands
cape
*Th
e IT
Cha
rgeb
ack
Jour
ney
The
IT O
rgan
izat
ion
Cha
rt &
You
r Ser
vice
Cat
alog
sCu
stom
er C
entr
icity
– K
now
You
r Int
erna
l Clie
nts
1:00
p.m
.IT
Bus
ines
s & F
in. M
etric
s for
Nex
t-G
ener
atio
n IT
IT T
rans
form
ed V
ia a
New
Bud
get P
roce
ssVa
lue
Cre
atio
n U
se C
ases
for I
TFM
/TBM
*In
trod
uctio
n to
Dat
a N
etw
orki
ng
2:00
p.m
.Re
spon
ding
to L
ong
Term
Tre
nds i
n IT
Spe
ndin
g*Se
rvic
e-Ba
sed
IT B
udge
ting
& F
orec
astin
g Bu
dget
ing
Your
Une
xpec
ted
Softw
are
Spen
dSe
lect
ing
a TE
M, W
EM, o
r MD
M S
ervi
ce P
rovi
der
3:00
p.m
.M
easu
re, E
nabl
e &
Fac
ilita
te IT
Inno
vatio
n Po
rtfo
lioH
ow to
Ach
ieve
Cos
t Tra
nspa
renc
y*TC
O C
onsid
erat
ions
in th
e C
loud
4:00
p.m
.To
p Re
ason
s ITF
M T
eam
s Str
uggl
e to
Sho
w V
alue
*
Thur
. 6/2
9
8:00
a.m
.RO
I of C
onve
rged
, Hyp
er-C
onve
rged
Env
ironm
ents
*H
ybrid
App
roac
h fo
r a F
riend
ly IT
Bud
get
Benc
hmar
king
Tel
ecom
Con
trac
ts fo
r Max
. Val
ueIm
plem
entin
g a
Serv
ice
Cat
alog
Use
rs W
ill L
ove
9:00
a.m
.W
here
Are
You
in th
e St
ages
of C
loud
Ado
ptio
n?Be
nchm
arki
ng Y
our I
T Bu
dget
From
Par
tial t
o Fu
ll C
harg
ebac
kD
evel
opin
g a
Succ
essf
ul R
FP fo
r an
ITFM
Sol
utio
n*
10:0
0 a.
m.
How
TBM
Sup
port
s Pro
vidi
ng E
ffect
ive
IT S
ervi
ces*
Tech
nolo
gy T
rend
s Im
pact
ing
RFP
Proc
ess
Cos
t Mod
elin
g Is
n’t H
ard,
If Y
ou K
now
the
Secr
et
Usin
g IT
FM to
Acc
eler
ate
and
Driv
e D
ecisi
ons
11:0
0 a.
m.
ITFM
Cre
atin
g Va
lue
for Y
our U
ser C
omm
unity
Hyb
rid IT
Env
ironm
ent:
The
New
Nor
mal
A Jo
urne
y in
to th
e W
orld
of I
T In
voic
ing
& B
eyon
d*IT
Ass
et D
ispos
ition
Bes
t Pra
ctic
es
1:00
p.m
.IT
AM
Ree
ngin
eerin
g: U
sing
ITSM
to Im
prov
e IT
AM
* IT
Bud
gets
Usin
g IT
Dem
and
Fore
cast
sC
harg
ebac
k in
a C
loud
/Non
-clo
ud E
nviro
nmen
tSo
ftwar
e Li
cens
e Au
dits
2:00
p.m
.C
yber
secu
rity
for A
ll IT
Pro
ject
s*So
ftwar
e Au
dit P
reve
ntio
nH
ow to
Bui
ld a
n IT
Ser
vice
Cat
alog
Man
agin
g C
loud
in C
ompl
ianc
e w
ith G
ov. R
egul
atio
ns*
3:00
p.m
.C
alcu
latin
g th
e Tr
ue C
ost o
f IT
Serv
ices
Impl
emen
ting
a Bu
dget
ing
Syst
em*
Risk
Ass
essm
ent &
Con
trol
of S
oftw
are
Inve
stm
ents
4:00
p.m
.Im
prov
e IT
Fin
anci
al a
nd B
usin
ess M
anag
emen
t*
Fri.
6/30
8:00
a.m
.G
ettin
g Pr
ojec
t App
rova
l fro
m th
e C
EO &
Boa
rdro
om
¬Usin
g TE
M a
s a B
udge
ting
Tool
ERP
Clo
ud Im
plem
enta
tion
– a
Fina
ncia
l Per
spec
tive*
9:00
a.m
.St
affing
Impa
ct o
f Aut
omat
ion
on P
rovi
ding
Ser
vice
sRi
sk-A
djus
ted
Dem
and
Fore
cast
sSe
rvic
e C
ost M
odel
ing
Q&
A (P
art 1
of 2
) *
10:0
0 a.
m.
Succ
essf
ul B
usin
ess C
ase
Proc
ess &
Acc
urat
e Re
sults
*Pr
agm
atic
Tra
nsiti
on S
ervi
ce A
gree
men
ts
Serv
ice
Cos
t Mod
elin
g Q
&A
(Par
t 2 o
f 2)
11:0
0 a.
m.
Wra
p U
p Pa
nel S
essio
n fo
r Thos
e fr
om B
usin
esse
sPa
nel f
or G
over
nmen
ts &
Uni
vers
ities
*
*Gov
ernm
ent I
T Fi
nanc
ial M
anag
emen
t tra
ck o
f ses
sions
3
AUSTIN CONFERENCE REGISTRATIONIT Financial Management Assn., P.O. Box 30188, Santa Barbara, CA 93130
Phone (805) 687-7390 • Fax (805) 687-7382 • [email protected]
Name________________________________________Title_________________________First Name on Name Tag_____________
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Address__________________________________________________City__________________________State_____Zip_________
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Check (√) appropriate selections:
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• Enclosed is payment q • Please bill me q • Charge to: Visa q MasterCard q American Express q Diners Club q
Card Number_______________________________Expiration Date__________Name on Card____________________________
Check (√) seminars, workshops and conference tracks/categories you are likely to attend most of the time on the following days: Monday 8:00 a.m.-12:00 p.m. Workshops/Seminars q IT Finance Boot Camp: Part 1q A Primer on Chargeback for Today’s ITq Telecom Financial Management 101
Monday 1:00-4:00 p.m. Workshops/Seminarsq IT Finance Boot Camp: Part 2q Building Your Foundation for Cost Transparencyq Steps to Effectively Write and Advocate Project Requirements
Tuesday 8:00 a.m.-12:00 p.m. Workshops/Seminarsq IT Finance Boot Camp: Part 3q Cloud Services, Strategies & Financial Managementq IT Financial Management Overview & Communication
Tuesday 1:00-4:00 p.m. Workshops/Seminarsq IT Finance Boot Camp: Part 4q Develop Your ITFM Strategy Based on IT Leadership Pain Pointsq Best Practices for Reducing and Managing IT and Telecom Costs
Wednesday-Friday Conference Tracks/Categoriesq IT Strategic and Financial Planning, Budgeting and Reportingq IT Financial Management Best Practices, Tools and Techniquesq IT Asset Management – Acquisition, Control and Disposalq IT Financial Issues for Senior Executives and Their Direct Reports q IT Performance Management and Benchmarking q Government IT Financial Management q Telecommunication Financial Management
“Knowledge will bring you theopportunity to make a difference.” – Claire Fagin
“An investment in knowledgepays the best interest.”
– Benjamin Franklin
“Education is the kindling of a flame,not the filling of a vessel.”
– Socrates
IT F
inan
cial
Issu
es fo
r Sen
ior E
xecu
tives
and
Thei
r Dir
ect R
epor
ts
IT
Stra
tegi
c Pla
nnin
gan
d Fi
nanc
ial P
lann
ing
IT F
inan
cial
Man
agem
ent T
ools
,
Mod
els a
nd T
echn
ique
s
IT F
inan
cial
Man
agem
ent f
or E
xpen
seM
anag
emen
t & F
inan
cial
Dec
isio
n M
akin
g
Wed
. 6/2
8
8:00
a.m
.C
IO S
trat
egie
s: N
ew T
echn
olog
ies &
Dem
ands
Fi
nanc
ial P
lann
ing
vs. I
T Pl
anni
ng*
Sele
ctio
n &
Impl
emen
tatio
n of
ITFM
Too
ls G
ettin
g Be
tter C
loud
for Y
our B
uck
9:00
a.m
.IT
Ser
vice
s Man
agem
ent f
or IT
Bus
ines
s & F
in M
gmt
Stra
tegi
es fo
r Opt
imiz
ing
IT S
pend
ing*
IT C
ost M
odel
ing:
Lev
el o
f Det
ail
Tran
sfor
mat
ion
Serv
ices
– M
anag
ing
Vend
ors
10:0
0 a.
m.
Vend
or &
Sou
rcin
g M
gmt t
o C
reat
e Bu
sines
s Val
ue
Inve
stm
ent B
ased
Bud
getin
g U
sing
Perio
dic C
ost &
Rat
e A
naly
sis*
The
Fina
nce
Role
in th
e W
orld
of I
T as
a S
ervi
ce
11:0
0 a.
m.
ITFM
Bes
t Pra
ctic
es fo
r a C
hang
ing
IT L
ands
cape
*Th
e IT
Cha
rgeb
ack
Jour
ney
The
IT O
rgan
izat
ion
Cha
rt &
You
r Ser
vice
Cat
alog
sCu
stom
er C
entr
icity
– K
now
You
r Int
erna
l Clie
nts
1:00
p.m
.IT
Bus
ines
s & F
in. M
etric
s for
Nex
t-G
ener
atio
n IT
IT T
rans
form
ed V
ia a
New
Bud
get P
roce
ssVa
lue
Cre
atio
n U
se C
ases
for I
TFM
/TBM
*In
trod
uctio
n to
Dat
a N
etw
orki
ng
2:00
p.m
.Re
spon
ding
to L
ong
Term
Tre
nds i
n IT
Spe
ndin
g*Se
rvic
e-Ba
sed
IT B
udge
ting
& F
orec
astin
g Bu
dget
ing
Your
Une
xpec
ted
Softw
are
Spen
dSe
lect
ing
a TE
M, W
EM, o
r MD
M S
ervi
ce P
rovi
der
3:00
p.m
.M
easu
re, E
nabl
e &
Fac
ilita
te IT
Inno
vatio
n Po
rtfo
lioH
ow to
Ach
ieve
Cos
t Tra
nspa
renc
y*TC
O C
onsid
erat
ions
in th
e C
loud
4:00
p.m
.To
p Re
ason
s ITF
M T
eam
s Str
uggl
e to
Sho
w V
alue
*
Thur
. 6/2
9
8:00
a.m
.RO
I of C
onve
rged
, Hyp
er-C
onve
rged
Env
ironm
ents
*H
ybrid
App
roac
h fo
r a F
riend
ly IT
Bud
get
Benc
hmar
king
Tel
ecom
Con
trac
ts fo
r Max
. Val
ueIm
plem
entin
g a
Serv
ice
Cat
alog
Use
rs W
ill L
ove
9:00
a.m
.W
here
Are
You
in th
e St
ages
of C
loud
Ado
ptio
n?Be
nchm
arki
ng Y
our I
T Bu
dget
From
Par
tial t
o Fu
ll C
harg
ebac
kD
evel
opin
g a
Succ
essf
ul R
FP fo
r an
ITFM
Sol
utio
n*
10:0
0 a.
m.
How
TBM
Sup
port
s Pro
vidi
ng E
ffect
ive
IT S
ervi
ces*
Tech
nolo
gy T
rend
s Im
pact
ing
RFP
Proc
ess
Cos
t Mod
elin
g Is
n’t H
ard,
If Y
ou K
now
the
Secr
et
Usin
g IT
FM to
Acc
eler
ate
and
Driv
e D
ecisi
ons
11:0
0 a.
m.
ITFM
Cre
atin
g Va
lue
for Y
our U
ser C
omm
unity
Hyb
rid IT
Env
ironm
ent:
The
New
Nor
mal
A Jo
urne
y in
to th
e W
orld
of I
T In
voic
ing
& B
eyon
d*IT
Ass
et D
ispos
ition
Bes
t Pra
ctic
es
1:00
p.m
.IT
AM
Ree
ngin
eerin
g: U
sing
ITSM
to Im
prov
e IT
AM
* IT
Bud
gets
Usin
g IT
Dem
and
Fore
cast
sC
harg
ebac
k in
a C
loud
/Non
-clo
ud E
nviro
nmen
tSo
ftwar
e Li
cens
e Au
dits
2:00
p.m
.C
yber
secu
rity
for A
ll IT
Pro
ject
s*So
ftwar
e Au
dit P
reve
ntio
nH
ow to
Bui
ld a
n IT
Ser
vice
Cat
alog
Man
agin
g C
loud
in C
ompl
ianc
e w
ith G
ov. R
egul
atio
ns*
3:00
p.m
.C
alcu
latin
g th
e Tr
ue C
ost o
f IT
Serv
ices
Impl
emen
ting
a Bu
dget
ing
Syst
em*
Risk
Ass
essm
ent &
Con
trol
of S
oftw
are
Inve
stm
ents
4:00
p.m
.Im
prov
e IT
Fin
anci
al a
nd B
usin
ess M
anag
emen
t*
Fri.
6/30
8:00
a.m
.G
ettin
g Pr
ojec
t App
rova
l fro
m th
e C
EO &
Boa
rdro
om
¬Usin
g TE
M a
s a B
udge
ting
Tool
ERP
Clo
ud Im
plem
enta
tion
– a
Fina
ncia
l Per
spec
tive*
9:00
a.m
.St
affing
Impa
ct o
f Aut
omat
ion
on P
rovi
ding
Ser
vice
sRi
sk-A
djus
ted
Dem
and
Fore
cast
sSe
rvic
e C
ost M
odel
ing
Q&
A (P
art 1
of 2
) *
10:0
0 a.
m.
Succ
essf
ul B
usin
ess C
ase
Proc
ess &
Acc
urat
e Re
sults
*Pr
agm
atic
Tra
nsiti
on S
ervi
ce A
gree
men
ts
Serv
ice
Cos
t Mod
elin
g Q
&A
(Par
t 2 o
f 2)
11:0
0 a.
m.
Wra
p U
p Pa
nel S
essio
n fo
r Thos
e fr
om B
usin
esse
sPa
nel f
or G
over
nmen
ts &
Uni
vers
ities
*
*Gov
ernm
ent I
T Fi
nanc
ial M
anag
emen
t tra
ck o
f ses
sions
4
Monday, June 26
7:00-8:00 a.m.Conference Registration and Full Breakfast Buffet
8:00-11:45a.m.Two-Day IT Finance Boot Camp (Part 1 of 4)Rob Mischianti, Vice PresidentNicus SoftwareWhat makes IT Finance different from any other finance job? This workshop is ideal for finance and accounting professionals new to the world of IT Finance. We will dissect IT spend, examine technologies deployed in a corporate data center facility and its operation, and deep-dive common accounting practices used by IT Finance professionals. Additionally, we’ll discuss the emerging challenges facing an IT Finance organization as they support a modern day CIO. Several detail calculation exercises with answer keys are included for attendees. The topics will include: • Foundational Knowledge • IT Finance Calculations & Exercises - Anatomy of a Data Center - Exercise: CapEx v OpEx & Capital Tracking (description below) - IT Spend Breakdown - Exercise: Depreciation & Software Amortization (description below) - IT Service Catalog - Exercise: Labor Rate Calculations (description below) - IT Consumers: Applications, End User - Capitalization of Internally Developed Software Computing, & Business Services - Project Financials• An IT Finance Position - Building a Forecast (Baseline Calculations, - Position Description Adjustments, & Approval Process) - Roles & Responsibilities - Cost Modeling Methodologies, Service Costing, - Staffing & Ideal Candidates Cost Allocation, Chargebacks, and Bill of IT • IT FM Maturity • IT Finance Data• IT FM Best Practices - Actuals, Budget, & Forecast• IT FM Value - Allocated Views & Supporting Detail - The Value Proposition of IT) - Data Gathering - Running IT Like a Business - Metrics & Operational Drivers • Reporting & Analytics and IT Finance ToolsetThe following hands-on exercises will be included:CapEx and OpEx Exercise: In this session, we will discuss the difference between Operating Expenses and Capital Expenses, including Accounting Treatment, and perceived benefits of expensing versus capitalizing. IT Labor Rates Exercise: In this session we will discuss the creation of IT Labor Rates for purposes of Chargeback, Project Financials, and Capital-ization. We will outline various options for how rates can be calculated and at what frequency. You will walk through a detailed example of Labor rate calculations as well as methods to analyze an under or over recovery of labor expense. Finally, we will touch on the use of Labor Rates for capitaliza-tion of internal labor. We will use time tracking tool data and walk through sample calculation of amounts to be capitalized.Depreciation and Amortization Exercise: In this session, we will discuss Depreciation and Amortization of Hardware and Software Fixed Assets as well as Amortization of Prepaid Hardware and Software Maintenance Expense. A detailed use case will provide insight into data and calculations to produce a multi-year forecast of these items.
A Primer on Chargeback for Today’s IT (4 hours)Penny Collen, Financial Solutions Architect, Thought Leader, Blogger & SpeakerPL Collen and AssociatesAre you considering implementing a chargeback process but are unsure where to start? Do you have a chargeback process in place but feel some parts just are not giving you the benefits you had hoped to realize? This workshop will offer a roadmap for success when working with chargeback. We will cover the basic components from cost modeling to data collection to user communication. Does your budget process need to change? What happens to asset management and software license practices? Along the way, we will discuss the changing nature of an IT service economy. What is the impact of a hybrid environment using a mix of internal resources and public cloud resources? Bring your questions to get input from your peers. More important, bring you success stories to help us all learn.
Telecom Financial Management 101 (4 hours) Wayne Webers, PartnerNetwork Sourcing AdvisorsThis workshop is a primer designed to provide basic information for people who interface with the Network Operations team. An overview of voice telecommunication services will include long distance, toll free, local (how they work) and current trends relative to IP based voice services. An overview of data networking services will include private line, MPLS, WAN services and current trends relative Software Defined Networks (SDN), etc. The workshop also will include an understanding of Carrier contracts by working through several contracts to understand the structure, nuances, and pitfalls) as well as an in-depth look at the 7-steps required for Sourcing success.
12:00-12:50 p.m.Buffet LunchNetworking lunch tables for you to meet those with common IT Finance interests.
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1:00-3:45p.mTwo-Day IT Finance Boot Camp (Part 2 of 4)Rob Mischianti, Vice PresidentNicus SoftwareContinued workshop from the morning sessions.
Building Your Foundation for Cost Transparency (3 hours)Penny Collen, Financial Solutions Architect, PL Collen & Associates andCharles Johnson, President and CEO, CNJohnson & Associates, Inc.IT organizations are redefining relationships among themselves and the business units they support. Service Management is not just the latest trend, it has become an integral part of the IT business strategy. As services are more clearly defined, it has become more obvious that IT and those who use IT services have a critical need to understand the costs of providing services. While IT budgets are still submitted using a corporate chart of accounts (wages, hardware, facilities, etc.) the most meaningful way IT can defend its spending patterns are through explanations of service growth. This workshop will show you how competitive IT departments are approaching Cost Allocations, Chargeback, and Showback, integrating these activities into the overall management structure and communications. From bundling services into offerings expressed in business terms to effectively embrac-ing hybrid cloud technology, learn how to effectively create a solid foundation of cost identification and allocations.
Steps to Effectively Write and Advocate Project Requirements (3 hours) Bryce Thorpe, AssociateCask, LLCAre you climbing them or stumbling over them. We’ve all been there. You have something you know will improve productivity, quality or efficiency. Yet, when you get in the war room and the axes come out, your projects and requirements never seem to survive the slaughter. This workshop will cover:• Examining the most common reasons legitimate priorities don’t get funding• Tips to getting your priorities the attention they deserve; strong writing and effective advocacy• Exercise in writing and defending a requirementIn part one of this workshop, we will spend time discussing the most common reasons why project requirements fail to grab attention and make the cut. In part two, we will cover strategies you can implement to ensure your requirements are getting the attention they deserve. Among the topics we will address are trade-offs, return on investment, credibility, and effective writing. In the final part, we will spend some time in teams writing and defending a sample requirement and then sharing it with a “critical” audience.
Tuesday, June 27
7:00-8:00 a.m.Conference Registration and Full Breakfast Buffet
8:00-11:45a.m.Two-Day IT Finance Boot Camp (Part 3 of 4)Rob Mischianti, Vice PresidentNicus SoftwareContinued workshop from Monday sessions.
Cloud Services, Strategies & Financial Management (4 hours)Jeffrey Lockenvitz, I.S. ControllerUnited Parcel ServiceCloud services are considered by many to be where IT must go to be cost effective. However, the definition of “The Cloud” is so cloudy that it can be difficult to develop a sound business case and financial strategy to take advantage of what makes sense for the unique needs of an organization. The challenge is made even greater by the fact that most companies do not fully understand the cost of their existing IT infrastructure and operations mak-ing it difficult to know what the real costs and benefits are of a cloud strategy. In this workshop, we will review the different forms of cloud services and strategies as well as the internal and external costs associated with them. We will also review an actual cloud business case that was developed and the strategy that resulted from its refinement. Finally, we will discuss the challenges and approaches to cloud service chargeback and its impor-tance in driving behavior consistent with strategic direction.
IT Financial Management Overview & Communication (4 hours) Charles Johnson, CEO/PresidentCNJohnson & AssociatesThis workshop provides a comprehensive overview of Total Technology Financial Management and some of the related key financial disciplines. The seminar is geared to those new to this area and those interested in comparing experiences at their organization. During this workshop we will discuss all of the essential components in IT financial management – Strategic Planning, Project Planning, Project Evaluation, Project Tracking, Resource Planning, Capital Budgeting, Procurement, Contract Management, Asset Management, Operating Budgets, Expense Reporting, Product Costs, Activ-ity-Based Costing, Service Pricing, Chargeback, Benchmarking, Balanced Scorecards, Dashboards, etc. How do all of these elements work together? How do we make sure these concepts are understood and supported by management? Bring your experiences, questions, and answers.
This workshop also serves as an introductory communications forum that will explain in non-technical terms the disciplines (concepts/techniques), acronyms, and terms relevant to IT financial planning, controlling, pricing, evaluating and decision-making. The purpose is to make you conversant at
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a high level about IT finance. This is 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.
12:00-12:50 p.m.Buffet LunchNetworking lunch tables for you to meet those with common IT Finance interests.
1:00-3:45p.mTwo-Day IT Finance Boot Camp (Part 4 of 4)Rob Mischianti, Vice PresidentNicus SoftwareContinued workshop from the morning sessions.
Develop Your ITFM Strategy Based on IT Leadership Pain Points (3 hours) Dean Meyer, Author and CIO CoachNDMA, Inc.As “Captain Obvious” would say, “To gain IT leadership support, you need to address problems they care about.” Your ITFM initiatives, and the se-quence of initiatives that forms your strategy, should be based on what your senior IT leaders care about. In this interactive workshop, you’ll try your hand at prioritizing your leadership team’s pain points (that is, those related to resource governance and financial management). Then, we’ll overview all the possible initiatives you could undertake. On this map of all the ITFM processes you could work on, we’ll overlay your pain points to see which initiatives are most directly related – the ones that will have the most relevant impact and political payoff. Your priorities should be driven by that, seasoned with an awareness of the technical interdependencies between the processes. You’ll leave this workshop with a vision of what you need to do next (and thereafter), as well as a tangible idea for how you can get your leadership team behind your strategy. We will cover:• Why you need an ITFM strategy• Why you need to understand pain points• Questionnaire: your IT leaders’ pain points• All the possible things you could do (map of all ITFM processes)• How each of those initiatives address the pain points• Other considerations: political chips, and technical interdependencies• How to get the leadership team behind “your” strategy
Best Practices for Reducing and Managing IT and Telecom Costs (3 hours)Gary Eckert, PresidentTelytics, Inc.Part 1: Essential Strategies for Effective Cost ManagementThis session addresses the fundamental strategies companies should be employing to develop, manage, implement, and maintain an effective IT/Telecom cost management program. We will address the following topics:• Effective fundamental cost management strategies• The importance of developing a cost management plan• The role of contracts in the cost management and optimization process• Getting the right analytics to make effective strategic decisions• How to get the most benefit from existing Cost Manage Tool implementations• The “big picture” perspective on the overlooked financial benefits of effective IT cost management in influencing company fiscal performancePart 2: Secrets to Conducting a Successful RFP ProjectMost companies have gone through a Request for Proposal (RFP) process in the procurement of their IT and Telecom services, but few conduct this process in a manner that yields optimum results. In most cases, the achieved result is either just the best offer received or one where the process achieves a pre-determined minimum goal. The failure to achieve “best in class” results stems from many factors and this session will address how time, knowledge, and process all work together to determine the success of the RFP project. This session will help provide you with a better perspec-tive into the challenges and solutions for improving the RFP process as it relates to the IT/Telecom area. The topics to be covered include:• Why most RFP Projects fail to achieve maximum results• The critical components of an effective RFP process• Negotiation leverage killers and enhancers• Process pitfalls to avoid• Using the RFP document to drive the process• A best practice approach to ensure maximum resultsPart 3: Case Studies of Lessons Learned in Actual RFP EngagementsThis session will utilize actual case studies of client RFP process engagements to illustrate a variety of approaches to address unique challenges to helping clients achieve their business objectives. This presentation is intended to help provide a better perspective into the challenges and solutions for improving the RFP process as it relates to the IT/Telecom area. The topics to be covered include:• Individual case studies of different types of services procurement• The challenges created by different technology solutions• The changing landscape for RFP processes and contract negotiation• Lessons learned• A best practice approach to ensure maximum results
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Wednesday, June 28
6:45-7:45 a.m.Conference Registration and Full Breakfast Buffet Networking breakfast tables for you to meet those with common IT Finance interests.
8:00-8:45a.m.CIO Strategies: New Technologies & Demands – Opportunities and Risks for CIOs and their Finance Managers Joseph Pucciarelli, Group Vice President & IT Executive AdvisorIDCIT Finance Managers now play a critical role in influencing technology adoption plans. IT Finance Managers are being called upon to take an active role in understanding and approving IT investments that support their organization’s strategic direction and technology roadmap. They are challenged to balance the tension of high ongoing costs for maintenance and support of older equipment against those investments in new technology. And they are called upon to balance the merits of new technologies, each with associated risks. Some examples:• Security threats posed by new technologies like cloud computing that involve domiciling data in facilities not owned by your organization • New uses of business intelligence, analytics, and other cognitive technologies challenge business management, operations, and decision-making
processes• Rapidly accelerating implementation of robotics technologies is changing the corporate labor landscape
Selection & Implementation of ITFM Tools David Dubois, AVP, IT Finance & Capital ControlBJ’s Wholesale ClubThis session presents a tactical roadmap for determining when the time is right for selecting an ITFM tool, best practices surrounding the implemen-tation, and lessons learned along the way.
Financial Planning vs. IT Planning Sandra Sears, Assistant Vice PresidentRobbins GioiaMany organizations prepare a detailed list of proposed IT programs and projects as input to their annual strategic financial planning. IT programs and projects, many of which will never occur, are described and estimated on a one by one basis, using a minimum of information. This process tends to be tedious, time-consuming, very expensive, and fraught with the use of assumptions that generally do not turn out to be accurate. In other words, this process is a complete waste of time and money! Reality is that effective strategic financial planning absolutely does not require this level of input and detail. This session will offer some contrarian ideas of how to effectively manage and execute both strategic financial planning and tactical IT planning without the waste of typical IT strategic planning and unnecessary detail. This alternative approach to planning enables you to save time and money and enables nimble responses to changes that impact both the financial and the IT landscapes.
Getting Better Cloud for Your Buck Vittaly Tavor, Co-founder and VP of Products CloudynCloud adoption among businesses is seeing rapid growth. However, its significant benefits are “clouded” by the inability to monitor and manage organization-wide cloud usage and control runaway costs. This session will address cloud financial management challenges and how cloud invest-ment and usage can be optimized for bottom line impact.
9:00-9:45a.m.Strategies for Optimizing IT Spending Frank Scavo, PresidentComputer EconomicsNo one gets a blank check. Whether faced with the need to cut IT budgets, or to deliver new systems without increased overall funding, IT leaders are constantly looking for ways to optimize IT spending. Backed by over 25 years of research data, this presentation first outlines tactics for cutting IT spending in the short term, where choices are limited and there are tradeoffs. We then outline long-term strategies for optimizing IT spending, which require structural changes to IT systems, infrastructure, processes, and organization. We conclude with recommendations for determining the best tactics and strategies for your organization.
IT Services Management: The Foundation for IT Business and Financial Management Bill Keyworth, Vice President Research and Bob Multhaup, Adjunct Research AdvisorIDCThe latest generation of new technology (cloud, cognitive computing and robotics) is forcing IT organizations to change the way they manage, measure, and fund their activities. Next-generation IT organizations are being built around a new core value proposition of IT services management – an emphasis on running IT as a “service business” – not for the creation of profit, but to support and affirm IT’s ability to compete and allocate the scarce resources essential to positioning and promoting IT’s business contribution. The foundational business model for operating IT as a service business is evolving IT from an “engineering-oriented” function to a services organization. This new organization relies upon brokering, integrating,
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and orchestrating the IT “business-oriented” services empowered by 3rd Platform technologies such as cloud, mobile, big data/analytics and social business.
IT Cost Modeling: Level of Detail Lauren Fulton, Senior IT Finance AdvisorNicus SoftwareThis session is a practitioner’s guide to IT cost modeling. Many organizations struggle trying to strike a balance with the level of detail used in their cost models. A complex cost model can be cumbersome to update but has a greater level of precision. Whereas, a simpler cost model may be easy to update but be perceived as less accurate. The “sweet spot” is usually somewhere in between. This presentation will review best practices, along with pros and cons of several cost modeling techniques.
Transformation Services – Managing Vendors Mary Lou Alter, DirectorDell EMCOne of the major blocks in implementing transformational change is in having internal resources who have the vision, training, and time needed to lead these activities. The solution is to bring in partners and external resources who can accelerate the process and ensure the quality and complete-ness of the end result within the expected timeframes and costs. However, the challenge is in evaluating the vendors on an apples to apples basis. Ad-ditionally, once a project has begun, one needs to be monitoring the metrics and KPIs to ensure the value proposition is being delivered. This session will discuss these critical areas that need to be tracked and evaluated to ensure success and delivery of the value proposition:• Partner qualifications and attributes • Building the metrics and KPIs for the Value Proposition• Building the metrics for project delivery • Approach for Value Proposition reporting• The SOW is a Contract – critical components
10:00-10:45a.m.The Finance Role in the World of IT as a ServicePenny Collen, Financial Solutions Architect, Thought Leader, Blogger & SpeakerPL Collen and AssociatesIt seems that nearly everything is packaged “as-a-service” today. The idea of IT being a service organization is not new. IT has beencategorized as a service provider for years. Too often the service aspect is viewed in term of SLA’s and service delivery metrics. However, Finance plays a vital role in providing the perspectives necessary to be a true service provider. This session will cover the many dimension of operating IT as a Service and how Finance contributes in managing the related processes successfully.
Investment Based Budgeting – The Continuing SagaJeffrey Lockenvitz, I.S. ControllerUnited Parcel ServiceMany companies are faced with the challenge of funding IT as a strategic investment for business growth when, at the same time, IT is considered an element of overhead that must be reduced. This session will tell the story of an Investment Based Budgeting implementation that is about to enter its third year. We will look at the lessons learned along the way and illustrate how our approach has matured in terms of effectiveness, efficiency and true Investment Based Budgeting proficiency. We will also discuss how recent changes in IT development methodologies and service delivery models have impacted our approach.
Vendor & Sourcing Management: Leverage Financial Management to Create IT Business Value Aaron Polikaitis, Vice President ResearchIDCOn average, 40% of IT budgets go to external suppliers for equipment, services, and bandwidth. Managing these relationships is critical for CIOs striving to achieve successful business outcomes. Increasingly, CIOs rely on their IT Finance Managers to provide them with more than information about how these funds are disbursed – CIO need help understanding how contracts are structured and the value returned to the organization for fees rendered. Unfortunately, IT Finance Managers are often placed in the position of managing these technology-based relationships without the tools or insight to optimize the relationship. In today’s session, we will provide insight into how IT supplier relationships need to be managed as the technol-ogy evolves. Whether in designing RFPs, helping technology leaders evaluate RFP responses, structuring contracting vehicles, or managing complex technology supply relationships, IT Finance Managers will become increasingly important in IT’s future.
Strategic Decision-Making Using Periodic Cost & Rate AnalysisJoyce Allen, Cost Accounting Analyst and Joshua Kissee, IT Strategy OfficerTexas A&M UniversityTexas A&M Information Technology is the largest IT organization within Texas A&M University. It is a service center that utilizes the OMB Circular A-21 as their guiding standard. This presentation will cover the methods used to analyze costs and develop rates for IT services on an annual basis. The data is then utilized for decision-making and planning processes throughout the organization.
11:00-11:45a.m.IT Financial Management: Best Practices for a Changing IT Landscape (Panel Discussion) Moderator: Joseph Pucciarelli, Group Vice President & IT Executive AdvisorIDCPanelists: Three participants, ideally attendees from the conference. In lieu of securing attending IT Finance Managers, three IDC Research VPs will participate. Format: Moderator will move discussion along – aggressively. Any/all comments will be limited to 90 seconds. Continuously encourage audience to participate both with questions and by sharing their best-practices experience. Deliver a very fast paced session.Description: As technology continues its relentless innovation, the way organizations use their IT systems is also changing. This challenges IT
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Finance Managers to rethink their role, their responsibilities and their value proposition to the organizations they serve. Today’s fast-paced Panel Discussion will touch on some of the challenges confronting IT Finance Managers, including:• Cloud computing – how to budget, track, manage and control • Increasing tech spend by business vs. IT: How to manage and budget • Data monetization: By 2020, 40% of U.S. companies will monetize some of their operational data – raising governance, administration and privacy
challenges. What is IT Finance’s role? • IT Finance Managers, IT Comptrollers or IT COO’s – Are the reports we produce used for tracking expenses and capital expenditures, or are they
being used to help manage the business? • Return-On-Investment (ROI): What is the Finance Manager’s ROI? How do we justify our cost, and measure the return we provide to the business?
Customer Centricity – Know Your Internal Clients! Justin Soetemans, Director, Global IS FinanceJohn HancockAs ITFM professionals, we all wear many hats. It probably comes as no surprise that we serve multiple customers. I will share how we identify groups in our organization and deliver solutions to their unique requirements to help them enhance their decision-making.
Deciphering the IT Organization Chart for Your Service Catalogs Dean Meyer, author and expert in the science of organizational structureNDMA, Inc.Much of IT financial management is based on service catalogs used for budgeting, costing, chargeback, showback, benchmarking, and explaining where IT’s money is going. But it’s tough to define your catalog (what IT “sells”) if you don’t know what line of business each IT manager is in! In this session, you’ll learn a framework of all the lines of business that exist within IT organizations that enables you to deconstruct your IT organiza-tion chart and understand each IT manager’s catalog. This defines individual accountabilities for each service offering. A simple process for defining or refining your service catalog will cover:• The business-within-a-business paradigm • Who sells what to whom (the basis of cost modeling)• The framework of all the lines of business within IT • How to build a world-class service catalog, step by step, by mapping • Examples of catalog items in each cross-boundary processes onto the organization and costs onto services
The IT Chargeback Journey Pete Hidalgo, Senior Manager & ITFM Services Lead and Shashank Aggarwal, ManagerEYThis session discusses how an IT organization should undertake the path to designing and implementing an effective chargeback process in order to improve transparency, cost efficiency, and customer satisfaction. We will focus on how you can take the first steps to implement a chargeback process and provide you with key insights to develop a roadmap to successfully make this journey. Topics will include:• Determining current chargeback process maturity • Guiding principles• Chargeback model selection • AutomationYou will gain a deeper understanding of what is needed to derive the benefits of an effective IT chargeback process and how to get started, based on actual client results, and insights realized over the very recent past.
12:00-12:50 p.m. Buffet Lunch sponsored by Proven IT Finance,a leader in Providing a Practitioner’s Approach to ITFM
Seating by Area of Responsibility and Interest
1:00-1:45p.m.A New Paradigm for IT Business & Financial Metrics: Enabling Next-Generation IT Bill Keyworth, Vice President Research and Bob Multhaup, Adjunct Research AdvisorIDCEnterprises are leveraging digital transformation (DX) technologies with new business and operating models to transform and disrupt their busi-ness, customers, markets, and competitors. This shift has induced significant changes to well-accepted rules for IT measurement. The familiarity of “traditional” IT operational metrics and KPIs to document IT’s efficiency is, unfortunately, nostalgic history. Change is uncomfortable, but it is being driven from “outside” the organization, and IT Finance Managers and their CIOs are being challenged to respond. This presentation will focus on how next-generation IT metrics will be tied to business and financial outcomes that demonstrate IT’s effectiveness and will examine the role of both IT and line-of-business executives to generate “metrics that matter” for critical accountability, prioritization, and competitive advantage.
An IT Transformation Through a New Budgeting ProcessBob Kerhin, Sr. Director of IT PlanningAurora Health CareWhat started out as an implementation of investment-based budgeting, turned out to be a powerful transformation process. The project began with the identification of internal lines of business under each manager. Our leaders started to understand their roles as entrepreneurs, running small businesses within our business. We saw our IT organizational structure in a new light – complete with many overlaps and gaps. Then, the experience of creating their own catalogs developed a culture of accountability for results. As we forecasted demand for their projects/services, leaders understood who their customers are. Linking up “prime contractors” and “subcontractors” to calculate the total cost of projects/services engendered a new level of team-work, and defined clear individual accountabilities among team members. And when we added costs to the model, our leaders came to understand their accountability for competitive rates. So while we thought we were leading an ITFM process, we found ourselves partnered with our CIO to drive fundamental changes in our culture, insights into our structure, and a new IT “operating model.” We’ll take you through the budgeting process
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that we used, and talk about the transformational effects of each step including:• The problem: “I won’t go through another budget cycle like that!” • What we learned at each step• The investment-based budgeting process • The end result: a very different IT organization
Value Creation Use Cases for ITFM/TBM Christopher Dedera, DirectorKPMGA “use case” is a methodology used to identify, clarify, and organize system requirements. It is a list of actions or event steps that can be used to-gether in a way that will have an effect larger than the sum of the separate elements combined. Understanding use cases for ITFM/TBM that create value for IT and the broader organization is a key to long-term success of any ITFM/TBM program. Value use cases utilizing ITFM/TBM data and relating them to tangible benefits for the organization will be discussed. This session will cover specific value use cases, provide an opportunity to have an open discussion on use cases, and present a framework for how these use cases are integrated.
Introduction to Data Networking Wayne Webers, PartnerNetwork Sourcing AdvisorsThis session is an overview of data networking services and current trends among various networks. It is a good introduction with basic information about data networking for those in financial management who interface with Network Operations.
2:00-2:45p.m.Responding to Long Term Trends in IT Spending Dave Wagner, VP ResearchComputer EconomicsLong-term economic and technology trends are creating new challenges for IT financial management. These trends include cloud and mobile comput-ing, the relative shift in spending from hardware to software and ongoing support, the use of contingency workers, the outsourcing of IT services, and the increase in IT spending outside the IT budget. This presentation updates our analysis based on our most recent 2017 survey results and provides practical recommendations for responding to these trends.
Developing a Service-Based IT Budgeting and Forecasting Model: Plan Services, Not Cost Centers Bob Multhaup, Adjunct Research Advisor and Bill Keyworth, Vice President ResearchIDCA bad day for an IT Finance Manager typically involves a business meeting with the CIO and their peers where the opening question is, “Why are we spending all this money on IT?” As business become increasingly digitally based, finding the “right” technology spending level puts even greater pressure on the IT budgeting process. IT must force more and more cost efficiencies out of existing services and free up investment capital for IT innovation elsewhere in the organization. However, the budgeting and planning processes of most organizations are controlled by corporate financial powers and processes, and IT must conform. In IDC’s view, IT should take the entrepreneurial step to migrate to a service- based budgeting and fore-casting model to manage its own service business while maintaining tight integration with corporate accounting policies and practices.
Budgeting Your Unexpected, Yet Predictable Software SpendHenry W. Jones III, Software LawyerLaw Office of Henry W Jones III & Intersect Tech. ConsultingIncreasingly frequent and aggressive software vendor license compliance audits add new costs not encountered in years gone by. Regular audits now require budgeting for software asset management staffing, training, software tools, expert outside resources, process reorganization, and other tasks. To make your financial skills and models more up-to-date and accurate, this session will discuss software procurement and lifecycle costs not spotted and included in many procurement efforts. You will learn: • audit exposures: specific dollar amount demands from vendors, post-audit often 7- or 8-figures!• new calculus of software claims: how licensors count and maximize data culled from inventorying tools, employee interviews, and other deploy-
ment and entitlement data• additional spending on outside audit defense consultants, self-audit software tools, and outside counsel• how pro-active IT Finance leaders can use this new data to internally advocate and implement updated, improved budgeting, procurement, training,
compliance, and other processes, policies, and training
Considerations when Evaluating/Selecting a TEM, WEM, or MDM Service ProviderGary Eckert, PresidentTelytics, Inc.This presentation will address the considerations decision makers need to address when selecting a Telecom Expense Management (TEM), Wireless Expense Management (WEM), or Mobile Device Management (MDM) service provider. You will learn valuable insights into the process of evalu-ating potential candidates and ensuring alignment of selected vendors with company cost management and business goals and objectives. Topics addressed in this presentation include:• Understanding the different focus of TEM, WEM. And MDM• Identifying best candidates to meet business needs• The Assessment Approach to finding the best solution for your needs• Things to look for and questions to ask when seeing product demos• Best practice approaches to the selection and implementation process• The role of an independent consultant in assisting with the process
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3:00-3:45p.m.Innovation is the Fuel for Change: How IT Financial Managers Will Measure, Enable, & Facilitate IT’s Innovation Portfolio Joseph Pucciarelli, Group Vice President & IT Executive AdvisorIDCThe challenge for IT executives and their organizations is two-fold: 1) Continue to operate existing systems of record at extraordinary levels of reli-ability; and 2) Support business units as they exploit new innovation initiatives to rise to marketplace challenges wrought by digital transformation. Simply stated: Many CIOs struggle with managing their divergent responsibilities. This session will focus on the specific management practices that support innovation – responsibilities that many CIOs have delegated to their IT Finance Managers to coordinate. In particular, we will focus on five critical practices that enable enterprises to achieve their innovation objectives and explore the role of IT finance in assuring a financially sound ap-proach to innovation.
How to Achieve Cost Transparency Pete Hidalgo, Senior Manager & ITFM Services Lead and Bryce Barich, ManagerEYThis session will discuss how an IT organization should undertake the path to achieving IT cost transparency and more effective IT financial man-agement, in order to improve cost efficiency and customer satisfaction. The presentation will provide an overview of these key steps that should be taken:• Document an IT spend baseline • Metrics and service usage reporting• Determine the maturity of the ITFM processes • Chargeback model design• IT service definition • Automation• IT service costingYou will gain a deeper understanding of what is needed to derive the benefits of an effective IT Financial Management program through a holistic view of this process, based on actual client results and insights realized over the recent past.
TCO Considerations in the Cloud Chris White, CIO and Managing Partner ClearEdge PartnersThe push to the Cloud and “Everything as a Service” is all about two simple concepts – control and risk. This session will look across IaaS, PaaS and SaaS in these terms and discuss Total Cost of Ownership issues that will continue to grow over time. Session highlights include:• How to assess the financial benefits of cloud solutions• Why the many cost benefit promises of the cloud have yet to materialize• How vendors plan to use their control of your data and transparency of usage to drive lock-in• Ways to mitigate risk well-before contract renewal
4:00-4:45p.m.How to Accelerate Your ITFM Journey: Top 5 Reasons ITFM Teams Struggle to Show ValueSpeaker TBDProven IT Finance, LLCAfter five years of consulting and working with more than 100 companies, we’ve seen many reasons why IT Finance teams struggle to show the full value of their IT Finance investments. We’ve even seen firms churn from one software vendor to another and still fail! In this product presentation session, we identify the top five causes of less than optimal ITFM value realization and how to overcome these inhibitors of success. We will present a strategy for each inhibitor to help you overcome it, and will present the Value Insights service that is helping many ITFM teams rapidly accelerate their maturity.
Thursday, June 29
6:45-7:45 a.m.Full Breakfast Buffet sponsored by Nicus Software,a leader in IT Service Costing and Budgeting ToolsNetworking breakfast tables for you to meet those with common IT Finance interests.
8:00-8:45a.m.ROI of Converged, Hyper-Converged Environments Norman Dee, Principal ConsultantDell EMCCloud is becoming synonymous with converged technologies as the platforms are the easiest path for enabling these highly virtualized and flexible services. Demand is being driven by both the need to save costs but also to deliver more dynamic platforms to the business. This session will present the concepts of converged, hyper-converged, pre-engineered, structured, and unstructured systems for which business cases need to be developed. Main topics include:• Definitions of Converged, Hyper-Converged environments• How various industries are using converged and hyper-converged environments• Pre-engineered solutions and OpenStack considerations• Models for determining the costs, savings, and payback optimizing the investment
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Hybrid Approach for a Business Friendly IT Budget Pia Wakefield, Technology Business Management LeadRed Hat, Inc.Do you need to de-fluff the IT budget without spending the time and resources to start entirely from scratch? Is your IT budget well aligned with the changing needs of your business and strategy? If you answer “Yes” and “No”, consider a hybrid approach to budgeting, using zero-based and baselin-ing in a mixed-methods way of co-creating and managing the IT financial plan.
Benchmarking Telecom Contracts for Maximum Value Joe Schmidt, Project DirectorTechCaliber Consulting, LLCTelecommunications contracts are complicated. They cover an array of technologies and services – fixed line, wireless, managed service – and have thousands of price points, hundreds of provisions, and use a jargon and structure that only the most seasoned telecom professional understands. This complexity works in favor of the service provider and keeps the enterprise from achieving best-in-class pricing. However, history has shown that price points decline over time … but only if you ask. In this session, hear how benchmarking of a telecommunications contract works by building a baseline of your telecom services, identifying contractual issues that reduce leverage, and completing a review and benchmarking of your contract. Learn how to communicate your requirements to your service provider and negotiate a deal that delivers maximum value to your company.
Implementing a Service Catalog Users Will Love Robert Stroud, VP Strategy & InnovationCA TechnologiesThis video screening of an earlier ITFMA conference presentation IS about implementing a catalog of services defined in business terms with full cost/prices, SLA transparency and delivered where, when, and how they are needed.
9:00-9:45a.m.Where Are You in the Stages of Cloud Adoption? Penny Collen, Financial Solutions Architect, Thought Leader, Blogger & SpeakerPL Collen and AssociatesThis session will cover the typical steps in adoption of cloud services, from “ignorance is bliss” to “awareness and denial” to “clinging to the past”. This will be a short trip to the “Field of Dreams – if you build it they will come.” Learn how skill sets need to be updated to be ready to implement financial controls to ensure your investments are made with informed decisions. No matter where you are in the cloud journey, you can become more grounded in your approach to managing in this challenging new environment.
Developing a Successful RFP for an ITFM SolutionRob Mischianti, Vice PresidentNicus SoftwareThere are several different IT Financial Management solutions on the market, and each offers its own area of strength and differentiation. Finding the best solution to achieve organizational goals and long-term IT Financial Management objectives is a challenging task. A poorly developed and ex-ecuted selection process typically leads to an inadequate match between the customer’s requirements and vendor’s strengths. In this session, we will discuss how to develop an effective Request for Proposal (RFP) to ensure a solid match between the strengths and capabilities of an ITFM solution, the background and knowledge base of the implementation staff, and the long term ITFM goals of an organization.
From Partial (Direct Cost) to Full (Service Based) Chargeback Moussa Berete, Lead Technology Business Management AnalystCox EnterprisesChargeback is a powerful tool that can change the culture of accountability among IT service consumers and allow IT leaders to control the cost of IT if implemented properly. However, if implemented poorly, chargeback can lead to misunderstanding and mistrust issues between IT leaders and their business partners/customers who often see IT as a black box. One of the biggest challenges IT leaders face during the chargeback process is having to justify/defend the Bill of IT. Imagine having to allocate only a portion of your IT cost because you cannot justify/defend the allocation of some expenses such as IT management/operation tools and personnel. The purpose of this presentation is to discuss a process of going from a partial chargeback to a full (100%) chargeback system.
Best Practices for Benchmarking Your IT Budget Frank Scavo, PresidentComputer Economics, Inc.This video screening of an earlier ITFMA conference presentation defines peer groups, selects key metrics, understand variations by industry/organi-zation size, analyze gaps, and translates findings into actions.
10:00-10:45a.m.How TBM Supports the Objectives of Providing Valuable, Efficient, and Effective IT Services Across the GovernmentRobert Breakiron, TBM ConsultantKPMGThe pressures on government leaders to provide transparent and cost effective IT services are ever increasing. Technology Business Management (TBM) can help organizations understand and articulate the value of the services that they provide to their customers. We will start with a conversa-tion around providing transparency into the costs of services in terms that your organization and customers understand. While providing your stake-holders with transparent service costs is a great start, transparency alone is not enough as it is backward looking and puts leadership in a defensive posture. We will discuss how TBM can help you shift the discussion to a more offensive and value-driven conversation with your leadership and stakeholders. We will also discuss the impact of new federal legislation and how a TBM program can support those mandates.
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Cost Modeling Isn’t That Hard, If You Know the SecretDean Meyer, author and master cost modelerNDMA, Inc.Developing an effective cost model may be the most important thing that ITFM can do because a solid cost model is foundational to budgeting, gov-ernance, and cost management. Recently, a friend at Gartner said that most organizations aren’t doing service cost modeling because they think it’s too hard. The truth is, it’s a bit of work but it’s not that difficult – if you know how. In this session, you’ll see why the typical approach is hard. More importantly, you’ll see an alternative approach – one that’s far more pragmatic.We’ll discuss the following step-by-step process to develop your cost model and the data and tools you’ll need to succeed:• What is cost modeling, and what are the benefits • The bottom-up (easier) approach• The typical (hard) approach • Steps in the process• Basic insight: managers as entrepreneurs • The data and tools you’ll need (more than a spreadsheet)
Technology Trends Impacting Telecom RFP ProcessGary Eckert, PresidentTelytics, Inc.This presentation will address how new technology trends such as the shift from TDM to IP, data centric mobility plans, and new network archi-tectures such as SD WAN can impact the RFP process and subsequent contract negotiations. You will learn the key elements to ensuring your RFP processes and telecom contract negotiations address the impact of new technical service offerings to ensure the resulting procurement process offers the best flexibility to meet your company’s business needs and ensure the performance of your services and service providers. Topics addressed in this presentation include:• Technology trends that are changing the procurement landscape• Impacts to the RFP process and pitfalls to avoid• Important contract language to include and to avoid• Tricks vendors will use to take away your negotiation leverage• How to negotiate a “win-win” deal
Using IT Financial Management to Accelerate and Drive Decisions Louis Jerome, Managing DirectorSteelGlass Consulting This video screening of an earlier ITFMA conference presentation is about using ITFM as a decision driver focused on tangible results for cost reduc-tion, investment/portfolio analysis, IT strategy and benchmarking.
11:00-11:45a.m.A Journey into the World of IT Invoicing and Beyond David Van Deusen, Director of ITState of New YorkThe NYS Office of the State Comptroller (OSC) established an internal economy for providing IT Services seven years ago. This session shares the firsthand experiences of OSC, reflecting on the initial and continuing challenges that this organization faces, as well as the accomplishments that have been attained. This real life case study will provide some suggestions for “what-to-do” and “what-not-to-do” in order to have a successful implemen-tation.
Mitigate Risk and Recover Value; IT Asset Disposition Best PracticesBrent Berry, Vice-President, AmericasCloudBlueNearly every company must comply with regulatory standards, and maintaining compliance is one of the major areas that companies must look at when creating IT risk management policies. Regulatory standards often place significant value on data security and while there is substantial focus on security while an asset is in service, it’s surprising how often that focus is lost the moment an asset is taken out of service. Attendees in this session will learn the best practices for setting up and managing an IT Asset Disposition (ITAD) program, ensuring their company is in compliance with ap-plicable laws and regulations. Additionally, we will show how managing refresh cycles and understanding available end-of-life redeployment/remar-keting/recycling options can maximize the residual value of IT assets.
ITFM Post-implementation: Creating Value for Your User Community Lauren Fulton, Senior IT Finance AdvisorNicus SoftwareYou’ve implemented an IT Financial Management solution, so now what? Your ITFM program’s success rate increases with broad user adoption. IT Finance organizations are challenged with communicating with many distinct stakeholder groups within both Finance and IT. We will review techniques to increase involvement from user groups, establish ownership outside of the core IT Finance team, and create value through advanced reporting.
The Hybrid IT Environment: The New Normal Penny Collen, Financial Solutions ArchitectPL Collen and AssociatesThis video screening of an earlier ITFMA conference presentation is about consumption-based service management used to more easily conceptual-ize and enact cloud deployment plans with increased success.
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12:00-12:50 p.m.Buffet Lunch sponsored by CloudBlue,a leading Global IT Asset Disposition Service Provide
Seating by Industry
1:00-1:45p.m.A Case Study of ITAM Reengineering: Using ITSM to Improve ITAM Scarlett Hu, Assistant Director, ITS J Paul Getty TrustAsset Deployment is the most important service our ITAM team provides to our users. It spans over two units: from ITAM to Technical Support. This joint process involved a large amount of paperwork, manual steps and ad hoc tracking mechanisms that create a heavy burden on staff, dif-ficulties in communication, and inter-unit conflicts. This session will describe a reengineering plan that defines the Deployment as a Service to our users and leverages the Service Management platform to automate the entire process. I will describe our challenges, show the BEFORE and AFTER processes, review the benefits we achieved, and report the lessons we learned. I will demonstrate the Asset Deployment process in our ITSM system and show the Management Dashboard that provides an “At-A-Glance” view of the entire Asset Deployment process. A reengineering tool-kit will be available to you.
Metering and Chargeback in a Combined Cloud/Non-cloud Environment Eistein Fosli, Founder and CTOOpen iT, Inc.Many companies today have applications or IT resources both in the cloud and on-premise. Unifying the bills and matrixes from the cloud providers with usage of your on-premise applications, can be challenging. In this session, the speaker will share his 20+ years of experience in chargeback and how to attack and solve this issue within your organization.
Software License Audits Henry W. Jones III, Software LawyerLaw Office of Henry W Jones III & Intersect Tech. ConsultingLearn about de-bugging your compliance expectations, preparations, pressures, changes, options, and outcomes:• What recent software audit fights teach about your options and tools in audit avoidance, preparation, and defense• Why and how many customers have filed “declaratory judgment” lawsuits to resolve vendor accusations of infringement and large, unexpected payment demands • What smart software procurement professionals’ recent travails teach about updating and debugging current technology sourcing skills, processes,
and documents• Why your colleagues’ years-old understanding of software contract terms and vocabulary is out-of-date• How to avoid IT staffers’ ongoing operational interactions with software suppliers “trumping” prior corporate contracts • What and how to coach your IT management, purchasing, contracting and legal colleagues to cope with vendors’ changing licensing models, con-
tract documents, selling techniques, and audit “gotchas”
Budgeting IT Budgets Using IT Demand Forecasts Christopher Dedera, ManagerKPMGThis video screening of an earlier ITFMA conference presentation is about creating future-looking IT budgets based on demand forecasts for IT services – not based on traditional historical data.
2:00-2:45p.m.Cybersecurity for All IT ProjectsSandra Sears, Assistant Vice PresidentRobbins Gioia Cybersecurity considerations must be an integral part of a company’s DNA and within the scope of every project a company undertakes. We will re-veal ten cybersecurity secrets to consider for every project. We’ll guide you in thinking about cybersecurity before a project begins, during execution, and after delivery. We will talk about how cybersecurity fits into every company’s process framework, how to think about cybersecurity as a financial manager, and how to get your teams to think about cybersecurity. We’ll explore the concept of Intelligent Cybersecurity, and we’ll even provide some cybersecurity hygiene tips that you can use to be cyber safe in your personal life.
How to Build an IT Service Catalog Pete Hidalgo, Senior Manager & ITFM Services Lead and Scott Rhule, ManagerEYThe presentation will cover these key steps and components of building an IT service catalog:• What is a service • Aligning costs to services• Defining typical services • Components of a service• Developing a service catalog • Defining service performance levels
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Software Audit PreventionTres Larsen, Managing Director ClearEdge PartnersSoftware audits can be disruptive and expensive as suppliers use audits to drive revenue, gain visibility into product use, and to push organizations toward adopting new product offerings or cloud solutions as a way to address the compliance issues identified. This session reviews steps to assess and mitigate the financial risk of a software audit to protect your organization against an audit:• Understanding common audit triggers • Identifying common pitfalls in the audit process• The importance of assessing and mitigating risk • Tactics and strategies for defending your company in an audit by performing mock audits • How to be the driver and not the passenger in an audit
Managing Cloud Resources in Compliance with Government Regulations Penny Collen, Financial Solutions ArchitectPL Collen and AssociatesThis video screening of an earlier ITFMA conference presentation is about consumption based service management and chargeback subject to gov-ernment accounting rules in a shared resource environment.
3:00-3:45p.m.Case Study of Implementing a Budgeting SystemAndy Osowski, IT Program ManagerAurora Health CareFor many years, our corporate budgeting process didn’t supply IT with the money it needed to maintain its infrastructure, handle business growth, do the high-priority projects for the business, and drive innovation. So we did our best with the budget we were given to satisfy overwhelming business demands, while sacrificing infrastructure investments, professional development, technology innovation, and so much more. We eventually found the antidote to all these problems – investment-based budgeting. In this presentation, we’ll show you how we presented our 2017 budget, and share our experiences with the impacts on the budget negotiations and on business expectations. This session will cover:• How we used to budget • View of reports we gave to business leaders• What we did: investment-based budgeting • What happened then: the truth can shock, but • Some non-negotiables: We’re not the shoemaker’s children eventually prevails• The result: our “step-chart” budget submission • Where we ended up
Usage Metering for Risk Assessment and Control of Your Software InvestmentLinda Cole, Director of SalesOpen iT, Inc.Managing software licenses has long been an important task but most businesses still overlook this matter due to the increasing complexity of track-ing usage. They continually install hundreds of applications without an automated tool to meter or control them. Many companies are now imple-menting internal software cost management measures to help them stay informed at all times by tracking usage of their software. This session will demonstrate a strategic approach to software license management and provide various examples of software usage reports to help your business gain more visibility and control of your software investment from reassignment of existing licenses and acquisition of new licenses to cost and payment tracking. Learn how these usage reports can help IT in their IT cost optimization efforts to reduce operating expenses and grow revenue.
Calculating the True Cost of IT ServicesBrian Stedman, Director of Product ManagementComSci by UplandThis video screening of an earlier ITFMA conference presentation is about developing a very effective data service portfolio, unit costing, pricing and planning infrastructure for your IT organization.
4:00-4:45p.m.Improve Your IT Financial and Business Management with Nicus’ M-PWR Rob Mischianti, Vice PresidentNicus Software, Inc. This product presentation session will provide an overview of M-PWR, one of the leading ITFM solutions on the market. M-PWR excels in extract-ing and reporting quality, detailed information across a broad range of data sources, no matter the format or where it resides. After capturing data, M-PWR applies business rules that enables Finance and IT Leadership deep transparency of IT Services through a single view across the enterprise. Armed with this information, IT Leaders can find efficiencies by optimizing the balance between cost and quality, supply and demand, and ultimately shift funding into growth and innovation.
Friday, June 30
6:45-7:45 a.m.Full Breakfast Buffet Networking breakfast tables for you to meet those with common IT Finance interests.
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8:00-8:45a.m.Best Practices for Getting Project Approvals from the CEO and the Boardroom Russ Finney, Advisory PartneritmWEB GroupIT executives are held accountable for supporting operations, creating business innovations, and controlling IT spending and budgets. Doing this in a way that blends in with the initiatives and strategies of the business is vital for the success of a CIO or a divisional IT executive. Traditional three year planning models have always been a staple for creating and presenting the vision of IT for necessary business alignment, but do more effective approaches for IT strategic planning exist that are highly impactful and transformative? This presentation examines four key approaches for doing strategic planning and the associated discovery methods in order to define and produce accepted and actionable business outcomes. The key take away is IT executive level actionable thinking and the related ideas for creating IT strategic plans that can be immediately applied at any company no matter the size or the sophistication.
ERP Cloud Implementation from a Financial Perspective Russell Kataoka, ConsultantThis business case is a summary of a recent ERP implementation that included POS, Supply Chain, HR, Accounting, Finance, Business Intelligence, Network, Telecom, Storage, Processing and the conversion teams. This conversion took 14-18 months, which was on time but way over budget. This session will discuss:• Why companies select Cloud platforms• What happens in the planning cycles for you to be aware of • How a Cloud ERP works and the applications that were involved • What are the major project cost drivers and what to look for in pricing • What financial communication occurred with the CIO/IT teams, Corporate Finance and the CEO • What went right and what did not go so well • What areas or disciplines to concentrate on and what landmines are commonly overlooked
Using TEM as a Budgeting Tool Robert Stratton, Director, Marketing & Product ManagementTelesoft CorporationExecutives often question the need for ongoing recurring fees as it relates to the software and services provided by TEM providers. While the obvious answers include the ongoing cost avoidance, opportunities for optimization, and more effective contract negotiations, the ability to analyze historical expenses and usage as part of the budgeting process is a critical value add that a TEM program provides. This session covers:• Consolidating IT, telecom, and mobile expenses in a single platform• Automating the invoice lifecycle to validate billing from receipt through payment • Allocation of multiple spend types (IT, telecom, mobile, cloud) across the organization
9:00-9:45a.m.Staffing Impact of Automation and Becoming a Service ProviderCasey Winzeler, Senior ConsultantDell EMCNew technology solutions are offering integrated automation capabilities reducing the level of effort as well as the roles needed in traditional IT to provide services. The jobs may be going away but do all the headcounts? Are the old roles now being replaced with ones more aligned to the business needs and view of IT? Is there value beyond costs that can justify the changes? This session will discuss:• The traditional IT Operating Model • New roles and new skills• IT as a Service Definition and Day 1 Operating Model • Business case considerations• The impact on roles and skills
Controlling IT Costs with Risk-Adjusted Demand Forecasts Andrew Ozlowski, Managing Director ClearEdge PartnersAn accurate, risk-adjusted demand forecast is the foundation of every winning IT deal strategy. This session demonstrates the importance of cutting through the inertia to collect key demand data needed to build your own, conservative multi-year model. Armed with this model, IT buyers can take control of the deal agenda from the start and avoid the common pitfalls and massive cost increases that result from following the supplier’s lead. Ses-sion highlights include:• How to answer the question “Is this a good deal?”• How to cut through cross-functional inertia when building forecasts• The cost of supplier influence on a spending model across multiple years• Why models must be built early, while leverage favors the buyer
Service Cost Modeling Q&A (Part 1 of 2) Dean Meyer, author and master cost modelerNDMA, Inc.Many ITFM groups have built cost models that associate IT costs with services. Some are simple, high-level activity-based costing. Others are far more granular, accurate, and effective. Some are forward looking (budgets and rates for the coming year), and others analyze historic accounting data (chargebacks/showbacks). But no matter what form your cost model has taken, no doubt you’ve run into some complex issues, tough trade-offs, and questions ranging from basic to advanced. This 90-minute session is not a lecture; its purpose is to answer any questions you haven’t resolved in your ITFMA experience thus far. You’ll brainstorm the most interesting questions with your peers in small groups, and then we’ll address those questions together.
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• Break-out session: brainstorm the most interesting questions about cost modeling• Report back: the list of questions• Basic principles: business-within-a-business paradigm• Discussion: answers to your questions
10:00-10:45a.m.A Successful Business Case Process that Delivers Accurate Results Suraj Nekram, President & CEOInpensa, Inc.Business cases are an important driver in the investment decision process. They provide key data to help compare investments, identify opportuni-ties, identify risks and understand the cost and benefits. This session will cover do’s and don’ts and help you get started on a path to better investment decisions. At this session you will learn:• How to create a standard business case process to manage any type of investment• Key components of a successful business case process• How to gain acceptance and adoption of your process• How to create awareness of your new process• Why your spreadsheet templates may be providing the wrong information• How to speed up the business case process• Why leveraging a purpose built system can make the difference between success and failure
Developing Pragmatic Transition Service Agreements through IT Financial TransparencyAnurag Bahal, Director, Deloitte ConsultingA Transition Service Agreement (TSA) is a legal agreement, separate from the purchase agreement, in which the buyer agrees to pay the seller for certain (formerly internal) services which the seller will continue to provide or will procure, to support the divested business for a defined period of time. This session will be focused on providing financial basis for IT services in planning, documenting, discussing and reviewing a TSA. The TSA should clearly define charges for the services. If the charges cannot be defined explicitly, the components and assumptions that will be used to calcu-late them should be defined, together with a mechanism for dispute resolution. During this session the audience will learn the costing approaches and charging mechanisms of TSAs for IT infrastructure and application services based on authors’ practical experiences. Through IT financial trans-parency the sellers can mitigate the risk of incurring stranded costs or buyers can realize its goals of achieving IT disentanglement while reducing substantial financial risks.
Service Cost Modeling Q&A (Part 2 of 2) Dean Meyer, author and master cost modelerNDMA, Inc.Continued two-part question and answer peer discussion session from the previous hour.
11:00-11:45a.m.Wrap Up Panel Session for Those from BusinessesPanelists 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 2018 Conference of your choice. Wrap Up Panel Session for Those from Government Agencies and UniversitiesPanelists 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 2018 Conference of yourchoice.
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Why This Program is Unique• The conference is held at the Hyatt Regency Hotel, a luxury downtown Austin resort on the Colorado River, set on the shore of Lady Bird Lake • All sleeping rooms and meeting rooms have free high-speed Internet access • The only 5-day week-long conference that provides you a complete curriculum on best practices in asset and expense management, benchmarking, controllership, government financial management, strategic and financial planning/budgeting/reporting, performance management, and telecommunication financial management for IT organizations for businesses, government agencies and universities • Three tracks for the price of one and six half-day workshops each day for the price of one • Receive handouts for all concurrently held workshops, seminars and conferences held each day you are registered to attend • Speaker handouts of 700-1,100 pages are provided to you on a flash drive and the on-line ITFMA Conference Guidebook • Offers twice the value at half the price of comparable conferences • Money back guarantee that you will not find a comparable 3-5 day program on these IT financial disciplines with more renowned speakers, breadth and depth of material, number of presentations, networking opportunities, and for the same reasonable registration fee in 2017 • 30-35% discount for early registration plus an additional 10-20% discount for groups of 2 or more • There will be six (6) lucky winners in the drawing for free passes to the 2018 ITFMA Conference of your choice • Over 100 sessions to choose from!• Six (6) pre-conference half-day workshops and two (2) full-day workshops• Over 1,000 pages of speaker handouts are provided to you on a 1GB flash drive and the on-line ITFMA Conference Guide- book. Use the ITFMA flash drive on your laptop for a close up view of the speaker presentation (INSERT (INSERT PICTURE material in the various workshops and conference sessions. Those with mobile devices, such as PICTURE OF FLASH DRIVE) smart phones and tablets, can download the ITFMA mobile guide to enhance your experience at OF CELL the conference. You will be able to plan your day with a personalized conference schedule and PHONE) browse the agenda, handouts, maps, attendee list and general information. The app is compat- ible with iPhones, iPads, iPod Touches and Android devices. Windows Phone 7 and Blackberry users can access the same information via our mobile site at m.guidebook.com. Your Guide’s landing page URL is http://guidebook.com/g/ITFMA- AUS. From the Guidebook application, tap “Download Guides”, then tap “Redeem Code”. For any problems, please contact Charlie Johnson ([email protected]) at CNJohnson & Associates. He graciously brought this service to ITFMA.• Twenty (20) hours of peer networking during breakfasts, coffee breaks, lunches, and dinners • Wide assortment of sessions addressing: - IT Controllership and Financial Management for Senior Executives and Their Direct Reports - Financial Management Best Practices for Information Technology organizations - Tools, techniques and methodologies for IT Financial Planning, Budgeting and Reporting - Investment Analysis, Contract Negotiation, Procurement and Disposal for Asset Management - Performance Management and Benchmarking of the IT Enterprise - IT Financial Management for municipal, state and federal government agencies and universities - IT Financial Management Practices and Procedures for Telecommunications• Largest gathering of your peers and leading authorities specializing in IT asset management, benchmarking, controllership, financial planning/ budgeting/reporting, telecommunication financial management and performance management for the business, government, and education communities with many sessions addressing best practices in IT financial management disciplines and procedures• Unbeatable quality and variety of speakers and topics at a cost significantly less than alternative conferences • Latest concepts for financially managing the distributed, centralized and cloud IT environments • Ample opportunities for you to discuss current issues and to have your problems addressed by other practitioners in your field • Demonstration of leading-edge and popular software available for IT financial management • Earn credit in the only extensive IT financial management certification program at no charge with certificates in all 10 IT financial disciplines • Full breakfasts are served daily for you and your family. Conference breakfast and lunch sponsors include CloudBlue (a leading Global IT Asset Disposition Service Provider), Nicus Software (a leader in IT Service Costing and Budgeting Tools) and ProvenIT Finance (a leader in Providing a Practitioner’s Approach to ITFM)• All full breakfasts and lunches are buffet-style to meet your own dietary requirements and appetite
Money Back Guarantee If you find another four or five day program focused on these IT financial disciplines with more renowned speakers, breadth and depth of material, number of presentations, networking opportunities, and for the same reasonable registration fee in 2017, ITFMA will gladly refund your registration fee.
Message to IT Financial Management Professionals
“The future of IT Financial Management walks through the doorsof our conferences every year. We are here to educate you in what
few knew yesterday and to prepare you for what even fewer know today.The quality of our conference is measured more by the
kind of person it turns out, rather than the kind it takes in” – ITFMA
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Conference Value and Benefits
How to Register To register electronically, please visit our website (www.itfma.com/fwit) and submit the Conference Registration form. To register by mail, complete and mail the Conference Registration form in the front of this brochure and payment information (make checks out to “ITFMA” or “IT Financial Management Association”). All major credit cards are accepted. To register by fax, send the registration form to (805) 687-7382 (no cover letter required). To register by telephone, call (805) 687-7390. Register by May 26 Register May 27-June 9 Register after June 9 Member Nonmember Member Nonmember Member Nonmember Conference Only (June 28-30) $1,795 $1,895 $2,195 $2,295 $2,695 $2,795Conference + 1 Workshop Day (June 27-30) $2,295 $2,395 $2,795 $2,895 $3,295 $3,395Conference + 2 Workshop Days (June 26-30) $2,795 $2,895 $3,395 $3,495 $3,895 $3,995 The registration fee covers all workshops/conference sessions, presentation handout material, attendee list, full breakfast buffets, all day refreshments, and lunch buffets. Families are invited to breakfasts. You may apply for ITFMA membership (January-December) with your registration for an additional $200.00. Cancellations received after May 26 are subject to a $200 fee. Cancellations received after June 9 are charged 50% of the registration fee. Nonatten-dance without cancellation is subject to the full fee.
Group Fee Discounts For group registrations submitted at the same time, group conference registration fee discounts are: Group of 2: 10% discountGroup of 3: 15% discountGroup of 4 or more: 20% discount
Free Flow Program There are over 100 sessions including full-day and half-day workshops. You will receive handouts for all workshops and conferences held each day you are registered to attend so you can follow along with the speakers. You can drop in and out of any of the concurrent workshops and confer-ence sessions if you wish.
Conference Attendees This is the first of ITFMA’s two extensive educational programs in 2017 addressing the wide range of responsibilities in the field of IT financial management. It meets the educational needs of IT financial professionals, clients of IT organizations, and IT service providers, whether they be from senior management or entry-level positions involved with the various IT financial management disciplines as applied to computer operations, distrib-uted processing, application development, telecommunications, and IT support. Meet your peers with the following IT-related responsibilities to establish networking opportunities during and after the conferences: Activity Based & Product Cost Management Cost Accounting, Analysis & Control Performance Management & MeasurementAsset & Project Portfolio Management Expense Management Portfolio Management & Risk Analysis Asset Acquisition & Procurement Financial Planning & Budgeting Project ManagementAsset Management & Inventory Control Financial Reporting & Analysis Resource Management Balanced Scorecard Analysis Financial Programming & Support Service Management & Service Level AgreementBenchmarking & Metrics Analysis Financial & Fiscal Services Shared ServicesBusiness/Demand Management Government IT Financial Mgmt. Software and License Management & EvaluationCapital Budgeting & Investment Analysis Information Management Strategic Planning & Sourcing Chargeback & Cost Allocation ITIL Financial Management Telecommunication Financial Management Contract Management & Negotiation Operations & Telecom Management Vendor Management
Dress Code Casual dress is preferred for attendees and speakers in order to promote an informal and relaxed atmosphere.
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About ITFMA The IT Financial Management Association (ITFMA) was established in 1988 when ITFMA founded the IT Financial Management profession 30 years ago. ITFMA is the only association dedicated to this profession and provides a comprehensive education program on the principles and prac-tices used to financially manage Information Technology (IT) organizations. ITFMA is the national leader in the education of IT financial manage-ment professionals and the only recognized provider of certification in the various financial disciplines of IT financial management. Their Journal of IT Financial Management is the only magazine devoted to issues of interest to our profession and their website (www.itfma.com) is the only site focused on professional education in all IT Financial Management related disciplines and techniques. ITFMA has published four books related to IT financial management and is currently working on the first comprehensive book covering all of the financial disciplines used by IT financial manage-ment professionals.
Purpose of Each Category of Sessions The Financial World of Information Technology Program held on June 26-30 is the only “must attend” program for IT financial management practi-tioners as this conference program offers the most sessions and networking opportunities related to the financial planning, acquisition, management, and evaluation of IT assets and expenditures. It is the most highly regarded IT financial conference of its kind because it is conducted by many of the leading experts and attended by so many practitioners of IT financial management. The IT Financial Issues for Senior Executives and Their Direct Reports Sessions provides a comprehensive overview of the major financial disci-plines every CFO, CEO, CIO, Director, Financial Manager, Controller and their direct reports should understand to perform his or her responsibili-ties. There is no university or educational program that offers such a complete agenda for IT organizations that addresses the planning, controlling, pricing, evaluating and decision making aspects of IT financial management. Many of the speakers were selected from among the leading experts in their field. The IT Financial Management Best Practices, Tools and Techniques Sessions bring together the vast experiences of practitioners and leading experts with experiences from best practice organizations. The material covers best practices and procedures in the design, implementation and application of the various financial tools, techniques and disciplines used in the major areas of IT financial management.
The IT Strategic and Financial Planning, Budgeting and Reporting Sessions are the first known curriculum of its kind. It is filled with case studies and hands-on experiences regarding trends, models, techniques, best practices, and new ideas for effective IT financial planning, forecasting, budget-ing, reporting and cost control. You should come away with a number of good ideas for improving your current practices and procedures.
The IT Asset Management Sessions bring together the vast experiences of practitioners and leading experts with experiences from best practice orga-nizations. It provides speakers who are highly experienced experts in this field and creates a forum of asset and expense management practitioners to discuss a wide spectrum of tools and techniques used for investment analysis, contract negotiation, procurement and disposal for IT asset manage-ment. The IT Performance Management and Benchmarking Sessions provide a unique forum for executives and practitioners to discuss their hot issues, challenges and solutions. The material covers practices and procedures in the design, implementation and application of the various tools and tech-niques in identifying, measuring, monitoring, understanding and evaluating the key drivers of IT performance.
The Government IT Financial Management Sessions are specifically designed to educate those in the government by those with hands-on experience in IT financial management issues and practices applicable to the government sector. The agenda is a combination of sessions conducted by govern-ment IT financial practitioners and some of the best sessions applicable to government and business IT organizations. The agenda is mainly designed by and for those in government.
The Telecommunication Financial Management Sessions bring together the hands-on experiences of practitioners and expert speakers with experi-ences from industry-leading organizations in order to provide a forum for practitioners to discuss and learn about the latest concepts and techniques in these financial disciplines
Win One of Six Free 2018 Conference Passes As a reward to those who see the value of attending the outstanding sessions regularly scheduled on the last day of ITFMA conferences,there will be a drawing in the final two sessions scheduled at 11:00 a.m. on Friday, June 30. The six (6) lucky winners will receive a free pass to at-tend the 2018 ITFMA program of their choice by having their 3-day conference registration fee waived – a value of $1,895. The pass is transferable to a colleague if the winner is not able to attend in 2018. Names will be collected and picked during the 11:00 a.m. sessions. Winners must be present to win.
Luncheon Peer Discussions To establish peer contacts and to discuss common interests over lunch, many of the tables are reserved for seating by job responsibility and industry on Wednesday and Thursday. All lunches are buffet style to meet your dietary requirements and appetite.
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Continuing Education IT Financial Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continu-ing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individu-al courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. This five-day ITFMA conference offers up to 34 hours of continuing education credit for CPA, CMA, ITFMA, CIA, CISA and other certifications. There are no prerequisites or advance preparation required for attending the conferences for continuing education credit. The program objectives are to learn best practices, cutting-edge procedures, experiences of your colleagues, and solutions to current issues. For more information regarding administrative policies such as complaint and refund, please contact ITFMA at (805) 687-7390.
ITFMA Certification ITFMA’s Education Certificate Program is the most recognized program to certify completion of an extensive curriculum in IT financial management and related financial disciplines. Certificates are awarded upon completion of 60 class hours at ITFMA programs in the following financial disciplines in order to certify education in IT financial management’s various areas of knowledge and specialization: • IT Financial Management Best Practices • IT Asset Management• IT Financial Planning, Budgeting and Reporting • IT Performance Management and Benchmarking• ITIL Financial Management • IT Financial Management Accounting• IT Financial Management Controllership • Government IT Financial Management• IT Chargeback and Activity Based Cost Management • Telecommunication Financial Management A transcript documenting your attendance in over 150 subject categories is sent to you following each attended conference. There is no cost to enroll in the ITFMA Certificate Program and you may apply for multiple certificates. Advanced certificates are awarded for each additional 60 class hours of attendance. For more details, call (805) 687-7390 or go to the ITFMA home page at www.itfma.com and click on “Certificate Program”.
Meet Our Sponsors & Exhibitors CloudBlue, an Ingram Micro company, is a leading worldwide provider of Enterprise IT Asset Disposition, Lifecycle Services, Onsite Data Destruction, and e-Waste Recycling Services. CloudBlue’s services reduce the risk, cost, and complexity associated with securely managing IT assets throughout their lifecycle in compliance with environmental and data security regulations.
IDC’s global team of analysts assist businesses around the world in moving to the 3rd Platform of computing. Our IT advisory services not only advise on the technologies of the 3rd Platform, but also on how to effectively lead technol-ogy initiatives. For over 50 years, IDC has provided strategic insights to help organizations achieve their key business objectives.
Nicus is a leading provider of end-to-end IT financial and business analytics. Our on-demand or on-premise software, M-PWR, provides a comprehensive set of management tools, including IT planning, service costing, benchmarking, bill of IT, application TCO and demand management, which help analyze and manage the business of IT more effectively.
Proven IT Finance is the leading IT Financial Management services firm, providing Management Consulting focused on IT value, Professional Services for the leading ITFM software, and Value Insights – a fully comprehensive ITFM service
offering. Founded by practitioners, we provide a depth of ITFM knowledge that is unmatched in the industry.
Important Dates May 26: | Discounted conference registration fee deadline. Hotel reservations after this date are on a space and current available rate basis. Cancel
registration without incurring a $200 late cancellation fee.June 9: Cancel registration without 50% fee. Deadline to avoid conference registration fee increase.
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Hotel & Travel Reservations
Hotel Room ReservationThe conference program will be held at the Hyatt Regency Austin Hotel. The hotel room rate is $195 for single/double occupancy, and the govern-ment rate will be the prevailing 2017 government per diem. To make room reservations, call (888) 421-1442 or (402) 592-6464 and mention “ITFMA (IT Financial Management Association)” to get the discounted room rate. The hotel may be sold out during this popular time of the year and there is no other hotel nearby that is comparable in quality and price. Reservations must be made by May 26 after which reservations will be accepted on a space available basis. Calling the hotel before the cut-off date does not guarantee rooms will be available at our special group rate as the hotel is not required to honor this special rate after our block of rooms has been filled, so reserve your room early. You can always cancel it.
Benefits of Registering as a MemberTo sign up for an individual membership in ITFMA for 2017, simply indicate upon registering for the conference that you wish to register for the conference as a member. The membership dues for January to December 2017 is $200. Why should you register for this conference as a member? Among the various benefits of membership, 50% of your dues is returned to you in the form of a $100 lower member conference registration fee. Just indicate that you wish to register as a member when you register online, by phone or postal mail.
About the Hotel The Hyatt Regency Hotel is a luxury downtown Austin resort on the Colorado River and set on the shore of Lady Bird Lake. An outdoor adventure of a 10-mile hike & bike trail and Congress Bridge, otherwise known as “Bat Bridge,” are just outside the front door of the hotel. A short walk across the bridge is downtown Austin where live music, good food and outdoor fun blend into a unique mix of smart and hip. Catch music legends and the newest additions to the scene at nearby entertainment districts, including SoCo (South Congress), Warehouse District, 2nd Street and Sixth Street – all offering live entertainment, delicious food, unique shops and world-class attractions.
Nearby AttractionsA short walk from the hotel is the Sixth Street Entertainment District – home to the city’s coolest music bars and performance venues, where you can catch local and national bands, including Parish Underground and the 512 on 6th. The nine blocks of Sixth Street – a National Register District – are lined with dozens of cool restaurants, cafes, coffee shops, bars, and food trucks, where you will find everything from Tex-Mex to burgers to seasonal Hill Country cuisine. Check out popular eateries like Old School Bar and Grill, Due Forni Pizza and Wine, and Lichas Cantina. Stroll along Sixth Street and browse the local shops, boutiques, and art galleries, where you’ll find everything from clothing, jewelry, toys and wine to furniture and lo-cal art. Stop by Wild About Music, for unique lifestyle, music, art and gifts to take home, or MAGA La Boheme.
The Bat Bridge is the largest urban bat colony in North America! It is home to a million bats that reside on the underside of the bridge. Each evening around sunset the Congress Avenue bats emerge like a black cloud from the crevices of the bridge. Covering the countryside in search of food, it is estimated that the bats consume from 10,000 to 30,000 pounds of insects. Watching their nightly flight is a favorite evening activity of locals and tour-ists, and there are plenty of locations along Lady Bird Lake where you can watch the bats. Flights normally happen around 8:00 to 8:30 p.m. Capital Cruises, located on the Hyatt Regency Austin boat dock, offer boat tours of Lady Bird Lake including bat watching cruises, which are especially popular in summer when warm nights are perfect for bat watching.
One mile from the hotel is the 351-acre Zilker Metropolitan Park (on Barton Springs Road – same as the Hyatt Regency Hotel). The Park offers a miniature train ride, canoe rental, natural spring-fed pool, botanical gardens, hillside theatre, sculpture garden and museum, nature and science center, large multi-age playscape, hike and bike trails, golf course, and picnic areas.
Airline ReservationsThe speakers and topics scheduled on Friday, the last day of the conference, are among the best at the conference and do not forget the Friday draw-ings for six (6) free passes to next year’s ITFMA conferences. So make your return flight reservation for Friday afternoon or consider staying over Friday evening to enjoy the attractions that make Austin so popular.
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“Tell me and I’ll forget.Teach me and I may remember.
Involve me and I learn.” – Benjamin Franklin
“It ain’t what you don’t know that gets you into trouble, it’s what
you know for sure that simply ain’t so.” – Mark Twain
“Develop a passion for learning.If you do, you will never cease to grow.”
– Anthony D’Angelo
Presorted First-Class Mail
U.S. Postage Paid Santa Barbara, CA
Permit No. 310
What Others Said About This ITFMA Conference in the Past “Unique program that bridges IT and Financial Management. Appropriate balance of practitioners and vendors.” – Tony Rees, Financial Analysis Manager, State of Minnesota “This is a one-stop shop for getting an overview of the tools, concepts and processes that IT Financial Managers can use to add value to both their IT organization and the business that IT serves.” – Terri Cull, IT Director, Advance Auto Parts, Inc.“Great conference for those who need to learn about all of the components of IT financial management, and to see how others are dealing with your same situations.” – John Jarvis, Manager, IT Finance, Molina Healthcare“This is the best source of continuing professional education credits that I have found in my career. Even in tough economic times, it’s easy to justify the cost of attending this conference!” – Marsha Watkins, Business Manager, The Ohio State University“Wonderful experience to interact with peer professionals without dodging sales pitches! Content was truly experience-based, and attendees could easily interact and relate.” – Vickie Wampler, IT Accounting Clerk, Godiva Chocolatier“What I love about ITFMA conferences is that they are predominantly “by practitioners, for practitioners.” Even software tool discussions and consultant aspects are looked at from a practitioner’s lens.” – Sujoy Mukherjee, Business Solutions Architect, Depository Trust & Clearing Corporation “This conference was a wonderful experience for me. As someone new to IT Finance, it helped me connect a lot of dots that pertain to what I do in my job/career. 10’s all across the board!!” – John Prisk, Business Operations Analyst, QBE “ITFMA continues to be a leading resource for education in the ITFM space.” – Peter Hidalgo, IT Advisory Senior Manager, EY “First time attending and I will be back. This week was full of idea sharing, learning and networking with knowledgeable peers.” – Ginger Allen, Senior Director, IT Business Management and Performance, BlueCross BlueShield of Florida “Great conference! 20 years in IT Finance and this is the best conference attended!” – Michael Kiely, Senior Director of IT Finance, Marriott Vacation Club International
IT Financial Management Association • ITFMA
POST OFFICE BOX 30188SANTA BARBARA, CA 93130
Financial World of InformationTechnology® Conference
Hyatt Regency Austin Hotel Austin, TX
June 26-30, 2017