April 24 - 26, 2019
Chicago, IL

Main Conference Day One: Thursday April 25, 2019

Start of Main Conference Day One

8:00 am - 8:30 am Registration & Breakfast

8:30 am - 8:45 am Chairperson’s Welcome

Participants will be able to share areas of interest via Mentimeter. Please look for slide instructions.
Chris Van Wesep, Sr. Director Product Marketing at Apptio

Chris Van Wesep

Sr. Director Product Marketing
Apptio

Disruption is the new normal. Get Uber'd before you get Blockbuster'd. Attend this Master Class panel of experts from innovative companies in diverse sectors such as Internet Services, healthcare, and insurance. The panel will highlight the enablers for innovation in their organizations using modern Financial Planning & Analysis (FP&A) practices. 
Joe Mitchell, Business Operations Manager - Infrastructure Business Office at LinkedIn

Joe Mitchell

Business Operations Manager - Infrastructure Business Office
LinkedIn

Paul Matthews, Director of Finance at University of Pittsburgh Medical Center

Paul Matthews

Director of Finance
University of Pittsburgh Medical Center

Ted Townsend, Director, Operations Finance and Technology Business Management Office at Asurion Corporation

Ted Townsend

Director, Operations Finance and Technology Business Management Office
Asurion Corporation

Manik Patil, Modernization Evangelist at AIG

Manik Patil

Modernization Evangelist
AIG

ACHIEVING COST TRANSPARENCY

9:30 am - 10:15 am How to Successfully Transform IT with Technology Business Management

The integration of IT and the business is a priority for Globe Life. Technology Business Management enables IT leaders to manage the business of IT, while changing conversations from IT cost to IT value across the enterprise. Hear how Globe Life is transforming their organization’s IT department by leveraging leadership principles hundreds of CIOs are using to elevate the value and impact of IT on the business. In this session we will explore how Globe Life was able to:

Automate budgeting, forecasting, and variance analysis using a repeatable model
Build a TBM and Financial Team from the ground up including all processes
Align technology investments with business priorities
Create transparency into their cloud spend


Jeremy King, VP of Technology Business Management at Globe Life

Jeremy King

VP of Technology Business Management
Globe Life

10:15 am - 11:15 am Technology Demo Drive & Morning Coffee Break

11:15 am - 11:55 am CASE STUDY: Learning how to speak the ITFM Language While Creating a Solid Framework for Strategic Goals

Many organizations struggle to overcome a misalignment of strategic and tactical goals or even outright disagreement between IT, business leadership and ITFM staff.
This disconnect is often the result of poor communication, unrealistic expectations or understanding, and not clearly defined roles and responsibilities, therefore making
it almost impossible to clearly identify who is responsible for defining the strategic goals and who is responsible for executing against those goals. In this session you will
learn how to establish a solid framework and apply is during the ITFM journey.

Defining strategic goals within your ITFM framework that are realistic and aligned with business and IT objectives.
Establishing roles and responsibilities between ITFM staff, business and IT leadership in setting and executing strategic goals.
Establishing common language between IT, business and ITFM staff to ensure successful partnership and outcomes.
Olga Timofeyeva-Vogt, Technology Business Management (TBM) Lead at Stanley Black & Decker, Inc.

Olga Timofeyeva-Vogt

Technology Business Management (TBM) Lead
Stanley Black & Decker, Inc.

In this panel discussion, ITFM experts from various industries will share their expertise on how to get beyond defending the bill, enabling customers of IT to understand spend and value, and changing the conversation and relationship between IT and the business.


Amy Robertson, Director of Marketing at Nicus

Amy Robertson

Director of Marketing
Nicus

Jennifer Garcia, IT Financial Advisor at American Family Insurance

Jennifer Garcia

IT Financial Advisor
American Family Insurance

Robert Mischianti, Chief Evangelist at Nicus Software

Robert Mischianti

Chief Evangelist
Nicus Software

Alonso Martinez, Senior IT Expense Analyst at American National Insurance

Alonso Martinez

Senior IT Expense Analyst
American National Insurance

Velincia Jones, Technology Business Operations at VISA

Velincia Jones

Technology Business Operations
VISA

Kendra Coates, Finance Director at Office of Information Technology State of Maine

Kendra Coates

Finance Director
Office of Information Technology State of Maine

12:45 pm - 1:50 pm Lunch

INTERACTIVE DISCUSSION GROUPS

IDG 1

1:50 pm - 3:15 pm How Organizations are Transforming IT and Funding Innovation
Chris Van Wesep, Sr. Director Product Marketing at Apptio

Chris Van Wesep

Sr. Director Product Marketing
Apptio

IDG 2

1:50 pm - 3:15 pm Fixing the Disconnect between IT & Finance Departments
Ted Townsend, Director, Operations Finance and Technology Business Management Office at Asurion Corporation

Ted Townsend

Director, Operations Finance and Technology Business Management Office
Asurion Corporation

IDG 3

1:50 pm - 3:15 pm Managing and Tracking Shadow IT
Manik Patil, Modernization Evangelist at AIG

Manik Patil

Modernization Evangelist
AIG

IDG 4

1:50 pm - 3:15 pm Service-based and Departmental reporting
Steven Morley, Technology Business Manager at Intermountain Healthcare

Steven Morley

Technology Business Manager
Intermountain Healthcare

3:15 pm - 3:45 pm Afternoon Refreshment Break

Track A: Starting your ITFM Journey

3:45 pm - 4:30 pm CASE STUDY: Beginning your ITFM Journey: Where do you Even Start?
ITFM is a journey with many starting points and milestones along the way. The key to success is getting internal management and executives on-board and having the right partner to help guide you along the way. In this session you will hear from a company in the early stages of their ITFM Implementation journey.

What factors to consider when choosing your ITFM vendor
Why do companies make the first initial investment?
Gaining initial buy-in across the enterprise
Ruben Muniz, ITFM Lead at JM Family Enterprises

Ruben Muniz

ITFM Lead
JM Family Enterprises

Track A: Starting your ITFM Journey

4:30 pm - 5:15 pm CASE STUDY: Conserve your Time; Ditch your Spreadsheet
Many seasoned professionals love their trusty spreadsheets. Take a look into
common flaws of relying on spreadsheets and how to arm yourself with the
tools to ditch them along with integrating legacy systems into your ITFM
portfolio.

How do you fit legacy systems into your ITFM portfolio?
Learn how much time you really save by getting rid of your spreadsheet
Examine how much more accurate ITFM platforms are than excel
Ekiti Lowe, Director of Finance at Duke University Health System

Ekiti Lowe

Director of Finance
Duke University Health System

Janine Reid, Finance Manager at Duke University Health System

Janine Reid

Finance Manager
Duke University Health System

Track B: Honing your ITFM Expertise

3:45 pm - 4:30 pm Innovate Don't Stagnate! Achieving Transparency Without Holding the Business Back
In a time where transformation is a requirement not an option many
businesses struggle to conserve costs while still keeping ahead of the
competition. In this session we will learn how one company was able to
transform itself while still maximizing its ITFM efforts.

How do we avoid getting bogged down with cost tracking?
Using ITFM to help accelerate the business transformation efforts
Leveraging ITFM as a benchmarking tool against competitors
Joe Mitchell, Business Operations Manager - Infrastructure Business Office at LinkedIn

Joe Mitchell

Business Operations Manager - Infrastructure Business Office
LinkedIn

Track B: Honing your ITFM Expertise

4:30 pm - 5:15 pm Getting a handle on software licensing and mitigating exposure to audits
Ensuring compliance that a firm is not under-licensed are often the primary
objectives for software asset managers. But license optimization, IT security
and implementing processes and policies are just some of the areas in
which Software Asset Management (SAM) can save money for companies.
Attend this session to understand issues that bog SAM teams down and their
solutions as well as:
Consider implementation, training and process rollout practices for efficiency
Review and optimize time consuming transactional License Management
for freeing up time

Examining how to manage complex software licenses
How to engage stakeholders to drive successful SAM implementations
How does Cloud impact my SAM strategy?
Asif Bhaidu, Senior Partner -  IT | Global Portfolio & Program Director at Ogilvy & Mather

Asif Bhaidu

Senior Partner - IT | Global Portfolio & Program Director
Ogilvy & Mather

5:15 pm - 5:20 pm Chairperson’s Day One Recap & Closing Remarks

Track B participates please join us in Track A for closing remarks.
Chris Van Wesep, Sr. Director Product Marketing at Apptio

Chris Van Wesep

Sr. Director Product Marketing
Apptio

5:20 pm - 6:20 pm Evening Welcome Cocktail Reception

Close of Conference Day One