April 30 - May 02, 2018
Wyndham Grand Chicago Riverfront

Main Conference Day One: Tuesday, May 1, 2018

8:10 am - 12:00 am REGISTRATION AND BREAKFAST

8:40 am - 12:00 am CHAIRPERSON'S WELCOME

Jarod Greene - VP, Product Marketing Apptio
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Jarod Greene

VP, Product Marketing
Apptio

According to the KPMG’s 2017 Global CEO Outlook survey, 70 percent of CEO’s are making bottom-line growth a primary objective for investment. To do this, CIOs must champion new ways of creating value, and technology-driven disruption will present that opportunity in the form of Digital Business. However, Digital Business requires that CIOs manage IT like a financially viable service provider, where the contribution of IT is understood by the business, the entire service portfolio value is optimized, and IT performance is measured in value. In this session, technology leaders at the heart of this transformation at Torchmark and UBS will share their perspective on how they've embraced an innovation mindset while delivering reliable run-the-business services to their partners.
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Kris Rosiak

Director, IT Service & Product Portfolio Solutions Management
UBS

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Jeremy King

VP, Technology Business Management
Globe Life

9:45 am - 10:30 am HOW CISCO TRANSFORMED ITSELF INTO AN IT SERVICES ORGANIZATION

Tim Pietro - Senior Manager, Cloud Advisory and Services Transformation Cisco Advanced Services
Cisco IT successfully executed a three-year plan to transform to a Services organization. This transformation required changes in IT mindset, operations, and organization structure, and was a critical step in being “architecturally led.” In this session, you will hear about the key components of Cisco’s IT Services Transformation as well as the key CIO challenges being faced today such as Speed, Security, Relevance, Cost, and Running IT as a Business.
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Tim Pietro

Senior Manager, Cloud Advisory and Services Transformation
Cisco Advanced Services

10:30 am - 11:30 am TECHNOLOGY DEMO DRIVE & MORNING COFFEE BREAK

Solutions Speed Dating with a Twist! Preview the ITFM tools that will feature in the Process Improvement Clinics at our Demo Drive along with the opportunity to win some fabulous
prizes along the way!

11:30 am - 12:00 am WHY ON EARTH DO WE DO IT FINANCIAL MANAGEMENT ANYWAY?

William Miller - Founding Partner-Owner Proven IT Finance
In today’s marketplace, implementing an ITFM process is no longer an option — it is a competitive requirement. In this session, learn about techniques, tools, and processes that enable meaningful conversation about the value of IT investments — and drive the evolution of the IT department into a problem-solving, expense-reducing, revenue-generating arm of the business.
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William Miller

Founding Partner-Owner
Proven IT Finance

Companies large and small are undergoing significant transformations. VSP Global has built an effective operating model that drives higher levels of accountability, partnership and
value to the business. Join this session to understand the value of the IT-as-a-Service model in enabling the concept of Running IT as a Business. Examples will be shared on how VSP built a system to support these key pillars of transformation:

• Service Portfolio (Service Portfolio/Catalog)
• Service Costing (IT Financial Management)
• Service Metrics (Incident, Change, Service Level Management).
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Ed Hoy

Senior Director, Technology Portfolio and Business Management
VSP Global

1:15 pm - 2:00 pm NETWORKING LUNCHEON

2:00 pm - 2:10 pm INTRODUCTORY REMARKS

Richard Hawes - Director, Product Marketing ServiceNow
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Richard Hawes

Director, Product Marketing
ServiceNow

2:10 pm - 3:20 pm IDG 1: TEAM BUILDING

2:10 pm - 3:20 pm IDG 2: DATA CHALLENGES

2:10 pm - 3:20 pm IDG 3: TOOL IMPLEMENTATIONS

2:10 pm - 3:20 pm IDG 4: STRATEGY

3:20 pm - 3:45 pm AFTERNOON BREAK

3:45 pm - 12:00 am EVALUATING AND IMPLEMENTING ITFM SOLUTIONS

Robert Mischianti - VP Product Development Nicus Software
There 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 executed 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 selected process 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 your organization.
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Robert Mischianti

VP Product Development
Nicus Software

3:45 pm - 4:30 pm RUNNING THE BUSINESS VS. CHANGING THE BUSINESS: GETTING THE BALANCE RIGHT

Byron Gregg - VP, Strategy and Planning Fidelity Investments
IT Transformation is everywhere; in every industry, every business – large and small. But what does it mean for your organization? This session will arm you with a framework, tools, and actionable steps to drive the business, financial, and technology decisions needed to be successful throughout the transformation journey, and it will describe the common pitfalls
and lessons learned at each phase along the way. You will come away with:

• A Model to help your organization define its desired future state
• A Framework to assess current state; identifying gaps and risk areas
• Metrics to determine transformation progress; including financial tools to
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Byron Gregg

VP, Strategy and Planning
Fidelity Investments

4:30 pm - 5:15 pm A PROVEN PLAYBOOK FOR SUCCESSFUL IT FINANCIAL MANAGEMENT

Nelson Dantzler - Senior Manager Dairy Farmers of America
In this session, you will learn accounting and financial best practices related to IT Financial Management that will enable you to strategically position the financial management function within IT. Topics include:
  • Cost center structure alignment and cost allocation to business units in the company
  • Developing and applying cost allocation methodology to various IT services
  • Aligning financial planning and reporting practices with business goals
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Nelson Dantzler

Senior Manager
Dairy Farmers of America

4:30 pm - 5:15 pm BEYOND APPLICATION TOTAL COST OF OWNERSHIP (TCO) IN TODAY'S (CLOUDY) ENVIRONMENTS

Brian Toba - Business Operations Leader Deloitte
One of the key milestones for an IT Finance organization is to calculate the total cost of ownership for each enterprise application. With the introduction of Cloud technologies (IaaS, Saas, PaaS, etc), this can be complex to develop financial models in addition to providing apples-to-apples comparisons. For this presentation, we will discuss the complexities of doing Application TCO in today’s environments. We will also demonstrate how to leverage other data sources to provide a holistic information dashboard to allow our business leaders to make the best decisions based upon all of the facts available.
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Brian Toba

Business Operations Leader
Deloitte

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Richard Hawes

Director, Product Marketing
ServiceNow

5:30 pm - 6:30 pm CONTINUE NETWORKING WITH NEW AND OLD FRIENDS ALIKE DURING OUT POST-EVENT WELCOME RECEPTION