Presentations

Presentation: How We’re Changing the Conversation between IT and the Business at FedEx

Presentation: How We’re Changing the Conversation between IT and the Business at FedEx

In this presentation, David Coleman, Finance Director, FedEx Services Corporation, shares initiatives that help change the business conversation about IT, why it’s essential to staff your IT Finance organization so it can lead new conversations, how to get started on a TBM implementation to achieve business results, and more.
Presentation: IT Finance Socialization - Cultivate a Culture of Change

Presentation: IT Finance Socialization - Cultivate a Culture of Change

Dave Lillis , Vice President, IT Finance, MasterCard Worldwide, details a strategy to implement IT finance socialization, including partnering with the business from day one to ensure IT finance objectives drive business strategy and navigating the challenges that result from increased transparency such as disputes over costs, resistance to change and new IT process implementations.
Presentation: Transition from Chargeback to Showback To Enhance Transparency

Presentation: Transition from Chargeback to Showback To Enhance Transparency

In this presentation, Carolyn Bellisio, CFO of IT, Liberty Mutual Insurance, highlights the importance of measuring the largest drivers of service consumption to derive IT costs and understand cost levers, and ensuring chargeback is integrated with finance and/or accounting systems.
Presentation: IT Financial Management Changing Perception to Impact Reality

Presentation: IT Financial Management Changing Perception to Impact Reality

Priyu Suryawanshi, Director, Technology Business Management Office, Prudential Financial, provides insight into becoming a trusted partner to your business customers, changing the perception of IT by leveraging disciplined financial management, communicating the value of IT in business terms, and adopting a holistic perspective to IT Financial Management.
Empowering IT Leaders to Be Service Owners

Empowering IT Leaders to Be Service Owners

Hear how BNY Mellon revamped its applications portfolio and re-engineered its infrastructure to realize substantial cost improvements, and improve IT transparency, including:

  • Their approach and the framework they built to manage this challenge
  • The levers they focused on
  • Lessons learned from this exercise

Presentation by:

  • Alex Golbin, Managing Director and Global Head of IT Optimization, BNY Mellon
  • Randy Stringer, Managing Director and CFO of Client Service Delivery & Client Technology Solutions, BNY Mellon
Implementing a New Business Value Equation in the Risk Averse Culture of the Federal Reserve System

Implementing a New Business Value Equation in the Risk Averse Culture of the Federal Reserve System

The Federal Reserve has been working on an ITFM journey to align its IT service and cost model to support improved business value by highlighting the correlation of performance and risk to cost. This initiative has focused on the creation of a new service framework and service catalog that improves the alignment to cost drivers and consumption of IT services. This discussion will focus on the strategies, approaches and toolsets used to support the advancement of IT financial management within the FRS.

Presentation by Brannon Howle, Assistant Vice President, Federal Reserve Information, Technology

Merging Two Global Companies: How to Evaluate Which ITFM Tools and Models to Retire?

Merging Two Global Companies: How to Evaluate Which ITFM Tools and Models to Retire?

Dell and EMC recently came together in the largest merger of technology companies in history. The resulting company, Dell Technologies, was forced to rationalize many of its legacy applications. This was also true for its ITFM tools: EMC was using one tool, while Dell was using another. Questions of: should the legacy EMC model prevail? Or should the legacy Dell model be used? Or should the merged company continue operating separate systems? After careful analysis, a project was launched to migrate the legacy Dell model to the EMC tool. The complexities were enormous, involving three distinct phases and five separate companies. This session will discuss how the migration decision was made and how the project team was able to overcome tremendous odds to develop a highly effective combined model for the merged company.

Presentation by Clark Robinson, Sr Manager of Data Management and Analytics Tools, Dell Corporation

Capital One’s Technology Cost Transformation: How cost transparency and data visualization is empowering Technology leaders

Capital One’s Technology Cost Transformation: How cost transparency and data visualization is empowering Technology leaders

As one of the top 10 largest banks in the U.S., Capital One’s senior leadership made a prescient commitment in 2010 to shed its traditional brick ‘n’ mortar banking practices and embrace the agile mentality of a technology organization. Recognizing that its customers’ needs were changing, Capital One sought to transform how they deliver software by modeling themselves after the best technology organizations: leveraging open source software, APIs, and agile methodologies; simplifying the infrastructure as the first movers within financial services to start the journey to public cloud; and building the capabilities to leverage big and fast data. Learn how Capital One’s Technology Cost Transformation has empowered Capital One leaders to command control of their technology costs and deliver on all of their technology goals. Learn about how Capital One’s Finance team is leveraging design thinking principles and new data visualization, virtual and mixed reality tools to translate the value of Technology in a meaningful way to transform the banking experience.

Presentation by Keller Denechaud, Senior Director of Infrastructure Finance, Capital One

Master our Services. Drive Competitive Advantage.

Master our Services. Drive Competitive Advantage.

Find our how Kris Rosiak, Director of Service & Product Portfolio Management Solutions and his team institutionalized the Service Owner Role at UBS.
Top ITFM Trending Topics for 2019

Top ITFM Trending Topics for 2019

In preparation for ITFM 2019, we wanted to exclusively share these past presentations with you. Below you will find expert content on:

  1. Ensuring Your Software Asset Management Program Delivers Value Beyond Plain Compliance: Asif Bhaidu, Program Director, Ogilvy Global Business Technology Group
  2. Achieving Application Total Cost of Ownership (TCO) in Today’s (Cloudy) Environments: Brian Toba, Senior Manager, Information Technology Services, Deloitte
  3. Guerilla ITFM on a Budget—Managing Homegrown Budgeting Applications: Pia Wakefield, Financial Planning & Analysis, TBM Lead, Red Hat
  4. Running the Business vs. Changing the Business: Getting the Balance Right IT: Byron Gregg, VP, Strategy and Planning, Fidelity Investments
  5. Running IT as a Business: Ed Hoy, Senior Director, Technology Portfolio and Business Management, VSP Global
Ensuring Your Software Asset Management Program Delivers Value Beyond Plain Compliance

Ensuring Your Software Asset Management Program Delivers Value Beyond Plain Compliance

Ensuring compliance and ensuring 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.

In this presentation, Asif Bhaidu, Program Director, Ogilvy Global Business Technology Group, presents on:

  • Understanding issues that bog SAM teams down and their solutions
  • Considering implementation, training and process rollout practices for efficiency
  • Reviewing and optimizing time consuming transactional License Management
  • Examining how to manage complex software licenses
Achieving Application Total Cost of Ownership (TCO) in Today’s (Cloudy) Environments

Achieving Application Total Cost of Ownership (TCO) in Today’s (Cloudy) Environments

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.

Brian Toba, Senior Manager, Information Technology Services, Deloitte, presents on:

  • The complexities of doing Application TCO in today’s environments
  • How to leverage other data sources to provide a holistic information dashboard to allow business leaders to make the best decisions based upon all of the facts available
Guerilla ITFM on a Budget: Managing Homegrown Budgeting Applications

Guerilla ITFM on a Budget: Managing Homegrown Budgeting Applications

This presentation is geared towards resource-constrained ITFM teams that are challenged by consistent data reproduction. Do you struggle to defend your data because of manual
inefficiencies and cumbersome operational reporting? By focusing on processes, and understanding where data is, you can gain better clarity on how much you’re spending, what
specifically you’re buying, and who benefits from these investments.

Pia Wakefield, Financial Planning & Analysis, TBM Lead, Red Hat, presents on:

  • Open-source tools and templates
  • Mapping to enrich GLAP data
  • Developing a Tooling Roadmap
Running the Business vs. Changing the Business: Getting the Balance Right IT

Running the Business vs. Changing the Business: Getting the Balance Right IT

Transformation is everywhere; in every industry, every business – large and small. But what does it mean for your organization? This presentation 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.


Byron Gregg, VP, Strategy and Planning, Fidelity Investments, presents on:

  • 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 determine funding priorities
Running IT as a Business

Running IT as a Business

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. View this presentation to understand the value of the IT-as-a-Service model in enabling the concept of Running IT as a Business. Examples are 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).

Presentation by Ed Hoy, Senior Director, Technology Portfolio and Business Management, VSP Global.