IT Financial Management Association

Official Site and Leading Educator of the IT Financial Management Profession

Spring Agenda

Optional Workshop and Seminar Agenda

Monday April 18

7:00-8:00 a.m.

  • Conference Registration and Full Breakfast Buffet

8:00-11:45 a.m.

  • Two-Day IT Finance Boot Camp: Part 1 (4 hours)
  • Robert Mischianti, Vice President and Anthony Pantaleo, IT Strategist, Nicus Software
  • Review of the Chronological Growth & Maturity of IT Financial Management (4 hours)
  • Les Ackerman, IT Finance Director, UT Southwestern Medical Center
  • Accelerate Your IT Transformation: How to Build Service-based Cost Models (4 hours)
  • Khalid Hakim, Operations Architect and Charles McVeigh, Senior Staff Engineer – ITBM, VMware
  • Enterprise Asset Management and IT Asset Management (4 hours)
  • Rajesh Radhakrishnan, Principal Consultant and Chief Architect, Zygous Consulting 

12:00-12:50 p.m.

  • Buffet Lunch

1:00-3:45 p.m.

  • Two-Day IT Finance Boot Camp: Part 2 (3 hours)
  • Robert Mischianti, Vice President and Anthony Pantaleo, IT Strategist, Nicus Software
  • Service Portfolio Lifecycle Management (3 hours)
  • Nan Braun, CEO/Founder and Terry Dawkins, Consultant, Thavron Solutions
  • Cost Modeling A to Z (3 hours)
    Dean Meyer, author and master cost modeler, NDMA, Inc.
  • IT Planning, Programming, Budgeting and Execution (3 hours)
  • Bryce Thorpe, Sr. Program Planning & Budgeting Analyst, Cask, LLC

Tuesday April 19

7:00-8:00 a.m.

  • Conference Registration and Full Breakfast Buffet

8:00-11:45 a.m.

  • Two-Day IT Finance Boot Camp: Part 3 (4 hours)
  • Robert Mischianti, Vice President and Anthony Pantaleo, IT Strategist, Nicus Software
  • IT Financial Management Best Practices (4 hours)
  • Paula Bowie, Director, Ernst & Young
  • Investment Based Budgeting Implementation (4 hours)
  • Jeffrey Lockenvitz, I.S. Controller, United Parcel Service
  • IT Culture Shock – A Survival Guide for Those Undergoing Transformation to Agile Environments (4 hour) Penny Collen, Cloud Financial Thought Leader 

12:00-12:50 p.m. 

  • Buffet Lunch 

1:00-3:45 p.m. 

  • Two-Day IT Finance Boot Camp: Part 4 (3 hours) 
  • Robert Mischianti, Vice President and Anthony Pantaleo, IT Strategist, Nicus Software 
  • Management for Finance: Finding a Rainbow of Simplicity in the IT Hailstorm (3 hours) 
  • Bryce Thorpe, Sr. Program Planning & Budgeting Analyst, Cask, LLC 
  • Calculating the True Cost of IT Services (3 hours) 
  • Brian Stedman, Director of Product Management for ComSci, Upland Software 
  • Building Chargeback, Allocation & Cost Accounting Best Practice Systems (3 hours)
  • Charles Johnson, President and CEO, CNJohnson & Associates, Inc. 

Conference Agenda 

Wednesday, April 20 

6:45-7:45 a.m. 

  • Conference Registration and Full Breakfast Buffet sponsored by ComSci by Upland, a leader in IT Cost Transparency and Financial Management Solutions 

8:00-8:45 a.m. 

  • Building Organizations That Deliver Value: Vision To Value Todd Williams, President, eCameron, Inc.
  • Improving IT’s Ability to Grow Business Value Eugene Lukac, Specialist Leader, Deloitte Consulting LLP 
  • The EY IT Service Definition Journey Pete Hidalgo, Senior Manager & ITFM Services Lead and Sean Murphy, Manager, Ernst & Young LLP 

9:00-9:45 a.m.

  • ITFMA Hot Seat Panel of IT Leaders Moderator: Brian Stedman, Director of Product Management, Upland Software, Panelists: Three IT Finance Leaders
  • The Economic and Strategic Benefits of Cloud Computing
    Frank Scavo, President, Computer Economics, Inc.
  • John Hancock, Manulife, and Beyond - Our Journey through Chargeback & Integration Justin Soetemans, Finance Manager, Business Services, John Hancock 

10:00-10:45 a.m.

  • IDC FutureScape: CIO Agenda 2016 Outlook
  • Erik Berggren, Vice-President and IT Executive Advisor, IDC IT Executive Programs
  • The Key Elements of IT Financial Management Charles Johnson, President and CEO, CNJohnson & Associates, Inc.
  • Benchmarking & Data Analytics in ITFM – Cost vs Value Chris Pfauser, Director, Americas, ISG

11:00-11:45 a.m.

  • The IT Finance Manager – Roles and Responsibilities
    Penny Collen, Cloud Financial Thought Leader
  • Turning Service Costing Intelligence into Enterprise Intelligence Tim Pietro, Technical Business Management Evangelist, ServiceNow
  • IT Finance – A Journey to a Shared Services Model
    William Conklin, Director, Enterprise IT Finance, AmerisourceBergen

12:00-12:50 p.m.

  • Buffet Lunch sponsored by ServiceNow, a leader in Enterprise Cloud Solutions

1:00-1:45 p.m.

  • IT Financial Management in the Age of the Federal IT Acquisition and Reform Act (FITARA) Paul Gvoth, Associate, Cask, LLC

    The Difference Between Budget Forecasting and Real Budget Planning
    Dean Meyer, author and father of "investment-based budgeting", NDMA, Inc. Establishing Your Cloud Business Management (CBM) Practice
  • Khalid Hakim, Operations Architect and Charles McVeigh, Senior Staff Engineer – ITBM, VMware

2:00-2:45 p.m.

  • Leading in 3D – A Digital Transformation Leadership Guide for Business and Technology Executives Erik Berggren, Vice-President and IT Executive Advisor, IDC IT Executive Programs
  • When State IT Customer Agencies Have Federal Advance Planning Document Systems Kenneth Hoffman, Principal, Kenneth F. Hoffman, Inc.
  • Do Project Financials Really Matter? Ben Perkins, Partner, Professional Services, Proven IT Finance

3:00-3:45 p.m.

  • Translating Finance Language to IT Language – Best Practices for Service Costing and IT Financial Management Nancy Braun, CEO/Founder , Thavron Solutions
  • Just Pick a Vendor and Go! Oh, No! Sandra Sears, Assistant Vice President, Robbins Gioia
  • Shifting Operating Expense to Equity Value Harrison Zipkin, Director, David Consulting Group

4:00-4:45 p.m.

  • ComSci’s Software as a Service Offering Demonstrated LIVE (Software Demonstration) Brian Stedman, Director of Product Management for ComSci, Upland Software
  • Wouldn't It Be Great If It Was Easy to Convey the Value of IT? (Software Demonstration) Anthony Okumura, Sr. Manager, Product Management, ServiceNow

Thursday, April 21

6:45-7:45 a.m.

  • Conference Registration and Full Breakfast Buffet sponsored by Nicus Software, a leader in IT Financial Management Solutions

8:00-8:45 a.m.

  • Every ITFM Journey Is Unique Molly Koernke, Director of Product Marketing and Phil Landry, Enterprise Account Manager, Upland Software
  • Telecom Expense Management Takes on a New Direction
    Richard Janis, Senior Vice President, Asentinel
  • Changing the Conversation with 100% Service Based Bill of IT Mark Gackenheimer, IT Business Management Lead, Kimberly-Clark

9:00-9:45 a.m.

  • Shifting the Paradigm – Using Financial Management to Drive Technology as a Strategic Initiative Brian Stedman, Director of Product Management for ComSci, Upland Software
  • The Truth about Cloud Penny Collen, Cloud Financial
  • Thought Leader Maturing to a Data Driven/Consumption Based Service Costing Model – Am I Ready? Nancy Braun, CEO/Founder, Thavron Solutions 

10:00-10:45 a.m. 

  • Building the Business Case for Your Cloud Transition Erik Berggren, Vice-President and IT Executive Advisor, IDC IT Executive Programs 
  • Investment Based Budgeting Jeffrey Lockenvitz, I.S. Controller, United Parcel Service 
  • Getting Ready for the Digital Age With Resource Reallocation Elizabeth Gonzalez, IT Finance Director, 1E, Inc. 

11:00-11:45 a.m. 

  • IT Strategic Planning: From the Basics to the Boardroom Russ Finney, Advisory Partner, itmWEB Group 
  • Understanding Regulations for State IT Internal Service Funds Kenneth Hoffman, Principal, Kenneth F. Hoffman, Inc. 
  • Enabling Customers to Make Better IT Decisions by Driving Simplicity, Transparency and Predictability Craig Minyard, Vice President, Financial Planning & Management, Federal Reserve Information Technology 

12:00-12:50 p.m. 

  • Buffet Lunch: Seating by Industry 

1:00-1:45 p.m. 

  • What "Transparency" Really Looks Like Dean Meyer, author, Internal Market Economics, NDMA, Inc. 
  • Vendor Risk Management Bruce Schneider, former CFO, AIG Insurance Company 
  • The Benefits and Pitfalls of Outsourcing IT Sourcing and Procurement: A True Story Jon Maxim, President, Maxelerate Systems Ltd. 

2:00-2:45 p.m. 

  • Creating Engaging, Meaningful, Needle-moving Stakeholder Reporting Craig Hollenbeck, Founding Partner, Principal Consultant, Proven IT Finance 
  • Cut Downtime While Cutting Costs: Designing a Winning Telecom Strategy Jason Patrick, Information Technology Director, Potter County 
  • Labor Capitalization for Agile and Waterfall Software Environments Pia Wakefield, TBM Lead and Claire Caffarel, Senior Accountant, Red Hat 

3:00-3:45 p.m. 

  • How Technology Business Management (TBM) Complements ITFM Alex-Paul Manders, TBM Practice Lead, Americas, ISG 
  • Why You Can't Outsource Ownership of Your Telecommunications Spend Joe Schmidt, Project Director, TechCaliber Consulting, LLC 
  • Best Practices in Implementing IT Chargeback System Linda Cole, Sales Director, Open iT, Inc. 

4:00-4:45 p.m. 

  • Improve Your IT Financial and Business Management with Nicus M-PWR(Software Demonstration) Robert Mischianti, Vice President, Nicus Software, Inc. 

Friday, April 22 

6:45-7:45 a.m. 

  • Full Breakfast Buffet 

8:00-8:45 a.m. 

  • People, Processes, Technology: The “Bermuda Triangle” of Your ITFM Capability