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TBMC 2022 Session Recordings

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Session Type

Session Type
  • Breakout Session (51)
  • Keynote Session (13)

Solutions & Products

Solutions & Products
  • ApptioOne (11)
  • ApptioOne Demand (1)
  • ApptioOneMX (14)
  • Better Together (1)
  • CloudabilityMX (23)
  • Data & Analytics (1)
  • Platform (6)
  • Targetprocess (6)
  • TBM (5)

Technical Level

Technical Level
  • Intro (28)
  • Intermediate (16)
  • Advanced (2)

Presented By

Presented By
  • Apptio (41)
  • Customer (13)
  • Partner (10)
  • TBM Council (2)
Tim Pietro
Vice President of Business Development
Rego Consulting
Paul Matthews
Director, IT - Technology Business Management
UPMC
“Why does it cost so much? Do we really need this? We need to do more with less. Maybe next year.” If you’ve ever heard these words from your CFO, then you likely have felt the pain of trying to explain IT’s budget to a non-IT leader. Achieving alignment between…

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Products & Solutions:

ApptioOne, ApptioOneMX
Eileen Wade
General Manager
TBM Council
Polling more than 700 TBM practitioners globally, join this session to hear the top findings of the TBM Council’s 2022 State of TBM report.

Products & Solutions:

TBM
Andy Moore
Technology Director
State Farm Mutual Automobile Insurance Companies
State Farm continues to apply innovative solutions to drive business outcomes and help more customers in more ways. This century-old company is proving again how they remain the leading Auto and Home insurer in the United States, offering products, service, digital, and technology capabilities to meet customer needs. Andy Moore…

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Products & Solutions:

ApptioOne
Adam Moretz
Senior Premier CSM
Apptio, an IBM Company
Model Design Best Practices: How to ensure your model drives the correct behavior to support your business outcomes and objectives

Products & Solutions:

ApptioOneMX
Brad Giles
Consulting Manager
Apptio, an IBM Company
Automation of key TBM data sources can be daunting, especially if you do not control the systems that contain the data you need. We will review and demonstrate some of the techniques that can be used to get data into your projects: Direct Connect (Connector Based Pull), Two-Step Automation (Push/Pull)…

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Products & Solutions:

Platform
Mallory Beaudreau
Customer Portfolio Director - EMEA
Apptio, an IBM Company
As cloud adoption accelerates and spend increases, determining unit economics for your cloud program becomes increasingly important to measure the success – and ultimately, the value driven – of your cloud strategy. Learn more about how to build unit economics into your cloud program to surface the exact cloud costs…

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Products & Solutions:

CloudabilityMX
Connor Kinkead
Product Marketing Manager
Apptio, an IBM Company
Best practices for Apptio BI reporting include the following: personalized reports can be authored and shared, are easy to create, data sources can be combined from throughout your portfolio, a variety of visualizations types are avaiable, and customized metrics to compare or contrast data. View a brief demo video of…

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Products & Solutions:

Platform
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Setting up a defensible showback/chargeback process requires buy-in from a number of stakeholders to be successful. This session will cover how to get the necessary executive sponsorship needed to establish a recurring process of cost recovery while also ensuring that the technical aspects of the solution are correct and accurate…

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Products & Solutions:

ApptioOneMX
Jason Ockun
Strategic Customer Success Advisor
Apptio, an IBM Company
Where do we start? What makes the ATUM difference? These questions and more at a quick glance into TBM Fundamentals and how TBM can guide you on your journey to reaching your IT Financial Management goals. Learn Accelerated Decision Making, Maximizing ROI, and Increasing Growth Funding in this short introduction.

Products & Solutions:

ApptioOneMX
Bala Kaliamurthy
Principal Product Manager
Apptio, an IBM Company
Over the last few years Kubernetes deployments have been steadily growing as a percentage of public cloud spend. This “cloud-inside-a-cloud” requires novel strategies to quantify its precise contribution to each cloud bill and even more importantly to split this spend up so that it can be allocated back to the…

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Products & Solutions:

CloudabilityMX
Bala Kaliamurthy
Principal Product Manager
Apptio, an IBM Company
Cloud native technologies and approaches aim to take advantage of the unique properties of cloud to help engineers build and deploy scalable applications quickly and cost efficiently. In this session we will explore three popular categories of cloud native usage – serverless, containers and specialized VMs – across the major…

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Products & Solutions:

CloudabilityMX
Juan Jose Jarillo
Senior Strategic CS Advisor
Apptio, an IBM Company
Optimization opportunities become real when they’re incorporated into an updated forecast. In the world of cloud adoption, and rapid changing business context, and ever faster technology innovation, financial forecasting (and budgeting) needs to evolve to become one more component of that fast-moving world. In this session you will learn how…

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Products & Solutions:

ApptioOneMX
Greg Holmes
AVP Solutions
Apptio, an IBM Company
Think cloud financial management is just meant for your cloud bills? Cloud financial management can – and should – extend beyond IaaS and PaaS to cover all elements of cloud spend within your ecosystem. Learn how to levergae FinOps best practices for your SaaS portfolio to effectively understand, manage and…

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Products & Solutions:

CloudabilityMX
Kyle Totten
Senior Product Manager
Apptio, an IBM Company
Making informed, fast decisions is instrumental in effective cloud optimization. Cloud practitioners must arm engineers with the insights to optimize with confidence. In this session, learn how to surface relevant data and analytics to support intelligent trade-offs between cost and performance, enabling your engineers to improve cloud program efficiency and…

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Products & Solutions:

CloudabilityMX
Jon Strauss
Chief of Staff to the Chief Customer Officer
Apptio
CIOs strive for a TBM model grounded on both financial and operational integrity and integration investments between Apptio and ServiceNow are helping them realize this vision. In this session we’ll explore the new ways to consistently ingest and map ServiceNow operational data to develop a cost model built on actual…

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Products & Solutions:

Platform
Kelley Wendelborn
Director, Technology Business Management
Lowe’s
Chris Ross
Manager, Technology Finance
Lowe’s
Anita Selman
Sr. Manager, Technology Business Management
Lowe’s Companies, Inc.
Better together: Apptio One and Target Process. Technology and Finance. The TBM Model and a Product Organization. In this session, Lowe’s explores the value the TBM Office has delivered through product reporting (Team Alignment, Product Structure, Product Total Cost of Ownership, Product Value in the form of OKRs) with the…

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Products & Solutions:

ApptioOne, Targetprocess
Toyan Espeut
Chief Customer Officer
Apptio, an IBM Company
Stacey Han
Lead Product Manager - Technical
PayPal
Lisa Lyman
Head of Data, Digital & Technology Economics
Takeda Pharmaceutical Company Limited
Radhi Chagarlamudi
Senior Vice President of Engineering
Zuoro
Hosting your business applications on public cloud can come with distinct financial advantage, especially infrastructure costs shifting from CAPEX to OPEX. But it’s important to remember that monthly invoice you receive from each vendor represents only part of the cost story. Often, basic financial trend analysis can disguise inefficient workloads…

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Products & Solutions:

CloudabilityMX
Andy Moore
Technology Director
State Farm Mutual Automobile Insurance Companies
Collin Brier
Technology Manager
State Farm Mutual Automobile Insurance Companies
State Farm has made significant progress driving increased transparency and accountability through the Bill of IT. Key milestones since its introduction to IT and business partners include multiple data and reporting enhancements, the introduction of a unique IT expense chargeback methodology, and the establishment of joint business/IT Bill of IT…

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Products & Solutions:

ApptioOne, ApptioOneMX
Andrew Midgley
Senior Technical Product Marketing Manager
Apptio, an IBM Company
In a world that is increasingly multi-cloud it is becoming crucial for organizations to establish common ways of understanding cloud cost data and to bring financial accountability across clouds. In this session we will start by briefly reviewing the different billing sources, then look at handy ways Cloudability automatically groups…

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Products & Solutions:

CloudabilityMX
Kyle Totten
Senior Product Manager
Apptio, an IBM Company
Taking consolidated cloud bills and allocating these costs back the back to business is the most crucial and non-negotiable aspect of Cloud Financial Management. Organizations who succeed with this activity are well placed to make delivery teams financially accountable for the resources they provision and to maximize the economic benefits…

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Products & Solutions:

CloudabilityMX
Dustin Bowling
Director, Cloud Professional Services
Apptio, an IBM Company
As your organization scales its cloud environment, there are a variety of services and resources stakeholders will want to analyze, measure and report on. A comprehensive tagging strategy is the foundation for this level of visibility and enables users across the organization, each with different requirements, to create the right…

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Products & Solutions:

CloudabilityMX
Mark Des Biens
Senior Solutions Consultant
Apptio
Corby James
Area Sales Director - Agile
Apptio
PI Planning is a core pillar of Enterprise Agile. This session will provide in-depth guideance and best practices for PI Planning in Targetrprocess as well as then executing and managing Agile programs.

Products & Solutions:

Targetprocess
Susan White
CIOO
BMO Financial Group

Products & Solutions:

ApptioOne, CloudabilityMX
Brad Giles
Consulting Manager
Apptio, an IBM Company
There are very few reasons not to begin automation efforts right away when starting a TBM-Related project. During this session, we will explore: Why early automation is key to quick time to value, best practices for accomplishing automation quickly, tips for developing an automation approach and strategy.

Products & Solutions:

Platform
JW Ligthart
TBMC Technical Advisor Healthcare
Apptio, an IBM Company
You’ve developed insightful reporting, but today they are not driving action. This session will explore how to move from dashboard to decisioning using examples around: Operationalizing Application Optimization via Scorecarding (in tool); Addressing Addressable Spend; Infrastructure, Apps, and End User Device Savings Opportunities; and creating an Insight Program driven by…

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Products & Solutions:

ApptioOne
David Taylor
VP - Product Development and Delivery
Maryville Consulting Group
Sara Zemianek
Director, Product and Agile COE
Edward Jones
Dan Greer
President & Founder
Rego Consulting
Realizing the full potential of TBM can be challenging. All-too-often, Apptio becomes a data consolidation and reporting tool instead of the change agent it is meant to be. This problem is further exacerbated if stakeholders are disengaged and Apptio adoption is low. In this session, we’ll discuss how to elevate…

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Vik Saluja
Director, TBM Cloud Economics
Mastercard
Cloud cost management is very complex starting with the variable component of pay per use of resources. Typical challenges include charges at Centralized Organization/IT level for services, support, network, taxes, discounts, etc. that needs to be first made visible to the consumers via showback and eventually be charged back appropriately…

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Products & Solutions:

CloudabilityMX, TBM
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Apptio continues to innovate, including our core ApptioOne solution. Discover the latest enhancements to our flagship product. Recent platform improvements to be examined include configurable recommendations, calculation prioritization, delayed refresh, and lineage

Products & Solutions:

ApptioOneMX
Connor Kinkead
Product Marketing Manager
Apptio, an IBM Company
Apptio’s End User Insights will help organizations to achieve full transparency of their End User Device fleet. View a brief demo video of ApptioOne End User Device by a product specialist. This session provides a short introduction to End User Insights.

Products & Solutions:

ApptioOneMX
Ashish Phule
Product Manager
Apptio
Apptio offers comprehensive financial planning for all technology investments. View a brief demo video of ApptioOne Integrated Investment Planning by a product specialist. This session provides a short introduction to Integrated Investment Planning.

Products & Solutions:

ApptioOneMX
Mona Chadha
Director, Infrastructure Category Management and Partner Development
Amazon Web Services
Cloud, Software and Data are the very foundation of digital transformation and migration. If you look across industries – Financial Services, Industrials, Health Care and Life Sciences, Resources and Oil and Gas etc. – most companies are in the midst of migrating their operations and business models on the basis…

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Adriana (Andi) Karaboutis
Chief Information & Digital Officer
National Grid
National Grid is at the heart of the energy transition. This means that our part in “winning the digital race” involves delivering outcomes to become the “Intelligent Connected Utility.” Frontier technologies, reimagining ways of working – including customer engagement and enablement models – and delivering new capabilities through agile outcome-focused…

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Dan Ortman
Director of Cloud FinOps Services
SoftwareOne
A cloud financial management or FinOps practice can maximize your value as you migrate more workloads to Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform. Find out why a strong FinOps practice incorporates the 5 Cs of FinOps to get the most value from your cloud investments.

Products & Solutions:

CloudabilityMX
Doug Greer
Managing Director, TBM Services
Rego Consulting
How do stakeholders in your organization perceive Apptio? Do you struggle to get stakeholders to provide data or executives to view Apptio reports? If Apptio adoption is low, or if it is perceived by stakeholders to have low value, that can negate all the time, energy, and money you’ve invested…

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Jeremy Ung
Chief Technology Officer
Apptio, an IBM Company
Eugene Khvostov
Chief Product Officer
Apptio, an IBM Company

Products & Solutions:

ApptioOneMX, CloudabilityMX, Data & Analytics, Targetprocess
Edie Quenby-Brown
Senior Director, Customer Success
Apptio, an IBM Company
Creating enthusiasm for the initiatives the TBM Program is spearheading is no small feat. It takes determination and creativity to increase adoption of new processes amongst existing and new users. This session will review socialization tips that have proven to be successful with many customers. From lunch and learns, to…

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Products & Solutions:

ApptioOne
Kevin Teets
Vice President, Customer Success
Apptio, an IBM Company
Struggling to share relevant cloud program metrics to a variety of stakeholders? Join this session to see how newly released persona-based dashboards can simplify this process, making data sharing easy and repeatable across your organization.

Products & Solutions:

Platform
Allison Breeding
CMO
Apptio, an IBM Company
Wesley Eugene
Chief Information Officer
IDEO
John Wilson
Senior Vice President of Digital Product Management
Wells Fargo
Mahima Patnaik
Sr. Partner Development Manager
Amazon Web Services
Scott Kellish
Solutions Architect, Cloud Services
Amazon Web Services
Customers face many challenges as they move the cloud. Customers are asking AWS to help them unlock the speed and agility that is made possible with cloud scale and elasticity. Cloud Operations helps customers understand how to govern and optimize their AWS environment. Partners such as Apptio are critical in…

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Mark Des Biens
Senior Solutions Consultant
Apptio
Corby James
Area Sales Director - Agile
Apptio
This session will take attendees through the many details of Portfolio Budgeting on the Targetprocess platform, touching on alignment to OKRs, demand and capacity planning, and even walking through scenarios for quickly re-aligning portfolios to changing business strategies.

Products & Solutions:

Targetprocess
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
See an overview of Automated Data Management, a cross-platform data orchestration structure that enables our portfolio to share and manage these data with each other – no more pushing and pulling of data or waiting to access the system while the model calculates. This service is currently available in the…

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Products & Solutions:

ApptioOneMX
Connor Kinkead
Product Marketing Manager
Apptio, an IBM Company
The most productive organizations enable their end users with the tooling, information, and insights to make smarter decisions faster. Apptio BI enables end users to create and share their own reports and dashboards quickly, easily. They also enable the system to flag when interesting insights have been discovered and set…

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Products & Solutions:

Platform
Ashish Phule
Product Manager
Apptio
Introduction to our core, flagship financial management offering: ApptioOne. View a brief demo video of ApptioOne by a product specialist. This session provides a short overview of ApptioOne.

Products & Solutions:

ApptioOneMX
A fundamental function of ApptioOne is benchmarking. Find out how you can obtain always available, up-to-date, interactive benchmark data with defensible comparisons. View a brief demo video of ApptioOne Benchmarking by a product specialist. This session provides a short introduction to Benchmarking.

Products & Solutions:

ApptioOneMX
With ApptioOne Billing you can efficiently distribute and defend IT costs to business units through automated showback and chargeback processes. View a brief demo video of ApptioOne Billing by a product specialist. This session provides a short introduction to Billing.

Products & Solutions:

ApptioOneMX
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Improve the accuracy and transparency of your IT demand planning and management processes. See how by viewing a brief demo video of ApptioOne Demand by a product specialist. This session provides a short introduction to ApptioOne Demand.

Products & Solutions:

ApptioOne Demand
Pete Goubert
Senior Director, Product Management
Apptio, an IBM Company
Get a sneak peek and overview of Apptio’s new Cloud Financial Planning solution. This session will explore the use cases, demo and value of this sophistcated cloud budgeting and forecasting tool.

Products & Solutions:

CloudabilityMX
Andrew Midgley
Senior Technical Product Marketing Manager
Apptio, an IBM Company
Organizations may be overspending on cloud services by as much as 70%, primarily driven from a lack of cloud cost optimization best practices. This session will provide an overview of how Apptio Cloudability helps organizations inventory workloads, leverage available discounts and improve operational efficiency.

Products & Solutions:

CloudabilityMX
Andrew Midgley
Senior Technical Product Marketing Manager
Apptio, an IBM Company
Cloudability TotalCost is the only cloud financial management solution in the market that factors in the direct and indirect charges to calculate the complete cost of running your cloud-based software applications. Bringing together the depth of Apptio financial management capabilities with the precision of Cloudability, this solution connects public cloud costs to…

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Products & Solutions:

CloudabilityMX
Jason Byrd
Managing Director, Technology Strategy & Advisory
Accenture
With continued digital transformation and the proliferation of cloud computing, the bar has been raised to manage technology to a higher value. Organizations must establish a Tech Value Operating Model to drive more institutionalized transparency of technology spending and clearly define the resulting value framework for business outcomes. At the…

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Ida McKinley
Senior Vice President, IT Services
GM Financial
Chris Mullett
CFO, Technology
Mastercard
Nate Batchelder
Director, Technology Business Management
Liberty Mutual
Kelly Glavin
VP Public Sector
Maryville Consulting Group
Looking to re-energize your organization around TBM? Join Maryville Consulting Group’s panel discussion to learn how leaders at Mastercard, GM Financial, and Liberty Mutual took existing Technology Business Management programs to the next level at their organizations. In this session you will learn: What was the catalyst for re-investing in…

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Phil Purcell
Senior FinOps Consultant
Apptio
If you want to establish a FinOps practice or mature your existing practice, this session is for you. Join us as we dive into cloud financial management principles and share best practices for building and maturing a FinOps team in your own organization, featuring real-world challenges of building out a…

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Products & Solutions:

CloudabilityMX
Anuj Nath
Vice President, GTM - ApptioOne and Platform
Apptio, an IBM Company
Learn how customers have transformed from a project to product centric mindset supporting business capabilities through a value framework leveraging the ATUM taxonomy – how investment planning can provide visibility into impacts to Product TCO

Products & Solutions:

ApptioOne
Mallory Beaudreau
Customer Portfolio Director - EMEA
Apptio, an IBM Company
An increased focus on sustainability is driving organizations to deploy measures that minimize environmental impact. Ensuring cloud applications are designed to help reduce environmental impact can help support this effort. This session explores considerations and best practices for supporting sustainability initiatives within your cloud program, including assessing and reporting on…

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Products & Solutions:

CloudabilityMX
Ronan Hughes
Principal Architect
Bank of Ireland
This is the daring tale of how a plucky Irish Bank grasped destiny by the collar and dared to dream. Having undertaken a large and complex core transformation program completing in 2020 Bank of Ireland had developed an updated IT strategy for the next five years which had a comprehensive…

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Products & Solutions:

ApptioOne, CloudabilityMX
Chad Doiron
Managing Director
Advocate, part of Accenture
Adnan Shah
Co-Lead for Advocate & Managing Director
Accenture
Leading practitioners of TBM that are creating a new IT Value Operating Model to move up the “value scale.” They are achieving exceptional performance on managing foundational data to achieve cost transparency. But importantly, they are leveraging that information and insights to first change their decision making within IT and…

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Carollyn Gehrke
Digital Product Manager
TBM Enthusiast
Today’s agricultural revolution is a digital one, and John Deere is focused on unlocking customer value with the Smart Industrial journey. In this breakout session, hear from Carollyn Gehrke, TBM Product Manager at John Deere, on using TBM to help accelerate the transformation of an IT cost center to a…

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Products & Solutions:

Targetprocess, TBM
Kyle Yurchak
Director, GTM - Cloudability
Apptio, an IBM Company
Kevin Teets
Vice President, Customer Success
Apptio, an IBM Company
Cloudability TotalCost is the only cloud financial management solution in the market that factors in the direct and indirect charges to calculate the complete cost of running your cloud-based software applications. In this session, see firsthand how users are connecting public cloud costs to costs captured outside of cloud bills…

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Products & Solutions:

CloudabilityMX
Kevin Morris
TBM Analyst
Schwab Technology Services
Jessica Joyce
Sr Manager, IT Product Management
Schwab Technology Services
Charles Schwab continues to develop new solutions to provide more levels of transparency into our technology spend. Our latest capability leverages Cloudability and Cost Transparency to provide key insights into application and technology costs across the firm. Our technology partners leverage these insights to understand how foundational public cloud resources…

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Products & Solutions:

CloudabilityMX, TBM
Jim McGrath
Vice President, IT & Engineering Business Office
UPS
Ken Finnerty
President, IT Applications Development & Advanced Analytics
UPS

Products & Solutions:

ApptioOne, CloudabilityMX
Sunny Gupta
Co-Founder and CEO
Apptio, an IBM Company

Products & Solutions:

ApptioOne, Better Together, CloudabilityMX, Targetprocess
Eileen Wade
General Manager
TBM Council
Wesley Eugene
Chief Information Officer
IDEO
Sara Scheu
Vice President Shared Services IS Solutions
Marshfield Clinic Health System
Kristine O'Shea
VP, Finance
Apptio, an IBM Company
Kim Jenkins
CEO
The Kim Jenkins Experience
End the TBM Conference with an event sure to launch a wave of positivity! Join our discussion and engage in a candid conversation with an experienced panel of leaders as they delve into a variety of TBM leadership areas, including: How the TBM practice plays a role in driving consensus…

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Products & Solutions:

TBM

Monday Afternoon Keynotes

Technology is driving dramatic change, and faster than ever. Constant change is the norm and data is the new currency. The Council and TBM are modernizing to support the changes all organizations face. Join us to understand what this means for the global community, our standards, and the Council itself.

Details coming soon.

Tuesday Morning Keynotes

As AI rapidly evolves and companies move from experimentation to production, assessing the potential, cost and viability for the organization, and scaling for impact, requires rich insight. Our experienced panelists will share and discuss critical success factors for AI and how the TBM discipline is becoming crucial to supporting successful AI investment and value management.

Visionary executive teams leverage strong TBM foundations and evolve their practices to support the enterprise in areas like product cost and profitability, sustainability, and shared functions. Join this experienced panel as they discuss their application of TBM to drive next-generation business and mission results beyond the traditional tech arena.

Hot off the presses! Deloitte, the TBM Council’s Ambassador ecosystem partner, will share its new digital transformation research: Which digital domains do high performers target? Which metrics and KPIs do they use? What digital success factors have they mastered? You don’t want to miss this insightful segment!

TBM and FinOps have been critical to the success of many tech organizations seeking to optimize costs, operationalize accountability, and create a value-based mindset. We’ve assembled a panel of leading experts to discuss the intersection of the two disciplines: Where do TBM & FinOps interact? How do their key stakeholders and processes differ, yet intersect to drive material benefits for organizations? If you operate in a hybrid world, you can’t afford to miss this discussion!

Many organizations approach TBM as a box to check—a set of tools, a process to follow—but that isn’t enough. In today’s environment, where agility, cost efficiency, and data-driven decision- making are no longer just nice-to-haves but absolute necessities, a superficial approach won’t cut it. The stakes are too high. The TBM Council’s Ambassador ecosystem partner, Maryville, will walk us through the benefits, tactics, and examples of successful transformation.

Wednesday Morning Keynotes

Apptio, the market leading TBM solution provider and founding underwriter of the TBM Council, will share a sneak peek into the future of TBM, FinOps, ITFM, and Portfolio Management. Discover the upcoming advancements you can leverage to take your capabilities to the next level.

Is your TBM practice designed for success? Is your organization supporting value-based decision making and the cultural change and insight needed to adopt modern technologies and efficient operations? Learn how our distinguished panelists established successful TBM practices, enabling a value-based culture of accountability to predictably deliver valued business outcomes.

Great leadership teams set out to address foundational issues when first adopting TBM, but they don’t stop there. They plot a roadmap and execute it over time, conquering one problematic area after another and creating value along their entire journey. Join our guests as they share intimate details of their journey, both the good and the bad, and its evolution over time (multiple use cases).

IT Financial Management, enabled by TBM, is elevating business value to new heights. CEOs, CDIOs, and boards of directors are reshaping their companies to gain a stronger competitive edge in the marketplace. Tech organizations are revamping themselves, freeing up capital and redirecting funds to business transformation. A modern ITFM function is essential to measuring investment spend and value, and creating a mechanism for achieving target business outcomes.

Agenda subject to change

Morning Sessions

Ashley Petitt
Chairman of the TBM Council Board of Directors

Jack Bischof
General Manager of TBM Council

What future must public & private organizations prepare for as technology becomes embedded in organizational strategy, execution and operations, how can TBM help? Join in an insightful and provocative discussion with a panel of the world’s preeminent tech, strategy, AI, talent and CxO TBM Practitioners to find out!

How is TBM evolving to support modern organizations and a tech future that is coming at us faster than ever? This panel will provide a glimpse of how both new adopters and mature practitioners are supported by TBM modernization, enabling multi-dimensional value creation, and progression over time

TBM Adoption can create great benefits, and great change, but how do you manage the cultural change of TBM in an environment of constant change, transformation and increasing expectations? Explore this balancing act with a senior panel of world class leaders!

Afternoon Sessions

Digitalization is driving growth of hybrid cloud and bi-modal delivery models, creating both new opportunities and new challenges. How can organizations overcome the challenges, get ahead of the change, and design and drive better outcomes by linking business and technology strategies? Come see for yourself and interact with our executive panel!

Every organization begins their TBM journey with the intent to achieve specific valued outcomes. Over time, successful organizations mature their TBM capabilities and set their sights higher, toward new desired outcomes and new stakeholders. Join our distinguished panel to explore the form and evolution of “value” at their organizations over time.

The convergence of technology and business is driving a shift toward mutual imperatives, metrics and desired outcomes. Executive roles are coalescing and interoperating to a greater degree, and tech execs are earning a seat the table, with TBM. Engage in this panel discussion of how the CxO landscape is changing, and the role TBM is playing in career success.

Join this fireside chat in a discussion of the future of tech & business, TBM and the TBM Council.

Agenda subject to change

Executive Strategy Forum Sessions

Meet face to face with some of the world’s foremost AI experts and practitioners. From those working in public and private sector AI strategy, governance and policy, to the executives that are making and applying AI technologies that are shaping the modern landscape.

Join Forrester industry analyst Tracy Woo and tech industry executives to exchange insight into the successes and failures of operating a tech organization in a hybrid world, where Agile and waterfall combine with private, public and multi-cloud strategies, creating operational challenges modern organizations must master. Meet your tech and finance executive peers, to exchange insight into how these modern obstacles are being addressed.

Who wouldn’t want to find 3% of their technology budget to be used differently – either for cost savings or to move from run the business to change the business? Even if you aren’t in cost cutting mode, you’re most likely still have budgets stuck in contracts, redundant services, or legacy infrastructure. Hear from leaders who have successfully uncovered millions of dollars to put into savings or redirected to strategic initiatives and transformation.

Digital innovation is driving organizations to adopt new technologies, delivery capabilities and operating models. Adoption of Agile methods and cloud services often figure prominently on the digital agenda, join our panel of executive industry practitioners and partners as they share insight into their journey from Project to Product.

Pressure from investors, customers, governments and regulators is driving the ESG agenda, and tech has a key role to play. Sustainability is increasingly linked to brand identity as regulatory compliance requirements become more demanding worldwide. Join us to explore the standards, approaches and solutions organizations are leveraging to mitigate the challenging environment of “Tech Sustainability”.

Agenda subject to change

Executive Strategy Forum Sessions

A look back at 10 years of TBM leadership and community building.

 
Speakers:
  • Eileen Wade, General Manager, TBM Council
  • Tom Murphy, VP IT & CIO, University of Pennsylvania

Innovating through technology is not new. For decades technology leaders have navigated the landscape of delivering competitive innovations that drive business value. CIOs have been known as “Transformational Leaders” and “Change Agents” – and this remains true today. However, what escalated seemingly overnight was the competing need to reconceptualize both employee and customer engagements that deliver anytime, anywhere experiences with minimal risk and a nimbleness rarely seen before. In this session, discussion leaders will share their own experiences and set up table engagements for attendees to answer various questions, including:

  • Is modernization the driving force behind the “Mega CIO”?
  • Is the “Mega CIO” a fit for all strategies?
  • Are executives with line-of-business backgrounds relegating professionals with technology-focused backgrounds to the executive sidelines?
  • If not the CIO, then who else is as uniquely positioned to understand and lead company and product strategy transformations?
Discussion Leader:
  • Les Ottolenghi, EVP & Chief Information and Technology Officer, Stride
  • Greg Douglass, Senior Managing Director, Global Technology Strategy & Advisory, Accenture
  • Rhonda Gass, CIO, Stanley Black & Decker

Public cloud strategies are often embraced for the promise of rapid scalability, on-demand agility, and best-in-class security, resiliency, and features. However, public cloud adoption presents significant financial challenges that, when not addressed, inhibit any firm’s ability to exploit the promises of public cloud. In this session, we’ll hear from leaders who are managing their cloud strategy with both TBM and FinOps, and how they are leveraging the maturity and rigor of TBM to align their organization’s capabilities and requirements. We’ll then break into small groups to discuss both challenges and approaches for building and launching a TBM-for-Cloud journey, including:

  • Defining a TBM-for-Cloud function with FinOps
  • Practices for tailoring FinOps to your organization based on goals and capabilities
  • Establishing company financial constructs and controls
  • Benefits of building a FinOps capability with the oversight and governance of TBM

 

Discussion Leader:
  • Nathan Besh, TBM-for-Cloud Evangelist, TBM Council
  • Melissa Croft, Managing Director, UBS
Mergers and acquisitions (M&A) activity in 2021 surpassed the level achieved before the global pandemic, with $5.1 trillion worth of M&A transactions being completed across multiple industries. Success is non-negotiable, so corporate boards look to technology leaders to articulate how a deal will lower costs, mitigate risk, and increase revenue. To achieve this, many leaders have found that TBM is their Rosetta stone for navigating the three key phases of M&A: due diligence, integration, and run/optimize. In this discussion hear from Jack Bischoff, Regional VP of the TBM Council, as he shares use cases gathered from across our membership on the ways global organizations are leveraging TBM to deliver successful M&A processes with transparency, including the ability to:
  • Better identify areas of synergistic opportunity, risk, activity, and expected outcomes
  • Prioritize critical decisions about people, organizational structure, major system consolidation, and standardization
  • Provide the capabilities that determine how the organization is running, where costs are, and how to prioritize and optimize activities that are realized
  • Establish an improvement loop that creates a repeatable M&A playbook

 

Discussion Leaders:
  • Jack Bischof, VP, Europe & Middle East, TBM Council

Delivering business value faster is a primary reason why many organizations are aggressively scaling Agile practices across their enterprise. At the same time these practices can conflict with traditional ways of working including planning, organizational, and funding models. Agile practices risk creating financial blind spots for both product teams who are expected to make decisions faster and with more autonomy than ever before, and their financial peers. In this session, hear from executives who are applying the rigor and guidance of TBM to Agile-at-scale so they can maximize their shift from projects-to-products quickly and transparently. Discussion topics will include:

  • Best practices for gaining company-wide support to make the shift
  • Experiences and challenges maintaining cost transparency alongside Enterprise Agile
  • Identifying and prioritizing opportunities for TBM and Enterprise Agile frameworks (SAFe, Spotify Model, Scrum of Scrums, etc.)
  • Prioritizing Agile-specific financial management solutions for TBM
 
Discussion Leader:
  • Carolyn Gehrke, TBM Product Manager, John Deere
  • Kathy Higgins, VP – Tech Business Management, Lowe’s Companies, Inc.
  • Justin Mann, TBM-for-Agile Evangelist, TBM Council

Financial management of your technology investments is critical, now more than ever in high-paced and increasingly financially constrained markets. Cloud, hybrid, and digital development of products and services is integral to your business. But the decentralized, federated nature of those technological advancements has made it more difficult than ever to get a clear, accurate picture of the total costs of delivering those products and services. Furthermore, once you have an accurate view of those total costs, concerns arise on the best way to understand and communicate how those costs drive value, specifically the profitability of those products. In this session, we would like to hear your thoughts on how you, your peers, and your organization sees the evolution of technology costs and the need to see the profitability of the products that incur those costs informing your future decision-making processes.

Discussion Leader:
  • Eugene Khvostov, SVP, Products, Apptio

To understand what drove the Great Resignation, Humu asked more than 90,000 employees across large, global organizations why they are (or are not) looking for new roles. Their biggest finding? For most would-be quitters, culture matters more than compensation.

Join Laszlo Bock, former CHRO at Google, and now Co-Founder of Humu – a software platform that combines technology and behavioral science to make managers and their teams more effective – as he leads an interactive session on the essential traits that drive high-performing teams and engaged employees, including:

  • The difference between team culture vs. team composition
  • The five top factors that make (or break) team performance and retention
  • How leadership can encourage managers to build a team culture worth sticking around for
Discussion Leader:
  • Laszlo Bock, Co-Founder & Chairman, Humu (Former CHRO at Google)

Agenda subject to change