Agenda for Executive Leadership

A curated collection of the best content for your role:

Accelerating Business Transformation with a Hybrid FinOps Approach

Nikhil Roychowdhury
Principal, Cloud Strategy and FinOps Leader
Deloitte Consulting
Matthew Ku
Managing Director, Technology Business Management Leader
Deloitte Consulting
As organizations increasingly adopt hybrid, multi-cloud architectures, technology leaders should take a holistic approach towards managing their technology investments. In this presentation, Deloitte leaders will make the case for a Hybrid FinOps approach, and share observations and leading practices of how to apply FinOps and TBM disciplines to the complexities…

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  • Breakout Session
  • Cloud FinOps
  • Intermediate
  • Partner
  • Executive/Leadership

Customer Spotlight: Making Apptio & ServiceNow Work Together to Make Smart Investment Decisions

Matthew Weiner
Sr. Director, GSI GTM Strategy
Apptio, an IBM Company
Doug Page
Sr. Director, Outbound Product Marketing
ServiceNow
In a world where applications continue to evolve from the data center to the cloud to hybrid environments, costs continue to spiral out of control. With AI and automation creating complexity, the ability to align your operational and finance platforms and to move from assumptive application & IT costs to…

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  • Breakout Session
  • IT Financial Management
  • Advanced, Intermediate
  • Apptio, Customer
  • Executive/Leadership

IBM CIO Leverages IBM Apptio’s Product Integration to Resolve Critical Challenges

Christine Shortell
VP, CIO Identity Services & IT Vendor Management
IBM
Summer Gu
CIO TBM Implementation Senior Manager, Apptio Suite Solution
Apptio, an IBM Company
The increasing complexity of IT environments and the ongoing shift towards cloud computing have made it more challenging for organizations to effectively manage their IT expenses and align them with strategic objectives. This session proposes a comprehensive approach to addressing these challenges using the IBM Apptio suite of products and…

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  • Breakout Session
  • IT Financial Management
  • Intermediate
  • Apptio, Customer
  • Executive/Leadership

All other sessions for your role:

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Session Type

Session Type
  • Breakout Session (8)
  • Strategy Community (1)

Tracks

Tracks
  • Agile & Portfolio Management (1)
  • Cloud FinOps (1)
  • Data Management (1)
  • Innovation (4)
  • IT Financial Management (1)
  • Operations and Automation (3)

Technical Level

Technical Level
  • Intro (3)
  • Intermediate (5)
  • Advanced (1)

Presented By

Presented By
  • Apptio (5)
  • Customer (1)
  • Partner (1)
  • TBM Council (2)

2025 TBM Standards Update

Join the TBM Standards Committee for a deep dive into the latest advancements in TBM Standards, including the release of Taxonomy 5.0. This session will explore guidance on migration strategies, progress on the upcoming TBM Modeling Guides, and early work on modernized metrics and benchmarking to reflect today’s tech environments….

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  • Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

A 3-Phase Framework for FinOps Automation

As organizations mature in their FinOps capabilities and scale their practice, the potential for wider cost reductions grows with it. As more teams across the organization are included, however, it can be increasingly challenging to collaborate. Join this session to learn how you can mature your organization’s FinOps practice by…

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  • Cloud Center of Excellence, Executive/Leadership

Accelerating FinOps Maturity: A Strategic Roadmap for the Cloud Center of Excellence

As cloud adoption scales, so does the need for financial accountability and operational efficiency. For Cloud Centers of Excellence (CCoEs), advancing FinOps maturity is critical to enabling sustainable, value-driven cloud operations. This session provides a strategic framework for assessing and elevating your organization’s FinOps maturity. We’ll explore the core capabilities…

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  • Cloud Center of Excellence, Executive/Leadership

Action and Architecture: Southwest Airlines Connects Finance, Capabilities and Demand for App TCO

At Southwest Airlines, enterprise architecture is a dynamic engine for governance, value delivery, and platform orchestration. This advanced session dives into how the architecture team leveraged Apptio ADM, Datalink, and Targetprocess to rewire their approach to EA management, integrating directly with LeanIX in a two-way data flow that connects IT…

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  • Executive/Leadership, IT Finance or TBM Office, PMO or Product Leader

AI Ambidexterity: Leading Today’s Operations While Creating Tomorrow’s Value

AI is not just about choosing the right tools—it is about shaping the right mindset. In this workshop, we explore ambidexterity as the key capability for leaders: balancing exploitation of current operations with exploration of future value creation. Together, we will help you define what AI should mean for your organization—without getting trapped…

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  • Executive/Leadership, PMO or Product Leader

AI-Driven Vendor Selection Intelligence: Accelerating Value Across the TBM Landscape

Transform how your organization evaluates and manages technology vendors, turning slow, fragmented processes into a unified system of decision intelligence and automated action. Join Archways AI to explore how GenAI is reshaping vendor evaluation, selection, and value creation across the TBM landscape of cloud, software, SaaS, SPM and other domains….

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  • Cloud Center of Excellence, Executive/Leadership, IT Finance or TBM Office

AI’s Real Price Tag: From TCO to ROI with IBM Apptio Costing & IBM as Client Zero

As AI investments rapidly scale from pilot projects to enterprise-wide adoption, many organizations are left wondering: What’s the true cost of AI—and is it delivering value? In this session, we’ll explore how IBM Apptio Costing helps uncover the full financial picture of your AI investments, from infrastructure and token-based billing…

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  • Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office

Amplifying Enterprise Orchestration with TBM-Enabled Operating Models

Disruption is relentless, yet most enterprises are still trying to respond with yesterday’s operating models. While organizations invest in agile teams, platforms, and AI, these initiatives often stall within legacy decision-making and funding structures designed for predictability, not orchestration that creates value. This session reveals how leading enterprises are building…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

An Adventure in Starting Smart: How CNO Drove Smarter Tech Investments Without Boiling the Ocean

When CNO Financial set out to improve how technology investment decisions were made, it didn’t start with a mandate, a massive tool rollout, or a formal TBM office. It started with a question: How do we help leaders make better trade-off decisions that balance customer value, architectural integrity, and financial…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Apptio and AI: Enabling Customer Success

Volker Metten
VP, Product Management - Platform Services, Data, and AI
Apptio, an IBM Company
In this session, learn about how IBM Apptio and IBM Cloudability are leveraging AI to provide expert guidance, automate insights and action, and deliver industry benchmarks for TBM and FinOps practitioners.
  • Breakout Session
  • Innovation
  • Intermediate
  • Apptio
  • Executive/Leadership

Apptio for Enterprise Facilities & Assets

TBM has revolutionized how we manage the cost and value of technology while another large area of enterprise spend remains a black box: Real Estate, Facilities & Assets. Representing 10 to 20% of OpEx, this domain is ripe for the same data-driven transformation. This session is your guide to extending…

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  • Executive/Leadership

Architecting Automation: Real-Time CapEx Orchestration at Southwest Airlines

Southwest Airlines is pioneering a smarter way to manage IT finance by eliminating time writing and automating cost modeling within the IBM/Apptio ecosystem. In this advanced session, learn how their team executed a bold shift—streamlining financial workflows, accelerating decision-making, and preparing the enterprise for AI-native operations. This is a strategic…

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  • Executive/Leadership, IT Finance or TBM Office

Beyond “What We Spend”—Turning Vendor & Contract Data into Decisions

Traditional vendor reports answer only one basic question: “How much do we spend?” That is not a decision-support question and is insufficient for decision-making. To influence commercial outcomes, TBM and FinOps leaders need context; contracts, consumption, obligations, renewal risk, compliance, alternatives, and outcomes. Without this context, organizations negotiate blind, renew…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Beyond AI Applications: Creating Enterprise Intelligence Through AI-Integrated Operating Models

Many enterprises drown in operational complexity with fragmented workflows, manual processes, and siloed systems preventing quick market response. While AI adoption accelerates, organizations typically deploy it in isolated use cases rather than systematically transforming their entire operating model. This session reveals how leading enterprises build AI-enabled operating models that eliminate…

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  • Executive/Leadership, IT Finance or TBM Office, PMO or Product Leader

Building a FinOps Center of Excellence: Operationalizing Kubernetes Cost Management at Scale

As Kubernetes adoption accelerates, many enterprises struggle to translate raw cost data into actionable financial operations that align with broader TBM and FinOps objectives. This session will provide a practical framework for how organizations are successfully operationalizing Kubecost through a FinOps Center of Excellence model. We’ll explore best practices for…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Building Adoption: Organization Change Management Best Practices

Casey Skibo
Manager, Customer Success
Apptio, an IBM Company
Joel Schalla
Manager, Customer Success
Apptio, an IBM Company
During this session, we will cover: How to get value out of Apptio Program roadmapping Organizational change management Process walk-throughs
  • Breakout Session
  • Operations and Automation
  • Intro
  • Apptio
  • Executive/Leadership

Building Sustainable IT

Chandra Narayanaswami
Distinguished Research Scientist, IBM TJ Watson Research Center
IBM
Enterprises today aspire to optimize the operating costs and carbon footprint (CFP) of their IT operations without compromising their business imperatives. Concurrently, enterprise CIOs are changing the way they think about software that runs in their enterprise, particularly as the energy footprint of data centers rises and AI proliferates. The…

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  • Breakout Session
  • Innovation
  • Intro
  • Apptio
  • Executive/Leadership

Capable by Design: How We Align Spend with Strategy

In today’s enterprise landscape, aligning technology investments with business strategy requires more than project management—it demands real-time architectural insight and financial clarity. In this session, we’ll share our approach to integrating Enterprise Architecture Management into the Strategic Portfolio Management (SPM) and IT Financial Management (ITFM) lifecycle. Using ServiceNow ITSM, LeanIX,…

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  • Executive/Leadership, IT Finance or TBM Office

Closing the Gap: Connecting Team Tools for Strategic Results

Keeping your portfolio aligned with business priorities shouldn’t require chasing status updates or wrangling disconnected spreadsheets. In this session, discover how IBM Targetprocess connects directly to team tools like Jira and IBM Workflow to roll up real-time delivery data into a unified portfolio view. Aligns Investments with Strategy – Track…

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  • Executive/Leadership, PMO or Product Leader

Closing the Strategy Gap: From Apptio’s Plan to Execution Reality in Smartsheet

The keynote set the stage: 70% of strategic initiatives fail in the “execution gap” between your Apptio financial plan and the “underwater” reality of how work gets done. In this deep dive, we move from the “why” to the “how.” We’ll first explore the critical, and often missing, “execution layer”…

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  • Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Cloudy with a Chance of Repatriation: Navigating the Real Cost of Hybrid IT with IBM Apptio Costing

In today’s dynamic digital landscape, Hybrid IT is no longer an aspiration—it’s the operational norm. As applications shift between on-premises, private cloud, and public cloud environments, understanding the true financial impact of those migrations is critical to making smart, data-driven decisions. This session will explore how IBM Apptio Costing helps…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office

Down the Strategic Portfolio Management Rabbit Hole!

Strategic Portfolio Management (SPM) is a buzzwordy topic that many organizations say they’re doing but fail to get results. What does it mean, really? Attendees to this session will learn more about SPM and how investing in this practice is a low-risk/high-reward play to help your organization build its own…

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  • Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Driving Continuous Value with Apptio Customer Success

Apptio Customer Success is the Golden Ticket to driving value, business outcomes and success on your Apptio journey. Join us for this info-packed session to learn about how we partner with our customers along the way to ensure great outcomes, better stakeholder engagement and adoption, and faster time-to-value together!
  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

Driving Performance and Cost Efficiency Through Intelligent Automation in Hybrid Cloud Environments

As hybrid and multi-cloud environments grow more complex, IT and infrastructure teams face mounting pressure to assure application performance at scale, maintain efficiency, and enforce compliance—all while keeping costs within business expectations. Manual resource management often leads to overprovisioning, increased operational costs, missed SLAs, and reactive firefighting. In this session,…

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  • Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader

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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