Agenda for IT Finance or TBM Office
This curated agenda is customized for you. Learn how your industry-leading peers are implementing their TBM journeys, along with best practices and implementing critical integrations. And this is just the beginning! More sessions will be added soon.
A curated collection of the best content for your role:
Rob DeLaubell
Director, IT Program Management
The Hartford
Director, IT Program Management
The Hartford
The Hartford’s goals were to better Agile-align their IT financials (change the conversation from “project” to “product”), and decouple their IT financials from the time tracking system (aspiring not to be a time tracking organization). However, they capitalize a material amount of labor cost incurred for internally developed software, and…
- Breakout Session
- Agile & Portfolio Management
- Intermediate
- Customer
- IT Finance or TBM Office
Ben Foster
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Katy Carricato
Senior Manager, TBMO
Red Hat
Senior Manager, TBMO
Red Hat
Madeline Leetz
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Learn about the unique structure of Red Hat’s TBMO, where three business managers act as trusted advisors to IT leadership, managing large, complex budgets and spearheading enterprise wide spend efficiency programs. Explore the crucial role of IT Business Managers in fostering effective technology and financial management practices within the enterprise….
- Breakout Session
- IT Financial Management
- Intro
- Customer
- IT Finance or TBM Office
Dieter Vangrunderbeek
Sr. Product Manager
Apptio, an IBM Company
Sr. Product Manager
Apptio, an IBM Company
With more than 55% of Fortune 100 companies having both IBM Apptio + ServiceNow, it’s imperative to have these two systems integrated bi-directionally. Come along to hear how the latest product developments can help you unlock valuable benefits on both sides.
- Breakout Session
- IT Financial Management
- Intermediate
- Apptio
- IT Finance or TBM Office
Joel Soutenare
Solutions Consultant
Apptio, an IBM Company
Solutions Consultant
Apptio, an IBM Company
This session will demonstrate how IBM Apptio Costing Essentials enables organizations to quickly and easily gain visibility into their IT and technology costs. Organizations will learn how they can focus on business outcomes and maximizing the value from every dollar, while moving away from manual, error-prone spreadsheets. A full product…
- Breakout Session
- IT Financial Management
- Intermediate, Intro
- Apptio
- IT Finance or TBM Office
Adi Rose
Principal TBM Consultant
Kaiser Permanente
Principal TBM Consultant
Kaiser Permanente
Explore insights from Kaiser Permanente’s application rationalization journey. Uncover how Kaiser Permanente leveraged the TBM Framework to build Application Portfolio Management capabilities that allowed them to translate complex data into actionable insights, optimizing their application landscape, reducing risk and obtaining financial benefits.
- Breakout Session
- IT Financial Management
- Intermediate
- Customer
- IT Finance or TBM Office
Craig Lee
Senior Business Manager
Stanford Health Care
Senior Business Manager
Stanford Health Care
Michelle Fanner
Executive Director, Business Operations
Stanford Health Care
Executive Director, Business Operations
Stanford Health Care
This session is a detailed case study on Stanford Health Care’s IBM Apptio and TBM journey. Stanford Health Care has used Apptio and TBM best practices to improve IT investment, optimization, and operational decisions. The session will cover how Stanford Health Care has deployed IBM Apptio Costing, Planning, and Cloudability…
- Breakout Session
- IT Financial Management
- Intro
- Customer
- IT Finance or TBM Office
David Roush
Manager, Global TBM
QBE
Manager, Global TBM
QBE
Learn about QBE’s TBM journey and how it has: Leveraged showback for costing applications, business services, and technical services Produced showback bills for business areas Supported an IT modernization program Continued to mature its cost model and expand its use
- Breakout Session
- IT Financial Management
- Advanced
- Customer
- IT Finance or TBM Office
Konstantin Popov
VP, Enterprise Technology & Financial Management
Cprime/Vincerion
VP, Enterprise Technology & Financial Management
Cprime/Vincerion
Dickerson Miles
Head of Economic Architecture and Transformation
BNY Mellon
Head of Economic Architecture and Transformation
BNY Mellon
Join Cprime to explore how a top digital tech company embraced new ways of working by leveraging IBM Targetprocess. Find out how centralizing budgeting and integrating with cloud Jira enhanced delivery transparency, prioritized product funding, automated reporting, driving agility and visibility in the digital era.
- Breakout Session
- Agile & Portfolio Management
- Advanced
- Customer, Partner
- IT Finance or TBM Office
Doug Greer
Managing Director, TBM Services
Rego Consulting
Managing Director, TBM Services
Rego Consulting
Josh Roberto
Principle TBM Consultant
Rego Consulting
Principle TBM Consultant
Rego Consulting
In this session, we’ll explore how to successfully operationalize your TBM Office by building strong governance structures and sustainable processes. We’ll dive into actionable strategies for addressing key challenges such as adoption, executive sponsorship, training, and education. Learn how to navigate the obstacles TBM offices face and set your organization…
- Breakout Session
- Operations and Automation
- Intermediate
- Partner
James Hudson
Director, Program Management
McGraw Hill
Director, Program Management
McGraw Hill
McGraw Hill has significantly matured its Technology Business Management (TBM) journey by leveraging Apptio Targetprocess and IT Planning. Despite a threefold increase in Capex initiatives over the past two years, these tools have provided a structured approach to handle the growing number of cases and strengthened the connection between budget,…
- Breakout Session
- IT Financial Management
- Advanced, Intermediate
- Customer
- IT Finance or TBM Office
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Presented By
Carollyn Gehrke
Digital Product Manager
John Deere & Company
Digital Product Manager
John Deere & Company
For many organizations, a policy from FASB issued in 1998 is the reason given about why time reporting MUST happen for most IT Organizations. SOP 98-1 is a Statement of Position, Accounting for the Costs of Computer Software Developed or Obtained for Internal Use, issued by the American Institute of…
- Breakout Session
- Agile & Portfolio Management
- Intermediate
- Customer
- IT Finance or TBM Office
Rob DeLeo
Senior Consultant
Rego Consulting
Senior Consultant
Rego Consulting
Douglas Conn
Discussion around the role of TBMO to support the centralization of a Global End User Device Lifecycle Management program to a multinational conglomerate. We will cover the challenges as well as tools and techniques we are deploying to support this very large initiative.
- Breakout Session
- IT Financial Management
- Intermediate
- Customer, Partner
- IT Finance or TBM Office
Justin Mann
Director, Research & Standards
TBM Council
Director, Research & Standards
TBM Council
Presented by TBM Council’s Research & Standards team This session will provide attendees with an early preview of results from the 2024 State of TBM Survey, including data on TBM adoption and maturity. The Council team will discuss key findings and share how final results from the survey are likely…
- Strategy Community
- Data Management, IT Financial Management, Operations and Automation
- Intro
- TBM Council
- IT Finance or TBM Office
Dieter Vangrunderbeek
Sr. Product Manager
Apptio, an IBM Company
Sr. Product Manager
Apptio, an IBM Company
Combining Turbonomic with IBM Apptio Costing allows your organization to identify, quantify and action continuous cost and performance optimizations. Discover how you can empower your stakeholders to collaborate and realize potential saving opportunities across your Hybrid IT estate.
- Breakout Session
- IT Financial Management
- Intermediate
- Apptio
- IT Finance or TBM Office
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Explore the latest ApptioOne platform innovations designed to boost performance and streamline your workflow. In this session, we’ll cover: User Preference service: Enable end users to save and view reports the way they like. Collaboration: Enhance team collaboration with email-based subscriptions. Published Tables: Simplify collaboration with trusted, shared data across…
- Breakout Session
- IT Financial Management
- Intermediate
- Apptio
- IT Finance or TBM Office
Kevin Lamb
IBM
IBM
In the age of AI where applications have become increasingly complex, IT operations and engineering teams can no longer rely on reactive methods of managing business critical applications. Success requires real-time automation and performance analytics that proactively optimizes application resourcing, ensuring performance and eliminating the need to over-provision resources. Join…
- Breakout Session
- Operations and Automation
- Intermediate
- IT Finance or TBM Office
Sean Halligan
Director of FinOps
Maryville Consulting Group
Director of FinOps
Maryville Consulting Group
Dive into the complexities of managing both cloud and on-premises environments and discover how to build a robust cost model for driving optimization and parity. This session explores the intricacies of balancing cost, performance, and scalability across hybrid infrastructure setups. Attendees will learn practical strategies for leveraging Apptio and other…
- Breakout Session
- Cloud FinOps
- Intermediate
- Customer, Partner
- IT Finance or TBM Office
Kyra Stewart
Program Manager, Govwide IT Vendor Management Office
GSA
Program Manager, Govwide IT Vendor Management Office
GSA
Melvin Brown
Deputy CIO
OPM
Deputy CIO
OPM
Bill Kasenchar
Advisory Services, Data Scientist
REI Systems
Advisory Services, Data Scientist
REI Systems
Kevin Harris
FinOps SME
DoD
FinOps SME
DoD
In today’s era of cloud-first initiatives, government agencies face the dual challenges of optimizing cloud spending and ensuring adherence to complex contracting requirements. This panel will provide practical guidance on how to integrate FinOps principles into government cloud contracting strategies, fostering both cost efficiency and regulatory compliance.
- Breakout Session
- Cloud FinOps
- Intermediate
- Customer
- IT Finance or TBM Office
Scott Russo
Senior VP, Technology and Data Solutions FP&A
FactSet
Senior VP, Technology and Data Solutions FP&A
FactSet
Sanjeev Acharya
VP, Portfolio and Program Management Technology
FactSet
VP, Portfolio and Program Management Technology
FactSet
Hitesh Chitalia
VP, Cloud Optimization
FactSet
VP, Cloud Optimization
FactSet
FactSet owns all three of Apptio’s go-to-market products: IBM Apptio, Cloudability and Targetprocess. They will discuss their approach to implementation, adoption, and value for each of the key personas across Cloud FinOps, Agile and Portfolio Management, and Tech Finance Management. FactSet’s FinOps teams are using Cloudability to drive insights and…
- Breakout Session
- Data Management
- Intro
- Customer
- IT Finance or TBM Office
Pat Roan
Technology Manager
State Farm
Technology Manager
State Farm
Hear about the journey at State Farm to build Business Department engagement and partnership in managing IT expense through use of the Bill of IT. Topics covered will include: Bill of IT Maturity Bill of IT Target Setting Bill of IT Supplemental Reporting Creation of Joint Expense Goals Obtaining Key…
- Breakout Session
- IT Financial Management
- Intermediate
- Customer
- IT Finance or TBM Office
Jon Sober
Author, Practical Technology Business Management
Rrebos Ltd
Author, Practical Technology Business Management
Rrebos Ltd
It is possible to create an Index (a single number) to show the increasing efficiency of technology spend over time, starting with a Cost Model that delivers the Unit Cost of technology products & services. This session will cover one way to achieve this, looking at the inputs needed and…
- Breakout Session
- IT Financial Management
- Advanced
- IT Finance or TBM Office
Ted Plowman
Rego Consulting
Rego Consulting
Megan Spychalski
Chicago Trading
Chicago Trading
This session explores Chicago Trading’s creation of a Technology Business Management (TBM) journey map. You’ll learn how Chicago Trading leveraged TBM to optimize their technology investments and align them with their business goals. The session will explore the specific steps and the benefits they achieved.
- Breakout Session
- IT Financial Management
- Advanced
- Customer, Partner
- IT Finance or TBM Office
Josh Fraser
SVP, Customer Success, Pre-Sales and Support
Flexera
SVP, Customer Success, Pre-Sales and Support
Flexera
Kimberly Floss
Senior Director IT Global Cloud Platform Enablement
PepsiCo
Senior Director IT Global Cloud Platform Enablement
PepsiCo
Building on our long-term success with TBM where we optimized millions in savings and transformation, CCF has extended the TBM capability to the enterprise space or Enterprise Business Management (EBM). CCF will use TBM processes and tools and apply those across our Finance Shared Services division. Over the last year,…
- Breakout Session
- IT Financial Management
- Intermediate
- Partner
- IT Finance or TBM Office
Dickson Kasamale
Second VP, IT Finance & Analytics
The Standard
Second VP, IT Finance & Analytics
The Standard
In the quest for operational excellence, the strategic execution of a Technology Business Management (TBM) data strategy stands as a cornerstone in achieving data-driven performance management and efficiency. This session will uncover the benefits of harmonizing data models across IT ways of working, asset management, and financial systems. This integration…
- Breakout Session
- Data Management
- Intermediate
- Customer
- IT Finance or TBM Office
Lauren Bateman
TBM Finance Lead
FedEx
TBM Finance Lead
FedEx
In today’s dynamic business landscape, transparency and accountability in financial management are paramount for organizational success. This session will delve into practical strategies for promoting transparency and accountability in financial practices within Technology Business Management (TBM) frameworks. Participants will explore methods for enhancing cost visibility across the organization, empowering stakeholders…
- Breakout Session
- IT Financial Management
- Intermediate
- Customer
- IT Finance or TBM Office
Keith Barthelmeus
Global VP & CFO, Product and Technology
Brink's Inc.
Global VP & CFO, Product and Technology
Brink's Inc.
David Petko
Senior Vice President, Value Realization
US Bank
Senior Vice President, Value Realization
US Bank
Presented by TBM Council’s CFO of IT Strategy Community This session explores the creation of the CFO of IT role and its strategic placement within an organization to optimize IT investments and align them with overall business goals. Attendees will learn how to determine the specific problems this role aims…
- Strategy Community
- IT Financial Management
- Intermediate
- TBM Council
- IT Finance or TBM Office
Andy Oakley
TBM Finance Manager
Legal & General
TBM Finance Manager
Legal & General
This session covers how to change the conversation and drive executive and finance engagement with TBM principles including standardization, flexibility, and efficiency.
- Breakout Session
- IT Financial Management
- Intro
- Customer
- IT Finance or TBM Office
Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Are you new to your Apptio journey and looking for a simpler way to manage IT financials? Join us for this introductory session designed specifically for customers who are just beginning to explore IT cost transparency and billing. We’ll walk through how Apptio’s Costing Essentials and Billing Essentials solutions help…
- Breakout Session
- IT Financial Management
- Intermediate
- Apptio
- IT Finance or TBM Office
Kelly Glavin
VP Public Sector
Maryville Consulting Group
VP Public Sector
Maryville Consulting Group
Tracey Del Rosario
Chief, Contracts & Financial Management Branch
US Strategic Command
Chief, Contracts & Financial Management Branch
US Strategic Command
Chris Gain
Branch Chief - Capital Planning and Investment Control (CPIC)
FEMA
Branch Chief - Capital Planning and Investment Control (CPIC)
FEMA
Discover how federal agencies are leveraging TBM and IT Financial Management tools for day-to-day operations to drive tangible value and efficiency gains. This session offers insights into the diverse range of reports and dashboards utilized by federal organizations to facilitate data-driven conversations, streamline operational processes, and make informed decisions. Attendees…
- Breakout Session
- Operations and Automation
- Intro
- Customer, Partner
- IT Finance or TBM Office
Nate Batchelder
Director, Technology Business Management
Liberty Mutual
Director, Technology Business Management
Liberty Mutual
Presented by TBM Council’s Insurance Strategy Community Come listen and engage with the Insurance Strategy Community as they discuss how TBM best practices are enabling insurers to make informed decisions and optimize financial outcomes in an industry that is currently experiencing a historic amount of change. These changes include insurers…
- Strategy Community
- IT Financial Management
- Intermediate
- TBM Council
- IT Finance or TBM Office
Amy Byalick
VP, IT Finance
Johnson Controls Inc
VP, IT Finance
Johnson Controls Inc
Presented by TBM Council’s TBM Adoption Strategy Community Keeping energy around your Technology Business Management practice is key for success; short-term & long-term. Come listen to TBM practitioners on best practices that you can bring back to your organization to generate energy & rigor on how to use the various…
- Strategy Community
- IT Financial Management
- Advanced
- TBM Council
- IT Finance or TBM Office
Ngoc Le
Principal Product Manager
Apptio, an IBM Company
Principal Product Manager
Apptio, an IBM Company
In today’s dynamic business landscape, organizations face the challenge of managing technology investments distributed across functions, budgets, and geographies. Continuous alignment between technology, finance, and business teams is essential to optimize resource allocation and drive business success. IBM Apptio and Planning Analytics offer an integrated financial management solution to address…
- Breakout Session
- IT Financial Management
- Intermediate, Intro
- Apptio
- IT Finance or TBM Office
Ankur Sharma
IT Finance Director
Freddie Mac
IT Finance Director
Freddie Mac
Kyle Dammann
TBM Technical Advisor
Apptio, an IBM Company
TBM Technical Advisor
Apptio, an IBM Company
Presented by TBM Council’s TBM-Cloud Strategy Community Join the TBM-Cloud Strategy Community as they unveil their new eBook, showcasing best practices for Intelligent Cloud Adoption. This eBook offers business leaders, technology experts, and finance professionals valuable insights and guidance for making informed cloud decisions. Each chapter provides a practical approach,…
- Strategy Community
- Cloud FinOps
- Intermediate
- TBM Council
- Cloud Center of Excellence, Executive/Leadership, IT Finance or TBM Office
Yuliya Oberman
Director of Finance
McGraw Hill Education
Director of Finance
McGraw Hill Education
Anuj Nath
Vice President, GTM - ApptioOne and Platform
Apptio
Vice President, GTM - ApptioOne and Platform
Apptio
In the dynamic world of finance, capitalization plays a critical role in determining the sustainability and growth potential of businesses. This session will delve into the fundamentals of capitalization, exploring the different types—equity, debt, and retained earnings—and their strategic implications. Attendees will gain insights into how effective capitalization strategies can…
- Breakout Session
- Agile & Portfolio Management
- Advanced
- Apptio
- IT Finance or TBM Office