Agenda for PMO or Product Leader

This curated agenda is customized for you. From release management to Agile-aligned financials, discover best practices from your Enterprise Agile peers. And this is just the beginning! More sessions will be added soon.

A curated collection of the best content for your role:

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

Lindy Quick
Agile Transformation Architect
CNO
Laura O'Brien
Senior Director, Agile Practice
CNO
Oona Ziegler
Director, Global Partnerships
Cprime
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

Architecting Automation: Real-Time CapEx Orchestration at Southwest Airlines

Murat Oran
Managing Director - FP&A
Southwest Airlines
Mohammad Attieh
Senior Digital Transformation Consultant & Platform Solution Architect
Cprime
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

Automated Product Launch Management: Unleashing the Flexibility of IBM Targetprocess

Katarzyna Jurczak
Product Manager
Apptio, an IBM Company
This session explores how IBM Targetprocess can transform your Product Launch Management Process. By eliminating spreadsheets, streamlining processes, and reducing costs, Targetprocess minimizes errors and enhances transparency. Learn best practices for implementing and optimizing Targetprocess to improve collaboration, communication, and efficiency in your product launch cycles.
  • Breakout Session
  • Agile & Portfolio Management
  • Intro
  • Apptio
  • PMO or Product Leader

Can We Do It All? Using Targetprocess to Integrate Demand and Capacity Planning

Kaarina Bourquin
Senior Director, Strategy & Portfolio
The Standard
Maxim Danilevsky
Head of SPM, TBM, and FinOps Platform
Cprime
Having a unified view of demand and capacity can transform your ability to make proactive, better informed and timely decisions to manage constraints and maximize the value your IT organization delivers. In this session, we’ll showcase how IBM Targetprocess integrates your demand and capacity data to provide actionable insights and…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer
  • PMO or Product Leader

Capable by Design: How We Align Spend with Strategy

Mahesh Keswani
Enterprise Architecture Practice Lead
Cprime
Konstantin Popov
VP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
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

Down the Strategic Portfolio Management Rabbit Hole!

Jay Hrcsko
Director, Agile Transformation Office
The Standard
Maxim Danilevsky
Head of SPM, TBM, and FinOps Platform
Cprime
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

Drive Strategic Portfolio Management and Product Transformation with Enterprise Architecture and TBM

Brian McCarty
Principal Architect
USAA
This session will focus on the importance of aligning Enterprise Architecture with Technology Business Management to enhance operational efficiency and drive business value. The discussion will emphasize best practices for integrating EA and TBM, with a focus on scalability and adaptability in dynamic market conditions. Furthermore, we will discuss use…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer
  • PMO or Product Leader

Driving Innovation Through Modern Software Development Capitalization

Yuliya Oberman
Senior Strategic Customer Success Advisor
Apptio, an IBM Company
Effectively managing capitalization is critical for organizations seeking to balance financial reporting, regulatory compliance, and operational efficiency. This session will explore how to establish and mature Technology & Operations Financial Management practices that enable accurate capitalization of labor, technology investments, and project costs. Attendees will gain insights into how to…

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  • PMO or Product Leader

New Ways of Working: Driving Enterprise Transformation in the Digital Era

Konstantin Popov
VP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
Dickerson Miles
Head of Transformation
Wells Fargo
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

Optimizing Capacity Management with IBM Apptio and IBM Targetprocess Integration

David Taylor
VP - Product Development and Delivery
Maryville Consulting Group
Carollyn Gehrke
Product Manager, Strategy & Portfolio
The Standard
John Wilson
Senior Vice President of Digital Product Management
TBM Standards Committee
Discover how organizations can leverage Apptio One and Targetprocess together to streamline resource and capacity planning in this session focused on capacity management. Attendees will learn how to integrate data from both platforms to gain comprehensive visibility into resource utilization, demand forecasting, and capacity optimization. From optimizing resource allocation to…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer, Partner
  • PMO or Product Leader

The Struggle is Real: Moving from Project to Product

Carollyn Gehrke
Product Manager, Strategy & Portfolio
The Standard
Join this session to explore how Technology Business Management (TBM) can accelerate your organization’s digital transformation—shifting IT from a cost center to a value-adding business partner through a dynamic, agile digital product investment model. Topics we’ll cover in this session: What is your Big Transformation Hypothesis? Define your Product Structure…

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

The TBM Power Play: From Visibility to Value

Lauren Bateman
Global TBM Finance Lead
FedEx
Innovation doesn’t wait, and neither should your finance function. We’re on a mission to make every dollar you invest in technology visible, traceable, and powerfully aligned with your strategic goals. In this session, we’ll move beyond static budgets to flexible funding frameworks that empower product teams, accelerate delivery, and unleash…

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

Top Trends Shaping the Strategic Portfolio Management Industry Today

Yuliya Oberman
Senior Strategic Customer Success Advisor
Apptio, an IBM Company
Justyna Krol
Director Product Management
Apptio, an IBM Company
Strategic Portfolio Management is an approach that integrates planning, resourcing, and financial alignment. The result? Greater visibility into value realization and a clearer connection between work delivered and business impact. The IBM Targetprocess team actively monitors change drivers in the field of Strategic Portfolio Management. In this session, we’ll share…

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

What is Strategic Portfolio Management (SPM)?

Eric Myers
Strategic Consultant
Rego Consulting
Jeff Barschaw
Director of Agile Practices
Rego Consulting
Strategic Portfolio Management (SPM) is a framework designed to help organizations align their business strategy with work execution. This comprehensive approach enables companies to deliver products and services that generate valuable outcomes, enhance customer satisfaction, and drive bottom-line results. In this informative presentation, we will demonstrate how to utilize the…

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

All other sessions for your role:

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Session Type

Session Type
  • Breakout Session (10)
  • Strategy Community (1)

Tracks

Tracks
  • Agile & Portfolio Management (6)
  • Cloud FinOps (2)
  • Innovation (1)
  • IT Financial Management (2)
  • Operations and Automation (1)

Technical Level

Technical Level
  • Intro (1)
  • Intermediate (8)
  • Advanced (2)

Presented By

Presented By
  • Apptio (2)
  • Customer (7)
  • Partner (4)
  • TBM Council (1)

2025 TBM Standards Update

Stephanie Roe
TBM Strategic Advisor
Rego Consulting
Matt Temple
Senior Product Manager
Apptio, an IBM Company
Mina Han
Principal
REI Systems
Bill Kasenchar
Principal, TBM/FinOps SME
REI Systems
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

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

Mohammad Attieh
Senior Digital Transformation Consultant & Platform Solution Architect
Cprime
Christian Holston
Senior Enterprise Architect
Southwest Airlines
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

Agile on Azure: Bring Targetprocess Portfolio Management into Your Cloud

Rodan Zadeh
Director of Products
Apptio, an IBM Company
Dive into the implications of IBM Targetprocess’s arrival on Azure Marketplace. This session will discuss the tangible benefits of unifying Targetprocess and Azure DevOps (ADO) in one cloud environment. We will cover: Practical advantages of the IBM-Microsoft collaboration, streamlining Strategic Portfolio Management (SPM), and other key capabilities. We will also…

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  • Breakout Session
  • Innovation
  • Intermediate
  • Apptio
  • PMO or Product Leader

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

Martin Kartomo
Co-Founder
NAICE
Washant van Dam
Co-Founder
NAICE
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

Amplifying Enterprise Orchestration with TBM-Enabled Operating Models

Konstantin Popov
VP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
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

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

Jeff Bartelli
Technical Content Manager
TBM Council
Josh Roberto
North America Operations
YaRKEN
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

Aaron Bockelie
AI Solutions Engineer
Cprime
Konstantin Popov
VP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
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

Katelyn Harris
Head of Customer Success, Kubecost
Apptio, an IBM Company
Mike Murphy
Senior Technical Success Manager
Apptio, an IBM Company
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

Closing the Gap: Connecting Team Tools for Strategic Results

Samit Mehta
Sr. Solutions Consultant
321Gang
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

Amy Yarrington
Sr. Solution Engineer
Smartsheet
Govert van Beek
Senior Solutions Consultant
Apptio, an IBM Company
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

Custom Data Configuration: Ingesting Third-Party & Hyperscaler Cost into Cloudability (FOCUS)

Ronen Kat
STSM, Manager, Core Tech for Data
IBM
Shuler Littleton
Delivery Practice Leader
Apptio, an IBM Company
Keenan Dolan
Principal Product Manager
Apptio, an IBM Company
This hands-on session is designed to guide users through the end-to-end configuration and ingestion of custom cost data using Cloudability’s FOCUS integration. As enterprises expand their cloud footprints beyond primary hyperscalers, capturing cost data from third-party platforms, SaaS providers, or non-standard billing systems becomes essential for accurate FinOps reporting. We…

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  • Cloud Center of Excellence, PMO or Product Leader

Digital Product Design and Taxonomy Tips From A Not So Wicked Stepmom

Carollyn Gehrke
Product Manager, Strategy & Portfolio
The Standard
This session is based on the presenter’s work driving the organizational shift from project to product with an intentional product taxonomy. Learn about a foundational element of John Deere’s Agile Transformation, a common product taxonomy. This workshop is for those looking for a simplistic example to make the change to…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intro
  • Customer
  • PMO or Product Leader

Driving Continuous Value with Apptio Customer Success

Joel Schalla
Manager, Customer Success
Apptio, an IBM Company
Rick Toth
Director, Customer Success
Apptio, an IBM Company
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

Kevin Smith
Product Architect / WW Technical Sales Leader - Turbonomic and FinOps
IBM
Jason Shaw
Sr. Product Manager - Turbonomic - Cloud and Containers Team
IBM
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

Enabling Cloud Financial Risk Management Through Policy-Driven FinOps

Victoria Levy
Sr. FinOps Engineer
Alteryx
As cloud adoption accelerates, organizations face mounting pressure to control unpredictable cloud spend and reduce financial risk. This session explores how aligning FinOps practices with the NIST Cybersecurity Framework (CSF) can provide a structured, proven foundation for strengthening governance, defining enforceable policies, and operationalizing financial accountability across teams. By treating…

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

Enhancing Product Profitability Reporting with Allocation Models

Quinn Abraham
Managing Director
Maryville Consulting Group
Scott Zelinsky

Mastercard
Pranay Rekhi

Mastercard
Delve into the realm of product profitability reporting and learn how to build an allocation model to report on total spend, including both direct and indirect costs. This session explores the intricacies of measuring Technology Operating Margin (TOM) and understanding the profitability of products and services. Attendees will gain insights…

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  • Breakout Session
  • Agile & Portfolio Management
  • Advanced
  • Customer, Partner
  • PMO or Product Leader

Explaining Cloud Cost Anomalies

Neha Gupta
Product Manager
Apptio, an IBM Company
Pavankumar Murali
Senior Research Scientist
IBM
Managing anomalies by detecting them proactively and sending alerts is critical for FinOps practitioners to manage unexpected cloud cost events and minimize business impact. To help customers understand the reasons behind anomalous spending events, prioritize them, and decide on mitigation strategies, explanations through root cause analysis and cost attribution need…

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

Extending FinOps Value with FinTechOps: Scalable Efficiency through AI and Automation

Pimmi Malhotra
Head of Cloud Office
IBM
Farrukh Ali
Sr. Customer Solutions Manager - Strategic Accounts
AWS
At IBM, we’ve extended the value of our FinOps practice by integrating it with TechOps, forming FinTechOps—a unified model that enhances outcomes for our teams and clients while aligning with enterprise strategy. This integrated approach enables us to unlock new capabilities through AI and automation, further advancing productivity, efficiency, and…

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

Financial Best Practices for Enterprise Agile

Jeff Barschaw
Director of Agile Practices
Rego Consulting
Hollie Potts
Principal Strategic Advisor-Technology Business Management
Rego Consulting
Anita Selman
Sr. Manager, Technology Business Management
Lowe’s Companies Inc.
This session offers practical solutions to financial challenges faced in enterprise agile environments. Participants will learn best practices for budgeting, forecasting, capitalization, and labor cost allocation, as well as both short-term tactical advice and longer-term strategic insights. The session covers topics such as: participatory budgeting flipping the iron triangle funding…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer, Partner
  • PMO or Product Leader

Financialization of Strategy: SPM at an Inflection Point

Rodan Zadeh
Director of Products
Apptio, an IBM Company
As the SPM track lead, I’ll open with a brief orientation to the conference’s SPM program, mapping the breakout sessions across the three days so you can build a coherent learning path. I’ll highlight where to go for capitalization practices, Targetprocess execution, automation for CapEx orchestration, and spend-to-strategy alignment. Strategic…

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

From Cost to Strategy: Building the Bridge with IBM Apptio Essentials

Matt Temple
Senior Product Manager
Apptio, an IBM Company
Ashish Phule
Sr. Product Manager
Apptio, an IBM Company
Learn how to move from basic transparency to strategic impact using IBM Apptio Costing Essentials, Planning Essentials, and Billing Essentials. This session will show how organizations are replacing spreadsheets and disconnected tools with a unified, automated foundation for IT financial management. You’ll see how IBM Apptio Essentials delivers granular, real-time…

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

From Services to Products: USAA’s TBM-Powered Financial Transformation

Brian McCarty
Principal Architect
USAA
Kiah Kimpo
Director
USAA
Akin Ayemobola
Executive Director SFO
USAA
Join us for a deep dive into USAA’s groundbreaking shift from a traditional service-based financial model to a product-centric approach powered by Technology Business Management (TBM). Discover how USAA rolled out a multi-billion-dollar financial model to 650+ users across finance, product, and executive teams, unlocking powerful insights into product-level total…

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

GreenOps in Action

Ann Marie Chow
VP, Global Customer Operations
Apptio, an IBM Company
As sustainability becomes a strategic imperative, IT leaders are under increasing pressure to measure, manage, and reduce the environmental impact of their technology footprint. In this session, we’ll explore how Apptio’s Technology Emissions Management (TEM) solution empowers organizations to operationalize GreenOps by integrating carbon transparency into everyday IT decision-making. Designed…

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

Harnessing ServiceNow’s CSDM for Speedy, Scalable TBM

John Wilson
Standards Committee Member
TBM Council
Justin Mann
Head of Standards, Research, & Education
TBM Council
Mark Bodman
Sr. Product Manager
ServiceNow
This session explores how aligning the TBM Taxonomy with ServiceNow’s Common Service Data Model (CSDM) enables teams to intelligently model the impact of their tech investments as their business evolves. Discover how early alignment accelerates modeling, enhances data integration, and supports a wider range of TBM use-cases, even as teams…

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  • 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