financial management for it services brochure
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Financial Management For It Services BrochureTRANSCRIPT
Benchmark your strategies against experienced professionals including:
Key Take Away’s Include:• Cost containment processes – Evaluate quality of service and total spend on internal costs
• Activity based models for IT management – Multidimensional tools for your IT infrastructure
• IT chargebacks – Forecast unit & monthly billing based on consumption
• IT asset & procurement strategies – Best practices to optimize spending decisions
• Virtualization models – Evaluate the viability and longevity of such models
• Emerging trends in IT financial management – Look at operational changes and how you will be impacted
Andrew Muras, Senior Manager BAE Systems
Howard Cohen IT Finance Manager New York Life
Lance Freedman, IT Strategy & Transformation, Strategy Lead, Lockheed Martin Enterprise Operations
William Paraska Director of Business Support Services (IS&T)Georgia State University
Eric Miller CIO ERIE INSURANCE GROUP
Patti Layne Director, Project Support and Coordination Services MD Anderson Cancer CenterMindy Wertheimer Supervisor, IS Fiscal OperationsMD Anderson Cancer Center
Linda McCray Director Information Technology FinanceADVENTIST HEALTH
Laura McCanlies IT Business Solutions ManagerTOKYO ELECTRON
Charlie Tuma Finance Manager CIGNA
w w w . f i n a n c i a l m g m t i t . c o m
January 31 – February 1, 2012 Orlando, Florida
Cost Containment Methods, IT Chargeback Models and IT Procurement & Asset Management Strategies
BOOK NOW | www.financialmgmtit.com | [email protected] | 1-800-882-8684
Case Studies, Master-Classes, Interactive Panel Discussions
Addressing YOUR Biggest Challenges;
BOOK NOW!!!
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For your benefit workshops and case studies have been incorporated as
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Visit www.financialmgmit.com for the latest resources including past attendee list, whitepapers, speaker interviews, and presentations. All content is free, available 24/7 and new content is added regularly. If
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Sponsorship and Exhibition OpportunitiesEvent sponsorship is an excellent opportunity for your company to showcase its products and services to senior level, targeted decision makers attending the Financial Management for IT Services Conference. IQPC and Finance IQ help companies like yours achieve important sales, marketing and branding objectives by setting aside a limited number of event sponsorships – all of which are tailored to assist your organization in creating a platform to maximize its exposure at the event. For more information on sponsoring or exhibiting at this or upcoming events, please contact Kimberly Sun at (212) 885 2662 or [email protected].
www.financialmgmtit.com | [email protected] | 1-800-882-86842
Dear Colleague, With IT services being such a major component of business expenses, it is imperative to find the true value of IT costs to increase operational efficiency and improve your company’s revenue. IQPC’s Financial Management for IT Services conference was developed to help you solve your biggest challenges while also building your knowledge of where the industry is heading. Key areas of discussion will be on understanding the limitations of IT resources, enhancing technology integration, building greater accountability for results.
This January is your best chance to access the vital information you are seeking from industry leaders who have already implemented important changes and have seen the benefits. We will investigate techniques for cost allocation strategies, develop effective chargeback models and analyze how procurement and asset management strategies can allow IT to run like a business.
Few can argue that the demand for IT services increases exponentially yet we know you are being forced to do more with less. Therefore, it is imperative that you join us and other senior IT Finance experts and take advantage of the networking and benchmarking opportunities presented.
I look forward to meeting you in January.
Emil ShteinbergProgram Director IQPC
Bring a team of colleagues and save $$$
(see page 6).
P.S.
Bring business cards because you’ll be networking with Vice Presidents, Directors, Managers, Analysts and Controllers responsible for:
• ITFinanceand Accounting
• ITSupportServices
• ITBusinessServices
• ITAssetManagement
• ITproject Management
• BudgetandExpense Management
• Applicationsand Support
• ContractsandVendor Management
• OperationalServices
About the Organizer
Finance IQ, a division of IQPC, provides news and strategic events across Europe, Asia, the US and the Middle East every year, educating almost 5,000 high-level executives annually. Our comprehensive face-to-face and online events provide an unbiased, specialist forum where you can discuss the issues most important to you. www.finance-iq.com
3www.financialmgmtit.com | [email protected] | 1-800-882-8684
MAIN CONFERENCE DAY 1Tuesday, January 31, 20128:15 REGISTRATION AND COFFEE
9:00 CHAIRPERSON’S WELCOME AND OPENING REMARKS
ENSURING IT COSTS ARE TRANSPARENT TO SHOW THE VALUE BEING DELIVERED BY IT SERVICES
9:15 CASE STUDY: CIO PERSPECTIVE IN USING INVESTMENT BASED BUDGETING VS. CHARGEBACKS •Examining the overall structure of budget vs. actual costs •Understanding the process of how you define products and services for each approach •Defining the challenges and benefits as it applies to the cost model Eric Miller CIO ERIE INSURANCE GROUP
10:00 UNCOVERING THE NEWEST DEVELOPMENTS IN IT FINANCE •Outlining the impact of componentization, application, and the expansion of mobile devices •Looking at virtualization licenses, maintenance, and support associated with SAM •Developing new strategies to provide accurate and cost effective stewardship of IT assets and resources •Analyzing the projections to see what is in store for IT Financial Management in the upcoming years Howard Cohen IT Finance Manger NEW YORK LIFE
10:45 MORNING NETWORKING AND REFRESHMENT BREAK
11:30 PANEL DISCUSSION: UNDERSTANDING THE CULTURAL DYNAMIC BETWEEN FINANCE AND IT DEPARTMENTS •Providing the correct guidelines to help IT messages be carried out to Financial Managers •Explaining how to overcome cultural changes within an organization • Incorporating IT-Finance Specific reference materials that will add value to the company’s objectives Laura McCanlies IT Business Solutions Manager TOKYO ELECTRON Charlie Tuma Finance Manager CIGNA
12:15 NETWORKING LUNCHEON
1:30 MASTERCLASS: IMPLEMENTING A COST ALLOCATION AND CHARGEBACK STRATEGY Learn best practice techniques that will allow you to link services, costs, value analysis, process improvements and metrics in an integrated approach that can be completed within a few weeks. What you will learn: •A hands-on approach featuring case study exercises and free software tools for practical experience •To use the foundations of excellence and fast track integrated frameworks – ‘back to basics’ techniques and templates for generating quick results. •Lessons learned for implementation and improving ongoing relationships with management, clients and customers How will you benefit: •Capitalize on a cost allocation and chargeback strategy to ensure data is accurate •Learn necessary steps for cost allocation and chargeback implementation •Understand cost allocation and chargeback principles for continuous improvement Andrew Muras Senior Manager BAE SYSTEMS
3:30 AFTERNOON NETWORKING AND REFRESHMENT BREAK
4:15 THE FINANCIAL AND BUSINESS GOVERNANCE OF IT INITIATIVES
Financial management frequently fails to avert variance surprises in new, emerging, and shorter-term IT investments. Business needs of these types of IT usually firm up only after budget is allocated and work has begun. This session covers proven methods for keeping allocations synchronized with business needs and ensuring business value results.
•Develop business IT initiative alignment metrics that link overhead, capital, and resource allocations with IT projects tied to discrete business priorities •Receive communication tools to power decisive actions among business, finance, and technology leaders focused on the delivered business value of IT initiatives •Learn a unique process for converging on the right crucial actions to satisfy evolving business needs through agile IT initiative budgeting and execution Lance Freedman IT Strategy & Transformation, Strategy Lead LOCKHEED MARTIN ENTERPRISE OPERATIONS
5:00 END OF MAIN CONFERENCE DAY 1
www.financialmgmtit.com | [email protected] | 1-800-882-86844
MAIN CONFERENCE DAY 2Wednesday, February 1, 20128:15 REGISTRATION AND COFFEE
9:00 CHAIRPERSON’S WELCOME AND OPENING REMARKS
UNDERSTANDING VARIOUS CHARGEBACK MODELS AND IMPLEMENTING THEM INTO YOUR BUSINESS
9:15 MASTERCLASS: MASTERING FINANCIAL MANAGEMENT OF IT: TRANSFORMATIVE BUSINESS VALUE RESULTS
Misaligned investments and disconnected results form the number one threat to businesses. Coupling strategic imperatives and business value success criteria elevates IT financial management and achieves breakthrough decision-making capabilities. This presentation will overview the award-winning innovations Lockheed Martin is applying to shape the future of IT financial management for direct business value.
•Connect business success criteria, IT performance, and IT allocations for decision- making •Allocate IT resources to propel change for business results • Increase transparency in financial management of IT Lance Freedman IT Strategy & Transformation, Strategy Lead LOCKHEED MARTIN ENTERPRISE OPERATIONS
10:45 MORNING NETWORKING AND REFRESHMENT BREAK
11:30 BEST PRACTICE STRATEGIES IN THE COST CONTAINMENT PROCESS • Improving communication between IT departments to maximize cost reduction •Demonstrating accurate cost visibility in IT to drive better alignment • Identifying business applications that are overrunning budget Linda McCray Director Information Technology Finance ADVENTIST HEALTH
12:15 NETWORKING LUNCHEON
1:30 MOVING TOWARDS AN ITIL FINANCIAL MANAGEMENT FRAMEWORK •The Budget Planning Methodology •Retraining the IT Staff •Refining the catalog and forecast of sales • Initial experience with record and reporting actuals William Paraska Director of Business Support Services (IS&T) GEORGIA STATE UNIVERSITY
2:15 AFTERNOON NETWORKING AND REFRESHMENT BREAK
3:00 IMPLEMENTING A COST ALLOCATION AND CHARGEBACK STRATEGY
•Encouraging IT organizations to increase visibility through service catalogs and costing chargebacks •Linking services, costs, value analysis, process improvements and metrics •Outlining lessons learned for implementation and improving ongoing relationships with management, clients and customers
Andrew Muras Senior Manager BAE SYSTEMS
3:45 ANALYZING FINANCIAL GOVERNANCE FOR THE IT INVESTMENT LIFE CYCLE
•Scrutinizing data analysis regarding investments made to expedite IT process, pinpointing any deviations or changes in forecasts •Supporting companies in gathering, tracking, and managing requirements for performance testing efforts •Delivering Real Time Enterprise Reporting to uncover the fallacies when it comes to examining your IT Investment
Patti LayneDirector, Project Support and Coordination Services
MD Anderson Cancer Center
Mindy Wertheimer Supervisor, IS Fiscal Operations
MD Anderson Cancer Center
4.30 END OF CONFERENCE
“It is important to attend the conference to appreciate the future direction of IT Finance. Nowadays the business environment requires the most up-to-date technology while keeping the IT costs low. How can you define your business strategies in such a dynamic and interesting time and what is your value proposition for the future!”
– Jason Livingstone, Thomas Business Manager Operations & Technology, CITI GROUP
5www.financialmgmtit.com | [email protected] | 1-800-882-8684
Media Partners:
A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.
Location & Lodging Information The event will be held in Orlando, Florida. As soon as a specific venue is confirmed we will post the information online. If you would like to be notified via email as soon as the information becomes available please email [email protected] with the following in the subject line: Financial Mgmt for IT Venue Request
MAKE CHECKS PAYABLE TO: IQPC A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of registration.
* CT residents or people employed in the state of CT must add 6% sales tax.
Details for making payment via EFT or wire transfer: JPMorgan Chase Penton Learning Systems LLC dba IQPC: 957-097239 ABA/Routing #: 021000021 Reference: Please include the name of the attendee(s) and the event number: 20885.001
Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshments. Your registration will not be confirmed until payment is received and may be subject to cancellation. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation
Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to discuss your specific needs.
Location and Lodging Information: As soon as a specific venue is confirmed we will post the information online. If you would like to be notified via email as soon as the information becomes available please email [email protected] with the following in the subject line: 13th Contract Manufacturing for Pharmaceuticals and Biotech Venue Information.
©2011 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.
Team Discounts+
Number of Attendees: 3 to 4
5 or more
Savings of:10%15%
+ Discounts apply to registrations submitted together, at the same time. Cannot be combined with any other discount.
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