Session Catalog

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Session Type

Session Type
  • Breakout Session (61)
  • Strategy Community (9)

Tracks

Tracks
  • Agile & Portfolio Management (15)
  • Cloud FinOps (17)
  • Data Management (6)
  • Innovation (3)
  • IT Financial Management (32)
  • Operations and Automation (8)

Technical Level

Technical Level
  • Intro (15)
  • Intermediate (46)
  • Advanced (14)

Presented By

Presented By
  • Analyst (1)
  • Apptio (23)
  • Customer (34)
  • Partner (13)
  • TBM Council (9)

Role

Role
  • Cloud Center of Excellence (13)
  • Executive/Leadership (6)
  • IT Admin or Manager (2)
  • IT Finance or TBM Office (38)
  • PMO or Product Leader (14)

*GASP* You Don’t Need Time Reporting in Your TBM Allocation Model *GASP*

Carollyn Gehrke
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…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

0 to 60 Implementing Apptio ITP and supporting the centralization and chargeback of associate services in a year

Rob DeLeo
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

2024 State of TBM & TBM Modernization Strategy

Justin Mann
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…

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  • Strategy Community
  • Data Management, IT Financial Management, Operations and Automation
  • Intro
  • TBM Council
  • IT Finance or TBM Office

Accelerating Business Transformation with a Hybrid FinOps Approach

Mark Steckel
Cloud Strategy Specialist Leader
Deloitte Consulting LLP
As organizations increasingly adopt hybrid, multi-cloud architectures, leaders should take a holistic approach towards managing end-to-end hybrid cloud environments. Organizations should assess technology investments and decisions in a holistic manner by investing in comprehensive single-pane-of-glass views that provide insights from multiple dimensions (technology costs, labor spend, business value, etc) and…

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

Actionable Insights: The Power of IBM Apptio Costing + Turbonomic

Dieter Vangrunderbeek
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

Agile Capitalization

Rob DeLaubell
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…

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  • Breakout Session
  • Agile & Portfolio Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

Agile on Azure: Bring Targetprocess Portfolio Management into Your Cloud

Rodan Zadeh
Director of Product, Targetprocess
Apptio, an IBM Company
Dive into the implications of IBM Targetprocess’ arrival on Azure Marketplace. This session will discuss the tangible benefits of unifying Targetprocess, GitHub, and Azure DevOps in one cloud environment. We will cover: Practical advantages of the IBM-Microsoft collaboration, streamlining Strategic Portfolio Management (SPM) Reducing the cost of complexity Real-world applications…

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

An Insider’s Guide to TBM

Ben Foster
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Katy Carricato
Senior Manager, TBMO
Red Hat
Madeline Leetz
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….

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  • Breakout Session
  • IT Financial Management
  • Intro
  • Customer
  • IT Finance or TBM Office

An Introduction to Commitments-Based Discounts

James Smith
Product Manager
Apptio, an IBM Company
In this session, we will introduce the fundamental concepts of commitment-based discounts in cloud cost management. Participants will learn about the different commitment types across the three major vendors including Reserved Instances, Savings Plans, Prepurchase Plans, and CUDs. Attendees will gain a clear understanding of how to leverage commitment-based discounts…

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  • Breakout Session
  • Cloud FinOps
  • Intro
  • Apptio
  • Cloud Center of Excellence

Apptio + ServiceNow: Connect to Create

Dieter Vangrunderbeek
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

Automated Release Management: Unleashing the Flexibility of IBM Targetprocess

Katarzyna Jurczak
Product Manager
Apptio, an IBM Company
This session explores how IBM Targetprocess can transform your release management. 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 release cycles.
  • Breakout Session
  • Agile & Portfolio Management
  • Intro
  • Apptio
  • PMO or Product Leader

Balancing Cloud and On-Premises Environments: A Model for Optimization and Parity

Sean Halligan
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…

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  • Breakout Session
  • Cloud FinOps
  • Intermediate
  • Customer, Partner
  • IT Finance or TBM Office

Bringing FinOps, Agile and Tech Finance Together with TBM

Scott Russo
Senior VP, Technology and Data Solutions FP&A
FactSet
Sanjeev Acharya
VP, Portfolio and Program Management Technology
FactSet
Hitesh Chitalia
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…

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  • Breakout Session
  • Data Management
  • Intro
  • Customer
  • IT Finance or TBM Office

Building a FinOps Solution for All

Casey Doran
VP, Product Management
Apptio, an IBM Company
With the FinOps landscape constantly changing, new tools are entering the market every day, often purpose-built to solve niche problems. IBM Cloudability now brings together best-in-breed technology from IBM Cloudability and Turbonomic into an integrated market-leading solution that enables deeper insights, greater efficiency and enhanced value for every dollar spent….

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  • Breakout Session
  • Innovation
  • Intermediate
  • Apptio
  • Cloud Center of Excellence

Business Department Engagement through the Bill of IT

Pat Roan
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…

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  • Breakout Session
  • IT Financial Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

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

Kaarina Bourquin
Senior Director, Strategy & Portfolio
The Standard
Maxim Danilevsky
Digital Transformation Consultant
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

Creating a Technology Cost Index with TBM

Jon Sober
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…

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  • Breakout Session
  • IT Financial Management
  • Advanced
  • IT Finance or TBM Office

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

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

Carollyn Gehrke
Digital Product Manager
John Deere & Company
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

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

Brian McCarty
Principal Architect, USAA Chief Technology Office
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 Business Value with IBM Apptio Costing Essentials

Joel Soutenare
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…

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  • Breakout Session
  • IT Financial Management
  • Intermediate, Intro
  • Apptio
  • IT Finance or TBM Office

Driving Efficiency and Performance: The Strategic Integration of TBM Data

Dickson Kasamale
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…

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  • Breakout Session
  • Data Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

Enhancing Cost Visibility and Accountability Across the Organization

Lauren Bateman
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…

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  • Breakout Session
  • IT Financial Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

Enhancing Product Profitability Reporting with Allocation Models

Quinn Abraham
Director TBM
Maryville Consulting Group
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

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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