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 DeLaubellDirector, 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
As AI investments rapidly scale from pilot projects to enterprise-wide adoption, many organizations are left wondering: What’s the true cost of AI—and is it delivering value? In this session, we’ll explore how IBM Apptio Costing helps uncover the full financial picture of your AI investments, from infrastructure and token-based billing…
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office
Ben FosterPrincipal Business Systems Analyst (IT Business Manager)
Red Hat
Andrew SchneiderRed Hat
Madeline LeetzPrincipal 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 VangrunderbeekPrincipal 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
As organizations shift toward hybrid and cloud-native environments, traditional IT planning is no longer enough. To drive agility, accountability, and financial control across the technology landscape, IT leaders need a unified approach that brings together enterprise-wide budgeting and cloud-specific forecasting. In this session, we’ll showcase how IBM Apptio Planning and…
- Cloud Center of Excellence, IT Admin or Manager, IT Finance or TBM Office
In today’s dynamic digital landscape, Hybrid IT is no longer an aspiration—it’s the operational norm. As applications shift between on-premises, private cloud, and public cloud environments, understanding the true financial impact of those migrations is critical to making smart, data-driven decisions. This session will explore how IBM Apptio Costing helps…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office
Joel SoutenareSolutions 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 RosePrincipal 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
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…
- IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
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…
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
Konstantin PopovVP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
Mahesh KeswaniEA Practice Lead
Cprime
AI, cloud computing, and digital-first customer demands are pushing enterprises to evolve, but outdated systems, homegrown solutions, and manual processes create friction between innovative teams and traditional functions like finance, hindering value delivery; to succeed, leaders must align technology, resources, and investments with their overall strategy. The three-legged stool of…
- Breakout Session
- IT Financial Management
- Advanced, Intermediate
- Customer
- IT Finance or TBM Office
Craig LeeSenior Business Manager, Business Operations
Stanford Health Care
Michelle FannerExecutive 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
Join us to explore how Apptio, an IBM company, is using AI to transform practices across the entire user journey, from day-to-day interactions to complex administrative workflows. In this session, we’ll showcase how Apptio is leveraging AI to deliver value to both end users and administrators. For End Users: AI-Powered…
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office
David RoushManager, Global TBM
QBE Insurance
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
Mainframes remain mission-critical for many enterprises, yet their cost structures are often opaque, complex, and difficult to manage. In this session, we’ll explore how IBM Apptio’s Mainframe Total Cost of Ownership (TCO) solution brings clarity, control, and strategic insight to one of IT’s most significant cost centers. Designed for IT…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
Konstantin PopovVP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
Dickerson MilesHead of Economic Architecture
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 GreerManaging Director, TBM Services
Rego Consulting
Josh RobertoPrinciple 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
Join leading members of the CFO of IT Community to discover how to enhance collaboration and build trust between your financial and technology stakeholders. This session will explore how Technology Business Management (TBM) strategically elevates core IT Financial Management (ITFM) capabilities—such as planning, budgeting, and forecasting—transforming them into a connected…
- Executive/Leadership, IT Finance or TBM Office
All other sessions for your role:
Search
Session Type
Tracks
Technical Level
Presented By
Rob DeLeoSenior Consultant
Rego Consulting
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
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….
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
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…
- Executive/Leadership, IT Finance or TBM Office, PMO or Product Leader
Dieter VangrunderbeekPrincipal 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
Transform how your organization evaluates and manages technology vendors, turning slow, fragmented processes into a unified system of decision intelligence and automated action. Join Archways AI to explore how GenAI is reshaping vendor evaluation, selection, and value creation across the TBM landscape of cloud, software, SaaS, SPM and other domains….
- Cloud Center of Excellence, Executive/Leadership, IT Finance or TBM Office
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…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
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…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
Sabeeha KuttySenior Technical Instructor
Apptio, an IBM Company
Justin KeanPrincipal Instructor
Apptio, an IBM Company
Join us for a hands-on training of key Apptio Planning features with a focus on daily cost center owner actions. Learn how to enter financial details, manage the expense view, enter line item data, modify tables, submit a plan, and more. We look forward to hosting you down street at…
- Hands-On Lab
- Agile & Portfolio Management
- Intro
- Apptio
- IT Finance or TBM Office
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…
- Executive/Leadership, IT Finance or TBM Office
Sean HalliganDirector of FinOps
Maryville Consulting Group
Mark AndersenSVP Cloud Platform Services
GM Financial
Vik SalujaDirector, TBM Cloud Economics
Mastercard
Mike JacoVP Technology Product Optimization
Mastercard
Jarrett RobinsonGM Financial
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
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…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
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…
- Executive/Leadership, IT Finance or TBM Office, PMO or Product Leader
Kyra StewartProgram Manager, Govwide IT Vendor Management Office
GSA
Melvin BrownDeputy CIO
OPM
Bill KasencharPrincipal, Cost Transparency - TBM and FinOps
GSA/REI Systems
Kevin HarrisFinOps SME, US Army Contractor
Accenture Federal Services
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 RussoSenior VP, Technology and Data Solutions FP&A
FactSet
Sanjeev AcharyaVP, Portfolio and Program Management Technology
FactSet
Hitesh ChitaliaVP, 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 IT Finance Management. FactSet’s FinOps team is using Cloudability to drive insights and…
- Breakout Session
- Data Management
- Intro
- Customer
- IT Finance or TBM Office
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…
- Cloud Center of Excellence, Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
Lauren SeidnerState 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
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,…
- Executive/Leadership, IT Finance or TBM Office
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”…
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
Jon SoberAuthor, 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 PlowmanRego Consulting
Megan SpychalskiChicago 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
Dickerson MilesHead of Economic Architecture
BNY Mellon
Follow the journey of BNY Mellon on how EBM has helped them transform their organization in different ways. They will talk about some of the following topics: What was the problem they were trying to solve and why EBM? How did they approach EBM? What are some of their use…
- Breakout Session
- IT Financial Management
- Intro
- IT Finance or TBM Office
Josh FraserSVP, Customer Success, Pre-Sales and Support
Flexera
Kimberly FlossSenior Director IT Global Cloud Platform Enablement
PepsiCo
Comprehensive planning is a must for TBM leaders to translate technology investments into business value. However, what happens in practice often doesn’t align what was planned. In this session you’ll learn how to complement insights from financial systems of record with the resulting costs from the actual consumption of your…
- Breakout Session
- IT Financial Management
- Intermediate
- Partner
- IT Finance or TBM Office
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…
- Executive/Leadership, IT Admin or Manager, IT Finance or TBM Office, PMO or Product Leader
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