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.

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A curated collection of the best content for your role:

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

An Insider’s Guide to TBM

Ben Foster
Principal Business Systems Analyst (IT Business Manager)
Red Hat
Andrew Schneider

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

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

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

From Complexity to Clarity: Insights from Kaiser Permanente’s Application Rationalization Journey

Adi Rose
Principal TBM Consultant
Kaiser Permanente
Explore insights from Kaiser Permanente’s application rationalization journey. Uncover how Kaiser Permanente leveraged the TBM Framework to build Application Portfolio Management capabilities that allowed them to translate complex data into actionable insights, optimizing their application landscape, reducing risk and obtaining financial benefits.
  • Breakout Session
  • IT Financial Management
  • Intermediate
  • Customer
  • IT Finance or TBM Office

Future-Proofing the Enterprise Operating Model through Enterprise Architecture Management (EAM)

Konstantin Popov
VP, Enterprise Technology, Strategic Portfolio & Financial Management
Cprime/Vincerion
Mahesh Keswani
EA 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…

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

Harnessing TBM Best Practices for Optimized IT Financial Management at Stanford Health Care

Craig Lee
Senior Business Manager
Stanford Health Care
Michelle Fanner
Executive Director, Business Operations
Stanford Health Care
This session is a detailed case study on Stanford Health Care’s IBM Apptio and TBM journey. Stanford Health Care has used Apptio and TBM best practices to improve IT investment, optimization, and operational decisions. The session will cover how Stanford Health Care has deployed IBM Apptio Costing, Planning, and Cloudability…

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

Leveraging Showback at QBE

David Roush
Manager, Global TBM
QBE
Learn about QBE’s TBM journey and how it has: Leveraged showback for costing applications, business services, and technical services Produced showback bills for business areas Supported an IT modernization program Continued to mature its cost model and expand its use
  • Breakout Session
  • IT Financial Management
  • Advanced
  • Customer
  • IT Finance or TBM Office

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 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

Operationalizing the TBM Office: Creating a Well-Governed Office for Long-Term Success

Doug Greer
Managing Director, TBM Services
Rego Consulting
Josh Roberto
Principle TBM Consultant
Rego Consulting
In this session, we’ll explore how to successfully operationalize your TBM Office by building strong governance structures and sustainable processes. We’ll dive into actionable strategies for addressing key challenges such as adoption, executive sponsorship, training, and education. Learn how to navigate the obstacles TBM offices face and set your organization…

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  • Breakout Session
  • Operations and Automation
  • Intermediate
  • Partner

All other sessions for your role:

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Session Type

Session Type
  • Breakout Session (29)
  • Hands-On Lab (2)
  • Strategy Community (11)

Tracks

Tracks
  • Agile & Portfolio Management (6)
  • Cloud FinOps (6)
  • Data Management (6)
  • Innovation (2)
  • IT Financial Management (26)
  • Operations and Automation (9)

Technical Level

Technical Level
  • Intro (11)
  • Intermediate (27)
  • Advanced (6)

Presented By

Presented By
  • Apptio (9)
  • Customer (14)
  • Partner (9)
  • TBM Council (11)

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

Rob DeLeo
Senior 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

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

Apptio: Planning for Cost Center Owners

Sabeeha Kutty
Senior Technical Instructor
Apptio, an IBM Company
Florence Matthews
Senior Director, Customer Experience
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.
  • Hands-On Lab
  • Agile & Portfolio Management
  • Intro
  • Apptio
  • IT Finance or TBM Office

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

Sean Halligan
Director of FinOps
Maryville Consulting Group
Mark Andersen
SVP Cloud Platform Services
GM Financial
Vik Saluja
Director, TBM Cloud Economics
Mastercard
Mike Jaco
VP Technology Product Optimization
Mastercard
Jarrett Robinson

GM 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…

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

Bridging the Gap: Leveraging FinOps for Effective & Compliant Government Cloud Contracting

Kyra Stewart
Program Manager, Govwide IT Vendor Management Office
GSA
Melvin Brown
Deputy CIO
OPM
Bill Kasenchar
Principal, Cost Transparency - TBM and FinOps
GSA/REI Systems
Kevin Harris
FinOps 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

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 IT Finance Management. FactSet’s FinOps team is using Cloudability to drive insights and…

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

Business Department Engagement through the Bill of IT

Lauren Seidner

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

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 Case Study: Chicago Trading TBM Journey

Ted Plowman

Rego Consulting
Megan Spychalski

Chicago Trading
This session explores Chicago Trading’s creation of a Technology Business Management (TBM) journey map. You’ll learn how Chicago Trading leveraged TBM to optimize their technology investments and align them with their business goals. The session will explore the specific steps and the benefits they achieved.
  • Breakout Session
  • IT Financial Management
  • Advanced
  • Customer, Partner
  • IT Finance or TBM Office

Customer Journey – Going beyond TBM to the Enterprise – Perspectives from BNY Mellon

Dickerson Miles
Head 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…

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

Data Collaboration: Going Beyond Individual Insights for More Accurate TCO

Josh Fraser
SVP, Customer Success, Pre-Sales and Support
Flexera
Kimberly Floss
Senior 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…

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  • Breakout Session
  • IT Financial Management
  • Intermediate
  • Partner
  • 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

Enterprise Business Management (EBM) – Discover a World Beyond Technology

Anuj Nath
Vice President, GTM - ApptioOne and Platform
Apptio, an IBM Company
Stuart Meredith
Director, EBM Sales & Strategy
Apptio, an IBM Company
Many businesses struggle aligning costs and consumption to an industry specific taxonomy due to outdated practices and a lack of data-driven financial insights. In this session, explore how Apptio’s enterprise economic framework that helps organizations to align non-technology (and technology) spend to value outcomes, manage risk, and ensure compliance: Consolidates…

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

Establishing the CFO of IT: Strategic Integration for Maximizing Business Value and Financial Transparency

Keith Barthelmeus
Global VP & CFO, Product and Technology
Brink's Inc.
David Petko
Senior Vice President, Value Realization
US Bank
Presented by TBM Council’s CFO of IT Strategy Community This session explores the creation of the CFO of IT role and its strategic placement within an organization to optimize IT investments and align them with overall business goals. Attendees will learn how to determine the specific problems this role aims…

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  • Strategy Community
  • IT Financial Management
  • Intermediate
  • TBM Council
  • IT Finance or TBM Office

Getting Started with Apptio’s Costing Essentials and Billing Essentials

Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Are you new to your Apptio journey and looking for a simpler way to manage IT financials? Join us for this introductory session designed specifically for customers who are just beginning to explore IT cost transparency and billing. We’ll walk through how Apptio’s Costing Essentials and Billing Essentials solutions help…

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

Harnessing TBM for Enhanced Operational Value in Federal Agencies

Kelly Glavin
VP Public Sector
Maryville Consulting Group
Tracey Del Rosario
Chief, Contracts & Financial Management Branch
US Strategic Command
Discover how federal agencies are leveraging TBM and IT Financial Management tools for day-to-day operations to drive tangible value and efficiency gains. This session offers insights into the diverse range of reports and dashboards utilized by federal organizations to facilitate data-driven conversations, streamline operational processes, and make informed decisions. Attendees…

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  • Breakout Session
  • Operations and Automation
  • Intro
  • Customer, Partner
  • IT Finance or TBM Office

How TBM is Addressing Trends in the Insurance Industry

Nate Batchelder
Director, Technology Business Management
Liberty Mutual
Matthew Erickson
Senior Manager, IT Governance and Controls/TBM
HUB International
Presented by TBM Council’s Insurance Strategy Community Come listen and engage with the Insurance Strategy Community as they discuss how TBM best practices are enabling insurers to make informed decisions and optimize financial outcomes in an industry that is currently experiencing a historic amount of change. These changes include insurers…

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  • Strategy Community
  • IT Financial Management
  • Intermediate
  • TBM Council
  • IT Finance or TBM Office

How to Continually Make TBM Sticky in Your Organization!

Amy Byalick
VP, IT Finance
Johnson Controls Inc
Amy Latronica
Director, TBM
Merck
Jon Sober
Author, Practical Technology Business Management
Rrebos Ltd
Bethany Reyda
Enterprise CS Advisor
Apptio
Presented by TBM Council’s TBM Adoption Strategy Community Keeping energy around your Technology Business Management practice is key for success; short-term & long-term. Come listen to TBM practitioners on best practices that you can bring back to your organization to generate energy & rigor on how to use the various…

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  • Strategy Community
  • IT Financial Management
  • Advanced
  • TBM Council
  • IT Finance or TBM Office

IBM Apptio Platform Innovations – What’s New?

Ed Hayman
TBM Architect & Sr. Director, Product Management
Apptio, an IBM Company
Explore the latest IBM Apptio platform innovations designed to boost performance and streamline your workflow. In this session, we’ll cover: User Preference service: Enable end users to save and view reports the way they like. Collaboration: Enhance team collaboration with email-based subscriptions. Published Tables: Simplify collaboration with trusted, shared data…

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

Integrated Financial Management: How Apptio and Planning Analytics Work Together

Ngoc Le
Principal Product Manager
Apptio, an IBM Company
In today’s dynamic business landscape, organizations face the challenge of managing technology investments distributed across functions, budgets, and geographies. Continuous alignment between technology, finance, and business teams is essential to optimize resource allocation and drive business success. IBM Apptio and Planning Analytics offer an integrated financial management solution to address…

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

Intelligent Cloud Adoption: Optimizing Cloud Decision Making

Ankur Sharma
Director - IT Finance - Platform and Infrastructure, FinOps and TBM
Freddie Mac
Kyle Dammann
TBM Technical Advisor
Apptio, an IBM Company
Presented by TBM Council’s TBM-Cloud Strategy Community Join the TBM-Cloud Strategy Community as they unveil their new eBook, showcasing best practices for Intelligent Cloud Adoption. This eBook offers business leaders, technology experts, and finance professionals valuable insights and guidance for making informed cloud decisions. Each chapter provides a practical approach,…

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  • Strategy Community
  • Cloud FinOps
  • Intermediate
  • TBM Council
  • Cloud Center of Excellence, Executive/Leadership, IT Finance or TBM Office

Mastering Capitalization: Unlocking the Power of Financial Growth

Yuliya Oberman

Apptio, an IBM Company
Anuj Nath
Vice President, GTM - ApptioOne and Platform
Apptio, an IBM Company
In the dynamic world of finance, capitalization plays a critical role in determining the sustainability and growth potential of businesses. This session will delve into the fundamentals of capitalization, exploring the different types—equity, debt, and retained earnings—and their strategic implications. Attendees will gain insights into how effective capitalization strategies can…

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  • Breakout Session
  • Agile & Portfolio Management
  • Advanced
  • Apptio
  • IT Finance or TBM Office

Measuring TBM Maturity – Past, Present and Future…

Andi Fisher-Colwill (Invited)
Director, Business & Administration Services, OCIO
Department of Commerce
Giha Villazon
SME Data Analytics TBM
REI Systems
Bill Kasenchar
Principal, Cost Transparency - TBM and FinOps
GSA/REI Systems
Presented by TBM Council’s TBM Maturity Strategy Community How well do you measure your TBM effort? Does IT drive the mission? Where should we focus? How do we Improve? The TBM Maturity Model is an assessment tool that measures progress across six distinct TBM domains. This session will showcase the…

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  • Strategy Community
  • Agile & Portfolio Management, Cloud FinOps, Data Management, IT Financial Management, Operations and Automation
  • Intermediate
  • TBM Council
  • IT Finance or TBM Office

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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