Session Details

Monday May 5

6:30-8:00a.m.

Conference Registration (Promenade Foyer Entrance)

6:45-7:50a.m.

Full Breakfast Buffet (Promenade Ballroom North)
Networking tables are available for you to meet your peers from governments or businesses. There is also open seating for all others in attendance.

8:45a.m.-3:00p.m.

Refreshment Service (Promenade Foyer and Summit Room)
Coffee, tea and sodas available all day

8:00-11:45a.m.

2-Day IT Finance Boot Camp Program (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus SoftwareAs managing IT budgets grows in complexity and faces constant challenges, ITFM and TBM programs are expanding at a rapid clip to keep pace. This is driving the need to develop new resources and constantly improve existing programs. This IT Finance Boot Camp Program is designed to:

• Develop new resources to lead or participate on IT Finance teams
• Validate the functions and focus of existing ITFM & TBM programs
• Drive higher maturity into existing ITFM & TBM programs

The workshop contains fourteen (14) hours of instructor-led content delivered over two (2) days. All content is focused on the “What” and “How” of IT Finance. All of the content is aligned with Gartner’s IT Finance Pillars. You will be provided with forecast and methodology examples (Excel format) as well as an ITFM and TBM Glossary (Excel format). The workshop is broken into four (4) independent sections:

Managing the Intersection of FinOps, ITIL, and TBM in IT Finance (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Nan Braun, CEO and Charlie Creasy, COO
Thavron Solutions
IT organizations often run multiple initiatives and frameworks concurrently, many of which directly impact the IT Finance or IT Business Office. This session will provide an in-depth analysis of how these initiatives influence your program and offer strategies for effectively engaging with the teams leading them. You will learn how to align efforts, foster collaboration, and leverage cross-functional relationships to drive the success of your programs and overall organizational goals.

Surviving in a Culture That Thrives on the “Need for Speed” (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, PMB, TFM)
Penny Collen, Financial Solutions Architect, Thought Leader, Blogger, and Speaker
PL Collen and Associates
Do more with less and deliver it faster! It seems IT needs to reinvent itself continuously to survive in a culture looking for immediate solutions. Just as social media has changed how we share information, cloud has changed how we use technology to process information in organizations. From self-service provisioning to a host of “as-a-service” options, managing IT resources has us constantly adapting. Development processes have evolved to create functionality more quickly. Provisioning technical resources struggles with lack of effective controls. IT must increase agility to respond to the “need for speed.” Creating a hybrid environment is, at this point, the most viable response in the struggle for agility. Procuring cloud is easy. Managing the impacts are tremendously challenging. It seems we have more data available to respond to questions and yet there is less time to analyze the data. As IT moves more quickly to satisfy users’ needs, sacrifices are being made in quality with long term results accruing larger risks. This workshop will give you an overview of the pressures and benefits of adopting agility as the standard for survival. Some of the topics covered are:

• Meaning of “time to value”
• What “hybrid” looks like
• Value of consumption-based modeling
• What to do with the negative results of agility (sprawl/anarchy/waste)
• Impact of SaaS on development
• Importance of balancing agility with controls
• How to expose the need for transparency

11:45-12:50p.m.

Buffet Lunch (Promenade Ballroom North)
Networking lunch tables for you to meet those with common IT Finance interests.

1:00-3:45p.m.

2-Day IT Finance Boot Camp Program (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
Continued from morning sessions.

Building Your FinOps Roadmap (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Nan Braun, CEO, Charlie Creasy, COO and Kez Riley TBM/FinOps Analyst  
Thavron Solutions 
Whether you’re considering a FinOps program, launching a new initiative, or maturing an existing one, having a well-defined roadmap is key to your team’s success. This workshop will guide you through the essential elements and processes to evaluate when creating a comprehensive FinOps roadmap. You will learn how to structure and prioritize key milestones, ensuring a strategic and effective approach to implementing and advancing your FinOps programs.

1:00-1:45p.m.

How and Why Your IT Projects Can Turn into “Dumpster Fires” (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Art Yonemoto, President
Yonemoto & Associates
Have you seen some of your IT projects become Dumpster Fires? They go way over on budget and/or take a lot longer to complete. And when they are finished, the final product is lacking? Would you be surprised that IT projects are in the top 5 types of projects that “fail”. The world’s leading expert in major projects says “99% of big projects fail.” This session will go over how/why these projects fail and how they relate to your projects. But even more importantly, it will go over the key ways to avoid these problems and increase your odds for success:

• Avoiding a “Dumpster Fire” project, where resources, time and money are consumed at an alarming rate
• Understand how human nature factors of planning, sunk costs, and the Dunning-Kruger effect negatively impact your IT projects
• Case study – a review of an IT project that incorporated the 1% success project characteristics

2:00-2:45p.m.

The “Secret” Exemptions That Can Reduce Your IT/Telecom Bills by Upto 33% (Summit) (AM, CFM, FMBP, FPBR, GFM, PMB, TFM)
Art Yonemoto, President
Yonemoto & Associates
There is a unique federal fee that has grown from 5% to 33% that few truly understand and rarely question. In this session you will learn:

• The genesis and basis of this fee affecting IT and Telecom bills
• Why it has grown from a nuisance fee to a major impact fee
• Why your vendors never mention that your organization may be exempt
• Why this is the “Alice in Wonderland” fee – the more you investigate, the curiouser it becomes
• Situations where your organization may be exempt from this fee
• How to identify this fee on your invoices
• How to approach your vendors to get this fee waived
• Why this fee may be unconstitutional (The Supreme Court will be reviewing)

3:00-3:45p.m.

The Ticking Time Bomb – How to Prepare for the Elimination of Landlines (Summit) (AM, FPBR, GFM, PMB, TFM)
Art Yonemoto, President
Yonemoto & Associates
Sooner or later, the day of reckoning will occur. Your old telephone system lines are going away. When this actually occurs, will you be prepared or can you take steps now to avoid the mess that will eventually occur? In this session, you will gain an overall understanding of these issues at hand:

• The boy who cried wolf – after several false starts, the wolf will appear
• Why organizations are being hit with huge price increases. So far government entities have been exempt but for how long?
• Ways to mitigate price increases (for the time being)
• Why governments are at the highest risks
• No budget, no staff, no problem – you have no funds to hire nor personnel to tackle the problem? Learn an easy solution requiring no budget to address this challenge
• How to present the ticking time bomb issue to IT personnel

4:00-5:30p.m.

Network Social and Bar (Promenade Foyer)
Chance to relax after a day of classes with your colleagues and to meet others with common IT Finance interests at the ITFMA hosted bar.

Tuesday May 5

6:30-8:00a.m.

Conference Registration (Promenade Foyer Entrance)

6:45-7:50a.m.

Full Breakfast Buffet (Promenade Ballroom North)
Networking breakfast tables for you to meet those with common IT Finance interests.

8:45a.m-3:00 p.m.

Refreshment Service (Promenade Foyer and Summit Room)
Coffee, tea and sodas available all day

8:00-11:45a.m.

2-Day IT Finance Boot Camp Program (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
Continued from Monday sessions.

Maturing Your Cost Model (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Nan Braun, CEO  and Kez Riley, TBM/FinOps Analyst  
Thavron Solutions 
You’ve successfully implemented a cost model – now what? This intermediate-to-advanced workshop will explore the typical maturation paths for IT services, highlighting common roadblocks and effective strategies for overcoming them. Drawing on real-world client experiences, we will discuss proven approaches for driving maturity and ensuring sustained success. The workshop will also include small group work, providing you with an opportunity to bring your specific challenges and gaps for collaborative analysis and solution development.

Leading Practices to Mastering Your IT Financial Management Processes (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Pete Hidalgo, Global Advisory Services Leader and Jeff Stark, Head of Customer Success
MagicOrange         
Join us for intensive sessions covering the core elements to mastering your IT Financial Management (ITFM) processes. This hands-on workshop includes practical exercises focused on:

• Service Definition: Establish clear service structures
• Data Readiness: Prepare data for actionable insights
• Automation: Streamline processes for efficiency
• Benchmarking: Set performance standards
• Showback and Chargeback: Implement transparent cost allocation
• Benefits Realization: Unlock tangible value from ITFM
• Maturity Assessment: Evaluate your ITFM progress
• Service Portfolio (MOST Methodology): Align services with strategic goals
• Data Quality Assessment: Ensure data accuracy and reliability

11:45-12:50p.m.

Buffet Lunch (Promenade Ballroom North)
Networking lunch tables for you to meet those with common IT Finance interests.

1:00-3:45p.m.

2-Day IT Finance Boot Camp Program (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
Continued from morning sessions.

Deep Dive Into Today’s Pressing IT Financial Issues (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Penny Collen, Financial Solutions Architect, Thought Leader, Blogger, and Speaker
PL Collen and Associates
Managing finances for hybrid IT environments has increased the complexity of challenges faced. Getting funding under corporate constraints and then explaining how that funding was spent takes considerable time. The need to research and adapt to changes in GAAP accounting and comply with regulations adds more pressure to a finance manager’s day. Cloud options have multiplied the issues faced. Everything must be accomplished faster! This workshop provides a forum to discuss the various pressing topics in IT finance today. Some topics are emerging as technology changes while others raise familiar questions. A few topics truly defy the test of time. This workshop will address:

Cultivating Leadership Excellence: A Blueprint for ITFM Leaders (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Avital Miller, Corporate Leadership Seminar Facilitator
Avital P.G. Miller, LLC

This workshop is specifically crafted to unleash leadership prowess for today’s IT and financial leaders by enhancing leadership, team-building, and coaching skills within the financial management domain. Through expert-led modules, you will delve into transformative leadership strategies that foster team cohesion, inspire innovation, and drive strategic outcomes. You will engage in hands-on exercises aimed at developing effective communication, conflict resolution, and motivational techniques that cultivate high-performance teams. The workshop will introduce coaching methodologies that empower you to unlock your team’s potential, ensuring alignment with organizational goals and financial success. By focusing on real-world applications, you will learn to navigate the complexities of financial leadership, from executing visionary financial strategies to nurturing talent and fostering a culture of continuous learning and adaptability. This immersive experience is designed for financial leaders seeking to elevate their leadership impact, enhance team dynamics, and spearhead financial innovation. You will leave with a comprehensive understanding of how to meld leadership excellence with financial savvy, positioning yourself and your organization for enduring success in an ever-evolving financial landscape.

4:00-5:30p.m.

Network Social and Bar (Promenade Foyer)
Chance to relax after a day of classes with your colleagues and to meet others with common IT Finance interests at the ITFMA hosted bar.

Wednesday, May 7

6:30-8:00 a.m.

Conference Registration (Promenade Foyer Entrance)

6:45-7:50 a.m.

Full Breakfast Buffet Sponsored by Apptio,
a leader in Technology Financial Management Solutions (Promenade Ballroom North)
Networking tables are available for you to meet those from these peer groups:
• City/County Government
• Healthcare
• State Government
• State of Minnesota
• University
There is also open seating for all others in attendance.

8:45a.m-3:00 p.m.

Refreshment Service (Promenade Foyer and Summit Room)
Coffee, tea and sodas available all day

8:00a.m.-3:00p.m.

Conference Exhibitors (Promenade Foyer)              
Please drop by the exhibit tables to say “Hi” and learn how your IT organization can benefit from the IT software products and services of these industry-leading companies.
• Apptio (Technology Financial Management Solutions)
• Calero (Technology Lifecycle Management)
• MagicOrange (ITFM and FinOps Platforms)
• Nicus Software (IT Financial Management Solutions)
• Serviceware SE (ITFM Software for Planning, Charging, Transparency)

8:00-8:45a.m.

Conference Kick Off ITFM Peer Discussion for Business Oganizations (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Joe Gualandri, IT Financial Director, Caterpillar and
Pete Hidalgo, Global Advisory Services Leader, MagicOrange
Kick off the conference with this interactive, audience-driven session designed to address your most pressing IT finance challenges. Connect with like-minded professionals and discussion leaders to explore topics like asset management, cost models, budgeting, chargeback, performance management, and more. Build meaningful connections and enhance your conference experience.

Conference Kick Off ITFM Peer Discussions for Governments and Universities (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Penny Collen, Financial Solutions Architect, Thought Leader, Blogger, and Speaker
PL Collen and Associates
This session is an opportunity for those from governments and universities to place a name with a face, to identify who has similar responsibilities as yourself, and who is facing the same challenges at work as you face. We will start with an overview of ITFMA and the conference structure to help you maximize your learning experience over the next three days. We will identify some of the major issues you are facing and find others who share your concern and interests so you can grow your support network.

9:00-9:45a.m.

Tips on How to Use This Conference to Help Advance Your Career (James J. Hill) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Art Yonemoto, President
Yonemoto & Associates
You do realize that your attendance at this IT financial management (ITFM) conference is one of the few opportunity you have to differentiate yourself. In addition to gaining specific, technical knowledge in the ITFM environment, you can position yourself in a more positive light. This session will discuss how you can use this conference to help spark positive changes in your career. Some key topics include:

• Gain an unique perspective regarding your work situation
• Ideas and actions you can take at this conference to impress your managers/executives
• Become a “5 Tool Employee” – how to make yourself more valuable within (or outside) your organization
• Example of a Status Report (reporting on the conference)
• A non-threatening way to request higher compensation

Achieving IT Financial and Operational Excellence at Stanford Healthcare (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Michelle Fanner, Executive Director, Business Operations
Stanford Health Care and School of Medicine
In this session, you will learn how Stanford Health Care achieves IT financial and operational excellence through best practices. The session will highlight our journey with Technology Business Management (TBM) and provide actionable insights into how you can optimize IT financial performance, improve decision-making, and enhance operational efficiency. Key topics include:

• IT Financial Planning and Reporting: Discover how Stanford Health Care aligns IT spending with organizational goals through effective financial planning and reporting processes that optimize budgeting and resource allocation
• Application Rationalization: Learn how to streamline your IT portfolio through application rationalization to reduce costs, simplify operations, and improve system performance
• Leveraging Financial and Operational Metrics: Understand how to use financial and operational metrics to drive performance improvements, enabling more informed decisions that drive both financial and operational success
• Evaluating IT Project Investments, Including AI Initiatives: Gain insights into evaluating IT project proposals, including emerging technologies like AI, by assessing financial impact, ROI, and long-term organizational benefits
• Building a Value-Focused IT Culture: Explore how to cultivate a value-driven IT culture that emphasizes collaboration, innovation, and measurable outcomes, helping IT contribute to organizational goals and deliver maximum value

What is FOCUS? (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Laura Mills, CEO
BeaconPoint
During this session, you will learn about the FinOps Open Cost and Usage Specification (FOCUS), an open-source billing schema adopted by all four major cloud service providers – Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP) and Oracle Cloud. This pioneering standard addresses the challenges IT financial managers face when normalizing and consolidating cost data across multiple clouds. You will gain an in-depth understanding of FOCUS billing columns and tips for adopting FOCUS at your organization.

10:00-10:45a.m.

Women in IT Finance Panel – Navigating Challenges and Paving the Way for the Future (Promenade Ballroom South)
(AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Elise Andersen (moderator) Vice President, Nicus Software, Ginger Allen Senior Director, GuideWell/Florida Blue, Penny Collen, Financial Solutions Architect, PL Collen and Associates, Scarlett Hu, Campus Technology Director (retired), The J. Paul Getty Trust, Jordan Schulties, Chief of Administration, State of Delaware
In an ever-evolving landscape, women in IT Finance encounter unique challenges and opportunities that shape their professional journeys. This panel session, hosted by Nicus Software, will bring together influential leaders and emerging voices to explore the multifaceted experiences of women in this dynamic field. Through candid discussions, we will examine common obstacles, including representation in leadership roles, under-resourced teams, and work-life balance. Panelists will share strategies for overcoming these challenges, fostering resilience, and empowering the next generation of women in IT Finance.

How FinOps and Unit Economics Are Transforming IT Cost Management (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
David Harding, CEO
MagicOrange         
Explore how the convergence of FinOps and unit economics is transforming IT cost management. This session dives into their critical role in optimizing cloud and on-premises spending, driving accountability, and aligning IT investments with business value. Through real-world examples and expert insights, you’ll uncover practical FinOps principles, the impact of unit economics for precise decision-making, and strategies to achieve transparency and efficiency. Discover how leading organizations leverage these methodologies to stay competitive and profitable in today’s rapidly evolving IT landscape.

Inspiring Peak Performance: Leading to Attract, Retain, and Motivate Employees (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
David Suson, Founder
Proliance Group
Unlock the secrets to leading with purpose and building a culture of accountability, engagement, and collaboration. This session provides actionable insights for creating a workplace where employees feel empowered to take ownership, contribute to team success, and overcome challenges together. Learn how to attract and retain top talent while inspiring your team to peak performance. By fostering a culture of shared success, leaders will motivate employees to drive productivity and innovation because you will:

• Discover the proven keys to fostering personal accountability across your team
• Apply a simple, powerful framework to boost engagement, teamwork, and loyalty
• Integrate leadership strategies with diversity and inclusion initiatives for greater impact
• Master techniques to drive meaningful change and understand how to overcome resistance effectively

11:00-11:45a.m.

Building the FinOps Role into your ITFM Team (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Nan Braun, CEO
Thavron Solutions
As FinOps practices continue to gain traction and become mainstream, organizations are increasingly considering the integration of FinOps roles, such as the FinOps Finance and FinOps Practitioner, into their IT Finance teams. This session will provide an overview of the key FinOps personas, outlining their theoretical roles and the practical responsibilities they often take on in real-world settings. Drawing on case studies and lessons from organizations that have successfully developed and expanded these roles, you will gain valuable insights into how to effectively implement and scale FinOps practices within your own teams, positioning your organization for success.

Elements of Successful Chargeback Models (Promenade Ballroom South) (AM, CABC, CFM, GFM, PMB, TFM)
Fezisa Sinxoto, Finance Business Partner
MTN Group
Running centralized IT departments offers several advantages, such as:

• Standardization and streamlined processes
• Economies of scale and cost optimization
• Operational and resource allocation efficiencies
• Improved data consistency

However, maintaining centralized IT departments also necessitates a dynamic chargeback model. This session will highlight and discuss the components required to sustain a successful chargeback model, which includes:

• Establishing a clear and effective IT policy that outlines the roles of the group and local IT
• Setting up agreements that clearly specify the services, goods, and programs subject to recharging, along with SLAs
• Defining roles and responsibilities for functions involving Finance, IT, and Senior Management
• Determining the frequency and methodologies for maintaining chargebacks, including detailed models
• Utilizing ERP and planning tools to manage, execute, and report on charges
• Implementing internal governance for chargeback decision-making
• Ensuring effective communication and transparency with operational units

Driving Value in Your TBM Program: Incremental Steps to Success (James J. Hill) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Quinn Abraham, Director TBM Practice, Maryville Consulting Group and
Dr. Alexander Becker, Chief Operating Officer, Serviceware SE
Join us for an insightful session, where we’ll explore how to incrementally add value to your Technology Business Management (TBM) program. We’ll dive deep into three essential use cases that drive meaningful transformation for your organization:

• Foundational Financial Management: Learn how to establish repeatable processes to manage and report on spend, benefiting from automated and enhanced capabilities through the use of ITFM tooling
• Total Cost of Ownership: Discover how technology leaders can gain full accountability over both direct and indirect spend, supporting critical initiatives such as product delivery models, application total cost, and FinOps.
• Organization Transparency: Understand how to effectively translate technology spend into insights that organization partners can use, enabling more accurate chargebacks, improved product profitability reporting, and optimized demand management.

Whether you’re just beginning your TBM journey or looking to refine your approach, this session will provide you with actionable insights to build a robust, scalable, and value-driven TBM program. Don’t miss this opportunity to learn from industry experts to enhance your TBM capabilities.

11:45a.m.-12:50 p.m.

Buffet Lunch Sponsored by Serviceware,
a leader in ITFM Planning/Charging/Transparency Software (Promenade Ballroom North)
Networking tables are available for you to meet those from these peer groups:
• City/County Government
• Healthcare
• State Government
• State of Minnesota
• University
There is also open seating for all others in attendance.

1:00-1:45p.m.

Achieving a Happy and Fulfilling Career in ITFM (Promenade Ballroom South) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Scarlett Hu, (Retired) Campus Technology Director, Getty Digital
The J. Paul Getty Trust
This session will discuss the speaker’s 40+ years of surviving and thriving in technology and financial management. She will cover:

• Her observations of common issues, conflicts, and resolutions
• Valuable lessons learned
• Career development tips for everyone and some uniquly for women managers
• With each topic covered, some sharing with those of you in the audience

Cloud Management Challenges – From Clients to Contracts (James J. Hill) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Penny Collen, Financial Solutions Architect, Thought Leader, Blogger, and Speaker
PL Collen and Associates
Cloud came into most organizations as a whisper, suddenly appearing only when it gained a significant mass. Often IT was the last to know about services being used. Today cloud is not just a user service but also a provider of computing resources for the data centers and application development. With multiple providers and endless options, managing in these hybrid environments is complex. Most organizations find they must build unique skills to monitor contract terms and conditions. This session will cover some of the challenges organizations are facing and define key areas of contract terms to consider.

ITFM vs. FinOps – How They Work Together (Summit) (AM, CABC, CFM, GFM, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
As cloud adoption accelerates, a growing number of organizations are turning to FinOps and Cloud Financial Management to rein in cloud costs. As a result, FinOps is growing at an incredible rate. Looking at the core practices of FinOps, however, there’s clear overlap with IT financial management (ITFM), raising the question of where FinOps fits in and whether organizations need both. Join us as we explore:

• Where ITFM and FinOps intersect, where they diverge and the types of organizations that should consider pursuing each
• How FinOps and ITFM work together in organizations today
• What’s required to achieve greater maturity in unifying these practices
• The biggest challenges organizations face in bringing ITFM and FinOps together
• Specific use cases that are common starting points for integrating ITFM and FinOps
• FinOps expansion beyond cloud

2:00-2:45p.m.

What is AI and How Using AI Can Support IT Finance Departments (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Amy Nelson, ITS Director of Finance and Human Resources and Angela Ryan, Senior Accountant
University of Michigan
This presentation provides an insightful overview of AI concepts and explores the transformative potential of AI tools within IT finance departments. Learn how AI can create efficiency and innovation by enhancing data analysis and improving operational processes. By demonstrating the use of AI to supplement IT and financial insights, the session discusses AI’s role in optimizing financial functions. Overall, the presentation aims to empower IT finance professionals with the knowledge they need to leverage AI, enhancing productivity and competitiveness within their departments.

Stress Management for Peak Performance and Employee Satisfaction (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Avital Miller, Corporate Leadership Seminar Facilitator
Avital P.G. Miller, LLC
Would you like to manage a team at peak performance, maintain high employee retention, and maximize your profits? The American Institute of Stress reports that “83% of US workers suffer from work-related stress, US businesses lose up to $300 billion yearly as a result of workplace stress, and stress causes around one million workers to miss work every day.” Stress is a common and serious issue today, yet there are ways you can help minimize stress while elevating productivity, happiness, and ROI. Discover:

• Where workplace stress comes from and how to help prevent it
• How to stay on task and focused while at work despite what comes up
• How to have more energy and maintain a winning day

Imagine what your life would be like without stress. You could be more productive and successful at work while also enhancing your life outside of work and supporting a better work-life balance.

Auditing and Benchmarking Software as a Service Application (Summit) (AM, CFM, FPBR, GFM, PMB, TFM)
Robert Lee Harris, Founder
Audit The Cloud
This session will provide practical insights and actionable strategies to optimize your Software as a Service (SaaS) spend while maintaining performance and stakeholder trust. The following topics are covered:

• How to streamline and categorize SaaS platforms to enhance cost visibility and management
• Insights into auditing essential office suites, ERP systems, and other back-end services to identify savings
• Approaches tailored to niche needs in legal, retail, and supply chain applications
• Strategies for cutting costs on mission-critical applications your organization can’t replace

This session is a mix of case studies and real-world insights so you leave with practical tools you can immediately apply in your organization.

3:00-3:45p.m. (Product & Service Presentations)

How to Unlock the Value of Your Tech Investments (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Gabrielle Scalf, Solutions Consultant
Apptio
IT budgets are expected to continue to grow worldwide, but with this growth comes more scrutiny on investments and the value they provide the organization. Organizations will need to be focused on fiduciary responsibility, flexibility, and tech investment optimization due to market factors.  The challenge, however, is most financial management leaders lack a comprehensive, unified view into their technology spend that they can leverage for planning and decision analysis. Join us as we dive into how finance leaders can automate the process to analyze, optimize, plan, and control their technology investment decisions.  By focusing on this virtuous cycle, organizations can cut unnecessary tech spend, accelerate forecasting cycles, and adapt quicker in a challenging environment.

Serviceware Financial and the Digital Value Model (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Dr. Alexander Becker, Chief Operating Officer
Serviceware SE
Serviceware will showcase their Financial Software Suite, an holistic solution for IT and Shared Service Finance Management and Controlling. The demonstrated use cases will encompass all major ITFM processes end-to-end, from generating cost transparency through to planning, budgeting, and business chargeback/showback. This empowers Serviceware users to gain insight into their IT spend, pinpoint optimization opportunities, and establish a demand-driven IT steering logic. The demonstration will further elaborate on the standard method of Serviceware – the Digital Value Model. This cost model builds on the TBM taxonomy, enriched with over 20 years of experience, and highlights the Serviceware focus on the process-driven ITFM approach. The demonstration will also explore the application of Artificial Intelligence in an ITFM context and its value-add potential.

4:00-5:30p.m.

Network Social and Bar (Promenade Foyer)
Chance to relax after a day of classes with your colleagues and to meet others with common IT Finance interests at the ITFMA hosted bar.

Thursday, May 8

6:45-7:50 a.m.

Full Breakfast Buffet sponsored by Nicus Software,
a leader in IT Financial Management Solutions (Promenade Ballroom North)
Networking tables are available for you to meet others with these similar responsibilities:
• Directors
• Managers
• Analysts
There is also open seating for all others in attendance.

8:45a.m-3:00 p.m.

Refreshment Service (Promenade Foyer and Summit Room)
Coffee, tea and sodas available all day

8:00a.m.-3:00p.m.

Conference Exhibitors (Promenade Foyer)              
Please drop by the exhibit tables to say “Hi” and learn how your IT organization can benefit from the IT software products and services of these industry-leading companies.

• Apptio (Technology Financial Management Solutions)
• Calero (Technology Lifecycle Management)
• MagicOrange (ITFM and FinOps Platforms)
• Nicus Software (IT Financial Management Solutions)
• Serviceware SE (ITFM Software for Planning, Charging, Transparency)

8:00-8:45a.m.

Keys to Successfully Implementing FinOps for Cloud (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Ginger Allen, Senior Director, IT Business Management
GuideWell/Florida Blue
As organizations increasingly migrate to the cloud, managing the financial complexities of cloud services has become a critical challenge. FinOps, a set of financial management practices for the cloud, enables organizations to optimize costs, drive accountability, and foster collaboration among finance, operations, and engineering teams. In this session, we will explore the fundamental principles and strategies for successfully implementing FinOps in cloud environments. Topics will include aligning financial and operational goals, establishing clear roles and responsibilities, integrating tools for cost visibility and forecasting, and ensuring continuous optimization through data-driven decision-making. You will gain insights into best practices for building a strong FinOps culture, overcoming common obstacles, and driving value across the organization through effective cloud financial management. This session is designed for IT financial management professionals who want to enhance their cloud cost management processes and deliver better financial outcomes.

Understanding and Managing the Cost of AI (James J. Hill) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Nan Braun, CEO
Thavron Solutions
As the adoption of AI accelerates, many organizations face challenges in identifying and managing the costs associated with developing and deploying AI functionalities. This session will provide practical blueprints for creating effective AI cost models, equipping you with the tools and strategies needed to collaborate with technical teams. By the end of the talk, you will be prepared to enhance cost visibility and proactively manage AI expenditures, ensuring your organization stays ahead of the evolving AI cost landscape.

The Caterpillar ITFM and TBM Journey (Summit) (AM, CABC, CFM, GFM, PMB, TFM)
Joe Gualandri, IT Financial Director, Caterpillar and
Pete Hidalgo, Global Advisory Services Leader, MagicOrange
Discover how effective chargeback drives cost transparency and informed decisions. This session shares lessons from a Fortune 50 company, highlighting chargeback, showback and cost reduction strategies. Key takeaways are:

• Transformation Insights: Learn from real-world chargeback challenges and successes
• Maturity Audit: Assess and improve your chargeback processes
• Data Accuracy: Enhance data quality for reliable outcomes
• Model Selection: Choose the right chargeback approach
• Automation: Simplify processes with automation
• Success Roadmap: Follow actionable steps to achieve maturity
• Gain practical insights to optimize your IT financial management

9:00-9:45a.m.

Modernizing West Virginia’s Chargeback to Agencies for Faster Collections and Better Alignment to Innovation (James J. Hill) (AM, CABC, CFM, GFM, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
As organizations increasingly implement IT chargeback systems, the demand for greater maturity, accuracy, and efficiency in IT Financial Management (ITFM) operations has never been more critical. This need is particularly pronounced within state governments, where budget constraints and accountability are paramount. In this session we will talk about how the state of West Virginia modernized their management and billing of technology services across the state. We will also take time to discuss how these costs and services enabled a better linkage to the CIO’s innovation strategy in support of leadership’s goals. Join us to discover how a modern approach to IT service management can drive innovation and accountability in the public sector.

The Finance Persona – How to Fill the Role as Part of a FinOps Team (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Wanda DiPaolo, Founder/Solutions Architect/Teacher
Black Sheep Consulting
FinOps is the IT industry’s answer to the highly granular, and oftentimes confusing, invoices from cloud service providers. Learning new ways to operate that involve collaboration and understanding of cloud costs is a challenge for many, especially those in Finance organizations. Learn some of the key skills you will need to help you fill this high visibility role should the opportunity present itself within your organization.

The Perception Code: Unlocking Human Potential in IT Finance (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
David Suson, Founder
Proliance Group
Discover how decoding hidden patterns in perceptions can unlock human potential and transform IT Finance teams. This session delves into how beliefs and experiences shape interactions and decisions, providing actionable insights to foster stronger connections and effective collaboration. You will leave with practical tools to enhance communication, build high-performing teams, and drive meaningful change. By mastering “The Perception Code,” you will gain a competitive edge in leadership and team dynamics because you will:

• Understand how perceptions shape workplace interactions and decision-making in IT Finance
• Develop communication strategies to foster trust and collaboration with colleagues and stakeholders
• Learn techniques to recognize and nurture the evolving potential in team members, enhancing leadership impact and team success

10:00-10:45a.m.

Forecasting and Controlling Technology Expenses – Cut Costs, Not Jobs (Promenade Ballroom South) (AM, CFM, FPBR, GFM, PMB, TFM)
Billy Howes, Vice President of Solutions Consulting
Calero
Forecasting can be a daunting task! With so many technologies and tools to manage, it has never been more complex to properly plan and track expenses. This session explains how to strategically forecast technology costs across SaaS, Mobility, and Telecom, while maintaining staffing levels. You will learn how to:

• Break down current technology expenses and understand hidden costs
• Implement cost-saving strategies
• Make informed decisions on licensing, mobile assignments, zero usage, and telecom contract negotiations

Maximizing Value with Custom In-House IT Financial Management Tools: Lessons in Flexibility, Cost Efficiency, and Integration (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Milton McCoy, Director, Technology Business Management
State of North Carolina
In a world where off-the-shelf solutions dominate IT financial management, organizations often face challenges adapting these tools to their unique needs. This session highlights how developing an in-house IT Financial Management tool can empower organizations to achieve unmatched flexibility, cost efficiency, and integration. Through our journey, we’ll explore:

• The decision-making process that led to building a custom tool, prioritizing organizational goals over one- size-fits-all vendor solutions
• Key features enabling seamless integration between IT and Finance, enhancing financial transparency and collaboration
• Real-world benefits of customization, such as workflows aligned to internal processes and user-driven enhancements
• Insights into cost efficiency, including a comparative analysis of in-house tools vs. vendor software over the long term
• Lessons learned during development and implementation, from overcoming challenges to future-proofing for scalability

You will leave with actionable strategies and a deeper understanding of how in-house tools can provide a competitive edge by aligning financial management with organizational priorities. Whether you’re considering alternatives to vendor solutions or seeking ways to optimize your existing IT financial processes, this session will provide a roadmap to success.

What is Activity Based Costing and Its Relevance (Summit) (AM, CABC, CFM, FMBP, FPBR, GFM, PMB, TFM)
Penny Collen, Financial Solutions Architect, Thought Leader, Blogger, and Speaker
PL Collen and Associates
Activity Based Costing (ABC) is an accounting method with an emphasis on assigning costs to activities. Using this methodology provides a more accurate picture of what it costs to deliver a service within IT and in more understandable terms. ABC expands cost management from the traditional categories of salaries, hardware, and training. ABC is a powerful tool in understanding IT costs and increasing cost transparency, however, adding new dimensions adds to the complexity of financial management and requires capturing volume information about services. Attend this session to learn more about managing ABC at an optimal level for your organization and the benefits you can realize.

11:00-11:45a.m.

Building and Managing AI Services Within Universities (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Amy Nelson, ITS Director of Finance and Human Resources and Angela Ryan, Senior Accountant
University of Michigan
This presentation offers a guide to developing and maintaining the financial aspects of AI services in higher education. We begin by outlining the potential needs of AI service development, including identifying objectives, selecting appropriate technologies, and assembling a cross-functional team. The session also covers practical implementation aspects, including start-up costs and building a sustainable funding model. By looking at both the benefits and challenges of AI adoption, the presentation aims to equip your IT finance department with the knowledge and strategies required to successfully deploy and manage AI services that propel institutional advancement.

IT Planning – Effectively Communicating Results (Promenade Ballroom South) (AM, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
Balancing the needs of multiple stakeholders and their ever-changing priorities makes budgeting and forecasting for the IT organization a challenge. As ITFM practitioners, we need effective tools and processes to deliver IT, Business, and Finance stakeholders the required insights and information. This interactive discussion will review a proven framework for providing an effective planning process and addressing individual challenges and experiences.

Evolving to Value Orientated Conversations (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, PMB, TFM)
Kyle Dammann, Strategic Customer Success Advisor
Apptio
Learn how customers apply ITFM disciplines to enable value-oriented discussions and outcomes in order to:

• Engage Finance, Technology, and the Business with the right views required to drive and influence change and accountability throughout your eco-system
• Evolve from simple cost orientated views, towards value driving conversations like cost-performance and efficiency trade-offs, unit economics of product and services and finally maturing to more advanced concepts like cost recovery or profitability.

11:45a.m.-12:50p.m.

Buffet Lunch Sponsored by Calero,
a leader in Technology Lifecycle Management (Promenade Ballroom North)
Networking tables are available for you to meet others with these similar responsibilities:
• Directors
• Managers
• Analysts
There is also open seating for all others in attendance.

1:00-1:45p.m.

Virginia IT Agency Experience and Transition to a Multi-sourcing Service Integrator Model (James J. Hill)
(AM, CABC, CFM, GFM, PMB, TFM)
Drew Edmonds, Financial Systems and Data Manager and Thomas Nikles, Senior Financial Analyst & Budget Model SME
Virginia Information Technologies Agency
The Commonwealth of Virginia moved from an IT model managed individually by each agency to a centralized, outsourced IT model in 2006. To facilitate this strategic decision, the Virginia IT Agency (VITA) was formed to manage and oversee all enterprise IT functions for the executive branch agencies. In the last 20 years, VITA and the outsourcing model have evolved from a monolithic, single-supplier model to a Multi-sourcing Service Integrator (MSI) model involving multiple suppliers. At the same time, the last 20 years have seen the scope and complexity of IT grow exponentially. This presentation will provide an overview of VITA’s journey, the background behind the sourcing model approaches, the benefits and challenges, and the impact on VITA’s cost recovery and chargeback approach. The intent is to provide you with an understanding of how Virginia manages its IT infrastructure being one of only a few states that operates this type of model.

How to Select an ITFM/TBM Tool (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Pete Hidalgo, Global Advisory Services Leader and Jeff Stark, Head of Customer Success
MagicOrange         
Simplify the journey of selecting and implementing ITFM tools. This session provides actionable steps to ensure success, whether you’re evaluating new tools or optimizing existing ones. Key takeaways include:

• Stakeholder Alignment: Define roles for smooth adoption
• Tool Selection: Navigate the process with confidence
• Process Maturity: Identify improvement opportunities
• Data & Design: Address key requirements for success

Improving Financial and Risk Governance for IT Asset Disposition (Summit) (AM, FPBR, GFM, PMB, TFM)
Aaron Zeper, CEO
DMD Systems Recovery
You will learn the key components that must be included in a governed IT asset disposition solution, why they are important, and the progressions of a maturity model. We will discuss requirements and how to distinguish between an intent and an actual requirement, looking at common contracting examples. You will leave the session with tangible steps to progress your ITAM program governance maturity that reduces your financial and compliance risk.

2:00-2:45p.m.

IT is From Mars, Finance is From Venus – How to Bridge the Gap and Become an IT Whisperer (James J. Hill)
(AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Art Yonemoto, President
Yonemoto & Associates
Sometimes ITFM seems to be a forced marriage. IT people live in one world, while Financial people live in another. Each party has a different way of thinking, but both are required to work together for the good of the organization. What can be done to help bridge the divide:

• Becoming an IT Whisperer
• Key takeaways that explain the difference between IT and Finance
• Cats and Dogs – what we can learn from our pets
• A quote from Leo Tolstoy’s Anna Karenina that may explain your organization

Technology Expense Management – Showback/Chargeback Best Practices (Promenade Ballroom South) (AM, CABC, CFM, FMBP, GFM, ITIL, PMB, TFM)
Robert Bracco, Senior Product Manager
Upland Cimpl and ComSci
Showbacks and chargebacks are effective ways to encourage departments to be accountable for their technology usage and lower your overall technology spend. This session will provide attendees with a best practices approach to beginning their showback/chargeback journey, including recommended approaches to help drive adoption, improve data maturity, and ensure maximum results.

Moving from a Financial View to a Services View: Part 1 (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Wanda DiPaolo, Founder/Solutions Architect/Teacher
Black Sheep Consulting
One of the most common issues encountered when moving from planning into cost transparency is changing the mindset to a Services View. Among the topics discussed will be how to get from infrastructure as a cost center, to what infrastructure does for the organization. Join us for an overview of changing the focus from accounting to business services.

3:00-3:45p.m. (Product & Service Presentations)

Empower Your Business Decisions with Financial Insights (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
Building a mature IT Finance function can take several years, but there is a methodical approach you can take to get started to drive immediate impact to your organization as you look to optimize your technology investments. This session will provide a comprehensive overview of robust solutions designed to meet the diverse needs of organizations at various stages of their ITFM programs. For those starting on their journey, we will explore Nicus FMDB™ for ServiceNow, which seamlessly integrates financial insights directly into ServiceNow workflows. FMDB serves as an accessible entry point, offering a lower barrier to entry while still delivering critical financial management capabilities. For organizations that are further along in the ITFM maturity, we will look at a comprehensive solution that will empower you to gain deep insights into your IT costs, enabling strategic decision-making and enhanced accountability. Whether you are taking your first steps in IT financial management or looking to enhance an established program, this session will equip you with the insights needed to make informed decisions and drive value across your IT landscape.

Managed Technology to Simplify the Complex: One Platform, Complete Visibility (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Billy Howes, Vice President of Solutions Consulting
Calero
Discover how our all-in-one platform can help streamline your IT operations, enhance productivity, and provide complete visibility into sourcing, service, usage, and spend management based on our:

• Unified Platform Experience: Our platform consolidates multiple technology management tasks into one seamless interface, allowing you to visualize every aspect of your technology landscape effortlessly
• Configurable Analytics Dashboards: To view your data to make data-driven decisions with confidence
• Automated Inventory Tracking: Real-time viewing of your IT inventory its entire lifecycle – no more manual tracking
• SaaS Expense Visibility: Understand hidden costs of your software-as-a-service applications by uncovering shadow IT, tracking usage and cost with comprehensive analytics reports
• Global Mobility Management: Control the lifecycle of your mobile technology from procurement to retirement, optimize device usage, and minimize costs, ensuring your workforce is always connected at peak efficiency
• Telecom Expense Management: A solution for order management and usage analysis for deeper insight into telecom expenses to enhance communication capabilities while keeping costs in check

4:00-5:30p.m.

Network Social and Bar (Promenade Foyer)
Chance to relax after a day of classes with your colleagues and to meet others with common IT Finance interests at the ITFMA hosted bar.

Friday, May 9

6:45-7:50 a.m.

Full Breakfast Buffet (Promenade Ballroom North)
Networking breakfast tables for you to meet those with common IT Finance interests. All open seating.

8:45-10:00a.m

Refreshment Service (Promenade Foyer and Summit Room)
Coffee, tea and sodas available all morning

8:00-8:45a.m.

Understanding How Services Create a Cost Model Then Showing the Organization What IT Does: Part 2 (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Wanda DiPaolo, Founder/Solutions Architect/Teacher
Black Sheep Consulting
After participating in various sessions at this conference, you should be familiar with the term IT services. As a follow-up to yesterday’s Moving from a Financial View to a Services View session and tailored for new accounting staff in the IT Finance role, join us and we will walk through various scenarios regarding ways to get from cost centers and/or accounts to actual IT services used by the organization.

Understanding the Value and Impact of AI Investments with ITFM (James J. Hill) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Rob Mischianti, Chief Customer Officer
Nicus Software
In today’s world, AI is revolutionizing business operations, yet managing the associated costs and understanding their value can be challenging. Everyone wants to invest in AI, but do they really understand how to accurately track the ROI of these investments? This session will dive into the intersection of AI and ITFM as we explore strategies for tying AI spend back to tangible organization goals. With greater visibility into AI costs and the impact to the organization, you can foster a culture of accountability and informed decision-making. You will gain actionable knowledge on leveraging ITFM tools to enhance transparency and drive strategic alignment in your AI investments. Join us for this insightful session to empower your organization to maximize the benefits of AI while maintaining financial discipline and clarity.

The ITFM/TBM Pathway to Success (Promenade Ballroom South) (AM, CABC, CFM, GFM, PMB, TFM)
Pete Hidalgo, Global Advisory Services Leader
MagicOrange         
Explore a proven approach to achieving IT cost transparency and effective IT financial management. This session outlines the key steps in the “ITFM Pathway to Success,” including:

• Current State Assessment
• Service Definition            
• Data Readiness               
• Automation
• Service Costing & Benchmarking
• Chargeback Model Design
• Benefits Realization

9:00-9:45a.m.

Building a Successful IT Finance/TBM Program from IT’s Complex Partner Frameworks (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Nan Braun, CEO
Thavron Solutions
Successful IT Finance and Technology Business Management (TBM) offices thrive through collaboration with key internal IT partners. This session will provide practical examples and guidance on the critical relationships you should foster to drive success. Exploring key areas such as Enterprise Architecture (EA), IT Service Management (ITSM), IT Asset Management (ITAM), and Project Management Offices (PMO), we’ll discuss which departments are essential for supporting and enhancing your program. The session will also include time for open discussion, where you can share your experiences and lessons learned in building these vital cross-functional partnerships.

Revolutionizing Government and University ITFM Best Practices (Summit) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Roland Wornor
Sollus
Public sector organizations are under increasing scrutiny to demonstrate fiscal accountability, optimize IT expenditures, and achieve transparent resource allocation. This session explores innovative strategies and best practices that government and educational institutions can adopt to enhance IT financial management. With a focus on aligning strategic priorities, managing complex budgets, and addressing compliance requirements, this session provides actionable insights for IT leaders seeking to modernize their financial operations.

In the AI Revolution, Strategic Thinking Can’t Wait (James J. Hill) (AM, CABC, CFM, FPBR, GFM, PMB, TFM)
Mary Rapaport, Chief Xceleration Officer
Xcelerate
his interactive session is for leaders who want to develop their teams and increase their strategic impact as the use and integration of AI continues. As algorithms handle more routine tasks and problem-solving, leaders must ask: How do we redefine the value of human contributions? Your role as a leader has never been clearer to redefine your team’s value by shifting from sheer productivity to strategic thinking and creative problem-solving. You will learn:

• Techniques to help your team develop a more strategic approach to their work
• How AI can help boost innovation, creativity, problem-solving, and smarter decision-making
• The role of leaders in cultivating a culture of strategic thinking
• Techniques for using AI to enhance data analysis and drive impactful decisions
• Ways to leverage AI for effective brainstorming, research, and continuous learning

10:00-10:45a.m.

TBM & FinOps: Maximizing Technology Cost Optimization through Framework Integration (Summit) (AM, CABC, CFM, GFM, PMB, TFM)
Laura Mills, CEO
BeaconPoint
Technology Business Management (TBM) and FinOps are two of the most well-known technology cost optimization frameworks available to IT financial managers today. During this session, the complementary and synergistic relationship between TBM and FinOps will be explored. This presentation highlights how integrating TBM’s total cost of ownership approach paired with FinOps’ operational focus fosters end-to-end visibility and control over technology costs, particularly in cloud environments. Recent TBM Taxonomy updates to further enhance cloud spend transparency and optimization will be discussed. You will leave with actionable insights into building a cohesive and amplified approach to cloud cost optimization.

From Questions to Clarity – An AI Genie for Every Challenge (Promenade Ballroom South) (AM, CABC, CFM, FMBP, FPBR, GFM, ITIL, PMB, TFM)
Thom Bailey, Vice President, Product Marketing
MagicOrange         
ITFM practitioners know the challenges of navigating financial complexity and finding clear answers under pressure. This session explores how AI and advanced tools, including large language models (LLMs), are transforming ITFM. Learn how AI-driven solutions can categorize costs, uncover waste or duplication, and create dynamic, adaptive financial models tailored to your organization’s needs. Join us to share best practices, gain insights, and discuss how AI is shaping the future of ITFM with fellow professionals.

The Five-Step IT Financial Management Journey Map (James J. Hill) AM, CABC, CFM, FMBP, GFM, PMB, TFM)
Timothy Pietro, Vice President
 Rego Consulting
Are you struggling to get leadership buy-in for your IT Financial Management Journey? This session will help tackle one of the most common challenges to IT transformation – CULTURE. This session will cover:

• How to navigate governance and change leadership
• Solutions to common challenges
• Best practices for a successful TBM implementation
• Common talking points for building an ITFM Business Case for Executives

10:45-11:00a.m.

Drop off your name badge at the conference registration desk to enter the drawing for ten (10) winners of free passes to the 2026 ITFMA Conference of your choice. Only personally dropped off badges will be accepted. All attendees will be notified of the ten (10) lucky winners.

11:00a.m.

Hotel Checkout