Financial Management For It Services Brochure

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Financial Management For It Services Brochure

  1. 1. Case Studies, Master-Classes,January 31 – February 1, 2012 Interactive Panel Discussions Addressing YOUROrlando, Florida Biggest Challenges; BOOK NOW!!!Cost Containment Methods, IT Chargeback Models andIT Procurement & Asset Management Strategies ww w. f i n a n c i a l m g m t i t . co mBenchmark your strategies against experienced Key Take Away’s Include:professionals including: • Cost containment processes – EvaluateAndrew Muras, Patti Layne quality of service and total spend onSenior Manager Director, Project Support internal costsBAE Systems and Coordination Services MD Anderson Cancer • Activity based models for ITHoward Cohen Center management – Multidimensional tools forIT Finance Manager Mindy Wertheimer your IT infrastructureNew York Life Supervisor, IS Fiscal Operations • IT chargebacks – Forecast unit & monthlyLance Freedman, MD Anderson Cancer billing based on consumptionIT Strategy & CenterTransformation, Strategy • IT asset & procurement strategies – BestLead, Linda McCray practices to optimize spending decisionsLockheed Martin Director InformationEnterprise Operations Technology Finance • Virtualization models – Evaluate the ADVENTIST HEALTH viability and longevity of such modelsWilliam Paraska Laura McCanlies • Emerging trends in IT financialDirector of Business IT Business Solutions management – Look at operationalSupport Services (IS&T) Manager changes and how you will be impactedGeorgia State University TOKYO ELECTRONEric Miller Charlie TumaCIO Finance ManagerERIE INSURANCE GROUP CIGNA Visit www.financialmgmit.com for the latest resources including past attendee list, whitepapers, speaker interviews, and For your benefit workshops and presentations. All content is free, available 24/7 and new content is added regularly. If case studies have been incorporated as you have something you would like to contribute to part of the main agenda so you the Resource Center, email Ashley.Rowe@iqpc.com. can maximize your learning.Media Partners: Researched & Developed by Technology Evaluation CentersBOOK NOW | www.financialmgmtit.com | info@iqpc.com | 1-800-882-8684
  2. 2. Bring business cards because you’ll be networking with Vice Presidents, Directors, Managers, Analysts and Controllers responsible for: Dear Colleague, • IT Finance and Accounting With IT services being such a major component of business expenses, it is • IT Support Services imperative to find the true value of IT costs to increase operational efficiency • IT Business Services and improve your company’s revenue. IQPC’s Financial Management • IT Asset Management for IT Services conference was developed to help you solve your biggest challenges while also building your knowledge of where the industry is • IT project heading. Key areas of discussion will be on understanding the limitations Management of IT resources, enhancing technology integration, building greater • Budget and Expense accountability for results. Management • Applications and This January is your best chance to access the vital information you are Support seeking from industry leaders who have already implemented important • Contracts and Vendor changes and have seen the benefits. We will investigate techniques for cost Management allocation strategies, develop effective chargeback models and analyze how • Operational Services procurement and asset management strategies can allow IT to run like a business. Few can argue that the demand for IT services increases exponentially yet we know you are being forced to do more with less. Therefore, it is imperative that you join us and other senior IT Finance experts and take advantage of the networking and benchmarking opportunities presented. I look forward to meeting you in January. About the Organizer am of P.S. Bring a te colleagues and Emil Shteinberg save $$$ Finance IQ, a division of Program Director IQPC, provides news and IQPC (see page 6). strategic events across Europe, Asia, the US and the Middle East every year, educating almost 5,000Sponsorship and Exhibition Opportunities high-level executives annually. Our comprehensiveEvent sponsorship is an excellent opportunity for your company to showcase its products face-to-face and onlineand services to senior level, targeted decision makers attending the Financial Managementfor IT Services Conference. IQPC and Finance IQ help companies like yours achieve events provide an unbiased,important sales, marketing and branding objectives by setting aside a limited number specialist forum where youof event sponsorships – all of which are tailored to assist your organization in creating a can discuss the issues mostplatform to maximize its exposure at the event. important to you.For more information on sponsoring or exhibiting at this or upcoming events, please www.finance-iq.comcontact Kimberly Sun at (212) 885 2662 or Kimberly.Sun@iqpc.com.2 www.financialmgmtit.com | info@iqpc.com | 1-800-882-8684
  3. 3. MAIN CONFERENCE DAY 1Tuesday, January 31, 20128:15 REGISTRATION AND COFFEE 1:30 MASTERCLASS: IMPLEMENTING A COST ALLOCATION AND CHARGEBACK STRATEGY9:00 CHAIRPERSON’S WELCOME AND Learn best practice techniques that will allow OPENING REMARKS you to link services, costs, value analysis, process improvements and metrics in an integrated ENSURING IT COSTS ARE TRANSPARENT TO SHOW approach that can be completed within a few weeks. THE VALUE BEING DELIVERED BY IT SERVICES What you will learn: • A hands-on approach featuring case study9:15 CASE STUDY: CIO PERSPECTIVE IN USING exercises and free software tools for practical INVESTMENT BASED BUDGETING VS. experience CHARGEBACKS • To use the foundations of excellence and fast • Examining the overall structure of budget vs. track integrated frameworks – ‘back to basics’ actual costs techniques and templates for generating quick • Understanding the process of how you define results. products and services for each approach • Lessons learned for implementation and • Defining the challenges and benefits as it improving ongoing relationships with applies to the cost model management, clients and customers Eric Miller How will you benefit: CIO • Capitalize on a cost allocation and chargeback ERIE INSURANCE GROUP strategy to ensure data is accurate • Learn necessary steps for cost allocation and10:00 UNCOVERING THE NEWEST DEVELOPMENTS IN chargeback implementation IT FINANCE • Understand cost allocation and chargeback • Outlining the impact of componentization, principles for continuous improvement application, and the expansion of mobile Andrew Muras devices Senior Manager • Looking at virtualization licenses, maintenance, BAE SYSTEMS and support associated with SAM • Developing new strategies to provide accurate 3:30 AFTERNOON NETWORKING AND and cost effective stewardship of IT assets and REFRESHMENT BREAK resources • Analyzing the projections to see what is in store 4:15 THE FINANCIAL AND BUSINESS GOVERNANCE for IT Financial Management in the upcoming OF IT INITIATIVES years Financial management frequently fails to avert Howard Cohen variance surprises in new, emerging, and shorter- IT Finance Manger term IT investments. Business needs of these types NEW YORK LIFE of IT usually firm up only after budget is allocated and work has begun. This session covers proven10:45 MORNING NETWORKING AND methods for keeping allocations synchronized with REFRESHMENT BREAK business needs and ensuring business value results. • Develop business IT initiative alignment metrics11:30 PANEL DISCUSSION: UNDERSTANDING THE that link overhead, capital, and resource CULTURAL DYNAMIC BETWEEN FINANCE AND allocations with IT projects tied to discrete IT DEPARTMENTS business priorities • Providing the correct guidelines to help IT • Receive communication tools to power decisive messages be carried out to Financial Managers actions among business, finance, and • Explaining how to overcome cultural changes technology leaders focused on the delivered within an organization business value of IT initiatives • Incorporating IT-Finance Specific reference • Learn a unique process for converging on the materials that will add value to the company’s right crucial actions to satisfy evolving business objectives needs through agile IT initiative budgeting and Laura McCanlies execution IT Business Solutions Manager Lance Freedman TOKYO ELECTRON IT Strategy & Transformation, Strategy Lead Charlie Tuma LOCKHEED MARTIN ENTERPRISE OPERATIONS Finance Manager CIGNA 5:00 END OF MAIN CONFERENCE DAY 112:15 NETWORKING LUNCHEONwww.financialmgmtit.com | info@iqpc.com | 1-800-882-8684 3
  4. 4. MAIN CONFERENCE DAY 2Wednesday, February 1, 20128:15 REGISTRATION AND COFFEE 1:30 MOVING TOWARDS AN ITIL FINANCIAL9:00 CHAIRPERSON’S WELCOME AND MANAGEMENT FRAMEWORK OPENING REMARKS • The Budget Planning Methodology • Retraining the IT StaffUNDERSTANDING VARIOUS CHARGEBACK MODELS AND • Refining the catalog and forecast of sales IMPLEMENTING THEM INTO YOUR BUSINESS • Initial experience with record and reporting actuals9:15 MASTERCLASS: MASTERING FINANCIAL William Paraska MANAGEMENT OF IT: TRANSFORMATIVE Director of Business Support Services (IS&T) BUSINESS VALUE RESULTS GEORGIA STATE UNIVERSITY Misaligned investments and disconnected results form the number one threat to businesses. 2:15 AFTERNOON NETWORKING AND Coupling strategic imperatives and business value REFRESHMENT BREAK success criteria elevates IT financial management and achieves breakthrough decision-making 3:00 IMPLEMENTING A COST ALLOCATION AND capabilities. This presentation will overview the CHARGEBACK STRATEGY award-winning innovations Lockheed Martin • Encouraging IT organizations to increase is applying to shape the future of IT financial visibility through service catalogs and costing management for direct business value. chargebacks • Connect business success criteria, IT • Linking services, costs, value analysis, process performance, and IT allocations for decision- improvements and metrics making • Outlining lessons learned for implementation • Allocate IT resources to propel change for and improving ongoing relationships with business results management, clients and customers • Increase transparency in financial management Andrew Muras of IT Senior Manager Lance Freedman BAE SYSTEMS IT Strategy & Transformation, Strategy Lead LOCKHEED MARTIN ENTERPRISE OPERATIONS 3:45 ANALYZING FINANCIAL GOVERNANCE FOR THE IT INVESTMENT LIFE CYCLE10:45 MORNING NETWORKING AND • Scrutinizing data analysis regarding REFRESHMENT BREAK investments made to expedite IT process, pinpointing any deviations or changes in11:30 BEST PRACTICE STRATEGIES IN THE COST forecasts CONTAINMENT PROCESS • Supporting companies in gathering, tracking, • Improving communication between IT and managing requirements for performance departments to maximize cost reduction testing efforts • Demonstrating accurate cost visibility in IT to • Delivering Real Time Enterprise Reporting to drive better alignment uncover the fallacies when it comes to • Identifying business applications that are examining your IT Investment overrunning budget Patti Layne Linda McCray Director, Project Support and Coordination Services Director Information Technology Finance MD Anderson Cancer Center ADVENTIST HEALTH Mindy Wertheimer Supervisor, IS Fiscal Operations12:15 NETWORKING LUNCHEON MD Anderson Cancer Center 4.30 END OF CONFERENCE “It is important to attend the conference to appreciate the future direction of IT Finance. Nowadays the business environment requires the most up-to-date technology while keeping the IT costs low. How can you define your business strategies in such a dynamic and interesting time and what is your value proposition for the future!” – Jason Livingstone, Thomas Business Manager Operations & Technology, CITI GROUP4 www.financialmgmtit.com | info@iqpc.com | 1-800-882-8684
  5. 5. Media Partners: 5 EASY WAYS TO REGISTER NOW! Web: www.financialmgmtit.com Email: info@iqpc.com Phone: 1-800-882-8684 Technology Fax: 646-378-6025, 24 hours a day Evaluation Centers Mail: IQPC, 535 5th Avenue, 8th Floor Industry Pricing Register by Register by Standard New York, NY 10017 12/09/11 1/06/11 MAKE CHECKS PAYABLE TO: IQPC Conference Only $1,199 1,599 1,799 A $99 processing charge will be assessed to all registrations not Save $600 Save $200 accompanied by credit card payment at the time of registration. Vendor Pricing Register by Register by Standard * CT residents or people employed in the state of CT must add 6% sales tax. 12/09/11 1/06/11 Details for making payment via EFT or wire transfer: JPMorgan Chase Conference Only $2,199 $2,599 $3,799 Save $1,600 Save $1,200 Penton Learning Systems LLC dba IQPC: 957-097239 ABA/Routing #: 021000021 Reference: Please include the name of the attendee(s) and the eventA $99 processing charge will be assessed to all registrations not number: 20885.001accompanied by credit card payment at the time of registration. Payment Policy: Payment is due in full at the time of registration and includes lunches and refreshments. Your registration will not be confirmed until payment is received and may be subject toTeam Discounts+ cancellation. For IQPC’s Cancellation, Postponement and Substitution Policy, please visit www.iqpc.com/cancellation Number of Attendees: Savings of: 3 to 4 10% Special Dietary Needs: If you have a dietary restriction, please contact 5 or more 15% Customer Service at 1-800-882-8684 to discuss your specific needs.+ Discounts apply to registrations submitted together, at the same time. Location and Lodging Information: As soon as a specific venue is Cannot be combined with any other discount. confirmed we will post the information online. If you would like to be notified via email as soon as the information becomes available please email info@iqpc.com with the following in the subject line:Location & Lodging Information 13th Contract Manufacturing for Pharmaceuticals and Biotech VenueThe event will be held in Orlando, Florida. As soon as a specific venue Information.is confirmed we will post the information online. If you would like to be ©2011 IQPC. All Rights Reserved. The format, design, contentnotified via email as soon as the information becomes available please and arrangement of this brochure constitute a trademark of IQPC.email Ashley.Rowe@iqpc.com with the following in the subject line: Unauthorized reproduction will be actionable under the Lanham ActFinancial Mgmt for IT Venue Request and common law principles.PLEASE REGISTER ME FOR:q CONFERENCE ONLYName _______________________________________________________________________________________________Job Title_____ _________________________________________________________________________________________Organization___________________________________________________________________________________________Address____________________________________________________________________________________________City______________________________________________State/Province_______Country_________Zip/PostalCode________________Phone__________________________________________Fax_________________________________________________E-Mail_____________________________________________________________________________________________Approving Manager__________ ___________________________________________________________________________q Please keep me informed via email about this and other related events.q Check enclosed for $______________(Payable in US Dollars to IQPC)Please charge my: q AmEx q Visa q MasterCard q DiscoverCard #______________________________________________________ Exp Date:_______/________CVM Code:________q I cannot attend, but please keep me informed of all future events.Event #20885.001www.financialmgmtit.com | info@iqpc.com | 1-800-882-8684 5

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