This two-day conference in Orlando, Florida will address challenges in cost containment, IT chargeback models, procurement, and asset management. Industry leaders will share strategies for evaluating total spend, activity-based cost modeling, forecasting billing based on consumption, and optimizing spending decisions. Attendees can benchmark against other professionals and access resources on virtualization approaches and emerging trends.

1. Case Studies, Master-Classes,
January 31 – February 1, 2012 Interactive Panel Discussions
Addressing YOUR
Orlando, Florida Biggest Challenges;
BOOK NOW!!!
Cost Containment Methods, IT Chargeback Models and
IT Procurement & Asset Management Strategies
ww w. f i n a n c i a l m g m t i t . co m
Benchmark your strategies against experienced Key Take Away’s Include:
professionals including:
• Cost containment processes – Evaluate
Andrew Muras, Patti Layne quality of service and total spend on
Senior Manager Director, Project Support
internal costs
BAE Systems and Coordination Services
MD Anderson Cancer • Activity based models for IT
Howard Cohen Center management – Multidimensional tools for
IT Finance Manager Mindy Wertheimer your IT infrastructure
New York Life Supervisor,
IS Fiscal Operations • IT chargebacks – Forecast unit & monthly
Lance Freedman, MD Anderson Cancer billing based on consumption
IT Strategy & Center
Transformation, Strategy • IT asset & procurement strategies – Best
Lead, Linda McCray practices to optimize spending decisions
Lockheed Martin Director Information
Enterprise Operations Technology Finance • Virtualization models – Evaluate the
ADVENTIST HEALTH viability and longevity of such models
William Paraska
Laura McCanlies • Emerging trends in IT financial
Director of Business
IT Business Solutions management – Look at operational
Support Services (IS&T) Manager changes and how you will be impacted
Georgia State University TOKYO ELECTRON
Eric Miller Charlie Tuma
CIO Finance Manager
ERIE 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 Centers
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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 5,000
Sponsorship and Exhibition Opportunities high-level executives
annually. Our comprehensive
Event sponsorship is an excellent opportunity for your company to showcase its products
face-to-face and online
and services to senior level, targeted decision makers attending the Financial Management
for 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 you
of event sponsorships – all of which are tailored to assist your organization in creating a can discuss the issues most
platform 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.com
contact Kimberly Sun at (212) 885 2662 or Kimberly.Sun@iqpc.com.
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3. MAIN CONFERENCE DAY 1
Tuesday, January 31, 2012
8:15 REGISTRATION AND COFFEE 1:30 MASTERCLASS: IMPLEMENTING A COST
ALLOCATION AND CHARGEBACK STRATEGY
9:00 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 study
9:15 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 and
10:00 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 proven
10:45 MORNING NETWORKING AND methods for keeping allocations synchronized with
REFRESHMENT BREAK business needs and ensuring business value results.
• Develop business IT initiative alignment metrics
11:30 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 1
12:15 NETWORKING LUNCHEON
www.financialmgmtit.com | info@iqpc.com | 1-800-882-8684 3

4. MAIN CONFERENCE DAY 2
Wednesday, February 1, 2012
8:15 REGISTRATION AND COFFEE
1:30 MOVING TOWARDS AN ITIL FINANCIAL
9:00 CHAIRPERSON’S WELCOME AND MANAGEMENT FRAMEWORK
OPENING REMARKS • The Budget Planning Methodology
• Retraining the IT Staff
UNDERSTANDING VARIOUS CHARGEBACK MODELS AND • Refining the catalog and forecast of sales
IMPLEMENTING THEM INTO YOUR BUSINESS • Initial experience with record and reporting
actuals
9:15 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 CYCLE
10:45 MORNING NETWORKING AND • Scrutinizing data analysis regarding
REFRESHMENT BREAK investments made to expedite IT process,
pinpointing any deviations or changes in
11:30 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 Operations
12:15 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 GROUP
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