IT Planning & Financial Management Best Practices
Chicago, IL | September 26, 2007
In this seminar we'll explore how project managers and top IT executives budget and track key IT projects and assets. Starting with the original budget process and ending with the year end ROI and review. We'll explore top strategies and techniques in the major processes of Budgeting, Portfolio Management, Asset Management, Balanced Scorecards & Project Tracking. Here's what you'll learn at this event:
- Learn from a Keynote Panel of CIO's and Senior Project Managers how they budget & track their IT investment using budgeting & portfolio management processes.
- Top Trends in the Budget Process.
- How IT executives use Portfolio Management to balance investments in their overall portfolio of projects.
- The increasing importance of Asset Management and why top IT executives are increasing their investments in this process.
- Using the Balanced Scorecard Framework for project tracking & measurement.
- Best Practices in IT departments tracking their projects and measuring their ROI.
Call for Sponsors:
Contact Tina Sieben at 847-837-3900, x2 for information about sponsorships.
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Agenda |
Event Logistics |
| 1:00 |
Welcome & Introductions |
$125 Members
$150 Nonmembers
Wednesday, September 26, 2007
1:00–5:15 PM
Union League Club
Main Lounge
65 W. Jackson Blvd.
Chicago, IL
Professional Business Casual Attire Required |
| 1:30–1:55 |
Managing the Growth Portfolio: Financial Tools for IT Managers
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Allan L. Platt,
Adjunct Professor, Communication Systems Strategy & Management Program,
Northwestern University
Mr. Platt
co-teaches Technological Innovation in the Northwestern University Communication Systems Strategy & Management Program. He is a Founding Partner of Clareo Partners.
He is also a business strategist with over 20 years of experience in management consulting, corporate finance, and new venture development. He has led new businesses, both for start-up companies as well as for established corporations.
Mr. Platt worked at Accenture for six years and then joined the mergers and acquisitions team at Salomon Brothers, working with global telecommunications and media companies. He later served as CFO at xtendMedia, Inc. |
| 1:55–2:20 |
Project Portfolio Management & its Role in the Hollistic Solution Required to Manage Today's IT
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Craig A. Peting, PhD, Senior Consultant, CA, Clarity Division, BSO
Craig has more than 40 years of Data Processing, IS, IT, Process Control, QA, QC and real world experience for organizations like USX (Sr Process Control Eng), NKK (IS Staff), Reliance Electric (IT Director), and Holy Cross Health Systems (QA/QC/Strategic Planning Director). For the past 10 years he has been a Senior Consultant for I2, Primavera and CA involved in the development, management and implementation of local and global systems and organizations.
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| 2:20-2:45 |
Break |
| 2:45–3:10 |
10 Ways to Leverage IT Asset Management to Benefit the Bottom Line
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Patrick McRaith, Director of Sales, Eracent
Patrick brings an extensive and successful technology sales background within the Fortune 500. His technology focused career includes extensive knowledge of hardware, software and service markets. He is a Microsoft Certified Software Asset Management Professional focused on both process improvement and utililizing Eracent’s leading technology to cut costs for his customers. He is Director of sales for the US and Canada for Eracent Corporation. |
| 3:10–3:35 |
Strategy & Performance Management through Scorecards
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Michael Ensley, Director Strategy Management Practice, Cognos
Mr. Ensley has been using and designing scorecards for more than 10 years. He leads the Cognos Strategy Management Practice and works with
its marquee clients to develop strategy and performance management systems.
Mr. Ensley received his MBA from Babson College, where he focused on
econometric modeling and predictive analytics.
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| 3:35-4:00 |
Break |
| 4:00–4:50 |
Keynote Panel: IT Planning & Financial Management Best Practices
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Moderator: Glen Kaminski, Solution Strategist, CA
Glen has 10 years of experience in IT asset management, including roles as an asset manager, consultant, and speaker. At CA, Glen combines his technical knowledge of IT asset management tools with his experience as an IT asset manager to design solutions tailored specifically to his customers' business needs. Glen
holds a B.S. in Marketing from the University of Illinois and is a
Certified Software Manager from the SIIA. |
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Scot Berkey, VP, IT Governance, Controls and Financial Planning, Career Education Corporation
Scot has held senior level positions in the Insurance Brokerage, Software Vending, and Technology Consulting industries, and his past professional experience includes global operations and application development roles, client services and contract negotiation, and applied business technology. He holds a B.S. in Computer Science from Northwestern University, and an MBA in Finance and Entrepreneurship from University of Chicago. |
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Robert Karsten,
Vice President, Applications Development,
Hub Group, Inc.
Robert is a Technology Practice Leader with over 15 years of experience
in the technology services industry. He has managed organizations in package software development, custom software, and advanced technology consulting. During his eight-year tenure in consulting, he was involved in teaching project management science and building project based consulting methods. Robert
holds a B.S. in Computer Engineering from the University of Illinois,
Urbana. |
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Lisa Brumbaugh, Vice President – Corporate Project Management, Standard Bank and Trust Co.
Lisa has more than 20 years banking experience in various departments, and most recently
managed Standard Bank and Trust Co.'s acquisition of three banks and core processing conversion to ITI. She also has held management analyst positions at EDS, where she was involved in data center conversions, training, customer service and account management.
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Roger Haden, Vice President Technology Architecture, CNA
Roger provides business and technical strategies focused on helping CNA strengthen its competitive position, increase market share, improve customer satisfaction, and streamline expenses.
He has 25 years of IT business, technical and program/project leadership experience, and most recently led a major US Beverage Manufacturing company in migrating systems and applications to a new data center. This resulted in $6.5 million savings to the client over four years while increasing service levels. Prior to joining CNA, Mr. Haden spent 20 years with EDS and held several account-level CTO roles. |
| 4:50-5:00 |
Closing Remarks |
| 5:00–5:45 |
Meet the Speakers Networking Reception
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