Planning & Financial Management for
IT & Project Managers
Chicago, IL | September 25, 2008
 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:
We are now looking for sponsors for this seminar. Contact Tina Sieben at 847-837-3900 x2 for information.
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Agenda |
Event Logistics |
| 1:00 |
Welcome & Introductions |
 Early Bird Rates through Sep 12
$125 Members
$150 Nonmembers
Regular Rates start Sep 13
$150 Members
$175 Nonmembers
September 25, 2008
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 |
Mapping and Identifying IT Financial, Operational and Architectural Opportunities
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William Boll, President & CEO, Scenario Systems Corporation William is the Co-founder and Chief Executive Officer of Scenario Systems International and also serves on it’s Board of Directors. He has over 25 years of global industry leadership in the IT management area and has consulted extensively in the use of expert systems, and systems automation. Mr. Boll has frequently presented to international audiences, and is also a published author in the field of Business Continuity. |
| 1:55–2:20 |
Effective ROI Management |
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Kent Lefner, Senior Manager, Technology and Security Risk Services (TSRS), Ernst & Young
Kent has over 16 years of business experience with nine years dedicated to all facets of Management Information Services, including systems design, development and quality assurance, project management, IT organization management, technology strategy, process engineering and IT operations. He specializes in financial services industry groups with emphasis on insurance, credit, investments, and mortgage. He has been involved in architecting and delivering large-scale e-commerce application systems, software development, and IT process improvement and quality assurance.
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| 2:20-2:45 |
Break |
| 2:45–3:10 |
Case Study: How SunTrust Banks Provides the Business
Visibility and Control over IT Spending
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Javier Sloninsky, CEO, EcoSys
Javier is Co-founder of EcoSys, a technology provider
specializing in financial performance management software solutions and
best practices for organizations focused on better managing projects and
operations.
Javier has worked with IT finance leaders and PMOs to assess and improve
financial performance management practices at large organizations
including SunTrust Banks, Guardian Insurance, Northrop Grumman, and the
Federal Aviation Administration. With 16 years of IT and software
industry experience, Javier has played key management, consulting, and
software design roles. |
| 3:10–3:35 |
Case Study: How to Apply PMI's Portfolio Management Standard
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Brian Donovan, Portfolio Manager, Abbott Laboratories
Sponsored by CA
Brian has 15 years leadership experience in the military, IT consulting and at Abbott as a project, program and portfolio manager. During four years in manufacturing, Brian created then deployed Business Excellence programs that achieved multi-million dollar savings and led portfolio governance, where his site recently implemented CA's Clarity system for resource and project portfolio management. Prior to Abbott, Brian was a software implementation consultant for the pharmaceutical / medical device industry after several years as a US Army officer. |
| 3:35-4:00 |
Break |
| 4:00–4:50 |
Keynote Panel
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Moderator: Gaylord Wahl, Senior Associate, Point B
Wahl is a seasoned professional with over 25 years of leadership experience managing top revenue producing projects across a broad spectrum of industries. Gaylord currently serves as Point B’s Knowledge Leader for PMO/Project Portfolio Management and specializes in services related to PMO development/enhancement and PPM. His background includes skills in business strategy, technology, finance, and program management. Prior to Point B, Gaylord held positions at drugstore.com, Getty Images, and Hewlett-Packard. |
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Abhinav Dhar, CIO,
TravelCLICK
As Chief Information Officer, Abhi directs TravelCLICK’s technology strategy and application development and manages its enterprise infrastructure. Abhi is a seasoned IT executive experienced in travel distribution technology and ecommerce systems, with a specialty in software development, IT management, and rapid development strategies.
Before joining TravelCLICK, he served as Applications Chief Technology Officer (CTO) in the Galileo Americas organization within Travelport, responsible for the application architecture of its GDS platform. |
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Steve Seaney,
Navteq
As the manager of Navteq’s global metrics and system group, Steve leads a global team responsible for defining and institutionalizing project management, resource management, and metrics processes. With over 15 years of experience managing complex projects and diverse teams in the technology and automotive industries, Steve’s most recent focus has been architecting and deploying CA Clarity across Navteq’s Map Division. Prior to joining Navteq, Steve was a product manager with Motorola’s cell phone division and a system engineer with Caterpillar. |
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Aleks Buterman, Head of Technology Strategy & Planning, Lincoln Financial Group
Aleks leads Technology Strategy & Planning within Lincoln Financial Group’s Enterprise Architecture, where he is responsible for determining technology strategy and delivering common technology components to support adoption. He previously served as the Chief Architect for Lincoln’s Employer Markets Division, where he led a strategic effort to merge multiple business entities with service-oriented architecture approach. Prior to Lincoln, Aleks held positions at Caremark, Dean Witter/Discover Financial Services, and Allstate Insurance. |
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Glen Kaminski, Sr. Solution Consultant, Digital Fuel
Glen has an extensive background in service management and asset management, specializing in solutions to address the “business side” of IT. He has worked for over 15 years in aligning and implementing technology-based solutions to enterprises and solution providers to improve the effectiveness of their IT business and service operations. Glen has a diverse background in IT finance, procurement, consulting, and technology. Prior to joining Digital Fuel Technologies, he has held various consultative positions with Lontra and CA, focused on IT and asset management.
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| 4:50-5:00 |
Closing Remarks |
| 5:00–5:45 |
Meet the Speakers Networking Reception
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