Planning & Financial Management for IT & Project Managers
Chicago, IL | October 22, 2009
 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.
All corporate member attendees can receive a Certificate of Completion for Continuing Professional Education (CPE) credit.
Call for Speaker/Sponsors:
We are now looking for speaker/sponsors for this seminar. Contact Tina Sieben at 847-837-3900 x2 for information.
Learn How You & a Guest Can Attend This Event for Free
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Agenda |
Event Logistics |
| 1:00-1:15 |
Welcome & Introductions
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 Rates:
- $175 Members w/o tickets
- $295 Nonmembers
- Members May Use Their Bundled Tickets by confirming with Member Services call 847-837-3900 X 4
* LEARN HOW YOU AND A GUEST CAN ATTEND THIS EVENT FOR FREE HERE!
Thursday, October 22, 2009
1:00–5:00 PM
Union League Club
Main Lounge
65 W. Jackson Blvd.
Chicago, IL
Professional Business Casual Attire Required
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| 1:15–1:40 |
Top 10 Budgeting & Project Delivery
Practices Your CFO Would Love
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Irwin Teodoro, Director of
Systems Integration, Laurus
Technologies
Mr. Teodoro leads the team of engineers,
consultants and architects who work with
customers on customized solutions to their
IT challenges. He is responsible for
assessment services, integration of
multi-vendor solutions, and coordination
of professional service projects. Previously
at Laurus, Mr. Teodoro served as Practice
Manager.
He also held professional services
and consulting roles at Sayers, EMC,
StorageTek, and Comdisco.
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| 1:40–2:05 |
Taking a Multi-faceted Approach
to Project Budget and Costs
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Tom Raper,
Subject Matter
Expert,
Compuware
Tom’s 17-plus years of IT consulting and
project experience provide great insight into
successful project management. The majority
of Tom’s career has been based on solutions
extending project accounting solutions. Tom
has been with Compuware over three years
and is focused on solving customer’s needs
using Compuware’s IT Portfolio Management
solution, Changepoint.
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| 2:05-2:30 |
Break
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| 2:30–2:55 |
Improving Your Software & Systems Delivery ROI
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Adam Lyons, Technical Sales
Manager, IBM
Mr. Lyons has been with IBM for five years
and
leads the IBM Rational Technical team
for the
Midwest US, focusing on helping
clients
get better
and more predictable results from
their Software
and Systems development
projects. Prior to this role, Adam was a leader
in the team. Before joining IBM, Mr. Lyons worked
for a Big 5 consultancy in a variety of roles
including
Project Manager, Solution Architect, and Lead
Business Analyst, all of which provided him
insight
to the challenges many organizations face
as they
try tooptimize and justify their IT
investments.
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| 2:55–3:20 |
Enterprise Portfolio & Project
Management:
Approach for Strategic Alignment
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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.
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| 3:20-3:45 |
Break
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| 3:45–4:35 |
Peer Panel Discussion: Planning & Financial Management Best Practices
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Moderator: Mark Friedgan, CIO, CashNetUSA
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Martin Crew, AVP Solutions Delivery,
CNA Insurance
Martin is an IT executive with 18 years
experience in the
Insurance and Banking
Industries He is currently with CNA
Insurance
where he is responsible for
leading application development and
program
management for large projects
in the Claim Space. Previously he was
with
Accenture where he focused on Finance
and Performance Management
consulting
and delivery of several global finance
transformation
programs.
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Mark Friedgan, CIO, CashNetUSA
Mark oversees all technology for CashNetUSA
and manages more than 70 people in six
departments. Previously he served as Senior
Vice President of Research & Development
responsible for the construction of
CashNetUSA’s current software architecture
based around Ruby and Rails. Prior to joining
the company, Mark ran a consulting company
focusing on start-ups and effective technology
in large companies for clients including CDW,
CCC Information Services, Product Animations,
VideoSave and Mountain West Travel.
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Rob Zelinka, Director of Infrastructure,
TTX Company
Mr. Zelinka is responsible for infrastructure and
operations management, support services, and
technology governance practices. He directs
technology strategy and delivers leading edge
infrastructure in support of web-enabled initiatives
that provide TTX with a competitive advantage in
the marketplace. These infrastructure initiatives
have
improved operational efficiencies, provide a
better end user experience, and improve employee support to enable them to do their jobs more
effectively. |
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| 4:35–5:00 |
Meet the Speakers Networking Reception
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