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Evolving Technology Planning and Funding Models

Recommendations that align real-world experiences and challenges for scaling Agile and DevOps practices across the enterprise

Morning Sessions

9:00am: Welcome to the 10th Anniversary of the TBM Council!

A look back at 10 years of TBM leadership and community building.

Speaker:

Ashley Pettit, SVP & CIO, State Farm Insurance

9:10am: TBM for the Modern Enterprise: The Evolution of the Discipline

Introduced more than 10 years ago, Technology Business Management (TBM) was born out of the need for CIOs to have a management system to drive their technology operating strategy. At its core, the TBM discipline gives visibility into technology spend to provide common ground and enable a collaborative partnership across teams for prioritizing resources and achieving business outcomes. In this session, the TBM Council Standards Committee Chair, Atticus Tyson will share how over the past few years TBM has evolved to ensure leaders are able to accelerate digital initiatives, embrace the cloud, and communicate today’s complex technology landscape. TBM enables organizations to frequently and quickly evaluate projects, platforms, and investments to address the needs of the modern enterprise.

Speaker:

Atticus Tysen, SVP Product Development, Chief Information Security & Fraud Prevention Officer, Intuit

9:30am: Executive Discussion: What is Digital Success to you?

Atticus Tyson and Phil Alfano will guide the group through an executive discussion to capture “What is digital success to you?”. Is it how your organization creates new business capabilities? The elimination of legacy processes and systems? Funding innovation? Or all of the above as long as it drives an improved customer experience? Discuss with your table mates, as an overall group, and capture learnings and takeaways to bring back to your own team.

Speakers:

Atticus Tyson, SVP Product Development, Chief Information Security & Fraud Prevention Officer, Intuit
Phil Alfano, Field CTO, Apptio

10:00am: Accelerating TBM Adoption to Achieve Future State Faster

How does a 170-year-old financial institution deliver a new, fully modernized technology strategy while supporting 24×7 service to their customers across a multitude of platforms, including point-of-sale, mobile, and web services? Mike Brady, Nicole Holmes, and Chad Schmidt will share how at Wells Fargo, they are creating a Technology Infrastructure team founded in the TBM discipline and responsible for aligning with internal partners to adopt an automation first approach for accelerating the delivery of services and deploying enhancements at speed. All while remaining compliant, secure, and agile.

Speakers:

Mike Brady, EVP, Technology Infrastructure, Wells Fargo
Nicole Holmes, EVP, CFO for Technology, Wells Fargo
Chad Schmidt, SVP, Technology Finance Modernization, Wells Fargo

10:30am: The Digital Imperative: No Looking Back

It’s been two years since the World Health Organization declared Covid-19 a global pandemic. To re-imagine employee and customer experiences, every company was forced to speed up their shift to digital from multi-year project plans to instead creating, executing, and delivering new business models in a matter of weeks. As we emerge from this crisis, we recognize this shift is not slowing down but exponentially increasing as businesses continue to respond to societal expectations of anytime, anywhere. In this session, Sunny Gupta will share how the companies best positioned to quickly respond to changing market conditions and hyper competition have a holistic view of their technology spend so they can be agile in their investment decisions, use the cloud as a competitive advantage, and align their resources to product delivery models and continuously measure value.

Speaker:

Sunny Gupta, Co-Founder & CEO, Apptio

Afternoon Sessions

12:05pm: Achieving 100% Cloud in 5-Years: The Equifax Journey

Spinning up a cloud-native posture is a desired strategy for many organizations, however few have the time, resources, and budget to achieve 100% public cloud operations. In 2018, Equifax set a 5-year goal to achieve this, striving to provide their customers with faster innovation, more flexible business agility, and stronger cybersecurity. Hear from RJ Hazra, SVP & CFO, Technology on the lessons and successes the Equifax team has found along their journey, and what remains as they cross into their final year of their company-wide digital transformation.

Speaker:

RJ Hazra, SVP & CFO, Technology & Security, Equifax

12:30pm: FinOps & TBM: Maximizing the Value of Every Dollar Spent in the Cloud

The cloud is a significant shift in computing and companies need to get maximum value from it. FinOps is the evolving cloud financial management practice that empowers organizations to track and maximize cloud spend and enable tech, finance, and business teams to collaborate on data-driven spending decisions. In this talk, J.R. Storment, Executive Director of the FinOps Foundation will explore the intersection between TBM and the FinOps practice and the benefits achieved. Session discussion topics include:

Creating a culture of ownership over cloud usage and spend
The most important challenges to tackle for delivering products faster while gaining financial control and predictability
FinOps organization structures in large and small organizations from the State of FinOps 2022 report

Speaker:

- J.R. Storment, Executive Director, FinOps Foundation

12:55pm: TBM as a Catalyst for Product-Based Innovation

In this engaging conversation, executive leaders will share both the challenges and best practices realized on their journey to embrace product-based innovation.

Session discussion topics include:

Achieving results as you shift from a projects-to-products innovation model
Maximizing CIO/CFO partnerships in this new paradigm
Building your innovation strategy around value streams, stable teams, and a high degree of customer centricity

Speakers:

John Wilson, VP, IT Costing & Performance Management, MetLife
Kaarina Bourquin, Director, Strategy & Portfolio Operations & Technology, The Standard
Moderated by Toyan Espeut, Chief Customer Officer, Apptio

1:25pm: Accelerate Hybrid Cloud Transformation in a Modern Enterprise

Session abstract coming soon

Speakers:

- Brendan Kinkade, VP, Build ISV, Technology & Hybrid Cloud, IBM
- Moderated by Phil Alfano, Field CTO, Apptio Foundation

1:55pm: Executing on the Fundamentals of TBM

TBM empowers hundreds of decision makers with the facts they need to execute a digital strategy faster, without bias, and in alignment across business units. This includes technology consumers, service and application owners, LOB CIOs, enterprise PMOs, compliance leaders, budget coordinators, and many more. What are the fundamentals of developing and executing a successful TBM practice? In this session, experienced practitioners will share the lessons and foundations they’ve learned delivering business value for their organizations with TBM.

Session discussion topics include:

Fundamentals of proper support and sponsorship across key stakeholders
Demonstrating how and why TBM is core to strategy and a digital operating model
Developing, educating, and enabling your core team
Implementing or enhancing the necessary TBM processes

Speakers:

- Jeri Koester, CIO, Marshfield Clinic Health System
- Latrise Brissett, Managing Director, Global IT, Accenture
- Leslie Scott, VP & CIO, IT Enterprise Services, Stanley Black & Decker
- Moderated by Jason Byrd, Managing Director, Technology Strategy & Advisory, Accenture

Evolving Technology Planning and Funding Models

Project to Product Transition

Outcome-focused development via agile transformation

Accelerating Cloud Adoption

Drive measurable outcomes with your cloud strategy

Morning Sessions

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Afternoon Sessions

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