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Board of Directors Invitational 2026

The High-Performance Executive: TBM as the Business Operating System

May 11-12, 2026
The Phoenician | Scottsdale, AZ
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The era of incremental savings is over. As technology investment grows, leaders must demonstrate clear business outcomes. In the age of AI, success requires a holistic view of the intersection between technology and the customer.

Leading executives use TBM to align technology, business, and finance, transforming IT into a competitive engine. They are now applying TBM to accelerate AI strategies and ensure the right investments at the right time.

Join us at the Phoenician Resort in Scottsdale to explore how world-class companies win with TBM and AI. Topics include:

  • Fund the Future: Reallocate capital from legacy debt to high-impact AI initiatives.
  • Accelerate Maturity: Use “State of TBM” insights to uplevel your discipline and deliver value faster.
  • Drive Strategic Velocity: Rapidly model portfolio pivots, turning months of budgeting into minutes of high-value decision-making.
  • Change How You Work: Navigate the human impacts of AI to maximize opportunity while maintaining trust.

To ensure a high-level peer-to-peer exchange, attendance is curated for VP-level executives and above. If you would like to inquire about eligibility or request an invitation, please contact us at info@tbmcouncil.org.

Agenda

Monday, May 11

Camelback Ballroom L Foyer (First Floor / Conference Level)

Registration will be open prior to the Welcome Reception. Please stop by to pick up your badge before joining the evening events. 

Private Meeting: TBM Council Board of Directors

An Elegant Evening at The Phoenician Get to know your fellow TBM Council executives starting with an evening cocktail reception, followed by a seated dinner.

6:00 PM – 7:00 PM | Reception Thirsty Camel Tea Room

7:00 PM – 9:00 PM | Seated Dinner Salon and Patio

Tuesday, May 12

Start your morning with a networking breakfast before the opening keynote.

Breakfast Camelback Ballroom MN

Registration Camelback Ballroom L

Note: These rooms are directly adjacent to each other. Feel free to pick up your badge before or after breakfast.

TBM: Your Operating System for Technology Success

Matthew Guarini, Executive Director, TBM Council

An introduction to how TBM has evolved from a financial discipline into the essential operating system for modern, high-performance technology organizations.

Learning from the Board: Facing Today’s Challenges

Laura Walsh, CEO, Culligan

Tahir Yaqub, Partner & Portfolio CTO, Global Infrastructure Partners, a part of BlackRock

David Parry, TD Bank, VP, Head of Business Assurance, U.S. Technology

Personal insights from TBM Council Board members on navigating macro-economic shifts and the strategic priorities keeping global tech leaders up at night.

The CIO in the Age of AI: Leading & Succeeding

Martha Heller, CEO, Heller, Inc.

A breakdown of the winning CIO profile and how top executives are partnering with their peers to move beyond the AI hype and deliver tangible business wins.

How is Your Relationship With Claude: Lessons Learned from AI Code Gen

Phil Alfano, Field CTO, Apptio, an IBM Company

As next-generation developer tools disrupt software development, we want to know how TBM Board members are using platforms like Claude, Cursor, Gemini, and Copilot to automate IT operations, where they fall short, and how teams handle funding when projects blow through a year’s worth of tokens by spring.

From Tokens to Pricing: Operationalizing AI Chargeback & Cost Recovery

Steven Hall, Chief AI Officer, ISG

Kathy Rudy, Chief Data and Analytics Officer, ISG

A practical session on the realities of AI production, covering token consumption, infrastructure management, and building transparent chargeback models for sustainable scaling.

The Interconnected Enterprise: Expertise & Autonomous Execution

Karen Butner, Global AI and Digital Research Leader, IBM

A look at how “Interconnected Enterprises” use agentic AI to automate decisions across workflows, turning technology investments into measurable financial impact.

TBM Is Evolving – Fast – Is Your Organization Keeping Up?

Larry Godec, Strategic Advisor at LWG, Emeritus TBMC Chairman of the Board, and Former CIO First American

Lisa Lyman, VP, Head of Enterprise Technology and Value Acceleration, Cprime

Jeff Blomker, MD, Tech Strategy & Advisory, Maryville

Ravi Kuppan, CEO, Yarken

Frank Mackris, MD, PwC

Break down how organizations are keeping pace with the rapidly shifting TBM market as AI, emerging domains, and rising expectations reshape talent profiles, deployment approaches, and cross-discipline practices.

Camelback Ballroom MN, The Phoenician

Recharge and connect with fellow executive leaders over a curated lunch.

Unlocking Enterprise Speed & Innovation: Value-Driven Ways of Working

Jamie Christoforou, VP, Technology Business Enablement, American Express

A case study on evolving from cost transparency to a value-driven model that connects technology investments directly to measurable business outcomes through continuous planning.

The New Operating System: Intentional Deployment of Agentic AI

John Wilson, SVP Digital Product Management, TBM Council Standards Committee

A structured approach to moving beyond experimentation by aligning Agentic AI with value streams while maintaining essential risk discipline and human-in-the-loop design.

A Two-Way Street: What Your Board Wants to Know & What You Need to Tell Them

Zahid Arain, General Manager APCA, TBM Council

Martha Heller, CEO, Heller, Inc.

Brian Bell, Vice President, Strategy & Planning, Church & Dwight Co., Inc.

Bharat Amin, Board of Trustees – The Aerospace Corp.

An exploration of the specific metrics, narratives, & outcomes that truly resonate with Board Directors when evaluating technology strategy and enterprise ROI.

Group Exercise: Sharing Insights on the AI Agenda

Group Interactive Exercise: A dynamic, interactive session where attendees engage with peers to benchmark AI progress, share roadblocks, and crowdsource solutions to pressing deployment challenges.

What Top-Performing TBM Organizations Do Differently

Justin Mann, Head of Research & Standards, TBM Council

An analysis of the latest State of TBM research to uncover the specific habits and high-maturity practices that separate top performers from the rest of the market.

What’s Next from TBM Council?

Matthew Guarini, Executive Director, TBM Council

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Departures in the evening or next day. Agenda subject to change.

Details

Approved attendees will be provided:​

  • One night stay at the Phoenician (May 11) – this does not include incidentals. Additional nights will be at your own expense.​
  • Dinner on Monday, May 11 and all meals on Tuesday, May 12

Guests

We encourage you to bring your spouse or partner and they are welcome to join the evening events on both Monday and Tuesday. If you’d like to come earlier and enjoy the Phoenician resort, we are happy to help with those arrangements. Please note – additional nights will be at your own expense.

Notes for Travel

  • Recommended arrival: Monday, May 11, morning-early afternoon
  • Recommended departure: Tuesday, May 12, evening departure
*All international travelers must carry acceptable identification and a valid visa (if necessary) when entering the US. A passport is recommended because it is the only reliable and universally-accepted travel and identification document for the purpose of international travel.
Register now
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“The Invitational provides a terrific opportunity to collaborate with peers who have faced similar challenges where you can walk away with fresh ideas and solutions that can be rapidly adopted for your own organization.”

-EVP, Fortune 100 Financial Services Company

2026 Speakers

Jamie Christoforou
VP, Technology Business Enablement
American Express
Laura Walsh
Chair, TBM Council
CIO
Culligan
Matt Guarini
Matthew Guarini
Executive Director
TBM Council
Martha Heller
CEO
Heller
Bharat Amin
Board of Trustees
The Aerospace Corp.
Brian Bell
VP, Strategy & Planning
Church & Dwight Co., Inc.
David Parry
VP, Head of Business Assurance, U.S. Technology
TD Bank
Frank Mackris
Managing Director
Pwc
Jack Bischof
General Manager EMEA
TBM Council
Jeff Blomker
MD, Tech Strategy & Advisory
Maryville
John Wilson
SVP, Digital Product Management
TBM Standards Member
Justin Mann
Head of Research & Standards
TBM Council
Karen Butner
Global AI & Digital Research
IBM
Kathy Rudy
Chief Data & Analytics Officer
ISG
Larry Godec
Strategic Advisor at LWG, Former CIO American Title
Pwc
Lisa Lyman
VP, Head of Enterprise Technology & Value Acceleration
Cprime
Phil Alfano
Field CTO
Apptio, an IBM Company
Ravi Kuppan
CEO
Yarken
Steven Hall
Chief AI Officer
Information Services Group
Tahir Yaqub
Partner & Portfolio CTO
Global Infrastructure Partners, a part of BlackRock
Zahid Arain
General Manager APAC
TBM Council

Sponsored by:

The Phoenician

6000 East Camelback Road, Scottsdale, AZ

Closest Airports:

  • Phoenix Sky Harbor International Airport: ~9 miles
  • Scottsdale Airport: ~9 miles
Register now

Red Hat built the world’s largest enterprise open-source software company, growing into a multi-billion-dollar firm before being acquired by IBM Corp. This open-source heritage often placed the value of technology in the product and engineering realm rather than with IT. Thus, not surprisingly, Red Hat’s TBM journey started with a new CFO wanting to know why IT costs were so high. Through the TBM framework and discipline, Red Hat IT successfully delivered cost transparency of all IT spend and then became a model for technology spend planning and forecasting. The IT team added the FinOps discipline to its capabilities and is now managing a broad hybrid cloud portfolio. However, TBM and FinOps have remained in the realm of IT only, until now. Red Hat’s current CIO, Jim Palermo, is driving TBM, FinOps, and Enterprise Agile Management across the company based on IT’s success and through the lens of value stream management. in this session, Jim will walk through Red Hat’s TBM journey and its current transformation to an operational business architecture framework built on value streams aligned to business outcomes.

Speaker:

  • Jim Palermo, VP, CIO, Red Hat

When the team at Tenet Healthcare made the decision to move towards a model that provided more accurate financial transparency, they looked to TBM practices and solutions. Join Paola Arbour, EVP and CIO at Tenet healthcare as she answers the question “why TBM?”, including what Tenet was trying to solve with the TBM Taxonomy, the effectiveness of their KPIs, and how building support and momentum across the entire company was critical to their successful TBM adoption. In this session, Paola will also share how Tenet continues to evolve their use of TBM, including for mergers, acquisitions, and divestiture activity, as well as segmenting cost structures.

Speaker:

  • Paola Arbour, EVP & CIO, Tenet Healthcare

Data driven decision making has been a key to longevity and delivering best in class service to State Farm’s customers over the past 100 years. Recently, State Farm decided to use a managed services company for the day-to-day support of their Infrastructure Services. Today’s technology leaders need to be able to make real-time, informed decisions to help ensure technology investments are meeting their customer’s needs, while continuing to support company long-term goals. Ashley Pettit, SVP & CIO at State Farm, will be joined by Randy McBeath, Enterprise Technology Executive, and Andy Moore, Technology Director, and together they will share how TBM aided in State Farm’s analysis and decision to move to a managed service provider.

Speakers:

  • Ashley Pettit, SVP & CIO, State Farm Insurance
  • Andy Moore, Technology Director, State Farm Insurance
  • Randy McBeath, Enterprise Technology Executive, State Farm Insurance

There is fast evolution occurring in the overall technology spend and value management market, with the advancements of cloud, Kubernetes, AI/ML, and other innovations. At the same time, we are seeing vast changes in the roles of the CIO, CFO, and business/digital leadership. In addition, TBM is intersecting with other disciplines and frameworks, such as Cloud FinOps, Agile engineering, and portfolio resource management. How is this affecting the TBM discipline, the TBM Council, and Apptio? For one, TBM is moving down market, becoming more accessible to all sizes and maturity of organizations, with easier ways to get started and a faster time to value. Cloud FinOps, meanwhile, is advancing and adding capabilities previously in TBM to the cloud cost management space. Join Apptio CEO Sunny Gupta as he explores the evolving TBM landscape and how he believes it will bring even greater opportunity and value to organizations worldwide.

Speaker:

  • Sunny Gupta, Co-Founder & CEO, Apptio

In today’s challenging economic times it is critical that CFOs, CIOs, and CTOs speak the same language when it comes to the value of technology spend. Having a single source of truth that everyone can feel confident in, track progress continuously throughout the year with shared insights, and analyzing options for resourcing and funding in order to reduce waste is where TBM deepens their partnership. In this discussion, join members of the TBM Council Board of Directors as they discuss the pivotal conversations and steps taken to collectively adopt TBM practices across the organization, including responding to naysayers and gaining allies.

Panelists:

  • George Maddaloni, EVP, CTO, Operations, Mastercard
  • Laura Walsh, CIO, Smithfield Foods
  • RJ Hazra, SVP & CFO, Technology & Security, Equifax
  • Moderated by Chad Doiran, Managing Director, Tech. Strategy & Advisory, Accenture

Fumbi Chima has led technology teams across multiple organizations throughout her esteemed career, including retail, manufacturing, media, and financial services. As a turnaround and high growth leader, Fumbi has leveraged TBM as a foundational practice to bring repeatable processes, purchasing guidelines, and cost/resource savings. Now at Boeing Employe Credit Union (BECU) serving more than 1.2 million members, Fumbi is driving their digital transformation with a clear vision and strategy to optimize their public-cloud with TBM and Cloud-FinOps, adopt a product model, and set the groundwork for future innovation and growth. Join Fumbi and Larry Blasko, President, Field Operations at Apptio, as they discuss the lessons Fumbi has learned along her TBM journey, and where this transformation leader sees the evolution of TBM taking the Technology industry.

Speakers:

  • Fumbi Chima, Chief Technology & Transformation Officer, BECU
  • Larry Blasko, President, Field Operations, Apptio

Technology leaders have a unique opportunity to transform their organizations into environmental champions with sustainable business practices. In this session, Neal Ramasamy, CIO at Cognizant and Phil Alfano, Field CTO at Apptio will share how TBM can be leveraged to achieve comprehensive visibility into real-time data-driven tracking to ensure company goals and actions are being met to achieve a sustainable future.

Speakers:

  • Neal Ramasamy, CIO, Cognizant
  • Phil Alfano, Field CTO, Apptio

For McGraw Hill, having a transparent framework that drives smart investment strategies and a common language across this 135-year-old company is critical. Known as one of the “big three” education publishers, McGraw Hill must stay ahead of their competitors with innovation and value delivery. Join Yuliya Oberman, Finance Director for McGraw Hill Education and Eileen Wade, General Manager of the TBM Council as they discuss how TBM is essential to McGraw Hill’s enterprise resource strategies and digital transformation journey.

Speakers:

  • Yuliya Oberman, Finance Director, McGraw Hill Education
  • Eileen Wade, General Manager, TBM Council

In this fireside chat, Matt Yanchyshyn, GM, AWS Marketplace & Partner Engineer at AWS will join incoming General Manager of the TBM Council, Jack Bischof, for a discussion on best practices for building successful TBM practices focused on cloud financial management. Including a deep dive into the nuances, learnings, and milestones that the world’s 9th largest insurance company is achieving on their Cloud FinOps journey.

Speakers:

  • Matt Yanchyshyn, GM, AWS Marketplace & Partner Engineering, AWS
  • Jack Bischof, Incoming General Manager, TBM Council

Hear from Ajay Patel, COO at Apptio and Zubin Irani, CEO at Cprime as they discuss how the intersection of TBM and enterprise agile planning is a critical strategy for organizations to adopt if they want to drive business growth more efficiently, in real-time, and keep up with the speed of change that today’s organizations face.

Speakers:

  • Ajay Patel, COO, Apptio
  • Zubin Irani, CEO, Cprime

Join Origin Energy’s Adrian Thivy, GM, Enterprise Technology Services, as he shares how TBM is creating complete confidence in their spend-to-value ratios across IT and the broader company, allowing a rapid response to the market forces driving significant pressure on the “cost to serve” customers. A finalist for the 2022 TBM Council Award for TBM Pacesetter, hear how their TBM practice was built in record time, including lessons learned as they developed business capabilities and managed a significant cloud migration and transformation.  

Session topics will include:  

  • Establishing a clear purpose and common goals that drive cross-functional understanding
  • Utilizing an adaptative governance framework to ensure accountability across all stakeholders 
  • Leveraging TBM and ServiceNow CSDM to deliver a transparent, flexible, and sustainable model in a shorter time frame
  • How bespoke logic has dramatically improved transparency of cost more than 90%


Presented by:

  • Adrian Thivy, GM, Enterprise Technology Services, Origin Energy 

Many organizations aspire for a cloud-native posture, however few have the time, resources and budget to transform into 100% public cloud operations. Equifax has broken through those barriers to modernize its infrastructure globally — driving faster innovation for customers, more business agility, and stronger cybersecurity. Hear from Manav Doshi, GM, Technology Solutions on how the Equifax team is rebuilding a century-old company, with a real-time approach to optimizing cost and revenue growth in the cloud.

 

Presented by:

  • Manav Doshi, GM, Technology Solutions, Equifax 

Transport for NSW is the winner of the 2022 TBM Council Award for TBM Pacesetter, which recognizes significant progress and value with TBM in a relatively short period of time. In this session, hear how the merger of Roads and Maritime Services (RMS) and Transport for New South Wales resulted in the fastest consolidation of TBM data, models, and reports into a single TBM practice. Hear from Poonam Kataria, Sr. Manager of TBM, as she shares how TBM is driving Transport’s three key strategic outcomes: connecting a customer’s whole life; successful places for communities; and enabling economic activity.

Session topics will include: 

  • Utilizing the TBM Taxonomy to align M&A practices and drive behavioural change 
  • How the right level of support sets the right culture and TBM processes
  • Driving change in the organization based on data-driven facts

Presented by: 

  • Poonam Kataria, Sr. Manager, TBM, Transport for NSW 

Discuss how TBM supports visibility of investments across the enterprise to support setting best practices and standards for managing the impact of environmental, societal, and governance strategies by IT departments and organizations.

The TBM Council Standards Committee has built out TBM integration models with other IT disciplines, including Enterprise Agile and Product Thinking, as well as ServiceNow CSDM. Current findings will be shared to drive group discussion, experience, and feedback. 

Public cloud strategies are often embraced for the promise of rapid scalability, on-demand agility, and best-in-class security, resiliency, and features. However, public cloud adoption presents significant financial challenges that, when not addressed, inhibit any firm’s ability to exploit the promises of public cloud.  

To address these challenges, customers need to simultaneously resolve current inefficiencies and build capability to ensure avoidance of waste in the long term.  

In this session we discuss a detailed framework combining TBM-Cloud with FinOps, allowing customers to understand how to implement a program to overcome these challenges and financially succeed in the cloud. 

Session discussion topics include: 

  • A detailed view of the activities required to implement a TBM-Cloud with FinOps Journey 
  • Detail the flow of information required for each task 
  • Provide guidance on which activities should be performed when

 

Presented by:

  • Nathan Besh, TBM-Cloud Evangelist, TBM Council 

Project to Product Transition

Outcome-focused development via agile transformation

For organizations looking to transition from projects to products, TBM can help organize resources and outcomes into value streams – the specific sets of activities that align to business outcomes.

Accelerating Cloud Adoption

Drive measurable outcomes with your cloud strategy

For organizations trying to accelerate their cloud journey, TBM provides a way to map a plan and measure the outcomes from cloud migration to cloud cost management to cloud optimization.

Morning Sessions

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

Speaker:

  • Ashley Pettit, SVP & CIO, State Farm Insurance

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

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

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

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

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

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

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

Session abstract coming soon

Speakers:

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

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