Kim Manigault, CPA, is Executive Vice President & CFO for the Tech-nology, Operations and Procurement groups at KeyBank. She is a member of Key’s Executive Council and the Technology Investment Committee. In her current role, Manigault partners with Key’s CIO, and manages a team that provides strategic support and financial guid-ance for the division CIOs for all of KeyBank’s businesses. Her team is also responsible for supporting the various operations groups and enterprise security functions. Prior to joining Key, she held several critical leadership roles during her tenure with Bank of America. With more than 20 years in accounting, finance and capital markets, Manigault has extensive experience in global banking, strategic planning and has proven expertise in process re-engineering and project manage-ment. She is an active member of the Board of Directors of the Greater Cleveland YMCA, is the Board Treasurer and is the Chairper-son of the Finance Committee. She is also a member of the Board of Trustees of the Urban League of Greater Cleveland. Manigault has a BS from Rutgers University, is a CPA and is Six Sigma certified. She was recognized as CFO of the Year by NABA.
Ed McLaughlin is president of Operations and Technology for Mastercard and member of the company’s Management Committee. In this role, he oversees all of Mastercard’s technology functions, including the global network, processing platforms, global technology hubs, information security and technology operations. Prior to this role, he served as chief information officer, directing the development efforts for products and services, implementing the IT digital roadmap, and managing the development of Mastercard’s global tech hubs.
In 2010, McLaughlin was named chief emerging payments officer, leading the development and launch of the company’s digital strategy, partnerships and platforms, including Masterpass, Mastercard Send and Mastercard Digital Enablement System (MDES), the digital token program. McLaughlin joined Mastercard in 2005 as head of bill payment and healthcare, and was named chief franchise development officer in 2008, where his was responsible for the Mastercard global rules, licensing, brand standards and compliance programs.
Prior to joining Mastercard, McLaughlin was group vice president, product and strategy at Metavante, a financial services technology company that included supporting issuing and acquiring processing services, prepaid program management, the NYCE regional debit network, ACH processing, and other services.
He joined Metavante in 2002 through their acquisition of Paytrust, an online payments company for which he was cofounder and CEO. Prior to co-founding Paytrust, McLaughlin was the executive vice president of product and marketing at LogicWorks, Inc., a data modeling software company.
McLaughlin is a graduate of the University of Pennsylvania, Wharton School of Business.
Sunny Gupta is the Co-founder, and CEO of Apptio and serves on the company’s board of directors. He is a product visionary and innovator whose customer obsession led him to conversations with CIOs where he uncovered the market demand for creating an analytics based business management system for IT. Since founding Apptio in late 2007, he both pioneered Apptio’s market category, Technology Business Management (TBM), and drove the company to become the market leader in this disruptive category with significant scale.
Prior to founding Apptio, Sunny was EVP Products at Opsware, responsible for all of Opsware product businesses up to its acquisition by HP. He was also the co-founder and CEO of iConclude, which pioneered the IT runbook automation market and drove its acquisition by Opsware. Previously Sunny held senior leadership roles in Products, Business Development and Engineering at Mercury Interactive, Rational Software, and IBM. Sunny earned a B.S. in Computer Science from the University of South Carolina, was selected as a Top 40 CEO's under 40, and was named an Ernst & Young Entrepreneur of The Year finalist in 2011.
Tom Dillon is the Sr. Director of Financial Planning & Analysis at McDonalds overseeing $20B in annual revenue. In this role, he is responsible for long-term financial modeling, strategic planning, leading the allocation of capital and G&A resources to drive growth, IT Finance and business case analysis. Dillon has been with McDonalds for 8 years and prior to this role was the Financial Controller for McDonalds Australia.
Prior to McDonalds, he led the IT Finance team at Tellabs, a global network technology company. Dillon has a bachelors in Computer Management from Eastern Illinois and his MBA with a concentration in Finance from DePaul University.
Eveline Oehrlich serves Infrastructure & Operations Professionals. Covering business technology (BT) and IT operations and service delivery, her current research focuses on the implementation of best practices around people, processes, and technology to advance BT and IT Operations teams into the age of the customer. Her coverage includes service management from a holistic or partial perspective, including topics such as service portfolio management, technology business management, and many other aspects of BT and IT.
Oehrlich delivers strategic guidance to Forrester's vendor and end user clients. She helps enterprises manage their networks and systems, define key projects that focus on IT service management, and bridge IT and the lines of business. Oehrlich has more than 25 years of experience working with IT organizations in the definition and development of service delivery processes and the implementation of service management as a practice inside enterprise organizations.
Binu Thomas is an impassioned seeker of knowledge, a student for life, nurturer of teams, organizations and communities. He has nearly 25 years of technology and business operations experience in financial services and global enterprises. He currently serves as the Senior Vice President and Head of Global Technology Services. In this role, he is responsible for the creation and delivery of Global Technology’s multi-year strategy to achieve top quartile performance while accelerating innovation for the digital economy. Thomas has the distinct privilege of leading IT strategy, planning and portfolio management, project and program delivery, portfolio finance, vendor management and governance functions.
He is an avid supporter of community and volunteer service, and is currently the Board Vice Chair of the Kramden Institute, Board member of Community Workforce Solutions, Steering Committee member of the North Carolina 4 Military Employment, and member of the Samsung Enterprise Executive Business Advisory Board.
Thomas earned his BA in Mathematics, a dual MBA in Finance and International Business from the Lubin School of Business at Pace University, and an Executive MS in Telecommunications from NYU Polytechnic University. He is currently a Doctoral Candidate in Computer Science at Pace University.
Ralph Loura joins Rodan + Fields with more than 25 years of experience driving information technology strategies for major brands. As Chief Technology Officer, he defines and advances strategies and infrastructures to support our significant growth and deliver user-friendly digital experiences. Awarded Consumer Goods Technology's "2013 CIO of the Year," he was also named one of Computerworld's "Premier 100 IT Leaders" in 2012. Most recently, Loura was Vice President and Chief Information Officer for Enterprise Group and Global Sales Operations at Hewlett-Packard (HP). Previously, he spent several years as Senior Vice President and CIO at The Clorox Company, and has held technology leadership roles at Cisco, Symbol and AT&T Bell Laboratories, among others. Loura serves on the board of Big Brothers Big Sisters of the Bay Area. He holds an M.S. in computer science from Northwestern University and a B.S. in mathematics and computer science from St. Joseph's College.
As general manager for the Technology, Strategy & Services (TSS) organization of Chevron’s Information Technology Company (ITC), Amy Absher is responsible for strategic research, and enterprise architecture for information technology assets, while ensuring that the critical planning and management processes for IT are in place. She is accountable for IT strategy and planning, organizational design and capability management, portfolio management, communications, supplier management, and operational excellence.
Prior to her current role, Absher was manager of Application Operations in the Process, Applications & Data Assets organization of ITC, where she was responsible for 24x7 operational support for Enterprise Resource Planning solutions and more than 1,000 of Chevron’s business applications supporting a global user base of more than 40,000 employees.
Absher’s additional leadership positions at Chevron include Chief Information Officer for Global Supply & Trading, where she was responsible for IT strategy, project management, compliance activities, as well as all application development and support needs, and general manager of Chevron’s Global Aviation Americas Region, where she had oversight for safe and profitable fuel supply operations.
A native of Oklahoma, Absher earned a Bachelor of Science in Business Administration from Oklahoma State University in 1985 and joined Chevron that same year as an auditor in the company’s international auditing department. She is a member of Chevron’s IT Function Leadership Team, and the IT Extended Management Team. She is a member of the IVI, PIDX and Intel Board of Advisors. She is also a board member with the Houston Aids Foundation.
Julia Davis joined Aflac in July 2013 in her current position as senior vice president and chief information officer. In her position, Davis oversees the day-to-day operations and the strategic initiatives of Aflac’s Information Technology Division.
Before joining Aflac, Davis most recently served as chief information officer at American Safety Insurance (ASI). Prior to her tenure at ASI, she served as chief information officer of the Equipment Finance Division for GE Capital Healthcare Financial Services and GE Capital Business Productivity Solutions. Additionally, she held IT leadership positions at GE Energy, Armstrong World Industries, Information Builders, Ogden Government Services and CRSS Services, Inc. Davis began her career in the U.S. Air Force as a software engineer and earned the rank of captain.
Davis earned a Bachelor of Science in engineering physics from Lehigh University and a Master of Science in system administration from St. Mary’s University.
Dr. Howard A. Rubin is a Professor Emeritus of Computer Science at Hunter College of the City University of New York, a MIT CISR Research Affiliate, a Gartner Senior Advisor, and a former Nolan Norton Research Fellow. He is the founder and CEO of Rubin Worldwide.
Dr. Rubin is a pioneer in the area of technology economics and has built the world's largest database in the field consisting of business, national, and technology data. He is personally retained by many of the world's largest enterprises as a strategic advisor to provide them with continuous competitive calibration via benchmarking and to advise them on business-technology strategy and trends. His current portfolio of client companies in total generate more than $1.5T in revenue to the global economy annually and account for almost $100B in yearly Information Technology (IT) spending.
Dr. Rubin has also worked directly with heads of state or their key ministers around the world in the development of national competitive technology strategies - Canada, India, the Philippines, South Africa, and in the United States with former President Clinton. He worked as an informal advisor assisting President Obama's Council on Job Creation and Competitiveness.
Dr. Rubin possesses a Ph.D. from the City University of New York in Computer Science and Oceanography.
Outside the world of technology Dr. Rubin is Chairman of the Board of Riverkeeper, a member of the Clinton Global Initiative, a Leadership Council member of the RFK Foundation, a major support of student development programs at the Tribeca Film Institute, and a supporter of the Rainforest Foundation.
Suren Gupta is executive vice president, Technology & Strategic Ventures for Allstate Insurance Company. In this role he leads a global organization delivering innovative and transformational solutions for Allstate’s customers, agency owners and employees. He is responsible for the company’s information technology strategy, operations and processes. In addition, Gupta oversees Allstate's strategic ventures with companies that advance its technology-driven, customer-focused strategy. He has been instrumental in enhancing IT’s delivery capabilities, focusing on digital innovation, efficiency, information security and expanding global operations to enable 24/7 support and development capabilities. His organization has won numerous awards, including the United Kingdom’s highest honor for business success, the Queen’s Award for Enterprise.
Gupta joined Allstate in 2011, bringing leadership, information technology, operations, product development and sales experience to Allstate. Previously, he was executive vice president and group chief information officer for consumer lending at Wells Fargo. Under his leadership, real estate lending was re-engineered with new delivery capabilities that enabled the field sales force to serve customers more effectively with just-in-time information.
Earlier in his career, Gupta provided key leadership and vision as a founding member of the corporate executive team of Airclic Inc., a startup wireless Internet venture, and was senior vice president, informational technology and operations for GMAC Residential, a division of General Motors. Gupta also has held senior operations, sales, marketing and strategic development roles at INTELSAT, a groundbreaking satellite telecommunications company.
Gupta is a graduate of the Advanced Management Program at Harvard Business School. He also received an MBA from George Mason University and a master’s degree in computer engineering from West Virginia University. In 2015 he was named to the board of directors of Zions Bancorporation. He also serves on the Chicago Public Library Foundation Board and on the board of Pratham U.S.A, the American chapter for Pratham, which was established in 1994 to provide pre-school education to children in India’s slums. It now is the country’s largest nongovernmental organization with activities in 21 states of India to provide education to millions of children who might otherwise work instead of attend school.
Roger Kent joined Allstate in 2014 with over 30 years of experience leading a variety of financial functions in global financial service companies. The majority of that time was spent with Citigroup in executive roles in both business and technology that included CFO of Operations & Technology, CFO of Consumer Finance North America and others.
In his current role, Kent leads Allstate Technology & Strategic Ventures’ (ATSV’s) global financial strategy and planning, accounting and reporting, and financial risk management. He also works closely with the corporate and business unit finance organizations to optimize the return on technology investments. In addition, he has responsibility for the company’s international operations in Northern Ireland and India.
Kent holds a Bachelor’s degree in Accounting from the University of Wisconsin and a Master’s degree in Strategic Management from John Hopkins University.
He serves on the University of Maryland Foundation Board and the University of Maryland Baltimore County Board.
Kent and his wife, Terry, currently split their time between Chicago and Baltimore and have lived in several other U.S. locations over the years. They have two grown children.
As VP of Standards, Research and Education for the TBM Council, Todd Tucker directs all aspects of methodology creation and member education. Tucker authored the book, Technology Business Management: The Four Value Conversations CIOs Have with their Business. Todd served as research director (2012-2014) and general manager (2015-2016) for the Council. Previously, he held senior product management and marketing roles for Apptio, NetIQ, PentaSafe and e-Security. He began his career as an audit manager for EY and has earned several certifications, including CPA, CISA, and CISSP, reflecting his expertise in accounting, finance, technology marketing and product management.
Tony Agent is a Director in Technology Business Management at Marriott International. In his role, he oversees the IT Metrics Program that delivers a series of dashboards and information used to manage IT. Additionally, he manages Marriott’s Apptio implementation, provides strategy and direction for IT’s time tracking system, and helps lead a cross-functional tools steering committee that harmonizes and prioritizes enhancement requests for various IT applications. Agent joined Marriott in 2007 as a Business Analyst. Prior to joining, he was a consultant for the Department of Defense specializing in package implementation and database support. He holds a Bachelor of Science in Computer Science from Washington University in St. Louis.
Arthur Borges has a B.S degree in Electronic Engineering and an M.B.A from Fundação Dom Cabral and has worked in ExxonMobil IT since 1995 starting in its Brazilian affiliate. In more than 20 years with the company, Borges has worked in several IT areas including infrastructure, projects, applications and finance. Since 2012, Borges has been responsible for the TBM program for all ExxonMobil IT worldwide and is currently the TBM Expansion Manager for ExxonMobil IT.
Megan Sikora is the Director of Resource and Allocation Management under the Office of Enterprise Planning and Governance within the Office of the Chief Information Officer (GSA IT). In her role, Sikora oversees the formulation and execution of the GSA IT budget, working in conjunction with the Office of the Chief Financial Officer. She leads GSA's implementation of the cost transparency initiative utilizing the Technical Business Management (TBM) framework across GSA for IT services; allowing GSA IT to model and track the total cost to deliver and maintain IT services. Prior to this role, Sikora worked at the Department of Health and Human Services within the Office of the CIO overseeing the IT governance bodies and working on the implementation of the Federal IT Acquisition Reform Act (FITARA). She is proficient in IT budgeting, governance, enterprise architecture, project management and financial systems. She holds an undergraduate degree in computer information systems and business administration from Towson University and a masters degree in business administration from Loyola College.
As the AVP of Technology Business Management at the Federal Home Loan Bank of San Francisco, Chrissy Bramble is responsible for establishing, integrating and continuously improving the Technology Business Management and IT Financial Management practices to increase visibility into technology costs, enable proactive management of current and future technology spend and facilitate data driven discussions with the business regarding the value and performance of IT. Bramble’s responsibilities include establishing the TBM governance framework, defining TBM strategies and managing the TBM roadmap as well as day-to-day tool, data and process management. She is a seasoned executive/MBA with 17 years of progressively sophisticated experience influencing and negotiating with stakeholders and solving complex problems that have a broad impact on the business. She specializes in streamlining processes and increasing maturity in organizations with limited resources, low process maturity and/or high regulatory/audit requirements.
Amy Byalick works for PepsiCo as a Director, Technology Business Management Values & Insights working to establish the Cost & Value Insights derived from out TBM platform to enable the PepsiCo IT organization to make informed decisions. Previously, she worked for AmerisourceBergen, a pharmaceutical distributor, to help establish an 85% consumption model, leveraging a Bill of IT to provide such transparency of IT costs & the business processes that impact IT spend.
Previous to AmerisourceBergen; Byalick worked for Stream Global Services, a call center organization, as a Director, Financial Planning & Analysis. During her tenure, she established a global 18 month rolling forecast process & worked to achieve detailed insight into operating expenses resulting in a 10% reduction in cost over a 2 year period. Her efforts won her the 2008 Stream Global Services Employee of the year award.
Byalick holds a bachelor’s degree in Accounting from the University of Massachusetts, and is currently a student of the SMU Executive MBA program, with an expected graduation date of May 2019. She lives in Allen, Texas along with her two children & her dog (Trooper). Byalick serves on the Board of Directors for the City of Allen Girl Scouts organization as Treasurer, and co-founded Women 2 Women Empowerment (W2W), an organization helping college age women work on their presence & communication skills.
Wes Eugene oversees the Technology Business Management Office, the Service Management Office, IT Asset Governance, IT Tools Integration and the Talent Management Programs for Aflac’s Information Technology Division, reporting to Aflac’s chief information officer. He joined Aflac in 2014 and has led key corporate initiatives, such as the deployment of innovative CRM applications for sales productivity and analytics and the company’s trailblazing One Day Pay initiative, which enables Aflac customers to receive payment for eligible claims within one business day. In his most recent role as chief of staff to the CIO, he launched Aflac’s Technology Business Management, Service Management and IT Tools Integration programs. Prior to Aflac, he worked in program management, project management and management consulting positions leading strategic initiatives for companies such as Capgemini, Coca-Cola, Equifax, Sprint, Majesco, QBE and American Safety Insurance.
John Thomson is Vice President and Chief Information Officer. Thomson joined KBR in 2015. He provides leadership for the continued development of an innovative, robust, and secure information technology environment throughout the global KBR Enterprise.
He has a record as a leader and business partner who collaborates with other senior executives to use technology to transform and simplify business processes while delivering bottom line measurable benefits.
Prior to joining KBR, Thomson spent 25 years in informational technology roles in Engineering Services companies in Australia, United States, and the United Kingdom.
He holds a degree in Structural Engineering from the Institute of technology, Sydney Australia.
Brent Eubanks, VP of Technology Optimization, is responsible for cloud financial value measurement and optimization practice to increase efficiency and effectiveness of technology platforms while building a stronger connection to business performance. He is a digital service efficiency expert to help enterprises become aware of the cost of compute consumption today and produces advanced should-cost models with scenario simulations. He provides AI, Machine Learning, and wisdom to produce interactive data visualizations and automated service pipelines to explore optimization suggestions and track the execution of optimization value governance into the enterprise at scale, continuously.
Philip Potloff joined AWS as Enterprise Strategist in July 2017. In this role he works with enterprise technology executives to share experiences and strategies for how the cloud can help them increase speed and agility while devoting more of their resources to their customers.
Prior to joining AWS, Potloff held multiple senior executive positions at Edmunds.com including CIO and COO. During his 12-year tenure, he led the transformation of the car shopping website's technology infrastructure and product development methodologies. This included a successful all-in cloud migration to AWS that was completed in 2016 resulting in a 30% reduction in total IT expenditures.
He most recently served as the company’s first Chief Digital Officer where he leveraged Edmunds’ new cloud native architecture to accelerate innovation and delivery of the next generation of products and features for the site’s millions of monthly car shoppers and thousands of dealer partners.
In 2017, Potloff was recognized as one of Computerworld’s Premier 100 Technology Leaders for extending the influence of the technologist’s role to include digital transformation and business model innovation. Prior to Edmunds.com, he served in technology leadership roles for several Silicon Valley startups including a natural language search engine, and speech recognition software company, Nuance Communications. Potloff earned his bachelor’s degree in Economics from UCLA.
Trevor Schulze is the Chief Information Officer and Vice President of Information Technology at Micron Technology, Inc., where he is responsible for providing strategic leadership to Micron’s global IT team in delivering a comprehensive portfolio of business-aligned, leading-edge technology services and solutions.
Prior to joining Micron in July 2015, Schulze served as Corporate Vice President of Enterprise Applications at Broadcom Corporation, where he oversaw direction and management of enterprise-wide IT systems supporting core business processes. At Broadcom, Schulze successfully spearheaded a multi-year, $280M business transformation of all G&A systems, cut IT development times and costs through a new mobile services framework and transition to DevOps methodology, and established a nearshore/offshore software development and support capability.
Schulze joined Broadcom after four years as Corporate Vice President of Enterprise Applications and Global Infrastructure Services at Advanced Micro Devices (AMD), where he established an IT organization focused on the development of innovative, cost-effective technology solutions that measurably improved global operations and product development. At AMD, Schulze led the successful rollout of numerous leading-edge applications and services, including an enterprise-wide SAP platform, an industry-first Platform-as-a-Service (PaaS) offering for .NET development, a pioneering social business solution to foster collaboration and knowledge management worldwide, a private cloud for high-performance compute (HPC), and a global Product Lifecycle Management (PLM) offering.
Schulze spent the bulk of his professional career at Cisco Systems, occupying a number of strategic roles in which he drove global development and operational innovations that optimized the way the company designed, collaborated and produced products. In addition, he managed the engineering efforts of six platforms across multiple business units, ultimately generating billions of dollars in revenue.
Schulze holds a number of patents in the area of core networking, and the products he helped design have won more than 15 ‘best product’ awards from industry organizations and publications. In 2012, he was recognized with CIO Magazine’s prestigious ‘Ones to Watch’ award.
Al Byington is Vice-President of Administration and Planning for TimeWarner’s Enterprise Infrastructure Services Group. In addition to the business management office, Byington oversees portfolio management, procurement, planning and forecasting functions for the group. He was one of the initial business leaders that helped create the central technology enterprise function upon coming to TimeWarner 4 years ago. Prior to TimeWarner, he spent almost 4 years at AXA Technology Services in a similar administration role and prior to that spent 18 years at Thomson Reuters in various technology and business line groups. Based in the NY/NJ area, Al spends most of his free time with his wife, Karen driving their three boys around to various sporting events.
Paul Fam, Senior Analyst, operates and manages the technology business management office/function for TimeWarner’s Enterprise Infrastructure Services Group. He led the transformation of TBM from a proof of concept into an actual chargeback model, in less than a year, which is currently in its first year of production. He is continuously improving and maturing the model, providing transparency to both business line consumers and technology group service owners. Prior to TimeWarner, Paul spent 5 years at Arrow Electronics Inc. in both a technology finance and business finance role. Prior to that, he spent 10 years at UBS Financial Services, Inc. in various financial roles within technology line groups. Based in the NY/NJ area, Fam spends most of his free time with his wife and daughter, volunteering at his church and local alumni groups.
During Nate Bender's 3-year tenure as TBMA at Exelon he rebuilt Exelon’s cost transparency model from scratch, twice, while coordinating numerous continuous improvement projects around the operational and financial data that feeds into Apptio.
Prior to Exelon, Bender founded a consulting firm specializing in the design, development, and outsourcing of consumer products. He has a Global MBA from Johns Hopkins University and a BA in East Asian Languages from the University of Maryland
Before joining the IT Business office, Brian Capoferri rose through the ranks of the Exelon Nuclear Finance and Accounting organization over the course of 15 years, ultimately overseeing a budget of over $2 billion. Capoferri has a B.S. in Accounting from Albright College
Jeffrey Coleman has been an architecture leader at Exelon and Constellation Energy for more than16 years and the head of Enterprise Architecture since 2009.
Before coming to Exelon, Coleman was the co-owner of a software development and consulting firm, that specialized in design and manufacturing. He has a BS in Mathematics from the Massachusetts Institute of Technology
Rick Crowley has been a leader in the IT Finance organization at Exelon since 2012. During that time, he has helped to transform the way Exelon IT measures its finances through the adoption of TBM. Prior to joining Exelon, Crowley was an Auditor with KPMG. He has both a BS and MS in Accounting from University of Illinois, Urbana-Champaign and he is currently pursuing his MBA at Northwestern University.
Kathy Rudy is a Partner in the Americas responsible for the Data & Analytics Service Line. In this role, Rudy is responsible working directly with delivery and sales teams to ensure high quality deliverables that exceed client expectations and deliver value by addressing their unique business challenge. Rudy has more than 20 years of experience in information technology management and business operations, project management, and IT and business analysis. Her consulting focus ranges from assessing the performance of internal operations to evaluating outsourcing relationships including, governance, balance scorecard, service catalogues, performance management, process maturity and linking IT to business value. Rudy's industry expertise includes oil and gas, aerospace and defense, retail, automotive, healthcare, banking and insurance and state and local government.
Prior to joining ISG (formerly Compass America) in 2000, Rudy held consulting and relationship management positions for Business Systems Engineering and Cicada Systems. She is a graduate of Michigan State University.
Russ Mills is currently CFO of the Global IT organization at Stanley Black & Decker (SBD) and has been with the company for almost 12 years in several finance leadership roles. His current responsibilities include forecasting & strategic planning, cost modeling, M&A support & translating the work of IT into a clear, insightful and actionable financial language. Mills also sits on the Economic Development Commission for his town in Wallingford, CT, is a member of the Bryant University Supply Chain Management Advisory Board & gives other time to causes such as Junior Achievement and the American Heart Association.
Prior to joining Stanley Black & Decker, Mills was with UTC, Pratt & Whitney Jet Engines for over 17 years, with a career that began in the manufacturing plant for turbine components and progressed through tooling design engineering, cellular manufacturing leadership, strategic program management & quality audit in final jet engine assembly and testing.
He earned a bachelor’s degree in Industrial Technology from Central Connecticut State University, his MBA from the University Of New Haven and a Master’s degree in Finance from Fairfield University. He resides in Wallingford, Connecticut with his wife and their four children & enjoys boating.
With approaching 20 years of IT Governance experience, Richelieu Richardson joined the Apptio team as a Senior Solution Consultant focused on driving customer success. He has worked for and with some of the largest companies in the world on initiatives such as IT governance, running IT as a business, PMO offices and demand to delivery best practices. Richardson holds a Masters degree in Technology Management from Georgia Tech and resides in Atlanta, Georgia.
This is the second TBM project in my career. At Blue Shield of CA, we’re creating a new capability for the enterprise that enables and drives IT business processes maturity. IT is a critical part of the business and TBM provides the information needed to run IT as a business.
George McElfresh has spent more than 30 years in a variety of IT roles in large financial services companies including Associates First Capital, Citigroup, Dell Financial Services, and now USAA. His roles involved planning, forecasting, and general IT financial governance. McElfresh is an analyst at heart, and has a special affinity for that part of the job. After leaving Dell, he chose to seek out a role where that became his primary responsibility which is what brought him to USAA where he manages the IT Operations Budget.
Randy Tennant is Apptio’s Director of Product Management focused on driving innovation around public cloud within Apptio’s applications. In this role, he guides new product strategy and defines innovative product capabilities based on an understanding of customer needs and challenges related to an increasing adoption of public cloud services.
Prior to joining Apptio 4 years ago, Tennant worked in product management and strategic planning in roles at Cisco, Wells Fargo, and PricewaterhouseCoopers. He holds an MBA from UCLA and an engineering degree from Dartmouth College.
Rod Wiggins is a Senior Solutions Consultant for Apptio where he helps customers and prospects align TBM solutions to use cases and ultimately to business value. Wiggins has amassed nearly twenty years of financial services and technology experience, specializing in driving the strategy and execution for critical enterprise-wide IT initiatives. His career started with the Federal Reserve with a focus on inflation and prices. From the Fed, he moved to KeyBank where he continued to apply the data analytics skills developed in economics within roles in Call Center technology, Infrastructure and IT Service Management. Just prior to joining Apptio, Wiggins led the program to deliver IT Financial Transparency for KeyBank.
Keith Edwards started his technology career at Home Depot’s Store Support Center in the IT Help Desk and later moved the IT Managed Services managing multiple IT vendors with a $12M annual budget. Edwards later decided to take a break from IT and entered into a Joint Venture as a Firehouse Sub Franchisee in the Huntsville, Alabama region, operating 4 stores. After a few years, he returned to IT with Home Depot and subsequently joined First Data in the ITIL organization in 2012.
Upon joining First Data, Edwards served as the CTO’s chief of staff managing day to day operations within the Global Infrastructure Organization. He recently took over the Technology Business Management and Data Quality team in February 2017. His responsibilities include strategy, operations, and management of Global IT infrastructure chargeback as well as managing First Data’s IT data quality program.
Amaya Souarez joined First Data in March, 2016 as Vice President, Global Infrastructure Software & Automation. She leads the GIO team responsible for delivering solutions to support operational management of all global infrastructure. Additionally, her role encompasses GIO Compliance, Business Operations and Asset Management.
Souarez is a senior technology leader, with more than 25 years of experience in IT and Internet/Cloud infrastructure operations. She is an accomplished public speaker and published author on the topics of data center capacity planning and strategy, big data, and customer-centered engineering.
Souarez started her technology career at the inception of the PC/LAN era, and has held technical infrastructure roles supporting a multitude of OS, server, and network platforms. Early in her career, she launched an independent IT services business, which grew to support more than 50 SMB in the Seattle area, gaining valuable entrepreneurial experience. Later, as a senior leader at Microsoft, she led multiple teams within Internet and Cloud Operations. Prior to joining First Data, she was Vice President, DC Systems & Security at CyrusOne, Inc. a global colocation datatcenter services provider. At CyrusOne, she successfully launched an industry-leading customer portal serving more than 1000+ customer companies, enabling self-service management of their colocation infrastructure.
Cindy Hembrock has devoted her career to IT. She has spent time in consulting, at a small software vendor, and in large corporations, gaining experience in the full lifecycle of systems development. Most recently, she has focused her attention on improving the experience of delivery teams through more agile practices and supporting tools. She has had the opportunity to work with enterprise teams, like finance, to align the delivery practices to enterprise processes, with the goal of driving agility across the organization.
Toni Martin is the Vice President, Controller of Mastercard Operations & Technology business unit. In this capacity, she manages the internal controls, financial reporting and customer compliance/audit program. During the previous eight years she served in various roles to include managing the budget and forecast process; managing Mastercard’s settlement operational functions for the debit and prepaid system interfaces; and driving process improvement initiatives. Prior to joining Mastercard, she spent ten years at First Data and Western Union in various positions with increased responsibility.
Stephanie Rendon leads the IM Finance team at CHRISTUS Health, an international Catholic health care system headquartered in Irving, Texas. With 15 years of experience in accounting and finance, Rendon works with the Enterprise Information Management organization and has managed their budget process for 4 years, learning many lessons along the way. Responsibilities areas include IT procurement, accounting and fixed asset management, budgeting and forecasting, and project financial reporting.
Jeremy King is the Vice President of Governance and Innovation, Information Technology for Globe Life (an affiliate of Torchmark Corporation). In his role, King is accountable for many aspects of Technology Business Management (TBM) including business relationship management, resource capacity and demand, project management, financial management and vendor management/procurement for the IT department. King's previous experience was within the healthcare sector with Tenet Healthcare Corporation and as a consultant for IBM and Dell (now NTT).
Krzysztof Cyganik is a Senior Financial Analyst and Recognized Technology Business Management Analyst (RTBMA) at NYU Langone Health. Cyganik leads the implementation of Apptio, and promotes the TBM discipline to the entire IT community. During his 8+ year’s tenure at NYU Langone Health, he was involved in various roles at the corporate finance, with strong interest in financial reporting and systems. In 2016, he transitioned to the IT department, where he applies his financial knowledge, education in management and systems, and newly acquired understanding of IT operations to build the tool that delivers cost transparency, and opportunities to manage the IT department more effectively, and efficiently. In addition, Cyganik is involved in process improvement projects, as well as implementation of ITAM, SAM, and enhancement of current CMDB system. He holds an M.S. in management and systems from the New York University, and B.B.A. in finance from the City University of New York – Baruch College.
Rhina Recinos, Associate Director of IT Finance manages the operations of the IT Business Office at NYU Langone Health. Rhina is the IT Owner of Apptio, and the coordinator of the TBM program. Recinos is responsible for managing and providing direction to staff regarding the accounting and financial analyses related to NYU Langone Health IT, and she oversees the preparation and execution of the annual operating and capital budgets, long range planning, as well as day-to day management and support of entire IT community. Recinos specializes in budgeting, financial analysis, procurement, AP, and HR. In addition, she supervises and contributes to process improvement initiatives, quality assurance of current and new enterprise systems, and well as she supports the senior director of IT business office in all areas of his responsibilities. She holds an M.S. degree in global business management & finance from the City University of New York – Brooklyn College, and B.S. degree in business management & finance.
Wayne Boney, Senior Director of IT Finance leads the IT Business Office team at NYU Langone Health. Boney is an IT sponsor, and business owner of Apptio and TBM Program at NYU Langone Health. With more than 15 years of experience at an integrated Medical Center and School of Medicine, Boney oversees the preparation of annual operating and capital budgets, financial statements and consolidated reports. He supervises the long-range planning, outsourcing of IT services, contract negotiations, leases, business transactions and agreements, vendor relations, and regulatory compliance. He is also an ambassador for the implementation of information systems such as ITAM and SAM to support NYU Langone Health’s efforts to integrate, coordinate, and improve efficiency of business processes, as well as standardize and streamline its operations.
Christina Pastella has been with the Tokio Marine Group for more than 7 years, beginning first as an IT Process Analyst with Philadelphia Insurance Companies, and then transferring to Tokio Marine North America Services (TMNAS), a shared services organization newly created in 2011. As the inaugural member of the TMNAS IT Finance function, Pastella has spearheaded the development of the IT procurement, IT finance and IT contract management practices at TMNAS and is also the organization’s TBMA, leading the implementation of Apptio IT Planning, Cost Transparency and Bill of IT products in 2017. Pastella held several finance positions within TMNAS IT, and now, in her current role as Senior Accounting Manager – IT Finance, she is responsible for the development, management and reporting of IT budget and chargeback allocations on behalf of the three North American insurance companies held by Tokio Marine North America and served by TMNAS. Pastella is a veteran of the US Navy and resides in the Greater Philadelphia area with her husband and children.
Kevin McNally is an Enterprise Architect with Tokio Marine North America Services.
In this role, he collaborates with technology and business partners across the enterprise to develop target architectures and execute strategic projects. He is also actively managing the TMNAS enterprise architecture management platform to provide transparency into the enterprise landscape and drive better investment decisions. He has held a variety of technical and business facing roles for more than 15 years within the insurance industry.
Kevin earned a Bachelor of Science in information systems from Drexel University and is pursuing a Master of Science in organizational dynamics from the University of Pennsylvania.
Ryan George is a TBM Consultant for Maryville Technologies. In his role, George enables clients to find transparency into the cost, quality, and value of the IT services they are providing. Through this enablement, clients shift dollars from running the business to transforming the business.
Prior to Maryville, George worked for EY and was focused in the Assurance practice. He is a licensed CPA, and holds both a masters in Accounting and bachelor's in Commerce & Business from Rhodes College in Memphis, TN.
Lisa Davis is vice president and general manager for IT Transformation in Intel Corporation’s, Enterprise and Government Data Center Group where she is responsible for growing Intel’s data center business and working alongside enterprise and government CIOs to create IT transformation strategies for their organizations. Davis joined the Data Center Group from Intel’s IT Group where she led and developed the IT architecture and integrated technology solutions supporting Intel’s world-class global supply chain, HR, Finance, and M&A IT.
She is a three-time Chief Information Officer and has led four technology transformations over the course of her 30-year career in technology. Prior to Intel, Davis served as Chief Information Officer (CIO) at Georgetown University, and held a variety of technology leadership roles in her 26-year career in the Federal Government. As a member of the Senior Executive Service she was the CIO of the U.S. Marshals Service in the Department of Justice, as well as CIO of the Counterintelligence Field Activity in the Department of Defense.
Throughout her 30-year career in technology, Davis has been a champion for women in technology and leadership – channeling that passion into leading professional development initiatives for women. She serves on the board of Mirantis, as well as the National Center for Missing and Exploited Children and a number of non-profit boards.She holds a bachelor's degree in computer engineering from Syracuse University, and a master's degree in human resources management from Golden Gate University, and is also a Certified Information Systems Security Professional (CISSP).
Mary Griffin is the Chief Financial Officer leading the Mastercard Operations and Technology (O&T) Finance team. The team's mission is to partner with O&T business units to provide expertise in planning, budgeting, valuation of potential investments and analyses of major capital expenditures. The O&T Finance team leverages Technology Business Management (TBM) to provide accurate data aligned with business objectives which enables improved financial decision-making and prioritization of IT investments.
Prior to joining the O&T Finance team, she served as the U.S. Markets Planning and Financial Analysis Head from 2011 to 2013. In this role, she was responsible for U.S. Markets strategy, forecasting and budgeting. Before joining U.S. Markets, Griffin was the Assistant Corporate Controller for Mastercard from 2008 to 2011. As Assistant Corporate Controller, she was responsible for external financial reporting with the U.S. Securities and Exchange Commission, technical accounting, corporate accounting policies and procedures, review of customer business agreements and equity compensation accounting.
Griffin joined Mastercard in 2002 to help establish the company's external financial reporting process. She was a key participant in the Mastercard initial public offering and helped facilitate its transition to a publicly traded company.
Prior to joining Mastercard, she was responsible for external financial reporting, budgeting, forecasting and stock option plan administration for Mobius Management Systems, Inc. Prior to this role, she was employed by Coopers and Lybrand, LLP, and was responsible for leading audits for a variety of private and public companies.
Griffin earned both a Master of Business Administration and Bachelor of Business Administration in Accounting from Pace University. She is a Certified Public Accountant in the state of New York.
Matthew Anderton has a B.S and M.S. degree in Information Systems from Brigham Young University and has worked in ExxonMobil IT since 2008. During his tenure at the company, Anderton has worked in several IT areas including applications, projects, and finance. Since 2014, he has been a TBM analyst in the ExxonMobil TBM office. He currently lives in a quiet Houston neighborhood with his wife, Megan and four kids.
Erik Brown is a 15-year veteran of the IT organization within ExxonMobil and began working with TBM in September 2015. A native of Mississippi and a graduate of Mississippi State University, his unique combination of computer engineering background and infrastructure experience has been used to improve the automation that prepares the monthly cost data for modeling. Currently, Brown serves as the catalyst for the movement of data into a central data warehouse and implements change management processes, progressing the desired sustainability & delivery reliability of the TBM data. When he is not volunteering with his local Little League program as a volunteer umpire, he and his wife, Mary, live in Klein, TX, with their three children and two dogs.
John Jarvis has more than 20 years of IT healthcare experience in multiple areas ranging from business strategy and IT value, provider credentialing and peer review, claims payment processing, facility site review, utilization management, and fraud waste and abuse. He has worked for health insurance companies, provider’s offices, and provider management organizations with experience in Medicaid, Medicare, and Commercial lines of businesses.
Jarvis earned his Bachelor of Arts in psychology with an emphasis in research design and statistical analysis and is currently working towards his masters in industrial and organizational psychology. John is a principal member of the TBM Council, and is a Certified Technology Business Management Executive.
Rick Hopfer is a recognized technology leader with more than 25 years’ experience leading large, complex organizations in multiple industries around the globe. He is the recipient of awards including 2014 CIO of the Year and inducted into the 2017 CIO Hall of Fame. As the Chief Information officer at Molina Healthcare, Hopfer led the information and security technology department to align enterprise objectives, programs, and strategies. He has partnered with the business leadership on digital, analytic and innovation initiatives. Prior to Molina, he was the CIO for Sony Pictures Entertainment, a large global media company. As CIO and CTO International for Homestore.com, and prior to Sony Pictures, he was part of the executive team that took the company public in 2001. He has held senior IT leadership positions at Simon and Schuster, Lehman Brothers, Bankers Trust and Aetna Life and Casualty, among others. He holds a bachelor's degree in computer information systems from Arizona State University and attended executive leadership programs and the New School in NYC, Stanford and Harvard Business School. He serves on the board of multiple non-profit organizations and associations.
Dean Owrey joined UPMC in February 2011 as the chief financial officer of its Information Services Division (ISD), a $450M business within UPMC’s diversified health care enterprise. In that capacity, he works closely with Executive Leadership on all strategic information technology matters that advance UPMC’s strategy of leveraging smart technologies to deliver quality patient care and population health management. In addition to his leadership role within ISD, since 2014, Owrey serves as the chief financial officer of UPMC Enterprises, which drives UPMC’s strategy for commercializing its expertise, bringing world-class health care, advanced technologies, and management skills to markets extending well beyond western Pennsylvania.
His responsibilities have consistently expanded since joining UPMC and span an array of areas including executive financial analyses and decision support, transaction support, financial reporting, and vendor relationship management. His span of responsibilities also includes the financial oversight of the functional activities comprising UPMC’s Supply Chain Management organization. Since September 2011, Dean has also co-led UPMC’s Financial Management Rotation program, which recruits, develops and expands the breadth of finance personnel across UPMC’s diverse businesses.
Prior to joining UPMC in February 2011, Owrey was an Audit Partner with Ernst & Young, primarily serving companies in the health care, insurance, and manufacturing industry located in western Pennsylvania, West Virginia, and eastern Ohio. During his 22-year career with Ernst & Young, he was a frequent instructor within its professional development programs and served five years as the Coordinating Partner for Campus Recruiting across Ernst & Young’s North Central region.
Owrey is a 1989 graduate of the University of Pittsburgh. A committed life-long learner, he has recently completed the Business Intelligence and Data Analytics curriculum at Carnegie Mellon University’s Heinz College. He has served as a board member and executive officer for a number of non-profit organizations, including American Red Cross - Southwestern Pa. Chapter. He is currently a board member of the Shenango Area School District, an assistant high school baseball coach, and active in various community organizations in the New Castle area.
David Levensteinjoined Chicago Trading Company (“CTC”) in 2008 and has lead the firm-wide Front Office Technology Team since November of 2013. He became Co-Head of Development in March of 2016, and is a member of the firm’s Technology Management Team. He was invited to join CTC’s partnership in 2014. As Head of Front Office Technology, Levenstein supports and drives the evolution of the applications used by Trading and Risk Management to provide liquidity in select derivative markets. He partners with the CTO and CTC’s other Co-Head of Development to define and implement Technology strategy.
Prior to joining CTC, Levenstein worked at Bank of America as a Vice President, running their Enterprise Front Office OTC Interest Rate Derivative Applications and Products Team. He has also previously held management and senior development positions in financial start-up and in e-commerce firms. He holds a Bachelor’s degree in Computer Science from the College of Engineering, University of Illinois – Urbana Champaign, and a Bachelor’s degree in Chemistry from the College of Liberal Arts And Sciences, University of Illinois - Urbana-Champaign.
Jennifer Paik Chung joined Chicago Trading Company (“CTC”) in 2005 and currently leads the Technology Business Management function at CTC. In this role, Paik Chung is responsible for IT budgeting/planning, financial analytics, funding & chargeback, procurement and financial cost modelling. She partners with the CFO, CIO and the Technology Management team to maximize the business value of CTC’s IT investments.
Paik Chung has more than 20 years’ experience in technology and finance working in trading and electronic exchange environments. Prior to joining CTC, she worked at the Archipelago Exchange as the Director of Client Connectivity and JPMorgan as a Vice President in the Equities Electronic Trading group. She holds a B.S. degree in Computer Science from Tufts University and attained her M.B.A. from the University of Chicago Booth School of Business.
Ben Reasons joined Chicago Trading Company (“CTC”) in 2016 as a Financial Analyst in the Technology Business Management team at CTC. In this role, Reasons partners with the Technology Management team to improve application and service reporting, application cost modeling, run/change methodology, and cloud analytics.
Prior to joining CTC, Reasons worked at CME Group as a TBM Analyst. He holds a Bachelor’s degree in Economics from Dartmouth College.
Stephen Turner has more than 15 years’ experience in IT management across a number of different industries. Much of Turner's career has been spent in the area of IT portfolio management where he has implemented and embedded a single global process across Shell IT delivery teams that enables the identification and significant reduction of operate costs. More recently he moved into Shell’s TBM office where he is responsible for managing the delivery of Shell’s Technology business management capability, and expanding scope to look beyond cost transparency to drive tangible business outcomes through insight driven decision making.
JJ O’Malley is a Principal Solutions Consultant who helps Apptio’s prospects and customers define requirements and outcomes supported by Apptio’s suite of products. Prior to this, he was a business consultant supporting verticals such Project Portfolio Management and PeopleSoft financials.
Dirk von der Brake is a long-time veteran of the IT organization at ExxonMobil and as of 2017 the TBM Office Manager. Since 2013 he manages the IT Benchmarking practice for ExxonMobil which has now been combined with the TBM Office. In both roles, he was instrumental to help IT run-as-a-business.
Dirk started his career with Esso in Germany, before moving to IT positions supporting the downstream, chemical and upstream businesses. He has more than 25 years of experience in IT operations, projects and business relationship management. He previously held the IT Area Manager position for Central Europe coordinating on-the-ground IT operations for 9 countries.
Over the years, he has served in both technical and management roles in Germany, the UK and United States. Dirk is based in Houston, Texas.
Ulka Wilson joined Exxon in 1991, after obtaining a B.S. in computer science and finance at Trinity University in San Antonio, TX and an M.B.A in finance at Washington University in St. Louis, MO.
She has worked in many functions across the company, including in Controllers, Planning, Treasurers, HR and IT. She has experience supporting several business lines, including Refining, Fuels Marketing, Production and Coal & Minerals.
She started in Controllers in the Downstream, responsible for process improvements, financial reporting and business analysis. She worked on a project to sell Exxon's Credit Card Operations to GE Capital. In 1994, she transferred to Treasurer's and worked in Banking and Credit Operations developing applications to automate manual activities and in the Finance function analyzing divestments, setting up various financing arrangements and issuing debt.
In 1998, she moved back into Controllers in the Upstream to manage a team responsible for planning and budgeting, capital budgeting, controls and safety for U.S. Production. She also worked to merge the financial teams, processes and systems when Exxon and Mobil merged. In 2003, she moved to managing a team providing financial analysis to IT. After three years, she was moved to ExxonMobil's headquarters in Dallas, TX, where she was the HR Planning Manager for HR globally.
In 2009, she moved into IT as the Global Planning Manager. She has been part of the transformation of IT from a cost center to a service provider and valued business partner. The TBM Office and TBM Expansion team is part of her organization. She recently shifted her team from Planning to IT Business Management driving insights and data driven decisions across IT.
Wilson is married to Rob, who also works for ExxonMobil, and has three boys - Chase (19), Lance (16) and Sloan (14). Her hobbies include 5AM boot camp, cooking, drinking wine, flying, scuba diving, traveling, and designing jewelry.
Matt Temple is a finance, IT, and operations leader with 23 years of experience in the entertainment media, financial services, software development, and healthcare industries. He is an imaginative leader in using technology to solve enterprise-wide challenges.
Effective in cost allocations, streamlining routines, expense management, total cost analysis, forecasting, budgeting, annual planning, and strengthening operations to maximize performance and profitability. He has a track record in driving innovation in process improvement initiatives, managing key metrics, and creating solutions that positively affect the bottom line.
Bob Fecteau is the Chief Information Officer (CIO) for SAIC. In this role, Fecteau is responsible for guiding technology investments and delivering operational services in direct support of the business. As the CIO, he focuses on the efficiency and effectiveness of enterprise IT operations in support of both internal business needs and customer support processes.
Prior to joining SAIC, Fecteau served as the CIO of BAE Systems’ Intelligence and Security sector and as Chief Information Officer, United States Army Intelligence and Security Command (INSCOM). In 2001, he was selected for the Department of Defense’s Chief Information Officer Award for Outstanding Achievement in Information Management.
As an Army officer he served a variety of roles with the intelligence branch including, Army System Integration Management Officer (SIMO) for Army Intelligence; Intelligence Systems Architect for automated systems; Tactical Intelligence Officer; Human Intelligence Officer; and Company Commander. While assigned to Army headquarters as the Army SIMO, he received the National Intelligence Meritorious Citation for support to the Army’s and National Intelligence Community’s Y2K mission as well as serving as the Army’s Intelligence Year 2000 Program Manager.
Fecteau also serves the technical community as an executive board member of CIO Magazine’s CIO Executive Council. He also works as a mentor within the Pathways Program and teaches Enterprise Architecture and IT Leadership at Carnegie Mellon University’s Executive Education Program. His technical and leadership acumen has also been recognized by industry peers. In 2009 he was selected as one of the top 100 IT Leaders by Computerworld Magazine and in 2004, he received Government Executive Magazine’s Grace Hopper Government Technology Leadership Award for his efforts in breaking down barriers between government and industry through the use of the Army Contractor Automated Verification System (ACAVS). The ACAVS system has continued to deliver outstanding savings for the U.S. Army and contract companies in support of intelligence missions.
Fecteau received a Bachelor of Science degree from Corpus Christi State University and completed Syracuse University’s masters of information studies in Washington, DC. He also received a Chief Information Officer certificate from the National Defense University.
Jon Hunter is vice president worldwide sales for BMC’s digital service management business. He has more than 20 years enterprise IT experience specialising in large scale transformations and taking high- growth organisations to a new level.
Prior to joining BMC Hunter was executive vice president of worldwide field operations at OpenText Corporation. In this role he led a team of 3,200 sales, operations and professional services personnel.
Previously, he was senior vice president and general manager of North America at CA Technologies where he oversaw over 1,300 sales, marketing, and services professionals.
Hunter is active in local charity initiatives in the community and serves on the board of directors for Celebrity Fight Night, a charitable organisation that has raised over $108M with the significant beneficiary being the Muhammad Ali Parkinson Center and Barrow Neurological Institute in Phoenix along with St. Vincent DePaul and other charity organisations. He is an avid supporter of ASU and is a member of the ASU Deans Council. He maintains an intense focus and understanding of leadership and aspires to mentor the next generation of leaders. Hunter has a Bachelor of Science degree from Arizona State University in 1994.
Brian Wolk is the Director for the Technology Business Management Office (TBMO) and has been implementing TBM methodologies for more than 6 years. Wolk partners with Finance and Technology to define and implement financial and operational solutions that eliminate redundant manual processes and provide insight into all of Cox Automotive’s technology and product development spend. Furthermore, he leads the Enterprise Tools and Asset Compliance teams.
Jason Byrd is a Managing Director in KPMG’s CIO Advisory practice, leading the Technology Business Management (TBM) franchise to help clients “run IT as a business” through financial transparency. He has spent his entire career serving as a strategic adviser and management consultant to the offices of the CIO and CFO. He is able to provide the combination of thought-leadership, delivering hands-on system implementation, managing teams of technical and functional staff, advising the highest levels of IT leadership, and communicating with the key business and finance stakeholders.
Byrd has been recognized and published in the areas of TBM, IT Financial Management (ITFM) & Chargeback, IT Service Management (ITSM) & Service Portfolios, Organizational Design & Governance, ERP integration, Service Oriented Architecture (SOA), Vendor Selection/Evaluations, Business Cases & ROI calculation, Business Intelligence, and IT Outsourcing Strategy/Management.
Syonia Peterson is the Software Asset Manager for California ISO. She oversees the daily and long term strategic management of software and hardware technology. She develops and manages the IT O&M budget. Her career in IT Management spans more than 30 years with roles in all facets of IT including Sales, Support Services, Finance and Executive Management.
John Curcio joined SunTrust in 2013. He is the Chief Technology Officer, Infrastructure responsible for the EIS Production Services Organization. Curcio has extensive experience as Managing Director and as an IT Executive in the Financial Services Industry. He has more than 25 years of progressively responsible experience leading as many as 1,000 employees in organizations with budgets in excess of $1 Billion. Curcio has led global teams through major organizational, operational, technical, and financial transformation throughout his career including major IT outsourcing/insourcing initiatives, merger integrations, risk remediation programs, organizational/ITplatform transformations, and delivered several hundred million dollars in cumulative IT productivity and efficiency savings.
He has held significant leadership roles while at JPMorganChase and UBS as a Chief Operating Officer, Head of IT Strategy, Risk, and Quality Assurance, Technology Product Manager, and Strategic Program Manager. His understanding of both domestic US and international financial services encompasses Investment and Retail Banking, Trading, Wealth and Asset Management.
His proudest professional achievements include having an opportunity to lead organizations through times of crisis such as the attacks on September 11th. Curcio has a Bachelor of Science degree from St. John’s University.
Lee Hawley joined SunTrust in2014 to lead the implementation, practice and adoption of TBM and IT Cost Transparency. Hawley and her team partner with finance, technology leaders, and senior IT leadership to change the conversation on IT cost to actionable information driving strategy and decision making. Hawley began her career in TBM in the global financial services industry with more than 25 years in various technology management roles such as business manager for end user services and network/data center product management, technology risk, program/project office, IT resource and location strategies, E-discovery, and finance/budget responsibilities.
She also enjoys engaging within SunTrust in various volunteer roles, such as a purpose ambassador, spreading the word of our on Up Movement, and newly joined as co-chair of the SunTrust People with Disabilities inclusion network for the Atlanta area.
Bill Kasenchar is the Sr. Director of Financial Management for Information Systems and Computing at the University of Pennsylvania. Kasenchar brings a breadth of business and technology experience to the University and TBM. He has worked in many facets of IT and finance areas in both startup and education environments. He has used his engineering background in large-industry manufacturing environments. He is also furniture designer and woodworker, who operates his own business. Kasenchar has been involved in software and emerging technologies for more than 30 years employing a hands-on approach and creative use of technology that motivates others and builds a strong foundation for collaboration across large decentralized organizations.
Kasenchar graduated from Rutgers University with a Bachelor of Sciences in Electrical Engineering.