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TBM Summit EMEA 2026

June 25, 2026
Register now

Agility under Sovereignty: Operating, Investing and Innovating across a Fragmented Europe

As shifting geopolitics and sovereignty policies reshape cloud, AI, and data strategies, organizational agility has taken on a new dimension. True agility now requires a seamless integration of governance, across data, investment, and operating models, with adaptable architectures and procurement practices.

Technology Business Management (TBM) is purpose-built for this complexity. This session explores how to navigate emerging sovereign-cloud and data-residency requirements without sacrificing innovation or speed-to-value. Attendees will gain actionable insights into maturing their TBM capabilities, balancing strict compliance with total transparency into tech costs and consumption.

Key Discussion Topics:

  • TBM Playbooks: Practical strategies for adoption, measuring value, and improving investment outcomes.

  • Sovereign Realities: Navigating regulatory trends and their implications for architecture and vendor management.

  • Execution Agility: Leveraging flexible funding and rapid re-prioritization to protect business outcomes.

Wednesday June 24

10:30 AM – 12:00 PM

Q2 EMEA Regional Advisory Board Meeting Closed Door

An exclusive strategy session for EMEA Advisory Board members to align on regional governance, taxonomy updates, & the 2026–2027 TBM roadmap.

OBA Congres — Prinsenzaal 6.6
12:00 PM – 1:00 PM

Executive Networking Lunch Director+

Private networking lunch for Director-level & above attendees to connect & align strategic goals prior to the afternoon sessions.

OBA Congres — Torenkamer (7th Floor)
1:00 PM – 3:00 PM

Executive Roundtable Director+

An interactive, peer-to-peer session exploring complex leadership challenges in balancing regulatory data residency demands with corporate tech agility. This collaborative session addresses:

  • Sovereign Impact: What Can You Do? – Practical steps for navigating localized data infrastructure rules.
  • AI: Tokenomics & the AI Economy – Assessing the structural financial realities of scaling enterprise generative AI models.
  • Operating Model & Governance of the Future – Adapting cross-functional oversight boundaries between Finance, IT, & Procurement.
OBA Congres — Prinsenzaal 6.6
3:30 PM – 5:00 PM

Pre-Event Workshops Simultaneous Tracks

Deep-dive technical configurations & strategy labs. Choose one track to attend live:

Track 1 • OBA Congres — Prinsenzaal 6.6
TBM Primer
Jack Bischof (TBM Council)

Perfect for updating core skills. Covers modern TBM taxonomy, framework fundamentals, & deployment success paths.

Track 2 • OBA Congres — Keizerszaal 6.5
AI Champion
Boz Vitanova (TeamLift)

Go beyond simple productivity. Build advanced agentic AI tools & walk through modern corporate machine learning use cases.

Track 3 • OBA Congres — Herenzaal 6.4
AI Sovereignty by Design
Dr. Martin Kartomo (naice-group.ai)

AI sovereignty is no longer a policy slogan; it is a board‑level capability that determines where your data lives, who controls your models, and how you avoid lock‑in while still scaling AI at speed.

7:00 PM – 10:00 PM

Evening Network Dinner

Evening networking dinner featuring informal discussions overlooking the city of Amsterdam.

LuminAir NORTH (DoubleTree Rooftop)

Thursday June 25

8:00 AM – 9:30 AM

Morning Coffee & Registration Check-in

Room: Breakout Gallery / Foyer
9:30 AM – 10:45 AM Keynotes Room: NORTH 1–4
Welcome & Open
Matt Guarini (TBM Council) & Jenny Wood (Skipton Group)

Matt and Jenny will kick off the day, setting the stage for the valuable learning and strategies in store for attendees.

EU Sovereignty: The Realities We Must Prepare For
Jack Bischof (TBM Council), Cristina Caffara (EuroStack), Susanta Dey (ISG), Hillevi Agranius (Securitas) & Jenny Wood (Skipton Group)

Jack Bischof will moderate an executive-level evaluation of how EU sovereignty will impact localized AI, data, cloud, vendor and security requirements, and spur EU innovation and demand. The group will unpack what organizations are doing in preparation for governing risk and tech value under sovereignty.

TBM As the Semantic Layer for AI
Matthew Guarini (TBM Council)

Learn how Technology Business Management serves as the cross-functional semantic architecture needed to successfully apply AI in a business context, linking complex tech assets and resources to standard business product and service value chains and standardized financial and performance insights.

10:55 AM – 11:30 AM Breakouts
Track 1NORTH 1–4
Technology Economics at Scale: ABSA Group's Journey from Cost Visibility to Business Value
David Harding (MagicOrange), Vagner DeSouza (ABSA), Nemang Maharaj (ABSA) &Pranesh Mahadeo (ABSA)

Learn about the journey of one of EMEA's largest financial institutions as the company evolved from having very basic cost visibility to possessing full TBM maturity. The ABSA Group team will join MagicOrange's CEO on stage to discuss how the company has matured its TBM practice from spreadsheet-based chargeback into an enterprise capability supporting application TCO, cloud economics, executive reporting and strategic investment decisions. In this session, you will discover how the organization connects technology consumption, cost and business outcomes, and uses that connection to improve financial accountability and decision-making at scale. The ABSA team will highlight the benefits of their TBM work today and describe their journey to TBM maturity, the journey that earned them recognition as a finalist for the TBM Council's 2026 EMEA Pioneer Award.

Track 2SOUTH 1
Philips: An Adoption Journey
Peter van Loon (It's Value) & Lazar Detchev (Philips)

Philips details their TBM journey, from rollout of a new service catalog, to Tower TCO, consumptive chargeback and planning methods - all in 12 months

Track 3SOUTH 2+3
The Evolution of the TBM Office: Operating at AI Speed
Josh Roberto (Yarken), Toby Blythen (FNZ) & Sunil Anand (NationalGrid)

A discussion of how the role of the TBM Office is evolving, and expectations for greater value are fueling AI-enabled automation and speed-to-value.

Track 4SOUTH 4–5
TBM Community Enablement: Tech Economics & TBM Benchmarks
Jack Bischof (TBM Council)

In this session Jack Bischof will share some of the latest insights on Technology Economics, benchmarking and industry metrics, and detail TBM Council's new service.

11:40 AM – 12:15 PM Breakouts
Track 1NORTH 1–4
One Model Doesn't Fit All: Operating Models Shape TBM Practice
Peter van Loon & Stefan Jugel (It's Value)

A tactical learning session focusing on building TBM models that reflect the distinct corporate operational topologies of modern organizations.

Track 2SOUTH 1
From Standing Start to Value Driver: A TBM Journey
Paul Haines & Daniel Akrigg (Skipton Group)

Discover how Skipton Group transformed basic spreadsheets into an integrated economic system connecting EA blueprints with financial and asset portfolios.

Track 3SOUTH 2+3
The Key Skills for Success in TBM, Now & Over the Next 3-5 Years
Derek Brown (Tech Resourcing) & Matthew Guarini (TBM Council)

An interactive look at how changing organizational needs and emerging tech are evolving traditional tech and finance skill requirements and career pathways, and what is now needed for effectively managing value and financials across the technology landscape.

Track 4SOUTH 4–5
Next-Gen Software Intelligence: EA, Portfolio & Procurement Management Will Never be the Same
Louise Baldwin (Archways AI)

Explore how organizations are applying practical AI-enabled management automation to cut through the complexity and politics of Enterprise Architecture, Procurement, optimization and renewals. Learn first-hand how to transition from reactive management to governed, evidence-based decision-making.

12:15 PM – 1:15 PM

Main Summit Lunch Break

Room: WE ARE EDN Restaurant (Ground Floor)
1:15 PM – 2:30 PM Keynotes Room: NORTH 1–4
EMEA TBM Awards Recognition
Jack Bischof (TBM Council)

Honoring regional enterprise achievements in execution maturity, financial transparency, & delivery agility across Europe.

Tokenomics: Considerations for the AI Economy
Dr. Martin Kartomo (naice-group.ai)

A dive into token economics, standards and methods to accurately forecast scalable multi-model execution costs.

Tech Sustainability: What You Need to Know & What You Can Do
Mark Butcher (Posetiv Cloud Ltd.) & Wiebren van der Zee (ABN AMRO)

A briefing highlighting how ABN AMRO is tackling tech sustainability across the entire landscape, and where they're going next

AI for TBM Innovators: Learning from Those That Are Doing
Konstantin Popov (Arcario), Louise Baldwin (Archways AI), Amit Saar (OpenOps), Greg Holmes (Apptio, an IBM Company) & Ravi Kuppan (Yarken)

AI-native and AI-enabled solutions for TBM are on the rise. This panel of innovators will share their specific focal areas and the problems they set out to solve .

2:40 PM – 3:15 PM Breakouts
Track 1NORTH 1–4
Managing Strategic Tech Investments in a Fast-Changing World
Peter van Loon (It's Value) & Sebastien Delautre

Techniques for managing capital investment and value, and informing strategy despite volatile changes in tech and regulatory landscapes.

Track 2SOUTH 1
Learnings from a TBM Multi-Award Winner
Jack Bischof (TBM Council)

An interactive dialogue uncovering the bottlenecks, cultural wins and techniques used to drive TBM benefits from TCO to Unit Economics to Carbon .

Track 3SOUTH 2+3
Getting Digital Governance Right For the Future .
Roberto Danker (Nokia)

The AI-enabled digital age operates at a different pace, this duo will unpack future governance requirements for successful digital value management.

Track 4SOUTH 4–5
Extending TBM to Tech Sustainability: Learn from ABN AMRO & Assess Yourself!
Mark Butcher (Posetiv Cloud Ltd.) & Wiebren van der Zee (ABN AMRO)

Some tactical guidance for embedding carbon metrics, awareness and culture into your organization. Learn how TBM supports your journey and how you can gain insight to your own carbon consumption and maturity!

3:20 PM – 4:00 PM Breakouts
Track 1NORTH 1–4
AI for TBM
Greg Holmes & Simon Walker (Apptio, an IBM Company)

Move beyond concepts. Technical roadmap session details how to execute algorithms across multi-cloud environments to isolate ledger anomalies & build predictions.

Track 2SOUTH 1
TBM Master Class: Lessons from a Mature Enterprise
Sunil Anand (National Grid)

Track 3SOUTH 2+3
How TBM Helped DOGE Increase Government Effectiveness & Governance.
Teddy Vagias & David Christopher (Mason Harriman)Lim Vermeer (Vermeer Consulting)

Review a systemic approach to providing governance changes, highlighting how detailed accountability mappings trimmed wasteful overhead & structured operations.

Track 4SOUTH 4–5
Need to Know: New Council Memberships & Services
TBM Council

A briefing detailing newly added corporate benchmark libraries, standard compliance tools, & network resources launched to build regional data fluency.

4:00 PM – 4:15 PM

Summit Wrap-Up

Speaker: Jack Bischof (TBM Council)

A quick executive recap highlighting the critical strategic takeaways & implementation priorities from Day 2.

Room: NORTH 1–4
4:15 PM – 5:00 PM

Closing Coffee Reception

Concluding coffee & networking

Room: Breakout Gallery / Foyer

Agenda subject to change.

Register now

Speakers

Amit Saar
Co-Founder & CEO
OpenOps
Boz Vitanova
Founder & CEO
TeamLift
Cristina Caffarra
Co-founder & Chair
EuroStack Initiative Foundation e.V.
Daniel Akrigg
Director of Technology
Skipton Group
David Harding
CEO
MagicOrange
Derek Brown
Managing Director
Technology Resourcing Ltd.
Greg Holmes
Field CTO, EMEA
Apptio, an IBM Company
Hillevi Agranius
Group CIO
Securitas Group
Jack Bischof
General Manager
TBM Council
Jenny Wood
Group CIO
Skipton Group
Josh Roberto
Head of US Operations
Yarken
Julie Batty
P&BM Lead Analyst
NatWest Group
Konstantin Popov
Founder & CEO
Arcario Group
Louise Baldwin
Co-Founder & CEO
Archways AI
Mark Butcher
Director
Posetiv Cloud Ltd.
Dr. Martin Kartomo
Co-Founder
naice-group.ai
Matt Guarini
Matthew Guarini
Executive Director
TBM Council
Paul Haines
Sr. TBM Office Manager
Skipton Building Society
Peter van Loon
Founder & CEO
It's Value
Ravi Kuppan
CEO
Yarken
Saqib Rizvi
VP EMEA
Yarken
Sébastien Delautre
Independent Executive Advisory
Simon Walker
VP Sales Core IBM Apptio Solutions EMEA
Apptio, an IBM Company
Stefan Jugel
Principal Consultant
It's Value
Susanta Dey
Director, Infrastructure & Cloud Lead EMEA
ISG
Teddy Vagias
Partner
Mason Harriman Group

Ecosystem Members:

DoubleTree by Hilton Amsterdam Centraal Station

Oosterdoksstraat 4, 1011 DK Amsterdam, Netherlands

Transportation:

  • Amsterdam Airport Schiphol (AMS), 11 miles away (approx. 20 minutes by train)
  • Amsterdam Central Station (East Entrance), 2-minute walk away
  • Prins Hendrikkade Bus & Tram Stop, 3-minute walk away
  • Nieuwmarkt metro station, 10-minute walk away

2025 Highlights

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