Benefits of Cloud Services for IT and Business. Showback/Chargeback Implementa on

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1 IMF Fall Senior Executive Forum October Miami, FL Miami Loews Hotel Topics Include: Benefits of Cloud Services for IT and Business Debunking Common IT Myths Cloud Security Infrastructure Outsourcing Showback/Chargeback Implementa on TheIMF.com

2 About The IMF & Our Meetings T he IMF is the best source of unbiased informa on in IT. Since 1975, we have remained unique as a vendor free, enterprise wide membership for IT execu ves to share best prac ces and ideas. Our members are industry leaders who favor intellectual discussion over packaged opinions and diverse backgrounds over geographic or industry specific groups. We provide the highest quality personal service for a group of select members and work to be the best value in their IT budget. ITFM Mee ngs are vendor free events that promote an open exchange of ideas across all aspects of IT Finance. They provide excellent opportuni es for developing your professional network while hearing real best prac ces from industry peers. Why are these mee ngs valuable? Build las ng rela onships with colleagues across member organiza ons na onwide. Vendor free environment promotes transparent dialogue amongst a endees. Hear real best prac ces, strategies, challenges, and management techniques from your peers. Opportuni es for presenta on before senior IT Finance execu ves in Fortune 500 companies. Specific topics of interest at ITFM Mee ngs are determined by ITFM member organiza ons versus analysts or vendors. 3 Easy Ways to Register Web: theimf.com/imf-events.htm registration@theimf.com Phone:

3 Day 1: Monday, October 13, :15 am Breakfast 9:00 Company Introduc ons Agenda 10:00 Break 10:15 Presenta on: Benefits of Cloud Services for IT and Business Geof Knoerzer, Chief Informa on Officer, Afni Geof Knoerzer will lead a discussion on his organization s work in cloud services, discuss if cloud technology is beneficial for IT, and examine the risks and benefits of cloud services from a business perspective. 11:15 Presenta on: Showback / Chargeback Implementa on at Milliken & Company Chip Ward, Director, Global Informa on Systems, Milliken & Company Chip Ward will discuss his organization's implementation of a chargeback / showback process for IT services. Milliken & Company will put the system into practice in a phased approach spanning multiple years. Chip's financial background brings a unique perspective to a simple approach for chargeback / showback. 12:15 pm Lunch 1:15 Presenta on: Debunking Common IT Myths Bill Miller, Chief Informa on Officer, Broadcom Bill Miller will discuss generally accepted best practices for new IT trends, from cloud services and bring your own system policies to virtual desktops. Bill will explore if these trends yield benefits to IT and to the business.

4 Day 1: Monday, October 13, :15 pm Break 2:30 Presenta on: Third Party Risk Management Phil Hirschel, Director of IT Risk Management, PricewaterhouseCoopers Phil Hirschel will lead a discussion on risk and security in cloud services. Cloud is opening up new opportunities to reconsider how IT supply chain risks are being managed. Phil will discuss: The need to take a broader look at the cloud definition as part of our supply chain management programs and develop a better understanding of where our data is being hosted With the broader view, what do your contracts look like? The need to determine how to apply our internal risk programs in the context of cloud. How are we tracking and measuring risk? What we should have learned from Heartbleed and the need to connect incident response and supply chain management. Developing a clear understanding of retained responsibilities when doing IaaS. 3:30 Facilitated discussion on your topics trending throughout the day Agenda 4:00 Adjourn 6:00 Dinner: A Fish Called Avalon 700 Ocean Drive, Miami Beach, FL Attendees will enjoy seafood at A Fish Called Avalon, a vibrant, modern South Beach restaurant.

5 Day 2: Tuesday, October 14, :15 am Breakfast 9:00 Presenta on: Infrastructure Outsourcing: Transi oning From One Vendor To Another Bill de Fex, Associate Vice President, Chubb Insurance Agenda Bill de Fex will lead a discussion on best practices for transitioning outsourced IT services and infrastructure from one vendor to another, including strategies for mitigating risk and ensuring availability during such a transformation. 10:00 Break 10:15 Presenta on: The Social/Personnel Impacts of Large Scale Transforma on Tom McGuffey, Director of Informa on Technology, Quanta Services Tom McGuffey heads IT for Quanta Services, a corporation that provides outsourced services for electric, telecommunications, broadband, and gas pipeline industries. Tom will lead a discussion on managing the operational impact of a large-scale organizational transformation, with specific focus on managing personnel and talent during such a transition. 11:15 Future Mee ng Planning 11:45 Adjourn

6 Geof Knoerzer, Chief Informa on Officer, Afni Geof Knoerzer joined the Afni team on August 1, 2011 as Vice President and Chief Information Officer (CIO). Geof has an extensive and successful background in IT solutions management and consulting, with highly relevant experience across multiple industries, including telecommunications, financial services, and energy among others. Prior to Afni, Geof was Vice President and Chief Information Officer for Verizon Wireless, Midwest Area. His oversight included over 400 retail locations, seven call centers and 10 regional headquarters offices. Geof s experience also includes roles of increasing responsibility and IT oversight for companies such as Verizon Wireless, GTE Wireless, Ameritech Cellular and Convergys. As CIO, Geof has executive level strategic and delivery responsibility for all technology solutions, including application development, infrastructure and networking, the customer support center, third party applications and solutions delivery. Geof completed his education at Indiana University with a degree in Accounting and received his MBA from DePaul University. He is also an adjunct professor at DePaul University in Chicago, teaching MIS courses to students in the DePaul University MBA program. Geof supports the National Prevent Child Abuse America organization in updating the Information Technology for the organization. Chip Ward, Director, Global Informa on Systems, Milliken & Company Chip Ward is the Director of Global Information Services for Milliken & Company which is headquartered in Spartanburg, South Carolina. Milliken is a leading, privately-held, technologybased company with businesses in chemical, floor covering and performance textile markets. Milliken has been selected by Ethisphere Magazine as one of the most ethical companies in the world since the award was first introduced in 2007 and has been selected as one of the best 100 companies to work for by Fortune Magazine. Milliken was also the first company in America to be named a repeat winner as one of America s Safest Companies by EHS Today Magazine. Bill de Fex, Associate Vice President IT Assistant Controller, Chubb Insurance Presenters

7 Phil Hirschel, Director of IT Risk Management, PricewaterhouseCoopers Phil leads IT Risk Management for the US firm of PwC. He has over 20 years of IT experience including roles in security, network and telecom, operations, business management, support and project management. Phil's current responsibilities include leading PwC's third party risk management, client security, IT controls assurance, IT policy and IT risk assessment functions. Phil graduated from UVa with a degree in Finance. He holds numerous security and privacy credentials including the CISSP, CRISC, CISM, CIPP/US, CIPP/E, CIPM, ISO27K-LI and CCSK. Presenters Bill Miller, Chief Informa on Officer, Broadcom Bill Miller serves as Vice President and Chief Information Officer for Harris Corporation, headquartered in Melbourne, Florida. He is responsible for application development and support, global computing and network operations, telecommunications services, enterprise security and IT architecture. Bill joined Harris in 1985 as a Senior Engineer with the company s former Semiconductor Business. Since then he has held engineering and management positions of increasing responsibility. He served as Director of Harris Corporate Information Technology Advisory Staff through Bill was promoted to Vice President of Corporate Information Management in 1998, and was selected to lead corporate-wide IT functions in Bill has a Bachelor s Degree in Engineering from Loyola College in Maryland, a Master s Degree in Materials Science from the University of Virginia, and an MBA from the University of Central Florida. Tom McGuffey, Director of Informa on Technology, Quanta Services

8 Loews Miami Hotel 1601 Collins Ave, Miami Beach, FL 33139; (305) HOTEL INFORMATION The Fall Senior Execu ve Forum will take place October 13th and 14th at the Loews Miami Beach Hotel in Miami Beach, FL. We've arranged a discounted rate of $199 per room. To make a reserva on, please call and use the group name 'Informa on Management Forum Group.' Overnight valet parking is available for $42.80 per day; self parking is available at the neighboring City of Miami Beach Municipal Garage located directly across the street from the hotel for $16.00 per day. *To receive the discounted rate, you must reserve your room by September 12, Visit the Miami Loews Hotel website.

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