Professional Documents
Culture Documents
Saturday, December 3
7:00 P.M. 11:00 PM
Optional Evening at III Forks. A top rated Austin Restaurant. Email ITA to sign-up. We will bill after on a cost-share basis usally $125ish.
Sunday, December 4
8:00 AM 12:00 PM 3:00 PM 3:00 PM 5:00 PM 4:00 PM 4:00 PM 4:30 PM 8:00 PM 6:30 PM
Optional Biking and Golf - Email ITA to sign-up. Details to follow. Intacct Partner Meeting (Invitational) Thomson Reuters / SurePrep Cradle to Grave Tax Workflow Solution (Invitational) Registration Welcome and New Member Introductions, Keynote Presentation "The Shift Age" Networking Reception (Hors d'oeuvres, Beverages) - Dinner on Your Own
Chat with vendors and all ITAers in attendance. Make plans for Dinner afterwards.
6:30 PM
8:00 PM
Monday, December 5
7:00 AM 8:00 AM 8:00 AM 9:15 AM
Registration, Full Breakfast & Networking Introductions & Meeting Details, Keynote Presentation "Get Out of IT While You Can" The Big Shift: Survival or Opportunity? Reinventing Your Firm Where is Our New Business Coming From? ITC - CompTIA's Transforming Your Business to the Cloud Marketing ITC - CompTIA's Transforming Your Business to the Cloud Sales Luncheon & Networking The Big Shift: ITC - CompTIA's The Survival or Growing Your Business Unified Communications Opportunity? by Selling to Your Continuum Enhancing Your Service Existing Client Base Portfolio Merger & Acquisition Modeling Your Business Opportunities in the IT for Success Services Market Roundtable Discussions Roundtable Discussions (See topics in Session (See topics in Session Descriptions) Descriptions)
9:30 AM
10:45 AM
11:15 AM
12:30 PM
The Big Shift: Business Growth Survival or Opportunities With Opportunity? Business Document Management Models
The IT Role of the Future: Moving from Infrastructure to Innovation and Service
12:30 PM
2:00 PM
2:00 PM
3:15 PM
3:45 PM
5:00 PM
The Cloud - What Are ITC - What's Happening We using and What Are in My Practice The Results
LCR Getting to Know One Another
(Invitational)
5:15 PM
6:15 PM
Open
Open
6:30 PM
10:30 PM
ITALand's City Limits Party - In the Hotel's Penthouse Lounge Overlooking Austin Enjoy the Food and Live Blues Music Famous to Austin
Tuesday, December 6
7:00 AM 8:00 AM
Full Breakfast & Networking The Cloud Understanding What It Is and Where It's Headed A Comparative Debate About the Cloud vs Traditional Models The Cloud - SaaS Best Practices Whats New in Social Media The Ever Changing Landscape Using Social Media to Generate Revenue Real World ROI Examples The Social Business Imperative Strategic Product Roadmaps: CCH
8:00 AM
9:15 AM
9:45 AM
11:00 AM
LCR - Are You Building Sustainable Value? How Are You Measuring and Managing It?
11:30 AM
12:45 PM
LCR - Communications Strategies to Create a One Firm Culture Luncheon & Networking
12:45 PM
1:45 PM
1:45 PM
3:00 PM
3:15 PM
4:15 PM
SharePoint - A Tactical SharePoint - A Strategic Reality Check Reality Check ITL Wrap Up
4:25 PM
4:45 PM
Wednesday, December 7
9:00 AM
1
1:00 PM 12:00 PM
NetSuite's The ROI of Cloud Computing for VARs Workshop (Invitational) Star User Group Meeting (Invitational)
8:00 AM
Mark Your Calendar - Spring Collaborative, May 6-8, Marriott's Harbor Beach, Ft. Lauderdale
Registration and Room Reservations To register you and your TeamSend an e-mail to Jo Ann at ITA
Meeting Fees Consultants/Resellers Members - $650 First and Second Person, $550 for 3 or more from the same firm. Nonmember $1200 Internal Tech Leaders 3 people are prepaid with your dues Additional people - $650 Vendor Members Alliance Partners (APs) 2 people prepaid with your dues. $650 Each Additional Affinity Partners & Vendors to Profession (APVs) 1 person is prepaid with dues. $650 Each Additional Consultants to the Profession (CTPs) 1 person prepaid with your dues. $650 Each Additional Companions Sunday & Monday Night Events - $200. Sunday is $50. Monday is $150. When in doubt Ask Jo Ann Cancellation / Substitution Policy Meeting cancellations will be honored up to November 23 with no obligation. A modest administration fee may be charged after that date. Substitutions will be honored. Please email Jo Ann the following information for EACH planned attendee. You will receive a confirmation and an invoice. We take Checks, VISA or MasterCard. Hoping there will be multiple registrations to take advantage of our reduced rate More registration tables like this are provided on the next page.
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
Fullname Nickname (Joe for Joseph) Firm/Company Address City, State, Postal code Preferred Business Phone Email
Meeting Track if Known: CR, ITL, ITC, LG Firms
SessionContentDescriptions 2011ITAFallCollaborative
KeynoteSessions
TheShiftAge TheShiftAgeisabouthumanity'snewera.AstheInformationAgegiveswaytotheShiftAge,weareenteringatimeof transformationandchangethatoffersbothgreatriskandincredibleopportunity.Whydothingshappensofast?Why dowefeelunsettled,evenoutofcontrol?DavidHouleidentifiesandexplainsthedynamicsandforcesthatalreadyhave reshapedandwillcontinuetoreshapeourworldforthenext20year. GetOutofITWhileYouCan! AlthoughourMondaykeynoterisntreallysuggestingthatyousellyourITfirmorquityourITjob,heissuggestingthat youneedtochangeathowyourdeliverservicestoyourclients,whethertheybeclientsofyourconsultingandreselling firmorclientsofyourCPAfirm.CraigSchiefelbeinspresentation,basedonhisbook,GetoutofI.T.WhileYouCan,will explorehowbygettingoutofITwecangettoabetterplaceinourlifeandourcareer.
Consulting&Reselling(CR)Track
FirmoftheFutureTheBigShift:SurvivalorOpportunity?A3SessionDeepDive Theconsultingandresellingenvironmentischangingmorenowthanithasinthelast30years.Thevarietyofnew productsandservices,newpublisherresellingrequirementsandotherfactorsarecausingmanyofourITAmembersto reviewwhattheyneedtodotocontinuetobesuccessfulinthisnewenvironment.Thisthreesessiondeepdivewill provideinsightonhowtorepositionyourfirmtoaddressthesenewchallenges. (Session1)TheBigShift:SurvivalorOpportunity?ReinventingYourFirm Inthisfirstsession,wellgettheperspectiveofanindustryconsultantwhohasworkedwithmanyresellerswhoare examininghowtoreinventtheirfirms.WelllookathowmasterVARprograms,buyinggroupsandothernewmethods ofdoingbusinessarebeingpursuedbyconsultingfirms.WellalsodiscusshowmanyVARsarelookingatintroducing newservicesandcomplimentaryproductstobemorecompetitive. (Session2)TheBigShift:SurvivalorOpportunity?BusinessModels Whatareyoudoingtochangeyourbusinesstoadaptandthrive?Doyouseeopportunityinthisnewclimateofchange anduncertainty?Isthereoneanswerormultiple?Joinyourpeersinapaneldiscussionastheysharetheirthoughts andapproachonevolvingtheirbusinesstosurviveorcapitalize? (Session3)TheBigShift:SurvivalorOpportunity?EnhancingYourServicePortfolio Whatareyoudoingtochangeyourbusinesstoadaptandthrive?Doyouseeopportunityinthisnewclimatewhere trusthasbeeneroded?Asyouaddservicesandproductshowdoyoucopewithnewtechnologies,competition, consolidationandtransitioningemployees?Joinyourpeersinapaneldiscussionastheysharetheirthoughtsand approachonevolvingtheirbusinesstosurviveorcapitalize?
WhereisOurNewBusinessComingFrom? Inthissessionwellbepassingthemicrophonetohearmemberssharewheretheirnewbusinessiscomingfrom.Has yournewbusinesscomefromGoogleads,LinkedInads,etc.?Hasnewbusinesscomefromworkingthephones?Has newbusinesscomefromafocusonfindingandgivingreferrals,traditionalmarketing?Thissessionreliesonyour answertothequestionWhereisnewbusinesscomingfrom?Wellalsoshareresultsfromapreconferencemember surveyondifferentbusinessdevelopmentsources. BusinessGrowthOpportunitiesWithDocumentManagement Beingdeveloped GrowingYourBusinessBySellingtoYourExistingClientBase Areyouachievingalltherevenuepossiblefromyourexistingclientbase?Pleasejoinusforthispanelpresentationand learninnovativewaysyourcolleaguesaremarketing,communicatingandpackagingservicestodrivenewrevenue streams. ModelingyourBusinessforSuccessCreatingaProfitableBusinessRegardlessoftheModelYouWorkWithin Ifyouareabusinessowner,youarecurrentlyexperiencingoneofthemostsignificantanddifficultparadigmshiftsin thehistoryofourindustry.Whetheryouarefocusedononpremisesolutions,ondemandsolutions,volumebusiness, complexsales,servicescentricoreventhosethataretryingtoplantheirexitstrategy,thissessionwillgiveyouan entirelynewperspectiveonhowtoplan,modelandmanageyourbusiness.Thissessionis30yearinthemaking.Itwas createdwithinputfromliterallyhundredsofVAR'sthroughoutNorthAmerica.Ithasapplicationandimplicationsfor anybusinessownertryingtodetermine"howtomakemoney"inthiscrazyandeverchangingmarketplace.Don'tmiss thischancetonotonlyhearwhatneedstobedone,buttoactuallyseeanexampleofamodelingtoolthatisgiving partnersallovertheworldanewlookatpartnerprofitability! Merger&AcquisitionOpportunitiesintheITServicesMarket Therecentperformanceofthecapitalmarketsandotherleadingindicatorspointtoanuncertaineconomyandpossibly aslowreboundinM&Aactivityformostsmallandmediumsizedcompanies.However,M&AactivityintheITservice sectorisrelativelystrongbecauseinvestorsareexcitedaboutnewertechnologieslikecloudcomputing,theSaaSmodel, andmanagedservices.InthefirstpartofthepresentationwewilldiscusstrendsintheM&AmarketforITcompanies. ThenwewilldiscusswhatmakesITservicecompaniesattractive.WewillpresenttheM&Aprocessandhighlightthe differencesbetweenbuyingandselling.Whetheryouarelookingtobuyanaddontoyourpracticeorsell/spinoffa portionofyourbusiness,thispresentationwillhelpyouunderstandthecurrentM&AmarketplaceforITfirms. CloudDeepDiveA3SessionDeepDive WewillbehostingaseriesofthreecloudcomputingstrategysessionsthisyearattheAustinevent.Feelfreetoattend anyofthemindividuallyorstayforallthree. (Session1)TheCloudUnderstandingWhatItisandWhereit'sHeaded Partoneoftheserieswillincludea30,000footoverviewofwhatcloudcomputingactuallyis.Whatisthedifference betweenPublicvs.PrivateCloudoptions?Ishostingthesameascloudcomputing?Thiswillbeacustomercentric drivensessionfocusingontheneedsofyourinstallbase.Wehavefoundthatevenwithalloftheeducationthereisa greatdealofmisunderstandandconfusionsurroundingwhatthewordsCloudComputingactuallymeanstodifferent people.WeguaranteeyoullcomeawaywithahigherlevelofclarityabouttheCloudifyouattend!
(Session2)TheCloudAComparativeDebateAbouttheCloudvsTraditionalModels Parttwooftheserieswillbeaninteractivepanelofparticipantsrepresentingprivate(ASP),Public(SaaS/Cloud),On Premise,andHybridmodels.Thepanelistswillbetheretodebatetheprosandconsofeachtypeofsolutionand debunkcommonmythssurroundingtheabilitiesandlimitationsofeachproductorservice.Westronglyencourageyou toaskquestionsaboutwhatproductsarebestforyourclientsandthedemandsofyourevolvingbusiness.Parttwois guaranteedtobeaveryinterestingconversationwhichencouragesopenandfriendlydebateamongstallmembers. (Session3)TheCloudSaaSBestPractices Partthreeofthecloudsessionswillbeallaboutthemoney.CanyourbusinessmonetizeSaaSbasedsolutions?Canyou buildyouraroundnothingbutSaaS?Wheredoestherevenuecomefrom?AndhowdoIgrowmybusiness.Wewill havebothSaaSresellersandSaaSvendorspresentingatthisevent.Learnhowrecurringrevenuecanmakeyour businessmorevaluable.TherealquestiontoaskyourselfisthisifyouchoosenottosellSaaSsolutions,whatwill happentoyourbusinessastheInternetcontinuestoevolve? WhatsNewinSocialMediaTheEverChangingLandscape Whatsnewinthesocialmedialandscape?KimJosephs,SocialMediaexpert,willdiscussthelatesttrendsinthesocial mediaarena.Kimispassionateaboutsocialmedia,technology,findingabetterwayandmakingadifference. UsingSocialMediatoGenerateRevenueRealWorldROIExamples Learnfromasmall,diversified,groupofsomeoftheindustrysmostcreativeminds,whohaveteamedtogetherto createaninnovativeapproachtogeneratingleadsandcustomersthroughFacebook,LinkedIn,YouTube,andTwitter. TheSocialBusinessImperative Accordingtoa2011GartnerGroupreport,thereisoneabsoluteaboutSocialCRM:itwillbemandatory,notoptional, forthemajorityoforganizations.BillGatessays:socialnetworkingtypeapplicationswillbeasubiquitousinthe workplaceasMicrosoftOfficetoolsandwilllikelyreplaceemailasthedominantformofcorporatecommunications.A 2010McKinseystudydeterminedthatorganizationsusingsocialbusinesssoftwareattainmeasurableincreasesin revenue,successfulproductinnovation,andcustomersatisfactionwhilereducingcosts.Thissessionwillprovideuseful informationonthehuge($4.6billion)projectedsocialbusinessmarket,andshareapproachesITAmemberscanuseto diversifyandcapitalizeonthisgrowingopportunitywithindustryleadingcloud/SaaSbasedsolutionsforverticalssuchas associationsandnonprofits. AllWisdomBeginswiththeDefinitionofTerms:ITA'sProjectManagementGlossary Theprojectmanagementcommitteewillpresentthenewglossaryoftermsforadoptionbythemembership.Itwillbea highlyinteractiveworkingsessionaseachparticipantwillbegiventimetoreadthedefinitionsandmakeanysuggested revisionstothem.Afterthatiscomplete,avotewillbetakentoadoptthetermsforuseatallmemberfirms.Inthe remainingtimewewillbrainstormtopicsforfutureprojectmanagementsessions. EvaluatingNewERPProductsLesson'sLearned! ManyVARshave(orarelookingto)diversifytheirERPsolutionportfolio.Thismightbemotivatedbythedesiretohave productsatdifferentpricepoints;productsutilizingdifferentplatformsandtechnologies;concernoverbeingtoooverly investedwithanyonepublishers;aswellascustomandmarketdemand.Thissessionwillbeafrankdiscussionofthe prosandconsofdiversifyingproductportfolios.Ourpanelistswillsharethereasonstheylookedtoexpandtheir offerings,whatultimatelyinfluencedtheirdecision,whatkindofstrainitputontheirorganizationandwhatbenefits haveresulted.ThissessionwillberestrictedtoVARsonly.
ITConsultingTopics
WeareexcitedtointroduceanewconceptthisfallforourITCtrack.WehavemanyITAfirmsthatareinvolvedwiththe saleandimplementationofinfrastructure,managedservices,unifiedcommunicationsandcloudbasedservices.In addition,manyofourmembersareconsideringmovingintotheITCservicesarena.Wehavepartneredwiththe professionaleducationdivisionofCompTIA,aleadingindustrytradeassociationfocusedonthecertificationofITC professionals,toprovidemodulesfromtheirtrainingcatalog.TheCompTIAinstructorledsessionsareasfollows: (Session1)TransformingYourBusinesstotheCloudMarketing CompTIAsCloudChannelTraining Thisoverviewhelpssolutionprovidersunderstandtheimplicationsofcloudcomputingontheirmarketingstrategyand helpsthemalignmarketinggoals,tacticsandinvestmentswithanewcloudsalesmodel.Attendeesexploreavarietyof marketingapproachestocloudsolutions,discussmessaging,learnhowtotargetnewbuyers,reviewtacticsandwalk awaywithamarketingreadinesschecklist (Session2)TransformingYourBusinesstotheCloudSalesExecution CompTIACloudChannelTraining:SalesExecution Thesalesexecutionmodulehelpssolutionprovidersgainabetterunderstandingofhowtobuildasuccessfulcloud businesspracticeandtorecognizethedifferencesfromsellingtraditionallicenses.Thissessionprovidesthefoundation neededtomakedecisionsonthebestapproachtosalesinthecloudenvironment,aswellasbestpracticesfrom experiencedcloudsolutionproviders (Session3)TheUCCContinuum CompTIAChannelTraining Whatdounifiedcommunicationsmeantoyourbusinessclients?Inthissection,participantsexplorethescopeof unifiedcommunications,includinghowitbenefitsemployeeproductivityandworkgroupcollaboration,aswellasits abilitytoenhanceandintegrateanumberofsignificantbusinesssystemsandprocesses.Participantsbeginby identifyingandevaluatingtheirreadinesstodeliverthesesolutionstotheircustomers.Thissessiontouchesonfourkey components,including:identifyingenduserpainpoints,developingsolutionstoaddresssuchpainpoints,discussing thebenefitsandchallengesofUCsolutions,anddeterminingthebestmarket/segmentopportunities. WhatsHappeninginMyPractice InadditiontotheCompTIAinstructorledsessions,wellprovideatimeforopendiscussionofissuesfacingourITC focusedmembers.Whetheritsaproductandserviceissue,aquestionabouthowtocompensateandmotivateyour stafforsomeothertopic,therewillbetimeallocatedduringouropenforumtocollaboratewithyourpeers.Wellalso startplanningforthespringmeetingbydiscusstopicsyouwanttoseeincludedinfutureeducationaltracks.
CRLargeFirmTopics
WithintheITAconsultingandreselling(CR)memberfirmsareasubsetofmemberswhosepracticesaremultiregional, ornational,inscope,andwhogeneraterevenueswellinexcessof8milliondollarseachyear.Thesefirmshavespecial challengesaroundquestionsofhowtostandardizepoliciesandpractices,whethertocentralizevsdecentralizethe deliveryofadmin,support,andevennewprojectservices,thechallengesofcompensationandperformanceevaluation, effectiveplanningandcontrol,andamyriadofotherissues.Thismeetingwewillbedevotingtimetoacoupleof breakoutsessionsdesignedtoaddressthosespecialchallengesandtoallowfellowITAerstoweighintheirexperiences andopinions. GettingtoKnowOneAnother(InvitationOnlyplease) SincewearestillinstartupmodewiththisnewITAinitiative,thissessionwillallowthelargefirmmembersachance tobettergettoknoweachother,andtobrainstormfurtheronhowtheywanttospendtheirtimetogetherinfuture meetings.Whatarethepressingissues,andhowshouldweexplorethem? AreyouBuildingSustainableValue?HowAreYouMeasuringandManagingIt? Allbusinessownershaveaprimarygoalofreceivingalargeonetimepaydaywhentheyexittheirbusiness,but buildinglongtermvaluemayhaveshorttermprofitabilityconsequences.Inthissession,wewillexplorethekey businessvaluedriversandthekeyperformanceindicatorsused,byourlargegroupmemberVARs,tomeasureand managetheirbusiness. CommunicationsStrategiestoCreateaOneFirmCulture Perhapsyouveexperiencedorganicgrowthandarenowaddingnewemployeestoserviceasecondorthirdnew geographiclocation.Moresuccessandyoureaddingnewproductsorservicesthattakeyoubeyondyourexisting regionalcoveragemodel.Followingthoseprogressionsyouhaveanopportunitytoacquireasmallfirminanewmarket andadd500customersand12employeeswithasingletransaction.Overtimethesenewandexcitingopportunities continuallysurfaceforthegrowthmindedITconsultingfirm.Thissessionwillbeapaneldiscussionwherewewill discusshowtoestablishstrategicmessaging.Theprocessforcommunicatingthismessagetoyouremployeesand creatingtacticalactionswillbeexplored.Meetingcadence,process,andmethodsforbestpracticeswillbereviewed. Insightswillbeprovidedtoassistyouinyieldingtheonefirmcultureandmentality. LargeCRFirmOpenForum Wellprovidetimeattheendofourdaytwolargefirmsessionstoallowmemberstoconductanopenforumdiscussion ofissuesthattheyarefacing.Whetheritssharingarecentsuccess,discussingacurrentissueorcollaboratingonanew serviceidea,therewillbeampletimeforourlargerCRfirmstoenterintoanopendialogueaboutpressingtopicsintheir organizations.
InternalTechLeaders(ITL)Track
TacticalSessions
TacticalRoundtableDiscussions Theseeverpopularsessionswillonceagainbefocusedontopicschosenbythecommitteeasnotedbelow: CapacityPlanning:howarefirmsdoingit;whattoolsarebeingused? Contentmanagement:howarefirmsmanagingknowledge,video,webcontent? Securityawareness:howarefirmsraisingsecurityawarenessofindividualpartnersandstaff? RespondingtoProspect/ClientSecurityInquiries:howarefirmsrespondingtotheincreasingpressurefrom prospectsandclientstoknowmoreaboutthefirmssecurityprogram? TheITRoleoftheFuture:MovingfromInfrastructuretoInnovationandService AsafollowuptoCraigSchiefelbeinskeynotepresentationfeaturingthestoryofCharlieatruestoryofanITDirector; CraigwillhostajointsessionoftheStrategicandTacticalITLeadersinwhichCraigwilldivedeeperintolaterthemesin hisbookrelatedtoPurposeforITTeamsandMovingintheRightDirectionforITteams.Craigwillsharehisobservations relatedtoLeadingITOrganizationsandwillaskITLparticipantstosharetheirthoughtsandexperienceswithintheirown organizations.Thiswillbeaninteractivesession;bringyourthoughtsandideasandhelpmakethisalivelyand meaningfulexchangeofideas. ITRoleoftheFutureTacticalGroupDiscussion IntheformatofaGroupDiscussionfacilitatedbyBarryRobinson,theITLTacticalSessionparticipantswillbeaskedto discusstopicsthatarousedtheirinterestfromthepreviousGetOutOfITsessions.Groupdiscussiontopicswillinclude: WhatpartofCraigsmessageparticularlyresonatedwithyou/why? Whatsmallstepscanwetakethatwillhelpstartthejourney? Whataretheinternalfactorsthatholdusbackfrombeingmoreservice/partner/valueorientedasI.T.?Howdo wechangethat? Whataretheexternalforcesthatholdusbackfrombeingmoreservice/partner/valueorientedasI.T.?Howdo wechangethat? TheCloudWhatAreWeUsingandWhatAreTheResults InthisfacilitatedpaneldiscussionyouwilllearnhowtheMemberFirmsarecurrentlyutilizingtheCloud. WhatservicesorapplicationsarecurrentlybeingprovidedtotheirusercommunityfromtheCloud Whichprovider(s)arebeingutilized? HowweretherisksmitigatedwiththeCloudoffering? WhatotherservicesdoyouplanonmovingtotheCloudwithinthenext12months?24months? Whatadditionalrisksdoyouperceive? StrategicProductRoadmaps:ThomsonReutersandCCH JoininguswillberepresentativesfromCCHandThomsonReuters.Eachwillprovideanoverviewoftheirproduct roadmaps,includingnotonlymajorproductenhancements,butalsoplansformobileappsanduseofcloud technologies.Theywillalsoexplaintheircommitmenttoservingandsupportinglargefirmsinourindustry,aswellas, theirviewofthetop5issuesfacingCIOsinthenext35years. TheRoadmaps:DiscussingWhatWeLearned,Know,andBelieve Asafacilitatedgroupdiscussion,wewilldiscussthepresentationsfromThomsonandCCH,theirimplicationsforthe industryandindividualfirms,andwhatfirmsshouldbedoingasaresult.
DataLossPreventionTechnology Wegotogreatpainstoensurethatourdataissecurebyrequiringpasswords,dataencryption,firewallsandawhole hostofotherdefensivemeasurestokeepthebadguysout.However,whatcanwedotoensureourownemployees arenotresponsibleforexposingthisdata(intentionallyorotherwise)?Emailbothcompanyandpersonalfilesharing sites,mobiledevices,etcareallwaysthatcompanydataisroutinelylost.Policiescancertainlyhelpinthisregardbut withoutsomekindofmonitoring\enforcementmeasures,policiesareoftenforgottenorignored. DataLossPrevention(DLP)isonepotentialwaytomitigatethisrisk.DLPisasecuritytermthatreferstosystemsthat discover,monitorandprotectconfidentialdata.Inthissession,youwilllearnaboutthedifferenttypesofDLPavailable, someofthechallengesorgotchasassociatedwithdeployingDLPandsomewarstorieshighlightingthekindsof datathatisleakingfromcompaniespriortoimplementingDLP. SharePointATacticalRealityCheck AttendthisinteractivesessionandhearpanelistsandtheaudiencediscussingSharePointstrategiesbeingdeployedin ourfirmstoday.YoulllearnaboutROIexpectationsandrealization,contentandtaxonomygovernance,andintegration withothersystems.Wellalsobediscussingmanytacticalitemssuchasimplementationideasandbestpractices, resourcerequirements,infrastructuredesign,andsecurity.
StrategicSessions
StrategicRoundtableDiscussions Theseeverpopularsessionswillonceagainbefocusedontopicschosenbythecommitteeasnotedbelow: ExecutiveCommunication:whatdotheCEO,COO,andgoverningboardreallyneed/wanttoknowaboutIT? ITPerformanceMetrics:howarefirmsmeasuringITperformanceandbusinessvalue? Dataclassification:whohasaformaldataclassificationsystem,andhowaretheyusingit?LarsonAllensmodel isoneexample. CentersofExcellence:whohasimplementedthem,howaretheystructured,howsuccessfulhavetheybeen? TheITRoleoftheFuture:MovingfromInfrastructuretoInnovationandService AsafollowuptoCraigSchiefelbeinskeynotepresentationfeaturingthestoryofCharlieatruestoryofanITDirector; CraigwillhostajointsessionoftheStrategicandTacticalITLeadersinwhichCraigwilldivedeeperintolaterthemesin hisbookrelatedtoPurposeforITTeamsandMovingintheRightDirectionforITteams.Craigwillsharehisobservations relatedtoLeadingITOrganizationsandwillaskITLparticipantstosharetheirthoughtsandexperienceswithintheirown organizations.Thiswillbeaninteractivesession;bringyourthoughtsandideasandhelpmakethisalivelyand meaningfulexchangeofideas. ITRoleoftheFutureStrategicGroupDiscussion IntheformatofaGroupDiscussionfacilitatedbyMarkBaker,theITLStrategicSessionparticipantswillbeaskedto discusstopicsthatarousedtheirinterestfromthepreviousGetOutOfITsessions.RoundTablediscussiontopicswill include: Howdowedefinesuccessintermsofsuccessfulprojects/investments/uptimeorintermsofoverallbusiness success? Whatsmallstepscanwetakethatwillhelpstartthejourney? HowdoweworkwithourvariousITTribesandmovethembeyondtechnical/tactical?Whatholdsthem back?Whatwillenablethem? ITsolutionsdontyieldcompetitiveadvantagesinandofthemselves.ITcanhelpsupportacultureofinnovation &agility.Whattheopportunities/leveragepointswithinourfirms? DoyoufeelthatyourfirmleadershipviewsyourI.T.asastrategicassettothefirm?Howdowethinkwecan changethatperception?
FutureStateCIO CIOsarebeingchallengedtoactandthinkmorelikebusinessexecutivesandlesslikeITmanagers.Thissessionwill delveintotheCIOExecutiveCouncilsFutureStateCIOframeworkthatdescribestheskillsandcompetenciesthatCIOs needtodeveloptoadapttothechangesandchallengesthattheywillfaceinthefuture.CIOsandthosewhoaspireto beaCIOwillbenefitfromthisperspectiveonwhatittakestosucceedasaCIO. StrategicProductRoadmaps:ThomsonReutersandCCH JoininguswillberepresentativesfromCCHandThomsonReuters.Eachwillprovideanoverviewoftheirproduct roadmaps,includingnotonlymajorproductenhancements,butalsoplansformobileappsanduseofcloud technologies.Theywillalsoexplaintheircommitmenttoservingandsupportinglargefirmsinourindustry,aswellas, theirviewofthetop5issuesfacingCIOsinthenext35years. TheRoadmaps:DiscussingWhatWeLearned,Know,andBelieve Asafacilitatedgroupdiscussion,wewilldiscussthepresentationsfromThomsonandCCH,theirimplicationsforthe industryandindividualfirms,andwhatfirmsshouldbedoingasaresult. BusinessIntelligenceHowareweUsingBIforDashboardsandScorecards? BIhasbeenabuzzwordforyears,andMicrosoftstillclaimsthemostwidelyusedBItoolintheworldourfriendExcel. ButhowareyourpeerfirmsusingBItoadvancetheircorporatestrategiestoday?Whatinformationdoprofessionals andleadersconsiderthemostvaluable?Whattoolsarebeingused?WhoownstheBIinitiative?Listentoapanelof (insertnames/firmshere)discusstheseandotherquestionsaboutwhathasmadetheirBIinitiativesuccessful. SharePointAStrategicRealityCheck AttendthisinteractivesessionandhearpanelistsandtheaudiencediscussingSharePointstrategiesbeingdeployedin ourfirmstoday.YoulllearnaboutROIexpectationsandrealization,contentandtaxonomygovernance,andintegration withothersystems.Wellalsobediscussingmanytacticalitemssuchasimplementationideasandbestpractices, resourcerequirements,infrastructuredesign,andsecurity.
S P E A K E R S
GeoffreyAshleySugarCRM,Cupertino,CA JohnW.AustinAustinDaleGroup,Austin,TX MarkBakerWipfli,LLP,Madison,WI RayBarlowCCH,aWoltersKluwerbusiness,Hollis,NH ThorBendicksonTribridge,Tampa,FL JoAnnBenzerInformationTechnologyAlliance,Scottsdale,AZ AprilBlankenshipAltec,LagunaHills,CA JeredCadySynergyBusinessSolutions,Seattle,WA HowardCohenCompTIA KevinCumleyForepoint,Helena,MT RobertJ.DaleAustinDaleGroup,Austin,TX DebbiDanielsonPlante&Moran,PLLC,Southfield,MI DouglasS.DeaneDSDBusinessSystems,SanDiego,CA KevinDudevoirAltec,LagunaHills,CA GeorgeA.DufourCBIZ,Inc.,Cleveland,OH ChrisFaistICSSupport,Inc.,Redmond,WA PatFalleAvalara,RochesterHills,MI GaryFarrarBKD,LLP,Springfield,MO KevinFraaseEideBaillyLLP,Fargo,ND EricFrankNexTecGroup,Inc.,Seattle,WA RobertGabyArxisTechnology,Inc.,SimiValley,CA MikeGerhardBDOUSA,LLP,GrandRapids,MI ClarkHaleyBCSProSoft,Inc.,SanAntonio,TX LynneHensleee2bteknologies,Inc.,Chardon,OH DavidHirschkornEideBaillyLLP,Fargo,ND KimberlyHoganFujitsu,Sunnyvale,CA DavidL.HolyoakGrantThorntonLLP,OakbrookTerrace,IL DavidHouleDavidHoule&Associates,Chicago,IL ScottE.IrwinAktionAssociates,Inc.,Maumee,OH MattJagstThomsonReuters,, JeffJohnsonL.HarrisPartners,EdenPrairie,MN SteveJonesExploreConsulting,Bellevue,WA DennisKarusSoftwareLink,Alpharetta,GA EdKlessSage,Allen,TX KevinM.MartinMartin&Associates,Cincinnati,OH MichaelMcClainGrantThorntonLLP,OakbrookTerrace,IL CraigMcCollumTrueNorthStrategists,Woodinville,WA ChrisJ.MilanTribridge,Inc.,Tampa,FL MikeNafzigerMcGladrey,Minneapolic,MN B.J.O'ReillyISM,Portland,OR MartinD.PalmerBellamysIT,BonneyLake,WA ChuckRiordanCheckPointSoftware,RedwoodCity,CA BarryRobinsonCliftonGunderson,LLP,Middleton,WI CraigSchiefelbeinParagonDevelopmentSystems(PDS),Oconomowoc,WI StacySchuettlerLBMCTechnologies,LLC,Knoxville,TN WayneSchulzDSDSchulzConsulting,LLC,Glastonbury,CT ThomasR.SidersL.HarrisPartners,EdenPrairie,MN EdwardSolomonNet@Work,NewYork,NY JimTaralaSchenckSC,Appleton,WI DawnR.WesterbergDawnWesterbergConsulting,Austin,TX BryanL.WiltonInterDynBMI,Houston,TX MarkYohaiAvectra,McLean,VA
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