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Welcome to TBM Conference!
From cloud to AI, get more from your tech
Navigate the swells of the market and get finance, IT, and FinOps all paddling in the same direction. From strategic planning and application rationalization to funding AI pilots and sustainability programs, at TBMC24 you’ll hear real-world stories about TBM implementations and value realization while having ample opportunities to network with your peers. Cloud pros and FinOps practitioners can dive deep at CloudyCon, where they’ll learn how to get the most from their cloud programs.
Practical breakout sessions, value-packed hands-on labs, dedicated networking huddles, and more – all designed to help you accelerate your FinOps practice’s maturity and impact.
Day 1: Ride the Wave to Value
We surfed into the first day of TBM Conference with a full day of breakout sessions followed by a welcome keynote. A fireside chat with Ashley Pettit, TBM Council Chair, Matthew Guarini, TBM Council Executive Director, and Ajay Patel, General Manager, Apptio and IT Automation, discussed the dramatic changes technology is driving, with change the only constant and data as the new currency. With technology spend growth projected to outpace GDP growth in 2025, technology continues to be an important competitive advantage for organizations – if they can manage the increased complexity in tech delivery.
This means modern TBM that serves as a unifying framework connecting technology to business value is more important than ever to support the changes that all organizations are facing. The future of TBM, reflected in the new TBM Taxonomy 5.0, is as a unifying framework connecting technology to business value. Executive Director Matthew Guarini laid out a vision for positioning TBM as the global standard for the technology value proposition, and integrating TBM with other standards like ITFM, FinOps, and SAFe to provide a holistic view of technology investments.
We have to be able to handle the next $1 trillion of technology spend…the next wave of technology innovation…a highly distributed workforce, and…communicate the business value of technology to ensure that TBM can support your technology investments today and tomorrow.
The TBM Council award winners were announced in an evening ceremony
Kim Jenkins, of The Kim Jenkins Experience, emceed the awards ceremony. “The TBM Council awards provide a front row seat to the rapidly changing technology landscape. Among past winners and from all the finalists in this year’s awards, we’ve seen incredible commitments to operational excellence, to business transformation and technology innovation, all on a global scale. These awards show us the formidable impact of TBM on businesses, on the people within those organizations, and on their customer success,” she said.
Agile Portfolio
Management
Citizens
Cloud
Transformation
Transport for NSW
Product & Service
Excellence
Wells Fargo
Public Sector
Excellence
International Trade Administration
TBM Empowering
Its People
T. Rowe Price
Technology Financial
Stewardship
Kaiser Permanente
Technology
Sustainability
NatWest Group
Value
Realization
BNY
Day 2: From Cloud to AI, Get More from Your Tech
Another jam-packed day at TBM Conference! Panelist and speakers highlighted key topics in technology.
The AI craze: parsing hype from reality
In this engaging discussion, Edo Tealdi, Vice President, Data & AI Practice, NTT Data, and Mark Gu, Partner, McKinsey, talked about the importance of investing in data governance to avoid being left behind and stressed that balancing business speed with data security requirements is critical for success. Achieving AI adoption at scale is not just about implementing new technologies – it includes making fundamental changes in organizational structure, processes, and the way teams work. Going forward, organizations will need to ruthlessly prioritize AI initiatives based on demonstrable ROI and business value to move from experimentation to production at scale.
Extending TBM to the Enterprise
Jeri Koester, CIO, Marshfield, and Justin Fink, Sr. Director of Financial Analytics, Cleveland Clinic, spoke about expanding TBM beyond the traditional IT domain into other areas of the business, such as facilities, revenue cycle, and shadow IT. This expansion can unlock significant value and provide a more comprehensive view of costs and performance.
They discussed elements of successful TBM implementation, including establishing data quality, connecting with operational experts, and aligning teams to drive broader adoption of TBM across the organization. Justin Fink emphasized the importance of establishing the fundamentals before moving on to more complex analytics, saying, “Every time you try to go straight to the advanced and don’t build up from the simple, you trip along the way. So we often say complex is smart, but simple is genius.”
The Integration of TBM and FinOps
To get a holistic view of IT spend, TBM and FinOps integration is critical. Beyond driving cost savings, it also enables better business value and revenue growth. Panelists Tracy Woo, Principal Analyst, Forrester, RJ Hazra, SVP and CFO of Equifax International, and Prashant Vithlani, Head of Cloud Business at Samsung SDS America, discussed the different models for integrating TBM and FinOps, saying that FinOps has expanded to include SaaS, on-prem, and other IT expenses, while understanding cloud spend is also part of TBM.
Customer Story: Maryville
In a world where agility, cost efficiency, and data-driven decision-making are necessities, Maryville provided examples of successful TBM transformation. Their more than 60 active TBM projects have taught them that an in-depth approach to TBM is required to thrive in today’s data-driven world.
If you go too fast, you crash and burn. If you go too slow, you're left in the dust by the competition.
Unlock the full potential of your tech investments
TBM, FinOps, AI – tech spend has become increasingly complex, and organizations need a way to intelligently process this spend data at scale. That requires bringing financial and operational data together, transforming it into insights, and then actioning on that data to improve efficiency, reduce waste, plan more accurately, and drive more business value from every technology investment dollar spent.
New innovations and upgraded features in IBM Apptio, IBM Cloudability, and IBM Targetprocess will keep your business riding the wave to value.
Giving back: Java Joy
This year our charity partner is Java Joy, a mobile coffee cart employing adults with disabilities. Conference participants were served hot beverages and smiles from “Joyristas” at the event.
Attendees supported a mission that creates a lasting impact, and now everyone can get in on the Java Joy. For the month of November, when customers share their honest reviews about Apptio’s product suite, G2 will donate $10 to Java Joy (and you’ll get your own $25 gift card). It’s a win-win!
Don't miss out on next year's conference!
Miami, Florida
November 10 – 12, 2025
