Gartner IT Financial, Procurement &
Asset Management Summit

Patricia Adams is a research director in Gartner Research. Working within the IT operations area, she has been the lead analyst on all aspects of IT asset management, both software and hardware, from tools through to process design and best practices. Her research area also gives her insight into synergistic areas within IT operations management, such as ITIL and other IT service management disciplines that overlap with ITAM. Actively tracking and managing software and hardware inventory often overlaps with configuration management databases (CMDB), so Ms. Adams co-covers the extensive CMDB and IT service dependency mapping tools and marketplace.

Among the most accomplished and well known of the world’s deep-sea explorers, Dr. Robert Ballard is best known for his historic discovery of the R.M.S. TITANIC lost in its watery grave more than 12,000 beneath the cold water of the North Atlantic. During his long career, he has conducted more than 100 deep-sea expeditions using the latest in exploration technology. A pioneer in the early use of deep diving submarines, he was on the first manned expedition of the largest mountain range on Earth, the Mid-Ocean Ridge. Later he lead an expedition off the Galapagos Islands that discovered new life forms on Earth, a discovery that has revolutionized our understanding of the origin of life on our planet and increased the likelihood of discovering life elsewhere in the Solar System. Following his discovery of the TITANIC, he went to find other lost legends in the sea including the German Battleship BISMARCK, the aircraft carrier YORKTOWN lost during the Battle of Midway, and President Kennedy’s PT-109. In addition to being a very popular lecturer, Dr. Ballard has pioneered distant-learning in the classrooms of America and around the world with his JASON Project, an awarding winning educational program that reaches more than 1.7 million students and 38,000 teachers annually. His books on his discovery of the TITANIC and BISMARCK were both #1 Best Sellers on the New York Times and London Times lists, and his recent Return to Titanic special on National Geographic Channel was the highest rated show in their history. He was given the Explorer’s Club’s and the National Geographic Society’s most prestigious awards; the Explorer’s Medal and the Hubbard Medal as well as the Lindbergh Award. In 2003, the President of the United States presented him with the National Endowment for the Humanities Medal. He is not only an Explorer-in-Residence for the National Geographic Society, President of the Institute for Exploration, Scientist Emeritus from the Woods Hole Oceanographic Institution, but also the Director of the newly created Institute for Archaeological Oceanography at the University of Rhode Island where he is in search of ancient lost history in the depths of the deep sea.

Victoria Barber is a Research Director with Gartner's IT Sourcing, Procurement and Asset Management group, specializing in software asset management and software audits.

David Bauers is the Senior IT Procurement Manager for the Deluxe Corporation and is responsible for strategic IT procurement functions and IT Asset Management functions including: IT spend reduction across all categories (software, hardware, telecom/network, IT services, IT consulting, IT training, IT outsourced spend, and software/hardware maintenance); IT contract negotiations and IT contract management; supplier relationship management; and IT Asset Management. Mr. Bauers has over 22 years of IT experience, including over 12 years of IT Procurement and IT Asset Management experience, and has held multiple leadership positions at Deluxe Corporation, Allianz Life, and Prudential. Mr. Bauers was a speaker at the 2010 Gartner IT Financial, Procurement & Asset Management Summit on the topic of reducing IT software and hardware maintenance costs. This topic was turned into a published paper by Gartner. Mr. Bauers lives with his family in the Twin Cities and holds a B.S. in Business Management from the University of Minnesota, Minneapolis.

Alexa Bona is a vice president and distinguished analyst in Gartner Research, where her research currently focuses on IT management. As part of the IT asset management research practice, Mrs. Bona is responsible for coverage of future trends in software licensing and pricing practices, as well as maintenance and support models for business applications. She is also a generalist for software asset management trends and issues. In addition to looking at how models will evolve, Mrs. Bona advises organizations on deal negotiation strategies to help them achieve best-in-class, sustainable and flexible deals with major business application software vendors and SaaS providers, such as Google, IBM, Microsoft, Oracle, salesforce.com, Workday and SAP.

Stewart Buchanan is a Research VP in Gartner's IT Asset Management and Vendor Management group, focusing on the economics, funding and ongoing management of enterprise software, information storage, hardware assets and related services. Mr. Buchanan has expertise in IT asset and vendor management, combining both supply and demand management. Specializations include funding and budgeting, TCO, software asset management, licensing under virtualization, and the life cycle chargeback of IT costs.

Frank DeSalvo is a research director in Gartner Research, where he specializes in software asset management (SAM) for the IT management group.

Jane Disbrow is a Research Vice President in Gartner Research, where she is part of the IT Asset Management and Procurement Research group. Ms. Disbrow covers software license agreements, best practices for contract terms and conditions, negotiation strategy, license metrics, and software audits. She is a primary analyst for negotiation with Oracle and SAP, and she reviews other software vendor proposals and contracts for best practices and reducing risks in software negotiations.

Ivan Graack directs a team that focuses on tactical and strategic IT asset management for the largest Pharmacy Benefit Management provider in the world, Express Scripts. His company has grown organically and through acquisition enabling him to learn the growing complexities of IT Asset Management that comes with such dynamic growth. His 15 plus years of experience in many areas of IT and working for and with corporations both large and small has given him a unique perspective on managing IT assets, contracts and budgets.

Sebastian is a proven veteran of the enterprise software industry with 25+ years of IT and executive leadership experience. He has a strong track record in global customer service, enterprise software maintenance, marketing and service delivery. Sebastian has led global enterprise software firms and developed emerging high-growth technology start-ups into successful ventures. Prior to joining Rimini Street, Sebastian held several executive positions at PeopleSoft, including vice president and general manager of the $600M Customer Division. Sebastian also managed large information systems projects for Fortune 500 clients at Andersen Consulting (now Accenture) and was president of Saba software and Altus 365.

Curtis is the Wintel Domain Architect responsible for the Wintel and Virtualization architecture at Unum. Curtis develops the global strategic and hosting operations for to the Unum enterprise. Current projects include converting all internal offerings to a Service Classification model through Private Cloud capabilities, designing the Wintel business continuity validation, and designing the model for the collapsed internal data center. Learn more about Curtis on LinkedIn: http://www.linkedin.com/pub/curtis-gunderson/15/a60/509 Learn how Unum provides better benefits at work and protects the income of over 25 million: www.unum.com

Helen Huntley is a vice president in Gartner Research and currently provides analysis on global (offshore), nearshore, domestic and rural outsourcing, sourcing strategy, assessing outsourcing readiness, contract terms and conditions, evaluation and selection of service providers, negotiations and renegotiations with service providers, transitions, IT vendor management, vendor risk management and delivery using single, multiple, domestic or global outsourcing providers.

Dolores Ianni is a Research Analyst in Gartner's IT Asset Management and Procurement team within the Architecture and IT Business group. She focuses on software contract reviews, pricing proposals and negotiation strategies for Microsoft's volume licensing programs, including Enterprise Agreement, Select, Open and their respective enrollments. This includes licensing model comparisons, product use rights and product license dependencies for Microsoft products and general best practices in Microsoft contract negotiations. Ms. Ianni has more than 27 years within the IT industry. In her previous role at Gartner, Ms. Ianni was a senior research content specialist within the Infrastructure and Operations team, where she provided market analysis on hardware contracts, facilitated analyst inquiry and developed strategic relationships with our sourcing clients to ensure they received maximum value from our contract review services.

Mark Margevicius is a vice president and research director in Gartner Research, where his research covers end-user computing with a primary focus on desktop virtualization, hosted virtual desktops, PC hardware, and server-based computing. In addition, Mr. Margevicius covers client-side computing policies, procedures and best practices, and assists organizations in the justification and planning of technology deployments.

Jim McGittigan is a research director within the Gartner CIO Research group, where he focuses on delivering value to Gartner clients through his insight and experience in IT financial management. This includes cost transparency, budgeting, chargeback, service pricing, cost optimization, benchmarking, project financial management, and performance metrics.

For 25 years, Joe Navarro worked as an FBI special agent in the area of counterintelligence and behavioral assessment. Today he is one of the world’s leading experts on nonverbal communications and lectures and consults with major corporations worldwide. He is an adjunct professor at Saint Leo University and frequently lectures at the Harvard Business School. He has appeared on major U.S. and International media outlets including CNN International, Fox News, BBC, The Times (UK), Crossfire with Chris Matthews, CBS, NBC, NPR Radio, The Washington Post, and The Times (UK), on topics as varied as body language and management practices. Jack Canfield, author of Chicken Soup for the Soul called him “a world class observer” and David Givens praised him as “a master of reading nonverbals.” Joe is a frequent presenter and Keynote speaker as well as writer; his articles have been featured in Psychology Today and The Washington Post. Joe is the international best-selling author of What Every Body is Saying which has been translated into 23 languages, and Louder Than Words, which The Wall Street Journal acclaimed as “One of the six best business books to read for your career in 2010.” www.jnforensics.com

Joseph Neapolitan is a Research Director in the ITL Architecture/IT Business Roles group. His primary focus is assisting clients with their licensing, pricing, terms and conditions and contract negotiation strategies for two of the mega software vendors, SAP and Oracle. However, his extensive background in procurement, both as a Senior IT Buyer and as an IT Sourcing Manager, provides welcome additional breadth of coverage and expansion into the general procurement of other IT hardware and software products and their associated contract terms and conditions, negotiations, pricing and maintenance agreements.

Tina Nunno is a research vice president in Gartner's CIO Research group based in Stamford, Connecticut. Ms. Nunno is responsible for conducting research and developing publications aimed at helping CIOs and their organizations around the world improve their performance and contribution. She specializes in CIO-related management issues including working with the board of directors, executive communication strategies, change leadership and governance strategies. She also focuses on issues specific to women in technology, and has co-authored Gartner's Annual CIO Agenda report. Ms. Nunno's most recent research deals with navigating complex CIO decisions and sensitive organizational politics issues. She focuses on specific strategies and tactics for managing IT political land mines, and CIO power politics. Ms. Nunno also explores the use of more extreme political tactics in her research titled, "Machiavelli's Guide to IT."

Frances O'Brien is a Research Vice President in Gartner's IT Asset Management group. She focuses on Microsoft licensing, pricing and negotiation strategies, IT leasing, asset management, and IT equipment disposal. Since joining Gartner, Ms. O'Brien has participated in the development of the life cycle management, IT procurement and negotiations practices for the IT Asset Management group.

Greg Oien is a Principal IT Sourcing Analyst for Deluxe Corporation, responsible for strategic software accounts and infrastructure acquisition. In addition to his sourcing role, he has been the principal advisor on the creation of the Deluxe IT Asset Management program within Deluxe. Prior positions include Principal IT Asset Manager and Principal Infrastructure Architect for Allianz Life and IT infrastructure management and engineer roles at LifeUSA Insurance, the Hazelden Foundation, and Musicland. Before his technology career, Greg served 22 years in the U.S. Navy retiring as a Surface Warfare Lieutenant Commander. Greg holds a Master of Management degree from Aquinas College and a Bachelor of Arts degree from the University of Minnesota.

Luis has worked in IT management for the past 10 years ranging from global IT service and support departments to more commercial disciplines of IT vendor management and large scale implementation and transformation programs to enable companies to achieve low cost and high efficiency of IT. Focus has been on making IT more efficient by managing services rather than technology, transformation of immature IT organizations to service driven and cost effective IT organizations.

Kurt Potter is a research vice president within the Gartner CIO Research group, where he creates actionable fact-based research focused on IT financial management. This includes drivers and trends related to IT spending and staffing, IT cost transparency, IT performance management, and IT benchmarking and measurement. Mr. Potter specializes in advice for clients who have goals for significant change or big shifts in IT management practices.

Jay Pultz is a vice president and distinguished analyst in Gartner Research. His current research focus is data center design (with a particular focus on facilities), infrastructure and operations management as well as cost optimization. Previously, Mr. Pultz pioneered role-based research, culminating in the highly successful Gartner for IT Leaders program. He has authored more than 500 research reports in Gartner's publications and has advised clients via over 8,000 audioconference inquiries, in-person meetings, and workshops. Additionally, he has made dozens of presentations at Gartner events, including several keynotes.

JoAnn Rosenberger is a research director with Gartner Research. Ms. Rosenberger provides expertise in all areas of IT procurement, with an emphasis on mainframe software. Her expertise includes knowledge, background, and experience in negotiating pricing and terms and conditions to result in one-time and ongoing savings to organizations.

Rob Schafer covers IT asset disposition (ITAD: data sanitization, environmental disposition, and so forth) and integrated workplace management systems (IWMS: project management, real estate management and lease administration, hoteling, space and utilization management, facilities and maintenance management, and sustainability). He also covers the financing of IT and cloud computing, lease/purchase analysis, asset and vendor management, cost optimization, IT hardware and software procurement and financing, and contract terms, conditions and negotiations. Mr. Schafer has more than 25 years of experience in the financing and running of IT as a business, first with IBM, and subsequently with META Group, the Corporate Executive Board and Burton Group.

Guriq Sedha provides advice on IT procurement, strategic sourcing, asset management, vendor management and contract negotiations, as well as general procurement advice.

Gayla Sullivan is a Research Director in Gartner's IT Asset Management, Vendor Management and Procurement team within the Architecture and IT Business group. Ms. Sullivan leverages her experience in IT procurement, sourcing, contracting and vendor management to assist IT leaders with best practices in vendor management, contract negotiations, terms and conditions, cloud sourcing and contracting, and vendor relationship management strategies for the megavendors. She also covers general procurement of IT hardware and software products and their associated sourcing, contracting and vendor management activities.

Todd Tucker, CPA, CISSP Director, Strategic Marketing Apptio, Inc. As the director of strategic marketing for Apptio, Todd is responsible for driving and evangelizing a new solutions category called Technology Business Management. In doing so, Todd works with the Apptio CIO Technology Business Management Council, customers, partners, industry analysts and others to understand customer and market challenges and promote solutions based on Apptio’s SaaS offering. Prior to Apptio, Todd was the Senior Director of Marketing for NetIQ, a leading provider of systems and security management products. Todd began his career as a financial and IT auditor at Ernst & Young where he assisted clients such as Sprint Corporation, Koch Industries, Cessna Aircraft, The Coleman Company, Learjet (now Bombardier), PNC Bank and Fourth Financial Corporation (now Bank of America). Todd possesses a unique blend of strong financial, business and technology skills and knowledge. Todd fully understands financial and cost accounting, internal and external audit, regulatory and policy compliance, risk management, business finance and other business-level disciplines. Meanwhile, Todd understands service management frameworks such as IT Infrastructure Library, Control Objectives for Information and related Technology, ISO 17799 and more. Todd has earned several certifications, including the Certified Public Accountant, Certified Information Systems Auditor, Information Systems Security Professional, and is Foundation Certified for ITIL.

Joyce Zillinger is the Sr Manager of IT Administration at Westar Energy, the largest electric utility in Kansas, located in Topeka, KS. Ms. Zillinger manages the following aspects of IT: hardware & software procurement, budgeting, contract negotiations & review, software & hardware compliance, warehousing, bill audit & payment, telecom orders & cancellations, clerical staff, & training. She has worked in various areas if IT throughout her career to include Software Systems Engineer, Relationship Management, Internal Audit, HRIS Supervisor, and IT Analyst. Additionally, Ms. Zillinger is currently a LtCol in the Kansas Air National Guard. She received her BS degree at Emporia State University in 1987 in Computer Information Systems and was previously employed by Phillips Petroleum in Bartlesville, OK.