Gartner PPM & IT Governance Summit

For the past 18 months, Jim has led the design, chartering, and implementation of GE Global Research's IT PPMO during which time he has guided the team from a loosely federated group lacking clarity of shared priorities and goals to a well-coordinated global organization that employs robust project and program management practices across a single and common IT portfolio. In its 18 months of existence, the PPMO has guided the organization to a consistent delivery success rate of nearly 90%, where it was approximately 50% in the years before the PPMO. Prior to leading the PPMO, Jim led the global adoption and introduction of formal IT Service Management practices, including a focus on and around ITIL v3 adoption, to the Global Research organization. The focus on service management and, more specifically, service ownership, has resulted in a consistent increase in service level objectives and customer satisfaction. Before joining GE, Jim served in a variety of IT leadership positions in the energy industry, including Enterprise Architecture, and Infrastructure and Operations roles.

With more than 15 years of experience in all facets of bringing technology products to market, Louise heads up product management for Planview, developing product strategy and overseeing execution and delivery. Louise joined Planview from Quickarrow, where, as Vice President of Product Strategy, her efforts drove the company from self-funded startup to consistently profitable. Prior to this, she held leadership positions with companies including Tivoli Systems, an IBM company, and NetQoS. Louise received her BS in Business Administration from Trinity University, and her MBA from The University of Texas at Austin.

Ross Altman writes research regarding application architecture, application integration, service-oriented architecture, B2B integration, composite application development and application modernization.

As former President of Agile Advantage, a product and services company that helps organizations maximize the financial return of Agile software development projects that was recently acquired by Rally Software, Brent has unique insights into the challenges from increased intensity that iterative and incremental development brings to the project portfolio. Brent’s passion for helping individuals, teams and organizations build great software has shown to be a considerable asset for companies he has worked with.

New York Road Runners CIO/CTO Mike Benyo has 25+ years of experience developing successful marketing and information management solutions. NYRR delivers more than 50 running events annually including the world famous ING NYC Marathon, attracting and inspiring more than 300,000 domestic and international participants – requiring complex program management and the latest technology to drive tracking, funding and engagement. Passionate about the use of technology, Mike’s diverse industry experience includes Financial Services, Telecommunications, Pharma, Not-for-Profit, and Media. He has supported numerous clients including GSI Commerce, US Trust, Directv, Bank of America, 24/7RealMedia, Chatham Financial, Water Health International and Viacom.

As the Managing Director of the Business Management Office for BNY Mellon Client Technology Solutions, Tim Bidlack is responsible for the advanced portfolio and resource management practice, service analytics and intelligence, service level management, IT financial transparency, performance and value management and the Excellence program. As a certified PMP and ITIL credential holder, Mr. Bidlack is the founder of the BNY Mellon Project Management Community Forum and serves as Project Management visionary and evangelist. He is active with a number of community and industry organizations and is a local and national speaker.

Keith has over 20 years of experience in Product Management and in his role focuses on Agile (and traditional) ISVs across the entire Software Development Life Cycle to help answer the Roadmap Management question of "Buy, Build, or Partner?"

French Caldwell is a Vice President and Gartner Fellow in Gartner Research, where he leads governance, risk and compliance research. Mr. Caldwell advises executive clients and program managers of Global 2000 companies and government agencies on strategies, markets, public policy and processes. He leads strategic research and advisory projects on governance, risk management and compliance (GRC), corporate governance, enterprise risk management (ERM), vendor risk management, IT risk management, public policy and legal developments, social risk management, and strategic information risk analysis. He advises on emerging issues in public policy and corporate affairs such as Dodd-Frank Whistleblower rules, U.K. Bribery Act, third-party risk management and cross-border compliance. He led the ground-breaking White House-sponsored cyberterrorism war game, Digital Pearl Harbor, and has appeared on international news programs, including a documentary on the History Channel. He established Gartner research and advisory programs on knowledge management, digital society, government, public policy, and risk management and compliance.

Linda Cohen is a vice president and chief of research in Gartner Research, where she leads the worldwide focus and development of Gartner's sourcing research, providing life cycle advice to clients procuring or delivering strategic sourcing services. Ms. Cohen co-authored the book "Multisourcing: Moving Beyond Outsourcing to Achieve Growth and Agility," published November 2005 by Harvard Business School Press.

Jim Duggan applies a strategy, governance and portfolio management focus to application management and development. He researches in the areas of application portfolio management, application life cycle management, and software product management. He has covered organization, methods and tools across most stages of the software development process. With Gartner for 15 years, he has a total of 32 years in software development and IT. Prior to joining Gartner, Mr. Duggan was a financial analyst for First Albany, a financial services firm. Mr. Duggan has a deep engineering background and has played technical analyst, development management, and product management roles in the military, in the process industry and with several software development organizations, including IBM.

Donna Fitzgerald focuses her research on strategies and approaches for using program and portfolio management as a way to create unique business value. As a Silicon Valley trained former CFO she brings firsthand experience with making the right investments at the right time in order to realize strategic benefits. As the former partner in a program management consulting firm she has also dealt with the complexities of delivering mission critical programs using an adaptive/agile approach. She has over 30 years experience in a mix of industries including high tech, higher education, health care and software development.

Samir Gami is Senior Director with Johnson & Johnson’s Medical Device & Diagnostics Supply Chain. He leads Office of Strategy Execution and PMO that drives business strategy development and execution across large scale, global, cross-functional supply chain organization. He has extensive experience in product development, operations, supply chain strategy development & execution in medical device and consumer products industry.

Barbara Gomolski is managing vice president of the IT Finance and Workforce Management team within the CIO and Executive Leadership and Innovation research group. She works extensively with clients on issues of IT financial and performance management, cost optimization and CIO/CFO alliances. For the past nine years, Ms. Gomolski has worked with clients to help them set IT investment levels and optimize the return on those investments. She also spearheaded Gartner's primary research in the area of IT spending for many years.

Robert Handler is a research vice president at Gartner. Mr. Handler provides a thought leadership role in portfolio management, as well as program and project management and enterprise architecture. He is an author and frequent speaker at conferences.

Michael Hanford is a vice president and analyst with Gartner's Program and Portfolio Management service. Mr. Hanford's research spans both the private and public sector, including implementation and capabilities evolution for portfolio management, large-scale program management, PMOs and EPMO formation and operation and various aspects of IT governance. His public-sector work spans three countries: Canada, the U.S. and the U.K. He has worked variously, across 30 years of experience, as the visionary for a leading PPM toolset, a consulting director for large-scale change management programs, and chief methodologist for an industry-leading commercial methodology. Mr. Hanford is a former chair for the PPM & IT Governance Summit. In his research work for Gartner, he created the research stream around Program "value" reviews, and is the author of a stream of research directed at senior executives in the role of program sponsor. He also reviews popular PPM methods and standards, published by such organizations as: the PMI, and the OGC.

Matthew Hotle is a vice president and distinguished analyst in Gartner Research, where he is responsible for leading research in Application Governance. In addition, Mr. Hotle's personal core areas of research cover application strategy and governance, including portfolio management, pace layered delivery strategies, organizational design and change, methodologies and agile development, project management, project prioritization, quality assurance and testing, and software metrics.

Richard Hunter is vice president and Gartner Fellow in Gartner's CIO Research Group, where his recent work has focused on issues of interest to CIOs, including risk and value. Mr. Hunter is the author of the acclaimed books "World Without Secrets" (Wiley, New York, 2002) and "IT Risk" (with George Westerman, Harvard Business Press, Boston, 2007). His most recent book, "The Real Business of IT," also co-authored with George Westerman, was published by Harvard Business Press in October 2009, and was named by CIO Insight Magazine as the best business/IT book of 2009 in December of that year. Mr. Hunter is in much demand as a speaker and advisor to CIOs.

John A. Kocon has more than 20 years of project management leadership experience improving project and business performance for top tier companies. Accomplished in designing, implementing and applying project and portfolio management, his vision and expertise has driven notable performance improvements within multiple industries and functional organizations. Possessing a broad range of experience, John has successfully transformed and led project centric organizations. His collaborative style and background in Six Sigma is reflective in his commitment to customer, quality and continuous improvement. His contributions and achievements include a 2012 PMO of the Year award, a United States copyright for Project Portfolio Management software and a recipient of a project management “Best Practice” award at a Fortune 100 company. John is currently the Vice President, Enterprise Program Management Office for Catholic Health Initiatives. Prior to CHI, John held PMO leadership roles with Rolls-Royce, Oregon Health & Science University and Honeywell.

Carole Kuriatnikova is the Acting Director of the Strategic Investment Governance Office of the Department of Education’s Office of Federal Student Aid. The Strategic Investment Governance Office is a relatively new organization charged with aligning programs and projects to the implementation of Federal Student Aid’s Five Year Strategic Plan. Additionally, the office oversees portfolio/program/project management standards and processes for Federal Student Aid. Carole started her government career at Federal Student Aid in 1998. She has managed several successful projects, including the implementation of a Siebel CRM system and the development of an intranet for FSA employees and established the Enterprise Project Management Office. Carol has also worked at the Internal Revenue Service where she worked on the Acquisition Project Management Team for the implementation of their Internal Financial System. She is a certified Project Management Professional and holds a Master’s Certificate in Project Management from George Washington University and a M.A. in Anthropology from the University of Memphis.

Andy Kyte is a Vice President and Gartner Fellow in Gartner Research and is a member of the Application Strategy and Governance team. With more than 30 years of experience in the applications arena, his research now concentrates on the challenges facing CIOs and business management teams in maximizing the return on assets for the application portfolio. This involves developing an understanding of best practices in application strategy and application life cycle management, covering both packaged applications and application development. His work on application strategy is centered on the major theme of application overhaul, and encompasses Application Total Cost of Ownership, the unfashionable but vitally important discipline of Application Maintenance and the need for strong application design. As a senior member of the Gartner Research community, Mr. Kyte is in great demand as a keynote speaker, having participated in events in 45 different countries during the last 16 years.

As President & CEO of the Project Management Institute (PMI), Mark A. Langley leads a loyal and dedicated group of more than 700,000 stakeholders who live and work in nearly every country on Earth. The chief spokesperson for PMI’s thought leadership and advocacy platform, Mark spends countless hours demonstrating the value of project, program and portfolio management to organization executives, government leaders, and the media. He travels the globe to work directly with practitioners: Institute members, credential holders, and volunteers to advance the profession of project management. Mark joined PMI in 2002 as director of finance and administration and was promoted shortly thereafter to executive vice president and COO, a role he held until he was named President and CEO in late 2010. Under Mark’s leadership, PMI’s stakeholder base has grown five-fold and has transitioned from primarily North American to a truly global representation. During that time, PMI has also continued to introduce valuable professional certifications, develop additional global standards and practice guidelines to meet market needs, and deliver value to stakeholders through targeted industry alliances and affiliations. Prior to joining PMI, he served as Chief Financial Officer for ChemLogix and held senior leadership positions with AssetTRADE.com, Quala Systems, Inc. and Castle Energy Corp. He began his career at Price Waterhouse (now PwC) and is a Certified Public Accountant. Married for 30 years, Mark and his wife are the proud parents of four children. He is a graduate of St. Joseph’s University in Philadelphia, Pennsylvania, U.S.

Matt Light is a Vice President in Gartner Research, where he launched Gartner's project portfolio management (PPM) research community in 2001 and which he continues to lead. His thought-leading research includes publications that have: opened new areas of analysis in more holistic and lean IT management with "IT Portfolio Management: Waste Reduction in Three Dimensions"; defined the market for PPM applications in 1999, positioning vendor solutions in annual market charts covering the space; examined the tension between requirements and agility in "Agile Requirements Definition and Management"; and since 1997 advocated flexible PMO adoption in IT, including the landmark 2005 report "PMO: The IT Control Tower," and 2009's "PMO: Filing a Flight Plan." Mr. Light speaks regularly at Gartner events and in other forums in North and South America, Europe, and Asia/Pacific, and answers hundreds of client inquiries annually.

Stephen Lowe is the US Department of Agriculture Geospatial Information Officer. As the senior executive for enterprise-wide geospatial, imagery, and GIS strategy, he is responsible for extending the power of place-based solutions to internal decision-makers, citizens, and other stakeholders across 29 unique mission and administration areas. He is the Senior Agency Official for Geospatial Information (SAOGI), and represents the Department on the Federal Geographic Data Committee (FGDC) Executive Committee and Steering Committee. Mr. Lowe has 25 years of federal government business and technology change management experience with the Department of the Navy, Department of Housing and Urban Development, the Office of Management and Budget, and the Library of Congress. He also served as a Senior Solutions Architect for Enterprise Innovation and Strategy with SRA International. Mr. Lowe holds graduate degrees in the Management of Information Technology from University of Virginia and in Public Administration from Virginia Tech, as well as the bachelor of Political Science from James Madison University. He is a PhD candidate at University of Glasgow, Scotland UK, conducting research in the field of organizational strategy.

Jerry Manas is the author of the best-sellers Napoleon on Project Management and Managing the Gray Areas, and a recognized thought leader in organizational project and resource management. Throughout his career as an author, speaker, and consultant, Jerry has built a reputation for helping organizations conquer complexity. At Planview, he applies this passion to developing and evangelizing best practices in the areas of leadership, planning, execution, and value delivery. Jerry's work has been highlighted in a variety of publications, including the Houston Chronicle, Chicago Sun Times, National Post, Globe and Mail, and others, and he has appeared on radio programs nationwide.

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.

Jerry Mechling is a vice president at Gartner Research focusing domestically and internationally on helping governments and their corporate and nonprofit partners with issues of strategic planning, work process innovation and implementation, governance, and information management and analysis. Dr. Mechling is also a recently retired lecturer in public policy at Harvard University's John F. Kennedy School of Government, where he has written "Eight Imperatives for Leaders in a Networked World" (a series of policy papers for the Harvard Policy Group on Network-Enabled Services and Government) and "Finding and Funding IT Initiatives in the Public Sector" (a book by the Government Technology Press).

As part of the Business of IT Research group, the focus area of Lars Mieritz is program and portfolio management, covering topics such as business case articulation and ranking, review and measurement of projects, programs and business outcomes, as well as defining and communicating success metrics and KPIs. Mr. Mieritz's published research covers models and frameworks, such as TCO or the Gartner Business Value Model and business communications and alignment through scorecards, dashboards or other performance management initiatives, as well as demonstrating the business value of IT.

Michele is the Director of the Information Technology Services, Program Management Office at University of Utah Health Care. She is an active member of Project Management Institute (PMI) and HIMSS and is a Past-President of both the PMI Health Care Special Interest Group and the Utah HIMSS Chapter. She is a HIMSS Fellow and a certified Project Management Professional (PMP) and will soon complete a master’s degree program in project management.

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."

Steve O’Grady has had a varied and global career at Chevron, spanning both business operations and IT. Steve has worked in New Zealand in numerous Sales, Finance and Planning roles including as the Area Marketing Manager for their largest market in Auckland; in Marketing Development in San Francisco; in Operations managing Chevron Retail outlets in L.A. and Arizona; and in IT helping lead a global SAP deployment, among other roles. Today Steve leads Chevron’s Project Management Center of Excellence, leading and improving IT project execution across Chevron’s global operations. Steve has a DBA from New Zealand's University of Victoria in Wellington.

Paddy Oates currently leads Pcubed’s Portfolio Management Practice in North America and is also a member of Pcubed’s Energy, Oil & Gas consulting team. Paddy has over 20 years of business, financial and portfolio management experience in the Oil and Gas, IT, Media and Automotive sectors. His Oil & Gas sector experience includes optimizations of multi-billion dollar capital expenditure portfolios to maximize the value delivered from limited capital and resources. Paddy is a former Global CFO, holds a Bachelor of Science degree in Economics from Queen’s University, Belfast and is a qualified UK chartered management accountant.

Sean Pales is among the nation’s foremost experts in the development of Advanced and Predictive Analytics for next generation Project Portfolio and Resource Management. Formerly a senior solutions engineer for Microsoft, Sean has directed hundreds of successful Microsoft Project, Project/Portfolio Server and SharePoint implementations for global Fortune 1000 companies. Now Managing Director of Ohio-based ProSymmetry, Sean combines extensive best practice knowledge with a realization of critical industry gaps to bring empowering new analytical tools to market. Sean holds advanced degrees from the Wharton School of Business and the University of Pennsylvania School or Engineering and Applied Sciences. He completed undergraduate studies at Columbia University.

A man of supreme intelligence, versatility and presence, Colin Powell has served as National Security Advisor, chairman of the Joint Chiefs of Staff and as the U.S. Secretary of State. A retired four-star general in the U.S. Army,Powell’s numerous awards include two Presidential Medals of Freedom. He is the author of the best-selling autobiography, “My American Journey.” His second book, an instant New York Times best-seller titled “It Worked for Me” (May 2012), reveals the lessons that shaped his life and career.

Dr. Prasad Raje is a vice president at Oracle responsible for product strategy related to the Instantis EnterpriseTrack PPM system He was CEO and founder of Instantis before joining Oracle when the company acquired Instantis late last year. Prasad founded Instantis in 1999 and has raised $30M in venture capital on route to establishing Instantis as a leader in cloud-based Enterprise PPM solutions and a leader in cloud IT PPM according to the most recent Gartner Magic Quadrant. He is an inventor on 8 US Patents and holds an M.S. and Ph.D. in Electrical Engineering from Stanford University.

Matthew Roland is a managing partner with Gartner's Federal Consulting practice based in Arlington, Virginia. He has more than 20 years of IT management experience. Since joining Gartner in 1999, Mr. Roland has supported and managed various large-scale IT programs. He has also managed and contributed to several projects related to the development of technical and organizational management strategies.

John Schefer, Senior Solutions Engineer at AtTask. Starting in education and consulting, John worked with hundreds of customers to implement AtTask. In his current role he helps find solutions that best fit prospective customers. Most recently, John had the role of Sr. Technical Product Marketing Manager, helping define the messaging and processes to help the Account Executives and customers find the most success in tier implementation.

As Vice President of Information Technology, Frank Schettini leads the team that is responsible for delivering value to PMI’s members, volunteer leaders, certification holders and staff through innovative and reliable technology solutions. With nearly 30 years of experience in various industries, Mr. Schettini brings significant experience to PMI in the areas of strategic planning; project, program and portfolio management; process improvement; enterprise architecture; and change management. He joined PMI after working as Business Project Director for CIGNA, where he led a team responsible for defining future needs and implementing business solutions to improve productivity and support growth of the organization.

Vi Shaffer is research vice president and global industry services director for healthcare providers at Gartner. As an analyst, she covers the office of the CIO and CMIO, including IT governance, strategic planning, and changing strategies and structures, and the key initiative of electronic health records. She also evaluates healthcare megasuite vendors and covers major innovations and changes in healthcare business/clinical applications and business/clinical analytics, including corporate performance management/cost accounting, revenue management, ERP, and awareness platforms.

Guy Shani is responsible for Clarizen's global sales including channel development and strategic partnerships. Guy brings over 10 years of experience in sales, engineering and business development to Clarizen. Guy joined Clarizen from Eurotech Technology Inc where he served as CEO. Prior to Eurotech, Guy spent over 7 years at SmarTeam Inc, Dassault Systems (DASTY) company, where he held several positions, including technical manager of Asia Pacific and Director of Sales and Business Development in the US and South America. Before joining SmarTeam Guy worked as project manager at Elbit Ltd. Israel. Guy holds a Bachelor Degree in Industrial Management Engineering.

John Sheffield has 30+ years of experience successfully delivering enterprise wide programs, portfolio management and business change transformation globally with Texaco, Caltex, Chevron and Statoil. At Chevron John led a program related to IT Strategy and Portfolio Management within a federated IT organization that drove value creation and reduced costs by $108MM annually. He also participated or led a number of global SAP implementations across 5 continents, resulting in 300% ROI. Today John is a Pcubed industry practice leader delivering insight to cut-to-the-heart of business issues and deliver value quickly. John is certified in Oil, Gas and IT Project/Program management.

Julie Short is a Research Director and Research Agenda Manager at Gartner, focusing on the discipline of enterprise architecture (EA). She also has a risk management and compliance background. In her career, she has worked and managed all IT disciplines. She specializes in how EA integrates with and is consumed by the other IT disciplines, how risk management is integral to EA, incorporating EA as part of major initiatives, and the importance of defining governance from a business objectives perspective. She is also one of the past co-authors for the EA tools Magic Quadrant and has led research specifically on the functionality, selection, and implementation of EA tools.

Daniel B. Stang is a Research Director in Gartner Research, covering project and portfolio management (PPM) applications. His expertise includes PPM process definition, adoption, and automation. Mr. Stang tracks more than 60 PPM software vendors and their products annually, as part of a continuous research process. Daniel is the lead analyst for Gartner's PPM software market research and analysis, the founder of Gartner's "PPM Market Universe" of PPM market analysis and research reports, and lead author on multiple PPM-related MarketScope and Magic Quadrants, including the PPM Software Applications MarketScope, the Cloud-Based PPM Services Magic Quadrant, and the Integrated IT Portfolio Analysis Magic Quadrant. As part of his duties, Mr. Stang helps Gartner clients define PPM processes for their organizations and create strategies for automating them. He can help clients build PPM product shortlists based on their specific needs. His research includes overviews of PM and PPM technologies to help Gartner clients compare prospective vendor offerings while making software investment decisions. Mr. Stang also provides consulting and advisory services for a number of PPM software vendors operating in the PPM market.

Jon Terry is Chief Operating Officer of LeanKit. Prior to joining LeanKit, Jon held a number of senior IT positions with hospital-giant HCA and its subsidiary HealthTrust Purchasing Group. During that time he was among those responsible for launching HCA’s widespread adoption of Lean/Agile methods. Jon earned his Global Executive MBA from Georgetown University and ESADE Business School in Barcelona, Spain and his Masters Certificate in Project Management from George Washingron University. He is a Project Management Professional, a Certified Scrum Master, and a Kanban Coaching Professional.

Alex van Putten is a well-known teacher, author and lecturer on the subjects of innovation, corporate entrepreneurship and strategic growth. His recent book, Unlocking Opportunities for Growth, helps PPM and upstream executives discover new methods for evaluating business opportunities, and increasing financial returns on Project and Portfolio investments by the use of Advanced Analytics. Mr. van Putten had 20 years of senior level management experience in finance and arbitrage before becoming a founding partner in Cameron & Associates an innovation and strategy consultancy. He has been on the faculty of the Wharton Business School at the University of Pennsylvania from 1993 – 2012. He continues to teach in executive education programs at Wharton, Duke CE, and NYU and he has published in Harvard Business Review, Knowledge @ Wharton, and other journals.

Jeff Vining focuses on government-specific topics, such as IT strategic planning, IT and OT alignment, smart government, and mobile enterprise strategy.

Colleen Young is Chief of CIO Research and a Vice President, Distinguished Analyst. She specializes in all aspects of IT strategy and management. Her current research specifically addresses IT service management, executing against enterprise strategy, IT performance management and driving enterprise IT maturity.