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Event Details

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Event date(s): 2017-Jun-27 (Tuesday)
Registration closes: 2017-Jun-27 (Tuesday)

Supported by


Financial Management for IT Services:
Panel discussion and presentations

Tuesday, June 27, 2017
8:15 am – 12:45 pm Atlantic Time

Dalhousie University
University Club
The Great Hall
6259 Alumni Crescent, (located just off South Street)
Halifax, Nova Scotia
B3H 4R2
(building is also visible from the end of University Boulevard)

Thanks to our branch sponsors



Session Atlantic Time
Registration, Breakfast, & Networking 8:15am-8:45am
Welcome and Overview of itSMF-Atlantic 8:45am-9:00am
Comprehensive Implementation approach to Financial Management for IT Services presentation

Garfield Johnson, CMA, ITIL - Qualiti7
Break 10:00am-10:10am
Financial Management, providing decision making support to manage IT Services.

Doug Schneider - KPMG
Break and lunch buffet serving 11:10am-11:30am
Panel on Financial Management for IT Services

Jennifer McLeod - HRM
Jim Farmer - Dalhousie University
Louie Velocci - KPMG

Facilitated by Juanita Mombourquette - Unisys Canada

Lunch (starts during the panel discussion)

Closure and evaluation 12:30pm-12:45pm


Early bird (before June 23rd)
  itSMF Member Non-itSMF Member
Breakfast, presentation and lunch Free $45.00

Regular (June 23rd and later)
  itSMF Member Non-itSMF Member
Breakfast, presentation and lunch $35.00 $80.00

Event Description

1. Comprehensive approach to implementation of Financial Management practices

Speaker : Garfield Johnson, CMA, ITIL - IT Service Management Consultant, Qualiti7

The following topics will be covered during the presentation.

• Benefits of implementing a financial management framework in the delivery of IT services
• Prerequisites to successful implementation and Critical Success Factors
• Overview of implementation approach
• Key roles to support the target processes
• Challenges

The session will end with a questions and answers period. 

About the speaker

Garfield Johnson (Qualiti7), had his first exposure to computers while in high school, programming BASIC on an Apple IIe.

Several years later he formally embarked on a career in IT by completing a diploma program at the Atlantic Computer Institute in Halifax.

Over the next 2 plus decades, Garfield worked for a wide range of organizations as both employee and consultant, including the CBC, Kimberly Clark and Sobeys in Canada, and a small start-up in the US.

Eventually Garfield expanded his skillset by taking on roles in finance and accounting for both for- and not-for-profit entities, and by attaining an MBA degree and CPA, CMA designation.
Currently Garfield operates a boutique consulting firm, which is now in its 15th year. His focus is on blending his IT and finance/accounting expertise to deliver exceptional value for his clients. He enjoys life in Central Nova Scotia and is happily married to his wife of 29 years.

2. Financial Management, providing decision making support to manage IT Services.

Speaker :Doug Schneider, Partner, IT Advisory Services, KPMG

Doug will discuss challenges facing the IT industry today with focus on internal financial models and service management.

About the speaker
Doug Schneider (KPMG): As the former Global Chief Technology Officer of Manulife Financial, his leadership has propelled Manulife as an early adopter of several cloud transformation offerings such as Sales Force, ServiceNow, Microsoft Azure and O365. As the CTO, he also developed and defined the mobile and SaaS application architecture transformation at Manulife. Doug is well known and respected in the FS sector, especially with insurance and banking clients in Canada.

As the Digital Transformation/Financial Services ITA lead, Doug’s role will be focused on raising the firm’s profile in the FS sector with an emphasis on Digital Transformation opportunities, specifically digital disruptors and innovations such as cloud, digital labour, Internet of Things, and cognitive automation. He has a unique understanding of what drives the FS client base to use consulting services and he will provide the right focus to accelerate KPMG’s growth in this segment. Doug will be integral in helping us to become the Clear Choice in Digital Transformation and work shoulder-to-shoulder with our clients to turn emerging digital disruptors into enablers of innovation and industry transformation.

3.  Panel discussion on Financial Management for IT Services - Why it is key in today's business reality

Panel members:
Jennifer McLeod - Manager ICT - Computing and Telecommunications Services at HRM
Jim Farmer - Director ICT - Client Services and Infrastructure at Dalhousie University
Louie Velocci - National Lead Partner CIO Advisory Services at KPMG

Facilitator: Juanita Mombourquette, PPRS Service Manager & ITO Manager at Unisys Canada

We will be holding a panel discussion on the importance for organizations and their IT department to make use of key information about the cost of delivering, running and maintaining IT Services that support business activities.

You are invited to submit your questions for the panel prior to June 16 by sending an e-mail

We will be selecting questions for the panel from the ones received from members and contacts.

About the panel members
Jennifer McLeod, ...
(Manager ICT - Computing and Telecommunications Services at HRM)


Jim Farmer, ITIL Expert
(Director ICT - Client Services and Infrastructure at Dalhousie University)

Jim Farmer has been a senior manager in Information Technology for over 30 years. He has worked in large consulting organizations as well as private and public enterprises. He is currently the Director of Client Services and Infrastructure at Dalhousie University. He lives in Dartmouth with his wife Charlaine and has two grown children who live in the area.

(National Lead Partner CIO Advisory Services KPMG LLP)

Louie is the National Lead Partner in our CIO Advisory services practice and is a highly qualified senior business leader with cross functional and cross industry experience. He leverages his 20+ years of experience to help our largest global client’s CIOs, CTOs, CISOs and senior management teams to:
• Align their IT service delivery approach and frameworks with the strategic business imperatives of their organization.
• Provided pragmatic solutions to IT and business risk mitigation.
• Help Boards and Management understand the risks and impacts of emerging technologies to the organization.
• Mentor and coach emerging leaders.
• Develop strategies with clients during the last 4 years on over $5B worth of IT delivery and transformational projects.

Louie also represents KPMG LLP (Canada) on our Global CIO Advisory Center of Excellence and has developed considerable thought leadership on the topics of cloud computing, shared service and control alignment, IT transformation, critical infrastructure design and protection.
Louie continues to work with IT standards bodies and has been involved with Industry Canada’s initiatives on Cloud Computing. This roundtable council is currently examining the role that the public and private sectors will need to play in the wide spread adoption of cloud computing in Canada. It is examining infrastructure, controls, requirements for regulation, legal and resource considerations.

Louie works with the firms largest IT transactions from both a financial and IT operational perspective leveraging his hands on experience in IT operations, accounting and financial modelling.

Previously Louie led a large global consulting firm’s IT Security and Forensic practice in Canada. He has hands on experience leading and executing IT risk assessment projects and third party outsourcing organizations engagements on both national and international levels.
Louie also works with organizations in the financial, insurance, transportation and telecommunications industries to examine global issues which may impact these industries. Additionally he holds a Government of Canada Level II Security Clearance which allows him to work on highly sensitive projects involving the Canadian Government or organizations deemed ‘Critical Infrastructure’ of Canada.

Juanita Mombourquette
(PPRS Service Manager & ITO Manager, AMS - UNISYS)

Ms. Mombourquette has 29 years’ experience in the information technology industry. She is presently the PPRS Service Manager and the Infrastructure and Operations Manager for the ACOL Shared Infrastructure.

In her role as PPRS Service Manager, Ms. Mombourquette manages all aspects of the Personal Property Registry Service for clients from seven jurisdictions. The team uses Agile Scrum to manage changes to PPRS including corrections, maintenance, and functional enhancements. Ms Mombourquette is the Agile Scrum Product Owner.

Ms. Mombourquette successfully managed the implementation of the seventh jurisdiction from business requirements, through design, development, and testing, and completing implementation, transition, and training. In her role as Infrastructure and Operations Manager, she manages a $1,000,000 cost project for Shared Infrastructure with a team of between 7 and 12 people.

Ms. Mombourquette is responsible for developing a strategy for the infrastructure, preparing business cases, attaining buy-in for change, and managing change. She and her team keep the services hosted on the Shared Infrastructure running at agreed upon Service Levels. Ms. Mombourquette ensures that Business Continuity and Disaster Recovery plans are kept up-to-date and that testing is performed of both process and technical ability. She has led her team in adopting ITIL as a best practice model for the processes used by the team.

Ms. Mombourquette updated the ACOL Change and Incident Management processes to support the CSAE 3416 audit. Present and previous experience has given Ms. Mombourquette a variety of knowledge with emphasis in the areas of Change Control & Configuration Management, Incident Management, Support and Problem Resolution, Infrastructure Maintenance, Team Leadership, Financial Management, Business Continuity and Disaster Recovery, and Application Development & Maintenance. 



About itSMF Canada
itSMF Canada is a non-profit organization dedicated to promoting and facilitating the recognition and growth of our members in Service Management. We promote the, certification, adoption and application of ‘Best Practice’ frameworks and standards, such as ITIL, ISO20000, CoBIT and many others. Operating through our Branches located across Canada, we provide the vital and vibrant network of peers, mentors, and industry experts needed by our growing community of IT Service Management professionals.

About itSMF Atlantic
itSMF Atlantic is the itSMF Canada Atlantic provinces chapter supporting Newfoundland and Labrador, Prince Edward Island, Nova Scotia, and New Brunswick.





itSMF The IT Service Management Forum