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Miami, Florida
November 10 – 12, 2025

Wrapping up TBMC25

Three days of tech value by design

TBM Conference 2025 brought together a global community of technology, finance, and business leaders to explore how TBM by Design transforms complexity into clarity and drives measurable business value. Over three days, attendees tackled the biggest challenges shaping today’s enterprise in dozens of sessions – from accelerating AI adoption and aligning strategy with spend to modernizing TBM standards and advancing careers in technology leadership.

Keynotes and panels delivered actionable insights: how financial intelligence turns AI hype into ROI, why TBM is essential for connecting tech investments to outcomes, and how organizations are breaking silos to build adaptive enterprises. We closed out the event on a high note with the Palm Royale–themed poolside celebration at the beautiful Fontainebleau, where attendees networked, relaxed, and toasted to a future designed around technology value.

Day 3: Truth, transformation, and TBM career growth

The final day centered on separating hype from reality, modernizing TBM standards, and empowering professionals to advance their careers.

Myths vs. realities in today’s technology world

A detailed keynote featuring Matt Guarini, Executive Director of the TBM Council, and Dr. Howard Rubin, Founder of Rubin Worldwide, examined the real impact of cloud and AI on economic performance. Live polling and global trend analysis revealed that, despite massive investments, these technologies have yet to deliver dramatic gains – underscoring the need for strong governance and realistic expectations. TBM remains essential for connecting tech spend to business outcomes.

Breaking silos and driving value: the adaptive enterprise

Christian Holston, Senior Enterprise Architect at Southwest Airlines, and Konstantin Popov, VP of Enterprise Technology at Cprime, shared how Enterprise Architecture and TBM are dismantling silos and enabling innovation at scale within Southwest Airlines. Their blueprint emphasized fixing data issues at source and adopting industry standards rather than manual processes and spreadsheets for sustainable transformation.

Modernizing TBM to stay ahead of technology challenges

The TBM Council introduced Taxonomy 5.0 and a broader framework to deliver clarity, consistency, and collaboration across technology, finance, and business. Justin Mann, Chair of the TBM Council Standards Committee, outlined updates, including a robust modeling guide, a new maturity model, and a multi-level training curriculum with certification, preparing professionals for priorities like AI and sustainability.

Leveraging TBM to accelerate your career

In a TBM Ambassador panel featuring Lauren Bateman (FedEx), Clerin Fernandez (Nomura), and Carollyn Gehrke (The Standard), these technology leaders shared their journeys into TBM. Each stressed hands-on experience, community learning, and bridging business and IT. Their advice included starting small, focusing on value, and communicating clearly with stakeholders.

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To create something sustainable, to create something that’s really going to drive durable value for the organization, fix your data and fix it at the source. Don’t fix it with a pool of analysts in the background with Excel.

Christian HolstonSenior Enterprise Architect, Southwest Airlines

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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!

Day 2: Powering decisions with Financial Intelligence

Our second day of the conference focused on how financial intelligence transforms emerging technologies like AI into measurable business value, effectively turning hype into high-impact outcomes.

From hype to high value

Ajay Patel, GM of Apptio and IT Automation at IBM, challenged organizations to ensure technology investments are tied to business outcomes, not treated as expenses. He emphasized building robust data foundations and moving beyond static dashboards to real-time insights. Patel introduced a vision for a “financial intelligence layer” to enable faster, smarter decisions and announced a new partnership with Accenture, reinforcing the role of collaboration in driving innovation.

Where strategy meets spend

A panel featuring Sunstream’s executive leadership explored how TBM powers digital transformation by aligning business, technology, and finance. Panelists shared lessons learned, including the insight that adopting TBM earlier would have significantly improved project outcomes – underscoring its role in strategic decision-making and cost management.

From transparency to strategy

Technology leaders from Maryville, Cummins, and Kimberly-Clark discussed how Strategic Portfolio Management (SPM) builds on TBM to turn financial transparency into actionable results. Speakers emphasized stakeholder engagement, joint accountability, and dynamic planning as essential for adapting to disruptive innovations like AI. Practical advice focused on fostering collaboration, prioritizing business outcomes, and embracing iteration to drive successful transformation.

Powering the enterprise with Financial Intelligence

Closing the day, Eugene Khvostov, Chief Product Officer at Apptio, unveiled innovations designed to embed financial intelligence across ITFM, FinOps, and SPM. Highlights included the SPM Control Center for advanced portfolio management, automated data classification with FOCUS schema integration, and AI-driven capabilities like Kubecost 3.0, multi-cloud AI spend dashboards, and the AI Lens for instant, human-readable insights. Apptio also showcased Conversational Insights and advanced forecasting tools, enabling organizations to accelerate planning and realize value faster than ever.

In the AI era, you have to make faster, smarter and more financially grounded decisions.

Ajay PatelGeneral Manager of Apptio and IT Automation at IBM

Unlock the full potential of your tech investments

Hybrid Cloud, AI, and other innovations have made technology spend more complex than ever. Organizations need a way to intelligently process this data at scale—bringing financial and operational data together, transforming it into actionable insights, and using those insights to improve efficiency, reduce waste, plan with precision, and maximize business value from every technology dollar invested.

That’s the power of Financial Intelligence: a unified layer that turns raw data into strategic decisions. Explore the latest innovations and upgraded features in IBM Apptio, IBM Cloudability, IBM Targetprocess, and IBM Kubecost – all designed to help you turn complexity into clarity and deliver measurable outcomes.

Congratulations to the TBM Council Award winners

Last night, we celebrated 26 organizations and individuals that both leverage TBM to deliver meaningful impact, innovation, strategic execution and leadership in today's rapidly evolving tech plans. This year, we saw a 40% increase in submissions compared to last year, resulting in the most competitive pool we've ever had, and we have global representation with finalists from the Americas, Australia, Japan and Europe.

Nick SantanielloProgram Manager, Awards & Case Studies, TBM Council

Day 1: Designing the future of technology value

TBMC25 opened with a full slate of breakout sessions and keynotes underscoring the breakneck pace of technology innovation – and the critical need for frameworks that turn complexity into business value. The opening address emphasized how organizations can win with technology in the age of AI, drawing inspiration from Florence Nightingale’s pioneering use of data to drive change and linking it to the value of insights in modern business. Executive Director Matt Guarini shared survey results demonstrating TBM’s impact on generating business value and called on practitioners to embed TBM practices across the enterprise.

The conversation then turned to the evolving role of AI, with Maithra Raghu, CEO of Samaya AI, introducing the “Lattice of Experts” architecture – a model for tackling complex decisions in high-stakes environments such as financial research – and exploring how humans and AI will co-create knowledge networks.

Next, the focus shifted to maximizing business value from technology investments through the TBM framework. Laura Walsh, Global CIO of Culligan, emphasized stakeholder engagement, effective KPI measurement, and starting with tangible use cases to deliver outcomes beyond cost management.

The day continued with a challenge to apply TBM principles to AI, led by Chris Pick, CMO of Smartsheet, who urged attendees to prove cost, quality, and value in a world of digital labor and hybrid workforces.
Closing the day, a panel featuring leaders from Cummins, Allstate, and Caterpillar shared practical insights from every stage of the TBM journey – reinforcing that whether building foundations or scaling globally, TBM by Design is how organizations turn complexity into clarity.

Our ambition for TBM is to be the indispensable global standard for every organization to unleash the full potential of their technology.

Matt GuariniExecutive Director, TBM Council

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Miami, Florida |
November 9 – 11, 2026

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