01About This Event
A working-session format workshop for CFOs and CIOs to jointly assess technology spend, benchmark against industry, and build an actionable cost optimization roadmap.
Attendees leave with a completed spend analysis template and vendor benchmark data they can use immediately. This isn't a presentation — it's a hands-on working session where you do real work on your own technology portfolio.
ARG advisors facilitate using the same methodology we apply in paid engagements, compressed into a half-day format.
02Agenda
- 8:00 AMArrival & Continental Breakfast
- 8:30 AMFramework: How to Read Your Technology Spend
- 9:00 AMWorking Session 1: Spend Audit Template
- 9:45 AMBenchmark Review: Where You Stand vs. Industry
- 10:15 AMWorking Session 2: Building Your Optimization Roadmap
- 11:15 AMPeer Share-Out and Q&A
- 12:00 PMClose
03Speakers & Guests
J
Jason Hart, Managing Partner, ARG Fort MillA
ARG Financial Technology Advisors