May 9-11, 2018

Mark your calendar for next year’s TDX Client Summit in Miami, FL!

Keynote Speaker: Keren Elazari

Keren Elazari

Keren Elazari is an internationally acclaimed security researcher, author and strategic analyst, with years of experience in the international cyber security industry. Since 2000, Keren has worked with leading Israeli security firms, government organizations, Big 4 firms, advised Fortune 500 and groundbreaking startup companies, helping global organizations navigate complex cyber security issues. Elazari’s independent research work and writing about emerging security issues has been featured by Scientific American, WIRED, and she is a frequent speaker and commentator in international events and in the media. Ms. Elazari holds an MA in Security Studies from the prestigious Security & Technology workshop at Tel Aviv University – where she is a senior researcher with the Balvatnik Interdisciplinary Cyber Research Center , focusing on the complex relationships between hackers, industry and government. Elazari is also a Security Fellow with Singularity University, a private future-oriented think tank.

In 2014, Keren became the first Israeli woman to speak at the annual TED conference. Keren’s TED talk has been viewed by millions online, translated to 27 languages and selected for TED’s list of ‘Most Powerful Ideas in 2014’ and’s list of ‘Top TED Talks of 2014’. Her collaborative book with 8 leading women, Women in Tech, was published by Penguin USA in March 2016 and became an Amazon bestseller.

View Keren’s TED Talk >>


10:30 AM – 1:00 PM

Pre-Event Workshops (Includes Box Lunch)

Workshop 1: Resource Management & Capacity Planning (ITSM/PPM)

Workshop 2: Advanced Dashboards & Reporting

Workshop 3: Out-Of-The-Box Integrations with 3rd Party Tools

12:00 PM – 1:45 PM

Optional Team Building: Build a Bike Charity Event (Includes Box Lunch)

2:00 PM – 5:30 PM

General Session Programming
Keynote Speaker
Special Programming
TDX Strategy

5:30 PM – 7:30 PM

Networking Reception

7:30 AM – 8:30 AM


8:30 AM – 9:30 AM

PPM Across Enterprise

Theresa Mullin – Northern Essex Community College

8:30 AM – 9:30 AM

Shared Services & Consolidation: Getting Your Departments on the Same Page

University of New Hampshire

8:30 AM – 9:30 AM

From Chaos to Control: How Effective Asset Management Transformed SUNY New Paltz

Sam Fischer – SUNY New Paltz

8:30 AM – 9:30 AM

Automating Monitoring of Banner

Miami University

9:30 AM – 10:30 AM

Tell Your Story: How Time Tracking in Your PMO Can Demonstrate Your Value

Josh Clark and Rami Jalal – Colorado State University

9:30 AM – 10:30 AM

Technician-Less Service Requests

Ben Gallagher – University of Nevada Reno

9:30 AM – 10:30 AM

Expanding Marketing Support Capabilities with TDX

Deanna Belshe – Johnson County Community College

9:30 AM – 10:30 AM

Continuous Improvement from Implementation to Methodologies

Eric Whitmore and Darcie Wilson – Central Michigan University

10:30 AM – 11:00 AM


11:00 AM – 12:30 PM

TDX Solution Update / NO BREAKOUTS

12:30 PM – 2:00 PM


2:00 PM – 3:00 PM

How Project Intake and Governance Expand Functionality

Adam Petrea and Phylis Short – Bowling Green State University

2:00 PM – 3:00 PM

The Advantages of Student-Run Service Desks

Richard Musal and Greg Quaglieni – Manhattan College
Jonathan Graves – University of North Carolina – Wilmington

2:00 PM – 3:00 PM

Tying Requests into Creative Services

Lee Gullett and Larry Farmer – Michigan State University

2:00 PM – 3:00 PM

ITSM Outside of the Toolbox

Jeri Schefts – Boston College

3:00 PM – 3:15 PM


3:15 PM – 4:15 PM

Service Management Open Forum


3:15 PM – 4:15 PM

Keeping TDX Fresh & Fully Utilized

Warren Glore and Anita Barrett – Wichita State University

4:15 PM – 5:30 PM

Panel Discussion: PPM Methodology & Best Practices

Denis Walsh – Boston College
Rajiv Kaushik – University of Toronto

4:15 PM – 5:30 PM

Panel Discussion: Effective Roll-Outs Make All the Difference

Kenneth Libutti and Edith Robinson-Johnson – Palm Beach State College
Kelsey Lunsmann, Michelle Brown and Ryan Stasel – University or Oregon

4:15 PM – 5:30 PM

Leveraging Process Improvement Analysis Across the Enterprise

Austin Siders and Jerad Sneed – Austin Peay State University

7:00 PM – 10:00 PM

Customer Appreciation Networking Dinner

7:30 AM – 9:00 AM


9:00 AM – 10:00 AM

PPM Open Forum

9:00 AM – 10:00 AM

Student Affairs to Marketing: How TDX Works Across Campus

Tallahassee Community College
Speakers: TBD

10:00 AM – 11:00 AM

The Impacts of Time Tracking on Resource Capacity

Jennifer Jones and Tamisha Waden – North Carolina Central University

10:00 AM – 11:00 AM

Technology Governance with a Purpose

Tom Pagano and Sandra Warner – Johnson County Community College

10:00 AM – 11:00 AM

Service Management and Knowledge Management Best Practices

James Saunders – University of Cincinnati

11:00 AM – 11:30 AM


11:30 AM – 12:45 PM

PPM Best Practices


11:30 AM – 12:45 PM

Advanced Knowledge Management and Knowledge-Centered Support (KCS)

Kaliegh Belda – Western Kentucky University
Patrick Lisk – Bowling Green State University

12:45 PM – 2:00 PM


2:00 PM – 3:00 PM

Service Acceptance Criteria in PPM

Jeffrey Toaddy – Miami University

2:00 PM – 3:00 PM

Panel Discussion: Taking Your Service Catalog to the Next Level

Kara Farmer and Danielle Ferrell – University of North Carolina – Wilmington
Adam Smeets – Dominican University

2:00 PM – 3:00 PM

Building Local User Groups

Caitlin Baer – The Ohio State University

3:00 PM – 3:30 PM

Summit Wrap-up

CIO Track

On Thursday, May 10, we are offering a CIO track aimed at bringing together Higher Ed IT leaders in a roundtable format. The day’s agenda is listed below.

8:30 AM – 9:30 AM: Enterprise Analytics & Dashboards – A CIO Panel Discussion

9:30 AM – 10:30 AM: Supporting ESM Across the Organization – How to Consolidate & Drive Adoption

10:30 AM – 11:00 AM: BREAK

11:00 AM – 12:30 PM: TDX Solution Update

12:30 PM – 2:00 PM: LUNCH

2:00 PM – 3:00 PM: TDX Strategy Session – Looking Ahead to 2020

3:00 PM – 3:15 PM: BREAK

3:15 PM – 4:15 PM: Creating a PMO

4:15 PM – 5:30 PM: Governance & Culture – How to Keep up the Momentum Post Go-Live

Please note the CIO Track is by invitation only.


The 2018 TDX Client Summit is being held at Intercontinental Miami, which is where the hotel is located as well. You will be able to walk directly from your hotel room to join each day’s sessions.

We have secured a discounted group rate at Intercontinental Miami starting at $210 per night. Click here to book your room.

You can also contact Intercontinental Miami directly by calling 1-800-327-3005 and using the group code YDE. The room rate is available for 2 days before and after the Client Summit. To book a room for dates outside of the Client Summit dates, you must call Intercontinental Miami directly.

The room block is available for a limited time. Please book early to ensure that you get a room at this special rate.


InterContinental Miami
100 Chopin Plaza, FL Miami 33131


2018 TDX Client Summit Sponsorships

CLICK HERE to download the sponsorship overview. You can also use the form on this page to send us a note.

Contact Us About Sponsoring

Registration is open for the 2018 TDX Client Summit!

Primary Registration: $450.00 (register prior to May 1, 2018)

Late Registration: $500.00 (register after May 1, 2018)

Act now to secure your spot for three days of networking and learning how you can get the most out of your investment in TDX.