Speakers

Exhibitors

Schedule

  • 10 July
  • 11 July
  • 12 July
  • 13 July
  • 14 July
  • 15 July

Max Ablimit

Tarim Consulting
Max is the founder of Tarim Consulting and an Oracle licensing expert based in Silicon Valley. A veteran of Oracle License Management Services (LMS) with 10 years’ experience in license compliance and six years with Oracle, during his tenure with Oracle, Max received technical and commercial training in Oracle’s license policy for database, middleware and applications, including advanced expertise in Oracle business practices and go-to-market strategies. He was responsible for starting LMS activities in the Greater China region (Mainland China, Hong Kong, and Taiwan). This program has become the highest revenue contributor in the Asia Pacific region. Max has
managed more than 500 Oracle license audits and contract negotiations. He is a Certified Software Asset Manager (CSAM) through the International Association of Information Technology
Asset Managers (IAITAM). Additionally, Max is an expe rt instructor for the International Business Software Managers Association (IBSMA), the world’s largest nonprofit association of business-focused software asset management (SAM), licensing and compliance professionals. He has taught a course on Oracle licensing and strategy, which empowers Oracle customers to make informed decisions on licensing and managing their Oracle software.

11 July

11 July

13 July

Mike Adams

Director
KPMG

12 July

Adi Ahuja

Director of Service Delivery
Palisade Compliance
Designed to help your business save money, ensure license compliance, and take back control of your Oracle relationship, Palisade holds a unique position in the technical and licensing advisory services market. http://palisadecompliance.com/about/

11 July

11 July

Paul Baguley

Principal
KPMG

11 July

Brian Clift

Principal Licensing Consultant
Oracle

12 July

Sandi Conrad

Senior Director, Infrastructure Practice
InfoTech Research Group
Focused on providing new ways of managing IT operations to help my clients improve customer support, reduce and eliminate process bottlenecks, improve communications and provide the tools to enable my clients to find innovative ways to help the business become a stronger support organization.
Industry Expert in Service and Asset Management, facilitating workshops and providing advisory services to our clients, public speaking at client and industry events.

11 July

12 July

12 July

Koen Dingjan

Founder
SolarCom
SolarCom is an IT consultancy aimed at providing software license management / software asset management services.. Specialties:Certifications: CISA, ITIL, COBIT, PRINCE2

12 July

14 July

15 July

Terry Divelbliss

Sr. Vice President, Marketing and Technical Alliances
Eracent
Terry is Eracent’s Sr. VP of Product Management. He guides the strategy, functional design and positioning of Eracent’s data collection, lifecycle management and license compliance solutions

John Emmitt

Sr. Marketing Manager
Flexera Software

12 July

Anne Feider

SVP, Enterprise Technology Asset Management
Wells Fargo

11 July

Eric Feldman

Marketing Professional, Solution Architect, Author and Speaker
Flexera
Working with the Software License Optimization solutions, including the FlexNet Manager Suite for Enterprises, FlexNet Manager for Cloud Infrastructure, and FlexNet Manager for Engineering Applications.

11 July

David Foxen

Software Asset Management Evangelist
Snow Software
David is currently a Software Asset Management Evangelist for the world's leading SAM technology provider, Snow Software. His role at Snow Software gives David the opportunity to do what he loves - talking about SAM! This will be achieved through various media outlets, including blogs, events, videos, interviews and networking.

He has already implemented a successful software asset management structure in a number of organisations. He has also saved millions of pounds via internal audits and optimizing existing licenses. He has previously held a number of SAM roles including ITAM Director, Global Software Asset Manager, Software Asset Manager and Software Asset Analyst.

Self-taught, he has acquired a number of SAM and ITAM related qualifications and is also studying part-time towards a BA (Hons) Business Studies degree. He is due to finish his degree with the Open University in 2016 before looking at doing a Diploma in Meteorology (weather!).

Whilst always looking to learn, he is very enthusiastic and passionate about software asset management, IT Asset Management, Mobile Asset Management and software licensing. If you want to get in touch with David then the best way to do so is at sambeastdavid@gmail.com

11 July

Antonio Gallotti

Product Manager
IBM

12 July

Lance Giles

Managing Consultant
Anglepoint
Lance Giles is Managing Consultant at Anglepoint and brings over ten years of experience designing, implementing and maintaining software license compliance programs.

Lance is well-versed in overcoming the challenges of building end-to-end software licensing programs (including positioning software compliance to stakeholders, executives, legal, end users, etc.).

Most recently, Lance has been fully responsible for managing a professional services team to support Microsoft’s Software Asset Management (SAM) program.

His unique qualifications enable his ability to guide clients through the most complex and difficult aspects of software compliance and asset management.

11 July

Courtney Grey

Director, Forensic Services
PwC
Courtney Grey is a Director at PricewaterhouseCoopers LLP in Forensic Services. He has a wide range of experience in license management and royalty compliance, database, and forensic technology engagements. Courtney is MCSE, MCSA, CCA, A+, CSAM and ITILv3 certified. Courtney has been a major participant in software license management and is considered a subject matter specialist in software license compliance and software asset management (SAM). Courtney has participated in developing new solutions and improving processes for both forensic technology and contract compliance services; contributing custom applications and scripts for special engagement requirements. He has utilized a wide variety of programming languages (XML, Microsoft .NET, batch files, AppleScript) and applications to build these solutions. Previously, his industry focus was construction project management information systems where he developed proprietary applications and implemented Microsoft infrastructure.

11 July

John Grubb

Chief Advocate
SoftwareAdvocates
Microsoft licensing and technology expert with 15 years of experience at Microsoft. Responsible for overall client engagement policy and strategy. Manages overall client satisfaction. Provides oversight over all client engagements. Responsible for ownership of all client content and deliverables. Stays informed of industry trends and adapts content and deliverables to those trends. Ownership of client engagement P&L.

12 July

13 July

Henry Jones, III

Technology/Business Lawyer and Tech. Business Consultant
Henry Jones III, Attorney at Law
Veteran i.t. lawyer and business consultant, with 30+ years experience, from young growth companies to multi-billion-revenue firms; "business development professional trapped in a lawyer's body, yielding a two-for-one;" alumnus of senior management teams at 3 publicly traded tech vendors; particular current foci include open source software (e.g., 54+ client projects, 20+ talks in 5 countries, and 10+ published articles, so far) and outsourcing; prefer (and get good marks ) working as a "3-legged stool" integrating tech., business and legal issues

12 July

Tres Larsen

Managing Director
Clearedge Partners
Tres leads Software Asset Management and Audit Services at ClearEdge Partners. He advises clients on maximizing software spend, navigating software audits, and managing complex contracts and licensing.

Tres has extensive experience in software auditing and licensing. As a former auditor, he led hundreds of Software Asset Management (SAM) reviews and audits on behalf of Microsoft and other enterprise software publishers. Prior to joining ClearEdge, Tres established and led KPMG’s Microsoft software compliance program in the U.S., where he designed and developed the audit methodology and audit data collection tools used to asses customer compliance.

Tres is a frequent speaker at software industry events. He is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Fraud Examiner (CFE) and Microsoft Certified Professional (MCP). Tres has a Masters in Information Systems Management and Bachelors degree in Accounting from the Marriott School of Management at Brigham Young University

Kyle Leonard

Director, License Management Services
Oracle
MBA with 14+ years of business, finance, and IT audit experience within the Software Industry.

Deep knowledge of high tech industry, current industry issues, open standards and edge products, with a focus on embedded Oracle Technology.

Understanding complex IT architectures, database measurement tools, hosted and on-premise deployments, technical software audit process, various software license agreements, IP and piracy laws

Specialties: IT Strategies
Software Licensing | Intellectual Property | IT System Auditing | Business Development | Negotiations | Open Source |

Product Knowledge
Oracle Database | MySQL/Java | Business Intelligence | Middleware | Embedded Technologies | 3rd Party Applications | SAP |

Customer Knowledge
Independent Software Vendors | OEM | VAR / VAD | Public Sector | Emerging Markets | Open Source Community | SAP Platform

11 July

Julie Machal-Fulks

Scott & Scott

11 July

12 July

Jamie Marsnik

Software Asset Mgmt Product Owner & Sr Global Compliance Lead
IBM
Design Processes and Solutions for Managing Software License Compliance. Manage development projects related to Software License Management. Manage process improvement projects related to Software License Management. Business analysis activities related to Software License Management.

12 July

James Matlock

Senior Software Engineer
IBM
- 15+ years of experience in leading software teams leveraging both technical and project management skills
- Currently furthering my technical education by pursuing a Masters of Computer Science degree at NCSU

Specialties:- Lead programmer on Java-based applications and server-based systems

Jim Matlock

Senior Software Engineer
IBM

Jillian McCue

Sr Manager - Process, Application & Information Services

12 July

Sean McIntosh

Vice President
Method 180

11 July

12 July

Anoop Mohankumar

Director
Anglepoint

11 July

11 July

11 July

11 July

12 July

Andy Mueller

Senior Consultant
Quantak Solutions

12 July

David Ochroch

Senior IT Procurement Consultant
IBSMA
David Ochroch is an IT contracts negotiator specializing in IT procurement (software (primary), professional services, telecom, hardware), with deep experience in strategic sourcing, RFP management, SOW creation, service level agreements, cloud / SaaS (Software as a Service) procurements, cyber security, and IT asset management. He created the Professional Certification in Software License Agreements (PCSLA) for the International Business Software Managers Association (IBSMA.com). He holds certifications in Oracle license management, IT service management, and contract management. In-depth knowledge of electric utility smart grid / power distribution systems.

10 July

11 July

13 July

C.J. Ortega

Principal Consultant
SSES Global
Executive with over 25 years of management experience in structuring and building successful organizations and teams, implementing the people, processes and tools to deliver successful outcomes in IT Sourcing, Contract Negotiations, SAM/Software Optimization (asset management), Decision Support, and IT Outsourcing. Assists clients in evaluating existing vendor agreements and relationships, and subsequently establishing acquisition, deployment, life cycle management and governance strategies that will optimize value, mitigate risk and avoid unplanned expense.

11 July

12 July

Joshua Osborne

Director of Client Services - Microsoft
NPI
Providing IT investment, spend analysis and benchmarking to better enable companies to realize the full value and return on investment.
Working with companies to optimize short and long term strategies to better enable innovation, time to market and customer service.

12 July

12 July

Robbie Plourde

SVP of Professional Services
Aspera
Innovative, result-driven business executive with extensive global experience in strategic planning, business process engineering, and customer relationship management. I have demonstrated the ability to deliver cost-conscious solutions with the highest customer satisfaction through the application of effective strategies.

I have over 15 years experience in Enterprise operational management, customer relationship management, IT asset management, Software Asset Management, long and short-term strategic planning, and IT life-cycle process development.

11 July

11 July

Kevin Rieske

Director
Anglepoint

12 July

Steven Russman

Exec. Dir.
IBSMA

Lara Schneider

Consultant/ Project Manager SAM
Quantak Solutions
Update: July 10. Unfortunately Lara will not be able to join us at the Summit. Her session will still take place, led by another presenter. Sorry for the inconvenience.

William Sudbrook

Sr. Technical Director
AT&T
• Direct global software asset management, compliance, and optimization department.
• Provide strategic vision to employees and upper management.
• Negotiate complex contracts with suppliers and partners.
• Budget management (operational, software, expense, capital)
• Employee transformation and development.
• Training plan development.
• Development of operational policies, procedures, standards, guidelines, and best practices.
• Recruit, interview, hire, and train.
• Ensure project completion by coordinating resources and timetables with IT staff, across organizational departments, and with strategic partners.
• Oversee department meetings with staff leads to ensure continuity and alignment with strategic goals.

11 July

Sumin Tchen

Principal
Belarc
Belarc, located in Maynard, MA, develops and licenses Internet based products which help make personal computers easier to use and maintain by large enterprises, small businesses and individual consumers. Our products are used for software license compliance, hardware upgrade planning, cyber security status, information assurance audits, IT asset management, configuration management, and more. Belarc's products are used for software license compliance, hardware upgrade planning, cyber security status, information assurance audits, IT asset management, configuration management, and more.

11 July

12 July

David Tidwell

IBM SAM
SoftwareONE
Update: July 10. Unfortunately David will not be able to join us at the Summit. His session will still take place, led by another presenter. Sorry for the inconvenience.

U.S. consulting and services lead for IBM SAM with over 33 years IT experience and former Enterprise Account Manager (Compliance Manager) for IBM. SoftwareONE employs 2,500 technology consultants across 115 countries to help customers optimize their software spend by ensuring their investments are cost-effectively deployed and managed throughout their life-cycle.

12 July

Kathleen Vanegas

Asset Management Services, Central Region Lead
EMC

12 July

Dan Yang

Director, Contract Compliance Services
KPMG
Director in KPMG's Contract Compliance Services practice, specializing in software license compliance, Software Asset Management, analyzing complex license agreements and identifying contract issues. Background in IT systems, network engineering, and project management.

Specialties: Certified Information Systems Auditor (CISA), Microsoft Certified Professional (MCP) in Software Asset Management (SAM).

Pete Zerger

Principal Program Manager, Microsoft MVP - Cloud & Datacenter Management
Cireson
Pete Zerger is an author, speaker, and 10-time Microsoft MVP, focusing on hybrid cloud design, management and data center automation solutions. Pete has presented at popular technical conferences around the world including MS TechEd and System Center Universe. He has authored many technical whitepapers and is co-author of several books, including both the Orchestrator Unleashed and Operations Manager Unleashed titles from Sams Publishing. He blogs at the community he founded and moderates, System Center Central (http://systemcentercentral.com).

12 July

12 July

Zeb Zigler

Senior IT Asset Management Analyst
VISA
Dynamic high performer and results driven senior analyst with multiple competencies spanning data analysis/forensics, software licensing/compliance, database management, cross-functional team collaboration, process optimization and relationship development with the ability to execute projects in fast paced and global organizations.

Specialties:
Strategic framework, cost modeling/reduction, risk mitigation, compliance reviews, quantitative and quantitative analysis, business metrics and executive reporting.

11 July

Aspera

Aspera is a highly specialized provider of strategic license management solutions. Our unique service based approach has been successfully implemented in international projects since 2000. More than 200 enterprises—including over 35 Fortune 500 companies—rely on Aspera’s license management expertise for software license optimization and strategic audit defense. Visit Aspera.com.

Belarc

Belarc's products offer a combination of accurate discovery and automated asset and software license management. Discovered instances and usage of products such as Microsoft Office, SQL Server, Windows Server, Visio, Project, Oracle, Adobe and more, are automatically linked to purchase records and licensing rules, to help automate your IT asset management and SAM processes. For additional information visit Belarc.com.

Cireson

Born in 2012, Cireson was founded on a simple, powerful idea; to be the forward thinkers on all things Microsoft Cloud and System Center. Our values from the beginning are still the same; keep it genuine, do the right thing, and listen to customers. As a world leader in Microsoft Cloud & System Center, our mission is to make your working life ridiculously more productive by bringing service and asset management together, and that's the Cireson Platform. Taking pride in our expertise, we proudly boast some of the brightest and most fanatical IT professionals in the industry. From the Cireson Platform to Consulting Services and community engagements—everything we do is designed to push technical brilliance forward. Our headquarters are located in sunny San Diego with offices throughout North America, Australia, and the United Kingdom. Visit Cireson.com

Eracent

Eracent provides comprehensive, automated IT Asset Management (ITAM) and Software Asset Management (SAM) solutions for enterprise-level companies. With Eracent's unique SOAR™ methodology, customers can establish savings goals and optimization targets for hardware assets and software licenses, and then monitor progress as they successfully meet milestones along the way. Eracent's solutions help to improve process efficiency, reduce publisher audit risk, maximize the use of all IT assets and licenses, and minimize expenditures throughout the lifecycle of these assets.

Flexera Software

Flexera Software is the leading provider of strategic solutions for Application Usage Management solutions delivering continuous compliance, optimized usage and maximized value to application producers and their customers. Flexera Software is trusted by more than 80,000 customers that depend on our comprehensive solutions—from installation and licensing, entitlement and compliance management to application readiness and software license optimization. Visit Flexerasoftware.com.

IBM

Gain maximum security, compliance and efficiency. IBM Enterprise Endpoint Management solutions combine endpoint management and security into a single solution. It enables enterprise-wide real-time visibility so you can manage all your physical and virtual assets. It helps your organization to keep endpoints secure, healthy, compliant and running at peak performance; reduce management complexity and cost, increase accuracy and boost productivity, and; collapse management actions from months to weeks and from days to hours. For more information, visit IBM.com/software/tivoli/solutions/endpoint/?s_pkg=bfmw.

Snow Software

Whether it's through lack of control, lack of understanding or lack of compliance, Snow believes that most organizations today end up paying too high a price for their software. To address this, Snow provides software asset management (SAM) solutions designed to ensure that the $326 billion spent every year on enterprise software is money well spent— ensuring organizations have the appropriate licenses for the software they use—not too many, not too few. More than 6,000 organizations worldwide rely on Snow to optimize licensing across in excess of 11 million devices, from the mobile to desktop, datacenter to the cloud. For more information, vist SnowSoftware.com.

IBSMA

The International Business Software Managers Association (IBSMA) is the world's largest nonprofit association of business-focused software asset management (SAM), licensing and compliance professionals. Visit IBSMA.com for webinars, training and the latest on software licensing. Membership is free.
General session

Attendee Orientation and Check In

17:00 19:30 InterContinental Hotel

Attendee orientation begins Sunday, July 10 5:00-7:30 p.m. at the InterContinental Chicago. Look for signs in the lobby. Stop by to pick up conference materials, meet your hosts and mingle with other attendees. Ask questions about sessions, topics and logistics. We’re here to help! If you miss this session you can pick up your materials starting at 7:30 a.m. Monday, July 11 at the conference center.

Additional attendee orientation sessions will also be held July 11 and July 12 at the conference center, starting at 7:45 a.m. Check at the conference registration table for details.

Speakers

General session

Attendee Orientation Breakfast

07:30 08:30 608

Stop by to meet your hosts and mingle with other attendees. Ask questions about sessions, topics and logistics. We’re here to help!
Grab breakfast and join the session or drop in to ask a quick question.

Speakers

Big Ideas

Expert Advice to Boost Your SAM Program

08:30 09:30 621

IBSMA is thrilled to have CJ Ortega kickoff SAM Summit. CJ led the software and IT procurement group for outsourcer ACS and created its software license management initiative. Later at IBM as a Worldwide Software Enterprise Sales Executive, she led large, global software sales initiatives and then oversaw the company's North America license compliance group. A proponent of software optimization and all things SAM, CJ now consults with U.S. and global customers on SAM and IT procurement challenges. In this illuminating keynote presentation she will share what she’s learned through her vast and unique experience—including how to define SAM in your organization, how to secure executive buy in and funding, how to approach a cradle-to-grave SAM assessment, how to establish an optimal reporting structure and how to be better at negotiations, and much more!

Speakers

SAM & the Cloud

Contain Cloud Costs While Optimizing Software

09:45 10:45 602

How to you manage your cloud spend and still get the most our of your virtualized environment. In this in-depth session with Paul Baguley of KPMG, you’ll learn not only how to navigate the different and confusing types of cloud licensing models but also how to reduce overall software spend. Paul will detail how to best lower risk of noncompliance with better enterprise software license and cloud licensing agreements. Hear how other Fortune 1000 companies have used these solutions to help reduce their cloud licensing spend.

Speakers

Oracle

Know Your Rights: Legal Approaches to Minimizing Oracle Audit and Compliance Risk

09:45 10:45 304

How do other organizations weather an Oracle audit? Looking for success stories and winning strategies? In this session, attorney Julie Machal-Fulks of Scott & Scott illustrates how Oracle’s audit program has impacted many of her clients. She’ll reveal the many flavors of an Oracle audit, common surprises, the legal implications of your options, and how to minimize risk. She’ll also cover termination provisions.

Speakers

Oracle and IBM

Licensing Oracle DB and IBM PVU Products: Bringing Simplicity to the Complex

09:45 10:45 600

License compliance on server products, such as Oracle databases and IBM products, is complex due to the licensing metrics and rules. A structured approach can make the compliance process understandable and repeatable. Ken Shaw and Sumin Tchen of Belarc will guide you through Oracle and IBM’s licensing rules (with case-study examples), metrics and a step-by-step process to achieve compliance. This is part 1 of a 2 part series. The second session on July 12 covers Microsoft SQL Server licensing.

Speakers

SAP Track

Licensing SAP: Intensive In-Conference Seminar (Intro)

09:45 10:45 604

If SAP licensing is a particular pain point in your organization or just a complex area you’d like to master, take advantage of this unique opportunity to attend a four-part SAP seminar offered during the SAM Summit. There’s no extra fee for this in-conference seminar on SAP licensing but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. The seminar includes a SAP licensing overview followed by Part 1: An overview of SAP licenses and how to measure, control and report license usage; Part 2: Overview of SAP compliance engagements, and steps and methods involved in SAP audits and; Part 3: Understanding SAP’s indirect access criteria and detailed overview of the approach to identify your potential risk areas. NOTE: The introductory session is open to all conference attendees. Attend the introductory session if you're looking for an overview of SAP. Parts 1-3 are focus sessions open to end users only and by preregistration.

Speakers

SAM & the Cloud

Getting a Grip on the Software Defined Data Center

11:15 12:15 602

The software-defined data center (SDDC) is the new buzz word for on-demand, cloud-based computing, storage and networking by leveraging software for virtualization, consolidation and automation. Implementation of the SDDC ranges from basic virtualization to full automation for high velocity data center services. What exactly is SDDC and what are the implications for software license managers? In this focus session, Courtney Grey with PricewaterhouseCoopers returns to SAM Summit and boils it down and explains what's new in this area and you should watch for. Session covers: definition and value of software-defined data center, implications of increased automation on software licensing and opportunities for enhanced software management.

Speakers

Oracle

Essentials of Oracle in VMware Environments

11:15 12:15 304

These days VMware is the technology of choice in most companies running virtualization environments. If you’ve implemented VMware, are upgrading the version of VMware, or about to implement VMware, then this session is for you. The implementation of VMware may have sweeping effects on your Oracle licensing costs. This session will help you understand and prepare for the cost decisions associated with Oracle licensing.

Speakers

Hot topics

Build a Strategy to Identify and Reduce Hidden Audit Costs

11:15 12:15 600

The burden of an audit on the inner workings of your organization—from staff time to security to strain on internal resources—can make it more likely that you find yourself out of compliance again the next time around. Unless you have a plan! In this session, Lance Giles of Anglepoint will walk you through how to craft an audit framework that will maintain operational integrity during the audit process, and ultimately give your organization the time it needs to take control of your compliance landscape.

Speakers

SAP Track

Licensing SAP: Intensive In-Conference Seminar (Part 1)

11:15 12:15 604

If SAP licensing is a particular pain point in your organization or just a complex area you’d like to master, take advantage of this unique opportunity to attend a four-part SAP seminar offered during the SAM Summit. There’s no extra fee for this in-conference seminar on SAP licensing but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. The seminar includes a SAP licensing overview followed by Part 1: An overview of SAP licenses and how to measure, control and report license usage; Part 2: Overview of SAP compliance engagements, and steps and methods involved in SAP audits and; Part 3: Understanding SAP’s indirect access criteria and detailed overview of the approach to identify your potential risk areas. NOTE: The introductory session is open to all conference attendees. Attend the introductory session if you're looking for an overview of SAP. Parts 1-3 are focus sessions open to end users only and by preregistration.

Speakers

Microsoft

LUNCH: Microsoft SAM Roundtable & Lunch

12:15 13:30 621

Drop in for an informal discussion and networking. Pick up your lunch in the dining room and bring it to the meeting room.
SAM & the Cloud

SAM and the Software Defined Network

13:30 14:15 602

Welcome to the wild west of SAM: the software defined network. The SDN is to networking equipment what VMware is to computing platforms and what NetApp and EMC are to storage devices. SDN software decouples the networking intelligence from the networking hardware. Think of the possibilities: Reduce costs and centralize administration. Think of the SAM challenges: More software and vendors to manage. More metrics and platforms to track and few tools to do so. In this interactive discussion session Bill Sudbrook, Senior Technical Director of Global Software Compliance and Optimization for AT&T, walks us through SDN basics, focusing on emerging approaches to optimize SAM for networking software.

Speakers

Oracle

Oracle's Approach to License Management

13:30 14:15 304

What's in store for the future of Oracle License Management Services (LMS) and what are the benefits for Oracle and its customers? Find out at this expert session with Oracle. We'll present an overview of Oracle's approach to license compliance and dive into licensing topics including virtualization, disaster recovery, multiplexing and Standard Edition 2. Note: To schedule a one-on-one meeting with an Oracle LMS representative, stop by the registration desk.

Speakers

Big Ideas

Unlock Your Goldmine! When SAM Pays Off

13:30 14:15 600

After a lengthy SAM implementation, it’s time to enjoy the fruits of your labor! Learn how a fully compliant license balance generates a goldmine of cost-saving benefits. From ensuring that your data quality is airtight to improving internal processes and adjusting IT infrastructure, Robbie Plourde of Aspera shows you how to chart the next phase of your SAM journey. Learn how to show upper management that a mature SAM program ripens to reveal compelling benefits beyond compliance.

Speakers

SAP Track

Licensing SAP: Intensive In-Conference Seminar (Part 2)

13:30 14:15 604

If SAP licensing is a particular pain point in your organization or just a complex area you’d like to master, take advantage of this unique opportunity to attend a four-part SAP seminar offered during the SAM Summit. There’s no extra fee for this in-conference seminar on SAP licensing but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. The seminar includes a SAP licensing overview followed by Part 1: An overview of SAP licenses and how to measure, control and report license usage; Part 2: Overview of SAP compliance engagements, and steps and methods involved in SAP audits and; Part 3: Understanding SAP’s indirect access criteria and detailed overview of the approach to identify your potential risk areas. NOTE: The introductory session is open to all conference attendees. Attend the introductory session if you're looking for an overview of SAP. Parts 1-3 are focus sessions open to end users only and by preregistration.

Speakers

SAM & the Cloud

How Visa Does Software Discovery

14:30 15:15 602

Big enterprises like VISA run a lot of software for tens of thousands of employees and millions of customers in dozens of countries. To learn a thing or two about how they manage it all in this case-study session focusing on software discovery. Join Zeb Zigler, senior IT asset management analyst at Visa, for this revealing look at the company’s processes, challenges, and successes when it comes to reconciling licensing with deployments, managing discovery data overload, identifying deployments with vulnerabilities, and much more. Zeb is joined by VISA asset manager Punit Dewani.

Speakers

Big Ideas

Lessons from SAM in the UK & Europe

14:30 15:15 600

If your organization is multinational, you know that approaches to SAM vary widely across the globe. In Europe, SAM pros face unique challenges and have different approaches to cloud, audits, virtualization, and mobility. What can you learn from the European approach? David Foxen, a SAM evangelist at Snow Software, will guide a lively presentation of overall SAM maturity across the UK and Europe, plus what changes are on the horizon for European SAM 2016. May they be heading this way?

Speakers

Oracle

The Ins and Outs of an Oracle ULA

14:30 15:15 304

Deciding to enter into an Oracle Unlimited License Agreement (ULA) is a serious decision that can have licensing and cost implications beyond its term. What are the limitations of a ULA? What are the pros and cons of entering into one? This session will present an overview of the challenges and risks that your organization may face, how to optimize the ULA during its term, and how to cover the risks posed by the end of the ULA term.

Speakers

SAP Track

Licensing SAP: Intensive In-Conference Seminar (Part 3)

14:30 15:15 604

If SAP licensing is a particular pain point in your organization or just a complex area you’d like to master, take advantage of this unique opportunity to attend a four-part SAP seminar offered during the SAM Summit. There’s no extra fee for this in-conference seminar on SAP licensing but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. The seminar includes a SAP licensing overview followed by Part 1: An overview of SAP licenses and how to measure, control and report license usage; Part 2: Overview of SAP compliance engagements, and steps and methods involved in SAP audits and; Part 3: Understanding SAP’s indirect access criteria and detailed overview of the approach to identify your potential risk areas. NOTE: The introductory session is open to all conference attendees. Attend the introductory session if you're looking for an overview of SAP. Parts 1-3 are focus sessions open to end users only and by preregistration.

Speakers

Big Ideas

Cyber Security Drives Heightened SAM in Regulated Industries

15:45 16:30 600

Regulators are demanding higher levels of SAM from enterprises in banking, healthcare, insurance and even the public sector due to cyber security concerns. Organizations in these regulated data intensive industries must produce a broader scope of software inventory data discovery with more detailed and accurate analysis. Whether your organization is regulated or not, cyber security should be on your radar. Anne Feider, SVP of Enterprise Technology Asset Management at Wells Fargo, returns to the SAM Summit to share her experiences and what new requirements Wells and others are facing.

Speakers

SAM & the Cloud

What's New in SaaS and Cloud Software Management

15:45 16:15 602

Software as a service and the cloud have been available for several years, but SAM tools have been slow to address the challenges of consolidating and managing on and off premise systems and services. Join Sandi Conrad of Info-Tech Research Group is this educational session to learn about methodologies for managing SaaS and software in the cloud. We'll cover innovations and new tools on the market to reduce manual effort and risk and increase accuracy and reportability. Bring your questions.

Speakers

Oracle

Oracle's Cloud Strategy and Compliance

15:45 16:30 304

Oracle wants your enterprise in the cloud, which has its advantages. But license compliance isn’t one of them, at least not yet. And be assured, migrating into the cloud does not relieve you from being audited. Oracle's License Management Services (LMS) can and does conduct cloud audits. This presentation with Max Ablimit of Tarim Consulting, you’ll learn what an Oracle end user needs to be aware of when moving into the cloud from an LMS perspective. Bring your Oracle cloud questions!

Speakers

Tools Track

Simplify Your SAM with License Control for SAP

15:45 16:30 604

Aspera SmartTrack delivers scalable and easy-to-handle license management for large and enterprise organizations. With one-click compliance analysis and license optimization for more than 180 publishers, SmartTrack provides simplified SAM solutions for servers and data centers within a 100% web-based platform. Among major publishers, SAP is notoriously difficult to manage. Our License Control for SAP delivers a powerhouse extension for SmartTrack that expertly analyzes and consolidates your SAP assets. Discover how this tool seamlessly assigns the optimal license types per user to achieve maximum cost savings through accurate SAP license demand calculation.

Speakers

Big Ideas

Take Back Control of Your Microsoft Audit/SAM Engagement

16:45 17:30 600

Out of every $1Million in non-compliance found in a Microsoft audit, 50 percent will be wrong, says Sean McIntosh of Method 180. He’ll present scenarios where the wrong licensing rules were applied, the wrong contracts were followed, and other grey areas of licensing. Learn what triggers an audit, what are your rights, who conducts the audit, and how to negotiate a better settlement.

Speakers

Oracle

What to Do When Oracle Comes Knocking

16:45 17:30 304

Learn from the experience of others when it comes to Oracle audits; you can never be too prepared. In this eye-opening session, Adi Ahuja of Palisade Compliance shares his experience and insight into the process of a typical Oracle audit and how to best prepare yourself to manage it internally. Learn new best practices that you can implement today to be better prepared for your eventual audit.

Speakers

Networking & Groups

SAM Experts Q & A Drop In

16:45 17:30 608

Drop in to this informal session and meet and network with SAM experts. Bring your questions and get answers.
SAM & the Cloud

Getting a Handle on Your Cloud Costs

16:45 17:30 602

Cost of cloud services (IaaS, PaaS, SaaS) can quickly spiral out of control without proper spend management and the right tools. In this session with John Emmitt of Flexera Software, you’ll learn how to get a handle on your cloud spend with a particular focus on Amazon Web Services (IaaS) and Microsoft Office 365 (SaaS).

Speakers

Why Your SAM Program Needs a Better Product Catalog

16:45 17:30 604

Over time, organizations can end up with multiple, disparate product catalogs that were intended for different functions, but essentially include many of the same items. In this session, you’ll learn how and why establishing a centralized, normalized catalog for your entire organization eliminates duplicate efforts. You’ll discover how using a consistent, complete and accurate common data source helps optimize your procurement, discovery, lifecycle management, license optimization, service management, security and more.
Networking & Groups

Reception July 11

17:30 18:45

Reception at the Gleacher Center. Visit with exhibitors, network and stay for prize drawings at 6:45.

Breakfast July 12

07:30 08:30 621

Breakfast
SAP Track

SAP Q & A Drop In

08:30 09:30 620

Drop in to this informal session and meet and network with SAM experts. Bring your SAP questions and get answers.

Speakers

Oracle

Ask the Experts: Oracle Licensing Q & A

08:30 09:30 304

In this roundtable discussion, you'll get your questions answered on how to license and manage your Oracle products. Bring your unanswered questions and concerns and get insights and peer feedback on basic to advanced licensing concepts. This session is open to all conference attendees. To submit questions in advance, stop by the conference registration desk.

Speakers

IBM Track

Navigating the IBM Audit: Tales from the Trenches

08:30 09:30 602

Learn how other organizations have weathered an IBM audit in this in-depth session with SoftwareOne’s David Tidwell. He’ll draw on his vast experience helping client organizations plan, execute, and resolve IBM audits. He knows what type of auditor you can expect, what their goals are, and what common mistakes they might forgive (and those they won’t). You’ll learn the importance of doing self-assessments the right way and the vulnerabilities of ILMT. Bring your IBM compliance questions. Note: This session is for end users only.

Speakers

Microsoft

Microsoft Q & A Drop In

08:30 09:30 600

Drop in for an informal discussion and get your Microsoft licensing questions answered by a pro. First come, first served.
Big Ideas

SAM Experts Q & A Drop In

08:30 09:30 604

Drop in to this informal session and meet and network with SAM experts. Bring your questions and get answers.
Big Ideas

Developing Criteria for Outsourcing and Offshoring Managed SAM

09:45 10:45 602

If you’re considering outsourcing, offshoring, or hiring consultants to help you with your SAM program there are myriad options available. But how to you determine what you really need and where to find the expertise? In this educational session with Jillian McCue of a large health care insurance company, she’ll outline top criteria to consider when developing a staff plan and how to blend in hybrid approaches for staffing that works. She'll also review key aspects to consider on data, technology and partnerships to incorporate in your plan for starting or adjusting your existing IT asset managing program for success.

Speakers

Hot topics

Reviewing the Legal Environment for Compliance and Enforcement

09:45 10:45 604

Technology lawyer and consultant Henry W. (Hank) Jones, III leads this eye-opening session detailing the latest court pleadings and government filings from software vendors and their customers that provide amazing insight into audit strategies and problem areas. These hard-to-find legal materials reveal changes in both vendors’ arguments regarding compliance, their tools, and their processes. They also highlight successful and unsuccessful customer push-backs that every compliance manager should know.

Speakers

IBM Track

What You Need to Know About IBM’s License Metric Tool

09:45 10:45 304

IBM's License Metric Tool (ILMT), now based on IBM BigFix technology, is updated every quarter and provides software asset management functionality at essentially no cost. In this detailed session with IBM’s Antonio Gallotti you learn how IBM uses ILMT as a compliance management tool, balancing customers' need for tools and publishers' need to oversee compliance. He’ll walk you through how ILMT helps IBM customers prepare for a license review as well as the latest enhancements to this product, including IBM's incorporation of ISO 19770-2 software identification tags.

Speakers

Microsoft

Licensing Microsoft SQL Server: Bringing Simplicity to the Complex

09:45 10:45 600

License compliance on server products, such as Microsoft SQL Server, is complex. Yet a structured approach can take some of the pain out of this task. Learn how in this session, as Ken Shaw and Sumin Tchen of Belarc guide you through Microsoft SQL Server licensing rules (with real case-study examples), metrics and a step-by-step process to achieve compliance. This is part 2 of a 2 part series. Don’t miss the first session on July 11, which covers Oracle and IBM server licensing.

Speakers

Who Should Be on Your SAM Team?

09:45 10:45 608

As a SAM program manager you can’t do it all alone, you need highly trained staff with very specific skills that are hard to find. You may have team members working at different locations and across time zones. It’s a lot to manage. In this presentation, Sandi Conrad of InfoTech Research Group will guide you through building and managing a SAM team; what skills are required for which phase of the project, how to get the right people in your organization on board, and how to build expertise internally. Note: this session is for end users only.

Speakers

Hot topics

Integrating SAM and IT Service Management

11:15 12:15 604

Software asset management should be a key component of any broad IT service management (ITSM) initiative but its role is often misunderstood, poorly scoped and insufficiently funded. Change this at your organization by learning how to make the business case to link SAM with wider ITSM and security programs. Join Mike Adams from KPMG for this discussion on blending SAM and ITSM initiatives and how specialized SAM tools can be successfully integrated with ITSM, drawing on examples and case studies from clients.

Speakers

IBM Track

Surprises and Gotchas in Your IBM License Agreements

11:15 12:15 304

If you’ve ever come up short on your IBM license compliance, you’re certainly not alone. Attorney Julie Machal-Fulks of Scott & Scott, will share examples from organizations that have struggled with IBM's licensing rules. In this session you’ll learn the risks of failing to adhere to IBM requirements and how to better determine what licensing agreements govern your relationship. She’ll also cover the tricky area of sub-capacity licensing, as well as audits, ILMT, virtualization and load balancing, and how IBM's acquisitions affect licensing.

Speakers

Microsoft

The Realities of Office 365: How to Optimize Your Migration

11:15 12:15 600

With more than 20 million subscribers, enterprises are flocking to Microsoft Office 365. But what are the realities of this process from a licensing, usage, features and cost perspective? Unlike its on-premise Office counterpart, O365 isn’t a product – it’s a complex brand category that’s home to dozens of offerings. Understanding the nuances of each offering is critical to achieving a successful and cost-optimized migration away from Microsoft’s on premise solutions. In this session, Joshua Osborne, a Microsoft licensing expert from NPI, discusses various O365 subcategories and products, the reality surrounding adoption and usage rates, concerns and mistakes to avoid for specific O365 products, and how to leverage on-premise license depreciation.

Speakers

General session

Negotiation Skills and the Gender Divide, a Strategy Roundtable for Women

11:15 12:15 602

What are you doing unconsciously to sabotage your own negotiating power? Learn how to walk into a room and take power and gain respect for having power. Negotiation is important to every SAM professional whether or not you’re directly involved in software purchasing because virtually every conversation is a negotiation. When you’re talking to an executive to gain resources, that’s a negotiation. Do you have a strategy? Join C.J. Ortega, SAM and negotiation expert in this dynamic roundtable exploring how you can harness the phycology of negotiation. (Men also welcome.) Note: this session is for end users only.

Speakers

Tools Track

Developing a Model for Evaluating SAM Tools

11:15 12:15 608

Your SAM program won’t be successful without the right supporting technologies. Most companies have a few SAM tools in place, including tools for software distribution, tools for contract management, scanners, or perhaps a SAM solution for a specific vendor’s product. In this session you’ll learn what different kinds of tools are available and how to differentiate among them and assess their effectiveness. You’ll also learn how to define SAM technology requirements for your organization and how to choose SAM tools that best fit your organization’s needs.

Speakers

IBM Track

IBM SAM Roundtable & Lunch

12:15 13:30 608

Your IBM software licensing headaches are probably not unique to your organization. Chances are your fellow SAM pros have shared your pain and have a tip or two for overcoming IBM challenges. In this end-user only roundtable discussion, Koen Dingjan guides the peer-to-peer discussion of IBM-related challenges, questions, or success stories and best practices. This session is for end users only.
Oracle

Oracle SAM Roundtable & Lunch

12:15 13:30 620

Join your peers for lunch and an open discussion of issues and concerns related to managing your Oracle license portfolio. Anything goes! Oracle LMS representatives will be on hand to answer questions in this small group session. Pick up your lunch and join the group.

Networking Lunch

12:15 13:30 621

Lunch
Microsoft

Microsoft SAM roundtable & lunch

12:15 13:15 600

Drop in for an informal discussion and networking. Pick up your lunch in the dining room and bring it to the meeting room.
IBM Track

What's New in IBM License Compliance

13:30 14:15 304

The ever-changing nature of IBM's licensing rules and processes, on-prem and in the cloud, make it very challenging to triumph over this complex program. Here, IBM-licensing expert Koen Dingjan, founder of Solarcom, will highlight key current developments and emerging trends in IBM licensing that will help you stay one step ahead. This session covers new Passport Advantage agreement, PVU licensing in the cloud, recent experiences from IBM compliance audits, and licensing pitfalls to avoid. You’ll also learn how to meet the License Management Option (LMO) reporting requirements, how to prepare for ending Subscription and Support (S&S) coverage, rules and limitations of deploying software using the PartnerWorld Agreement, ELAs, and Spectrum Protect (formerly TSM) license models.

Speakers

Microsoft

Negotiating the New Microsoft EA: The MPSA

13:30 14:15 600

The Microsoft Enterprise Agreement is notoriously confusing to navigate and 2016 will present new obstacles as Microsoft begins phasing out its EA and transitioning customers to a new iteration of its volume licensing agreement, the Microsoft Product and Services Agreement. How can you optimize your current EA pricing, discounts, terms and conditions while preparing for a new agreement structure? What are the nuances of the current enrollments and how are they evolving? In this session, Joshua Osborne, a Microsoft licensing expert from NPI walks you through MPSA enrollment options and factors to consider when choosing. Plus you’ll learn which tactics will yield better pricing, discounting, terms and conditions.

Speakers

Big Ideas

Adapting Your ITAM Program to an IoT World

13:30 14:15 602

The proliferation of devices—first through BYOD and now the Internet of Things (IoT)—has created a complex and heterogeneous IT landscape within the enterprise. Today’s ITAM pro has to confront a new flood of data, growing security risks, employee privacy concerns, plus varied new subscription licensing models. Can your ITAM program change fast enough? In this session with Pete Zerger of Cireson, a Microsoft MVP, you’ll learn which areas your asset management must evolve now so that your systems management can minimize risk and waste.

Speakers

Tools Track

IBM BigFix Inventory Product Review and Demo

13:30 14:15 604

IBM BigFix Product Manager Antonio Gallotti and IBM Senior Software Engineer James Matlock will provide the latest updates on the IBM BigFix Inventory component of the IBM BigFix suite. BigFix Inventory enables clients to reduce software costs and manage software compliance and also provides capabilities to help clients mitigate security risks and ensure software integrity.
SAM

EMC Health Check Assessments and Maximizing the Value of Your ELA

13:30 14:30 608

Get to know EMC and what EMC’s Asset Management Services (AMS) can do to bring transparency to software consumption. AMS enables customers to proactively maximize the value of their ELA investment and reduce the risk of over and under-deployment. Kathleen Vanegas, EMC central region manager for asset management services, discusses the philosophy behind the EMC approach—with case study examples—and how it delivers unique value in today's rapidly shifting asset management and compliance landscape.

Speakers

IBM Track

What's New in ILMT & IBM SAM Tools

14:30 15:15 304

Selecting a SAM tool for IBM licensing management can be challenging and time consuming. It takes a pro who specializes in SAM program management and works with customers evaluating requirements to select the best fitting tool. In this session Kevin Rieske of Anglepoint will compare and contrast several leading tools for IBM license management, including IBM License Metric Tool (and other IBM tools), Snow Software, Flexera and others. Whether you're in the market for an IBM SAM tool or not, you'll want to attend this session to hear about the latest developments and state-of-the-art tools.

Speakers

Microsoft

Optimal Licensing of Microsoft Virtual Clients

14:30 15:15 600

Whether your organization is implementing a full Virtual Desktop Infrastructure, session-based desktops, or a combination of both, proper licensing of all Microsoft software is critical. In this session, John Grubb of SoftwareAdvocates addresses Hyper-V and non-Hyper-V hosting systems, and both Microsoft operating system and application requirements. He’ll present multiple scenarios and show you how to optimize Microsoft licensing costs for each scenario. You’ll also learn how to use Microsoft Office 365 to lower licensing costs.

Speakers

Big Ideas

Reduce Security Risk with SAM and Software Vulnerability Management

14:30 15:15 602

Reducing security risk is a growing part of every software and IT asset managers job today. More often you’re the SVM (Software Vulnerability Manager) in charge of stopping unauthorized and unlicensed software being deployed and catching installed software with known vulnerabilities. In this session, John Emmitt of Flexera Software will cover the growing range of cybersecurity duties you’ll take on in the near future and the best processes and tools to get the job done. Meaghan McKeown is a co-presenter for this session.

Speakers

SAM Tools - end user only

SAM Tool User Discussion

14:30 15:15 608

Share your experiences and learn from others in this roundtable discussion for end users only. Sandi Conrad of Info-Tech Research Group will moderate this discussion on asset management tools, such as Aspera, Flexera and Snow Software, to name a few. We'll consider implementation costs and challenges, technical integrations, support and managing complex licensing environments. How well is your tool performing and what can you reasonably expect? We'll focus on tools for larger enterprises with multiple vendors and license models and metrics to manage and report. Note: This session is for end users only.

Speakers

SAM & the Cloud

How the Cloud Changes Your Job Forever

14:30 15:15 604

As your organization embraces the public cloud and a work-from-anywhere culture, your asset management strategy must evolve to deliver visibility into more than just the big picture of IT spending. Join Pete Zerger of Cireson as he illustrates how a cloud-forward approach to asset discovery and lifecycle management can have a transformative effect on your organization’s strategies for risk management, IT operations and security. How you identify assets and eliminate waste changes significantly as you move into a hybrid enterprise. Are you prepared?

Speakers

IBM Track

IBM License Metric Tool: Implementation Best Practices and Lessons Learned

15:45 16:45 304

Getting and maintaining accurate reports out of ILMT remains a significant challenge still for many organizations. In this session, experts will present some of the key challenges organizations face in implementing ILMT as part of their SAM program, as well as highlight some lessons learned in ensuring a successful implementation of ILMT. This session will provide you valuable tips to ensure you are getting the most out of your ILMT implementation.
Microsoft

INTRODUCTION TO In-Conference Seminar: Prep, Manage and Master Your Microsoft Audit and SAM Review (Audit Defense and Preparation Best Practices)

15:45 16:45 604

INTRODUCTION TO IN-CONFERENCE SEMINAR. THIS SESSION IS THE INTRODUCTION TO THE JULY 13 SEMINAR. Whether you’ve gone through several Microsoft audits or none, this is the essential session you need to truly control the process and it’s outcomes. Take advantage of this unique opportunity to attend a four-part intensive Microsoft audit seminar offered during the SAM Summit, July 13 from 8:30 to 12:30. There’s no extra fee for this in-conference seminar but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. In this course, Tres Larsen of Clearedge Partners walks you through the audit process from start to finish and provides tips and strategies to help your organization better prepare. Part one is Microsoft Audit and SAM Review Overview; Part 2: The Audit from Start to Finish; Part 3: Top 5 Microsoft Compliance Findings; and Part 4: Audit Defense and Preparation Best Practices. PREREGISTRATION REQUIRED. END USERS ONLY. DETAILS WILL BE SENT TO ALL REGISTERED CONFERENCE ATTENDEES.
Microsoft

How to Negotiate the Best Office 365 Deal

15:45 16:45 600

Before you even consider O365, you have a lot of work to do. You need to understand the parts and special provisions, what you need, what you don’t, and which license is best for your organization. If you’re not familiar with all the ins and outs of O365, this session is for you. Bring your questions and take a tour of all you need to know about this complex offering, with your guide Sean McIntosh of Method 180.

Speakers

Big Ideas

8 New Ways To Think About SAM Optimization

15:45 16:45 602

Get ready to learn a new software optimization model for identifying waste in software licensing. In this session, Jamie Marsnik, IBM’s Software Asset Mgmt. Product Owner and Sr. Global Compliance Lead, will guide you through identifying eight areas of software licensing assumptions that can be challenged and may lead to new optimization opportunities. Return to your organization armed with a new strategy to weed out inefficiencies.

Speakers

Event night July 12

18:00 21:00

Event night, begins at 6:00. Pick up tickets at conference registration desk on Monday. Pre-registration required. Boat cruise 7:30-9:00 p.m. Dinner at 6 p.m. Location to be determined.

Please complete the conference evaluation form!

19:00 20:00 attached

Turn your completed form in at the registration desk and receive a gift card.

Breakfast July 13

07:30 08:30 621

Breakfast
IBM Track

IBM Licensing Q & A: Ask the Experts

08:30 09:30 304

In this roundtable discussion, you'll get your questions answered on how to license and manage your IBM products. Bring your unanswered questions and concerns and get insights and peer feedback on basic to advanced licensing concepts. This session is open to all conference attendees. To submit questions in advance, stop by the conference registration desk.
Microsoft

Microsoft Office 365 Real World Learnings

08:30 09:30 600

Microsoft wants your organization in the cloud, and chances are you’ll be there sooner than later. Although Office 365 is a very compelling offering, make no mistake, you cannot stop managing software licenses once you’re in the cloud. In this session, John Grubb of SoftwareAdvocates presents real world Office 365 situations where things went very wrong. You’ll learn how you can easily fall out of compliance with O365 software and how to avoid those situations. Grubb will also cover understanding Hybrid EAs, effective transitions to online services, Bridge CALs, and how online reservations are imperative to effective Office 365 license management.

Speakers

Microsoft (end users only)

In-Conference Seminar: Prep, Manage and Master Your Microsoft Audit and SAM Review

08:30 12:30 604

IN-CONFERENCE SEMINAR Whether you’ve gone through several Microsoft audits or none, this is the essential session you need to truly control the process and it’s outcomes. Take advantage of this unique opportunity to attend a four-part intensive Microsoft audit seminar offered during the SAM Summit, July 13 from 8:30 to 12:30. There’s no extra fee for this in-conference seminar but it’s open to end users only (no consultants or service providers) and pre-registration is required. Space is limited to 20. In this course, Tres Larsen of Clearedge Partners walks you through the audit process from start to finish and provides tips and strategies to help your organization better prepare. Part one is Microsoft Audit and SAM Review Overview; Part 2: The Audit from Start to Finish; Part 3: Top 5 Microsoft Compliance Findings; and Part 4: Audit Defense and Preparation Best Practices. PREREGISTRATION REQUIRED. END USERS ONLY. DETAILS WILL BE SENT TO ALL REGISTERED CONFERENCE ATTENDEES. Attend the optional introductory session on July 12.
IBSMA Certificate Course

Practitioners Certificate in Software License Agreements (PCSLA)

08:30 16:30 620

Practitioners Certificate in Software License Agreements (PCSLA) class. This class is not included in the conference fee. Additional fee required.

Course level: Practitioner Certificate Course (PCSLA)
Note: This course is the updated version of the PCSLA course.
Overview of Software License Agreements Course (classroom course)
Demonstrate your competence in understanding and structuring software license agreements by earning the Practitioner Certificate in Software License Agreements (PCSLA). PCSLA is for IT pros, consultants and corporate staff who want to learn the basics of software license agreements (SLAs). With your guide, David Ochroch, one of the world's leading experts on software license agreements, we'll show you how to how to review and analyze important terms and conditions.
This course is designed to be an introduction to SLAs for a broad audience and provide a solid foundation, even for individuals with no legal or contract management expertise. PCSLA is structured this way because organizations of all sizes, industries and countries have a need to manage software. In fact, today the wide variety of individuals involved in IT service management—from software and hardware inventory, to purchasing, technical support, contract management and legal services—could all benefit from a solid foundation in software contract management practices.
We assume that attendees will have basic familiarity with business concepts and experience in a commercial, government or educational work environment.
What you'll learn
This course will help you master the 10 essential areas of a software license agreement. We present the material in plain English in the form of questions to ask and points to consider during the negotiation or contract evaluation process. For example:
  1. What software and services are you buying?
  2. What usage (licensing) rights come with the software?
  3. Where is the software running and who controls it (application service provider (ASP), software-as-a-service (SaaS), virtualization)?
  4. When will you pay for the software?
  5. How much does the software cost now and how much might the software cost later?
  6. What happens if there is a dispute or suspected contractual variance?
  7. What happens if the relationship ends or changes?
  8. What common terms (“boilerplate”) help define a complete legal agreement?
  9. For custom development or custom implementation, what constitutes acceptance of the customized software? Who will support and control the customizations?
  10. Hot topics review: SaaS, virtualization, service level agreements and cloud computing
We'll review a sample license agreement template, related schedules referring to fees, maintenance and ASP/SaaS provisions, plus a glossary of terms. Each section includes quizzes or exercises to help you apply the concepts to real-life situations.
The expert instructor
David Ochroch has twenty years of IT procurement and software asset management experience, working for Fortune 500, large governmental and non-profit organizations. David is a well-known lecturer on software contract negotiation strategies for organizations, such as IBSMA, Share(IBM) and CAUCUS. For more on David, click here.
Course format
The course length is one day from 8:30 am to 5:30 p.m. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCSLA certificate. Note: All attendees registering for this course will be eligible to take the exam.
The course is also available for on-site instruction.
Dates and times
See below.
Click here for a calendar of all IBSMA courses.
Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.
Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.
Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

Speakers

IBSMA Certificate Course

Practitioners Certificate in Oracle License Management (PCOLM)

08:30 09:30 608

Practitioners Certificate in Oracle License Management (PCOLM) class. This class is not included in the conference fee. Additional fee required.

Course level: Practitioner Certificate Course (PCOLM)
Overview of Oracle License Management Course (classroom course)
Oracle software products are among the world's most powerful and complex. IT professionals at all levels often struggle to understand the depths of Oracle licensing options and compliance features.

This course will empower you to make informed decisions on licensing and managing your Oracle software. The content covers not only the fundamentals of Oracle software licensing, technical support polices and software asset management, but also the essentials of server architecture, licensing and compliance concepts.

This course is ideal for beginners to experienced software license managers. In fact, anyone responsible for acquiring and managing Oracle software in the most cost effective and compliant way possible, including database and system administrators, contracts and procurement personnel, software license managers and IT managers, will benefit. Note: Sun hardware and maintenance concepts will not be covered.

What you'll learn

Here, you will master 10 critical areas of Oracle software license management. We use a combination of lecture, discussion and exercises to help you relate the material everyday situations. Each module presents Oracle handouts and practical tips for applying the concepts. At the completion of this course you'll understand Oracle products, purchasing, metrics, contracts, licenses, compliance programs, preparing for an audit and much more. Click here for the detailed course outline.

The expert instructors

Max Ablimit is the founder of Tarim Consulting and an Oracle licensing expert, based in the San Francisco Bay area. Ablimit is a veteran of Oracle License Management Services (LMS) with 10 years work experience in license compliance and six years with Oracle. During his tenure with Oracle, Ablimit received technical and commercial training in Oracle's license policy for database, middleware and applications, including advanced expertise in Oracle business practices and go-to-market strategies. Ablimit has managed more than 500 Oracle license audits and contract negotiations. He is a Certified Software Asset Manager (CSAM). For more on Max, click here.

Course format
The course length is one day from 8:30 am to 5:00 p.m. Complete the course and take the optional one-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA’s PCOLM certificate.
The course is also available for on-site instruction.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. We are not responsible for travel-related expenses incurred in the event of a change.
It is recommended, but not required, that attendees bring original Oracle order documents, support-renewal contracts, master maintenance spreadsheets and other documentation to use in the course exercises.

Contact

Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost

Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.

Speakers

IBM Track

IBM Peer Networking Roundtable (end users only)

09:45 10:45 602

Your IBM software licensing headaches are probably not unique to your organization. Chances are your fellow SAM pros have shared your pain and have a tip or two for overcoming IBM challenges. In this end-user only roundtable discussion, Koen Dingjan guides the peer-to-peer discussion of IBM-related challenges, questions, or success stories and best practices. This session is for end users only.
Microsoft

Microsoft Licensing Q & A: Ask the Experts

09:45 10:45 600

In this roundtable discussion, you'll get your questions answered on how to license and manage your Microsoft products. Bring your unanswered questions and concerns and get insights and peer feedback on basic to advanced licensing concepts. This session is open to all conference attendees. To submit questions in advance, stop by the conference registration desk.
Big Ideas

Software Compliance Pros Exchange Views (Panel discussion) Moderated by Steven Russman

11:15 12:15 621

It's the closing session of SAM Summit and we've been informed and educated on the latest trends, strategies and tactics for license management. Join the town hall meeting for what is sure to be a lively and provocative discussion of today's top-of-mind issues and concerns, presented from multiple points of view. Our panel of seasoned software company experts will answer questions, plus you can share your views. Panelists to be announced.

Lunch

12:15 13:30 621

Lunch

Practitioners Certificate in IBM License Management (PCILM)

08:30 16:30 203

Practitioners Certificate in IBM License Management (PCILM). Day 1. This class is not included in the conference fee. Additional fee required.

Course level: Basic Plus Advanced Practitioner Certificate Course (PCILM)

Day 1: Overview of Basic IBM License Management Course (classroom course)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices.

This course will help you learn about critical areas of IBM licensing and develop a practical approach to creating reliable IBM license compliance reports. We will illustrate key concepts and pitfalls using exercises based on real-life customer scenarios. At the completion of this course, you will have in-depth knowledge on how to effectively determine your IBM license entitlements, deployment and compliance position using all available resources.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

Background information on IBM product portfolio and agreement types
General processes for determining entitlement and deployment quantities
Discussion of key IBM license metrics such as PVUs and Authorized Users
Steps to create an IBM license compliance report
IT asset management and SAM tools: How they can be used, and what are their limitations
How to prepare for and manage an IBM license compliance audit
Introduction to specialty topics such as sub-capacity licensing, ILMT, advanced metrics, backup/temporary use
Real-life cases on what can go wrong during an IBM license audit
Discussion of useful online resources

The seminar will include various hands-on exercises using case studies. Attendees are invited to indicate specific topics of interest. Click here for a detailed course outline.

IBSMA.com

Day 2: Overview of Advanced IBM License Management Course (classroom course)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices. Day 2 builds on the basic concepts covered in day 1.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

Review of detailed audit procedures for common license metrics and products, such as Cognos, DB2, Lotus, Rational, WebSphere and Tivoli
Common licensing grey areas, and how to mitigate license compliance risk
IBM license compliance management in large organizations
Real-life cases providing examples on how to effectively deal with an IBM license audit
In-depth discussion on specialty topics such as sub-capacity licensing, less common license metrics/products, recent licensing changes

Day 2 will include various hands-on exercises using case studies. Attendees are invited to indicate specific topics of interest. Click here for a detailed course outline.

The expert instructor

Koen is an independent consultant and founder of SolarCom, based in Belgium, focusing on IBM software licensing. Previously, he worked for a big-four audit firm conducting software license reviews at many of IBM's largest European customers. At Solarcom, Koen advises companies on how to manage IBM license compliance. For more on Koen, click here.

Course format
The course length is 1.5 days. Day 1 runs from from 8:30 a.m. to 4:30 p.m. Day 2 runs from 8:30 a.m. to 12:30 p.m. Complete the course and take the optional two-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCILM certificate.


Click here for a calendar of all IBSMA courses.

Materials and class size
All course materials are provided. Space is limited to 20 people. If the minimum number of registrations is not attained we may cancel or defer this class. Classes are typically confirmed a minimum of two weeks in advance of the course date. We are not responsible for travel-related expenses incurred in the event of a change.

Contact
Contact Services@IBSMA.com or call 1.734.930.1925 for further information.

Cost
Use coupon 508 and pay by credit card to save 10% off the registration fee. Add to cart and click on coupon code on shopping cart. Valid for registrations submitted 14 days in advance of the course date.


Speakers

Practitioners Certificate in IBM License Management (PCILM) Part 2

08:30 12:30 203

Practitioners Certificate in IBM License Management (PCILM). Day 2. This class is not included in the conference fee. Additional fee required.

Speakers