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CM Summit 2017

The One Value-Packed Summit for
software Compliance Professionals

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Summit Sessions

Return to CM Summit home to register and for additional event details.

Sessions are open to all attendees unless listed otherwise. Sessions listed as end user only are NOT open to vendors, consultants, software resellers, software tool providers, compliance consultants, practitioner consultants or other SAM services professionals. Individuals in this category are welcome to attend sessions open to all attendees or sessions for vendors only. IBSMA may invite non end users to attend certain sessions as co-presenter, moderator or room monitor. Questions on this policy should be directed to IBSMA director's office.

 

Vendor Track

This track covers the latest in publisher compliance programs and approaches (Drake I & II)

SAM & Hot Topics (Syracuse)

Roundtables and User Groups (Stanford)

13-Mar-17 Monday is for vendors/consultants and end users/practitioners.    
8:30-9:15 Panel Discussion: How to Prepare and Manage a Software Audit

Back by popular demand, the CM Summit thought-leaders panel discussion. This always lively and always informative forum invites software customers to exchange views on how to prepare for, manage and defend against a variety of software audits. Join the discussion with our panel of pros as we debate today's top-of-mind issues and concerns from multiple points of view. Moderated by Henry "Hank" W. Jones, attorney and consultant. Panelists include Diane Conoway with SoftwareOne, Kirk Hubbell with OpenText and Tres Larsen with Clear Edge Partners.

9:30-10:10 Oracle's Evolving Approach to License Compliance and Customer Engagement

Don't miss this opportunity to hear the inside view of one of today's largest and most dynamic compliance programs. Jonathan Koop, global head of Oracle License Management Services, returns to the CM Summit to discuss Oracle's changing approach to license compliance and customer engagement. A favorite in 2016, Jonathan will cover what's in store for the future of LMS worldwide and what are the benefits for Oracle and its customers. He'll touch on new customer programs, how Oracle is fine tuning established ones, and the increased use of third parties.

Build a Strategy to Identify and Reduce Hidden Audit Costs

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.

10:20-11:00 What Can Dell EMC's SAM Services Do For You?

Get to know Dell EMC and what its Asset Management Services (AMS) can do to bring transparency to your EMC storage software consumption. AMS enables you to proactively maximize the value of your software licensing investments and reduce the risk of over and under-deployment. Dell EMC's Christopher Tilleman discusses the philosophy behind his company's approach—with case-study examples—and how Dell EMC delivers unique value in today's rapidly shifting asset management and compliance landscape.

Thought Leaders Perspective on SAM and Compliance

Richard Northing has observed the SAM programs of hundreds of the world's largest enterprises over his 17-year career in software license compliance. As the SVP of Customer Success at Flexera Software, Richard has a unique perspective as a SAM and compliance industry insider. In this revealing session, he'll detail what's driving change in the software producer space, which is undergoing dramatic shifts in approaches to compliance and licensing. Note: this session is for vendors and end users/customers.

New Tactics for SaaS and Cloud Software Management

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 to learn new methodologies for managing SaaS and software in the cloud. Sandi will cover innovations in new tools on the market that reduce manual effort and risk while increasing accuracy and reportability.

11:10-11:50 What's New in IBM License Compliance

The ever-changing nature of IBM's licensing rules and processes—on-prem and in the cloud—make it very challenging to master this complex program. Here, IBM-licensing expert Koen Dingjan, founder of Solarcom, highlights key current developments and emerging trends in IBM licensing that will help you stay one step ahead. This session covers new Passport Advantage agreements, 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.

Leverage Compliance to Enhance Cyber Security Protection

Unlicensed software means cyber security risk for your organization and some organizations are at greater risk than others. Data science can help you better understand those security risks with a 360-degree analysis of your software and hardware environment to uncover aging infrastructures, unsupported software, missed patches, and unlicensed software. Join us for a thought-provoking discussion on emerging trends in data science and propensity indexes that can work in your favor to help proactively identify security risks before they occur, as well as to help you make better IT decisions for your business. Sherri Erickson is a vice president with Accordo Group.

Maintain Your Options and Leverage with Oracle

Standardizing your infrastructure on Oracle may not be to your advantage. Some companies may lose much of their negotiation leverage with standardization while increasing the challenges of maintaining license compliance. In this session, Oracle expert Craig Guarente, who spent 16 years working for Oracle's contract/auditing team, rising to a global vice president before founding Palisade Compliance, will review real world examples, alternative licensing models, new contract vehicles, and better implementation strategies to help you take back control of your Oracle relationship and ultimately save money on your Oracle licenses.

12:00-12:40 Mine the Gap—Augmenting Compliance with Product Usage Analytics

Usage analytics is enabling software vendors to not only identify infringing users, but to gain deeper insight into prospect and customer needs. In this session for both vendors and consumers, Vic DeMarines of Revulytics, a software usage analytics company, will explain how analytics are applied in today's environment. What's the benefit to the software consumer when vendors are better able to see what software is being used and what is being ignored? DeMarines presents how sharing insights with your vendor into how you are interacting with your software leads to, not just to proper licensing, but to proper licensing of the right products at the right levels.

Mastering Your Move to the Microsoft Cloud

Hyped up and hailed as a revolutionary technology, the cloud is changing the way businesses work. Microsoft has made a strong push to move customers to the cloud. If your reseller or your executive team hasn't already suggested a cloud transition, they will soon. But that doesn't mean it's a good fit. Moving to the cloud might not make sense functionally or financially for your organization. Before your leadership starts asking about the cloud, understand whether it's a viable option. In this session with Scott Bickley of Info-Tech Research Group, you'll learn how to examine your current licensing position and your organization's needs in order to make and defend your cloud position either way.

SAM Best Practices Workshop

In this vendor-neutral, hands-on session, software asset management (SAM) expert Matt Marnell from Flexera Software will offer tips and practical approaches to scoping your SAM implementation and building a data model to accurately manage and report license entitlements and inventory in the real world. We'll draw on real-life examples including a review of inventory data source capabilities and developing a realistic and achievable SAM project plan. This session offers nonproprietary principles and best practice approaches for implementing your SAM program.

In this session we will focus on:
• Overview of a license reconciliation project
• Entitlements, contracts and license models using examples from Microsoft, IBM, Oracle and others
• Discovery and inventory, both technology and process
• Calculating compliance, optimizing license positions and generating reports

Note: Register onsite for this session, open to end user practitioners and others by invitation. This session will have a working lunch.

12:40-1:50 Lunch | Join discussion tables
1:50-2:30 Adobe Leading Again on Cloud and Compliance

Richard Atkinson, Adobe's worldwide director for compliance and anti-piracy, returns to CM Summit with an update on how Adobe is faring with the winding down of the majority of its long-running customer compliance programs. In 2015 Adobe's overall strategy changed to deemphasize compliance in favor of improving customer relationships. Richard will share how the push toward a customer-focused, and product- and data-driven sales model will evolve in 2017. Join this dynamic and engaging speaker to learn more about this groundbreaking philosophical shift and what it means to Adobe customers.

Risks & Opportunities in Oracle's Pursuit of Cloud Leadership

Oracle's aggressive pursuit to be the first provider to reach $10 billion in cloud revenue represents both risks and opportunities for its customers. Join Eric Guyer of SoftwareOne for an informative session exploring how you can protect yourself from "vendor lock-in" while optimizing your existing Oracle spend. Learn why understanding Oracle's long-standing technical support policies remain key to managing Oracle-related costs and how Oracle is transitioning its business to cloud subscriptions from legacy annual software support.

SAM Best Practices Workshop (continued)
2:40-3:20 Insights Into HP Enterprise's Compliance Program

Come listen to Hewlett Packard Enterprises' own Global Leader of License Management, Jay Buck, explain what customers can expect during a license review. How does HPE's approach to license compliance differ from other vendors? What new types of compliance support can you expect from HPE in the future? Join him and bring your questions.

Painless Upgrading to IBM's Latest License Metric Tool

All of your future IBM audit reports are potentially inaccurate and unacceptable by IBM if you use the recently sunset version 7 of the IBM license management tool. The process to upgrade to the latest accepted version—and migrate your existing compliance data—can seem like a daunting task but it doesn't have to be. In this session, IBM-certified SAM specialist William (Bay) Van Horne with Clean Slate TG, will provide an educational review of the best practices for a quick and accurate migration to ILMT v9.x to optimize reporting and advance your IBM position during the transition.

Expert Tips for Licensing and Operating Oracle in Virtual Environments

These days VMware is the technology of choice in most companies running virtualization environments. If you've implemented VMware, are upgrading your 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, which features real world case studies, will help you understand and prepare for new Oracle cost decisions. Ryan Bendana, Oracle licensing expert with Anglepoint, leads this session.

3:30-4:10 Oracle's New Approach to License Management

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

Surprises and Gotchas in Your IBM License Agreements

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.

Top 5 Microsoft Compliance Findings

Nearly every Microsoft audit will uncover some license noncompliance, and most audits uncover the same ones. Microsoft licensing expert Tres Larsen, managing director at ClearEdge Partners, reveals the most common findings identified during Microsoft audits and SAM reviews and discusses how to best prepare and mitigate these potential risks. Not to give it all away, but you'll never look at SQL Server licensing, MSDN access, virtualization, and mobility the same way again. Join us for this eye-opening session and bring your questions.

4:20-5:00 Overview of Veritas Compliance Programs for End Users

Get insight in to Veritas' license compliance program with Andrew Lever, senior manager of license and asset management practices. Andrew will present an overview of his company's approach to license compliance and what customers can expect during a Veritas license review.

Today's Legal Environment for Compliance and Enforcement

Henry "Hank" W. Jones, attorney and consultant, leads this eye-opening session detailing the latest court pleadings and government filings from software vendors and their customers that provide amazing insight into vendor audit strategies and problem areas. These hard-to-find legal materials reveal the latest developments in vendors' arguments regarding compliance, the tools they use, and the processes they employ. Hank will also highlight successful and unsuccessful customer push-backs that every compliance manager should know.

Oracle Roundtable discussion: Risks & Opportunities with Oracle and the Cloud

This session continues the discussion of Oracle's aggressive push to increase cloud revenue and what that means for its customers. Eric Guyer, Oracle practice leader for SoftwareOne, facilitates the discussion. This session is for end users only.

5:15-7:00 CM Summit welcomes conference attendees and IBSMA San Francisco Bay Area members to this reception. Join us for drinks and appetizers, visit with the sponsors and enter the prize drawing to win a valuable prize.
Sessions are open to all attendees unless listed otherwise. Sessions listed as end user only are NOT open to vendors, consultants, software resellers, software tool providers, compliance consultants, practitioner consultants or other SAM services professionals. Individuals in this category are welcome to attend sessions open to all attendees or sessions for vendors only. IBSMA may invite non end users to attend certain sessions as co-presenter, moderator or room monitor. Questions on this policy should be directed to IBSMA director's office.
 

SAM & Hot Topics | End Users Only

This track covers case studies and special topics (Drake I & II)

Roundtables and User Groups | End Users Only

This track covers publisher-specific roundtables. (Syracuse)

Roundtables and User Groups | End Users Only

This track covers publisher-specific roundtables. (Stanford)

14-Mar-17 Tuesday is for end user/practitioners only.    
8:30-9:15 Winning Negotiation Tactics for Cloud and Subscription Licensing

The cloud transition window is coming to a close as software providers pressure enterprises to move to the cloud. Nir Sagi, independent Microsoft cloud business strategist, will present a practical approach to negotiating cloud and subscription license agreements based on his experience in hundreds of negotiation interactions. In this session you'll lean why understanding the cloud benefits and risks for software vendors is essential is for negotiating your best cloud license agreements. Learn why your upcoming negotiation will impact dramatically on future negotiations tactics and results.

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

How do other organizations weather an Oracle licensing challenge or 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.

End-User Tool Chat

Finally, a chance to learn about asset management tools from end-users! Share your experiences and learn from others in this roundtable discussion that is closed to tool-vendor representatives. Sandi Conrad of Info-Tech Research Group will moderate this discussion covering tools including Aspera, Flexera, Snow Software, and others. What are the real implementation costs and challenges? How well do they integrate with existing systems? How responsive is their support? We'll focus on tools for larger enterprises with multiple vendors and license models. Note: This session is for end users only.

9:30-10:15 Session to be added

Make or Break Contract Terms for Auditing and Compliance

Just when you think you understand software licensing terms and conditions, they change. Learn what's new in licensing today to avoid unclear agreements and negotiate better terms that support your company's SAM processes. Software licensing expert, Barbara Spagnola, a software contracts manager at CSC for nearly 19 years, will guide you though negotiating key terms for license agreements using sample contractual wording and report format examples with emphasis on specific terms relating to software compliance and auditing. The topics discussed in this presentation and roundtable discussion are applicable to all licenses, from small to more complex enterprise agreements.

Challenge Your Audit Findings and Win

Out of every $1 million in noncompliance found in a Microsoft audit, 50 percent will be wrong, says Sean McIntosh of Method 180, a consulting firm specializing helping organizations with Microsoft licensing and audits. In this fascinating session, he'll present scenarios where the wrong licensing rules were applied, the wrong contracts were followed, and other grey areas of licensing that lead to inflated audit findings. Learn what you can do to challenge audit findings and negotiate a better settlement.

10:25-11:10 Overview of SAP Licenses and How to Measure, Control and Report License Usage

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 learn about how to measure, report and control SAP license usage. Join SAP licensing expert Anoop Mohankumar of Anglepoint Group for this in-depth presentation.

Microsoft Audit Defense and Prep-Practices Roundtable

Join your peers for an open discussion of issues and concerns related to defending against and preparing for Microsoft audits. Microsoft licensing expert Tres Larsen, managing director at ClearEdge Partners, will be on hand to answer questions and facilitate discussion in this small group session. An IBSMA representative will also be on hand. (This session is for end users only.)

Thought Leaders Roundtable on Compliance Audits

Few people in software today have the trifecta of software asset management experience that Cathie Jo ("CJ") Ortega has, having worked both as a customer implementing SAM and licensing optimization programs as well as for IBM in both sales and compliance roles. Here she leads a thought-provoking discussion about how publisher compliance programs can evolve to address today's licensing, compliance and organizational challenges. You'll hear about customer-relationship-enhancing approaches and have a chance to share your views.

11:20-12:00 The Ins and Outs of SAP Compliance Audits

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 learn about SAP compliance engagements, and steps and methods involved in SAP audits. Join SAP licensing expert Anoop Mohankumar of Anglepoint Group for this in-depth presentation.

Prepare and Defend Against a Costly Software Audit,
Part 1

Audit defense starts long before you get audited. Protect yourself by negotiating your vendors' audit rights and maintaining effective software asset management practices. In this session, Scott Bickley, senior director of the vendor advisory group at Info-Tech Research Group, will show you how not to panic at an audit letter, how to say "no thanks" to free software asset reviews from vendor partners, how to respond quickly with accurate data, and how to minimize business disruption. Scott will outline proven best practices for successful license audits. This session is for end users/customers only and is an extended length.

Oracle Roundtable Discussion: Relationship Management

Join your peers for an open discussion of issues and concerns related to managing your Oracle license portfolio. Anything goes! Oracle expert Ryan Bendana with Anglepoint Group will be on hand to answer questions and facilitate discussion in this small group session. An IBSMA representative will also be on hand. (This session is for end users only.)

12:00-1:15 Lunch | Join discussion tables
1:15-2:00 Surefire Ways to Ace Your Next IBM Audit

Even the best software asset managers are stymied by IBM's one-sided contract language and changing licensing terms and conditions. Learn from others' mistakes in this presentation with Michael J. Cleary, president and founder of Canyon Consulting, who has more than 80 audit engagements under his belt. You'll learn the biggest drivers of IBM noncompliance from poor contract administration to virtualization to confusing licensing metrics, and how to avoid them. Michael will also guide you through a practical examples in changing your company's behavior to ensure better overall IBM compliance.

Prepare and Defend Against a Costly Software Audit,
Part 2
(Scott Bickley, Info-Tech)
Make or Break Contract Terms for Auditing and Compliance: Working with One-sided Audit Language

Building on an earlier session on what's new in licensing today and how to negotiate better contract terms, this session will focus on dealing with one-sided audit language. Software licensing expert, Barbara Spagnola, a software contracts manager at CSC for nearly 19 years, will lead this discussion. Bring your questions and experiences to share with the group. The topics discussed in this roundtable discussion are applicable to all licenses, from small to more complex enterprise agreements. Note: This session is open to end users only.

2:10-2:55 Contain Cloud Costs While Optimizing Software

Learn how to navigate today's confusing array of cloud licensing models while reducing your overall software spend. In this in-depth session, with Paul Baguley of KPMG details how to lower your risk of noncompliance with better enterprise software license and cloud licensing agreements that don't cost a fortune. Hear how other Fortune 1000 companies have used these solutions to help reduce their cloud licensing spend and optimize their efficiency.

IBM Peer Networking Roundtable

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 roundtable discussion IBM-licensing expert Koen Dingjan, founder of Solarcom, guides the peer-to-peer discussion of IBM-related challenges, questions, or success stories and best practices. (This session is for end users only.)

Session to be added
3:05-4:00 Panel Discussion: Cloud Licensing From the Auditors' Perspective

Today's successful compliance auditors and software managers are platform-aware with audit methodologies that address software running in the cloud, virtual and traditional platforms. From SaaS to IaaS, Amazon Cloud to Citrix and VMware; what are the new challenges every compliance manager should know? How can we best audit these new environments? Are audits still necessary? In this group discussion, our panel of experts will share their real-life experiences, explore the options, and discuss the critical issues facing every compliance program manager today. Moderated by Sandi Conrad of Info-Tech Research Group and joined by Courtney Grey of PwC and Bryan Dillon of NetApp.

March 13, 15-16 | In-conference and Post Conference Certification Courses

Course Description Dates
SAM Best Practices Workshop (included in the conference fee) In this vendor-neutral, hands-on session, software asset management (SAM) expert Matt Marnell from Flexera Software will offer tips and practical approaches to scoping your SAM implementation and building a data model to accurately manage and report license entitlements and inventory in the real world. Note: This session is included in the conference fee. Register onsite for this session, open to end user practitioners and others by invitation. This session will have a working lunch. Details March 13
Practitioners Certificate in Software License Negotiation (PCSLA) 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. Details March 15
Practitioners Certificate in Oracle License Management (PCOLM) 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. Details March 16
Practitioners Certificate in IBM License Management (PCILM) 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. Details March 15-16
Practitioners Certificate in SAP License Management (PCSAP) This course will empower you to make informed decisions on licensing and managing your SAP software. The content covers not only the fundamentals of SAP software licensing, technical support polices and software asset management, but also the essentials of server architecture, licensing and compliance concepts. Details March 15-16

Page updated Feb. 20, 2017.

Return to CM Summit home to register and for additional event details.

 

 

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