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CM Summit 2015

The One Value-Packed Summit for software and hardware industry Compliance Professionals



License Compliance Pros to Gather in San Francisco

Don't miss the fourth annual gathering of software license compliance industry specialists from around the world, sponsored by the International Business Software Managers Association (IBSMA).

From auditing in the cloud to understanding the role of cyber security in compliance, the Compliance Manager Summit delivers more insights into the trends, challenges and strategies facing software compliance managers today than any other event of its kind.

Featured presenters in this daylong summit are compliance experts from IBM, Adobe, Oracle, KPMG, EMC, TIBCO, Accordo Group, PwC, and more, in cutting-edge sessions including:

  • Oracle's Evolving Approach to License Compliance and Customer Engagement Read more
  • Leverage Cyber Security to Enhance Compliance Read more
  • How to Build or Enhance Your OEM Software License Compliance Program
  • 4 Forces Transforming License Compliance Programs Today
  • Adobe Leading Again on Cloud and Compliance Read more
  • IBM's Progress in its Use of Tags as the Cornerstone of Asset Discovery, Entitlement and Usage
  • Legacy License Agreements Gotchas You Need to Know
  • Reviewing the Legal Environment for Compliance and Enforcement
  • Developing Your Blueprint for a State-of-the-Art Compliance Program Read more
  • Use Data and Analytics to Boost Compliance Results
  • How Can We Audit the Cloud? Panel discussion
  • EMC Fosters New Sales Enablement Mission

… and more. View the full agenda here.

Register today for this unique event at the InterContinental San Francisco, March 8.

We look forward to welcoming you among our attendees, which are software company license compliance managers and auditors, industry consultants, software asset managers, as well as executives looking to start or grow a compliance management program.

The CM Summit focuses on presenting innovations and successes through thought-provoking presentations, roundtable discussions, case studies and open networking time.

Great Networking and Information Event a Complete Success, Attendees Say

Here's a recap of our 2015 summit. There's much more in store for 2016!

IBSMA hosted the third annual Compliance Manager Summit on March 12-13, 2015, the largest gathering of software company compliance program professionals in the industry. License compliance professionals and auditors, including experts from Oracle, IBM and Adobe, traded insights on trends for 2015. They also shared best practices and analyzed the best ways to face the challenges presented by the rapidly changing compliance management environment.

CMSummit 2015

The event was "well organized and executed" with "informative topics" covering current trends, attendees said. "Great networking" and "real-world data" emphasizing the vendor perspective, including the diverse audience, made for insightful comments and feedback.

Steven Russman, IBSMA's Executive Director, launched the event with a rousing panel discussion. Software company compliance executives, including Mathieu Baissac (Flexera), Richard Atkinson (Adobe), Jared Collins (EMC), and Courtney Grey (PricewaterhouseCoopers), debated the biggest opportunities developing for compliance managers. Clearly, the relationship between vendor and customers is quickly evolving, and it's up to compliance managers to guide the outcome.

"You can be focused on revenue, always, but at what price?" asked Atkinson, Corporate Director of Adobe System's Global Piracy Conversion Team. "I can force you to pay me, but you will hate me."

Atkinson advised the CM Summit attendees to take the long view when assessing the value of each customer, even if they're not yet paying for their software. As long as they're using your software, they're not contributing to your competitors' coffers.

Atkinson's take on the vendor-customer relationship turned out to be one of the themes for the event. Whether you're managing a global program with multiple languages and unique local laws or you're just revving up a compliance management program, the CM Summit's experts agreed that compliance managers need to leverage their audits carefully among their customers. The audit should be just one component of a compliance management program. And, if you do it right, audit conversations will be few and far between.

View the full agenda here.

Peer Networking plus reception sponsored by Accordo Group

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. IBSMA members not attending the conference should register in advance (preregistration required) for the reception.

CM Summit 2015 Peer Networking

Follow us: Twitter at @SAMSummit_IBSMA or LinkedIn for the latest updates.

Who should attend
Compliance Manager Summit 2016 will have a dedicated industry program on March 8. Here's who should attend:

Software and hardware manufacturers compliance program managers and staff
Software compliance auditors and software asset managers
Legal, finance and accounting staff
Executives looking to start or grow a compliance management program
Sales operations
Industry consultants

Summit Sessions

We're busy updating our top-notch agenda of stimulating speakers and topics drawn from our extensive list of professional members and industry leaders. Here's the latest 2016 session listing. Check back soon for additional details or contact IBSMA for more information.

CM Summit 2016
  Tuesday, March 8
8:00-9:00 Registration and breakfast
9:00-9:10 Welcome to CM Summit Steven Russman, IBSMA
9:10-9:50 Oracle's Evolving Approach to License Compliance and Customer Engagement Jonathan Koop, Oracle

Don't miss this opportunity to hear the inside view of one of today's most dynamic compliance programs. Jonathan Koop, 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 2015, 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.

10:00-10:40 Leverage Cybersecurity to Enhance Compliance Sherry Erickson, Accordo Group USA

Unlicensed software means cyber security risk for your SMB customers, who are likely at greatest risk because they lack IT focused resources. Join us for a thought-provoking discussion on getting your SMB customers to care about the security risks of their unlicensed software. Of course, helping them also helps resolve compliance gaps, drive incremental revenue at scale, and increase your compliance program's value.

EMC Fosters New Sales Enablement Mission Jared Collins, EMC

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. Jared Collins, EMC's worldwide director of 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.

10:40-11:00 Break
11:00-11:40 Use Big Data to Boost Compliance Results Jason Swan, Software Compliance Group

Learn how to leverage both existing internal data and software usage analytics to make more informed decisions about your compliance engagements. Join Jason Swan, managing director of Software Compliance Group, for an in-depth look at how data-driven compliance is accelerating settlements, focusing audit activities, and generating millions of dollars of new license revenue for leading software publishers. Whether you are just starting a compliance program or looking for new ways to invigorate a mature program, Jason will offer practical tips for taking your program to the next level.

Reviewing the Legal Environment for Compliance and Enforcement Henry Jones

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.

11:50-12:30 Adobe Leading Again on Cloud and Compliance Richard Atkinson, Adobe Systems

Richard Atkinson, Adobe's worldwide director for compliance and anti-piracy, returns with big news: Adobe is closing down the majority of its long-running customer compliance programs in favor of improving customer relationships. This move is the latest in Adobe's overall strategy to deemphasize compliance and push toward a customer-focused, and product- and data-driven sales model. Does this approach increase compliance and boost revenue? Join us to learn more about this groundbreaking philosophical shift and whether it might work for your organization?

12:30-1:45 Networking lunch
1:45-2:30 4 Forces Transforming License Compliance Programs Today Edwin Sanchez, Echez Group

Technology never takes a brake from change. Successful compliance experts are constantly aware of emerging threats and opportunities. In this enlightening session, Edwin Sanchez of Echez Group, experts in Software Compliance and SAM, explores how cloud, cybersecurity, mobile, and social are radically effecting license compliance practices. In this dynamic and case-study-based talk, you’ll learn how to identify and manage these forces in your organization. There’s no doubt that current licensing and compliance programs will be forced to rapidly evolve to embrace these new opportunities. 

Legacy License Agreements Gotchas You Need to Know Heather Meeker, O'Melveny & Myers

Veteran Silicon Valley attorney Heather Meeker returns to CM Summit to share insights and experiences on adapting legacy licenses to today's software landscape. Publishers and customers beware: Does your software agreement properly address deployment on the cloud? Does your audit clause give you access to service providers? And what if they don't? Chances are your legacy agreements don't reflect the realities of virtual, software-as-a-service and cloud platforms. Protecting your rights and revenue require a thorough review of active agreements. What's your exposure and how will you protect your interests? Attend this session and find out.

2:40-3:20 How to Build or Enhance Your OEM Software License Compliance Program Erik Nielsen, KPMG

Software license compliance is often an area overlooked by original equipment manufacturers (OEMs). But today, networking and storage, and even online services providers, are building or enhancing compliance programs to recoup underreported revenue. For many OEMs, software can be an integral part of overall revenue. This session with Erik Nielsen of KPMG will focus on relationships between OEM software and hardware products and how to build or strengthen compliance programs. We'll also look at compliance in the reseller and dealer channels and how this represents an opportunity to develop better working relationships with business partners and resellers.

IBM's Progress in its use of Tags as the Cornerstone of Asset Discovery, Entitlement and Usage Brian Turner, IBM

To achieve the next level of automation in asset discovery and inventory technology, entitlement and usage monitoring, IBM is using ISO 19770 tags. In this session, IBM program manager Brian Turner returns to CM Summit to offer more recent developments in how proprietary software identification (SWID) tags will be replaced with industry standard tags that can be used with basic usage and metering data to provide near real-time metrics for enterprise software deployments.

3:20-3:40 Break
3:40-4:20 Developing Your Blueprint for a State-of-the-Art Compliance Program Jhon Kong, TIBCO

Jhon Kong, director of software license management and compliance services at TIBCO, reveals his playbook for a best-practices approach to building a state-of-the-art license compliance program. Launching a compliance program today means having audit methodologies that address multiple scenarios. His strategy starts with basic necessities and best practices for partnering with sales to make compliance part of the sales process, audit clauses, entitlements, deployments, review processes and leveraging internal and external resources. Join this thought-provoking session for beginners to seasoned pros.

4:25-5:25 How Can We Audit the Cloud? Moderated by Courtney Grey, PwC

Today's successful compliance auditors 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 today. Panelists include David Welch, NetApp and Richard Atkinson, Adobe Systems. Additional panelist to be announced.

5:30-7:00 Welcome reception sponsored by Accordo Group

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. IBSMA members not attending the conference should register in advance (preregistration required) for the reception.

Last update January 25, 2016. Subject to change without notice.

Location & Hotel Info

Compliance Manager Summit will be held at the InterContinental San Francisco.

Summit sessions will be held March 8, 9:00 a.m. to 5:30 p.m. IBSMA welcomes the SAM community to a reception on March 8 at 5:30 p.m. which is free and open to all (industry and end users/customers). IBSMA members not attending the conference should register in advance (preregistration required) for the reception.

888 Howard Street, San Francisco, CA 94103

Contact the hotel directly at 1.866.781.2364 for hotel room reservations. The hotel will take reservations at current rates.

2016 Sponsors & Exhibitors


Global software publishers have long recognized that compliance gaps in small and medium businesses (SMB) negatively impact the company’s bottom line. It’s challenging to address this business problem cost effectively while maintaining customer satisfaction.  Executives are seeking solutions to this revenue leakage and Accordo has 15 years experience using world-class tools and services to reach SMBs globally and successfully guide them through a standardized process to achieve multiple business objectives. Visit Accordo.com for more information.


The Echez Group (e-chez.com) operates in 38 countries with a proven success record on helping software publishers achieve their goals and reduce challenges in the software compliance and licensing optimization arenas. The Echez Group focuses on:

Publishers and distributors compliance dilemmas through our compliance marketing and consulting models, market research and business intelligence. Visit complarketing.com.
Software consumers challenges through our multi-brand licensing consulting. Visit e-chez.com.
Software compliance education offering for any type of audiences and major technologies. Visit softcomin.com.

V.I. Labs

V.i. Labs offers software providers solutions to identify, track, and create actionable intelligence on the use and misuse of their software to increase revenue. Its CodeArmor® platform is used by leading software providers to recover revenue lost to unlicensed software use, gain compliant customers and globally reduce the pirated use of their software applications. Customers have identified $7 billion in revenue recovery opportunities and are adding an average of 10 to 25 percent additional revenue to their top lines. Learn more at vilabs.com.


CM Summit 2016

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