Certificate Courses
Note: All course certificates now expire after two years. For questions, contact Services@IBSMA.com.
Practitioners Certificate in Software License Agreements
This course is designed to be an introduction to software license agreements for a broad audience and provide a solid foundation, even for individuals with no legal or contract management expertise.
Classroom and On-site | Details
Online on-demand course | Details
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Practitioners Certificate in Oracle License Management
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.
Classroom Course | Details
Online on-demand course | Details
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Practitioners Certificate in IBM License Management
The goal of this course is to provide a practical approach for setting up an IBM license compliance process and creating reliable compliance reports. These reports can provide critical leverage during licensing negotiations, annual renewals and scheduled license audits.
Classroom Course | Details
Online on-demand course | Details
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Practitioners Certificate in SAP License Management
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.
Classroom Course | Details
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Assessing Software Asset Management Processes & Creating a SAM Scorecard
Benchmark your software asset management (SAM) program and create a scorecard, plus prove your SAM competence by earning the Practitioners Certificate in Assessing Software Asset Management Processes (PCSAM). Assessing SAM processes according to ISO/IEC 19770-1 is for moderate to experienced software asset management professionals and others who want to learn practical approaches to assessing and implementing SAM programs and practices according to the international standard.
Online and On Demand Course | Details
Upcoming and On-demand Events
Join the IBSMA SAM and IT Asset Management Leaders Roundtable Discussion Register
You are invited to join the IBSMA SAM and IT Asset Management Leaders Roundtable Discussion. This virtual meeting will take place Tuesday, Dec. 15 at 11:00 a.m. Eastern Time and is open to end users only.
Expand your network and connect with like-minded professionals when you join this one-of-a-kind forum. You are not alone! Share ideas, concerns, and expertise, while receiving feedback from other group members.
Steven Russman, director of IBSMA, will moderate this session and facilitate interactions.
We'll start with introductions, then enjoy two or three short guest presentations, in which the presenter will describe a situation or scenario and ask the group for assessment and input. We've built in additional time for members to discuss and ask questions.
This unique discussion group is forming now and will meet regularly to address topics of interest to our end user and industry members.*
For our Dec. 15 session, presenters will address: compliance audits, vendor management, managing in a work-from-home environment, identifying areas for cost savings and establishing realistic goals, governance and control, managing Saas and cloud environments, aligning SAM and ITAM with the business, and other topics of interest.
There is no charge to attend, but space is limited to 40 end users. Register today to reserve your spot. This event is a production of IBSMA.
*The Dec. 15 session is for end users only. Watch for information on upcoming sessions for industry members.
Hot Topics in SAP, Webinar Series
Make educated decisions on licensing and managing your SAP software investment by learning the ins and outs of SAP license audit, Digital Access and S/4HANA licensing, architecture and commercial considerations in this five-part webinar series. Our expert team covers the basics of the SAP audit process, plus an overview of Digital Access policies and implications for licensing. You'll also learn how to prepare for your S/4HANA migration and what technical and commercial factors to consider. Our SAP experts share best practices and real-life examples of overcoming the complexity of SAP licensing that you won’t learn from SAP.
This educational webinar series is produced by IBSMA and features the SAP expert team with IT Asset Alliance, based in the United Kingdom. Coming to you Nov. 17, 19, Dec. 1, 3 and 9 at 10:30 a.m. U.S. Eastern time each day, there is no charge to attend, however, space is limited. The sessions will be recorded for replay.
Part 1. Managing Today’s SAP License Audit (Nov. 17) View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Your next SAP audit won’t be like your last. Many SAP customers need to measure their SAP usage once a year and provide the measurement results to SAP. In-depth audits on the rise, but what sounds so simple comes with various obstacles. The measurement features built into SAP do not produce complete or error-free results. What to do? Join us for this detailed session on following a simplified measurement approach to managing your next SAP audit. We’ll cover understanding your license entitlements, audit triggers, identifying under-licensing and surpluses. Plus, we’ll review tips for optimizing your SAP license utilization. Bring your questions for the Q+A time. Presented by Rhys Deen and Becki Riall.
Part 2. SAP Digital Access (Nov. 19) View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Digital Access is the new licensing model for linking your SAP systems, via interfaces, to external third parties. This replaces the legacy Indirect Access approach, using Named Users and Orders. SAP’s current marketing initiative includes incentives for customers to move to this model before December 2021. We’ll cover the Digital Access Adoption Program (DAAP) program in depth, and you’ll come away with the main points you’ll need to determine whether Digital Access is right for your organization. Our experts will cover strategies for engaging with SAP, along with tools used to measure Digital Access. Bring your questions for the Q+A time. Presented by Alex Meijer and Rhys Deen.
3. Preparing for S/4HANA (Dec. 1, 10:30 a.m. U.S. Eastern) Register
Migrating to S/4HANA is the hot topic on the table in this expert presentation. We’ll start with how S/4HANA and cloud are changing SAP license management, and what licensing changes are on the horizon. Migrating to S/4HANA is an excellent opportunity for you to review and take control of your SAP licensing. But before you create an optimized contract for your organization, you’ll need to understand what’s changed and the impact on Named User, Packages, Database and Indirect Use provisions. Our experts will cover these areas, and more, sharing practical suggestions you can use for planning and optimizing. Bring your questions for the Q+A time. Presented by Becki Riall and Alex Meijer.
4. Commercial Considerations for S/4HANA Migration (Dec. 3, 10:30 a.m. U.S. Eastern) Register
In part 4 of this series we shift from preparing for S/4HANA migration, to guidance on identifying and mitigating risk associated with applications and suppliers integrated into the SAP landscape. Creating the best commercial options begins with understanding what your new licenses may cost, compared to your current estate. This is the starting point for your negotiation strategy. You’ll need to identify and review the short, medium and long-term roadmaps for SAP and non-SAP products to make sure they are compatible with your technical migration plan. Identifying the best time to migrate is everything when it comes to achieving the maximum value.
With your plan in hand, you’ll want to optimize contract terms and conditions before forging ahead, to make sure your vendor and application mix is compatible and aligned with business and operations goals. Bring your questions for the Q+A time. Presented by Emily Piscopo and Becki Riall.
5. S/4HANA Architecture and Technical Migration Lessons Learned (Dec. 9, 10:30 a.m. U.S. Eastern) Register
In part 5 of this series, our SAP experts offer technical tips to consider in your migration to S/4HANA. Starting with the best deployment approach to use (public or private cloud, on-prem or hybrid), and whether to include SAP Fiori role-based user interface (replaces SAP GUI) as part of the project, we’ll also cover Fiori deployment under S/4HANA. Finally, we’ll wrap up with important lessons learned and next steps for your project. Bring your questions for the Q+A time.
Presented by Hans Naedts.
This event is a production of IBSMA and will be recorded for replay.
SAM in the Age of Blockchain
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Blockchain technology shows promise in resolving a number of thorny issues (piracy and over deployment, unauthorized use, security and record keeping) that often confound SAM managers. Jeremy Boerger, SAM practitioner and innovator, breaks down this complex topic and explains it in real-life terms. Attend this dynamic session to learn how blockchain features map to and strengthen SAM processes. He'll also cover practical resources you can look to for help and additional information.
This event is a production of IBSMA.
IBSMA Online Summit | Elevate Your SAM Program with Expert Tips and New Ideas
View the presentation recording. Click here to download the handouts. Contact Services@IBSMA.com for any questions or comments.
Take your SAM program to the next level with insider tips from industry experts and cutting-edge ideas to reinvigorate your team. The IBSMA Online Summit features four 30-minute focused presentations, followed by interactive time for questions and answers. It's completely online, and no cost to attend.
Our speakers include sought-after SAM thought-leaders Alan Bain, Jeremy Boerger, Mel Atkeisson, and Beth Kaminski. We've got your SAM knowledge-needs covered. Plus, virtually network with peers and share the end-user experience.
Listen to the online summit replay and come away with practical advice you can implement the very next day.
Agenda
Session 1 | What it Takes to Keep Your SAM Program Successful Today (Beth Kaminski, Dart Container Corp.) | (go to 2:28)
Today's SAM teams can't just count licenses and defend audits. Those days are gone, but does your SAM program have the direction, staff, and vision to collaborate with the business leaders and claim a seat at the table? SaaS, PaaS, IaaS, cloud, and subscription licenses rule the day, and new skillsets are required from SAM pros. Beth Kaminski, seasoned SAM leader at Dart Container, shares her wisdom and vision for the better SAM in the pandemic-age, along with tips to keep your SAM program growing. Bring your questions!
Session 2 | Your SAM Data is Critical to Better Technology Business Management (Alan Bain, ISAM) | (go to 46:32)
Technology business management (TBM) is gaining traction in commercial and government organizations as a method of improving cost visibility and supporting IT decision making to maximize the business value of IT spending. In this focused presentation, Alan Bain, a regular presenter at IBSMA Summits, looks at the role SAM plays in supporting the emerging TBM model. Without SAM data, the TBM model falls flat. Learn what you can do to ensure that stakeholders get the needed granularity of data to make informed decisions about optimizing software licenses and minimizing costs.
Session 3 | ISO ITAM Standard & Trustworthy Data Requirements: Everything You Need to Know (Jeremy Boerger) | (go to 1:29:05)
The latest version of ISO/IEC 19770-1, published in 2017, advances this international standard to a higher level with a data model and maturity scale that expands application to a wide range of organizations. Jeremy Boerger, SAM practitioner and ITAM visionary, reviews how you can apply proven methods to satisfy the new trustworthy data requirements that are the foundation of the 19770-1.
Session 4 | Lessons Learned Implementing Your SAM Solution (Mel Atkeisson, SoftwareONE) | (go to 2:08:34)
Are you considering a new SAM solution? Mel Atkeisson, solution specialist with SoftwareOne and certified ServiceNow partner, has advice you need to hear before you get started. By way of an in-depth case study, Mel takes you through her recent work with a manufacturing company client to implement ServiceNow SAM Pro. Mel reviews three elements that are critical for success: people, process, and technology. She'll cover important essentials to consider before you begin implementing ServiceNow—or any other type of SAM solution—such as license inventory and knowledge, stakeholder involvement, selecting an implementation partner, and technical considerations. Mel provides a thoughtful overview and tips to help you avoid common pitfalls of implementation.
Session 5 | Closing remarks, recap and audience questions | (go to 2:23:28)
The summit is coming to a close, but there's still time to ask your last-minute burning questions.
This event is a production of IBSMA. ServiceNow is the exclusive sponsor of the summit.
Using CSI Analysis to Save on Oracle Support Costs
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Is preparing for your Oracle support renewal akin to investigating a crime scene? Files are incomplete, perhaps in disarray, stakeholders may be uncooperative, and your probing hunches lead you astray. Stop, step back, and take a better approach. In the world of Oracle SAM, Customer Support Identifiers (CSIs) are the keys to understanding your Oracle entitlements, discounts, and product categorization. In other words, they're the evidence you need. It's a crime to pay more than you have to!
In this interactive session, Eric Guyer, our Oracle technical licensing expert, will dive deep into why you should care about CSIs. Plus, he'll cover how you can start your own CSI assessment and identify areas where you can save on Oracle support costs. He'll share how to use a new online CSI analysis tool, including tips on leveraging the analysis in your Oracle contract negotiations. Bring your questions for the Q+A following the presentation.
This event is a production of IBSMA.
Microsoft Licensing Updates, Plus ServiceNow and Azure Integrations
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Join IBSMA for this webinar focusing on Microsoft license management. Our first speaker is Nirali Vora, ITAM product manager with ServiceNow. Nirali will cover ServiceNow and Microsoft Azure integrations. ServiceNow users should attend this session for details on the latest product updates. Our second speaker is John Grubb, Microsoft licensing expert with SoftwareAdvocates. John will cover the ins and outs of licensing changes for Microsoft 365 Apps for Enterprise.
 is the exclusive sponsor for this webinar. This event is a production of IBSMA.
What's Driving SAM and License Management in 2020
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
Based on data from IBSMA's SAM and License Management Survey, Steven Russman, executive director of IBSMA, reports on trends driving the adoption and growth of SAM and license management, and how successful organizations are building robust programs to meet the challenges of 2020 and beyond. He will also cover:
• How your SAM program compares with others
• How many audits can you expect in 2020 and from which publishers
• Which publishers should be your biggest focus next year
• Who has a plan for tackling the cloud, staffing, collaboration, success factors and more
Optimizing software spend, staying proactive about compliance and keeping up with fast-changing tech trends continue to drive SAM efforts at companies worldwide. SAM programs grow because savvy organizations know software costs can quickly spiral out of control—especially in the cloud and Saas—if not carefully managed by experts who know the nuances of software vendor programs.
is the exclusive sponsor for this webinar. This event is a production of IBSMA.
Oracle SAM in the Pandemic Age: Know Your Organization, Cut Waste and Embrace Collaboration Watch the on-demand recording.
It's who—and what—you know. Join your software and IT asset management peers at the IBSMA's Oracle License Management Summit—completely online, for the first time ever. Attendance is limited to end users only.
Elevate your strategy and career options. Learn from the experts—and your industry peers—the best practices that make a difference. These interactive sessions are the can't-miss events of the year for Oracle software asset management pros worldwide. Immerse yourself in emerging approaches, thought-provoking presentations and meaningful interactions with your SAM and compliance management peers. Plus, it's all online! No travel is required.
Cutting-edge content and stimulating presenters. You'll experience four 30-minute focused presentations, followed by interactive time for questions and answers. This end-user-only summit lets you gain the skills you need to chart your course, stay relevant, grow your influence and manage Oracle licensing risk.
This event is a production of IBSMA. Details
The Future of IT and Digital Technology Is Human-centered
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
In this future-looking session with SAM guru Victoria Barber (Snow Software), we examine our changing relationship with technology and consider how placing people, rather than technology, at the heart of IT, is key to remaining relevant and valued over the coming years.
As we are all suddenly thrust into becoming technology aware digital natives, and we balance work-from-home and the office in the pandemic age, these influences will be felt as expectations grow for new technologies and new uses of existing technologies.
Our relationship with digital technology is changing. How can we enable our business leaders, and ourselves, to grasp the opportunities this change offers to transform business practices and drive value from our technology investments?
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Steven Russman, IBSMA
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Victoria Barber, Snow Software (presenter) |
This event is a production of IBSMA.
Choosing the Right Cloud Service Provider
View the presentation recording. Contact Services@IBSMA.com for the presentation handout and for any questions or comments.
When it comes to cloud providers—Amazon Web Services, Microsoft Azure, Google and private cloud—the options can seem endless and undifferentiated.
In this timely webinar, industry expert Marcia Watkins prepares you to discern which cloud provider offers the most value for your business model and the strongest alignment with the talents of your team. She also equips you with the know-how to negotiate the best possible outcome for your organization. You'll learn where to find the savings opportunities and how to manage the cloud environment to optimize your success for the long term. You'll even come away with governance practices and tips for ongoing cost control and monitoring.
Software advisory professional Marcia Watkins has achieved exemplary results for large and complex organizations in the realms of vendor management and portfolio optimization. Marcia is a regular presenter at IBSMA Summits and we look forward to hearing her insights. Bring your questions and we'll address them in this interactive webinar.
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| Steven Russman, IBSMA (moderator) |
Marcia Watkins (presenter) |
This event is a production of IBSMA.
How to Reduce Software Consumption and Save
View the presentation recording. The presentation handout is not available for this session. Contact Services@IBSMA.com with questions or comments.
Software is too expensive to waste and too risky to be left unmanaged, says Simon Bolton, SAM expert and director with KPMG in London. In this cost-optimizers webinar, Simon and his team will share best practices for taking control of your software assets and achieving hard savings for your efforts.
Starting from some simple points that underpin his philosophy about working through this enormously complex SAM challenge, Simon will show you how meaningful savings can be achieved even when managing thousands of software vendors, tens of thousands of products, and near unlimited ways of deploying and combining hardware with software. You'll learn tips to control your software portfolio, reduce expense and liability, and clearly articulate the cost savings. In the second half of the presentation, IBM, Oracle and Microsoft licensing experts from KPMG will provide real-life cost-savings examples. We'll wind up the session with time for questions.
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| Steven Russman, IBSMA (moderator) |
Simon Bolton, KPMG (presenter) |
This event is a production of IBSMA.
Industry Leads the Way in Open Source Software Governance
View the presentation recording. The presentation handout is not available for this session. Contact Services@IBSMA.com with questions or comments.
Join Russ Eling, founder and CEO of OSS Engineering Consultants, in this informative webinar covering how the auto industry and General Motors set out to manage its Open Source Software (OSS). Russ pioneered GM’s global OSS initiative during his six-year tenure as the Open Source Compliance Officer. He will share typical elements a compliance and governance program should have and touch on best-practice approaches and lessons learned. The session continues with a look at OSS and ties to security, as well as compliance considerations when distributing products or services that include software. Russ brings know-how in business and technical expertise to this complex topic, breaking it down into digestible chunks covering the how and why of OSS compliance. This session is for pros at all experience levels.
Russ Eling is the founder and CEO of OSS Engineering Consultants (www.ossengineeringconsultants.com), a business dedicated to helping organizations of all sizes design, implement and manage Open Source Software (OSS) governance programs. Before starting the company in 2020, Russ spent more than 20 years in engineering and systems engineering roles at General Motors. Russ developed and implemented a successful OSS governance program and built the team responsible for reviewing software in every GM vehicle across the globe. Among the first of its kind, it is recognized as the most comprehensive OSS program in the automotive industry and Russ is regarded as an industry leader in the OSS compliance community.
This session will include a question and answer period, following the presentation. Bring your questions.
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| Steven Russman, IBSMA (moderator) |
Russ Eling, OSS Engineering Consultants (presenter) |
This event is a production of IBSMA.
Emerging Trends with IBM Licensing
View the presentation recording. The presentation handout is not available for this session. Contact Services@IBSMA.com with questions or comments.
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, creator of Blue-LM, will highlight key current developments in IBM licensing that will help you stay one step ahead. This session covers topics such as the divestment of IBM software products to HCL, ILMT configuration requirements (e.g., how it counts PVUs when data is missing), extrapolation in licensing reports, IBM acquisitions of software companies, and key insights from recent client reviews.
This session will include a question and answer period, following the presentation. Bring your questions.
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| Steven Russman |
Koen Dingjan |
This event is a production of IBSMA.
Key Issues Software Asset Managers and Software Providers Should Consider Right Now
View the presentation recording. The presentation handout is not available for this session. Contact Services@IBSMA.com with questions or comments.
Practically overnight, the COVID-19 pandemic and subsequent protective measures have required companies to pivot to remote-work models. Increased use, deployment, and reliance on software in the expanded work-from-home world creates new risk areas to consider for both software companies and their customers. In this webinar, IBSMA Director Steven Russman will moderate a discussion with Bryan Mechell and Ellen Levish, intellectual property and technology lawyers from Robins Kaplan LLP. Bryan and Ellen regularly represent emerging and established businesses involved in technology and license disputes and help them develop methods for auditing, managing and enforcing license compliance. Together, we will examine the key issues SAMs and software providers should consider now to proactively manage and protect their assets, as well as their company's ability to conduct business.
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| Steven Russman |
Bryan Mechell |
Ellen Levish |
This event is a production of IBSMA.
View the presentation recording. The presentation handout is not available for this session. Contact Services@IBSMA.com with questions or comments.
Jesse Stockall (presenter), Chief Architect for Cloud Management, Snow Software
Steven Russman (moderator), Director, IBSMA
Join Jesse Stockall, Snow Software's Chief Architect for Cloud Management, for an informative conversation on the changing role of IT in three areas: environmental factors, skillsets and tools requirements, and automation and governance functions.
In the not-so-distant past, everything lived in the datacenter and was managed by IT. Think servers, databases, workstations, and even phone systems. The Blackberry came along, but the phones were still managed centrally by IT and Blackberry enterprise server ran inside the firewall. Later, VMware and virtualization proved to be disruptive technologies, but they ran inside the corporate firewall. Welcome to 2020 and hybrid IT is the new normal. All modern organizations have some combination of public multi-cloud, on-prem virtualization, SaaS, colocation, edge, industrial IoT and bring your own device. Your company may not run all these elements, but it's highly likely that it will have a combination of most of them. In this trend-watchers webinar, Jesse Stockall takes a takes a fresh look at the changing role of IT and how you can prepare for what's to come.
This event is a production of IBSMA. | 
