Join SAM and ITAM community members for networking Monday, March 29 at KPMG in Mountain, View, Calif.

The session begins at 8:30 and ends at noon. Stop by for coffee, discussion and time for meeting SAM pros. We'll provide the stimulating presentations and introductions. This event is sponsored by IBSMA and open to all. KPMG is the host for this session. Steven Russman, executive director, will be on hand to open the meeting. Please register in advance.

Location
KPMG LLP
500 E. Middlefield Rd.
Mountain View, CA 94087

Agenda
8:30–9:00 Registration, coffee and networking

9:00–9:15 Opening remarks, Ron Brill (KPMG) and Steven Russman, IBSMA

9:15–10:30 Software Asset Management in an International Organization—Addressing the Challenges

In this presentation we'll cover real-life experiences of software asset manager Kathryn Lallana of Sonic Solutions, an international software company. Learn how she successfully tackled SAM challenges to reduce costs and compliance risks. The session will be conducted as a case study and the discussion will be moderated by Cynthia Farren of Cynthia Farren Consulting.

Presenters: Kathryn Lallana, Sonic Solutions and Cynthia Farren, Cynthia Farren Consulting

10:30–10:45 Coffee break

10:45–11:30 What to Expect from an Oracle License Management Review

Megan Bozio, senior director of Oracle License Management Services in North America, presents a deep dive into what you can expect and how to prepare for a license management review. You'll come away with an idea of the tools and methods to collect usage data and other information you should collect, as well as how to report it. Use this information to conduct your own review or self-audit.

11:30–12:00 Roundtable discussion topics: Microsoft licensing; Teaming with the technologists, Licensing in a virtual world

Advanced PCSAM recertification: This option is available to those seeking advanced PCSAM recertification. Conduct a detailed assessment and complete a take-home essay exam. Contact us for details.

Self-study PCSAM course and online exam: Complete the course at your convenience and your own pace. Includes all materials, phone consultation and the IBSMA assessment tool. Contact us for details.

Choose from the following locations and dates:

This session begins at 8:30 a.m. and ends at 5:00 p.m.

This is an intensive daylong version of the two-day course focusing on conducting a process assessment and developing a SAM scorecard. Modules on SAM standards are not included. Attendees will learn how to conduct an assessment and create a SAM scorecard for their company.

This session does not include the certificate exam. The exam is available online for an additional fee.

Advanced PCSAM Recertification: This option is available to those seeking advanced PCSAM recertification. Attend the course, conduct a detailed assessment and complete a take-home essay exam. Contact IBSMA for a registration code and save $200 on the course fee (advanced PCSAM only).

Course level: Practitioner Certificate Course

Demonstrate your software license asset management (SLM) competence by earning the Practitioner Certificate in Software License Management (PCSLM). PCSLM is for IT pros, consultants and corporate staff who want to learn the basics of software license compliance and how to conduct a self-audit.

This course will help you understand the fundamentals of auditing and compliance, how to assess your software-management proficiency and develop a business case for compliance. We’ll show you how to conduct a high-level compliance review and plan and manage an external audit.

At the completion of this course, you’ll come away with a foundation in software license management principles and the ability to conduct a gap analysis and self-assessment. We’ll guide you through an in-depth look at six areas: auditing and compliance basics, software licenses, assessing your SAM proficiency, business case and tools, managing an external audit, planning and executing an audit. Each of the six modules includes team and individual exercises. Download the datasheet

Although this course has no prerequisites, students should have an understanding of the benefits and purpose of a SAM program and basic knowledge of software contract terms and conditions. Prior experience with project planning and a fundamental understanding of IT service management is helpful, but not required.

The course length is one day and runs from 8:30 am to 5:30 p.m. The optional one-hour exam will be given at the end of the day. 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.

Each student will receive copies of all course materials and worksheets. Attend class and you’re eligible to sit for the exam. The exam is one hour (multiple choice and short answer questions) and 70 percent correct is a passing score. Students who do not pass the exam may take a second exam to be administered by the testing authority.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

**THIS SESSION IS CLOSED TO ENROLLMENT. PLEASE ENROLL IN THE MARCH 15 COURSE.** PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.

At last, an introduction to the basics of software asset management (SAM) and software license management (SLM) for a wide-ranging audience! Based on our popular Practitioner Certificate in Software License Management (PCSLM) course, this comprehensive guide is written in uncomplicated English and allows you to cover the course material at your own pace.

> Learn practical tips and best practices.
> Apply concepts to your work by completing the self-assessment exercises.
> Review illustrations, graphics and key terms in each chapter to understand how concepts relate and summarize main points.
> Prepare to take the Practitioner Certificate in Software License Management (PCSLM) exam as well as administer an SLM program at your company.

We show many examples of SLM in practice to illustrate how, when successfully executed, SLM is a good business investment. The case studies also show how professionals who implement SLM best practices have thoroughly incorporated a “culture of compliance” in their workplace.

The guide’s self-assessment exercises enable you to apply each chapter’s concepts to your work environment. Illustrations and graphics show how concepts relate and summarize main points. There is also a handy list of key terms in the front of each chapter. You’ll find that the practice exercises enable you to figure out the best way to handle everyday SLM situations.

When you complete the study guide and exercises, you'll be prepared to take the PCSLM exam online.

This product is available in print and PDF. 198 pages. Download the datasheet, contents, introduction and index.

NEW CERTIFICATE COURSE

Course level: Practitioner Certificate Course for beginner and intermediate level software managers. Attendees will receive a certificate of completion and 10 hours of IBSMA education credit.

Venue: The course will be held in central London.

Learn how to navigate the world of Oracle products and licensing in this unique course offered exclusively by IBSMA. Join former managers in Oracle’s License Management Services group, Patrick de Veer and Mark van Wolferen, for this intensive two-day course.

The training covers the art of license allocation, case studies, middleware licensing, entitlements and support, managing an Oracle compliance review, common misunderstandings and more. Expert and guest speakers will be on hand for questions. Here's what you'll take away:

• Learn to navigate the world of Oracle products and licensing
• Master the fundamentals of licensing rules, policies and best practices and understand the legal context
• Improve your grasp of major licensing models for Oracle technology products (e.g., database, options and middleware)
• Informative review of Oracle’s reference material
• Stimulating peer discussions, and time to share your concerns and difficulties

To learn more about the instructors visit Patrick de Veer and Mark van Wolferen on LinkedIn.

Day 1 agenda
8:30 | Registration
9:00 | Welcome, introduction and course overview
9:30 | The world of Oracle: background and historic overview, acquisitions, product portfolio
10:30 | Break
10:45 | Doing business with Oracle: contracting, pricing, reference material and more
12:00 | Lunch
1:00 | Technology licensing: database products: licensing, valid models, case studies
2:30 | Break
2:45 | Technology licensing continued: database options
4:45 | Wrap up

Day 2 agenda
8:00 | Recap and summary of day 1
8:30 | Middleware licensing
10:00 | Break
10:15 | Entitlements: product entitlements, support agreements, rules
11:15 | The art of license allocation: optimize software assets, rules and guidelines
12:15 | Lunch
1:15 | Oracle license reviews: What to expect and how to prepare
2:15 | Break
2:30 | Stories from the trenches: common misunderstandings, errors and omissions
3:30 | Open discussion and wrap up