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SAM Summit goes SOCIAL
The SAM Summit 2011 team (left to right): Eric Nichols, David Ochroch, Tasker Generes, Bob Kruger and Steven Russman.
In 2012 the SAM Summit is going more SOCIAL than ever before: More peer-to-peer information exchanges, more lively roundtable discussions and more intense small group networking sessions! SAM Summit is the only place where you can learn the insider tips, the no-nonsense best practices and the real scoop on the newest tools and techniques from seasoned SAM pros, like you.
Our speakers this year come from the top companies (KPMG, Deloitte, IBM, KLM, Marriott International) and the top technology innovators (Oracle, Adobe Systems, Symantec).
SAM Summit is the premier event for advanced-level software license management practitioners. This unique event delivers the success stories, business models and program strategies you need to thrive in a changing SAM world.
Register now for the one event where you'll learn what it takes to be the best at managing contracts, ensuring compliance and running the latest tools.
SAM Summit 2011 Attendees Walk Away with Insider Tips, Exclusive Knowledge
Leaders from the software license management industry gathered at the 9th annual SAM Summit, hosted by the International Business Software Manager's Association (IBSMA) and gained invaluable knowledge and insights to grow their careers and advance their organization's processes. Download the conference review.
On the feedback survey, attendees said this year's event was a "great forum for exchanging expert information," and the topics were "right on point with current needs and issues" and "covered at the right depth."
More than 110 license management pros assembled in Chicago in 2011, to share best practices, learn the latest industry trends and strategies from more than 25 top speakers, recognize achievements and just plain enjoy themselves at a variety of networking events.
"The lively discussions and first-class speakers helped make this summit one of the best we've ever had," said Steven Russman, executive director of the IBSMA.
Top-rated sessions and speakers
According to summit attendees, the location and topics were first-rate and the event retained its intimate atmosphere over the course of both days despite the high turnout, a trait that has made the conference a success for years.
First-time attendee Jennifer Pfaff said the summit offered a "great location. Wonderful topics. I will come back." Stefan Haaf said he appreciates the "broad range of participants and industries and a good mix of consultants, practitioners and vendors, and cross section of topics."
As always, the summit was the place to participate in spirited roundtable discussion on SAM tools, vendor audits and cloud computing, as well as IBM and Oracle licensing clinics. Respected industry veterans shared their views on the intricacies of software asset management, compliance audits and the challenges of managing multi-vendor environments.
Review the 2012 schedule, packed with more than 30 sessions. Click here for session details.
IBSMA Industry Members and sponsors support SAM Summit 2012.
E-mail Services@IBSMA.com to request an exhibitor information pack for 2012 or call 1.734.930.1925.
450 North Cityfront Plaza Drive
Chicago, Illinois 60611
312.464.8660 Area map
On-site wireless Internet access available in the conference area.
A premier conference center in the heart of Chicago. The University of Chicago Booth Center is conveniently located in the center of Chicago's business community, just blocks away from the Loop and steps away from Magnificent Mile shopping, restaurants and hotels. It is easily accessible with public transportation and adjacent parking lots.
IBSMA has reserved a block of rooms ($189/night, plus 14.5% tax) at the Omni Chicago Hotel,
a four-star, all-suite hotel located at 676 North Michigan Ave. These rooms are reserved for conference attendees May 28 to 30. For alternate nights, contact the hotel directly and mention SAM Summit 2012.
May is a busy month for conferences in Chicago and we suggest you book your room early to guarantee your space. In fact, we recommend you book a hotel even if you're considering coming. Click here for the hotel online booking page.
We also suggest the following hotels. Those marked with * are within walking distance. For recommendations contact IBSMA. Reserve early.
For a database of great Chicago restaurants and events, visit the Chicago Tribune's Metromix. For city travel information, visit the City of Chicago Web site.
May 28 | 5:30–7:30 p.m. | Registration & Conference Services
SAM Summit attendees are invited to stop by the Omni Chicago Hotel to pick up conference materials. Look for the SAM Summit sign and registration table in the lobby.
May 29 | 5:30–7:00 p.m. | SAM Summit Networking Reception
Join us in for an appetizer and drinks reception. Unwind, mingle and visit with the exhibitors and enter the drawing for valuable prizes. Prize drawings to be held at the conclusion of the reception.
May 30 | 6:30 p.m. | Networking Dinner
All conference attendees are invited for dinner and drinks. Relax after a busy two days and have some fun.
May 31 | SAM Summit Conference & Certification Courses
Advanced-level certification courses will held May 31, 8:00 a.m. to 1:00 p.m. Additional fee for these sessions. SAM Summit attendees receive $100 discount on these course.
Practitioner Certificate in Software License Agreements (PCSLA) Details
Microsoft Licensing Concepts – Enterprise Agreement Workshop (PCMLC-EA) Details
Practitioners Certificate in Oracle License Management (PCOLM) Details
Practitioners Certificate in IBM License Management (PCILM) Details
SAM Summit sessions will run concurrently with the certification courses. The conference will end at 12:00 p.m.
About the International Business Software Managers Association (IBSMA)
The International Business Software Mangers Association (IBSMA) is the world's largest nonprofit association of business-focused software management (SAM) professionals working together to develop and promote SAM best practices and address issues of common concern. Visit IBSMA.com for details.
Overview of Microsoft Licensing Concepts | Enterprise Agreements (classroom course)
IT decision-makers agree; Microsoft licensing is immensely complex, often misunderstood and rarely optimized. That's why the International Business Software Managers Association offers a course designed to demystify and define the opportunities for your organization within Microsoft's licensing structures.
What you'll learn
Microsoft Enterprise Agreements (EA) represent a significant financial investment for many organizations. And, as the time for negotiating a new or renewal agreement approaches, you'll want to be well equipped and prepared to make the right choices. Conducting a thorough analysis and evaluation of the EA can be challenging and time consuming. This course is designed help you negotiate and navigate the options. The content complements and expands on material covered in the Microsoft Licensing Concepts course. The Enterprise Agreement course can be taken alone or following the Microsoft Licensing Concepts course. Here is a list of topics covered in depth:
Microsoft Volume Licensing Concepts
Software Assurance
Essential Microsoft Licensing Resources
Enterprise Agreements
Software Asset Management and the EA
Negotiating the EA
EA Strategies for 2012
The expert instructor
With your guide, Paul DeGroot, one of the world's leading experts on Microsoft licensing, you'll gain exclusive insights into the software giant's evolving strategies, technologies, products and services. Paul will provide you with critical licensing resources that can quickly answer your difficult questions. For more on Paul, click here.
Course format
The course length is one day and runs 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 PCMLC-EA certificate. Note: The online exam will be offered starting in mid 2012. All attendees registering for this course will be eligible to take the exam when available.
The course is also available for on-site instruction.
Dates and times
Dallas, Feb. 15, Enterprise Agreement Workshop (follows Microsoft Licensing Concepts)
Chicago, May 31, Enterprise Agreement Workshop (follows SAM Summit, 8:00 a.m. to 1:00 p.m.)
San Francisco, Aug. 22, Enterprise Agreement Workshop (follows Microsoft Licensing Concepts)
Washington, DC Nov. 14, Enterprise Agreement Workshop (follows Microsoft Licensing Concepts)
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.
Customers who attend the Microsoft Licensing Clinic (two-day course) receive a $300 discount on the EA course. Add the item to your shopping cart and select coupon 507 to receive the discount.
Overview of IBM License Management Course (classroom course)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. 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
Steps to create an IBM license compliance report
IT asset management and SAM tools: How they can be used, and what are their limitations
Detailed audit procedures for common license metrics and products/brands, such as Cognos, DB2, FileNet, Lotus, Rational, WebSphere and Tivoli
How to prepare for and manage an IBM license compliance audit
In-depth discussion on specialty topics such as sub-capacity licensing
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 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 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 PCILM certificate. Note: The online exam will be offered starting in mid 2012. All attendees registering for this course will be eligible to take the exam when available.
The course is also available for on-site instruction.
Dates and times
London, Feb. 15 (Add $200)
London, March 30 (Add $200)
Chicago, May 31 (session runs 8:00 a.m. to 1:00 p.m.)
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.
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 seven 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 instructor
Eric Guyer has been working with Oracle since 1996, including seven years as an Oracle employee. His career includes stints in Oracle-focused systems integration, enterprise software and hardware sales, as well as architecture and design consulting. For more on Eric, 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: The online exam will be offered starting in mid 2012. All attendees registering for this course will be eligible to take the exam when available.
The course is also available for on-site instruction.
Dates and times
Chicago, March 13
Chicago, May 31 (session runs 8:00 a.m. to 1:00 p.m.) Additional dates planned for the second half of 2012.
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.
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:
What software and services are you buying?
What usage (licensing) rights come with the software?
Where is the software running and who controls it (application service provider (ASP), software-as-a-service (SaaS), virtualization)?
When will you pay for the software?
How much does the software cost now and how much might the software cost later?
What happens if there is a dispute or suspected contractual variance?
What happens if the relationship ends or changes?
What common terms (“boilerplate”) help define a complete legal agreement?
For custom development or custom implementation, what constitutes acceptance of the customized software? Who will support and control the customizations?
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: The online exam will be offered starting in mid 2012. All attendees registering for this course will be eligible to take the exam when available.
The course is also available for on-site instruction.
Dates and times
San Francisco, April 5
Chicago, May 31 (session runs 8:00 a.m. to 1:00 p.m.)
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.
Substitution and Cancellation Policy (2012) Substitute an attendee at any time up to the start of the course or conference. To receive a refund (less $100 administrative fee), IBSMA/ECP must receive written notice of cancellation no less than 10 business days prior to the event start date. Late cancellations will receive a credit toward another IBSMA/ECP event or workshop. No refunds for no-shows.
Full payment is required prior to attendance. In rare instances, a course will be rescheduled or postponed. IBSMA/ECP will provide at least 10 days notice. You may receive a full refund, or take a credit toward another course. IBSMA/ECP is not responsible for penalties resulting from travel arrangements.
If weather conditions dictate that we cancel a course with short notice, we will immediately contact you by phone. An announcement will also be made on the course details available on IBSMA’s events page. For courses starting on Mondays, please be sure to check your e-mail and the IBSMA Web site on Sunday.
In the event that we do have to cancel a training course at the last minute, IBSMA will either reschedule your course dates or offer a full refund of the course price.
IBSMA/ECP reserves the right to limit or deny access to events to any entity or individual. Our receipt of a registration and payment does not constitute acceptance and payments and registrations that are not accepted will be cancelled and refunded within 30 days of receipt.
Questions? Contact ECP and IBSMA at 1.734.930.1925 or e-mail to Services@IBSMA.com.
