IBSMA director Steven Russman (third from left) pauses with presenters from KPMG and IBM at the Welcome Reception. Below: Charlie Betz (Enterprise Management Associates) covers SAM tools.
The SAM Summit, in Chicago June 26-28, is a gathering place for the top software asset management pros from across the globe, offering unparalleled opportunity to network and discuss industry-wide issues. Seasoned asset managers, or those just launching their SAM programs, will find plenty of opportunities to grow their skills and deepen their knowledge in a professional environment that's receptive to all levels.
The core-level sessions include the Basics of Microsoft Licensing, an Introduction to Vendor Engagement and Management, and don't miss Making SAM and IT Service Management Work Together: Practical Dos and Don’ts.
SAM executives will find innovative and actionable information from a host of advanced-level sessions including Licensing Implications for Running SAP and Oracle in the Cloud, Live Q&A: Oracle Licensing, Procurement & Compliance, and Fixing Problem "Big Data" Software Agreements from Startups. Review the schedule.
Every year the SAM Summit welcomes IT asset professionals, SAM managers, configuration managers, IT auditors, software compliance managers, IT process and service managers, SAM tool developers, and others in related fields from both medium-sized and large corporations. This year, come see what the industry buzz is all about.
Need help convincing your boss? Use our handy convince-your-boss letter that outlines the benefits attending this conference will bring to your organization. Download the letter.
SAM Summit 2012 Attendees Walk Away with Insider Tips, Exclusive Knowledge
A sell-out crowd of software asset management pros from across the globe gathered at the 10th SAM Summit in Chicago, hosted by the International Business Software Managers Association (IBSMA). They came to gain critical knowledge and insights designed to grow their careers and boost their organizations' profitability. They came to share best practices, discuss challenges and learn the latest industry trends and strategies at more than 35 sessions, and they weren’t disappointed.
If you weren’t among the 130 attendees at this exclusive gathering, you missed out on learning what’s innovative in the next generation of SAM and license management tools from a panel of top vendors, as well as what’s driving SAM and license management in 2012, an in-depth presentation by IBSMA Executive Director Steven Russman.
Industry analyst Amy Konary of IDC delivered one of this year’s top-rated sessions on key trends and predictions in software pricing and licensing. Attendees were also impressed with the detailed case study of Global SAM at BMW with Bernhard Boehler from Aspera and Paul DeGroot’s eye-opening insight into Microsoft Licensing for Mobiles and Tablets. “The lively discussions and first class speakers helped make this summit one of the best we’ve ever had,” said Russman.
The buzz at the networking sessions, at the roundtables and in the hallways focused on audits, of course—specifically how to manage and avoid them. Insiders from IBM and Microsoft along with auditors from KPMG revealed their best tips for mastering audits while Carol Nicola of Liberty Mutual Insurance, presented her knowledgeable dos and don’ts of major supplier audits. “The heavy concentration on audit was timely,” noted one attendee. “I had high expectations and the conference met them.”
Attendees enjoy networking over lunch and the Gleacher Center's collegial atmosphere.
High Praise for Networking Sessions
On the feedback survey, attendees said they were “impressed with the topics covered and how it was organized” and that the “sessions covered a wide range of topics and presenters were very knowledgeable.” The highest praise from veteran attendees went to the roundtable discussions described as “stimulating!” In fact, the 2012 SAM Summit included more opportunities to network and share ideas that ever before and attendees took part eagerly.
“The networking was great!,” said one attendee. “I liked the presentations from auditors, experts, consultants and other mature SAM users.” “I learned a lot and all of my questions were answered,” said one first-time attendee. “I will surely recommend this event to my team.”
If you didn’t take advantage of the insider tips and exclusive knowledge shared at the 2012 event, plan now to attend June 26–28, 2013.
Review the 2013 schedule, packed with more than 60 sessions in five tracks, covering licensing, compliance, contracts and vendor management, tools and services and hot topics, plus dedicated sessions for vendors. Session options include roundtable discussions, workshops, breakouts and conference panel discussions.
Visit these sponsor and exhibitors at SAM Summit 2013:
Aspera is a highly specialized provider of software asset management solutions. Our unique service-based approach has been successfully implemented in international projects since 2000. More than 130 enterprises–including numerous Fortune 500 companies–rely on Aspera's license management expertise. Visit Aspera.com.
HP is one of the world’s largest providers of information technology infrastructure, software, services and solutions to individuals and organizations of all sizes. At HP we work to make what you do matter even more. HP Software is one of HP’s premier product divisions and focuses on making your applications and information work for you. HP offers market leading software and solutions to help you solve your most vexing challenges including our leading HP Asset Manager software solution—which helps you optimize your expenditure on software licenses while keeping you compliant. Visit HP.com/go/assetmanagementsoftware.
Established in 2002, iQuate is a privately owned company, with its HQ in Dublin, Ireland and regional offices in San Francisco, Sydney and Sao Paulo. iQuate is the global leader in IT inventory and discovery. We develop iQSonar—the most complete and accurate inventory technology available on the market today. This technology delivers complete, continual and accurate visibility of highly complex physical, virtual and cloud environments. Our verifiably accurate inventory improves the critical business decisions that control costs and mitigate risks. Visit iQuate.com.
License Dashboard combines unrivalled SAM and software licensing expertise with professionally-developed software solutions designed to help both large and fast-growing organizations manage their software expenditure, minimize costs, optimize utilization and streamline the entire software lifecycle.
From point-in-time Effective Licensing Position (ELP) programs, through to on-going license compliance and Software Asset Management initiatives, License Dashboard's advanced portfolio of solutions and professional services will help you establish, understand, optimize and manage your software licenses. All of which can lead to savings of up to 30% in your overall IT expenditure.
Miro Consulting helps companies analyze and negotiate enterprise software contracts—specifically Microsoft and Oracle licensing. In addition, the company offers software asset management consultation services. Since 2000, the NJ-based company has negotiated over $1.5 billion in software licensing transactions. Miro has helped 500-plus clients throughout North America to optimize their total cost of ownership (TCO). Visit MIROConsulting.com.
NPI helps clients eliminate overspending on IT, telecom and shipping. Extensive market data is combined with vendor-specific expertise and proprietary costing models to provide price analysis, benchmarking, contracting, RFP, vendor auditing and other cost optimization services. NPI analysts consistently identify 7-figure savings for clients. Services are self-funding–fees are 100% performance based. Visit NPIFinancial.com to learn more.
450 North Cityfront Plaza Drive
Chicago, Illinois 60611
312.464.8660 Map of local area
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 a few rooms available ($239/night, plus 14.5% tax) at the InterContinental Chicago Hotel, a four-star hotel located at 505 North Michigan Ave. The hotel is one block from the conference center. These rooms are reserved for conference attendees June 23 to 28, 2013. For alternate nights, contact the hotel directly and mention IBSMA SAM Summit 2013.Map of local area
Click here for the hotel online booking page to reserve a room (at current rates, subject to availability) or call 800.628.2112 or 312.944.4100. Be sure to remove group code CHD when you check availability online.
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.
June 24-25 | SAM Summit Conference & Certification Courses
Advanced-level certification courses and seminars will held June 24-25, 8:30 a.m. to 5:00 p.m. Additional fee for these sessions. SAM Summit attendees receive $100 discount on these course.
June 24 Assessing Software Asset Management Processes & Creating a SAM Scorecard (PCSAM). The optional exam is offered June 25, 9:00 a.m. to 12:00 p.m. Details
June 24 Practitioners Certificate in Software License Agreements (PCSLA) Details
June 24 Practitioners Certificate in Oracle License Management (PCOLM) Details
June 25 Practitioners Certificate in IBM License Management (PCILM) Details
June 25 Cloud Computing Risk Mitigation Via Contract Negotiation, Vendor Management Details
June 25 | 5:00–7:30 p.m. | Registration & Conference Services
SAM Summit attendees are invited to stop by the InterContinental Chicago Hotel to pick up conference materials. Look for the SAM Summit sign and registration table in the lobby.
June 26 | 6:00–7:30 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.
June 27 | 6:30–9:00 p.m. | Networking Dinner
All conference attendees are invited for dinner and drinks at Francesca's on Chestnut (200 E. Chestnut Street, Chicago 60611). Relax after a busy two days and have some fun. Space is limited and RSVP is required.
Registered attendees may RSVP to attend either of these events. Preregistration closes June 16.
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
Transitioning to cloud computing requires shifting from a technically managed solution to a contractually managed one, bringing with it a unique set of risks. This course explains the unique nature of cloud computing today, its benefits and challenges, the implications of this shift, and provides a framework for mitigating risks using contract structuring techniques and vendor management.
What you'll learn
Learn how to mitigate cloud computing's most common risks, such as those related to data location, level of service and security infrastructure. This course will help you understand the fundamentals of cloud computing and vendor management including service models and deployment models. At the completion of this course, you’ll come away with a foundation in cloud risk mitigation by understanding cloud infrastructure and security, cloud service level agreements (parameters, metrics and remedies), data protraction and access issues, along with cloud service costs and return on investment.
Course Outline
The Unique Nature of Cloud Computing
Characteristics
Services models
Deployment models
Benefits
The Paradigm Shift of Cloud Computing
Cloud Risk Mitigation Framework
Infrastructure and security
Information security
Physical security
Operations management
Service Level Agreements (SLA)
SLA parameters
SLA metrics
SLA remedies
Data Protection, Access and Location
Data ownership
Data access and disposition
Data breaches
Data location
Vendor Relationship
Costs to continue use
Termination
Mergers and acquisitions
Vendor outsourcing
The expert instructor
Thomas Trappler is the director of UCLA Software Licensing and leads enterprise-wide IT procurement and vendor management initiatives and negotiations focused on cost reduction and risk mitigation, with an emphasis on cloud computing contracts and software licensing agreements. Trappler is a nationally recognized expert in cloud computing risk mitigation and was dubbed the "Cloud Contract Advisor" by Computerworld. Thomas presents at numerous events, including Cloud Expo, CA World, Security Threats Conference, Educause Annual Conference, The Business of Cloud Computing Conference, and the Security Professionals Conference. He writes a monthly column for Computerworld regarding cloud-computing contracts and co-authored the book Contracting for Cloud Service. For more on Thomas, click here.
Course format
The course length is one day and runs from 8:30 am to 5:00 p.m. This class has no exam. Attendees may request a certificate of completion.
Dates and times
June 25, 2013 University of Chicago Gleacher Center 450 North Cityfront Plaza Drive
Chicago, Illinois 60611
312.464.8660
Materials and class size
All course materials are provided. Space is limited to 30 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
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). This course 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 ISO/IEC 19770-1. The course is also useful in creating a SAM program and a license management scorecard.
What you'll learn
At the completion of this course, you’ll come away with a foundation in assessment principles, the ability to conduct a gap analysis and self-assessment and know how SAM processes fit in the ITIL framework. This course will help you understand and apply the standard with a results-oriented team-learning approach to creating policies, processes and procedures in six process areas. Following an introduction and review of 19770-1, process areas and assessment methods, we’ll guide you through an in-depth look at six areas: control environment, planning and implementation process, inventory processes, verification and compliance, operations management and interfaces, life-cycle process interfaces. Click here for a course outline.
The expert instructor
Steven Russman, the founder and executive director of the International Business Software Managers Association, is one of the world's leading experts on ISO/IEC 19770-1. He is an author of more than 100 articles and reports on software asset management, tools assessment and industry trends, and a frequent presenter at industry conferences and seminars including IBSMA’s annual SAM Summit. For more on Steven, click here.
Course format
This classroom course runs from 8:30 a.m. to 5:30 p.m. The optional two-hour exam is offered online. The exam is included in the course fee. Students passing the test will receive IBSMA’s PCSAM certificate. This course is available for on-site instruction.
Materials and class size
The course fee includes a charge of $300 to cover licensed IBSMA and ISO materials. All attendees will receive a copy of ISO/IEC 19770-1 and presentation materials. The self-assessment guide and tool are available for purchase separately. If the minimum number of registrations is not attained we may cancel or defer this class. Classes are typically confirmed a minimum of two weeks in advance of the course date. 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 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.
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. Classes are typically confirmed a minimum of two weeks in advance of the course date. 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 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
Select the sessions from the options below.
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. Classes are typically confirmed a minimum of two weeks in advance of the course date. 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
Select the sessions from the options below. Click here for a calendar of all IBSMA courses.
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. Classes are typically confirmed a minimum of two weeks in advance of the course date. 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.
Substitution, Cancellation and Pricing Policy Substitute an attendee at any time up to the start of the course or conference. To receive a refund (less 10% of the refund amount, minimum $100, to cover credit card processing and administrative fees), 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.
We make every effort to maintain consistency in prices and discounts, however, due to market conditions, prices and discounts are subject to change without notice. Discounts and promotions may not be applied retroactively. Prices and terms in effect at the time of order. Your sales receipt is proof of purchase.
Questions? Contact ECP and IBSMA at 1.734.930.1925 or e-mail to Services@IBSMA.com.
