SAM Summit 2010 | Practitioner Symposium | May 24, 2010 | Chicago
What is SAM Summit 2010 Practitioner Symposium? SAM Summit 2010 is our ninth conference and the fifth to be held in Chicago. This unique daylong symposium will focus on advanced-level topics in software asset management, emphasizing software licensing, best practices and practical approaches for business-focused IT pros.
What’s on the agenda? Our schedule is geared for a select audience and features top speakers, case studies, panel discussions, roundtables, plus opportunities for networking and peer discussion. Sessions will address cutting-edge trends for 2010, such as software as a service, challenging vendor compliance audits, tools selection and automating license management, Oracle, IBM and Microsoft licensing developments and more. Each case study session will include presentation and moderated discussion.
Where will it be held? We selected a world-class venue on Chicago's Miracle Mile and close to the subway, museums and restaurants. This international city is an ideal location and a favorite among SAM Summit attendees.
Who will attend? Like past successful SAM Summits, we expect sophisticated and experienced end-user attendees who are looking for tips and solutions for challenging—and in some cases, maturing—software and IT asset management environments.
The call for presenters is closed. We will announce the agenda in early February. Registration is open and the early bird discount ends March 15. We look forward to seeing you at SAM Summit 2010.
Course and Symposium Location
University of Chicago Center
450 North Cityfront Plaza Drive
Chicago, Illinois 60611
312-464-8660
Symposium and post-conference courses and registration are listed below.
Practitioner Certificate in Software License Management (PCSLM)
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.
Choose from the following locations and dates:
PCSLM - Chicago - May 23 $595.00
PCSLM is for IT pros, consultants and corporate staff learning the essentials of software license compliance and how to conduct self-audits.
This classroom course is a four-hour condensed overview to prepare you for the PCSLM exam. Course fee includes one copy of the Study Guide and the online exam. The session begins at 1:00 p.m. and ends at 5:00 p.m.
Assessing Software Asset Management Processes (according to ISO/IEC 19770-1) PCSAM
Course level: Practitioner Certificate Course
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. The course is also useful in creating a SAM program scorecard.
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. We’ll show you how to conduct a high-level SAM-process assessment using ISO/IEC 19770-1 as a framework.
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. 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.
Upon completion of the session students may take the optional certification exam. Students passing the test will receive IBSMA’s PCSAM certificate. Course details
The course runs from 8:30 am to 4:30 p.m. both days. The optional two-hour exam will be given on the second day. The exam is included in the course fee. Space is limited to 12 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.
The course fee includes a charge of $250 to cover licensed ECP and ISO materials. All attendees will receive a copy of ISO/IEC 19770-1 and presentation materials (paper copy only, PDF not available). The self-assessment guide and tool are available for purchase separately.
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:
PCSAM - Chicago - May 25 $895.00
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).
PCSAM Online Exam Fee $150.00
Online exam fee for one-day and PCSAM recertification course. Each person taking the exam must attend the Assessing Software Asset Management Processes (PCSAM) course. The exam takes approximately 2.5 hours to complete.
Oracle Licensing & License Management Training - Chicago - May 25-26 $1,495.00
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 Chicago.
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
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
Substitution and Cancellation Policy (2010) 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 (http://www.ecpweb.com/events.html). 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 734-930-1925 or e-mail to Services@IBSMA.com.
Practitioner Certificate in Software License Management (PCSLM)
Assessing Software Asset Management Processes (according to ISO/IEC 19770-1) PCSAM 
Oracle Licensing & License Management Training - Chicago - May 25-26
