SAM Summit 2015

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Save $200. Register by May 15.

SAM Summit 2015: June 8-10 in Chicago

What is SAM Summit? This unique 2.5 day summit will focus on beginner to advanced-level topics in software asset management, software licensing, contracting and compliance, plus emerging developments in SAM. SAM Summit 2015 is our 16th conference. Space is limited! Register early for the best discounts and promotions.

“SAM Summit is an extremely intense event because there are so many strong forces affecting how software is licensed and managed today,” said Steven Russman, executive director of the International Business Software Managers Association. From licensing in cloud environments and on mobile devices to increased piracy and compliance audits, software asset managers have more to juggle today than ever, he said.

What’s on the 2015 agenda? Our 2.5 day schedule is geared for a select audience and features top speakers, case studies, panel discussions and roundtables, plus opportunities for networking and peer discussion. Sessions address cutting-edge trends for 2015, such as software-as-a-service, SAM and data privacy and data security, plus compliance clinics, peer networking discussions and workshops and license management strategies for Oracle, IBM, Microsoft and others. We've organized the agenda into tracks and sessions for intermediate and advanced-level attendees. View the 2015 agenda.

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Where is it held? Chicago's Gleacher Center, a world-class venue downtown on Chicago's Miracle Mile and close to the subway, museums and restaurants. This international city is an ideal location and many of our members are within a two-hour flight. In 2015 we will take over the sixth floor for all three days, a beautiful space with views of the cityscape on three sides.

Who will attend? Like past successful SAM Summits, we expect many 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. Attendance is kept to 200 to maintain our intimate environment providing attendees ample time to mingle and network.

The 2014 conference is done, but you can review the highlights. Click here to download an overview with pictures and article links (PDF file).

Plan now to attend SAM Summit 2015 in Chicago. Follow us: Twitter at @SAMSummit_IBSMA or LinkedIn for the latest updates.

What's New for 2015

  • 60-plus beginner, intermediate and advanced-level sessions
  • Aspera, IBM, Cetrus, Belarc, Flexera, 1E and other product demos
  • More networking time
  • Deep-dive sessions with the experts
  • IBM, Oracle and Microsoft dedicated tracks
  • Amazing mobile app. Download materials and stay connected.
  • Special event night
SAM Summit 2015

Summit Sessions

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Summit sessions will be held June 8 and 9, 8:30 a.m. to 5:00 p.m. and June 10, 8:30 a.m. to 1:00 p.m.

For 2015 we will feature 60-plus sessions, 40-plus new for 2015, in 7 tracks including panel discussions, breakouts, small group discussions, user groups, tool demonstrations and more. Sessions will be identified by experience level (beginner, intermediate and advanced levels) and topic (Sponsors & Demos, Hot Topics, Shop Talk, Networking and Education) plus dedicated Oracle, IBM and Microsoft tracks.

View the agenda

The detailed agenda, with full session descriptions, is available for download (PDF).

SAM Summit 2015 Sponsors & Exhibitors

Sponsors and exhibitors may contact IBSMA for a sponsor information pack. Call 1.734.930.1925 or e-mail Services@IBSMA.com.

 

1E

1E empowers the world’s largest organizations to simplify and speed up the complete software lifecycle, from request to delivery, management, retirement and procurement of software. In the digital age, businesses must rapidly create new opportunities and for that they need fast, agile IT. Through its suite of easy to use, fast and secure tools, 1E automates each stage of the software lifecycle, providing consumer grade self-service with enterprise grade governance. For more information, please visit: 1e.com.


Aspera

Aspera is a highly specialized provider of strategic license management solutions. Our unique service based approach has been successfully implemented in international projects since 2000. More than 200 enterprises—including over 35 Fortune 500 companies—rely on Aspera’s license management expertise for software license optimization and strategic audit defense. Visit Aspera.com.

Belarc.com

Belarc’s products offer a combination of accurate discovery and automated asset and software license management.   Discovered instances and usage of products such as Microsoft Office, SQL Server, Windows Server, Visio, Project, Oracle, Adobe and more, are automatically linked to purchase records and licensing rules, to help automate your IT asset management and SAM processes. For additional information visit Belarc.com.

Cetrus

Cetrus is the leader in application use data capture for software asset optimization. Headquartered in San Ramon, CA, it provides a SaaS platform which captures real-time usage data on downloaded software applications to help enterprises and software developers understand when and how applications are used for business purposes including license spend optimization, use reimbursement, and software rental and usage tracking. Visit Cetrus.com

Flexera Software

Flexera Software is the leading provider of strategic solutions for Application Usage Management solutions delivering continuous compliance, optimized usage and maximized value to application producers and their customers. Flexera Software is trusted by more than 80,000 customers that depend on our comprehensive solutions—from installation and licensing, entitlement and compliance management to application readiness and software license optimization. Visit Flexerasoftware.com.

IBM.com (Tools track sponsor)

Gain maximum security, compliance and efficiency. IBM Enterprise Endpoint Management solutions combine endpoint management and security into a single solution. It enables enterprise-wide real-time visibility so you can manage all your physical and virtual assets. It helps your organization to keep endpoints secure, healthy, compliant and running at peak performance; reduce management complexity and cost, increase accuracy and boost productivity, and; collapse management actions from months to weeks and from days to hours. For more information, visit IBM.com/software/tivoli/solutions/endpoint/?s_pkg=bfmw.

Location & Hotel Info

SAM Summit 2015 sessions will be held at the University of Chicago Gleacher Center Conference Facilities.

450 North Cityfront Plaza Drive
Chicago, Illinois 60611
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 Gleacher 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.

Driving directions and parking information for the conference center.

Hotel Accommodations

InterContinentalChicago InterContinental Chicago Exterior
InterContintal Chicago Exterior
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InterContinental Chicago Lobby

Book your hotel room at the InterContinental Chicago and receive a $100 VISA gift card.*

IBSMA has a block of rooms available at the InterContinental Chicago Hotel, a four-star hotel located at 505 North Michigan Ave. The group rate is $289/night plus taxes. The hotel is one block from the conference center. Contact the hotel directly and mention IBSMA SAM Summit Conference or group code IUL to book your room at the preferred rate. Click here for online booking. The hotel will continue to offer the group rate until the block is full. The cutoff date for group bookings is May 8, 2015. Map of local area

*Send your confirmation number to IBSMA and you'll receive a $100 VISA gift card at check in. Minimum stay is two nights between June 7 and 9, 2015. Does not apply to prior purchases. Offers ends April 24 and may be withdrawn without notice.

We also suggest the following hotels. Those marked with * are within walking distance. For recommendations contact IBSMA. Reserve early.

Sheraton Chicago Hotel & Towers*
301 East North Water Street
312.464.1000

Hilton Suites Chicago/Magnificent Mile
198 E. Delaware Place
312.664.1100

InterContinental Chicago*
505 North Michigan Ave.
312.944.4100
Chicago Marriott Downtown*
540 North Michigan Ave.
312.836.0100
Hyatt Regency Chicago*
151 East Wacker Drive
312.565.1234
Chicago Courtyard Downtown (Marriott)*
165 East Ontario St.
312.573.0800

Fairmont Chicago*
200 North Columbus Drive
312.565.8000

Omni Chicago Hotel*
676 North Michigan Ave.
312.944.6664

Crowne Plaza Allerton*
701 North Michigan Ave.
312.440.1500
Sofitel Chicago Water Tower
20 East Chestnut St.
312.324.4000

Chicago Visitor Information

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.

Education & Networking

June 7 | 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 in the lobby.

June 8 | 5:15–6:30 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 9 | 6:00–10:00 p.m. | Evening of Fun at The Second City

Second City

Back by popular demand! This event was such a huge success in 2014 that we're planning another extra special evening of fun at The Second City, the world's premier comedy club/theatre and school of improvisation. We'll start with dinner and then head to The Second City for the Panic on Cloud 9 show. Conference attendees will receive details at SAM Summit.

June 10-12 | SAM Summit Conference & Certification Courses

IBSMA Course Registration

June 10 Practitioners Certificate in Microsoft License Management (PCMLM) Details
June 10-11 Practitioners Certificate in Oracle License Management (PCOLM) Details
June 11-12 Practitioners Certificate in IBM License Management License (Basic/Advanced PCILM) Details

All courses will be held at the University of Chicago Center Conference Facilities.

For additional IBSMA courses click here.

About IBSMA

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.

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 2015 | Chicago, June 8-10, 2015

Effective Feb. 1 the early registration discount will be $400. Effective April 16 the early registration discount will be $200. After May 15 there will be no discount. No refunds of conference fees after May 25. See our policy.

SAM Summit conference alumni contact IBSMA for your 2015 alumni discount code. E-mail Services@IBSMA.com.*

Conference registration fee includes all conference sessions, meals, reception and materials. Hotel accommodations are not included in the conference fee. Discount coupons listed on check-out page. Select items and proceed to check out. To use a purchase order or for direct billing, contact IBSMA at 734.930.1925 or e-mail Services@IBSMA.com. Full payment is due June 1, 2015. Registrations using early bird discounts must be paid at time of order with a credit card. For groups, contact IBSMA to request a group discount coupon. Group discounts may not be applied to prior registrations. Rates subject to change without notice.

SAM Summit Chicago Hotel Promotion

Extended to April 24. Book your hotel room at the InterContinental Chicago and receive a $100 VISA gift card.*

IBSMA has a block of rooms available at the InterContinental Chicago Hotel, a four-star hotel located at 505 North Michigan Ave. The group rate is $289/night plus taxes. The hotel is one block from the conference center. Contact the hotel directly and mention IBSMA SAM Summit Conference or group code IUL to book your room at the preferred rate. Click here for online booking. The hotel will continue to offer the group rate until the block is full. The cutoff date for group bookings is May 8, 2015. Map of local area

*Send your confirmation number to IBSMA (e-mail Services@IBSMA.com) and you'll receive a $100 VISA gift card at check in. Minimum stay is two nights between June 7 and 9, 2015. Does not apply to prior purchases. This offer is subject to withdrawl without notice. Conference alumni $100 discount may be combined with other discounts.


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Price $2,295.00 $2,195.00 $2,095.00
On Sale! $2,095.00 $1,995.00 $1,895.00
EARLY REGISTRATION RATES END MAY 15.

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SAM Summit 2015 | Day Pass for June 8 or 9, 2015
$995.00

Looking for a daylong SAM Summit experience? The registration fee includes all materials and conference meals, breaks, conference general sessions, networking time, the reception (June 8) or event night (June 9), and access to the exhibit floor. Valid for one day only. To attend the full conference purchase a full conference pass.

Select from the options below. To opt out of information sharing with the sponsors, please write OPT OUT OF INFORMATION SHARING in the comments box, after you add this item to your shopping cart.

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PCOLM Oracle License Management

IBSMA.com

Course level: Practitioner Certificate Course (PCOLM)

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 10 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 instructors
Max Ablimit is the founder of Tarim Consulting and an Oracle licensing expert, based in the San Francisco Bay area. Ablimit is a veteran of Oracle License Management Services (LMS) with 10 years work experience in license compliance and six years with Oracle. During his tenure with Oracle, Ablimit received technical and commercial training in Oracle's license policy for database, middleware and applications, including advanced expertise in Oracle business practices and go-to-market strategies. Ablimit has managed more than 500 Oracle license audits and contract negotiations. He is a Certified Software Asset Manager (CSAM). For more on Max, click here.

Melissa Cortale is an Oracle licensing expert and founder of CorTek Global Solutions, an IT services and software asset management (SAM) consulting firm. Melissa gained extensive knowledge of Oracle’s licensing, support, business practices, and go-to-market strategies as a technology sales manager at Oracle where she negotiated more than 300 transactions and sold over $50 million in software. Melissa provides her CorTek clients with strategies for reducing spend and maximizing Oracle investments. Melissa holds a Bachelors Degree in electrical engineering from Tulane University and a Practitioners Certificate (PCOLM) in Oracle License Management from IBSMA. For more on Melissa, click here.

Note: Instructor varies by location. Check with IBSMA for instructor details.

Course format
The course length is 1.5 days from 8:30 am to 4:30 p.m the first day and from 8:30 a.m. to 12:30 p.m. the second day. 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.

This course may be offered in a condensed daylong format from 8:30 a.m. to 5:00 p.m. Condensed courses will cover all modules and move at a rapid pace. The optional one-hour exam is included in the course fee.

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. 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.

Revised March 17, 2015.


Quantity   1      2      3+  
Price $1,490.00 $1,440.00 $1,390.00

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Advanced PCILM IBM License Management

IBSMA.com

Course level: Basic Plus Advanced Practitioner Certificate Course (PCILM)

This item listing contains an overview of the Basic and Advanced IBM Practitioner Certificate Courses. Effective April 1, 2015, the Basic and Advanced course are combined into a 1.5 day course.

Day 1: Overview of Basic IBM License Management Course (classroom course)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices.

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
  • Discussion of key IBM license metrics such as PVUs and Authorized Users
  • Steps to create an IBM license compliance report
  • IT asset management and SAM tools: How they can be used, and what are their limitations
  • How to prepare for and manage an IBM license compliance audit
  • Introduction to specialty topics such as sub-capacity licensing, ILMT, advanced metrics, backup/temporary use
  • 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 detailed course outline.

IBSMA.com

Day 2: Overview of Advanced IBM License Management Course (classroom course)
Managing IBM license compliance can be challenging for even the most experienced IT asset managers. And the dynamic nature of IBM software licensing requires a continuous review of IBM compliance management processes and practices. Day 2 builds on the basic concepts covered in day 1.

What you'll learn
Using a combination of lecture, discussion and exercises, we cover the following topics:

  • Review of detailed audit procedures for common license metrics and products, such as Cognos, DB2, Lotus, Rational, WebSphere and Tivoli
  • Common licensing grey areas, and how to mitigate license compliance risk
  • IBM license compliance management in large organizations
  • Real-life cases providing examples on how to effectively deal with an IBM license audit
  • In-depth discussion on specialty topics such as sub-capacity licensing, less common license metrics/products, recent licensing changes

Day 2 will include various hands-on exercises using case studies. Attendees are invited to indicate specific topics of interest. Click here for a detailed 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 1.5 days. Day 1 runs from from 8:30 a.m. to 4:30 p.m. Day 2 runs from 8:30 a.m. to 12:30 p.m. Complete the course and take the optional two-hour exam online. The exam is included in the course fee. Students passing the test will receive IBSMA's PCILM certificate.

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.

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.


Quantity   1      2      3+  
Price $1,490.00 $1,440.00 $1,390.00
Effective April 1, the basic and advanced class are combined.

Select the sessions from the options below. Add to cart to view final price:
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Practitioners Certificate in Microsoft License Management (PCMLM) | Classroom Course

PCMLM Microsoft License Management

Course level: Practitioner Certificate Courses (PCMLM)

Overview of Practitioners Certificate in Microsoft License Management Course (classroom course)
Navigating Microsoft's complex software licensing rules and programs is challenging for businesses of all sizes and industries. This course offers an in-depth review of several key Microsoft enterprise licensing products and includes a review of licensing best practices and compliance gotchas. Participants build and develop software and license management skills that directly transfer from the classroom to the workplace.

This live classroom course is designed for new and experienced IT managers and IT decision makers, IT procurement and purchasing professionals, software asset managers, licensing managers, and system architects who want to build on foundational knowledge of Microsoft volume licensing.

What sets this course apart from others
IBSMA brings you this course in association with Broomstick LLC, a software licensing eduction provider. The course follows a step-by-step practical, real-world scenario-based training approach. You'll walk away with a solid foundation in the latest Microsoft licensing principles that you can apply at your workplace.

Broomstick's instructors are former Microsoft licensing and compliance professionals with in-depth knowledge and experience with Microsoft licensing and audit practices.

What you'll learn
Attendees will build knowledge of key Microsoft licensing products and learn best practices for managing Microsoft licenses to avoid common mistakes that cost money and create compliance risks.

Note: This course assume a working knowledge of basic Microsoft licensing terms.

Course outline
Using a combination of lecture, discussion and real-world scenarios, we cover the following topics:

Microsoft Office Licensing scenarios
Microsoft Windows Server licensing, including virtualization
Microsoft SQL Server licensing, including virtualization
Microsoft Exchange licensing
Microsoft license management best practices
Common licensing errors that lead to compliance risk

Course outline in detail
1. Review of important Microsoft licensing concepts:

Review of foundational Microsoft Licensing concepts including licensing types, perpetual vs. non-perpetual licensing, versions and editions, client access licenses, licensing models, license reassignment (90 day rule), license mobility within a server farm, server virtualization, application virtualization, software assurance, downgrade rights and virtual desktop access license.

2. Microsoft Office licensing

Microsoft Office licensing essentials for desktop and network server deployment.
Licensing best practices and common licensing errors that lead to non-compliance.
Exercise: Microsoft Office Licensing and Office Network Server scenarios.

3. Microsoft Windows Server licensing (including virtualization)

Microsoft Windows Server licensing essentials including Window Server virtualization and user and device client access licensing.
Licensing best practices and common licensing errors that lead to non-compliance.
Exercise: Microsoft Windows Server licensing required for external users accessing Windows Server, licensing Windows Servers for more than two physical processors, plus virtualized Windows Server farm (static and dynamic).

4. Microsoft Exchange licensing

Microsoft Exchange licensing essentials including Window Server virtualization and user, device and based and additive CAL client access licensing.
Licensing best practices for Microsoft Exchange and common licensing errors that lead to non-compliance.
Exercise: Microsoft Exchange licensing scenarios, required licensing for enabling access for external devices and advanced features

5. Microsoft SQL Server licensing (including virtualization)

Microsoft SQL Server licensing essentials including SQL Server virtualization and user and device client access licensing.
Microsoft SQL Server licensing best practices and common licensing errors that lead to non-compliance. Additional topics include alternative licensing for non-production SQL Server, SQL active and passive licensing, prior version licensing, dynamic movement of virtualized servers within a farm, SQL Server Enterprise per core, SQL Server standard licensing for server, CAL and core model, licensing individual virtual machines using SQL Server, CAL and core models.
Exercise: Required licensing when using SQL standard per server or CAL licensing model, SQL standard per core licensing model and licensing for environments with large number of IT users.

6. Common licensing errors that lead to compliance risk

Review of common licensing errors that place companies and organizations at compliance and financial risk. This section draws on the instructor's extensive experience with Microsoft license reviews.

7. Microsoft licensing management best practices

Review Microsoft licensing management best practices that directly transfer from the classroom to the workplace and help companies optimize and save money on Microsoft software. This section draws on the instructor's extensive experience with Microsoft license reviews.

The expert instructors
Stewart Rozas is the Director of Licensing Training Programs at Broomstick, LLC, and is considered an expert on Microsoft volume licensing programs. In his 12 years with Microsoft he worked in sales and end-user licensing compliance and spent several years managing volume licensing compliance programs Microsoft’s U.S. license and contract compliance organization. Stewart is a Microsoft-certified licensing professional.

Course format
The course length is 1 day from 8:30 am to 4:30 p.m. This exam for this course is being developed. Attendees may take the exam when avails in mid 2015. Until then you may request a certificate of completion. Contact IBSMA after you complete the course to receive your certificate.

The course is also available for on-site instruction at your organization or event.

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. 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.


Quantity   1      2      3+  
Price $990.00 $940.00 $890.00

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