SAM Summit 2010
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SAM Summit 2010


Summit Schedule | Sponsors & Exhibitors | Education & Networking | Location & Hotel | Registration

SAM Summit 2010 registration open. Register today and save up to $350.

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SAM Summit 2010 is coming to Chicago, May 24, featuring the most innovative and successful SAM industry leaders and companies, will bring you the success stories, business models and program strategies you need to thrive in a changing SAM world. You'll uncover how to optimize your SAM value, prove your worth, boost your return on investment (ROI) and make the case for a robust SAM program at your company.

Arrow What is SAM Summit? This unique daylong symposium focuses on advanced-level topics in software asset management, emphasizing software licensing, best practices and practical approaches for business-focused IT pros.

This year's summit is our ninth and the fifth to be held in Chicago. Join us May 24 and you'll find case studies and expert content that will inspire you to new levels of creativity and innovation. Sessions and work groups are geared for moderate to experienced practitioners. We've also scheduled time for valuable networking and discussions, plus plenty of opportunities for one-on-one meetings with industry colleagues and vendors.

Arrow What’s on the agenda? This is the in-depth, hands-on event you've been waiting for! The sessions feature top speakers culled from IBSMA members and other industry pros. Sessions will address cutting-edge trends for 2010, such as software-as-a-service, vendor compliance audits, tools selection and automating license management. You'll also hear the latest developments from Oracle, IBM and Microsoft. Each case study session will run two hours and include practitioner and expert presentations and moderated discussion.

Arrow Where will it be held? We selected the University of Chicago's modern Booth School of Business, a world-class venue on Chicago's Miracle Mile, close to the subway, museums and restaurants. This international city is an ideal location and a favorite of our worldwide member community.

Arrow Who will attend? Just as we've had in the past, this year's SAM Summit will welcome sophisticated and experienced practitioner and industry attendees who are looking for tips and solutions for challenging—and in some cases, maturing—software and IT asset management environments. Registration is limited to 60 and you should register early for the best discounts and to ensure your space.

Arrow What's included in the registration fee? In addition to five in depth and cutting-edge sessions and materials, you'll enjoy a networking lunch, plus informative presentations from our vendor sponsors. There will also be a post-conference cocktail and appetizer reception where the SAM Practitioner of the Year Awards will be presented.

On this SAM Summit 2010 page you'll find details on the sessions, additional education opportunities, hotel and travel, sponsors and more.

Arrow SAM Practitioner of the Year Awards  The winners of the International Business Software Managers Association fifth annual SAM Practitioner of the Year Awards will be honored at a special ceremony at SAM Summit. Submit your nomination by April 16.

Read about the 2008 winners in Profiles in Excellence. (This article is available from IBSMA.com.)

SAM Practitioner of the Year Award

Arrow Special Pre-Summit Social Events and Education  Arrive early in Chicago or extend your stay and attend a pre-summit social networking activity or professional education course. Details

SAM Summit 2010 is sponsored by the International Business Software Managers Association (IBSMA) and ECPweb.com.

Here's what attendees of past SAM Summits, held in Chicago, said about the conference:

“I enjoyed the ‘SAM family’ atmosphere. The conference was the right size to interact and share experiences.” – David Maraia, The Hartford

“Expert speakers and qualified advanced participants.” Scott Lemm, University of Michigan

“The setting was excellent. The organization very good. The software compliance panel discussion and seminar were worth the trip.” Kate Besso, Kaiser Permanente

“I liked the mix of roundtables and presentations, best practices and how other companies met the challenges of implementing SAM.”
Jeremy Cormier, Wellpoint Inc.

“I enjoyed the panel discussion with Microsoft, Oracle, SIIA and [attorney] Rob Scott.”Tracey Schildt, SC Johnson & Son, Inc.

“I’m going to be able to take a lot of the content discussed and integrate it with process definitions within our team.”
Kathleen Rich, Ernst & Young

“The [conference] information gave me a better understanding of what I need to address with my company.” Sherrill Whelan, Anixter Inc.

Chicago, May 24, 2010

8:30–9:00 | Conference Welcome and Director's Address

9:00–10:45 | Case Study Pioneer Natural Resources Takes Charge with Software and IT Service Management Process Automation

Part 1. The journey from paper-based asset management to a robust integrated system of automated service and asset management and discovery tools took IT asset manager Bonetia Williams several years to accomplish. But the end result is a sophisticated and effective money- and time-saving program. In this session, Williams, from Texas-based Pioneer Natural Resources, will share her tips on tool selection, building a business case, management of desktop software and virtual machine licenses, along with purchasing, vendor and contract management.

Part 2. Jill Powell, consultant and advisor to Pioneer Energy on implementation and process design, offers concrete suggestions and her perspectives on project design, planning and implementation for this state-of-the-art system.

Part 3. Following the presentation, moderator Steven Russman will lead an interactive discussion on process improvement and best practices, and you'll come away with real next steps you can apply to your program.

Presenters: Bonetia Williams, IT Asset Manager, Pioneer Natural Resources and Jill Powell, Consultant, ManageSoft. Moderated by Steven Russman, IBSMA.

Topics covered: Tool evaluation, needs assessment, business justification, budget, infrastructure considerations, integrating tools, process assessment, process design, staffing, lessons learned, automating license management

10:45–11:00 | Break (coffee in the Exhibit Hall)

11:00–12:45 | Case Study University of St. Thomas Manages the Impact of Online Service Offerings

Part 1. The potential benefits of SaaS (software-as-a-service) are intriguing, but IT managers rightly worry about losing control of data, security and service quality. Yet, a well-crafted contract with your SaaS provider will set mutual expectations for a functional partnership. Hear firsthand from Thomas Oscanyan, IT manager at St. Thomas University, on the lessons he learned while establishing an acquisition policy for decentralized IT departments and educating end users on the ins and outs of IT procurement. Oscanyan is a 2008 winner of the IBSMA SAM Practitioner of the Year Award.

Part 2. David Ochroch, a favorite SAM Summit presenter, builds on the material presented in part one and will detail how to navigate the trickiest SaaS contract areas and how to get the most from your SaaS program.

Part 3. Moderator Cynthia Farren will guide the discussion and bring real life and best practices together in a session wrap-up that will explore audience concerns, suggestions and tactics for this emerging area.

Presenters: Thomas Oscanyan, University of St. Thomas and David Ochroch, DNO Consulting. Moderated by Cynthia Farren, Cynthia Farren Consulting.

Topics covered: Software as a service, offsite data management, procurement policies, vendor management, software licensing, outsourcing, contracting for services

12:45–1:45 | Lunch in the Expo Hall and Exhibitor Presentations

Network while you enjoy catering from chef Wolfgang Puck's world-famous restaurant during the lunch break.

Looking for a lunch alternative? SAM Summit exhibitors will offer informative presentations and hands-on demonstrations during the lunch break.

12:45–1:15 | Chaos to Control: Continuous Compliance Helps You Avert the Panic During a Software Audit

Ensure continuous compliance with BigFix. BigFix DSS SAM offers real-time monitoring, reporting and usage patterns for intermittently and continuously connected computing devices. IT pros use BigFix to ensure continuous compliance with user-defined configuration, security and software license policies and data is at your fingertips whenever you need it. Cutting-edge agent and relay architecture shorten implementation timeframes to hours or days for even the largest heterogeneous computing environments. Attend this session and learn how BigFix creates unprecedented time-to-value.

Presenter: Jeff Spitulnik, director of product management, BigFix, Inc.

1:45–3:30 | Case Study Liberty Mutual Insurance Tackles Next-Generation License Management

Part 1. Liberty Mutual Insurance blazed new trails when it launched hardware asset management and installed one of the first asset repository tools in the 1990s. More than fifteen years later, the group is going strong, showing a return on investment and supporting IT service management and governance initiatives. In this session, software asset managers Andrea Smith and Leah Lisowski offer highlights of the company's long trek to excellence, including lessons learned. They will describe how to build and sustain a world-class SAM initiative and the steps they take marketing the value of SAM through a multi-year enterprise project to align company-wide IT purposes and goals, and increase efficiency.

Part 2. Russ Parker, chief technologist for SAM consultancy Minerva Enterprises, will describe and demonstrate how Liberty Mutual uses technology to automate manual software reconciliation processes.

Part 3. Our professional moderator will offer insights and an objective view on making SAM a profitable reality in large organizations.

Presenters: Andrea Smith and Leah Lisowski, Liberty Mutual Insurance with Russ Parker, Minerva Enterprises.

Topics covered: License management tools, license compliance, license models, process assessment, metrics, software audit, tools for managing virtualized software, managing a mature infrastructure, IBM license management, Oracle license management

3:30–3:45 | Break (coffee in the Exhibit Hall)

3:45–5:00 | Ask the Experts: Software Publisher Panel on Preparing for a Compliance Review

Don't miss this one-of-a-kind panel of software industry experts in a lively and informative presentation and discussion of how you can prepare for a publisher's compliance review. Hear first hand from software company representatives on what you can do to ready your organization and how to make the process run smoothly and quickly. We provide tips, suggest tools and dispel the myths and misinformation. Plus, you can ask questions and challenge the authorities. Oracle and EMC are confirmed presenters. Others to be announced.

5:00–5:45 | Town Hall Meeting and Conference Wrap Up

5:45–7:00 | Reception, Awards Presentations and Prize Drawings in the Exhibit Hall

 

SAM Practitioner of the Year Award

The SAM Practitioner of the Year Awards will be presented at 6:00, followed by a drinks and appetizer reception. Prize drawings will be held at 7:00.

 

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Stop by for an informative review of the latest options from leading software and service vendors. Exhibits will be open during meals, breaks and the evening reception. Meet these companies at SAM Summit:

           BIGFIX                     

For information on exhibit and sponsor packages, contact ECPweb (e-mail: Inquiry@ECPweb.com or call 734.930.1925).

 

IBSMA Industry Members support 2010 programming. For details on industry members visit IBSMA.com.

IBSMA Industry Member 2009-10

  • Acrodex
  • Adobe*
  • Aspera GmbH
  • Autodesk
  • BDNA/PS'Soft
  • BigFix
  • CA*
  • Eracent
  • Express Metrix*
  • Flexera Software
  • KPMG LLP
  • ManageSoft*
  • Matrix 42
  • Minerva Enterprises
  • Oracle*
  • Siwel Consulting
  • Symantec
  • USU AG
  • webINTELLECT

    * Founding members of the association

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May 23 | 1:00–5:00 | Practitioners Certificate in Software License Management (PCSLM)

Attend this condensed session of the PCSLM course. See course details and registration.*

May 23 | 6:00–8:00 | Social event to be announced.

May 24 | 8:00 | First-time Attendee Orientation

First-time attendees to SAM Summit are invited to an orientation breakfast. We'll cover how to get the most out of your conference experience and answer questions on sessions and speakers. Look for details in the conference book or ask at the registration desk.

May 25 | 8:30–5:00 | Assessing Software Asset Management Processes Course (PCSAM)

This is an intensive daylong version of the two-day course focusing on conducting a process assessment and developing a SAM scorecard. This session does not include the certificate exam. The exam is available online for an additional fee. See course details and registration.*

May 25-26 | 8:30–4:30 | Oracle Licensing & License Management Training

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. See course details and registration.*

*Additional fee for these events and courses.

 

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

Gleacher

450 North Cityfront Plaza Drive
Chicago, Illinois 60611
312.464.8660

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.

Driving directions and parking information for the conference center.

Hotel Accommodations

We 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.

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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.

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IBSMA

Please register in advance. Limited walk-in registration available. Add $100 for on-site registration.

IBSMA members save $100 on the registration fee. Early bird discounts available.

$200 discount to March 31
$150 discount April 1 to April 15
$100 discount April 16 to 30
$50 discount May 1 to 15
No discount after May 15

All conference sessions, meals and materials included. Early bird, alumni and PREMIUM member 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 May 14.

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sam2010_160x160.jpg SAM Summit 2010 | May 24, 2010

Conference registration include meals, materials and the post-conference reception. Register as an IBSMA member if you are a Premium, Basic or Forum member. If you are not a member, register as a nonmember. Membership status will be verified. To contact IBSMA, e-mail Services@IBSMA.com.

Premium member, alumni, early bird and government discount coupons listed on the shopping cart. Add to cart and select coupons listed at the top of the page. Use coupon code 984 to save $50 to $200 with the early bird discount. Register early for the best discounts. $200 discount to March 31, $150 discount April 1 to April 15, $100 discount April 16 to 30, $50 discount May 1 to 15, no discount after May 15.

SAM Summit 2010 | IBSMA Member
Quantity   1      2      3+  
Price $995.00 $925.00 $850.00
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SAM Summit 2010 | Non member
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Price $1,095.00 $1,025.00 $950.00
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PCSLM_cert-logo08.gif 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.



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PCSAM_cert-logo.jpg 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).


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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.

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IBSMA-Seminars-Wkshps_250x5.gif 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 (following SAM Summit).

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

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

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

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

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

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


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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.
 

 
 
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To contact us write to 400 North First Street | Ann Arbor, MI 48103 U.S.A. | Phone or Fax 734.930.1925 | E-mail to Inquiry@ECPweb.com
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