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2012 SAM Summit Sponsors & Exhibitors

Detailed Agenda

Tuesday, May 29

7:30–8:30 | Continental Breakfast

8:30–9:20 | What's Driving SAM and License Management in 2012? (Steven Russman, Executive Director, IBSMA)

Saving money and surviving audits continue to drive software compliance efforts at companies worldwide. SAM programs also are growing because of savvy new corporate-governance and risk-management initiatives. Is your SAM program growing? Steven Russman, executive director of IBSMA, reports on trends driving the adoption of SAM and license management, and how successful organizations are building robust programs to meet the challenges of 2012 and beyond.

Mastering a Microsoft Review: Insider Tips for Success (Tres Larsen, KPMG)

Mismanaging your Microsoft review can cost your organization precious time and money. That's why this session, from a KPMG auditor, will guide you through the essentials of preparing and understanding your audit, plus cover the little know clauses and exceptions in your licensing agreement that may work to your advantage. Get the insiders experience!

Oracle: Master the Marriage of Technical Criteria and License Compliance (Eric Guyer, Rational IT Partners)

End the struggle to manage Oracle's technical concepts with its complex policies while steering clear of licensing potholes and overspending. Eric Guyer, licensing technologist with Rational IT Partners, will guide you through Oracle licensing principles and how effective SAM can overcome software spending challenges with cost modeling, server consolidation, cloud computing and specialized licensing considerations. Learn to elevate your value within IT by implementing Oracle economically while maintaining compliance. Read Eric's blog on oracleoptimization.com.

Roundtable: Identifying Opportunities for Software Risk Management and Cost Reduction (Charlie Betz, Enterprise Management Assoc.)

 

10:25–10:45 | Coffee Break

10:45–12:15 | Breakout Sessions

Roundtable: Making Friends with Your Auditor (and Learning to Appreciate Different Perspectives) (Mike Koss, AnglePoint and Shannon Weis, Harley Davidson)

In this open forum round table, you face-off with the auditor in an open dialogue! Learn to see audits through the eyes of auditors for a unique perspective that will ensure you are better prepared next time. You'll walk away from this session with new tactics and strategies for both a reasonable approach to audits and a successful outcome. Mike Koss will cover the importance of separating facts from grey areas, how to involve c-level executives, the importance of communications, controlling emotions and determining legal's role.

SaaS and License Management Update: What's New for 2012 (David Ochroch, DNO Consulting)

Software-as-a-service (SaaS) is booming but most organizations lag behind. This session addresses the hot-button SaaS procurement and implementation issues and teaches you how to align your SaaS strategy to maximize long-term customer satisfaction.

Ten Errors and Myths to Avoid in Reviewing Your Software License Agreements (Craig Guarente, Palisade Consulting)

What are the most important elements to consider when negotiating licensing agreements with software vendors? How do you avoid the "gotchas" that can lead to compliance issues down the road? Join Craig Guarente, president of Palisade Consulting Group, as he shares his insight from 15 years in the enterprise software industry. This interactive session will help you prepare for your next vendor engagement and arm you with valuable information to protect your company.

12:15–1:30 | Lunch (networking topics at tables)

1:30–2:30 | Breakout Sessions

Oracle License Management Case Study

Join Oracle License Management Services (LMS) and a customer (to be announced) for a first-hand assessment of working with LMS.

Today's SAM Tools: Top Topics and Trends (Charlie Betz, Enterprise Management Assoc.)

What's new with tools? Enterprise Management Assoc. research director Charles Betz presents current SAM tool trends along with tool sub-types and an overview of vendor strategies. You'll come away with a solid understanding of the trends in SAM market data offerings (i.e., fingerprinting data) along with how tools address the challenges of SaaS, PaaS (platform-as-a-service), and LaaS (licensing-as-a-service) management. Attendees receive a free copy of Charlie's paper, Integrating Software Asset Management Tools into the IT Management Architecture.

The Top 10 Steps to Improve SAM (Adam Cahn, Deloitte)

IT professionals and executives know they need effective SAM, but where to start? This session will show you how to take immediate, specific and practical action to initiate or improve upon a viable SAM program. Learn the essentials of lowering total cost of ownership and maintaining contract compliance by optimizing your resources, funding, tools and sponsorship.

2:35–3:35 | Breakout Sessions

Current Developments in IBM Licensing and Compliance (Koen Dingjan, Solarcom)

Have you mastered IBM licensing and compliance? The ever-changing nature of IBM's rules and processes make it nearly impossible to triumph over this complex program. But here's help: Koen Dingjan, founder of SolarCom, which focuses on IBM software licensing, brings his unparalleled insight and real-life cases to this session to help you navigate common pitfalls and achieve success in your IBM compliance program. For more on IBM, attend Roundtable: IBM Licensing and Compliance.

The Best Enterprise Agreement Strategies for 2012 (Paul DeGroot, Pica Communications)

Microsoft's enterprise agreements are very forward looking in that customers are paying substantial fees for products that will be released in the future. In this session Paul DeGroot looks at what Microsoft will be delivering in the future and the steps you need to take today to ensure that you get maximum value from your enterprise agreement investment.

Optimizing Oracle Licensing in VMware Environments (Jason Keogh, iQuate and Will Monin, VMware)

Virtualization done right significantly reduces license costs while improving performance, scalability and reliability. But virtualization done wrong leads to surprise licensing expenses from vendors, such as Oracle, Microsoft and IBM. Learn how to overcome common confusion about licensing Oracle and ensuring compliance in VMware environments in this dynamic presentation. You'll discover how to best structure your virtual environments to reach maximum ROI.

3:35–3:50 | Coffee Break

3:50–5:00 | Panel Discussion: Practitioner Perspectives on SAM (Steven Russman, IBSMA)

See license management and the state of SAM through the eyes of experienced license managers. This session will educate and inform on the real challenges and opportunities license managers face in organizations today. Expect frank assessments and lively discussion. Panelists include Hennessey Green (Marriott), Shannon Weis (Harley Davidson), Derk Jan Brands (KLM) and a surprise guest.

5:15–6:30 | Reception at the University of Chicago Center

Unwind after a busy day and enjoy appetizers, tour the exhibits and submit your entry for valuable prize drawings.

Wednesday, May 30

7:30–8:30 | Continental Breakfast

8:30–9:30 | Key Trends in Software Licensing and Pricing and 2012 Predictions (Amy Konary, IDC)

From SaaS to cloud computing, virtualization to the enterprise app store, software delivery innovations stimulate major, rapid and expensive changes. So how can you position your organization to get the most of out your software investments? Join sought-after industry analyst and forecaster Amy Konary, research director with IDC, as she explains the major trends and what they all mean. Konary has followed software pricing and licensing for more than a decade.

9:35–10:35 | Breakout Sessions

KLM Case Study: The Road to SAM Success (Derk Jan Brands, KLM)

KLM optimized SAM in its European data center with savvy leadership, informed tool selection and a cooperative strategy that every SAM pro can learn from. KLM's lead software asset manager talks about the successes and challenges on the road to effective SAM and KLM's aggressive plans for future growth.

Roundtable: IBM Licensing and Compliance (End users only) (Koen Dingjan, Solarcom)

It pays to be up on IBM license compliance. The software is expensive and IBM's regular schedule of compliance reviews ensures that customers are likely to hear from the company regularly. This roundtable session will address IBM's approach to compliance and review the steps customers should take to prepare for a license review. Koen Dingjan will facilitate this session. We will share common problems and discuss real-life cases (including the financial impact) and topics requested by the group. For more on IBM, see Current Developments in IBM Licensing and Compliance.

This session is open to end users only. Register at the conference desk.

Global SAM at BMW (Bernhard Boehler, Aspera)

Get an inside look at the two-year-long license management project at BMW Group. Learn about the approach they chose to achieve enterprise-wide license management, the challenges they've overcome, and what the future of SAM at BMW Group will look like.

10:35–10:50 | Coffee break

10:50–11:40 | Breakout Sessions

Case Study: SAM and IT Financial Management (Thomas Oscanyan, University of St. Thomas)

The University of St. Thomas has a mature SAM program, but one thing missing was coordination with purchasing, accounts payable and the controller's department. But today, after six years of effort, a centralized software procurement process is firmly established. Hear Thomas Oscanyan, the university's software asset manager, describe his long-term strategy to form a multi-departmental united front to maximize savings, establish a successful vendor management program and streamline contract negotiation.

Oracle Managed Licensing Services (Anish Patel, Oracle)

 

Roundtable topic to be announced.

 

11:45–12:45 | Vendor Panel Discussion: What's New in SAM and License Management Tools

Here's your chance to hear from leading SAM tool vendors about finding the right tool (or tools) for managing software licensing and inventory data. In this informative panel discussion you'll hear from three vendors about how their products meet today's requirements. We'll explore alternatives available for software identification, automation and specialty products, and hear first-hand what we can expect in future releases. Flexera Software and iQuate, along with other industry leaders, will contribute to the review. Expect a lively discussion and tips you can use to equip your company for the coming revolution in software data.

12:45–1:45 | Lunch (networking topics at tables)

1:45–2:45 | Breakout Sessions

Microsoft Licensing for Mobiles and Tablets (Paul DeGroot, Pica Communications)

Powerful smart phones and highly mobile tablets have created a collision between employees' personal hardware and how organizations license the software they need for everyday work. Microsoft's device-centric licensing for key products, such as Windows and Office, along with licensing terms that don't differentiate whether a device is owned by the business or by the employee, creates a significant compliance liability for your organization. Paul DeGroot describes the Microsoft licensing rules that cover these new devices and explains the licensing pros and cons of various cutting-edge technologies.

Software Asset Management 3.0—Business Intelligence and Predictive Analysis for SAM (Vincent Brasseur, Flexera Software)

SAM 3.0 is the next step toward license optimization. It is the ability to do trend analysis and 'What If' analysis to help your organization proactively control costs and forecast needs. While SAM 2.0 focused on processes and tools for optimizing your technology investment, SAM 3.0 moves the bar higher and enables you to more quickly adapt to changes in license models, IT environment complexity and rampant software audit activity. Learn how essential it is to quickly simulate changes in your IT environment in order to calculate the impact on your license position, before those changes actually happen.

Dos and Don'ts of Major Supplier Audits (Carol Nicola, Liberty Mutual Insurance)

With more than 45,000 employees in more than 900 locations throughout the world, Liberty Mutual Group has experienced its share of software audits. Here software compliance manager Carol Nicola shares what she's learned and outlines her time-tested best practices for managing major supplier audits with confidence.

2:50–3:50 | Breakout Sessions

Developing SOWs for Complex Software Purchases (David Ochroch, DNO Consulting )

Learn new strategies for creating successful SOWs (Statements of Work), including how to design phased acceptance tests and incentive delivery plans, how to report the status and achievement, and how to protect your company when the software implementation isn't going as expected. Keep your SOWs from taking on a life of their own!

Insider's Tour of Managing and Auditing with IBM's License Management Solution (Ed Rossi, IBM and Martin Latz, Deloitte)

The latest version of IBM's License Metric Tool (ILMT) provides striking software asset management functionality at essentially no cost! How? With added automation around software bundling. Find out how the new ILMT reduces total cost of ownership by leveraging the IBM virtualization capacity pricing model. Plus, learn configuration tips to prep for a software license review. This revised session will amend last year's to reflect changes in technology and methodologies.

The Rules Have Changed: What You Should Know about Standards and Regulations Affecting SAM and IT Asset Management (Howard Hastings, Optimal Assets)

We've all heard of the seemingly endless string of acronyms that comprise the alphabet soup of laws, regulations and standards that we've been told we must follow: SAS 70, Sarbanes-Oxley, Title 17, HIPAA and ISO/IEC 19770. But what do they have to do with how you run your SAM and IT asset management program? This session will cut through the marketing hype and legalese to explain in simple business terms what you should be concerned about and how it applies to the practices and technologies at your organization.

3:50–4:00 | Coffee break

4:00–5:00 | Panel Discussion: How Vendors See SAM (Bob Kruger, IBSMA)

See license compliance through the eyes of top software company compliance directors. This session will challenge your assumptions about the state of SAM worldwide. Expect frank assessments and lively discussion. Panelists include Oracle LMS, Symantec and others to be announced.

6:30–8:30 | Conference dinner

Thursday, May 31

7:30–8:30 | Continental Breakfast

Conference sessions end at 12:00. Certification courses (additional fee) run 8:00 to 1:00.

8:30–10:00 | Breakout Sessions

Roundtable: Implementing SAM Governance and Tools for Server Software (Michael Adams, KPMG)

Do you have real SAM governance? Do you have policies and organizational responsibilities mapped out to control, define, measure, monitor and manage your SAM processes? If not quite, join your fellow SAM pros for a presentation by KPMG's Michael Adams followed by an information-sharing roundtable on some best practices in governance, tools, and more. 

Roundtable: Making Your SAM Program Consumer Friendly (Thomas Oscanyan, University of St. Thomas)

This dynamic roundtable program promises real-world best practices for addressing the struggle between IT and end users. Because end users have more power in the enterprise than ever before, SAM programs are hustling to keep up. Here we'll share strategies you can employ today to show end users the value of SAM in their jobs and personal lives, while maintaining the organization and order that IT desires.

Roundtable: Selecting Tool and Service Providers (End users only) (Steven Russman, IBSMA)

 

10:00–10:15 | Coffee break

10:15–12:00 | Breakout Sessions

Roundtable: Managing SAM in Very Large Organizations (End users only)

 

Roundtable: Managing Microsoft Licensing (End users only) (Tres Larsen, KPMG)

In this exclusive session only for end-users, you'll share insights and experiences on what to do—and what not to do—to ace your next MS review. Larsen also reveals his key reading list that will prepare any SAM pro for the toughest MS license audit.

Note time change for the sessions below.

10:15–11:15 | Open Forum on IBM License Metric Tool

11:15–12:00 | Organizational SAM Certification: What Does the Future Hold? (Steven Russman, IBSMA)

12:00–2:00 | Lunch

Revised Feb. 21, 2012. Schedule subject to change without notice.

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