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Detailed Agenda

Wednesday, June 26

7:30–8:30 | Continental Breakfast

8:30–9:30 | High Altitude Views of License Management, Plus Views from the Trenches (Moderated by Steven Russman, Executive Director, IBSMA) TOPIC: PANEL DISCUSSION

Walk a while in the shoes of veteran enterprise software license managers and you'll gain a new perspective on compliance. This session will enlighten and inform on the real challenges and opportunities license managers face in organizations today. Expect frank assessments and lively discussion. Panelists will include industry leaders to be announced.

How (and Why) to Build Your App Store (Michaela Breen, Liberty Mutual Insurance) All levels. TOPIC: CASE STUDY

Are you ready to build your own enterprise app store? Enterprise application portals may be the future of software management, but they require planning and a solid SAM foundation. Learn how Liberty Mutual, the Fortune 500 global insurer with more than 900 locations, built their app store. Plus learn from the challenges they overcame, the lessons they learned, and join the discussion over what this sea change in SAM really means for license optimization, risk management and cost reduction.

Surviving an Oracle Audit and Coming Out Ahead (Craig Guarente, Palisade Compliance) All levels. TOPIC: COMPLIANCE

Most Oracle customers are out of compliance with their license contracts and they don't even know it. Guarente, a veteran Oracle executive, takes you through proven best practices that will not only save your company millions of dollars in unnecessary license fees but may also give you the flexibility to lower your annual Oracle spend.

Manage Software Licensing "Gotchas" Before They Manage You (Steffani Lomax, Siwel Consulting) Levels 1, 2. TOPIC: LICENSING

In today's business climate, rapid changes in technology prompt publishers to implement new licensing metrics that tend to be increasingly complex. These continually changing license models create a significant challenge for organizations to remain compliant. This presentation covers key software licensing "gotchas" as well as specific nuances of leading software vendors including IBM, Oracle, Microsoft and BMC.

Large Company Approach to Compliance Programs (Barbara Spagnola, CSC) All levels. Roundtable, end users only. TOPIC: COMPLIANCE

Large companies face unique challenges implementing a global mainframe self-audit program to improve software compliance. Learn new strategies for obtaining stakeholder buy-in, documenting processes to support software compliance, and launching proactive training programs. Barbara Spagnola, Manager, Global Software License Management for Computer Sciences Corp. will present an overview of her company's program, followed by discussion.

This session is open to end users only.

KPMG 2013 Software Publisher License Compliance Survey Results (Paul Baguley, KPMG) All levels.
TOPIC: HOT TOPICS

This session presents findings from KPMG’s 2013 software license compliance survey. The survey was completed with assistance from IBSMA and offers an insider's view of software license compliance programs in 30 leading software companies. The survey results will help you understand the nature and extent of revenue and intellectual property loss caused by unlicensed software use, and how software companies are addressing this in their compliance programs. We'll also cover preferred compliance approaches, compliance goals and compensation structures, reporting tools, licensing models, customer impact and future directions for compliance (including cloud). This session is open to all conference attendees. Note: KPMG's privacy policy prohibits the release of survey participant names or data.

10:40–11:00 | Coffee Break

11:00–12:00 | Breakout Sessions

Cloud Computing Risk Mitigation Via Contract Negotiation & Vendor Management (Thomas Trappler, UCLA) All levels. TOPIC: LICENSING

This hot-topic sessions covers how organizations can most effectively mitigate the risks associated with cloud-computing solutions while maximizing the benefits. For any SAM pro exploring cloud-computing solutions, this session will deliver a thorough overview of important questions to ask, third-party certifications to request, and best practice for keeping your data safe, your costs down, and your operation running effectively.

Allstate's Adventures in SAM Tool Selection, Recommendation and Project Implementation (Kathy Vanegas, Allstate and Patrick Soule, Allstate) All levels. TOPIC: CASE STUDY

How did the country's largest publicly held private insurance company successfully implement an enterprise software asset management program? Allstate returns to SAM Summit 2013 with a new story of its search and implementation of a SAM tool. This sessions also covers the processes and models Allstate uses, plus insider tips and experience-proven strategies.

Getting a Grip on SAP License Management (Matt Marnell, Flexera Software) All levels. TOPIC: LICENSING

At a time when software audits are an ever-present threat, it's more important than ever to be proactive about managing the entire SAP product portfolio. The session will offer strategies for SAP license optimization that enable organizations to reduce ongoing SAP licensing costs and maintain license compliance.

Making SAM and IT Service Management Work Together: Practical Dos and Don'ts (Dennis Drogseth, Enterprise Management) All levels. TOPIC: HOT TOPICS

Even the best SAM program looses its most direct business value if it isn't linked to overall company IT service management. In this session you'll learn how to build this link and create an effective and streamlined SAM-to-service management plan. Dennis Drogseth is a vice president with Enterprise Management Associates and covers business service management, CMDB systems and IT service management.

Setting the Stage for Successful Settlement Negotiations (Mike Koss, Anglepoint) Roundtable. TOPIC: VENDOR TRACK

An audit settlement doesn't have to be the end of the happy marriage between vendors and customers. Learn tried and tested techniques for ensuring that settlement negotiations don't sour your relationships forever. We'll cover sales team alignment and buy-in, importance of a sound project plan, delicate executive communication and different packaging approaches to settlements that leave everyone's confidence intact.

This session is open to vendors only. This session is also offered as a roundtable for end users in the general conference track.

12:00–1:15 | Lunch (networking topics at tables)

1:15–2:15 | Breakout Sessions

Microsoft Software Assurance and Virtualization (Tim Hegedus, Miro Consulting) Levels 1, 2. TOPIC: LICENSING

Virtual desktops with Microsoft's Software Assurance (SA) as the chosen licensing vehicle are becoming more popular. Learn how SA can address the issue of cost and allow you to build in greater flexibility. We'll also cover compliance issues and alternatives.

Uncover New Cost Savings and Hidden Risks in Server Software (Christof Beaupoil, Aspera) All levels. TOPIC: LICENSING

Learn how the newest innovations in server software license management tools can help you easily see the impact of license model changes, evaluate the most economical licensing and hardware configuration, and help realize significant savings. This in-depth session looks at the impact of changes to the license model as well as the operation environment.

Key Lessons from IBM License Compliance Audits (Koen Dingjan, Solarcom) All levels. TOPIC: COMPLIANCE

After you receive an IBM license compliance audit notice, what's the first thing you should do? Find out at this eye-opening session that presents real-life examples from companies that have been subjected to the IBM audit process. We'll cover risk areas, settlement negotiations and the nuts and bolts of what data to collect.

Challenges of Building a Global Organization (Craig Guarente, Palisade Compliance) All levels. Roundtable. TOPIC: HOT TOPICS

Successful global organizations leverage talent from around the world, but differences in culture, language and work styles can lead to fragmentation, miscommunication and inefficiency. Today's worldwide businesses must respond quickly and be flexible, supporting multiple languages and unique country work rules, all with economy of scale. Hear from industry pro Craig Guarente, at this roundtable discussion of his experiences as the former global vice president of Oracle's contracts and business practices organizations. He built a team from the ground up in 60 countries, and you can too! Whether your organization is starting or expanding a global SAM or license management initiative, Craig will share his recommendations on how to build teams, lead and consider cultural factors. Bring your questions and join the discussion.

Reviewing the User License Agreement (ULA) Audit Clause (Theresa Rocker, Genesys Labs) TOPIC: VENDOR TRACK

Today, the Right to Audit Clause is a standard item in the User License Agreement. What are the reasons behind this vendor requirement and how has it changed over time? How much wiggle room is there in your agreement? This session will present some of the options, along with the common minimum terms and conditions vendors look for. Theresa Rocker is a well-known compliance and anti-piracy executive with nearly 20 years at Lotus and IBM, and now global compliance program director at Genesys Labs.

This session is open to vendors only. This session is also offered for end users as a general conference session.

2:30–3:30 | Breakout Sessions

Win Executive Buy-in to Your ITAM Program (Luis Peluffo Johansen, A.P. Moller-Maersk) All levels. TOPIC: CASE STUDY

IT asset projects are not the sexy, profit-driving, headline-making missions that your organization's leaders like to hear about... or fund. In this session, learn how to present your ITAM program as a dynamic business strategy complete with measurable return on investment, risk analysis and intangibles, such as value and long-term company stability. This case-study presentation is based on the IT asset program implemented at A.P. Moller-Maersk, the Fortune 500, Danish conglomerate with offices in more than 135 countries and more than 108,000 employees.

Basics of Microsoft Licensing (Shawn Maxwell, SAMIAM) Levels 1, 2. TOPIC: LICENSING

Learn essential terminology and licensing rules for Microsoft volume purchasing plans and product suites. We'll cover the many types of licenses Microsoft offers and the product life cycle as well as recent Microsoft licensing innovations, such as per-core and tablet-computer licensing, plus Software Assurance.

Introduction to SAM Process Engineering (Rory Canavan, SAM Charter). This session continues with a workshop Levels 1, 2. TOPIC: COMPLIANCE. Part 1 of 2. Preregistration required.*

How can the concepts of process engineering improve your SAM program? Have your eyes opened in this session featuring both a theoretical and a practical walkthrough of process engineering and its essential role in an optimized SAM program. We'll consider the impact of governance, scope, business and IT requirements, and how they all influence SAM processes. You'll learn documentation format and communication from real-life examples, and how to create processes, including stakeholder engagements.

This is part 1 of a 2 part series. Part 2 continues at 3:50 p.m.

Cost Effective Approaches to SAM (Mike Adams, KPMG) All levels. TOPIC: HOT TOPICS

We all know that companies are spending more on IT. So how do you make sure your company budgets more for software asset management, too? In this session, you'll not only learn how to take a tactical approach to cost-effective SAM, but also how to incorporate SAM into your organization's larger enterprise risk management initiatives. There's a lot more to factor into your SAM budget than the cost of software and maintenance. Find out what can blow your SAM budget and what can save it in this eye-opening session.

Oracle: Balancing Technical Criteria with License Terms to Optimize Cost and Compliance (Eric Guyer, Rational IT Partners) Level 1, 2. TOPIC: LICENSING

End the struggle to manage Oracle's technical concepts with its complex licensing policies while steering clear of compliance potholes and overspending. This session guides 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.

3:30–3:50 | Coffee Break

3:50–4:50 | Breakout Sessions

Tools & Services: IBM Endpoint Manager TOPIC: TOOLS & SERVICES

 

Mainframe Software License Agreements (Barbara Spagnola, CSC) All levels. TOPIC: LICENSING

How have mainframe software licensing terms and conditions for enterprise license agreements changed? What do you need to know to stay on top of corporate-wide enterprise software agreements? This presentation will focus on negotiating key licensing terms with particular emphasis on specifics relating to auditing and software compliance.

Hands-on SAM Process Engineering Workshop (Rory Canavan, SAM Charter). Levels 1, 2. TOPIC: COMPLIANCE Part 2 of 2. Preregistration required.*

Understanding SAM Process Engineering, Part 2, Workshop. You've learned the wider considerations and drivers of SAM process engineering in part one of this exploration, now in this hand-on workshop you'll create a SAM process of your own. This session will reinforce the principles highlighted in the previous presentation through practical application. You'll come to realize the true benefits of quality assurance metrics within the process creation framework.

This is part 2 of a 2 part series.

Settlement Negotiations Where Everyone (Hopefully) Walks Away Happy (Mike Koss, Anglepoint) End users only. All levels. Roundtable. TOPIC: HOT TOPICS.

An audit settlement doesn't have to be the end of the happy marriage between vendors and customers. Learn tried and tested techniques for ensuring that settlement negotiations don't sour your relationships forever. We'll cover the internal team alignment and buy-in, importance of a sound project plan, delicate executive communication and different packaging approaches to settlements that leave everyone's confidence intact. This session is also offered in the vendor track.

This session is open to end users only.

Oracle's Approach to License Compliance (Kyle Leonard, Oracle) All levels. TOPIC: COMPLIANCE

What's in store for the future of Oracle License Management Services (LMS) and what are the benefits for Oracle and its customers? Find out at this expert session. We'll include an overview of Oracle's approach to license compliance, plus an overview of Oracle's verified-tools program.

5:00–6:00 | Breakout Sessions

Capturing Server Virtualization Costs before Publishers Capture You (License Dashboard) All levels. TOPIC: CONTRACTS & VENDOR MANAGEMENT

With the vast majority of organizations now actively deploying software to virtualized servers, this is fast becoming the new battleground for managing software licenses. How can an organization ensure it is not over-spending on software licenses while also not facing costly non-compliance fees? License Dashboard will present strategies to address software licensing on virtual servers, ensuring your organizations reaps the promised benefits of virtualization without succumbing to the risks.

Managing Microsoft Licensing: Advanced Topics (IBSMA) Levels 2, 3. TOPIC: LICENSING

Mismanaging your Microsoft licenses can cost your organization precious time and money. That's why this session, from a Microsoft specialist, will guide you through several advanced licensing topics (Virtual Desktop and licensing for user owned and tablet devices) plus we'll touch on a few of the new licensing rules that you should pay attention to.

Note: Topics covered in this session assume a working knowledge of Microsoft licensing concepts. For an overview of the basics, attend Basics of Microsoft Licensing.

Transitioning to E-mail in the Cloud and Making it Work (Tasker Generes, Amtrak) Levels 2, 3. TOPIC: HOT TOPICS

In today's world e-mail is still a critical function but is it worth the money you pay for it? This session outlines the cost savings and enhanced functionality of putting your e-mail in the cloud. Learn the risks and rewards of launching Microsoft Exchange, Lync, and Sharepoint in an IBM/Azaleos private cloud.

What's Next in IBM Licensing and Compliance (Koen Dingjan, Solarcom) Roundtable, end users only. All levels. TOPIC: LICENSING

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. Following a short presentation, the group will have the opportunity to discuss the material in depth.

This session is open to end users only.

6:00–7:30 | Reception at the University of Chicago Center TOPIC: SOCIAL EVENT

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

Thursday, June 27

7:30–8:30 | Continental Breakfast

8:30–9:30 | What Works What Doesn't: Executive Views on Compliance 2013 (Moderated by Bob Kruger, Industrial Relations Advisor to IBSMA and introduced by Steven Russman, Executive Director, IBSMA) TOPIC: PANEL DISCUSSION

Expect frank assessments, diverse views and lively debate at this panel discussion among software company compliance executives as they address the biggest challenges and opportunities in running compliance programs today. Panelists include seasoned pros from leading companies.

9:40–10:40 | Breakout Sessions

What's a Master Catalog and Why You Need One (Bernhard Bohler, Aspera) All levels. TOPIC: TOOLS & SERVICES

Get a business-minded look at how a software catalog works, where the data comes from, and the value it provides as a tool to enhance software asset managers' capabilities. This eye-opening session covers how catalogs provide quick access to accurate information about licenses, entitlements, and software recognition and increase and better demonstrate the value of SAM to the business. This session includes an Aspera product demonstration.

IT Sourcing Trends and the Growing Importance of SAM (Jeff Muscarella, NPI) All levels. TOPIC: TOOLS & SERVICES

There’s no way around it—technology and telecom spending will continue to grow for the rest of our professional careers and beyond, and most most enterprises are not satisfied with the way it is sourced.  NPI will discuss the rising role of sourcing in managing IT spending, how enterprises are building bridges between IT and sourcing through the vendor management office, and why SAM is more important than ever for IT and sourcing professionals.

Achieving Greater Returns with Your SAM Program (Jill Powell, Flexera Software) All levels. Workshop, Part 1 of a 2 part series. TOPIC: HOT TOPICS. Preregistration required.*

This ROI workshop identifies the quickest and easiest return on investment (ROI) you can achieve when undertaking or revamping a SAM initiative. We'll offer advice, discussions points and methodologies for identifying opportunities for cost savings and measuring those savings. Even those mature in SAM may be surprised to learn where greater savings can be realized as a result of this ROI analysis.

Part 2 continues at 11:00 a.m.

Software Agreements that Actually Protect You (Craig Guarente, Palisade Consulting) All levels. Roundtable. TOPIC: CONTRACTS & VENDOR MANAGEMENT

What are the most important elements to consider when negotiating licensing agreements with software vendors? How do you avoid the "gotchas" in licensing agreements that can lead to compliance issues down the road? This interactive session will help you prepare for your next vendor engagement and arm you with valuable information to protect your company. Craig Guarente returns to SAM Summit 2013 by popular demand and shares his insights and experience fro 15 years in the software industry.

Roundtable: Making SAM and IT Service Management Work Together (Dennis Drogseth, Enterprise Management) All levels. TOPIC: HOT TOPICS

This roundtable discussion follows up on topics covered in Making SAM and IT Service Management Work Together. Dennis Drogseth is a vice president with Enterprise Management Associates and covers business service management, CMDB systems and IT service management.

10:40–11:00 | Coffee break

11:00–12:00 | Breakout Sessions

Tools & Services: iQuate TOPIC: TOOLS & SERVICES

Join us for an overview of iQuate's auto-discovery suite and live demonstration of this industry leading tool.

Managing Software Licenses in Citrix Environments: Perils, Obstacles, and Opportunities (Kris Barker, Express Metrix) All levels. TOPIC: COMPLIANCE

Embracing the Citrix platform ushers in a whole host of benefits but the major and often unforeseen trade-offs are new licensing costs and risks. In this session we'll discuss the opportunities, challenges, solutions and real-world customer experiences related to the deployment and management of software within a Citrix environment. Kris Barker is a founder of Express Metrix.

Achieving Greater Returns with Your SAM Program (Jill Powell, Flexera Software) All levels. Workshop, Part 2 of a 2 part series. TOPIC: HOT TOPICS. Preregistration required.*

This ROI workshop identifies the quickest and easiest return on investment (ROI) you can achieve when undertaking or revamping a SAM initiative. We'll offer advice, discussions points and methodologies for identifying opportunities for cost savings and measuring those savings. Even those mature in SAM may be surprised to learn where greater savings can be realized as a result of this ROI analysis.

SAM and License Management for Global Organizations (Jan Hachenberger, KPMG and others) All levels. Roundtable. TOPIC: HOT TOPICS

Join this roundtable for a discussion of issues and challenges facing organizations starting and running a cross-border and cross-cultural SAM program. We'll share experiences and tips and learn from each other. Jan Hachenberger (KPMG) facilitates this session and will be joined by representatives from other global organizations.

Reviewing the User License Agreement (ULA) Audit Clause (Theresa Rocker, Genesys Labs) All levels. TOPIC: VENDORS & CONTRACT MANAGEMENT

Today, the Right to Audit Clause is a standard item in the User License Agreement. What are the reasons behind this vendor requirement and how has it changed over time? How much wiggle room is there in your agreement? This session will present some of the options, along with the common minimum terms and conditions vendors look for. Theresa Rocker is a well-known compliance and anti-piracy executive with nearly 20 years at Lotus and IBM, and now global compliance program director at Genesys Labs.

This session is open to all conference attendees.

12:00–1:15 | Lunch (networking topics at tables)

1:15–2:15 | Breakout Sessions

Tools & Services: HP Asset Manager Demo with Oracle Compliance Case Study TOPIC: TOOLS & SERVICES

Looking for new tools to efficiently track your hardware and software inventory and reconcile deployments to licenses entitlements in an intelligent way? Check out the power and features of the HP Universal Discovery and the HP Asset Manager in this in-depth, illustrated demonstration featuring an Oracle compliance use case on a cluster infrastructure. Nicolas Rousseau, HP Asset Manager's senior product manager, will introduce HP's vision of SAM best practices and present the HP advantage for inventory, compliance, license liability, optimizations and reporting. Plus he'll answer all of your HP questions. Also visit the HP exhibit table for more demonstrations.

Ten Steps to Accelerate Your SAM Program (Adam Cahn, Deloitte) Levels 1, 2. TOPIC: HOT TOPICS

Software asset management (SAM) is becoming the go-to program for IT departments to realize cost savings and control software compliance risk. Yet many organizations lack the resources and plan to start or grow an effective program. Come and learn the immediate, specific and practical actions you can take to initiate or improve your SAM program. We'll cover how to leverage tools and basic concepts to accelerate SAM efforts within your organization, such as license optimization, cost avoidance and how to leverage a continuous monitoring program. Adam Cahn, a favorite presenter at past SAM Summits, returns this year with tips gleaned from practical experiences working with organizations in the U.S. and Europe.

Licensing Implications for Running SAP and Oracle in the Cloud (Tasker Generes, Amtrak) Levels 2, 3. TOPIC: LICENSING

Are you planning to move mission-critical applications to the cloud? Tasker Generes will present how his company planned to move its SAP and Oracle environments to the Amazon private cloud. It's not as easy as you think, but with careful planning, a roadmap, and managing the software vendors, it can be done.

Achieving Greater SAM Value with External Software Product Information (Howard Hastings, Aptria Technologies) All levels. TOPIC: HOT TOPICS

The more information about the software you have, the better you can manage it. This session explores both the publicly and commercially available sources of software data including SKUs and Product Use Rights (PURs), and how to use them to significantly enhance license compliance and optimization efforts.

What's Driving SAM and License Management in 2013 (Steven Russman, IBSMA) All levels. TOPIC: COMPLIANCE

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 2013 and beyond.

2:30–3:30 | Breakout Sessions

Elevate Your SAM Program to the Clouds (and Virtualization) (Paul Baguley, KPMG) All Levels. TOPIC: LICENSING

Your licensing and compliance issues won't disappear in the cloud or with the adoption of software-as-a-service. In fact, they may get even more complex as you mix cloud and traditional IT models. How to combine legacy ("outdated") and up-to-date licensing models is a top challenge today. In this session, you'll learn about new license models, cloud offerings and the compliance risks associated with each.

This session continues with Open Forum: Licensing for SaaS, Cloud and Virtualization.

The Ins and Outs and Secrets of IBM's License Metric Tool (Antonio Gallotti, IBM) All levels. TOPIC: COMPLIANCE

The latest version of IBM's License Metric Tool (ILMT) provides software asset management functionality at essentially no cost! Learn how IBM uses ILMT as a compliance management tool, balancing customers' need for tools and publishers' need to oversee compliance. Plus, hear how ILMT helps IBM customers prepare for a license review and the latest enhancements to this product.

Demystifying Microsoft Service Provider License Agreements (Justin Van Speybrooeck, SoftwareOne) Levels 2, 3. TOPIC: LICENSING

Want to know the ins and outs of Microsoft Services Provider License Agreements (SPLA) from a seasoned expert? This session is for you. SPLAs are not just for hosting providers, they're for banking, insurance and any business that has a customer Web site. And which company doesn't? You'll learn about the compliance risks, the benefits and the best ways to make sure if you need an SPLA or if your Enterprise or other agreement will do.

Marriott International Defines the Global SAM Organization (Rachel Bankier and Kimberly Clark, Marriott International) All levels. Roundtable, end users only. TOPIC: CASE STUDY

Marriott is the global business operating 3,750 hotels in 75 countries and takes a global approach to everything it does, including SAM. Its Global Technology Procurement department continuously adjusts its processes to ensure their global relevance and to improve service. Learn the recipe for Marriott's secret sauce and approach to vendor relations, user education, internal compliance, software purchasing processes and how the company manages SAM globally, taking a centralized approach run by the U.S.-based headquarters team. Rachel Bankier and Kimberly Clark are software license managers based in the Bethesda, Maryland headquarters.

This session is open to end users only.

3:30–3:50 | Coffee break

3:50–4:50 | Breakout Sessions

Live Q&A: Oracle Licensing, Procurement & Compliance (Eliot Colon, Miro Consulting) All levels. TOPIC: LICENSING

One of the world's foremost experts on Oracle software licensing and procurement procedures, Eliot Arlo Colon of Miro Consulting, will answer attendee questions ranging from negotiations to audits—all with the most recent changes to Oracle licensing and products in mind. Some topics that may be addressed include licensing changes, software asset management best practices, virtualization and cloud computing, and how to properly license for specific situations. Bring your questions and get answers.

Why You Need a Compliance Awareness Campaign (Bob Stepansky, Iron Mountain) All levels. TOPIC: CASE STUDY

SAM programs often focus on three basics: License tracking, software discovery and compliance reporting. But there's a fourth essential element that's often overlooked: Increasing organizational awareness of, and personal accountability for, software license compliance. Iron Mountain, the global data storage and information management company, has had great success with its Software License Compliance Awareness Campaign. Join Bob Stepansky, Iron Mountain's director of global software asset management, as he presents the business case for his multi-national, multi-lingual and well-received campaign, and shows you how the campaign is contributing to his overall SAM program effectiveness.

Beyond Compliance: Build Better Vendor-Customer Relationships Using Asset Management (Ron Brill, Anglepoint and Jeff Gustafson, EMC) All levels. TOPIC: HOT TOPICS

The more vendors know about their clients' IT environment the more they can help them optimize how they use their software, hardware and services. Now is the dawning of a new type of vendor-customer relationship that empowers customers to make more informed purchase decisions, and also works to build sales. Evolve your compliance-based customer/vendor engagements to a mutually beneficial value-added engagement. This session delivers best-practices for customers on re-imagining their vendor relationships and for vendors on a new go-to-market "asset management" approach.

Introduction to Vendor Engagement and Management (Sandi Conrad, Infotech) This session continues with a workshop. Levels 1, 2. TOPIC: CONTRACTS & VENDOR MANAGEMENT. Part 1of a 2 part series. Preregistration required.*

Vendors are an important extension of your operations team. The old model of vendors begging for business and technology leaders screening them by voicemail creates a power struggle that leaves no real winners. During this presentation we'll explore methods for vendor selection and engagement to ensure a positive, proactive and equal partnership between your vendor and you. The second half of this session is a hands-on workshop to apply the concepts.

This is part 1 of a 2 part series. Part 2 continues at 5:00 p.m.

5:00–6:00 | Breakout Sessions

Lessons Learned Migrating to the Citrix Client Environment (Gabriel Bruegel, Schoerghuber and Jan Minartz, Deloitte) All levels. TOPIC: CASE STUDY

Join Gabriel Bruegel from The Schoerghuber Corporate Group, with Jan Minartz from auditor Deloitte, as they present candid detail on the lessons they learned in their Citrix migration from planning though implementation. Schoerghuber, is a Germany-based, 7,000-employee global holding company managing varied interests from real estate construction to international hotels. Bruegel will address Citrix migration planning, execution, benchmarking, along with country-specific challenges along the way toward their goal to accelerate application migration and simplify application management.

How to Make the Most of Mandatory SAM Tools (including IBM's ILMT) (Mike Koss, Anglepoint) All levels. TOPIC: HOT TOPICS

Whether it is IBM's ILMT or any of the other tools that publishers require, learning how to effectively leverage them will exponentially enhance your SAM program. This session covers how optimizing mandatory tools (i.e., ILMT) can work to your advantage and help reduce compliance risk. With an enhanced coverage strategy you can rebalance (or potentially reduce) annual subscription and support coverage, re-purpose unused licenses and avoid unnecessary purchases.

Fixing Problem Software Agreements from "Big Data" Startups (David Ochroch, DNO Consulting) All levels. TOPIC: CONTRACTS & VENDOR MANAGEMENT

Many startup software tech companies (Cassandra, Hadoop or OpenStack are examples) offer license agreements that induce fright and fear even from IT supply chain veterans. This presentation will shine a light on the common problems in "big data" startup software license agreements so you can avoid contract glitches that might haunt your successful software acquisition.

Workshop: Vendor Engagement and Management (Sandi Conrad, Infotech) Levels 1, 2. TOPIC: CONTRACTS & VENDOR MANAGEMENT. This is part 2 of a 2 part series. Preregistration required.*

Vendors are an important extension of your operations team. The old model of vendors begging for business and technology leaders screening them by voicemail creates a power struggle that leaves no real winners. During this presentation we'll explore methods for vendor selection and engagement to ensure a positive, proactive and equal partnership between your vendor and you. The second half of this session is a hands-on workshop to apply the concepts.

This is part 2 of a 2 part series.

7:00–9:00 | SAM Summit group dinner at Francesca's on Chestnut (Preregistration required) TOPIC: SOCIAL EVENT

Friday, June 28

7:30–8:30 | Continental Breakfast

Conference sessions end at 12:00.

8:30–9:30 | Hot Topics: Software Publishers and Customers Exchange Views (Panel discussion) TOPIC: PANEL DISCUSSION

It's day three of SAM Summit and we've been informed an educated on the latest trends and techniques for SAM. Join the town hall meeting for what is sure to be a lively and provocative discussion of today's top-of-mind issues and concerns, presented from multiple points of view. Our panel of end users and software company experts will answer questions, plus you can share your views.

9:40–10:40 | Breakout Sessions

Open Forum: Licensing for SaaS, Cloud and Virtualization (David Ochroch, DNO Consulting and Paul Baguley, KPMG) Levels 2, 3. TOPIC: LICENSING

This open forum builds on the concepts presented in the session Elevate Your SAM program to the Clouds (and Virtualization). This is your chance to ask questions and deep-dive into license and compliance issues found in cloud and virtual computing environments. Industry experts Paul Baguley (KPMG) and David Ochroch (DNO Consulting) will be on hand with others to moderate the discussion.

Ask the Expert: Managing Microsoft Licensing Q&A (IBSMA) All levels. Roundtable. TOPIC: LICENSING

In this roundtable discussion, you'll get your questions answered on how to license and manage your Microsoft products. Bring your unanswered questions and concerns and get insights and peer feedback on basic to advanced licensing concepts.

This session is open to all conference attendees.

Achieving Greater Returns with Your SAM Program (Jill Powell, Flexera Software) All levels. Workshop, Part 1 of a 2 part series. TOPIC: HOT TOPICS. Preregistration required.*

This ROI workshop identifies the quickest and easiest return on investment (ROI) you can achieve when undertaking or revamping a SAM initiative. We'll offer advice, discussions points and methodologies for identifying opportunities for cost savings and measuring those savings. Even those mature in SAM may be surprised to learn where greater savings can be realized as a result of this ROI analysis.

Part 2 continues at 11:00 a.m.

Introduction to Vendor Engagement and Management (Sandi Conrad, Infotech) This session continues with a workshop. Levels 1, 2. TOPIC: CONTRACTS & VENDOR MANAGEMENT. Part 1 of a 2 part series. Preregistration required.*

Vendors are an important extension of your operations team. The old model of vendors begging for business and technology leaders screening them by voicemail creates a power struggle that leaves no real winners. During this presentation we'll explore methods for vendor selection and engagement to ensure a positive, proactive and equal partnership between your vendor and you. The second half of this session is a hands-on workshop to apply the concepts.

This part 1 of a 2 part series. Part 2 continues at 11:00 a.m.

10:40–11:00 | Coffee break

11:00–12:00 | Breakout Sessions

Ask the Expert: Forum on IBM License Metric Tool (Antonio Gallotti, IBM). All levels. TOPIC: TOOLS & SERVICES

This interactive discussion builds on material covered in The Ins and Outs and Secrets of IBM's License Metric Tool session. Ask the experts and get your questions answered.

What You Should Know about Standards Affecting SAM and IT Asset Management (Steven Russman, IBSMA) All levels. TOPIC: HOT TOPICS

After five-plus years, what is the status of software tagging standards and where are the products and tools we've been promised? And what are software companies doing to adopt standardized tagging? Find out at this session that will cut through the hype and explain in simple business terms what's happening with ISO and DMTF standards groups today and what you can expect tomorrow.

Achieving Greater Returns with Your SAM Program (Jill Powell, Flexera Software) All levels. Workshop, Part 2 of a 2 part series. TOPIC: HOT TOPICS. Preregistration required.*

This ROI workshop identifies the quickest and easiest return on investment (ROI) you can achieve when undertaking or revamping a SAM initiative. We'll offer advice, discussions points and methodologies for identifying opportunities for cost savings and measuring those savings. Even those mature in SAM may be surprised to learn where greater savings can be realized as a result of this ROI analysis.

Workshop: Vendor Engagement and Management (Sandi Conrad, Infotech) Levels 1, 2. TOPIC: CONTRACTS & VENDOR MANAGEMENT. Part 2 of a 2 part series. Preregistration required.*

Vendors are an important extension of your operations team. The old model of vendors begging for business and technology leaders screening them by voicemail creates a power struggle that leaves no real winners. During this presentation we'll explore methods for vendor selection and engagement to ensure a positive, proactive and equal partnership between your vendor and you. The second half of this session is a hands-on workshop to apply the concepts.

This part 2 of a 2 part series.

12:00–1:30 | Lunch

Revised May 20, 2013. Schedule subject to change without notice.

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