Software Asset Management & Software Licensing

Transcription

1 SUMMIT & Software Licensing Tools, Techniques & Technologies for Software Asset Cost Reduction & Compliance February 27 - March 1, 2006 Doubletree Grand Biscayne Bay Miami, FL Featuring Presentations, Case Studies and Expert Commentary from: AMERICAN AIRLINES SUNBEAM PRODUCTS LOCKHEED MARTIN HOBART WEST GROUP FREESCALE SEMICONDUCTOR VOLKSWAGEN CREDIT/ AUDI FINANCIAL SERVICES SCOTT & SCOTT, LLP CICALA & ASSOCIATES FERGUSON ENTERPRISES PROVINCE OF BRITISH COLUMBIA KAISER PERMANENTE IT GROUP PROCTER AND GAMBLE MAIMONIDES MEDICAL CENTER MARRIOTT INTERNATIONAL Hear Key Strategies and Insights into: Creating and Managing a Vendor Scorecard Identifying Roles and Responsibilities for Lowering the Cost of Software Maintenance & Support Services Achieving ROI on Software Asset by Effectively Tracking s Making the Business Case for Successfully Negotiating Software License Deals Maximize Software Utilization Across the Enterprise Media Partners: Supporting Organizations: To Register Visit Us At: OR Call

2 Who You Will Meet: This conference is designed to meet the information needs of CIOs, CTOs, VPs, Directors, Managers, and other Executives responsible for: IT Asset Systems & Networks IT Compliance Software Engineering Application Development Procurement/Sourcing Contract Technical Services Vendor Audit Facts: The Business Software Alliance alone has collected over $47 million in payments over the last six years after investigations into software theft. ECP released survey results that showed cost reduction and compliance are top reasons for software asset management (SAM) IT consultancy Forrester Inc. of Cambridge, Mass., estimates that with an effective asset management system in place, organizations can save 15 percent to 30 percent on software licenses. Testimonials: "Event was well organized & very educational, overall a very good conference." - Unum Provident Corp "Excellent case studies... well worth the time" - Texas Mutual Insurance Company "Good information-targeted at the challenges I m facing today." - TRW/Automotive Pre-Conference Workshops Monday, February 27, 2006 A 8:00am 11:00am 7:30am Workshop Registration Coffee/Tea Securing the Best Contract for Your Organization Understanding the objectives of a vendor contract and assigning priorities Step by step approach to drafting your form agreement What are the explicit and implied contractual obligations: avoid pitfalls Developing measurement parameters that will reward success B Pat Cicala CEO & President Cicala & Associates,LLC 11:15am 2:15pm 11:00am Workshop Registration Lunch will be served Building the Business Case for The advantages and importance of centralizing license management within the corporation Cost savings and compliance issues which are solved by centralize management Understanding Sarbanes-Oxley's impact on software asset management How to move your company to centralized software asset management Innovative ways to provide 24x7 support in a centralized environment Determining and managing your software C requirements Tools, metrics, and resources for software asset management Contract considerations for effective software asset management Dan Griffith EDA Software Vendor Manager FREESCALE SEMICONDUCTOR 2:30pm 5:30pm 2:15pm Workshop Registration Protecting Your Organization from External Software Audits According to industry analyst, Gartner, 40 percent of mid-sized to large enterprises can expect an external software-licensing audit before This workshop will cover audits initiated by trade groups such as the Business Software Alliance (BSA) and the Software & Information Industry Association (SIIA) as well as those initiated directly by software publishers such as Microsoft, Adobe, and Autodesk. Additional topics will be explored on how to: Compile audit information including software installation information and proofs of purchase Properly characterize software use as it relates to D 5:45pm 8:45pm 5:30pm Workshop Registration Dinner will be served How to Effectively Measure a Initiative Understanding how to baseline and assess the current organizational software asset management program Creating the disciplines to consistently measure the software asset management initiative Developing key measurement indicators and metrics for the software asset management program How to report individual return on investment software licenses Preserve the attorney work-product and attorneyclient privileges throughout the audit process Understand contract and copyright laws related to software audits Know how financial fines are calculated in software audits Rob Scott Managing Partner SCOTT & SCOTT, LLP (ROI) for software asset management Using Gartner industry analytics in order to benchmark individual software asset management efforts Pat Cicala CEO & President CICALA & ASSOCIATES, LLC 2 & Software Licensing Summit Miami, FL

3 Main Conference Day 1 Tuesday, February 28, :45 Registration and Breakfast 8:30 Chairperson s Welcome and Opening Remarks 8:45 Making the Business Case for Overcoming objections to software asset management Preparing a report detailing the steps and the benefits of implementation Selling your case to management Harry Rabenhorst IT Performance Leader VOLKSWAGEN CREDIT/ AUDI FINANCIAL SERVICES 9:35 Implementing a Program Immediately provide an increase in application availability Decrease help desk calls Generate savings and reduce software licensing costs Mark Moroses Sr. Director Technical Services MAIMONIDES MEDICAL CENTER 10:25 Morning Networking & Refreshment Break 10:55 Best Practices in Identifying Roles & Responsibilities for Determine functions to centralize vs. decentralize, insource vs. outsource Heuristics in determining SAM department size Outline responsibilities for organizational compliance Align organizational policies to R&Rs Joan Knudsen Director IT Asset AMERICAN AIRLINES 11:45 Lifecycle SAM: Essential Strategies for Cost Control and Ensuring Multi-Asset Discipline Managing technological change in a dynamic IT environment Avoiding obsolescence to align with strategic initiatives Justifying the technology investment to procure new assets Panelists will include members of the conference speaker faculty 12:35 Networking Luncheon 1:45 Consolidating Licensing Negotiations on an Enterprise Level Understand licensing implications for mergers and acquisitions Maintenance and support trends Customized software licensing Ruth Harenchar CIO HOBART WEST GROUP 2:35 Lowering the Cost of Software Maintenance & Support Services Defining the vision, objectives, core competency, nature & size of the corporation before you start looking Testing single vendor, dual vendor, multi vendor or insourcing strategies to decide which strategy works best for you Long term planning, defining objectives & strong measuring metrics to align objectives Building strong governance parameters of the vendor relationship to maintain control Drafting an operating level agreement contract to enforce cooperation Virtual licensing as a means to control software licensing Hal Rhineberger Director of Sourcing & Contracting KAISER PERMANENTE IT GROUP 3:25 Afternoon Networking & Refreshment Break 3:55 Vendor : Best Practices in Software Procurement Outlining the acquisition and specification requirements to the vendor Understanding the available packages before committing Assessing the package capabilities Selecting the best package to align with overall company objectives Brian Crosson Manager Technology Implementation FERGUSON ENTERPRISES 4:45 End of Day One About our Media Partners ITtoolbox supports decision making throughout the IT lifecycle by linking together millions of IT experts and information from thousands of leading sources. Powered by collaborative tools such as discussion groups, blogs, and wiki, the ITtoolbox network provides practical solutions from the IT community for use in the IT workplace. Website: IT Business Edge is an online media company targeting high-level business technology purchase decision makers. Conceived as a "technology intelligence agent," IT Business Edge keeps subscribers abreast of developments related to their top IT priorities, delivering in-depth analysis, research, and decision support information from well over 1,500 sources. Website: 3 To Register Visit Us At: OR Call

4 Main Conference Day 2 Wednesday, March 1, :45 Networking Breakfast 8:15 Chairperson s Opening Remarks 8:30 Achieve ROI on by Effectively Tracking s Generating ROI from a SAM program Creating a tracking system for your software assets Benchmarking your ROI to measure SAM success Herb Schmoll Executive Director, Managed Services Solutions SUNBEAM 9:20 Best Practices in Successfully Negotiating Software License Deals Elements of a software license agreement Software licensing terminology Impact of revenue recognition on software license models Jill H. Jones Contract Manager FREESCALE SEMICONDUCTOR 10:10 Morning Networking & Refreshment Break 10:40 Effective Contracts to Leverage Vendor Relationships Establishing a contract management policy and program Using standardized agreements Establishing an electronic repository Tracking vendor performance in finance, deliverables and compliance Mario Perez Castillo Procurement and Contracts Manager PROCTER AND GAMBLE 11:30 Tools and Techniques to Keeping a Vendor Scorecard Setting internal governance guidelines Defining the performance measurement The benefits of a vendor scorecard for negotiations to outsourced services Panelists: Herb Schmoll Jill H. Jones Executive Director Contract Manager Managed Services Solutions FREESCALE SEMICONDUCTOR SUNBEAM 12:20 Networking Luncheon 1:30 Reconciling Software Inventory to Purchase or Lease Records Defining the physical asset and the financial asset Tools and techniques for keeping a software inventory Ongoing reconciliation of license entitlements Strategies for lowering software audit risks Sharon Dorsey Senior Director, Technology Center MARRIOTT INTERNATIONAL 2:20 Executing a Software Audit that Ensures Compliancy Learning what is involved in initiating an audit Verify the audit entry criteria, define the audit s scope and purpose, and determine the audit s inputs Define the audit planning responsibilities of the lead auditor and audit manager Reviewing audit strategies and estimation considerations to create and outline the contents of an audit plan Romie Ogbolu, PhD, PMP Sr. Software Quality Assurance Engineer LOCKHEED MARTIN 3:10 Afternoon Networking & Refreshment Break 3:30 Maximize Software Utilization Across the Enterprise Managing software support costs Testing, evaluating and releasing software Recycling and redistributing across the enterprise Realizing cost savings by evaluating Legacy Systems Blair Cusack BA, BEd Sr. Technical Analyst, Common IT Services PROVINCE OF BRITISH COLUMBIA 4:15 Closing Remarks from the Chair and Close of the Conference About our Supporting Organizations: 4 The Association of Information Technology Professionals (AITP) offers opportunities for Information Technology (IT) leadership and education through partnerships with industry, government and academia. AITP provides quality IT related education, information on relevant IT issues and forums for networking with experienced peers and other IT professionals for more than 7,000 members. Website: IEEE Software is building the community of leading software practitioners delivering reliable, peer-reviewed information to developers and managers who want to keep abreast of rapid technology change. Readers find valuable case studies, tutorials, and columns by seasoned practitioners, published only by the IEEE Computer Society. Website: The Information Technology and Telecommunications Special Interest Group (IT & Telecom SIG), a component of the Project Institute (PMI), targets all project managers in the Information Technology and Telecommunications industries. We are committed to establishing mutually beneficial and ongoing relationships with industry, academia and professional organizations; leading and facilitating the development and exchange of relevant knowledge and tools; and fostering a community which enables mentoring, networking, career advancement and camaraderie. Website: & Software Licensing Summit Miami, FL

5 SPONSORSHIP and EXHIBITION OPPORTUNITIES WHY SPONSOR OR EXHIBIT AT SOFTWARE ASSET MANAGEMENT & SOFTWARE LICENSING SUMMIT? Sponsorships and Exhibits at & Software Licensing Summit are excellent opportunities for your company to showcase its products and services to a highly targeted, senior-level audience focused on & Software Licensing. IQPC and its & Software Licensing Summit helps companies achieve sales, marketing and branding objectives by setting aside a limited number of event sponsorships and exhibit places - all of which are custom-tailored to help your company create a platform that will maximize its exposure at the event and reach key decision makers. WHAT TYPE OF EXPOSURE CAN MY COMPANY HAVE AT SOFTWARE ASSET MANAGEMENT & SOFTWARE LICENSING SUMMIT? IQPC prides itself on creating sponsorship and exhibit opportunities that fit your company's specific sales, marketing and branding needs. In order to maximize your organization's exposure at & Software Licensing Summit, we will work with you to create a custom tailored package for your company that will have the greatest impact on your target audience. Below you'll find just a few of the most popular sponsorship packages all of which include a specific number of delegate passes, exhibition booth and a direct marketing campaign specifically targeting your clients and prospects. Title Sponsor CD Roms Co-Sponsor Workshop Sponsorship Registration Sponsor Wireless Network Luncheon Sponsor Welcome Packs Cocktail Reception(s) Collateral Package Refreshment Break(s) Internet Café EXHIBITION BOOTHS Exhibit booth location is based on two factors - the type of sponsorship package your organization chooses and the date of sponsorship/exhibit registration. Reserve your space today to ensure you get the booth location of your choice. MORE INFORMATION To learn more about these and other marketing opportunities please call Shannon Forrester at or via at sponsorship@iqpc.com. Register Online, by Phone Fax or Mail Web: Phone: or Fax: Hours A Day Mail: International Quality & Productivity Center 555 Route 1 South, Iselin, NJ Important! To speed registration, provide the customer registration code located on the back page even if it is not addressed to you! MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC * CT residents or people employed in the state of CT must add 6% sales tax. CONFERENCE PRICING EARLYBIRD A EARLYBIRD B STANDARD Register & Pay Register & Pay Register & Pay by Dec 23, 2005 by Jan 20, 2006 After Jan 20, 2006 Platinum Package Save $500 Save $400 Save $200 (Conference + 4 Workshops) $3,615 $3,715 $3,915 Gold Package Save $400 Save $300 Save $100 (Conference + 3 Workshops) $3,186 $3,286 $3,486 Silver Package Save $300 Save $200 (Conference + 2 Workshops) $2,757 $2,857 $3,057 Bronze Package Save $200 Save $100 (Conference + 1 Workshop) $2,328 $2,428 $2,528 Save $100 Conference Only $1,899 $1,999 $1,999 Individual Workshops (Each) $529 $529 $529 VENDOR PRICING: Add $300 Service Fee to Your Registration Payment Policy: Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation. IQPC Cancellation, Postponement and Substitution Policy: You may substitute delegates at any time. IQPC does not provide refunds for cancellations. For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another IQPC conference for up to one year from the date of issuance. For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that IQPC cancels an event, delegate payments at the date of cancellation will be credited to a future IQPC event. This credit will be available for up to one year from the date of issuance. In the event that IQPC postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future IQPC event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements. IQPC is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. IQPC shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency. Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, IQPC reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible. Scholarships Available: IQPC sets aside a limited number of discounts that may be applied to its conferences for delegates from the non-profit sector, government and military organizations and academia. For more information about scholarships to this event, please call Customer Service at Only one discount may be applied per registrant - please call for more details. TEAM DISCOUNTS With all of the critical information that is going to be discussed during this two-day conference, you will want to ensure that all your key team members are present. To encourage team participation in this event, IQPC is pleased to offer you the following discounts: Number of Attendees Savings Of: 3 to 4 10% 5 or more 15% Details for making payment via EFT or wire transfer: JPMorgan Chase Penton Learning Systems LLC dba IQPC: ABA/Routing #: Reference: Please include the name of the attendee(s) and the event number: Lodging Information: Sessions for the Conference and Workshops will be held at: DOUBLETREE GRAND HOTEL BISCAYNE BAY 1717 North Bayshore Drive, Miami, FL, USA Tel: Fax: To secure reduced rates, please call the hotel at least 4 weeks prior to the conference and be sure to mention our conference name. Note: call hotel for directions or transportation suggestions. Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at to discuss your specific needs IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. 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6 REGISTRATION CARD YES! Please Register me for & Software Licensing Summit Conference Plus All Workshops Conference Plus Three Workshops... A B C D Conference Plus Two Workshops... A B C D Conference Plus One Workshop... A B C D Conference Only Workshop(s) Only... A B C D See Page 5 for pricing details. International Quality & Productivity Center 535 5th Avenue, 8th Floor New York, NY Your customer registration code is: When registering, please provide the code above. Name Title Organization Address City State Zipcode Phone Fax Please keep me informed via about this and other related events. Check enclosed for $ (Payable in U.S. Dollars to IQPC) Charge AMEX Visa Master Card Card # Exp Date: / Details for making payment via EFT or wire transfer can be found on preceding page. I cannot attend, but please keep me informed of all future events /D/DS 4 EASY WAYS TO REGISTER: To Register Visit Us At: OR Call Web: Call: or Fax: Mail: International Quality & Productivity Center 555 Route 1 South, Iselin, NJ To Register Visit Us At: OR Call Media Partners: Supporting Organizations: Identifying Roles and Responsibilities for Achieving ROI on Software Asset by Effectively Tracking s Maximize Software Utilization Across the Enterprise Successfully Negotiating Software License Deals Creating and Managing a Vendor Scorecard Lowering the Cost of Software Maintenance & Support Services Making the Business Case for Hear Key Strategies and Insights into: FREESCALE SEMICONDUCTOR FERGUSON ENTERPRISES MARRIOTT INTERNATIONAL CICALA & ASSOCIATES MAIMONIDES MEDICAL CENTER HOBART WEST GROUP LOCKHEED MARTIN SCOTT & SCOTT, LLP PROCTER AND GAMBLE SUNBEAM PRODUCTS AMERICAN AIRLINES VOLKSWAGEN CREDIT/ AUDI FINANCIAL SERVICES KAISER PERMANENTE IT GROUP PROVINCE OF BRITISH COLUMBIA Featuring Presentations, Case Studies and Expert Commentary from: February 27 - March 1, 2006 Doubletree Grand Biscayne Bay Miami, FL Tools, Techniques & Technologies for Software Asset Cost Reduction & Compliance & Software Licensing SUMMIT