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Software Asset Management

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  • 1. SUMMIT Software Asset Management & 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 VOLKSWAGEN CREDIT/ PROVINCE OF BRITISH COLUMBIA AUDI FINANCIAL SUNBEAM PRODUCTS KAISER PERMANENTE IT GROUP SERVICES LOCKHEED MARTIN PROCTER AND GAMBLE SCOTT & SCOTT, LLP HOBART WEST GROUP CICALA & ASSOCIATES MAIMONIDES MEDICAL CENTER FREESCALE SEMICONDUCTOR FERGUSON ENTERPRISES MARRIOTT INTERNATIONAL ➔ Hear Key Strategies and Insights into: Creating and Managing a Lowering the Cost of Making the Business Case for Vendor Scorecard Software Maintenance & Software Asset Management Support Services Successfully Negotiating Identifying Roles and Responsibilities for Achieving ROI on Software Software License Deals Software Asset Asset Management by Effectively Maximize Software Utilization Management Tracking Software Assets Across the Enterprise Media Partners: Supporting Organizations: To Register Visit Us At: www.IQPC.com/ITManagementIQ OR Call 1-800-882-8684
  • 2. Who You Will Meet: Pre-Conference Workshops ➔ This conference is designed to meet the information needs of CIOs, CTOs, VPs, Monday, February 27, 2006 Directors, Managers, and other Executives responsible for: A 8:00am – 11:00am 7:30am Workshop Registration – Coffee/Tea • Software Asset Management Securing the Best Contract for Your Organization • IT Asset Management • Understanding the objectives of a vendor Workshop Leader: contract and assigning priorities Pat Cicala • Systems & Networks • Step by step approach to drafting your form CEO & President • IT Compliance agreement Cicala & Associates,LLC • What are the explicit and implied contractual • Software Engineering obligations: avoid pitfalls • Application Development • Developing measurement parameters that will reward success • Procurement/Sourcing • Contract Management B 11:15am – 2:15pm 11:00am Workshop Registration – Lunch will be served • Technical Services • Vendor Management Building the Business Case for Software Asset Management • The advantages and importance of centralizing requirements • Audit license management within the corporation • Tools, metrics, and resources for software asset • Cost savings and compliance issues which are management solved by centralize management • Contract considerations for effective software • Understanding Sarbanes-Oxley's impact on asset management Facts: software asset management • How to move your company to centralized Workshop Leader: • The Business Software Alliance alone software asset management Dan Griffith has collected over $47 million in • Innovative ways to provide 24x7 support in a EDA Software Vendor Manager payments over the last six years after centralized environment FREESCALE SEMICONDUCTOR investigations into software theft. • Determining and managing your software • ECP released survey results that showed cost reduction and C 2:30pm – 5:30pm 2:15pm Workshop Registration compliance are top reasons for software asset management (SAM) Protecting Your Organization from External Software Audits • IT consultancy Forrester Inc. of According to industry analyst, Gartner, 40 percent of software licenses Cambridge, Mass., estimates that mid-sized to large enterprises can expect an external • Preserve the attorney work-product and attorney- with an effective asset management software-licensing audit before 2006. This workshop client privileges throughout the audit process system in place, organizations can will cover audits initiated by trade groups such as • Understand contract and copyright laws related to save 15 percent to 30 percent on the Business Software Alliance (BSA) and the software audits software licenses. Software & Information Industry Association (SIIA) as • Know how financial fines are calculated in well as those initiated directly by software publishers software audits such as Microsoft, Adobe, and Autodesk. Additional topics will be explored on how to: Workshop Leader: Testimonials: • Compile audit information including software Rob Scott installation information and proofs of purchase Managing Partner • Properly characterize software use as it relates to "Event was well organized & very SCOTT & SCOTT, LLP educational, overall a very good conference." D 5:45pm – 8:45pm 5:30pm Workshop Registration – Dinner will be served - Unum Provident Corp How to Effectively Measure a Software Asset "Excellent case studies... well worth the time" Management Initiative • Understanding how to baseline and assess the (ROI) for software asset management - Texas Mutual Insurance current organizational software asset • Using Gartner industry analytics in order to Company management program benchmark individual software asset • Creating the disciplines to consistently measure management efforts "Good information-targeted at the the software asset management initiative • Developing key measurement indicators and Workshop Leader: challenges I’m facing today." metrics for the software asset management Pat Cicala - TRW/Automotive program CEO & President • How to report individual return on investment CICALA & ASSOCIATES, LLC 2 Software Asset Management & Software Licensing Summit • Miami, FL
  • 3. ➔ Main Conference Day 1 Tuesday, February 28, 2006 7:45 12:35 Registration and Breakfast Networking Luncheon 8:30 Chairperson’s Welcome and Opening Remarks 1:45 Consolidating Licensing Negotiations on an 8:45 Enterprise Level Making the Business Case for Software Asset • Understand licensing implications for mergers and acquisitions Management • Maintenance and support trends • Customized software licensing • Overcoming objections to software asset management • Preparing a report detailing the steps and the benefits of Ruth Harenchar implementation CIO • Selling your case to management HOBART WEST GROUP Harry Rabenhorst IT Performance Leader VOLKSWAGEN CREDIT/ AUDI FINANCIAL SERVICES 2:35 Lowering the Cost of Software Maintenance & 9:35 Support Services Implementing a Software Asset Management • Defining the vision, objectives, core competency, nature & size of the Program corporation before you start looking • Testing single vendor, dual vendor, multi vendor or insourcing • Immediately provide an increase in application availability • Decrease help desk calls strategies to decide which strategy works best for you • Generate savings and reduce software licensing costs • Long term planning, defining objectives & strong measuring metrics to Mark Moroses align objectives Sr. Director Technical Services • Building strong governance parameters of the vendor relationship to MAIMONIDES MEDICAL CENTER maintain control • Drafting an operating level agreement contract to enforce cooperation 10:25 • Virtual licensing as a means to control software licensing Morning Networking & Refreshment Break Hal Rhineberger Director of Sourcing & Contracting 10:55 KAISER PERMANENTE IT GROUP Best Practices in Identifying Roles & Responsibilities for Software Asset Management 3:25 • Determine functions to centralize vs. decentralize, insource vs. outsource Afternoon Networking & Refreshment Break • Heuristics in determining SAM department size • Outline responsibilities for organizational compliance • Align organizational policies to R&Rs 3:55 Vendor Management: Best Practices in Software Joan Knudsen Director IT Asset Management Procurement • Outlining the acquisition and specification requirements to the vendor AMERICAN AIRLINES • Understanding the available packages before committing • Assessing the package capabilities 11:45 • Selecting the best package to align with overall company objectives Lifecycle SAM: Essential Strategies for Cost Control Brian Crosson and Ensuring Multi-Asset Management Discipline Manager Technology Implementation • Managing technological change in a dynamic IT environment • Avoiding obsolescence to align with strategic initiatives FERGUSON ENTERPRISES • Justifying the technology investment to procure new assets 4:45 Panelists will include members of the conference speaker faculty End of Day One About our Media Partners ITtoolbox supports decision making IT Business Edge is an online media throughout the IT lifecycle by linking company targeting high-level business together millions of IT experts and technology purchase decision makers. information from thousands of leading Conceived as a "technology intelligence sources. Powered by collaborative agent," IT Business Edge keeps tools such as discussion groups, subscribers abreast of developments blogs, and wiki, the ITtoolbox network related to their top IT priorities, provides practical solutions from the delivering in-depth analysis, research, IT community for use in the IT and decision support information from workplace. well over 1,500 sources. Website: www.ITtoolbox.com Website: www.itbusinessedge.com 3 To Register Visit Us At: www.IQPC.com/ITManagementIQ OR Call 1-800-882-8684
  • 4. ➔ Main Conference Day 2 Wednesday, March 1, 2006 7:45 12:20 Networking Breakfast Networking Luncheon 8:15 1:30 Chairperson’s Opening Remarks Reconciling Software Inventory to Purchase 8:30 or Lease Records Achieve ROI on Software Asset Management by • Defining the physical asset and the financial asset Effectively Tracking Software Assets • Tools and techniques for keeping a software inventory • Ongoing reconciliation of license entitlements • Generating ROI from a SAM program • Strategies for lowering software audit risks • Creating a tracking system for your software assets • Benchmarking your ROI to measure SAM success Sharon Dorsey Herb Schmoll Senior Director, Technology Management Center Executive Director, Managed Services Solutions MARRIOTT INTERNATIONAL SUNBEAM 9:20 2:20 Best Practices in Successfully Negotiating Software Executing a Software Audit that Ensures Compliancy License Deals • Learning what is involved in initiating an audit • Elements of a software license agreement • Verify the audit entry criteria, define the audit’s scope and purpose, • Software licensing terminology and determine the audit’s inputs • Impact of revenue recognition on software license models • Define the audit planning responsibilities of the lead auditor and audit Jill H. Jones manager • Reviewing audit strategies and estimation considerations to create and Contract Manager FREESCALE SEMICONDUCTOR outline the contents of an audit plan Romie Ogbolu, PhD, PMP 10:10 Sr. Software Quality Assurance Engineer Morning Networking & Refreshment Break LOCKHEED MARTIN 10:40 3:10 Effective Contracts Management to Leverage Vendor Afternoon Networking & Refreshment Break Relationships • Establishing a contract management policy and program • Using standardized agreements 3:30 • Establishing an electronic repository Maximize Software Utilization Across the Enterprise • Tracking vendor performance in finance, deliverables and compliance • Managing software support costs Mario Perez Castillo • Testing, evaluating and releasing software Procurement and Contracts Manager • Recycling and redistributing across the enterprise PROCTER AND GAMBLE • Realizing cost savings by evaluating Legacy Systems Blair Cusack BA, BEd 11:30 Sr. Technical Analyst Tools and Techniques to Keeping a Vendor Scorecard Management, Common IT Services • Setting internal governance guidelines PROVINCE OF BRITISH COLUMBIA • Defining the performance measurement • The benefits of a vendor scorecard for negotiations to outsourced services 4:15 Panelists: Closing Remarks from the Chair and Herb Schmoll Jill H. Jones Close of the Conference Executive Director Contract Manager Managed Services Solutions FREESCALE SEMICONDUCTOR SUNBEAM About our Supporting Organizations: The Association of Information IEEE Software is The Information Technology and Technology Professionals building the Telecommunications Special Interest (AITP) offers opportunities for community of leading Group (IT & Telecom SIG), a Information Technology (IT) software practitioners – delivering component of the Project Management Institute (PMI), leadership and education through reliable, peer-reviewed information to targets all project managers in the Information Technology partnerships with industry, government and developers and managers who want to and Telecommunications industries. We are committed to academia. AITP provides quality IT related keep abreast of rapid technology change. establishing mutually beneficial and ongoing relationships education, information on relevant IT issues Readers find valuable case studies, with industry, academia and professional organizations; and forums for networking with experienced tutorials, and columns by seasoned leading and facilitating the development and exchange of peers and other IT professionals for more practitioners, published only by the IEEE relevant knowledge and tools; and fostering a community than 7,000 members. Computer Society. which enables mentoring, networking, career advancement Website: www.aitp.org Website: www.computer.org/software and camaraderie. Website: www.pmi-ittelecom.org 4 Software Asset Management & 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 Asset Management & 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 Asset Management & Software Licensing. IQPC and its Software Asset Management & 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 Asset Management & 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 MORE INFORMATION Exhibit booth location is based on two factors - the type of sponsorship To learn more about these and other marketing opportunities please call package your organization chooses and the date of sponsorship/exhibit Shannon Forrester at 212-885-2719 or via email at sponsorship@iqpc.com. registration. Reserve your space today to ensure you get the booth location of your choice. Payment Policy: Payment is due in full at the time of registration and includes Register Online, by Phone Fax or Mail lunches, refreshments and detailed conference materials. Your registration will not be confirmed until payment is received and may be subject to cancellation. Web: www.IQPC.com/ITManagementIQ IQPC Cancellation, Postponement and Substitution Policy: You may substitute Phone: 1-800-882-8684 or 973-256-0211 delegates at any time. IQPC does not provide refunds for cancellations. For Fax: 973-256-0205 24 Hours A Day 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 Mail: International Quality & Productivity Center year from the date of issuance. For cancellations received seven (7) days or less 555 Route 1 South, Iselin, NJ 08830 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 Important! To speed registration, provide the customer registration code located on the a future IQPC event. This credit will be available for up to one year from the date back page—even if it is not addressed to you! 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 MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC unable to attend the rescheduled event, the delegate will receive a 100% credit * CT residents or people employed in the state of CT must add 6% sales tax. 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 EARLYBIRD A EARLYBIRD B STANDARD for cancellations or postponements. IQPC is not responsible for any loss or damage Register & Pay Register & Pay Register & Pay as a result of a substitution, alteration or cancellation/postponement of an event. CONFERENCE PRICING by Dec 23, 2005 by Jan 20, 2006 After Jan 20, 2006 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 Platinum Package Save $500 Save $400 Save $200 occurrence or any other event that renders performance of this conference (Conference + 4 Workshops) $3,615 $3,715 $3,915 impracticable or impossible. For purposes of this clause, a fortuitous event shall Gold Package Save $400 Save $300 Save $100 include, but not be limited to: war, fire, labor strike, extreme weather or other (Conference + 3 Workshops) $3,186 $3,286 $3,486 emergency. Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may Silver Package Save $300 Save $200 necessitate substitutions, alterations or cancellations of the speakers and/or topics. (Conference + 2 Workshops) $2,757 $2,857 $3,057 As such, IQPC reserves the right to alter or modify the advertised speakers and/or Bronze Package Save $200 Save $100 topics if necessary. Any substitutions or alterations will be updated on our web page (Conference + 1 Workshop) $2,328 $2,428 $2,528 as soon as possible. Save $100 Conference Only $1,899 $1,999 $1,999 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 Individual Workshops (Each) $529 $529 $529 military organizations and academia. For more information about scholarships to VENDOR PRICING: Add $300 Service Fee to Your Registration this event, please call Customer Service at 1-800-882-8684. Only one discount may be applied per registrant - please call 1-800-882-8684 for more details. Lodging Information: Sessions for the Conference and Workshops will be held at: TEAM DISCOUNTS DOUBLETREE GRAND HOTEL BISCAYNE BAY With all of the critical information that is going to be discussed during this two-day 1717 North Bayshore Drive, Miami, FL, 33132-1180 USA conference, you will want to ensure that all your key team members are present. To encourage Tel: +1-305-372-0313 • Fax: +1-305-539-9228 team participation in this event, IQPC is pleased to offer you the following discounts: Number of Attendees Savings Of: 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 3 to 4 10% directions or transportation suggestions. 5 or more 15% Special Dietary Needs: If you have a dietary restriction, please contact Customer Details for making payment via EFT or wire transfer: Service at 1-800-882-8684 to discuss your specific needs. JPMorgan Chase Penton Learning Systems LLC dba IQPC: 957-097239 ©2006 IQPC. All Rights Reserved. The format, design, content and arrangement of ABA/Routing #: 021000021 this brochure constitute a trademark of IQPC. Unauthorized reproduction will be Reference: Please include the name of the attendee(s) and the event number: 2404.01 actionable under the Lanham Act and common law principles. 5 Software Asset Management & Software Licensing Summit • Miami, FL
  • 6. International Quality & Productivity Center REGISTRATION CARD 535 5th Avenue, 8th Floor New York, NY 10017 ❑ YES! Please Register me for Software Asset Management & 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. Your customer registration code is: When registering, please provide the code above. Name __________________________________________________________________ Title ___________________________________________________________________ Organization ____________________________________________________________ Address _______________________________________________________________ City ______________________________ State ______ Zipcode ________________ Phone ____________________________ Fax ______________________________ E-Mail _________________________________________________________________ ❑ Please keep me informed via email about this and other related events. 4 EASY WAYS TO REGISTER: ❑ Check enclosed for $_____________________(Payable in U.S. Dollars to IQPC) 1 Web: www.IQPC.com/ITManagementIQ ❑ Charge ❑ AMEX ❑ Visa ❑ Master Card 2 Call: 1-800-882-8684 or 1-973-256-0211 Card #_____________________________________________ Exp Date:_____/_______ 3 Fax: 1-973-256-0205 Details for making payment via EFT or wire transfer can be found on preceding page. 4 Mail: International Quality & Productivity Center ❑ I cannot attend, but please keep me informed of all future events. 2404.01/D/DS 555 Route 1 South, Iselin, NJ 08830 To Register Visit Us At: www.IQPC.com/ITManagementIQ OR Call 1-800-882-8684 ➔ ➔ ➔ To Register Visit Us At: www.IQPC.com/ITManagementIQ OR Call 1-800-882-8684 Media Partners: Management Software Asset Responsibilities for Identifying Roles and Vendor Scorecard Creating and Managing a Hear Key Strategies and Insights into: SEMICONDUCTOR FREESCALE HOBART WEST GROUP LOCKHEED MARTIN SUNBEAM PRODUCTS AMERICAN AIRLINES Featuring Presentations, Case Studies and Expert Commentary from: Asset Cost Reduction & Compliance Tools, Techniques & Technologies for Software SoftwareLicensing Management & Software Asset February 27 - March 1, 2006 Tracking Software Assets Asset Management by Effectively Maximize Software Utilization Achieving ROI on Software Support Services Software Maintenance & Lowering the Cost of FERGUSON ENTERPRISES MARRIOTT INTERNATIONAL CICALA & ASSOCIATES SCOTT & SCOTT, LLP SERVICES AUDI FINANCIAL VOLKSWAGEN CREDIT/ • Doubletree Grand Biscayne Bay Supporting Organizations: MAIMONIDES MEDICAL CENTER PROCTER AND GAMBLE KAISER PERMANENTE IT GROUP PROVINCE OF BRITISH COLUMBIA Across the Enterprise Software License Deals Successfully Negotiating Software Asset Management Making the Business Case for • Miami, FL SUMMIT

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