Software Asset Management & Software Licensing

(1)

Software Asset

Management

&

Software Licensing

Tools, Techniques & Technologies for Software

Asset Cost Reduction & Compliance

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

Creating

and Managing a

Vendor Scorecard

Identifying

Roles and

Responsibilities for

Software Asset

Management

Media Partners:

Supporting Organizations:

Lowering

the Cost of

Software Maintenance &

Support Services

Achieving

ROI on Software

Asset Management by Effectively

Tracking Software Assets

Making

the Business Case for

Software Asset Management

Successfully Negotiating

Software License Deals

Maximize

Software Utilization

Across the Enterprise

Featuring Presentations, Case Studies and Expert Commentary from:

February 27 - March 1, 2006

• _{Doubletree Grand Biscayne Bay}

• _{Miami, FL}

SUMMIT

Hear Key Strategies and Insights into:

To Register Visit Us At:

www.IQPC.com/ITManagementIQ

OR Call

1-800-882-8684

➔

(2)

2 Software Asset Management & Software Licensing Summit

• Miami, FL

Who You Will Meet:

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

Workshop Leader:

Pat Cicala

CEO & President

Cicala & Associates,LLC

B

11:15am – 2:15pm

11:00am Workshop Registration – Lunch will be served

Building the Business Case for Software Asset Management

•

_{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}

requirements

•

_{Tools, metrics, and resources for software asset}

management

•

_{Contract considerations for effective software}

asset management

Workshop Leader:

Dan Griffith

EDA Software Vendor Manager

FREESCALE SEMICONDUCTOR

C

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 2006. 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 Software Asset

Management 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}

(ROI) for software asset management

•

_{Using Gartner industry analytics in order to}

benchmark individual software asset

management efforts

Workshop Leader:

Pat Cicala

CEO & President

CICALA & ASSOCIATES, LLC

This conference is designed to meet the

information needs of CIOs, CTOs, VPs,

Directors, Managers, and other

Executives responsible for:

• _{Software Asset}

Management

• _{IT Asset Management}

• _{Systems & Networks}

• _{IT Compliance}

• _{Software Engineering}

• _{Application Development}

• _{Procurement/Sourcing}

• _{Contract Management}

• _{Technical Services}

• _{Vendor Management}

• _Audit

Facts:

"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

Testimonials:

➔

•

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.

software licenses

•

_{Preserve the attorney work-product and}

attorney-client privileges throughout the audit process

•

_{Understand contract and copyright laws related to}

software audits

•

_{Know how financial fines are calculated in}

software audits

Workshop Leader:

Rob Scott

Managing Partner

SCOTT & SCOTT, LLP

(3)

3 To Register Visit Us At:

www.IQPC.com/ITManagementIQ

OR Call

1-800-882-8684

7:45

Registration and Breakfast

8:30

Chairperson’s Welcome and Opening Remarks

8:45

Making the Business Case for Software Asset

Management

•

_{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 Software Asset Management

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 Software Asset Management

•

_{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 Management

AMERICAN AIRLINES

11:45

Lifecycle SAM: Essential Strategies for Cost Control

and Ensuring Multi-Asset Management 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 Management: 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

Main Conference Day 1

Tuesday, February 28, 2006

➔

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: www.ITtoolbox.com

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.

(4)

Software Asset Management & Software Licensing Summit

• Miami, FL

4 7:45

Networking Breakfast

8:15

Chairperson’s Opening Remarks

8:30

Achieve ROI on Software Asset Management by

Effectively Tracking Software Assets

•

_{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 Management 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 Management 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

Management, Common IT Services

PROVINCE OF BRITISH COLUMBIA

4:15

Closing Remarks from the Chair and

Close of the Conference

Main Conference Day 2

Wednesday, March 1, 2006

➔

About our Supporting Organizations:

The Information Technology and

Telecommunications Special Interest

Group (IT & Telecom SIG), a

component of the Project Management 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: www.pmi-ittelecom.org

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: www.computer.org/software

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.

(5)

5 Register Online, by Phone Fax or Mail

Web:

www.IQPC.com/ITManagementIQ

Phone:

1-800-882-8684 or 973-256-0211

Fax:

973-256-0205 24 Hours A Day

Mail:

International Quality & Productivity Center

555 Route 1 South, Iselin, NJ 08830

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.

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: 957-097239 ABA/Routing #: 021000021

Reference: Please include the name of the attendee(s) and the event number:2404.01

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 1-800-882-8684.

Lodging Information: Sessions for the Conference and Workshops will be held at:

DOUBLETREE GRAND HOTEL BISCAYNE BAY

1717 North Bayshore Drive, Miami, FL, 33132-1180 USA

Tel: +1-305-372-0313

•

Fax: +1-305-539-9228

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 1-800-882-8684 to discuss your specific needs.

©2006 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles.

EARLYBIRD B

EARLYBIRD A 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

Silver Package Save $300 Save $200

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

Only one discount may be applied per registrant - please call 1-800-882-8684 for more details.

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.

To learn more about these and other marketing opportunities please call

Shannon Forrester

at

212-885-2719

or via email at sponsorship@iqpc.com.

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

SPONSORSHIP and EXHIBITION OPPORTUNITIES

EXHIBITION BOOTHS

MORE INFORMATION

Software Asset Management & Software Licensing Summit

• Miami, FL

(6)

So

ft

w

are

A

sse

t

Ma

na

ge

m

en

t

&

Sof

tw

are

L

ic

en

sin

g

Tools, T

echniques & T

echnologies for Softwar

e

Asset Cost Reduction & Compliance

AMERICAN AIRLINES

SUNBEAM PRODUCTS

LOCKHEED MAR

TIN

HOBAR

T WEST GROUP

FREESCALE

SEMICONDUCTOR

VOLKSW

AGEN CREDIT/

AUDI FINANCIAL

SER

VICES

SCOTT & SCOTT

, LLP

CICALA & ASSOCIA

TES

FERGUSON ENTERPRISES

PROVINCE OF BRITISH COLUMBIA

KAISER PERMANENTE IT GROUP

PROCTER AND GAMBLE

MAIMONIDES MEDICAL CENTER

MARRIOTT INTERNA

TION

A

L

Cr

eating

and Managing a

Ve

ndor Scor

ecar

d

Identifying

Roles and

Responsibilities for

Softwar

e Asset

Management

Media Partners: Supporting Organizations:

Lowering

the Cost of

Softwar

e Maintenance &

Support Services

Achieving

ROI on Softwar

e

Asset Management by Ef

fectively

Tracking Softwar

e Assets

Making

the Business Case for

Softwar

e Asset Management

Successfully

Negotiating

Softwar

e License Deals

Maximize

Softwar

e Utilization

Acr

oss the Enterprise

Featuring Pr

esentations, Case Studies and Expert Commentary fr

om:

February 27 - Mar

ch 1, 2006

•

Doubletr

ee Grand Biscayne Bay

•

Miami, FL

SUMMIT

Hear Key Strategies and Insights into:

To

Register V

isit 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

International Quality & Productivity Center

535 5th Avenue, 8th Floor

New York, NY 10017

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.

❑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.