Skot Waldron: GiANT
Speaker Bio: Skot Waldron, author of the best-selling “Unlocked: A 52-Week Guide For The Intentional Leader” and podcast host of “Unlocked With Skot Waldron,” is renowned for transforming complex communication challenges into growth opportunities. His practical strategies foster effective leadership, influence, and alignment in top-tier organizations like J.P. Morgan Chase and The Coca-Cola Company.
Session Title: Overcoming The Challenge of Change
Session Description: There is one thing in life and work that is guaranteed, and that is things will change. We have people around us moving full-steam ahead and then others that are constantly pumping the brakes. They both play a valuable role in helping us succeed as teams and organizations. So, how do we lead change effectively inside our organizations? This presentation will provide you with some simple tools to help get everyone on board.
Learning Objectives:
* Learn which personality types like change and which are more change-averse.
* Understand how each person can play a role in the plan for change.
* Discover 3 tools to bring about change effectively inside your organization.
Frank Venezia: Ernst & Young
Speaker Bio: Frank Venezia, Americas IT Asset Management (ITAM) Leader, based in New York, boasts 20+ years advising global businesses on IT infrastructure and ITAM solutions. His expertise spans governance, processes, IT vendor management, contract optimization, SW compliance, and verification. A member of IAITAM, Frank holds the CAMSE certification, leading negotiations with major publishers, formerly Senior VP at Siwel, he led Client Executive and Technical Services teams.
Session Title: ITAM and FinOps
Session Description: Explore the seamless integration of IT Asset Management (ITAM) and Financial Operations (FinOps) in this insightful session. Discover the crucial connection between optimizing IT assets and aligning financial strategies for enhanced cost efficiency and budgeting. Dive into practical insights on integrating ITAM principles into FinOps practices to improve overall financial performance.
Paul Baum: PlanITROI
Speaker Bio: Paul Baum is the founder and CEO of PlanITROI, a leading provider of top-tier IT Asset Disposition (ITAD) services. With over 30 years of experience, Baum has been instrumental in revolutionizing the life cycle of IT assets, emphasizing their potential to close the digital divide through affordable technology. Baum’s innovative approach seeks to disrupt traditional ITAD, reverse logistics, and returns management industries, with a focus on extending IT assets to the next users – not only bridging the digital divide but also significantly benefitting communities and the environment through sustainable and impactful business practices.
Session Title: AI Unleashed: Transforming ITAD into a Strategic Powerhouse
Session Description: Step into the future of IT Asset Disposition where AI isn’t just a buzzword – it’s a game-changer. This session will showcase how AI redefines ITAD with:
1. Advanced Data Erasure: Implement AI-driven protocols for comprehensive data security – ensuring no data is left vulnerable.
2. Predictive Asset Management: Leverage AI for predictive analytics – enhancing maintenance and extending asset life.
3. Increased Cost Efficiency: Use AI to streamline processes, reduce costs, and optimize resource allocation.
4. Ensured Compliance: Automate compliance monitoring with AI – outpacing regulatory changes with minimal effort.
5. Optimized Asset Valuation: Accurately assess and maximize asset recovery value with AI
Session Title: The ITAD Iceberg: 5 Takeaways to Navigate Risks
Session Description: Avoid danger and elevate your IT Asset Disposition strategy. This focused session will identify key risks and hidden opportunities, answering five pressing questions:
1. Are you still receiving low asset recoveries and overspending on your ITAD program?
2. Is your vendor’s unprofitability increasing your data security risk?
3. Are your retired PC’s Windows licenses being sold at your risk?
4. Are your valued assets being recycled vs. being resold to your benefit?
5. Are your reports and ESG measurements inconsistent and inaccurate?
Know the truth and apply actionable insights to your ITAD program to secure its success against emerging challenges.
Session Title: Profit with Purpose: 5P’s of ITAD – Get Paid. Do Good!
Session Description: Embrace the 5 “P”s of ITAD—Passion, Purpose, Planet, People, Profit—and harness the power of IT Asset Disposition as a force for bridging the digital divide. In this session, learn how Visa uses their ITAD profits to fuel donation programs for under privileged and low-income people in the US. Learn how to merge profit with purpose from your retired and end-of-life devices, without extra investment. See how ITAD can make a significant impact on your organizational ESG goals and be like Visa: GET PAID TO DO GOOD.
Felicia Parilo: Oracle America, Inc.
Speaker Bio: Felicia Parilo is a Global Director within Oracle’s Global License & Advisory Services (GLAS) group, responsible for Partner Programs. Felicia’s focus is on Oracle’s global Partner ecosystem, including SAM Partners, Third Party Tool Vendors, and Independent Software Vendors. Felicia has over 14 years of GLAS experience working with diverse Oracle Partners and customers in advisory functions.
Session Title: Oracle Software Asset Management (SAM) Expertise & SAM Partners
Session Description: GLAS provides proactive advisory services to strategic Partners and Customers to arm them with actionable & useful insights into their Oracle investments. Oracle launched the new OPN SAM Expertise for SAM Partners. This SAM Program represents an opt-in offering for our customers to help them build confidence in their purchasing and deployment decisions and evaluate their alignment with their Oracle investments. For your SAM needs, Customers can now choose from among announced verified Partners.
Melissa Cortale: Olitech Solutions
Speaker Bio: Melissa Cortale, founder of Olitech Solutions, is a leading global expert in Oracle licensing. Melissa has been working with Oracle licensing for 15+ years, part of which she worked for Oracle, where she gained extensive knowledge of Oracle’s licensing, support, and business practices. Realizing she could help her clients substantially reduce their ever-growing Oracle costs, Olitech was born, and is now a leading Oracle licensing advisory firm with clients throughout the commercial and government sectors. Melissa is a continued trusted advisor to her clients and has saved her clients millions of dollars in unnecessary licensing and support costs.
Session Title: Common Oracle Licensing Pitfalls and how to avoid them!
Session Description: In working with hundreds of Oracle clients there are many recurring licensing pitfalls we have seen time and time again. In this session we are going to discuss the most common Oracle licensing pitfalls that leave Oracle clients with large financial exposures and causes them to miss savings opportunities. In this session, we will share tips and tricks on how to avoid these pitfalls and give you concrete next steps to bring back to your organization to better manage your Oracle estate.
Jeremy Olson: Dynamic Lifecycle Innovations
Speaker Bio: Jeremy Olson, CITAD, is a Senior Corporate Solutions Executive at Dynamic Lifecycle Innovations with over 12 years of experience in the ITAD space. Well-versed in creating sustainability-centric materials lifecycle management solutions Jeremy is passionate about creating value for partners in all industries by maximizing ROI while maintaining complete data and brand security.
Session Title: Decoding the Balance Sheet: Cost-Reduction Strategies for ITAD Programs
Session Description: When economic volatility is the new normal, effective management of IT asset disposition (ITAD) programs has become crucial for organizations. This will provide attendees with insights into optimizing their ITAD programs amidst turbulent economic conditions by:
• Understanding ITAD Cost Centers and Profit Margins
• Maximizing Value with ITAD Vendors
• Measuring and Monitoring Asset Value
• Reducing ITAD Costs
• Evaluating the Corporate Footprint
Session Title: Sustainable ITAD: ESG, the SEC, & Scope 3
Session Description: When environmental, social, and governance (ESG) issues are not just ethical, but also financial imperatives, understanding Scope 3 emissions is crucial for business success. This session delves into the intricacies of Scope 3 GHG emissions, and the impending U.S. SEC regulations that will transform how companies report and manage their environmental impact. We’ll explore differences between carbon calculators and learn how to demonstrate the value an ESG-focused ITAD solution can provide.
Wil Herrera: iT1
Speaker Bio: Wil Herrera, has been in the industry for 25+ years. His background is extensive and includes managing large IT environments as an end-user, OEM and Partner. Wil’s specializations include data centers, networking, storage, professional services, and cloud. He holds many certifications with the major manufactures such as AWS, VMware, DELL/EMC, Cisco, Palo Alto, Aruba/HPE. Wil has worked with many customers over the years to provide cost effective solutions that accelerate business outcomes.
Session Title: Using AI to get your time back – tools to increase the speed of daily tasks, projects and response.
Session Description: The use of AI tools can reduce your work by 4-5 hours a week. We’ll dive into how AI can help. From simple daily tasks to complex projects or deadlines, AI is here to help.
Meetings – Ask AI to give you the key bullet points if you join late or take notes
Draft replies to emails for your review
Create tables and charts to review numbers
Build presentations, word documents and more
Terry Divelbliss: Eracent
Speaker Bio: Terry manages all marketing activities for Eracent. He has years of software product management and marketing experience and has been active in IT Asset Management for 25 years. His hands-on experience includes working with large organizations to plan and implement ITAM repositories and efficient business processes. Terry holds numerous ITAM/SAM certifications, Management and Marketing degrees from Indiana University of Pennsylvania, and an MBA from the University of Pittsburgh.
Session Title: Elevating the Importance of ITAM to Your Organization: Audit, Risk and Cyber Use Cases
Session Description: ITAM provides the ability to discover all hardware and software assets, manage contracts and financials, track lifecycle transactions, and expose critical configuration and vulnerability details. When ITAM data is integrated with a means to perform whitelisting, associate assets to systems and landscapes, and more, your ITAM program can be an indispensable driver for Cyber, Risk, Audit and Compliance inititatives. This session highlights this potential with real-world use cases.
Danielle Kraft: SHI International
Speaker Bio: Danielle Kraft works as the Sr. Manager ITAM Services at SHI International Corp headquarters in Somerset, N.J. and has been with the company for over 15 years focusing on Software Licensing and the ITAM industry. Danielle has extensive knowledge in software licensing and IT Asset Management. Danielle overlooks the day-to-day ITAM projects while working alongside a large team of ITAM professionals. Danielle strives to help develop the ITAM team and enhance the procedures, tools and services to provide excellent customer service.
Session Title: Gotchas of Managing a Software Audit
Session Description: Throughout the presentation, the ‘gotchas’ or common pitfalls that companies often fall into during software audits will be highlighted. These could include lack of preparation, misunderstanding of licensing terms, poor record keeping, and failure to respond appropriately to audit findings. The aim of the presentation will be to equip the audience with the knowledge to avoid these common mistakes and successfully navigate through a software audit.
Susan Krautbauer: Digitunity
Speaker Bio: With over 20 years in global ITAD and IT service delivery, Susan Krautbauer, Senior Director at Digitunity, advocates for digital equity via technology access and reuse. Focusing on cross-sector collaboration, merging social good with ESG principles, she participates in SERI’s Technology Advisory Committee for R2 standard and ESG alignment. Advising federal, state, and corporate entities on digital equity and tech reuse, Susan is known as a key influencer in the tech and sustainability sector.
Session Title: Driving Digital Equity: ITAD’s Impact on the $65B Investment.
Session Description: This session highlights opportunities for ITADs, OEMs, and corporations to participate in the $65B federal IIJA and $2.7B Digital Equity Act funding. Urging strategic public, private, and social sector collaboration over the next five years, we’ll explore the potential for social, business, and ESG impact through involvement in national digital equity solutions. Attendees will discover ways to contribute, leveraging strategic partnerships to maximize participation in this historic funding period.
Sunil Chandna: Stellar Data Recovery Inc. DBA BitRaser
Speaker Bio: Sunil is CEO of Stellar, a company he co-founded in 1993 that serves over 3 million customers globally and develops professional software for Data Recovery, File Repair, and Data Erasure Software – BitRaser. Sunil has been a part of several industry forums & events that aim at driving cybersecurity and data privacy awareness. Top media organizations have regularly sought his expert opinion during critical ransomware and cyber-attacks. He has also authored articles on data destruction subject that have been published in IAITAM ITAK, SC-Magazine, and several industry publications.
Session Title: Mitigating Data Breach Risks Through Remote Data Erasure
Session Description: This session aims to reveal the crucial role of remote data erasure in enhancing data security for the remote workforce. According to the Forbes study, it is estimated that by 2025, 32.6 million Americans will be engaged in remote work. In the context of the growing prevalence of remote work & the ever-evolving cyber threat landscape, the speaker will address the best strategies for IT Asset Managers to uphold data security. The best practices include secure data erasure from remote IT assets after their use, emphasizing its importance in preventing data theft & adhering to regulatory compliances. Remote data erasure must be a part of an organization’s data destruction policies to proactively manage data leakage risks and ensure compliance.
Mandi Sue Bleau: Anglepoint
Speaker Bio: Mandi Sue brings almost 20 years of experience in software licensing and 10 years specifically in software asset management (SAM). She has a vast knowledge of multiple publishers, programs, and SAM tools. Mandi Sue’s passion lies with her customers. She likes to build trusted relationships and solve client issues while improving their SAM Programs. Currently MSB leads the global team at Anglepoint supporting Microsoft.
Session Title: Define Goals to Drive Outcomes: Locking in an Easier SAM Technology Implementation
Session Description: Learn from Anglepoint SAM expert Mandi Sue Bleau how defining end goals and involving the right stakeholders will help you ease the process of implementing and adopting your SAM technology. With a blend of strategic and tactical insight from real-world experiences, she will show you can achieve a successful outcome and ensure a return on investment in your SAM technology.
Tom Watson: Asset Management International, LLC
Speaker Bio: Since 2003, Tom Watson, a tech expert and entrepreneur, has led AMI, transforming it and AssetTrack into hardware asset management leaders. His background as a software developer for startups like Micropath sparked the creation of AMI to address companies’ hardware tracking challenges. With a Fine Arts degree from the University of Washington, Tom is dedicated to aiding people in making wise purchases, ensuring precise deliveries, and supporting IT asset managers for informed decision-making, enhancing job satisfaction and data security. Beyond work, he enjoys family time, soccer, and explores musical interests with his band, Crown Hill.
Session Title: From Data to Decisions: Transforming Hardware Asset Management with AI Insights
Session Description: Delve into the dynamic integration of data and Artificial Intelligence. Witness the transformative impact of AI-generated insights on conventional asset management, translating raw data into informed strategic decisions. Acquire actionable knowledge on deploying AI solutions to streamline hardware asset lifecycles, ensuring an enhanced, forward-thinking organizational resource management approach.
Jeremy Olson: Dynamic Lifecycle Innovations
Speaker Bio: With a rich tapestry of experience woven over a quarter-century in the dynamic realm of Information Technology, Carlos stands as a stalwart figure in the industry. Currently donning the cap of Director of Software Asset Management (SAM), Carlos is a seasoned professional known for steering the ship of organizations towards optimal software utilization and compliance. A true maestro he possesses a profound command over the orchestration of systems and software.
Session Title: I.C.E. – Inventory Control and Education Foundational Pillars of SAM
Session Description: Having a good foundation is key to getting a solid SAM program off the ground. Learn some basics principles that have been integral through my career in ensuring that the right steps are being taken to build with the strongest pillars in place to grow your program in the right direction.
Robbie Plourde: USU
Speaker Bio: Robbie is a charismatic IS Business Executive with a broad background in international business. In his Principal Solution Engineer role, Robbie is pre-sales technical lead and License Management solution leader. He has led process improvement initiatives and developing solutions that enable strategic and operational business goals for over a decade. In the past 15 years, Robbie has specialized in corporate License Compliance initiatives for Fortune 500 companies in Europe and the US. He holds an MBA from Quinnipiac University where he graduated Magna cum Laude.
Session Title: Cybersecurity Frontiers: Enhancing Asset Security in the Digital Age
Session Description: Join Robbie Plourde, from USU, for “Cybersecurity Frontiers: Enhancing Asset Security in the Digital Age.” This session delves into the pivotal role of IT Asset Management (ITAM) in enhancing cybersecurity. Plourde will cover cutting-edge strategies for the secure management of digital assets, effective risk mitigation, and compliance assurance. Learn how to navigate the complexities of cybersecurity in an era of relentless digital threats… before it’s too late!
Scott Jensen: SoftwareONE
Speaker Bio: Passionate about optimizing IT landscapes and mitigating compliance risks, I currently serve as the Senior Director of ITAM Managed Services and Oracle Advisory Practice Lead for NORAM at SoftwareONE. In this pivotal role, I lead a high-performing team dedicated to delivering strategic solutions that empower organizations to streamline IT Asset Management and maximize the value of their Oracle investments.
Session Title: Shark Tank: Lessons on How to Sell Your ITAM/FinOps Program
Session Description: Dive into the world of ‘Shark Tank’ for insights on successfully pitching your IT Asset Management (ITAM) or Financial Operations (FinOps) program. Learn to address key concerns and craft a compelling message that resonates with company “sharks” (executives and stakeholders). This presentation equips you with strategies to secure support and drive adoption, ensuring lasting success for your ITAM or FinOps initiative within your organization.
Mike Temple: ServiceNow Patrick Graff: Microsoft
Speaker Bio: Mike has over 35 years working in high tech, with over 20 focused on IT Asset Management, working with some of the world’s most important names in providing ITAM solutions, to some of the world’s largest, recognizable, and most complex companies.
Patrick Graff holds the position of Senior Service Engineer and serves as the leader of the Software Asset Management program at Microsoft. With an impressive 29-year tenure at the company, he has been instrumental in spearheading numerous successful programs. Patrick plays a pivotal role in overseeing the comprehensive management of onboarded non-Microsoft solutions, contributing significantly to the success of Microsoft’s digital business.
Session Title: Failing an audit is not a problem! … it’s a SYMPTOM!
Session Description: Join us in this best-practice session, distilling years of experience with hundreds of customers, on what things to think about day-to-day to prepare you for an audit response, whether a software vendor, regulatory body audit, hardware internal security audit, or others. At the end of this session, you will understand not only how to pass audits, but how to be constantly audit-ready.
Alheri Adams: Chevron Phillips
Speaker Bio: Alheri Adams is as an IT Contracts and Compliance Manager for Chevron Phillips Chemical Company LP, known for her legal, contractual, and technical expertise. Her legal knowledge involves a deep understanding of contract law, intellectual property rights, and compliance regulations related to IT contracts. She is well-versed in drafting, reviewing, and negotiating contracts to ensure they align with legal requirements and protect the interests of Chevron Phillips Chemical Company LP. Alheri’s contractual expertise includes the ability to effectively manage and administer IT contracts throughout their lifecycle. She holds a master’s degree in law and is currently obtaining her PhD.
Session Title: Contract Negotiation: Best Practices for the Best Deals
Session Description: When it comes to negotiating contracts and securing the best deals there are several key strategies that can help you achieve favorable outcomes in contract negotiations:
• Explore Win-Win Solutions: Look for creative alternatives that address the interest and concerns of both sides.
• Leverage Information and Options: Gather relevant information to negotiate from a position of strength.
• Know Your Value: Understand the value you bring to the table and emphasize it during negotiations.
• Be Flexible, but Firm: Don’t lose sight of your objective.
• Build and Maintain Relationships: Practice effective communication, active listening, and empathy to create an atmosphere for collaboration.
• Tricks and Tips to solidify a good deal!
Rocco D'Amico: Brass Valley LLC
Speaker Bio: Rocco D’Amico (Founder and CEO) brings with him over 25 year experience in operations, management, and technology sales. Brass Valley was founded in 2003 in Mr. D’Amico’s basement and has now grown to provide ITAD services to risk-averse companies on a global basis. Prior to Brass Valley Mr. D’Amico helped Fortune 500 clients develop high availability data center infrastructure. Mr. D’Amico also spent over 20 years in engineering, sales, process design, and operations management for companies including Fairchild, Schlumberger, General DataComm, NCR Microelectronics, and AMCC. Mr. D’Amico holds a BSMIE from Clarkson University.
Session Title: Managing ITAD Risks: Strategies for High Reliability in Decommissioning Processes
Session Description: In this session we will discuss 3 aspects of risk management to bring your ITAD process to the next level. The topics will included embedded or hidden media, Using indemnification to incentivize proper behavior from your ITAD provider, and adopting High Reliability Organization practices within your ITAD process.
Balram Pandey: EY
Speaker Bio: I am a Technology Consultant at Ernst & Young. My previous roles include Director at RBC, Managing Consultant at IBM and Global Process Owner at Siemens. I am a pragmatic thought leader with over 25 years of experience in diverse IT fields. In recent years, I am specializing in SAM, ITAM, and ITSM helping large and complex organizations achieve their goals. I have pragmatic approaches to transform these practices and deliver measurable value to the organization.
Session Title: How to build eye opening and convincing business case for SAM?
Session Description: This session provides an approach to create SAM business case through a practitioner’s lens. It is not a marketing or sales pitch! It is a pragmatic and tested approach that provides necessary details and gets approval.
Participant will walk out with good understanding of all the ingredients needed to create a successful business case and succeed to convince your organization on how investment in SAM provides returns and it is not a losing proposition.
Neil Frodsham: SHI International
Speaker Bio: As Global Director of ITAM Services, Neil is responsible for all the IT & Software Asset Management services SHI delivers to its customers. Neil originally built and led the European division of SHI’s IT and Software Asset Management practice before taking the global lead. His division supports successful software governance, license compliance, audit defense and ITAM/SAM optimization projects for customers of all shapes and sizes. Neil has over 17 years of experience in the software and information technology business and has been specializing in Software Asset and License Management for over 14 years.
Session Title: Workshop – The Changing Role of the SAM Manager – how to further develop your career journey
Session Description: In this interactive workshop, we will discuss how the industry is changing and the role SAM Managers need to play to make a strategic impact. The SAM Manager role is transforming from a reactive compliance activity to a role focused on driving increased value companies obtain from their investments in software. This can be a difficult journey for most people and companies; join this interactive workshop to learn more about the future of the role and how transformation can help you grow.
Neil Peters-Michaud: Cascade Asset Management
Speaker Bio: Neil is the co-founder and CEO of Cascade Asset Management. He established the company in 1999 on the principles of providing safe and secure technology disposition services while minimizing environmental risk through responsible practices. Neil earned his BS and MBA from the University of Wisconsin. He received the University of Wisconsin Alumni Association “Forward Under 40” award and was recognized in the Hall of Fame of the Electronics Reuse Conference.
Session Title: Should You Remove Device Locks When Retiring IT Assets?
Session Description: Security measures like activation locks, BIOS passwords, Computrace, and MDM software are critical for safeguarding IT assets and their data. However, for organizations that want to unlock the value of an asset and give it a second life, these protective measures complicate the process. This seminar provides insights on how securing and effectively removing these controls can be a win for the IT Department, add profit to the company’s bottom line, and contribute to sustainability goals.
George Weisgerber: Galide
Speaker Bio: George has decades of experience helping tech firms optimize their business processes and workflows. Since 2019, George’s focus has been making hardware lifecycle management easier for IT teams. As VP of Partnerships & Procurement, George’s mission is to help Galide’s enterprise and K-12 clients maximize the value of their aged hardware, securely and sustainably.
Session Title: The Future of Hardware Lifecycle Management
Session Description: In this session we’ll explore the evolution and future of hardware lifecycle management, including emerging technologies, managing IoT devices, AI-enabled ITAM functions, BYOD, zero-touch, new regulatory challenges, and more.
Davida Grant: IDFR, LLC
Speaker Bio: Operational Technology asset management professional who began journey into Asset Management working in manufacturing plant in South Carolina who piloted a plant audit. In preparation for the audit, I started verifying assets from production area and anything that was plugged into network. After the audit it sparked my interest and passion to pursue asset management certification. I have leveraged my certification and manufacturing experience to create my career path I am on today.
Session Title: Operational Technology Asset Management, you can’t protect what you do not know you have.
Session Description: The importance of building the necessary relationships in a manufacturing environment is key to building a successful OT asset inventory. Building collaborative relationships to get the buy in manufacturing locations to share knowledge of assets in environment to be tracked and showing how it can help from the aspects of safety and cybersecurity.
Aamer Trambu : SoftwareOne
Speaker Bio: Aamer Trambu is an ITAM Consultant at SoftwareOne. He has 8 years of real-world experience in ITAM and was previously a journalist. He has a knack for digging deeper, finding trends, and sharing engaging stories. He graduated with an MBA in Finance from the University of Missouri, Columbia. He is passionate about process improvement and empowering customers with knowledge and insight. I was born in Saudi Arabia to parents from Kashmir (between India and Pakistan). He lives with his wife and four kids in Windsor, Ontario, Canada. In 2022, his travels took him to 100 cities (USA and Canada). He also volunteers at the local mosque to help young professionals with career advice and optimize their LinkedIn profiles. He speaks six languages: English, Urdu, French, Hindi, Arabic and Kashmiri.
Session Title: The 7 reasons why SAM Tool implementations fail
Session Description: SAM Tools are designed to help organizations optimize their software usage and compliance. The tool vendors claim they can save you millions. However, sometimes SAM tools fail to deliver the expected benefits. How can you save your multi-million dollar SAM Tool investment from going bust? What can you learn from other failed implementations? In this presentation, learn the seven most common reasons SAM tools fail and how to avoid these pitfalls.
Aaron Zeper: DMD Systems Recovery, LLC
Speaker Bio: Aaron Zeper is CEO of DMD Systems Recovery, Inc., an ITAD that provides flexible and tailored solutions resulting in governance, emphasizing transparency, and focused on reuse for the Fortune 5000 and Cloud 500. He has spent 20 years leading teams and companies with specialized expertise in IT Services, Microsoft Practices including SAM and License Advisory, Third Party Maintenance and OEM alternatives, and Telecom Expense Management.
Session Title: Losers comply. Winners govern.
Session Description: Learn the differences between compliance and governance, and why governance is superior. We will use ITAD to illustrate the principles of programs along the compliance to governance maturity model, so you leave with tangible examples and immediate steps to evaluate your program, determine where you want it to go, and speed up your journey.
Dag Adamson: Destroy Drive
Speaker Bio: Dag Adamson, has 20 years’ experience in the securing and destroying data found in retired IT assets. Presently Dag works with global ITAD, VARs, 3PMPs, and Fortune 500 companies to build next generation secure data destruction programs. Mr Adamson’s background includes: serving on the global board of directors of the National Association of Information Destruction, founder of one of the first ITAD companies with facilities across the US and performing extensive research and published articles on the advancements in data destruction. Dag holds an MBA from Boston College and a BS in Electrical Engineering from Worcester Polytechnic Institute.
Session Title: Onsite Data Destruction: Why it is more cost effective, faster/efficient, accurate, secure and easier.
Session Description: The presentation will review and expose all the supply chain costs of performing data destruction at the customer location vs. performing the destruction at a remote facility. Through a review of multiple case studies, learn how IT asset management and disposition can be made more cost effective, efficient, accurate and secure, while making it easier for you and your ITAD vendor.
Patrick Graff: Microsoft
Speaker Bio: Patrick Graff holds the position of Senior Service Engineer and serves as the leader of the Software Asset Management program at Microsoft. With an impressive 29-year tenure at the company, he has been instrumental in spearheading numerous successful programs. Patrick plays a pivotal role in overseeing the comprehensive management of onboarded non-Microsoft solutions, contributing significantly to the success of Microsoft’s digital business. Over the last 15 years, he has dedicated his efforts
Session Title: Microsoft AI Copilot helps fly it’s internal SAM program to new heights.
Session Description: Explore how Microsoft is harnessing the power of AI within its internal Software Asset Management program, gaining insights into the processes, tools, and increased efficiency propelling us into the new era of Asset Management at Microsoft. Microsoft adopts a robust approach to the management and mitigation of risks associated with its software licensing needs, consumption, and security. This advanced technology guides us towards more streamlined automation and communication process at MS.
Andrew Filla: Insequence Inc.
Speaker Bio: Andrew Filla, CEO of InSequence Inc., brings 15+ years’ software management experience in large enterprises. His mission: build teams, engineer solutions for reliable data presentation, and ensure positive user experiences. With a background in software development and IT, he uniquely simplifies software tracking and delivery. As InSequence’s head, he directs strategic planning, business development, and corporate oversight.
Session Title: A Secure Software Supply Chain is Critical to Successful Federal SAM Programs
Session Description: President Biden’s Executive Order on Improving the Nation’s Cybersecurity explicitly calls out that action must be taken by the Federal Government to improve security and integrity of the Software Supply Chain. This session will cover the uniquely Federal lessons we have learned across over 40 Federal engagements and how SAM is the ideal program to improve an Agency’s Software Supply Chain. We target country of origin, bill of materials, chain-of-custody, and lifecycle for a risk-based approach.
Michele McCormick: IT Roosters
Speaker Bio: Michele McCormick has 12 years of experience in Mobile Device Management and 5 years in Asset Management. She holds a Masters Degree from Boston College and is CITAM, CSAM, CHAMP certified with IAITAM Individual Membership. As an IT Asset Management Consultant, she brings a wealth of knowledge and expertise to the field.
Session Title: Educating High-Level Executives on Asset Management Strategies
Session Description: The seminar session will teach effective approaches to discuss software asset management with high-level executives, demonstrate various compliance reporting techniques, and provide tactics for building relationships with product owners to establish compliance.
Linda Cole: OPEN IT, INC.
Speaker Bio: Linda M. Cole is a Business Solutions Consultant at Open iT, Inc. She is a high-energy, seasoned speaker and has been in the IT industry for over 30 years in many capacities, including technical experience, including virtualization, cloud adoption, and IT infrastructure management. Her knowledge and expertise have helped clients save millions of dollars on software licensing. These strategies include how to utilize process, workflow, and technology to solve business problems cost-effectively. She has been consulting clients for the past 10 years at Open iT on the benefits of software usage metering and how to utilize the various data points to optimize licensing.
Session Title: Visualized Cost Analysis: A Game-Changer in Software Licensing Strategies
Session Description: Let’s explore how visualized data analysis equips organizations with the clarity needed to navigate the cost-benefit landscape of software assets effectively. These visualizations facilitate a quick comprehension of the areas where efficiencies can be enhanced, paving the way for informed decisions regarding software license procurement, renewal, and reallocation. By fostering informed decision-making, they can optimize current investments and strategically plan future software acquisitions.
Rich Reyes: DRM Company, Inc.
Speaker Bio: Rich has over 20 years of IT and consulting experience across various industries. He has spent 10+ years in professional services (e.g., EY, Deloitte, etc.) focused on cybersecurity, software auditing, cloud optimization and IT asset management. Rich has also held various leadership roles in IT asset management, strategic sourcing, procurement operations and software compliance for banking, retail and technology companies. Currently, Rich is helping companies enhance their e-waste and IT asset disposition strategies, providing sustainable asset decommissioning, recycling and remarketing solutions to enterprises across the US.
Session Title: Transform ITAM from a Cost Center to a Value Center
Session Description: IT Asset Management (ITAM) is no longer a “nice to have” but a “must have” discipline at organizations, given the complexity of IT and supplier landscapes, both on-premise and in the cloud. Cost savings, risk mitigation and process innovation are repeatable outcomes of a successful function. In this session, Rich will cover techniques to drive actionable insights for IT and business leaders, and share best practices for IT spend optimization — helping to evolve your ITAM department.
Kristy Stroud: Flexera
Speaker Bio: Kristy Stroud, a certified SAM professional and ITAM Forum Trustee with over 25 years of experience in the software asset management industry, is a Snow Software Lead Business Value Consultant. She has over 13 years of experience in consulting with customers on successful implementation of comprehensive SAM programs and toolsets.
Session Title: Entitlement Data Dos and Don’ts: Best Practices for collecting data for a New SAM Tool
Session Description: You have a are planning to invest in a shiny new tool to help you manage your IT assets and thwart the risks of technical debt, countless security threats, vendor price hikes, increased application and infrastructure relationship complexity . . . you get the picture.
Your tool will take on MANY challenges, and now is the time to optimize your agreements and entitlements for that tool and figure out what’s important for your organization’s success — and what your program can do without.
Beth Kaminski: Dart Container Corporation
Speaker Bio: Beth Kaminski is currently the IT Asset Program Manager at Dart Container. She has 25+ years of IT Asset Management experience. The skill sets she brings to ITAM are varied but her true passion is all things ITAM. She started her first SAM practice team in the discipline’s infancy and continues to redefine best practices for teams. Beth regularly provides insight on her experience to the ITAM community and is passionate about SAM’s future.
Session Title: Program Health Check: What’s Your PR Score
Session Description: PR score?? First thought Public Relations? Not so fast. In this session, explore your Policy and Reporting pulse. Times have changed. ITAM is still about keeping track of contracts and license counts/metrics, but it continues to mature into much more. Business partners want instant application satisfaction. With that desire comes increasing pressure on agility and speed to serve the business. Whether you are new or have been around awhile, join me to explore your ITAM PR pulse.
Aaron Cramer: Sage Sustainable Electronics
Speaker Bio: Aaron Cramer is the Director of Practice Advisory for Sage Sustainable Electronics, one of the nation’s leaders within the ITAD space. Prior to joining Sage as a Practice Advisor, Aaron led global IT asset management and IT financial management teams for Fortune 500 companies in the healthcare and P&C insurance industries. He has a Bachelor’s in Business Administration from Merrimack College and a Master’s in Finance from Northeastern University. He is married and the father of two daughters. When he’s not leading transformational change for his clients at Sage, you’ll find Aaron wading in the streams of Connecticut trout fishing.
Session Title: Trash to Treasure: Change the Stigma about Your ITAD Program
Session Description: Every ITAD program is different, but one thing always rings true – a company’s ITAD program is a direct reflection of their corporate priorities. For example, the balance of a company’s Reuse vs. Recycling ratio will make or break your financial returns and/ or your environmental and social impact. Join us in this compelling talk in which, Aaron Carmer, Sage’s ITAD Practice Advisor and a former Fortune 20 ITAD leader, will walk you through numerous case studies and examples of various ITAD programs at their best. The talk will leave you with everything you need to know to build your own successful (and profitable) ITAD program.
Anne Watson: SHI International
Speaker Bio: Anne Watson is an IT professional and thought leader in the ITAM space. With over 20 years of experience, she has spearheaded innovative solutions in both HAM and SAM practices. New to SHI in the role of ITAM Solutions Architect, she is working to provide customers with optimal solutions that fit their unique business goals and challenges. She has served in SAM and HAM Practitioner roles for large entertainment companies, saving millions for both NBCUniversal and DirecTV and as a Consultant for SAM tools, Flexera and Altiris. She lives with her husband and 2 cats in an A-Frame house they have been restoring. She enjoys ballet, horseback riding and barre classes.
Session Title: Broadcom-Sided by VMware Changes?
Session Description: Broadcom has made sweeping changes to VMware since their completed acquisition that has customers, resellers and partners reeling. If you’re thinking, ‘Dude, where’s my perpetual license’, this session is for you. We’ll discuss the pitfalls and paths available to pivot and survive the unknown.
Max Ablimit: Tarim Consulting, LLC.
Speaker Bio: A member of Oracle’s License Management Services (LMS) team for six years with 15 years’ experience in license compliance, Tarim Consulting’s founder and CEO Max Ablimit has successfully and strategically engaged with more than 500 Oracle customers worldwide. He was responsible for starting LMS activities in the Greater China region. This program has become the highest revenue contributor in the Asia Pacific region. Well positioned to speak about Oracle licensing and strategy, audit management, and cost reduction, Max brings to his audiences a depth of experience and understanding that leaves them better equipped and positioned to handle their Oracle challenges.
Session Title: How to Audit Oracle Java to Save Millions
Session Description: With Oracle’s change to the Employee metric for the Java SE subscription in January 2023, Oracle customers have seen their potential Java exposure skyrocket. Customers are experiencing pressure from Java sales reaching out to identify opportunities for Java subscriptions. With the higher costs associated with the new subscription metric, it is imperative for customers to understand the nature of their Oracle Java deployments. This session will enable and empower customers to know what to look for in order to be prepared when Oracle reaches out, potentially saving millions in annual subscriptions.
Alan Bain: ISAM
Speaker Bio: Mr. Bain is presently the Vice President of Delivery for Information Systems Asset Management (ISAM). He provides asset management, software portfolio management, and vendor negotiation services to a wide variety of clients ranging from Federal Agencies to State Governments to Fortune 500 companies. He is directly responsible for managing service delivery and product development for ISAM. Mr. Bain has been in the Information Technology sector for nearly 40 years and actively involved with Software Asset Management for more than 30 years. He is a Certified Software Asset Manager (CSAM) as well as ITIL Foundation certified.
Session Title: The One Thing: Your Next Best Step for SAM
Session Description: Having worked with hundreds of clients over the years and reviewing countless implementations of SAM programs, Mr. Bain will share The One Thing that will improve your SAM program. But like Curly in ‘City Slickers’ says, “the secret of life (and SAM) is just one thing, but you have to figure that out.” What is the One Thing for your program? Mr. Bain will help you figure that out in this pragmatic session of best practices.
Jennifer Munson: SoftwareOne
Speaker Bio: Jennifer Munson has over 10 years of IT Asset Management experience, including starting up Software Asset Management programs at 2 major corporations before landing at SoftwareONE, where she is currently an ITAM Team Lead.
Session Title: Risk Beyond Compliance Gaps
Session Description: Think you’ve mastered how to calculate license compliance gaps and are ready to move your program into identifying other areas of risk? Let’s dig into how you can team up with your Security counterparts and other teams to attack unlicensed font usage, pirated software, malware, and security vulnerabilities. Learn what to look for and how to quantify and communicate the value of this work to executives.
Ed Pletner: Avritek
Speaker Bio: As Founder and CEO of Avritek for over 20 years, Ed Pletner has helped organizations of all sizes establish effective asset disposition programs with an emphasis on data security, environmental compliance, and asset recovery services. With a client base ranging from SMBs to Fortune 500 companies across a broad range of industries, Ed and his team continue to work with their clients in delivering solutions that address the ever-changing landscape in IT Hardware along with current day data security compliance issues. Ed has guided Avritek in becoming R2v3, ISO:14001, ISO:45001, ISO:9001, NAID AAA and recently ISO 27001 certified (information security).
Session Title: Effective ITAM during M&A (Mergers & Acquisitions)
Session Description: Effective ITAM practices can be challenging to implement and maintain during normal day-to-day business but what about during times of M&A (Mergers & Acquisitions)? Whether your organization is acquiring or being acquired even the best ITAM principles can be laid to waste due to timing, financial pressures, disorganization, data security standards, geography, and a host of other issues. We will review how Avritek has helped it’s clients during times of M&A and key take aways for stakeholders.
Scott Bickley: Info-Tech Research Group
Speaker Bio: Scott Bickley is a Practice Lead & Principal Research Director at Info-Tech Research Group focused on Vendor Management and Contract Review. He also has experience in the areas of IT Asset Management (ITAM), Software Asset Management (SAM), and technology procurement along with a deep background in operations, engineering, and quality systems management. At Info-Tech, Scott provides IT leaders with the guidance, analysis, and tools they need to ensure their technology contracts are thoroughly vetted, benchmarked, and optimized. He has worked with clients to effectively drive down purchase costs and negotiate mutually agreeable terms and conditions resulting in win-win vendor-customer relationships.
Session Title: TAILOR Your Negotiation Strategy to Maximize Your Chances for Success
Session Description: Negotiation is essential to all of us! It shapes our daily interactions spanning our work and personal lives. Negotiation done well hones communication, resolves conflicts, and fosters understanding, shaping mutually beneficial outcomes and relationships. Explore Info-Tech’s groundbreaking TAILOR negotiation model to gain the upper hand in vendor and contract negotiations and internal stakeholder negotiations. In this session, you will understand the components that are the keys to negotiation success. Learn how to structure and build your negotiation approach around these key principles and gain ground in vendor negotiations.
Dean Bedwell: Directions on Microsoft
Speaker Bio: Dean Bedwell oversees Directions’ advisory business and works with organizations to optimize their Microsoft licensing agreements. He also trains organizations on Microsoft licensing negotiation strategies and tactics. Before joining Directions on Microsoft, Dean was president of Software Asset Advisors, a software licensing consultancy. Prior to that, Dean spent eleven years at Microsoft managing the Canadian Business Desk where he was responsible for negotiating agreements with Microsoft’s largest enterprise and public sector customers. Dean received a B.A. in biology from McMaster University.
Session Title: Microsoft Licensing and your CXO
Session Description: Impact of MSFT licensing and your organization. How to engage your CXO to support and enhance your MSFT License negotiations.
– Microsoft licensing challenges can increase business risk, impacting budgets, cash flow, and daily business activities.
– A high-level understanding of Microsoft licensing helps executives recognize situations that require their attention or outside expertise.
– Knowing the rules and options can help organizations optimize their spend and reduce exposure.
Paul Baum: PlanITROI
Speaker Bio: Paul Baum is the founder and CEO of PlanITROI, a leading provider of top-tier IT Asset Disposition (ITAD) services. With over 30 years of experience, Baum has been instrumental in revolutionizing the life cycle of IT assets, emphasizing their potential to close the digital divide through affordable technology. Baum’s innovative approach seeks to disrupt traditional ITAD, reverse logistics, and returns management industries, with a focus on extending IT assets to the next users – not only bridging the digital divide but also significantly benefitting communities and the environment through sustainable and impactful business practices.
Session Title: AI Unleashed: Transforming ITAD into a Strategic Powerhouse
Session Description: Step into the future of IT Asset Disposition where AI isn’t just a buzzword – it’s a game-changer. This session will showcase how AI redefines ITAD with:
1. Advanced Data Erasure: Implement AI-driven protocols for comprehensive data security – ensuring no data is left vulnerable.
2. Predictive Asset Management: Leverage AI for predictive analytics – enhancing maintenance and extending asset life.
3. Increased Cost Efficiency: Use AI to streamline processes, reduce costs, and optimize resource allocation.
4. Ensured Compliance: Automate compliance monitoring with AI – outpacing regulatory changes with minimal effort.
5. Optimized Asset Valuation: Accurately assess and maximize asset recovery value with AI
Session Title: The ITAD Iceberg: 5 Takeaways to Navigate Risks
Session Description: Avoid danger and elevate your IT Asset Disposition strategy. This focused session will identify key risks and hidden opportunities, answering five pressing questions:
1. Are you still receiving low asset recoveries and overspending on your ITAD program?
2. Is your vendor’s unprofitability increasing your data security risk?
3. Are your retired PC’s Windows licenses being sold at your risk?
4. Are your valued assets being recycled vs. being resold to your benefit?
5. Are your reports and ESG measurements inconsistent and inaccurate?
Know the truth and apply actionable insights to your ITAD program to secure its success against emerging challenges.
Session Title: Profit with Purpose: 5P’s of ITAD – Get Paid. Do Good!
Session Description: Embrace the 5 “P”s of ITAD—Passion, Purpose, Planet, People, Profit—and harness the power of IT Asset Disposition as a force for bridging the digital divide. In this session, learn how Visa uses their ITAD profits to fuel donation programs for under privileged and low-income people in the US. Learn how to merge profit with purpose from your retired and end-of-life devices, without extra investment. See how ITAD can make a significant impact on your organizational ESG goals and be like Visa: GET PAID TO DO GOOD.
Alex Geuken: Xensam
Speaker Bio: I’m Alex Geuken, I have been working as a licensing advisor, SAM tool advisor, software reseller and for top-tier manufacturers for the last 15 years. I have learned how to negotiate contracts, reduce software spend, build business cases, and optimize license agreements for companies across the world.
Session Title: Mastering SAM: Optimizing Time, Maximizing Tools, and Implementing Data-Driven Processes
Session Description: In this insightful session, we’ll delve into the intricacies of Software Asset Management (SAM) tools, exploring how to extract maximum value and navigate the landscape for enhanced organizational efficiency. Understanding SAM Tools: What Can You Expect? Uncover the functionalities and capabilities inherent in SAM tools. Identify key features that align with your organizational needs and objectives. Defining Your Role: Establishing Your Position in SAM Practices. Clarify the role each individual plays in the SAM ecosystem. Recognize the unique contributions and responsibilities tied to different roles. Organizational Requirements for Optimal SAM Value: What is Needed from Your Organization? and much more
Jan Hachenberger: TIMETOACT
Speaker Bio: As Director of Strategy Consulting at TIMETOACT, Jan is holistically responsible for the business development around Digital Strategy & IT Strategy consulting services of the TIMETOACT Group. As a Subject Matter Expert he also supports large enterprises in complex digital transformation projects. Prior to TIMETOACT, Jan spent more than 20 years as an analyst, consultant, auditor, manager and managing director in various consulting firms and international corporations. Jan is the sole editor of the upcoming technical specification ISO/IEC 19770-13: Sustainable IT Asset Management — Guidance on the incorporation of sustainability aspects in an IT Asset Management System.
Session Title: Sustainability in ITAM – Better Practices and Upcoming International Standards
Session Description: In understanding and developing an alignment of interest in tackling IT asset related sustainability challenges, organizations can contribute toward positive environmental and social outcomes, improve their ITAM, address externalities from IT assets, mitigate related risk, realize opportunity, and drive value.
Bo Guilbeault: Starbucks
Speaker Bio: IT Asset Management Evangelist and Practitioner with Starbucks. Bo’s career in technology spans over decades of experiences working with such companies as: Microsoft, Arrow Electronics, Hewlett Packard and Starbucks. He is no stranger to the world of compliance, data security, environmental & financial impacts relating to technology solutions. He offers unique insights having experience on both sides of the negotiation table.
Session Title: You want to win at ITAM? Create your playbook!
Session Description: What do successful sports teams all have in common? A playbook. A list of (offense and defense) plays that each individual member of the team can learn, understand and execute to win. This session will show you how to take advantage of the 12 Key ITAM Processes and provide the framework of creating your unique ITAM playbook.
Rohan Tyagi: ServiceNow
Speaker Bio: Rohan Tyagi is a passionate product builder with a deep understanding of the enterprise landscape. He has consistently focused on crafting products that empower users and drive tangible value for organizations. In recent years, Rohan has channeled this expertise into the rapidly evolving cloud cost management space. Leveraging his keen insights and certified FinOps practitioner experience, he is spearheading the development of innovative solutions at ServiceNow
Session Title: Building Beyond the Horizon: A Strategic Approach to FinOps Expansion and Collaboration with ITAM
Session Description: In a world driven by innovation, short-term gains can often overshadow long-term vision. For organizations investing in FinOps, a cultural phenomenon transforming cloud financial management, a strategic approach is paramount. While immediate cost savings are undeniable, those with foresight recognize the true potential of FinOps: a platform for sustainable growth and expansive collaboration.
Todd Hogan: Geonovi Development
Speaker Bio: Todd Hogan is the CEO of Geonovi Development, a provider of advanced data connectors serving the ITxM marketplace. Todd has over 25 years of ITAM experience serving as the President of Eight K Development, an ITAM consultancy and implementation provider. Todd also spent several years at Ivanti and served as the primary design architect for Ivanti Asset Manager.
Session Title: Procurement Versus Discovery Data – Why Both are Critical to Success.
Session Description: Knowing what you have purchased and creating accurate and timely asset records is critical for ITAM success. If you don’t know what you have purchased, it is extremely difficult to account for all assets and can lead to organizational overspend, mismanagement, and increased security/compliance risk. Our session will focus on the challenges of using enterprise procurement systems and tools to create meaningful asset records, while considering the alternatives when such integration is not possible.
Chris Hayes: Anglepoint
Speaker Bio: Chris Hayes is the Principle Consultant on the ITAM Program Transformation Tea at Anglepoint. He has over 18 years of experience in IT Asset Management. Chris has held multiple roles in IT Asset Management in his career so is an expert in the optimization of both Software and Hardware Asset processes, costs, and governance. Prior to Anglepoint, he worked for several years at a leading European multinational company helping to define and implement a Software Asset Management program globally.
Session Title: ITAM and GRC – Align your Management System to help satisfy regulatory requirements
Session Description: How can ITAM support Governance, Risk and Compliance (GRC) success? This session will cover how your ITAM Management System can be best aligned to support the GRC function in your organization. We will discuss the basics of GRC, your additional stakeholders who may be involved, as well as why alignment with GRC can help to supercharge your ITAM Program. We’ll also discuss practical examples of how Risk Control Frameworks can be aligned to provide reporting to satisfy regulatory requirements.
Aamer Trambu & Joseph Kaufman : SoftwareOne
Speaker Bio: Aamer Trambu is an ITAM Consultant at SoftwareOne. He has 8 years of real-world experience in ITAM and was previously a journalist. He has a knack for digging deeper, finding trends, and sharing engaging stories. He graduated with an MBA in Finance from the University of Missouri, Columbia. He is passionate about process improvement and empowering customers with knowledge and insight. I was born in Saudi Arabia to parents from Kashmir (between India and Pakistan). He lives with his wife and four kids in Windsor, Ontario, Canada. In 2022, his travels took him to 100 cities (USA and Canada). He also volunteers at the local mosque to help young professionals with career advice and optimize their LinkedIn profiles. He speaks six languages: English, Urdu, French, Hindi, Arabic and Kashmiri.
Joseph Kaufman is a Senior Software Licensing Consultant & Team Lead with SoftwareONE. I have over twelve years of IT Asset Management experience as both a client and as a consultant. I’m focused on controlling licensing costs and risks while ensuring customers meet their licensing goals. SoftwareONE has world-class licensing experts who take delight in saving our clients money.
Session Title: Careers in ITAM: Growth, Change and Future Opportunities
Session Description: How can you advance your career as an IT Asset Manager? What career options can an experienced IT Asset Manager consider as they plan to grow their career? You run an ITAM program at a Fortune 500 company. What options do you have? Should you consider working as an ITAM Consultant? What are the benefits and shortcomings of working as a consultant? What if you have worked as an ITAM consultant for the past ten years? What career options should you consider next?
Speaker Bio: Dean Bedwell oversees Directions’ advisory business and works with organizations to optimize their Microsoft licensing agreements. He also trains organizations on Microsoft licensing negotiation strategies and tactics. Before joining Directions on Microsoft, Dean was president of Software Asset Advisors, a software licensing consultancy. Prior to that, Dean spent eleven years at Microsoft managing the Canadian Business Desk where he was responsible for negotiating agreements with Microsoft’s largest enterprise and public sector customers. Dean received a B.A. in biology from McMaster University.
Session Title: Microsoft Licensing and your CXO
Session Description: Impact of MSFT licensing and your organization. How to engage your CXO to support and enhance your MSFT License negotiations.
– Microsoft licensing challenges can increase business risk, impacting budgets, cash flow, and daily business activities.
– A high-level understanding of Microsoft licensing helps executives recognize situations that require their attention or outside expertise.
– Knowing the rules and options can help organizations optimize their spend and reduce exposure.
Shawn Stockman: Onepak
Speaker Bio: Shawn Stockman is Vice President of Sustainability Solutions for Onepak, overseeing development of sustainable client solutions and strategy. He is responsible for implementing tools and processes that serve the company’s clients and partners through the lens of Environmental, Social Impact, and Governance (ESG). Shawn is a board member of the Reusable Packaging Association, and has more than 25 year’s experience in communications, client solutioning, marketing and business development. He has extensive experience in environmental compliance reporting, asset recovery, and return logistics.
Session Title: The IT Impact Considerations of a Remote Workforce Offboarding
Session Description: As businesses embrace a distributed model, managing IT assets responsibly is crucial. This session covers the range of potential impacts ITAMs should consider when offboarding remote employees. Understand the repercussions of letting employees keep outdated equipment, from security risks to environmental and social impact considerations. Discover case studies showcasing successful equipment recovery programs and see how refurbishment and donation practices can elevate your organization. Join us in fostering a planet- and people-friendly approach to the reverse supply chain, ensuring your organization acts in the best interests of itself, your community and the environment.
Branislav Potocek: OpenLM
Speaker Bio: I started my career as a Team Leader for one of the major ISPs in Slovakia. I used this experience to expand my knowledge of Networking architecture, mainly Cisco Products. Next, I joined the Automotive Industry as a License Specialist for Adient, where I grew into the role of SAM Manager for both IT contracts and Engineering Applications. After implementing OpenLM in Adient, I joined OpenLM’s OPS in a VP role – leading DevOps, IT, Support, PreSale, Service & Consultancy delivery for 3 years now
Session Title: SAM vs SAM4Engineering – Cost Optimization vs Compliance
Session Description: During the last two years of ACE, I delved into the basics of building a SAM Platform and did a deep dive into the Engineering & Specialty Licensing Management.
I’d like to follow up this year and do a side-by-side comparison of SAM & SAM4Engineering (Or as some call it SLM), specifically comparing Cost Optimization vs Compliance, and explore how the vendors in Engineering and Specialty licensing world evolved their Licensing models in the new Cloud dominated world.
Milton Campomanes: Oracle Corporation
Speaker Bio: Milton Campomanes, Sr. Manager, Software Investment Advisory (SIA) at Oracle, has over 12 years of experience in IT Asset Management. Prior to Oracle, he was lead SAM for a top US bank holding company. He is passionate about helping companies understand their entitlements and agreements. With his depth of experience and knowledge along with his SAM perspective, he is able to provide objective and balanced advisory insights that are valuable for leveraging and optimizing IT investments.
Session Title: Oracle Database Licensing and Best Practices for Optimal Usage
Session Description: This session provides a comprehensive understanding of Oracle Database licensing and best practices for optimal usage. It covers different licensing models, choosing the right licensing option, and navigating licensing policies. Included are topics on licensing fundamentals, calculating license requirements, licensing for virtual environments, and how to license in third party approved clouds. This session will equip you with knowledge and skills needed to make informed licensing decisions.
Sumin Tchen: Belarc
Speaker Bio: Sumin has over 30 years of experience in helping to build successful technology firms, such as Belarc (ITAM & Cyber Security), Computer Controls (building control systems), Eliza (voice recognition), ProcessTech (dynamic modeling software), and Adaptive Networks (networking over AC power lines). Sumin has a B.S. Electrical Engineering from Cornell University and an M.S. Management from M.I.T.
Session Title: Workflow Automation and SAM
Session Description: Workflow Automation is being embraced by organizations of all sizes because it offers clear benefits of reducing errors, increasing efficiency, improving consistency and collaboration, reducing costs, and enhancing data security. We will discuss how SAM can benefit from workflow automation with example workflows such as employee on-boarding and off-boarding; optimizing SaaS and Subscription software costs based on Usage; and supporting Cyber Security with SAM based security controls.
Session Title: Optimize your SaaS spend with accurate usage data
Session Description: Gartner says that at least 25% of purchased SaaS software is un-used. Subscription licensing gives us more control, but we need to know the actual usage of the products to optimize the spend. Sumin will outline the different methods in use today to discover software usage and discuss their pros and cons.
Michelle Wescovich: Alight Solutions
Speaker Bio: Michelle Wescovich is a Senior Consultant with ISAM Group, Inc. She has worked in the Software Asset Management field for 10 years, starting her career as a Compliance Consultant for Xerox in 2013. She has over 20 years of experience in the legal field and obtained her Bachelor of Science in Paralegal Studies from Mississippi University for Women (MUW) in 2007. She is a CSAM and CHAMP certified through IAITAM. She has lived on the Gulf Coast of Mississippi her entire life. Outside of work, she enjoys cooking, spending time with family and friends, watching college football, and volunteering her time with various organization.
Session Title: Sailing the Software Contract Seas
Session Description: This session of some important contractual legal terms that a customer should be aware of before signing an Agreement, or accepting a vendor’s Terms and Conditions.
Deanna Hennigar: New York Life Insurance Company
Speaker Bio: Deanna Hennigar is the Service, Asset, and Configuration Management (SACM) Process Owner (Corp VP) for New York Life, focused on aligning the CMDB with the asset (HW & SW) lifecycle as assets move from procurement to final ITAD reconciliation. Her Team manages the CMDB, HAM, and SAM processes. Since 2013, Deanna has dedicated her professional career to SACM (SAM, HAM, & ITAM) as Process Owner or Lead. She earned an MS from NYIT (1995), all seven IAITAM.org certifications, ITILv3 RCV, and has over 30 years ITSM, and overlapping 10 years adult technical educator experience.
Session Title: Service, Asset, and Configuration Management (SACM): ITAM/CMDB Full Asset Lifecycle
Session Description: With ITILv4 dropping the SACM ball, IAITAM needs to pick up the ball, and run. The SACM Process Owner has governance over the assets, not just the services provided. Too many companies separate the asset management from the configuration management processes instead of one flow: the cradle-to-grave concept. Cradle is the input of purchase records for physical (HW) and license (SW) assets. When “In Use,” tracked via the CMDB (electronic chain-of-custody), and back as assets for disposal and final ITAD reconciliation to purchase records (grave). Governance pertaining to enterprise-size companies, and the importance of why the ITAM/CMDB records should be tracked in one system. Examples will be in ServiceNow.
Maggie Layfield: NetSupport
Speaker Bio: Maggie serves as the youngest vice president (sales) for NetSupport, a software development company focused on streamlining IT management and support. In her role, she develops training materials for onboarding new staff, overseas the US/LATAM sales teams, and serves on the senior leadership team. She has spoken at ACE, TICE, and the Information Security Summit.
Session Title: Let them Play!: Developing a Diversified IT Team
Session Description: Is your IT currently made up of mostly “specialists”? Found yourself filling gaps when you realize people have limited/no experience with areas outside their specialty? It’s time to rethink your approach to building and developing your team! Attracting and keeping talent continues to be a struggle; retaining current staff while also addressing gaps is critical. By implementing upskilling opportunities and “play times” for your team, you open the door to developing stronger and more diverse employees and create an attractive work environment that draws in talent (and keeps them). Come create a game plan for implementing a “let them play” approach!
Jonathan DeMent: DMD Systems Recovery, Inc.
Speaker Bio: For the last 17 years Jon has worked with leading corporations to develop, implement, and execute governed IT Asset Disposition solutions for their global footprints that have accomplished the reuse of over 1M IT assets.
Session Title: RFQs – Why the price doesn’t tell you the cost.
Session Description: How to drive integrity in the RFQ process. Many enterprises utilize procurement generated pricing models suited to services with significant differences from ITAD creating cost confusion and the potential for misleading values. How should pricing be requested to ensure full disclosure and transparency in both the services pricing and the recovery values generated by an ITAD solution?
George Kocharov: HDR Inc
Speaker Bio: I am a finance professional with over 13 years of budgeting, forecasting and accounting experience. I worked for the biggest freight railroad in North America for almost 9 years managing engineering related operating expenses. Over the past 3+ years I have managed HDR’s $70 million leasing portfolio, helped establish IT vendor management framework and negotiate multi-million dollar telecom deals. I never thought I would end up on “IT side”, but this has been the best job I have ever had.
Session Title: Hardware Leasing: What you need to know to have an effective program
Session Description: If your company is considering leasing hardware assets, there are financial and operational ramifications that must be considered. How to establish a successful and efficient leasing program? Is your IT department ready? How important is technology refresh to you?
Christopher Winter: EY
Speaker Bio: Chris is EY’s Software Asset Management (SAM) Practice Leader, assisting clients in understanding their IT asset portfolios to enable cost control and savings, pivotal for the digital transformation journey to the cloud. After serving as an officer in the British Army, Chris brings two decades of software licensing experience and expertise in IBM, SAP, and Oracle licensing and leads large scale ITAM transformation projects.
Session Title: Where to start? Examining in-house, outsourced, and hybrid SAM
Session Description: Explore strategies to position Software Asset Management (SAM) across diverse operating models in this insightful session. Whether it is hybrid, outsourced, or in-house, we uncover techniques to employ an effective and resilient SAM function that works for your business. Dive into practical suggestions for typical organizations that will foster robust SAM governance practices and learn about key considerations in the journey toward a transformative IT asset management capability.
Giulio D'Ali: Calero SaaS Management
Speaker Bio: With over two decades of experience at the forefront of license management within the financial industry, Giulio D’Ali, Senior Vice President of SaaS Management at Calero, has been a driving force behind the navigation of complex software agreements and vendor relationships while spearheading developments that save companies substantial resources. Now, with a wealth of knowledge and a keen eye for industry trends, Giulio is extending his expertise to the dynamic landscape of SaaS.
Session Title: ACE your SaaS Management: Strategic Plays for Managing Application Spend
Session Description: With the explosion of SaaS in organizations worldwide, the burden of software management has fallen squarely upon IT professionals’ shoulders. Join us to explore the intricacies of application discovery (and unmask what’s hiding in the shadows), robust data visibility, and employee engagement in a fragmented team sport. You’ll also learn proven strategies to foster end-user accountability and delve into current industry trends to help you navigate the dynamic SaaS landscape with precision and leap to the forefront of SaaS management excellence.
Peter Jeanmougin: InSequence Inc.
Speaker Bio: Peter Jeanmougin, with 29+ years of experience, spearheads operational innovation, tech enhancement, and process improvement for the Intelligence Community and Department of Defense. As the architect of InSequence’s software supply chain practice, he focuses on optimizing ITAM practices and driving organizational success through meticulous data quality assessments.
Session Title: Dependent Data Quality: 5 Metrics for ITAM Maturity Roadmap Mapping
Session Description: Unlocking the potential of IT Asset Management (ITAM) hinges on the quality of data. Dive into the pivotal role of data quality in ITAM maturity roadmap mapping, exploring five critical metrics: Accuracy for error correction, Completeness to address missing values, Consistency ensuring uniformity, Relevance assessing suitability, and Timeliness considering recency. Gain insights to optimize ITAM practices and drive organizational success through meticulous data quality assessments.
Alex Esterly: iT1
Speaker Bio: Alex Esterly has 26+ years in the IT world his roles have included the management of datacenter Infrastructure for a global company, Designing and implementing of Microsoft solutions for large enterprise customers, and most recently the trusted advisor for many Azure clients.
Session Title: Outsourcing Lifecycle Management – 4 Services to make your life easier
Session Description: IT fleet asset management is timely and expensive. Join iT1 on best practices from acquisition to decommissioning.
1. Asset Management
a. Inventory and Warehouse Management
b. Tracking inventory and delivery updates
2. Configuration and Deployment Services
a. Asset tagging, imaging, kitting
b. New hire and offboarding – QR Codes delivery tracking
3. Depot Services
a. Warranty & device repair
b. Next day delivery, asset tracking
Charles Pellicane: Human-I-T
Speaker Bio: Charles is a nationally recognized expert on e-waste and ITAD with experience speaking in front of the US Senate Committee on the subject in July, 2023. After five years as a continuous improvement expert for a Fortune 100 firm, Charles joined Human-I-T in June, 2019. The ITAD business line at Human-I-T grew 400% under Charles’ ownership from $1.8M in 2018 to $7.1M in 2022. Charles now leads all external revenue teams at Human-I-T with revenue increasing from $13.8M to $18.1M in his first year as leader (2023). He holds a Bachelor’s of Business Administration from the University of Wisconsin-Madison with a double major in Legal Studies and Risk Management & Insurance.
Session Title: Best Practices in Managing Staff and IT Assets in a return-to-work World
Session Description: Return to Office? Remote? Hybrid? It seems like there are endless challenges for each method. In this presentation, we will discuss real world success stories of each model, focusing on engaging staff and managing IT assets regardless of system. We will discuss how new tools, like virtual office spaces, make collaboration easier than ever through a case study on a medium size firm. As well, we will look at how orgs can successfully manage assets as they move between models.
Gary Paquette: Carrier Corporation
Speaker Bio: With 30 years of experience in the ITAM and Technology Asset Management space, I have developed and implemented some of the best know solution and standards around the world.
Session Title: How ITAM is required to meet the new regulations and mandates worldwide
Session Description: Global awareness regarding sustainability is on the rise, prompting the emergence of key regulatory frameworks, such as the EU Energy Efficiency Directive (EED), California Title 24 in the USA, Singapore’s Data Centre Energy Efficiency Scheme (DCS), Australia’s National Built Environment Rating System (NABERS), and United States SEC Climate Risk Disclosures. With so many emerging reporting regulations to keep track of, it can be challenging to know where to start.
Sumin Tchen: Belarc
Speaker Bio: Sumin has over 30 years of experience in helping to build successful technology firms, such as Belarc (ITAM & Cyber Security), Computer Controls (building control systems), Eliza (voice recognition), ProcessTech (dynamic modeling software), and Adaptive Networks (networking over AC power lines). Sumin has a B.S. Electrical Engineering from Cornell University and an M.S. Management from M.I.T.
Session Title: Workflow Automation and SAM
Session Description: Workflow Automation is being embraced by organizations of all sizes because it offers clear benefits of reducing errors, increasing efficiency, improving consistency and collaboration, reducing costs, and enhancing data security. We will discuss how SAM can benefit from workflow automation with example workflows such as employee on-boarding and off-boarding; optimizing SaaS and Subscription software costs based on Usage; and supporting Cyber Security with SAM based security controls.
Session Title: Optimize your SaaS spend with accurate usage data
Session Description: Gartner says that at least 25% of purchased SaaS software is un-used. Subscription licensing gives us more control, but we need to know the actual usage of the products to optimize the spend. Sumin will outline the different methods in use today to discover software usage and discuss their pros and cons.
Francisco San Martin Garrido: SoftwareOne
Speaker Bio: Computer Systems Engineer with 20 years of professional experience in the fields of IT business management, IT architecture, financial optimization and project management. FinOps Certified Practitioner, Certified Software Asset Manager (CSAM) and Master in Quality Management Systems (ISO 9001:2015). Extensive experience in implementation, advisory and management of IT Asset Management practices around Latin America. I have been working in SoftwareOne for the last 10 years in the ITAM area advising customers from diverse industries across Latin America. Currently, I lead the IT Asset Management Services business vertical for Latin America within SoftwareOne.
Session Title: IT Financial Optimization: ITAM in the financials of the business
Session Description: In recent years, given the new business trends of shifting IT products towards IaaS, PaaS, and SaaS, the impact on OPEX has become increasingly significant, making it a top priority to financially demonstrate the impact IT is having on the business. In this scenario, ITAM and its interaction with other practices such as FinOps are extremely important to empower IT stakeholders to optimize and create financial visibility regarding the profitability of each IT investment in relation to the business. We will explain the relationship of ITAM with FinOps and how they work powefully together to achieve a successful IT Financial Optimization.
Danielle Banning: USU
Speaker Bio: Danielle is in the world of Software Asset Management for over 15 years. She excelled at managing the software assets for one of the top IT Service Management companies in the U.S. before joining USU in 2013. Since then, she has enjoyed conducting training and providing demos while consulting her customers through the SAM tool implementation process and beyond for over 5 years. She then pioneered the USU Customer Success program and forged relationships with varying stakeholders of IT Asset Management teams. When Dani isn’t busy helping organizations realize and achieve their ITAM goals, she’s learning all she can about the newest industry challenges to recommend the right approach!
Session Title: ITAM Tool Evolution: Beyond the Basics into Strategic Management
Session Description: Danielle Banning from USU presents “ITAM Tool Evolution: Beyond the Basics into Strategic Management,” exploring the journey of ITAM tools from basic inventory management to strategic business assets. This session examines the latest advancements in integration, analytics, and automation that elevate ITAM tools into critical enablers of insightful decision-making. Discover how these developments can transform your approach to asset management with USU’s forward-thinking strategies.
Allan Friedman: US Cybersecurity and Infrastructure Security Agency
Speaker Bio: Dr. Allan Friedman is Senior Advisor and Strategist at the Cybersecurity and Infrastructure Security Agency. He coordinates the global cross-sector community efforts around software bill of materials (SBOM). He was previously the Director of Cybersecurity Initiatives at NTIA, leading pioneering work on vulnerability disclosure, SBOM, and other security topics. Prior to joining the Federal government, Friedman spent over a decade as a noted information security and technology policy scholar at Harvard’s Computer Science department, the Brookings Institution, and George Washington University’s Engineering School.
Session Title: What’s in the box? The importance of Software Bill of Materials
Session Description: Software Bill of Materials (SBOM) has emerged as a hot topic in software assurance and supply chain security, but it will also play a huge role in the future of ITAM. If you don’t know what software is on your assets, you don’t really know if your list of machines is a list of assets or liabilities. In this talk, the US gov’s leading expert on SBOM will give an overview of this new technology, how it is already ending up in regulation, contracts, and best practices, and how it will impact ITAM.
Angelo Carlo Pacheco: OPEN IT, INC.
Speaker Bio: Angelo Carlo Pacheco, Customer Success Manager at Open iT, Inc., is an IAITAM Certified Professional (CSAM). His role is to ensure client satisfaction and drive long-term relationships by adeptly addressing customer concerns, facilitating upsells, and managing renewals, contributing significantly to organizational growth. With a Bachelor’s Degree in Computer Science, his robust skill set includes solutions engineering, business analysis, database administration, system optimization, and quality assurance. Ang has been speaking at events such as IAITAM ACE, COExperience Technifair and ITFMA. He is committed to his family, finding joy as a husband and father to three wonderful children.
Session Title: Contracts, Chargeback, Cost Optimization: 3 Critical Cs of License Management
Session Description: In this session, we delve into the practices of successful enterprises that demonstrate adeptness in managing software licenses, focusing on the critical three Cs: contracts, chargeback, and cost optimization. The presentation highlights how transparency in license utilization, coupled with actionable insights, empowers organizations to proficiently handle these essential elements, thereby transforming software expenditures into strategic investments.
Torsten Larson: Absolute Software
Speaker Bio: Torsten has over 30 years of experience in Information Technology operations, IT GRC, and IT security. During his career, Torsten has been fortunate to serve in multiple different roles and functions within the organizations he has chosen to work with. An information security professional at heart, Torsten continues to be an active leader in local professional organizations while also keeping a close eye on the ever-changing world of information security and risk.
Session Title: The CMDB – In Twenty Years Have We Learned Anything?
Session Description: It has been 20 years since the concept of the Configuration Management Data Base became a standard in the ITIL world. While we have made progress in defining and building the elusive CMDB, many organizations still struggle with building and maintaining such a complex system, even if it was meant to simplify our lives. Let’s take a short look at the past two decades, what challenges remain, and steps that can be taken to strengthen what you have, or ways to get started if you have nothing.
William Stephans: SoftwareOne
Speaker Bio: As a Senior ITAM Consultant at SoftwareOne that has worked in the ITAM world for close to a decade, I help large enterprises better understand and manage their investments with their top software vendors. I try to make complicated licensing and IT infrastructure topics as relatable as possible, no matter your background or experience with ITAM. I reside in Rochester, NY with my wife and two cats, Vinny & Bruce.
Session Title: Unpaking IBM Cloud Pak Licensing
Session Description: As one of the most common software publishers that enterprise SAM teams are tasked with managing, tackling IBM huge portfolio and its infamously complicated licensing is no small feat. As IBM reps are pushing their new “Cloud Pak” offerings, it has never been more important to understand what these offerings are and how to manage the licensing.
Paul Baum: PlanITROI
Speaker Bio: Paul Baum is the founder and CEO of PlanITROI, a leading provider of top-tier IT Asset Disposition (ITAD) services. With over 30 years of experience, Baum has been instrumental in revolutionizing the life cycle of IT assets, emphasizing their potential to close the digital divide through affordable technology. Baum’s innovative approach seeks to disrupt traditional ITAD, reverse logistics, and returns management industries, with a focus on extending IT assets to the next users – not only bridging the digital divide but also significantly benefitting communities and the environment through sustainable and impactful business practices.
Session Title: AI Unleashed: Transforming ITAD into a Strategic Powerhouse
Session Description: Step into the future of IT Asset Disposition where AI isn’t just a buzzword – it’s a game-changer. This session will showcase how AI redefines ITAD with:
1. Advanced Data Erasure: Implement AI-driven protocols for comprehensive data security – ensuring no data is left vulnerable.
2. Predictive Asset Management: Leverage AI for predictive analytics – enhancing maintenance and extending asset life.
3. Increased Cost Efficiency: Use AI to streamline processes, reduce costs, and optimize resource allocation.
4. Ensured Compliance: Automate compliance monitoring with AI – outpacing regulatory changes with minimal effort.
5. Optimized Asset Valuation: Accurately assess and maximize asset recovery value with AI
Session Title: The ITAD Iceberg: 5 Takeaways to Navigate Risks
Session Description: Avoid danger and elevate your IT Asset Disposition strategy. This focused session will identify key risks and hidden opportunities, answering five pressing questions:
1. Are you still receiving low asset recoveries and overspending on your ITAD program?
2. Is your vendor’s unprofitability increasing your data security risk?
3. Are your retired PC’s Windows licenses being sold at your risk?
4. Are your valued assets being recycled vs. being resold to your benefit?
5. Are your reports and ESG measurements inconsistent and inaccurate?
Know the truth and apply actionable insights to your ITAD program to secure its success against emerging challenges.
Session Title: Profit with Purpose: 5P’s of ITAD – Get Paid. Do Good!
Session Description: Embrace the 5 “P”s of ITAD—Passion, Purpose, Planet, People, Profit—and harness the power of IT Asset Disposition as a force for bridging the digital divide. In this session, learn how Visa uses their ITAD profits to fuel donation programs for under privileged and low-income people in the US. Learn how to merge profit with purpose from your retired and end-of-life devices, without extra investment. See how ITAD can make a significant impact on your organizational ESG goals and be like Visa: GET PAID TO DO GOOD.
Preston Davis: SHI International
Speaker Bio: With almost 20 years combined ITAM and IT Procurement experience, Preston joined SHI from the client side of the business. Preston has extensive knowledge in software licensing, IT Asset Management processes, IT Procurement operations, and SaaS license management. Preston holds software and hardware ITAM certifications and has successfully built ITAM programs from the ground up. Working in financial services, consulting, education, and the private sector, Preston understands the difficult challenges I/T and ITAM professionals face on a day-to-day basis across the business.
Session Title: SaaS Optimization & Application Rationalization (Realize the Savings!!!)
Session Description: In today’s challenging financial world, discover how SaaS optimization combined with Application Rationalization can make a positive impact on your IT budget and maximize realized savings.
Alyssa Capparelli: SHI International
Speaker Bio: Alyssa Capparelli is a seasoned ITAM Consultant at SHI International Corp. With almost 5 years in the field, she has progressed from an ITAM Administrator to her current position. She earned her degree in Information Technology & Informatics from Rutgers University and holds several certifications, including the Certified Software Asset Manager (CSAM), Microsoft 365 Certified: Fundamentals, and ServiceNow Certified Implementation Specialist – Software Asset Management. Based in Somerset, New Jersey, Alyssa is a knowledgeable and reliable IT professional.
Session Title: Mastering Microsoft 101: Understanding Subscriptions, Licensing, and On-Premise Metrics
Session Description: This session aims to equip attendees with a solid understanding of Microsoft subscriptions, licensing, and on-premise metrics. By the end of the session, you should be able to manage the Microsoft basics within your organization.
Phil Bautista: Bull Creek Data, Corporation
Speaker Bio: Phil Bautista is a seasoned ITAM professional with over 25 years in Asset Management. One of the first to integrate Barcode scanners with asset management, he has consulted with customers in both public and private sectors including the Pentagon, U.S. House of Representatives, NASA, Starbucks, Dell, World Savings, Capital One and many others. His wealth of “Lessons Learned” is valuable to all in the ITAM space and focus on process in addition to toolsets. He has presented to the FBI, IEEE, and many others as a keynote speaker, conducted training and workshops on AI, Asset Management, CMDB and “Future Proofing” your ITAM applications. An innovator, he has overcome many challenges in ITAM.
Session Title: AI’s Failures in Automating Asset Management
Session Description: Multiple case studies will be presented to demonstrate hurdles to overcome when implementing Asset Management which pinpoint potential failures regardless of the toolset chosen. Process, governance and accountability are key to complimenting any tool and its capabilities.
Jeremy Olson: Dynamic Lifecycle Innovations
Speaker Bio: Jeremy Olson, CITAD, is a Senior Corporate Solutions Executive at Dynamic Lifecycle Innovations with over 12 years of experience in the ITAD space. Well-versed in creating sustainability-centric materials lifecycle management solutions Jeremy is passionate about creating value for partners in all industries by maximizing ROI while maintaining complete data and brand security.
Session Title: Decoding the Balance Sheet: Cost-Reduction Strategies for ITAD Programs
Session Description: When economic volatility is the new normal, effective management of IT asset disposition (ITAD) programs has become crucial for organizations. This will provide attendees with insights into optimizing their ITAD programs amidst turbulent economic conditions by:
• Understanding ITAD Cost Centers and Profit Margins
• Maximizing Value with ITAD Vendors
• Measuring and Monitoring Asset Value
• Reducing ITAD Costs
• Evaluating the Corporate Footprint
Session Title: Sustainable ITAD: ESG, the SEC, & Scope 3
Session Description: When environmental, social, and governance (ESG) issues are not just ethical, but also financial imperatives, understanding Scope 3 emissions is crucial for business success. This session delves into the intricacies of Scope 3 GHG emissions, and the impending U.S. SEC regulations that will transform how companies report and manage their environmental impact. We’ll explore differences between carbon calculators and learn how to demonstrate the value an ESG-focused ITAD solution can provide.
Dale Hurteau: Guardian Data Destruction
Speaker Bio: With a start in IT Supplemental Staffing, Dale Hurteau he moved into business development for ITAD managed services and IT asset disposition solutions for Fortune 500 clients. In 2001, a telecom client’s unusual service request for onsite data destruction was instrumental in the formation of Guardian Data Destruction. Dale went on to form Ideas Group IT, an ITAD company focused on data centers and processing idle IT assets across the USA. After over ten successful years, Dale returned to Guardian to manage large-scale and complex enterprise data center projects. Today, Dale has expanded his role across all Guardian services to develop end-to-end solutions and nurture new enterprise services.
Session Title: Data Destruction in 2024: Five Essential Updates to Ensure Complete and Secure Data Erasure
Session Description: One common misunderstanding among IT asset managers regarding data destruction is the depth and complexity of the process required to ensure complete and secure data erasure. Some updated aspects for 2024 include:
1. Data Residuals
2. Diverse & Evolving Data Storage Devices
3. Regulatory Compliance
4. Physical Destruction vs. Data Erasure
5. Documentation and Auditing
Staying up to date helps ITAMs develop robust strategies for securely managing data throughout its lifecycle, including proper destruction when necessary.