Session Speakers
IAITAM is proud to support these industry professionals and leaders as they push ITAM forward! Each speaker will lead a 60 minute presentation, sharing their expertise through real world experience, case studies, and other means to provide you with the best techniques in the IT Asset Management industry.
Scroll to see a list of confirmed speakers for ACE. Click on a speaker to see their session information! We’re still accepting submissions, so this page will continue to be updated. Use the button below if you’re interested in speaking at our conference!
Aamer Trambu : SoftwareOne
Biography:
Aamer Trambu is an ITAM Consultant with SoftwareOne. He has 8 years experiience in the ITAM industry. Aamer graduated with an MBA in Finance from the University of Missouri, Columbia. He is passionate about process improvement and ensuring customers have knowledge and insight to drive savings and efficiencies.
Aamer 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:
Build a Business Case for your ITAM Program Using a Maturity Assessment
Session Description:
How do you build a business case for an ITAM program when you do not even know what IT assets you have? How do you claim you can control costs when you have no idea what your IT spend is? Where do you start? How do you make a compelling business case to senior IT leadership for a tool, for a team and for a seat at the IT leadership table?
Learning Objectives:
How do you build a business case for an ITAM program when you do not even know what IT assets you have? How do you claim you can control costs when you have no idea what your IT spend is?
Participants will be able to learn what an ITAM Maturity Assessment is. They will understand how they can use an ITAM Maturity Assessment. Participants will understand the importance of engaging multiple stakeholders at their org to undertake an ITAM Maturity Assessment.
Additional Information:
Where do you start building your ITAM program? How do you make a compelling business case to senior IT leadership for a tool, for a team and for a seat at the IT leadership table?
Additional Resources:
https://iaitam.org/an-effective-sam-practice-is-fought-in-the-trenches/
https://iaitam.org/congratulations-youre-responsible-for-itam-now-what/
https://iaitam.org/a-strong-sam-program-is-an-it-asset-managers-best-friend/
Aamer Trambu
Aaron Cramer : Sage Sustainable Electronics
Biography:
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:
Maximizing ITAD Value: What I Wish I Knew
Session Description:
As an ITAM leader and stakeholder, how do you know if you’re getting optimal financial value and environmental impact from your ITAD provider? The answer starts by asking the right questions of your ITAD provider. During this enlightening and honest tell all talk from Aaron Cramer, a former Fortune 500 ITAM leader turned ITAD provider, there will be zero sugar coating. You’ll walk away with a framework on how to maximize your ITAD vendor relationship to ensure optimized value and environmental impact. Above all, you’ll learn how to sell the value internally to executive stakeholders within your own organization.
Learning Objectives:
From one ITAM practitioner to another, and after joining the ITAD industry directly, Aaron’s goal is to help you bring a better level of ITAD transparency to you and your company and to sift through a lot of the industry noise that exists.
1. How to measure Financial & Environmental optimization from your ITAD Provider
2. How to better compare ITAD providers on an apples-to-apples basis (finally)
3. How to better communicate ITAD results in your company – so even Sr. Management can understand it
– What the best measurement is
– Why it’s important
– How to ask for it & track it
– How it relates to other ITAM factors
Additional Information:
Aaron Cramer is a former ITAM leader and practitioner. Being accountable for the ITAD service for his company as part of his role(s), and then moving to an ITAD provider, Aaron brings a rare perspective to the industry. This presentation and dialog is aimed at helping fellow practitioners understand what really matters in ITAD. There’s enough noise and distractions out there – Aaron will help to weave through it.
Aaron Cramer
Aaron Zeper : DMD Systems Recovery, Inc.
Biography:
Aaron Zeper is CEO of DMD Systems Recovery, an IT Asset Disposition company. We provide solutions adhering to the most rigorous environmental and security standards and back our beliefs as a B Corp committed to balance purpose, people, and profit.
Aaron has been an executive leader in the IT services industry over 20 years leading services, sales, marketing, and operations organizations at Insight, IBM, Tech Data, and MDSL.
Session Title:
Zen and the Art of ESG Implementation
Session Description:
Implementing ESG practices throughout a large organization is difficult. Implementing a quality program even more so when you have objective and subjective components.
This session addresses some the misalignment between corporate ESG initiatives, Procurement, and IT, its cause, and how to better align principles and policies using real-world examples.
Aaron Zeper
Alan Bain : ISAM
Biography:
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 more than 35 years and actively involved with Software Asset Management for more than 25 years. He is a Certified Software Asset Manager (CSAM) as well as ITIL Foundation certified.
Session Title:
Mainframe Savings in the Enterprise
Session Description:
Organization’s computing infrastructures have evolved from mainframe to server to cloud to managed services to hybrid. But in many cases, the constant has been mainframe even though it has been a platform destined for extinction for more than twenty years. Why has it been scorned and how could a little Software Asset Management attention bring it back into the fold of flexible and affordable platforms? This presentation will present the history, the benefits and the opportunities for cost savings that can be exercised throughout its lifetime, even though that may be short.
Alan Bain
Alex Geuken : Xensam
Biography:
Alex Geuken has been active within licensing and SAM since 2008 in various roles, licensing advisory, sam consultant, 365 product owner, licensing sales, and also work for SAP selling SAP solutions.
During these years Alex has had the opportunity to work with all types of companies from all over the world. Learning about challenges, contracts, negotiations, licensing rules, and software asset management.
Session Title:
SAM Best Practice, the plan!
Session Description:
How do we achieve SAM best practice?
I will cover following:
• What are the main goals of SAM?
• What are the main challenges for an effective SAM?
• How to define the best process and policies?
• Why do we need the 1% rule?
• What is the better fit: Central vs. decentralized organization?
• How to improve the time management in SAM?
• How to ensure the management buy-in?
To be able to achieve SAM best practices we need to understand the company’s Goals for SAM? Is it cost savings? Cost avoidance? Compliance? Disocvery of hardware/software/SaaS? Top Tier vendor vs tail end spend?
What are your main challenges? How do the challenges aligned with your goals?
When we have the goals and challenges we apply the processes and policys.
What is the 1% rule and how do we achieve it and why is it important? How does the 1% rule accumulate over 1 year?
Central vs Decentral SAM management?! How to manage it.
All SAM teams are lacking in resources so Time management is key! Where are the BIG wins and where is the big NO NO?!
How do you ensure the management byin? WE make a plan based on our goals and challenges. Plus we add the data that the management need.
Alex Geuken
Andrew Filla : InSequence, Inc.
Biography:
Andrew Filla is the CEO of InSequence Inc. and has over 15 years’ experience managing software within large Enterprises. Andrew’s Mission is to build teams and engineer solutions that realize the overall vision of putting reliable data in front of decision makers while at the same time facilitating a positive user experience. With a background in both software development and IT Andrew has a unique perspective into how Enterprises can simplify the tracking and delivery of software applications. As the head of InSequence corporate leadership, he is responsible for the company’s strategic direction, business development, and oversight of all corporate business activities.
Session Title:
ITAM Must Evolve to Dynamically Manage Cloud Resources
Session Description:
ITAM is more than SAM, HAM, or even CAM. In today’s environment in order to optimize spending, manage technology lifecycle, and plan strategically you must optimize spend across traditional ITAM assets and Cloud assets including Cloud (IaaS, PaaS) and SaaS spend. ITAM is evolving and FinOps may convolute things even more if Enterprise’s are late to plan. The emergence of SAM took asset management from a clerical function to a discipline requiring in-depth data and powerful automation and analytic capabilities – FinOps furthers the need for capabilities that exploit data that is by nature complex, detailed, and ephemeral. If today’s modern Enterprise is going to have a chance at evolving ITAM to include managing hybrid cloud resources they need capabilities that bring together 1) hardware & software inventory, 2) cloud consumption, 3) license entitlement, 4) software spend planning and 5) cyber risk.
Learning Objectives:
Throughout the last 40 years ITAM has adapted to many evolutionary jumps in technology. This session walks through these changes and the barriers to successfully adapting your ITAM practice to meet these new challenges.
Additional Information:
ITAM has evolved from the Hardware Asset Management and Software Asset Management disciplines. The 2020’s promise the addition of cloud cost management and cyber security asset management as additional elements of an organization’s overall strategy to control both tech spend as well as tech awareness.
Andrew Filla
Angelo Carlo Pacheco : Open iT, Inc.
Biography:
Angelo Carlo Pacheco is the Customer Success Manager for Open iT, Inc. He’s an IAITAM Certified Professional (CSAM-Certified Software Asset Manager) with expertise including solution engineering, business analyst, database administration, system optimization, quality assurance, server configuration, engineering software and development. His role is to ensure long-term client retention by dealing with product presentation, customer issues, and helping sales with upsells and renewals. Angelo holds a Bachelor’s Degree in Computer Science from University of the Philippines. He has been speaker at various events such as IAITAM Spring ACE in San Diego, COExperience TechniFair and ITFMA in New Orleans, CELUG-DAC in Austin, and the first Open iT Software Asset Management Forum held in Manila, Philippines. He is married with three adorable kids.
Session Title:
How a Global Aerospace Company Makes the Most of their Software Licenses
Session Description:
A global aerospace company has partnered with Open iT to help them track the software usage of their major vendors, such as ANSYS and Siemens among others. Initially, they wanted to ensure that they remain in compliance with the license agreements they had with their vendors, but soon, they learned to reap the advantages of using a powerful software metering solution through a wide array of flexible reports, deep-dive analyses, and predictive analytics.
In this session, we will discuss the experiences and best practices that this global aerospace company has employed in effectively managing and optimizing their licenses, as well as explore the benefits of using software usage metering solutions that can be tailored to the specific needs and requirements of your company.
Learning Objectives:
In this session, we will discuss the experiences and best practices that this global aerospace company has employed in effectively managing and optimizing their licenses, as well as explore the benefits of using software usage metering solutions that can be tailored to the specific needs and requirements of your company.
Learning Objectives / Key Take Aways
1. Prioritization – Start Small then Build Out
2. Discover, Identify, and Normalize
3. Make a Good Exit Strategy and Alternate Paths
Additional Information:
Additional Information:
1. How effective is sharing licenses across different divisions
2. Divestiture made easier (Merger and Acquisitions)
3. Alternate path preparedness
Additional Resources:
https://openit.com/the-path-to-true-license-optimization/
https://openit.com/3-simple-steps-to-a-safe-and-flexible-software-license-optimization/
Angelo Carlo Pacheco
Ann Hughes: MRK Group Ltd.
Biography:
Ann Hughes, Director of Sales and Marketing with MRK Group Ltd., has 25 years of experience in electronics recycling and IT Asset Disposition. She works with clients of all sizes across various industries and government agencies, developing and implementing end of life IT asset management programs with a focus on data security, environmental risk mitigation and maximizing returns on resalable IT hardware. She served on the Technical Advisory Committee for the R2 Standard from June 2015-June 2021. Ann has a Bachelor of Science in Business Administration from the University of Missouri and a Master of International Management from Thunderbird, School of Global Management. She has experience speaking before large audiences in English and Japanese. She became interested in recycling while living and working in Tokyo.
Session Title:
Is ESG Losing Steam or Is It Here to Stay?
Session Description:
If you attended last year’s ACE, you probably heard several sessions mentioning ESG (Environmental, Social, Governance). Should your ITAD /Disposal program take into account ESG factors? Is it necessary to jump on this bandwagon? We’ll explore disposals in general and how the ESG issues relate to disposals. We will also look at what effect the economy and inflation may play on this.
Learning Objectives:
The audience will learn about trends in the industry, how ESG factors in, and how to reduce environmental and data security risks relating to disposals. Most importantly, the audience will leave knowing why they need a strong ITAD/recycling program for their organization as it can directly impact their organizations.
Additional Information:
If you attended last year’s ACE, you probably heard several sessions mentioning ESG (Environmental, Social, Governance). Should your ITAD /Disposal program take into account ESG factors? Is it necessary to jump on this bandwagon? We’ll explore disposals in general and how the ESG issues relate to disposals. We will also look at what effect the economy and inflation may play on this.
Additional Resources:
https://resource-recycling.com/e-scrap/2023/01/19/millions/e-scrap/magazine
www.ibm.com/reports/data-breach or look up Ponemon Institute Data Breach Cost
www.isri.org/news-publications/engage/economic-impact-by-commodity-toolkit
www.kitco.com
www.theepochtimes.com/new-dol-rule-allows-retirement-money-to-finance-esg-agenda
Ann Hughes
Anugrah Shukla: SLB
Biography:
CSAM | CAMSE | ITAM | SLB | Ex- KPMG, IBM, DXC
Worked across multi-million dollar client and internal facing environments and delivered Software Asset Management (SAM) services across multiple portfolios.
Governed processes to manage $71M+ enterprise-wide software assets portfolio. Controlled $30M+ budget and guided complete cloud migrations to deliver best in class SAM optimized solutions. Interfaced with key stakeholders from Finance, Trade Compliance, Procurement & Sourcing, Legal, IT, and Audit business units to create framework that ensure compliance with service licenses. Conducted all software license activity and created a compliance framework.
Session Title:
Software Audit Playbook
Session Description:
Software license audits cost businesses millions of dollars every year and require a huge amount of time and effort to be spent by the customer during each audit.
Above mentioned Statement lays a solid foundation to prepare a Software Audit Playbook for the ITAM Industry, that contains all the pieces and parts that will make up any industry’s go-to approach for getting things done. This Playbook includes “process workflows, standard operating procedures, and cultural values that shape a consistent response—the play
Major vectors of this playbook:
A. Will cover everything we need to understand the full audit process, providing step-by-step instructions for how to respond to each stage.
B. Also profiles the most high-risk auditing vendors and features the most common compliance mistakes that can lead to audit penalties.
C. And illustrate how a combination of expertise, experience, processes, and tools can help organizations remain ‘audit-ready’ and successfully defend license audits.
Anugrah Shukla
Becky Trevino : Snow Software
Biography:
Becky Trevino serves as Executive Vice President of Product Marketing at Snow Software where she is responsible for the commercial success of Snow’s product portfolio. One of the highlights of Becky’s role is working closely with innovative customers who are leveraging the power of the Snow platform to bring their asset data – software, hardware, SaaS, and cloud – together to provide their organizations with technology intelligence. Becky joined Snow after 6 years at Rackspace, where she was most recently Senior Director, Product Marketing for the Hybrid Cloud business unit. During this period, Rackspace grew from $800 million to more than $2 billion in revenue. Prior to Rackspace, Becky held marketing and engineering roles at startup AgentZoom and Dell EMC. Becky holds a B.S. and an M.S. in Engineering from The University of Michigan and an MBA from Northwestern’s Kellogg School of Management. You can follow Becky on LinkedIn and Twitter @rebecca_trevino.
Session Title:
Is Your 2023 ITAM Roadmap Built for Cost Optimization?
Session Description:
As you build your ITAM roadmap for 2023, it’s crucial you’re aligned with the conversations IT and Finance are having about costs. But how does ITAM get a seat at the table in the room where it happens? The key is committing to a savings number. For ITAM teams to make this commitment, you need to proactively communicate how tools are used, bring down demand of unused software, identify overlapping toolsets, and get agreements for application rationalization across multiple business units. With this focus, ITAM will provide crucial data for Finance and IT teams to make investment and divestment decisions over the course of the next 18 months.
Join Snow Software’s Executive Vice President of Product, Becky Trevino, as she discusses the importance of:
– Building your roadmap with priorities toward cost optimization insights
– Deploying proactive strategies to bring down software demand
– Quantifying savings and how this can ensure you demonstrate your impact
This session will help you justify tooling and headcount, make smarter investments in the future, and empower you to earn ITAM a permanent seat at the table with Finance and IT.
Becky Trevino
Beth Kaminski : Dart Container Corporation
Biography:
Beth Kaminski is currently the IT Asset Program Manager at Dart Container in Mason, MI. She has 25+ years of IT Asset Management experience. The skills she brings to ITAM are varied with career experience including merchandising and procurement, marketing and financial management. She started her first SAM team when the discipline was in its infancy and continues to redefine best practices for teams today. Beth regularly provides insight on her experience to the ITAM community and is passionate about SAM’s future. Under Beth’s direction Dart received the 2021 and 2022 Snow Technology Intelligence Awards for Transformation of the Year.
Session Title:
The Future is Now: The Purpose Driven SAM Team
Session Description:
Finding and retaining talent in a hybrid working world is more problematic than ever. This challenge is not new for a SAM program, but the current talent landscape presents additional challenges. Research is showing “work with a purpose” aren’t just buzzwords but are a mandatory requirement to today’s talent pool. In this session we will examine how to articulate that purpose both at a team and individual level. More importantly, we will consider the purposeful SAM program of the future. What are strategies to put in place now to meet the challenge tomorrow? Tomorrow’s purposeful SAM program starts today.
Learning Objectives:
A new way of thinking about articulating and marketing the purpose of a SAM program. Not so much about explaining what we do but why we do it.
This concept becomes important when hiring or retaining new talent. The workplace has radically changed, and SAM needs to adjust.
Additional Information:
Will ask for audience participation in defining terms based on some questions presented to the audience.
Additional Resources:
The Point is the Purpose of It All ITAK
Beth Kaminski
Bo Guilbeault : Starbucks
Biography:
Bo has been in the technology field since the mid 80’s. He brings a unique perspective having experience on both sides of the service provider and customer dynamic. He is currently the ITAM Subject Matter Expert at Starbucks. Providing guidance and best practices to the Starbucks Retail Technology Asset Management efforts for North America including Canada. Bo currently holds multiple IAITAM certifications. He is also a featured speaker at additional industry conferences (Sustainability, ITAD, E-Reuse & E-scrap).
Session Title:
The ITAM Practioners Guide to IT Asset Disposition
Session Description:
All good things come to an end, technology is no exception. IT Asset Disposition (ITAD) is one of the “12 Key Process Areas” as defined by IAITAM. When you “google” ITAD 2,250,000 results are available. This can be intimidating for anyone. This session will educate you from the ITAM Practioners perspective of what’s important to know and understand. We will discuss ITAD topics relating to: logistics management, data security, re-usage, remarketing, indemnification, ESG reporting, donations, certification requirements, service fees, financial models, and auditing suppliers. By the end of the session, you will be able to begin mapping your “due diligence” efforts to a very important and underestimated discipline of ITAM.
Learning Objectives:
Which of the 12 Key Process Areas as presented by IAITAM are most important to consider with your ITAD Program.
Understanding the Six (6) fundamental processes involved with IT Asset Disposition.
Clearing the confusion of choosing an ITAD service provider.
Assessing and setting realistic ITAD goals for your organization.
Bo Guilbeault
Branislav Potocek : OpenLM
Biography:
In the second half of 2010s I moved from my Network, Windows & Linux administration background into the Software Asset Management territory. I worked as a SAM Manager for one of the biggest players in the Automotive Seating field, being responsible for a full portfolio of software, ranging from the obvious key players such as Microsoft, Oracle, or IBM, all the way to the key players in the Engineering field such as Dassault, Siemens, Autodesk, Altair, Ansys and more. In this capacity, I was also responsible for the deployment of the tools capable of managing, reporting, and automating the day-to-day hurdles of the SAM Manager. This is how my journey crossed paths with OpenLM, whose tool I implemented for creating a working SAM Platform for the Engineering portion of the company’s SAM portfolio.
Two years ago I moved to OpenLM as a regular employee, I was curious to see how the world looked on the side of the barricade. In OpenLM, I became responsible for Support & Managed Services and subsequently expanded my role to take the IT and DevOps under my wing. It’s been great two years of hard work making sure that the product can become even better suited to help people responsible for Software License Management around the world.
I can’t wait to come to ACE again and continue raising awareness on how to best manage your Engineering licenses.
Session Title:
Engineering & Specialty Licensing – How to Manage? – Deep Dive
Session Description:
My session will focus on the world of Engineering & Specialty (As Gartner defines it) licensing. At the 2022 ACE VEGAS session, I established the basics of building a working SAM platform with a focus on Engineering & Specialty software. Now it’s the time to dive deep into several of the myriad topics that come up every day for a Software Asset or Software License Manager when trying to make sense of this type of software.
Together we will explore the different licensing models, and the new trends pushed by key vendors such as Autodesk. We will learn how each model functions, what are the key metrics to track, what are the key pitfalls to be aware of, and what are trends in user behavior.
We will evaluate every aspect of the day-to-day job of the SAM or SLM manager, exploring in detail the actions to be taken every day. We will showcase that there is more to managing the Engineering & Specialty license portfolio than just running a report 30 days before renewal – at least if we want to achieve true optimization.
Last, but not least, we will explore the very intricate world of license compliance for Engineering & Specialty licenses, a world that is completely different from what a SAM Manager would be used to. We will analyze the contractual obligations put forth by vendors, discuss the different, often overlapping nature of these obligations, and find some conclusions about how the COVID pandemic actually altered both the vendor and customer environments from the perspective of compliance.
I can’t wait to speak to everyone again, it will be an interesting ride.
Learning Objectives:
How to effectively manage Engineering & Specialty Licenses.
How to Optimize.
How to remain Compliant.
Additional Information:
Engineering & Specialty license is a complex topic, much different from the standard SAM. Last year we did a high-level overview/introduction to this topic, this year, we do a deep dive, we learn how to get the most out of the tools and data available with some best practices included.
Additional Resources:
Branislav Potocek
Chris Moffett : Oracle Software Investment Advisory
Biography:
Chris Moffett is an experienced ITAM/SAM professional with a passion for innovation and team building. He has created and managed multiple global ITAM/SAM programs that prioritize comprehensive data management, optimizing license utilization, and tracking IT/software spending to justify investment. Chris holds CSAM and FinOps Certifications and strives to implement emerging technologies into ITAM/SAM practices. Currently, he works at Oracle within the Software Investment Advisory (SIA) organization as a subject matter expert in IT Asset Management/Software Asset Management where he assists Oracle customers implement best practices for understanding, managing and optimizing their Oracle investments.
Session Title:
Demystifying Oracle Database Licensing: Best Practices and Strategies for Optimal Usage
Session Description:
This session is designed to provide a comprehensive understanding of Oracle Database licensing and the best practices for ensuring optimal usage. Through this session, you will learn about different licensing models, how to choose the right licensing option, and how to navigate the complexity of Oracle’s licensing policies. We will cover topics such as the basics of licensing, how to calculate licenses required for your usage, licensing for virtual environments, and how to license Oracle database in third party approved clouds. Whether you are new to Oracle Database licensing or an experienced user, this training will equip you with the knowledge and skills needed to make informed licensing decisions.
Chris Moffett
Craig Boswell: HOBI International, Inc.
Biography:
Craig Boswell is co-founder and President of HOBI International, Inc. He is extensively involved in designing, developing, and deploying electronics demanufacturing and recycling techniques.
Additionally, Craig is HOBI’s chief industry consultant on demanufacturing, design for disassembly, and reverse logistics programs. Craig has published and presented numerous papers on recycling electronic products and the keys to designing more recyclable products.
Craig holds a B.S. in electrical engineering from the University of Illinois and an M.B.A. from the University of Texas at Dallas.
Connect with Craig on Twitter at @CraigBHOBI.
Session Title:
Introducing vITAD — The Next Generation of ITAD Services
Session Description:
The role of traditional ITAD services is expanding to include a new list of criteria and expectations for ITAD providers to incorporate. Craig Boswell, President of HOBI International, Inc., defines this changing landscape as vITAD – value-added IT Asset Disposition services. As clients become more educated on the value proposition presented by ITAD providers, clients’ needs become more sophisticated and include requirements such as legal hold monitoring and mobile asset reprovisioning. Learn how the vITAD concept augments the traditional ITAD model with ERP integration, portal customization for asset tracking, asset redeployment, re-imaging, and ESG reporting.
Craig Boswell
Craig Guarente: Palisade Compliance
Biography:
Craig is the CEO of Palisade Compliance, and founded the company in 2011. Before this, Craig worked at Oracle for over 15 years. Starting as a contract specialist drafting database license contracts, he worked his way up the organization until he was global vice president of contracts, business practices, and migrations. In addition to his global VP role, Craig was also the global process owner for Oracle’s customer audit teams (LMS), a member of Oracle’s CIO advisory board, and Oracle’s representative on the Oracle user group’s contract and licensing advisory board. Craig is also a thought leader in the areas of contract administration, negotiations, outsourcing, business process reengineering, and contract process automation. He has been an advisor to companies across the globe, helping them optimize and streamline their contracting policies, practices, and tools.
Session Title:
Build Your Successful Compliance Band
Session Description:
Think of almost any song and you’ll most certainly be thinking of a band. A group of expert musicians perfectly in tune, staying in sync, and playing with a mission. Achieving compliance, while getting the most from your technology contracts, is not a one-person gig. It takes a band. It takes a team of professionals all playing together. How do great bands come together? How do you know when to take the lead or when to follow? When to stay on script and when to improvise? In this session we will hear from Craig Guarente, Founder of Palisade Compliance and former Oracle Global Vice President of LMS, as he discusses lessons learned from helping hundreds of clients in building their world class compliance organizations. Attend this session if you are looking to improve your individual contributions or if you are in charge of building something amazing.
Craig Guarente
Dag Adamson : Destroy Drive
Biography:
Dag Adamson, has over 20 years’ experience in the securing and destroying data found in retired IT assets. Presently Dag works with global ITADs, VARs, 3PMPs, and multinational 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:
Successful Case Studies: Managing Multi-continent Data Destruction and Disposition Programs
Session Description:
Big dispositions of 100’s / 1000’s of notebooks is “easy” just about anywhere in the world. What do you do when you have a global upgrade of under 100 remote workers or just a couple of servers, switches or a handful of low value phone systems in over 100 countries across the planet? In this session, learn about best practices on how to secure your data in far-flung countries, while looking at different processes to remove, record and transport these asset economically to your ITAD provider to maximize recovery.
Dag Adamson
Dale Hurteau : Guardian Data Destruction
Biography:
With thirty years of IT experience, Dale Hurteau started in IT Supplemental Staffing and quickly moved to a business development role in ITAD Managed Services, developing IT asset disposition solutions for Fortune 500 companies. In 2001, he had a telecom client with a new type of service request: onsite data destruction. Working with a trusted vendor, Dale simultaneously solved the client’s problem and was instrumental in the formation of Guardian Data Destruction. Dale went on to form Ideas Group IT, a regional ITAD company focused on data centers and processing idle IT assets for businesses ranging from SMB to Fortune 50. After 10+ successful years, Dale returned to Guardian in 2021 to focus on large-scale and complex enterprise data center projects including decommissioning, lift and shift and secure IT transit. When he’s not onsite for a project or sitting at his desk, you’ll find Dale on a Michigan golf course.
Session Title:
ITAM Disposition Rock Stars = Data Destruction + ESG + Data Security + ROI
Session Description:
IT asset management is on a dynamic path. What used to be a primarily IT function, astute ITAM specialists are significant contributors to fulfilling the greater corporate vision. These IT Asset Manager Rock Stars are using data destruction processes to fulfill data security mandates while decreasing IT costs and promoting corporate governance (CG) and ESG goals. Dale Hurteau shows how IT asset managers are changing IT disposition and end-of-life processes to meet security concerns and C-level performance initiatives.
Dale Hurteau
Dale Johnson : IC Recovery
Biography:
Mr. Johnson began his career as a lawyer in 1973 and transitioned to business executive in 1995. He has experience in various segments of the electronics industry, including as a member of the start-up team and EVP of Manufacturers’ Services Ltd., a global provider of electronics manufacturing services. He helped grow MSL to $1+ billion in annual revenue and execute a successful IPO in less than six years. He founded Greene Lyon Group in 2007 to pioneer economically attractive and sustainable recycling technologies for historically challenging materials across a wide range of industries.
Session Title:
New ITAD Revenue with Recovery as a Service
Session Description:
While we may be ‘post-pandemic’, we are far from out of the woods on electronics supply chain issues. From an on-going global chip shortage to increasing demands for responsible supply chains and CO2 reduction, electronics OEMs continue to face challenges that their ITAD partners can help to address.
Learn about Recovery as a Service, where ICs are removed from boards in a new highly efficient, low-CO2 process then refurbished, tested and Certified Renewed and returned for reuse. This provides a new revenue stream for ITADs while further securing customer relations by helping OEMs address these post-pandemic challenges.
Dale Johnson
Dave Walstad : SHI
Biography:
Dave Walstad is the ServiceNow Practice Director at SHI. In his role, Dave leads the sales and delivery of ServiceNow professional services, license sales and managed services. Dave has over 30 years of IT experience including the last 10 in the ServiceNow ecosystem. His first experience with ServiceNow was part of an evaluation team that eventually purchased and implemented ServiceNow as a Managed Service Provider (MSP). From there, Dave built out a ServiceNow deployment practice, and after three-years of accelerated national growth, his company was named ServiceNow’s North American Partner of the Year in 2018. Dave is a ServiceNow evangelist and is a frequent speaker on the subject.
Session Title:
If an IT Asset is Created By Your Discovery Tools, Your Process Needs a Tune-Up
Session Description:
Discovery tools are great for updating and validating Configuration Items (CIs), but they should not be creating them in a ServiceNow instance once it is operational. Why? Because once your organization purchases an asset, the CI should be created at that time, with the information provided from the supplier’s order. In this session, we will explore the asset lifecycle process from a ServiceNow perspective, and a best practices approach to the population of the Configuration Management Database (CMDB) in addition to hardware and software asset management.
Dave Walstad
Ed Pletner : Avritek
Biography:
As Founder and CEO of Avritek for over 15 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, and NAID AAA certified. In addition to this, Ed and the Avritek team continue to collaborate with a number of fellow ITAD vendors, reverse logistics providers, and many others in delivering mutually beneficial solutions to their clients.
Session Title:
ITAD’s Role in the Circular Economy
Session Description:
A Circular Economy aims to reduce the resources taken from the planet, by reducing consumption and waste, and promoting reuse and repair. In this presentation we will review how having a successful ITAD program which emphasizes reuse while minimizing waste can have a real effect on your organization’s ESG (Environmental, Social, & Governance) goals and inevitably profitability. We will review the many challenges posed in today’s ITAM world including data security & environmental compliance, the dramatic increase of hybrid work, acceleration to the cloud, and much more to help you in achieving a successful ITAD program.
Learning Objectives:
A better understand of how a robust ITAD program is integral in an organization’s participation in the Circular Economy.
Ed Pletner
E. Fosli & L. Cole: OpeniT, Inc.
Biography:
Eistein Fosli is the visionary Founder and CEO of Open iT, a technology company specializing in software for IT metering and usage tracking for Software, Cloud, and SaaS. With a passion for innovation and a commitment to delivering exceptional results, he has established Open iT as one of the leaders in the industry, serving Global Fortune 500 companies across different industries. Finishing his Bachelor of Science in Computer Science degree at the University of Manchester and his Master of Science in Informatics degree at the University of Oslo, this, and his 30+ years of experience in technology resource optimization, ensuring cost savings, and strategic organizational management are among the things he wants to impart to audiences.
Linda M. Cole is a Business Solutions Consultant at Open iT, Inc. She has been in the IT industry for over 30 years in many capacities including General Manager, Branch Manager, and others giving her P&L responsibility and experience with challenges across many departments that her clients may face. Her industry experience also includes virtualization, cloud adoption, and IT infrastructure management. She has been consulting clients for the past 6 years at Open iT on the benefits of software usage metering and how to utilize the various data points to optimize licensing. This strategy not only saves her clients millions of dollars on software licensing, but she also employs her business management experience from various organizations to advise clients on how to utilize processes, workflow, and technology to solve business problems in a cost-effective way. Linda is a high-energy seasoned speaker and keeps her talks interactive with the audience.
Session Title:
How to Get the Best Deal on Your Software Purchases
Session Description:
Negotiations with software vendors can mean the difference between cost efficiency and wasted funds. Organizations need to ensure they get their money’s worth during contract negotiations with their vendors. The lack of visibility and proper information impedes the ability to negotiate more successfully, which may lead to purchasing a disproportionate number of software licenses against the organization’s actual needs.
In this session, we will discuss how real customers are using analytics, including impact analysis to better leverage these negotiations to attain the best deals. Find out some of the industry’s best practices in getting the most out of your software budget. We will also discuss the Vested Contract Model which is a new approach to IT vendor contracts that aims to address the common challenges faced in traditional, transaction-based contracts.
E. Fosli & L. Cole
Eric Gohdes : Certero
Biography:
Eric Gohdes is responsible for Certero North America he has over 12 years of experience in helping organizations control their software spend and realizing the value out of their SAM program. He holds an MBA from Minnesota State University and has a passion for building long lasting partnerships and solving real world SAM challenges.
Session Title:
Designing the perfect cocktail; Executing a Total Microsoft Licensing Strategy across on-prem, SaaS & cloud
Session Description:
Protecting your spend with Microsoft now requires a total vendor licensing strategy that spans on-premises and remote assets, SaaS and Cloud. Therefore, it’s a bigger picture problem than traditional ITAM / SAM and it’s a bigger-picture problem than just FinOps. In this presentation, we will explain how to remove the barriers and disconnect between the old and new worlds of asset management, in order to define, optimize and execute your total licensing strategy for Microsoft.
Learning Objectives:
The audience should come away from the presentation with a new perspective on managing their costs with software vendors more holistically. As technology has progressed from managing on-premises software to Software-as-a-Service and cloud services, the tendency and general narrative across the industry is to consider these challenges as separate, or even ‘old world vs new world’.
However, commercially, you can manage major contracts better with vendors who span on-premises and the cloud, if you consider your strategy across the full scope – your world.
This presentation seeks to exemplify how to get visibility and control over your Microsoft spending everywhere and, how to optimize value, protect against over-spending and cut costs.
Additional Information:
A great example of how beneficial it can be to gain an holistic approach to managing software vendors like Microsoft, is leveraging Bring-Your-Own-Licensing (BYOL). BYOL can reduce software costs in the cloud by 85% and it utilizes the value of often historic, on-premises software investments within public cloud environments. Managing BYOL requires control over both on-premises software licensing in order to correctly identify spare lienceces, and it requires control over cloud resources as well, to understand where spare on-premises licences have been assigned.
Therefore having cloud FinOps teams integrated with ITAM / SAM is essential to maintain control over both sides.
Additional Resources:
Eric Gohdes
Felicia Parilo : Oracle Global Licensing and Advisory Services
Biography:
Felicia Parilo is a Director within Oracle’s Global License & Advisory Services (GLAS) group, responsible for Partner Programs. Felicia’s focus is on Oracle’s global Partner community, including Software Asset Management (SAM) Partners, Third Party Tool Vendors (3PTV), and Independent Software Vendors (ISVs)
Felicia has 13 years of GLAS experience working with diverse Oracle Partners and customers in the licensing and advisory functions.
Session Title:
Oracle’s New OPN Software Asset Management Expertise and SAM Program
Session Description:
GLAS provides proactive advisory services to strategic Partners and Customers to arm them with actionable and useful insights into their Oracle investments. Recently, Oracle launched the new OPN SAM Expertise for SAM Partners. This new Oracle 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 agreements.
In this session, we will explain how the OPN SAM Expertise for SAM Partners, together with our Third Party Tool Vendor Program, are positioning our Oracle Partners as end to end sources for reliable and trusted licensing, deployment, and educational advisors. In turn, Oracle’s customers then benefit from their expertise and guidance.
Felicia Parilo
Franco Powers : Virima
Biography:
Franco is Director of Solution Engineering at Virima, a software company that provides Intelligent CMDB Automation and End-to-End IT Asset Management with flexible infrastructure Discovery, multi-cloud support, and automated dependency and service mapping. Franco began his technology career 23 years ago at Walt Disney World. Being one of 3 Technology Principals corporate wide, he was one of the brain trusts behind Disney’s MyMagic+ databases (MagicBand). Today Franco is a hands-on executive and head engineer responsible for a team driving the development and implementation of ITAM technical solutions for their clients.
Session Title:
Why you need Business Service and Software Asset Maps
Session Description:
It’s not hard to believe that maps have existed since prehistoric times. Maps allow people to visualize complex spatial data sets easily, from space to the oceans, to countries and cities… there are maps. Nowadays, IT organizations are recognizing that intricate IT and service relationships can also be mapped, creating a comprehensive depiction of the entire IT infrastructure, applications and software assets. This is commonly referred to as service mapping. In this session you will learn what’s a business service and software asset map, their key features, use cases, how mapping works and how to create them.
Learning Objectives:
Here are some learning objectives for business service and software asset mapping:
Can define business service and software asset mapping, and explain their importance in managing software/hardware assets and understanding service dependencies.
Can identify the key features and components of business service and software asset maps, including the types of data they capture, the relationships they represent, and the visual representations they use.
Able to describe common use cases for business service and software asset mapping, such as managing IT service delivery, optimizing infrastructure and software licensing, visualizing changes and incidents, and enhancing security and compliance.
Know how business service and software asset mapping works, including the process of discovering, cataloging, and analyzing software assets and services, as well as how to interpret the resulting maps.
Knowledge on how to create a business service and software asset map, including the tools and techniques used to gather data, establish relationships, and visualize the results.
Will know best practices and tips for maintaining and updating business service and software asset maps over time, and explain how to integrate mapping into IT service management and governance processes.
Overall, the learning objectives for a presentation on business service and software asset mapping aims to provide attendees with a comprehensive understanding of the benefits, mechanics, and practical applications of this important IT management outcome.
Additional Information:
It’s not hard to believe that maps have existed since prehistoric times. Maps allow people to visualize complex spatial data sets easily, from space to the oceans, to countries and cities… there are maps. Nowadays, IT organizations are recognizing that intricate IT and service relationships can also be mapped, creating a comprehensive depiction of the entire IT infrastructure, applications and software assets. This is commonly referred to as service mapping. In this session you will learn what’s a business service and software asset map, their key features, use cases, how mapping works and how to create them.
Additional Resources:
“Service Mapping: The Missing Piece of the ITSM Puzzle,” a white paper by Virima: This white paper provides an overview of service mapping and its role in IT service management. It also includes practical guidance on how to implement service mapping in your organization. You can download the white paper here
“What is Service Mapping and Why is it Critical for IT Operations?” an article on the Virima blog: This article provides an introduction to service mapping and its benefits, including improved visibility and faster problem resolution. It also includes tips for selecting a service mapping solution and getting started with implementation. You can read the article here
“Service Mapping: A Key Component of IT Service Management,” an article on the Virima blog: This article provides an overview of service mapping and its role in IT service management. It also includes examples of how service mapping can be used to improve ITSM processes. You can read the article here
“IT Service Mapping: The Essential First Step in ITSM,” an article on the ITAK blog: This article provides an introduction to service mapping and its importance in ITSM. It also includes tips for creating a service map and using it to improve ITSM processes. You can read the article here
Franco Powers
Frank Venezia: Ernst & Young
Speaker Bio:
Frank Venezia is a Managing Director at EY with over 20 years of experience advising clients on IT asset management solutions.
Frank’s experience covers all major industry sectors, including Banking, Insurance, Technology, Telecommunications and Manufacturing, with a focus on highly complex and regulated clients.
Frank helps clients on their IT maturity journeys leveraging EY’s portfolio of ITAM and ITSM services, from discovery to CMDB to managed services, to decrease risk and drive outcomes.
He believes a trusted, single source of truth can unlock tremendous value for any enterprise’s IT ecosystem.
Session Title:
Why does ITAM matter more than ever in today’s market environment?
Session Description:
Cost cutting is a top priority for many in the C-Suite due to inflation challenges. ITAM teams, particularly SAM team members, are often thought of as the go-to for identifying savings opportunities and driving cost reductions. However, it’s crucial for leaders to engage ITAM teams to gain a better understanding of the hardware and software estate, including what’s owned, where it is, what’s on it, and what service it’s driving. This insight enables application rationalization and optimization, which will drive consolidation and eliminate obsolete applications. This session is about understanding how to implement ITAM in order to drive cost cutting and build the business case to elevate ITAM…and your career.
Learning Objectives:
1. Identify the key demands of an ITAM team and explain their significance in managing IT assets effectively.
2. Describe how ITAM can drive business outcomes and provide examples of successful ITAM implementation in organizations.
3. Evaluate the maturity level of an organization’s ITAM capabilities and develop a roadmap for improving them.
4. Analyze how the achievement of business outcomes can elevate the role and importance of an ITAM team in an organization.
5. Design strategies to align ITAM goals with the broader business objectives and demonstrate the value of ITAM in achieving these objectives.
6. Develop a framework for measuring the effectiveness of ITAM practices and their impact on business outcomes.
Additional Resources:
The EY website provides valuable resources on IT Asset Management (ITAM) services that can be used by participants as resources for their presentation. The website offers insights and perspectives on ITAM, including trends, challenges, and opportunities. The site also provides guidance on developing and implementing ITAM strategies that align with business objectives, optimize asset utilization, and minimize risk.
Participants can use the website as a source of credible and authoritative information to support their arguments and proposals on ITAM. The website provides case studies and best practices from a wide range of industries, which can be used as examples to demonstrate the value of ITAM in driving business outcomes.
In addition, the website provides thought leadership articles, white papers, and webinars that can be used to expand the knowledge base of participants on ITAM. These resources can help participants understand the latest trends and emerging technologies in ITAM, which can be used to develop innovative and effective ITAM strategies.
Overall, the EY website is an excellent resource for participants to learn about ITAM services, gain insights and perspectives, and access valuable resources that can be used to support their presentation on ITAM
https://www.ey.com/en_us/consulting/it-asset-management-services
Frank Venezia
Gary Paquette : Carrier Corporation
Speaker Bio:
Gary has been involved in building, creating and implementing the ITAM solutions for the past 30 years.
I leader and advocate on the commonsense approach for managing technology assets as technology and processes have evolved.
Participating and driving many of the standard’s organizations and committees towards a better and simpler method to understand ITAM across all disciplines of ITAM.
Session Title:
ITAM in the most costly aspect of your company – the Data Center.
Session Description:
In today’s complex world we often forget what is hidden behind the wall, though critical to success and daily operations of ALL companies or agencies!
Who and how do we manage the Data Center and the costly software driving your business.
Gary Paquette
Geoffrey Cottrell : GLC Consulting
Speaker Bio:
Geoff Cottrell developed and managed large-scale programs and supplier relationships at Microsoft for over 18 years. He developed Microsoft’s ITAD program in 2006 and later spun-off that program to manage Supply Chain Sustainability for Microsoft’s Global Data Centers. In his role at Sims Lifecycle Services, Geoff worked internally and externally on innovation initiatives around, process optimization, circular economy, recyclability of materials, and value recovery. Geoff is currently providing consulting services helping organizations improve their operations and circularity practices.
Session Title:
Circularity and Service are the Future of ITAD
Session Description:
It’s no longer enough to just take equipment from an end user and responsibly sell or recycle it. While those are still baseline requirements, all major companies have carbon targets, so primary focus has shifted to circularity and carbon credits, and how to achieve optimal results. In this session I will discuss best practices around circularity and services that can drive the ITAD industry toward positive impact and results.
Geoffrey Cottrell
Jean Friestad
Biography:
Formally-trained with a Master’s in Library and Information Science, I turned my library skills on end to manage what librarians would call a “special library” pertaining to IT equipment. I prefer hardware management and building appropriate and efficient databases to support asset management efforts.
Session Title:
Drowning in Policies? Or Floundering Without Them?
Session Description:
Policies can be a double-edged sword. Too many policies and you either can’t enforce them or you work in complete fear of “The Enforcer”. Too few policies and many bad things happen: For instance, software compliance issues, hardware misuse, violation of HIPPA, PHI and PII information standards and outright theft of company property. Evaluating your business and its specific purposes will go a long way to tailor-make your policies to be appropriate and enforceable.
Learning Objectives:
Audience should know the three things ITAM functions on (Processes, Policies, Standards). Also the three main types of policies (Physical, Financial and Contractual). The audience should leave with a general impression of where their company’s policies fall short or shine and have the beginnings of a plan to remediate.
Additional Information:
Asset Management policies bump up against a couple departments, Technical Support and Security, specifically. Certain policies should harmonize and others just pertain to the efficient function of ITAM. The presentation provides a list of 10 objectives to evaluate before starting to write policies. Depending on the size and structure of the business, some policies are not needed and others are crucial.
Additional Resources:
Examples of Asset Management Policies (www.mscr.org)
Information Technology Asset Management (ITAM) Policy (https://vcfa.uark.edu)
ISO Standards for ITAM (www.servicenow.com)
The Role of Asset Management Policy and Your Top 10 Policy Planning Questions (www.ittoolkit.com)
Session Title:
Where’s Your Hardware Now??!!
Session Description:
In this age of office-optional working situations, where are your assets? Do you know? Would you like to know? How can you be sure? Let’s have a scintillating discussion on what YOUR company considers a hardware asset and how to best manage those assets in the mix-and-match working environment we have been thrust into. Bring your thinking cap!
Learning Objectives:
Discuss and brainstorm new, productive solutions to hardware asset management inventory in a remote environment. The fable case study shows some of what hardware asset managers are up against in this mix-and-match remote environment we’ve found ourselves in.
Additional Information:
Our Fable Company Case Study is disastrous enough to make even the most battle-seasoned hardware asset manager cringe. Throw on a remote environment and a world-wide workforce and few opportunities for technicians to physically work on devices, hardware asset management gets messy quickly. The presentation is designed to discuss amongst ourselves what to do about the harder issues in our jobs.
Additional Resources:
What is Hardware Asset Management (www.servicenow.com)
What Do You Really Have — The Importance of a Physical Inventory by Betty A Smith & Kelly A Bauer, Accenture LLP (www.iaitam.com)
What is an IT Asset Inventory? (www.heimdal.com)
Asset Management Policy from the University of Washington, particularly, the FAQs. (www.finance.uw.edu)
Jean Friestad
Jeff Seltzer : SHI
Biography:
Jeff Seltzer – Director ITAM Services, SHI
With a 30-year career in the Information Technology field, Jeff is a proven technology leader with 17 years of CIO/Executive Level leadership experience. In his current role as Director of ITAM Services at SHI, Jeff’s organization provides ITAM Services to hundreds of SHI customer each year.
Session Title:
The Software Audit and the Dentist
Session Description:
Software audits are not unlike the dreaded visit to the dentist, but they do not have to be. How the right preventative care can make your audit experience just like a routine visit to your dentist vs an unplanned, painful root-canal. Join me as I recap my personal audit experience while serving as Global CIO of a software company. And how after successfully navigating an unpleasant and unavoidable audit experience, I’ll share lessons learned and best practices to ensure this never happens again. How you can gain control with the right preventative care.
Jeff Seltzer
Jennifer Munson : SoftwareOne
Biography:
Jennifer Munson got into Software Asset Management when IBM audited and nobody else could understand what she was saying about PVUs. She has started up IT Asset Management programs at VWR International (now Avantor) and SunGard Financial/FIS and now assists a number of companies with their Hardware and Software Asset Management Managed Services as a Team Lead for SoftwareOne’s Software Sourcing and Portfolio Management organization. She lives next to a nature preserve in the greater Philadelphia area of the US with a spouse, two teens (one in college), two dogs, two cats, a fish, and enough sewing and textile supplies to keep her descendants supplied for a few more generations should they choose to keep all that stuff.
Session Title:
Charging Ahead with Chargebacks
Session Description:
One of the first tenets of FinOps is to have a chargeback model, but that’s easier said than done. What are the pitfalls and strategies for implementing chargebacks for Software and SaaS solutions, particularly in complex organizations? Finance needs to understand the unique needs of Software and SaaS that make traditional chargeback approaches fail. Non-Finance people need to understand how to build a business case in language that will appeal to Finance. Both need to agree on a process and have patience when roadblocks occur!
Learning Objectives:
Make a clear plan for implementing a Software Chargeback model
Additional Resources:
Jennifer Munson
John Shegerian: ERI
Biography:
John Shegerian – the serial entrepreneur responsible for co-founding Homeboy Industries, FinancialAid.com, Engage and many other impactful organizations — currently serves as co-founder, Chairman and CEO of ERI, the largest cybersecurity-focused hardware destruction and electronic waste recycling company in the United States.
Session Title:
Safe and Circular: Best Practices for Managing E-Waste
Session Description:
Just 30 years ago, the average household only had a few electronics consisting of a television, landline phones, and appliances. Fast forward to today, and the average household has over 4 times this number and it continues to grow by the day. This trend isn’t just specific to households — it exists at companies, government entities, and virtually every organization and establishment around the world, including in developing countries. This has created a massive electronic waste issue, which is the largest growing stream of solid waste in the world. This massive amount of electronic waste has not only created a sustainability crisis, but has also created the largest cybersecurity crisis of our lifetime. The time for a true and data-safe circular economy for electronics is now! In this presentation, John Shegerian will explain this trend, how it impacts every individual and organization around the globe, and the right ways to dispose of electronics to be both environmentally friendly (part of the circular economy) and also sensitive to prevent hardware data breaches.
John Shegerian
Jose Carrillo: JAC Blue Cybersecurity
Biography:
Jose is a certified IT Asset Manager (CITAM, CSAM, CMAM, CAMSE), certified Cybersecurity (Security +) and ITIL v4 with deep knowledge of Asset Management, CMDB and ITSM practices. Infinite passion for enhancing status quo with innovative vision and strategic mindset. Jose has a vast experience in successfully managing complex Configuration and Asset Management practice implementations across several organizations. His knowledge and experience in cybersecurity projects has been a preamble to focus on the collaboration between cybersecurity and IT Asset Management practices.
Session Title:
ITAM and Cybersecurity working together in the ITIL Framework
Session Description:
A mature IT Asset Management program provides a solid foundation for a sound cybersecurity practice. In this session you will be able to understand how ITAM and Cybersecurity can work closely to achieve a maximum level of collaboration to reach common goals. Eliminate silos and finding common goals is key in this process. This is possible when you identify the pain points from each side of the equation and provide the data the other side consumes. Collaboration is the key word; but how we reach the maximum level of collaboration?
Jose Carrillo
Joseph Kaufman & Tony Schenke : SoftwareONE
Biography:
Joseph Kaufman: I am a Senior Software Licensing Consultant with SoftwareONE with over twelve years of IT Asset Management experience in both client and server licensing. I have seen ITAM from both the customer and the consulting points of view. I’m focused on controlling licensing costs and risks while ensuring customers meet IP and contractual obligations.
Tony Schenke: I am a Software Licensing Consultant with SoftwareOne with over 10 years of ITAM experience. After 9 years of developing and leading an ITAM practice, I moved to the consulting side in an effort to offer in depth analysis to customers interested in optimizing their spend across hardware and software, and now cloud. I like to find repeatable processes to report on using PowerBI and other BI tools to quickly analyze trends to stay on top of your technology footprint.
Session Title:
KPI Trending and Transparency for Constant Improvement
Session Description:
ITAM Tools are great at painting a picture of what is going on now but not at showing historical trends and changes. So how do you catch those changes that are impacting your licenses? Though advanced reporting using power query in Excel or other BI tools you can effectively highlight the changes, trends and issues impacting your KPI’s and data accuracy.
J. Kaufman & T. Schenke
Joseph Marion : ASCDI - The ITAD Association
Biography:
Joe Marion is President of a not for profit association of ITAD’s and tech resellers know as the Association of Service, Comms, Data and ITAD providers. ASCDI focuses on ethical standards for resellers surrounding intellectual property rights, ownership, rights and the right to repair. ASCDI’s Code of Ethics ensures owners of technology equipment that the ITAD’s they hire are trusted protectors of our environment and customer data.
Joe has a long history in the IT resale industry. From 1975 to 1989 Joe served in various capacities including President of the William Marion Company, Inc. (WMC), a privately held technology resale and service company based in Hackensack, New Jersey. WMC was an IBM Business Partner specializing in leasing and maintaining IBM Mid-Range and Mainframe computers and AT&T telecom products. WMC was sold to Datapoint’s Intelogic Trace Division in 1989 where Joe remained until 1991.
In 1991 Mr. Marion assumed the position of President of the ASCDI.
Session Title:
ITAD Ethics. Trust and Verify.
Session Description:
Today if you search the internet for ITAD’s you come up with 1,940,000 hits. Are all ITAD’s equal? Ask Morgan Stanly who infamously hired the wrong ITAD and ended up egg on their faces and $60 million dollars in fines.
ASCDI has over 50 years experience in identifying and enforcing Ethical Standards in technology resale. In 2023 those standards are more relevant than ever before.
ASCDI is also involved in two international projects designed to track the life cycle of assets. Let’s talk Ethics. Let’s talk ITAD’s. and let’s take a look into the future of asset management with ASCDI.
Joseph Marion
Kristy Stroud : Snow Software
Biography:
Kristy Stroud is a Manager of Business Consulting at Snow Software and an ITAM Forum Trustee. She has more than 25 years’ experience in the software asset management (SAM) industry as a former practitioner and certified SAM professional. In her time as a practitioner, Kristy has managed contract negotiations, defended software audits, implemented comprehensive SAM programs using various tools and techniques for companies of all sizes including Fortune 500 organizations.
Session Title:
You’ve paid for the tool, you put the processes in place, so what’s going wrong with your SAM program?
Session Description:
After spending months – and sometimes years – getting your software asset management program in place, lacking meaningful results can feel like a waste of precious time and resources. So what’s going on? If you have the tools, the data and the process, why aren’t you seeing changes?
Join Kristy Stroud, certified SAM professional and ITAM Forum Trustee with over 25 years of experience in the software asset management industry, as she discusses why after her first three years of implementing a formal SAM program, she felt like a failure.
In this session, Kristy gets candid about the lessons she’s learned and the mistakes she’s made, plus how she turned her three-year slump into a major growth opportunity that has shaped the rest of her career. Join us as she offers valuable insights on the following and more:
• Prioritization of business objectives
• Avoid getting lost in the big picture and falling down “rabbit holes”
• The 80/20 rule
Session Title:
How to start preparing your software agreement and entitlement data for a SAM tool
Session Description:
Organizations today face a myriad of challenges when managing their IT assets, including a significant rise in technical debt, countless security threats, vendor prices hikes and increased application/infrastructure relationship complexity. These obstacles aren’t going away and are slated to become even more prevalent in the near future, meaning the time to develop a software asset management practice is now or never, while there’s still time to set your organization up for a secure and innovative technology transformation. The question is – how do you know you’re really ready for the smoothest and quickest possible implementation of a SAM tool?
Join this session with Snow Software’s Consulting Services Manager, Kristy Stroud, as she discusses best practices for proactive steps towards implementation including:
• Preparing software agreements & entitlement data
• Identifying entitlement and business metadata to achieve complete compliance
• Saving valuable time pulling data after the fact
Kristy Stroud
Kyle Marks : Retire-IT
Biography:
Kyle is an ITAD enthusiast and CEO of Retire-IT, an independent consulting firm specializing in ITAD management. Over the past 18 years, Kyle has managed more than 10,000 projects. Kyle served Arrow Electronics as President of US Micro. Ages ago, Kyle was a consultant with Bain & Company and in marketing with Maybelline L’Oréal. Kyle has an economics degree from Rhodes College and an MBA from Harvard Business School. Kyle is also an IAITAM CHAMP and proud father of two wonderfully inexhaustible kids. An ITAK article Kyle co-wrote was referenced in the lawsuit resulting from the Morgan Stanley ITAD breach.
Session Title:
The SEC Gets Serious About Cybersecurity. Is ITAD Ready?
Session Description:
The SEC is taking cybersecurity much more seriously and will penalize companies that fall short. Whistleblowers can get paid 30% of a fine. “Astonishing” IT asset disposition practices cost Morgan Stanley a $35 million fine. The SEC’s new rules provide guidelines for incident reports. Boards have a new role. More, and more detailed, documentation will be required. ITAM is an essential part of the solution. Learn how ITAM can fix ITAD without motivating a whistleblower or triggering a disclosure.
Kyle Marks
Lawrence Dempsey: Raynet, Inc.
Biography:
As Vice President of Solutions at Raynet, Inc, Lawrence is committed to helping clients achieve complete IT visibility, so they can identify savings, lower risks, and realize important business initiatives.
Lawrence offers more than a decade of experience in software procurement, software management and software reselling. Lawrence’s expertise ranges from license eligibility and software deployment reconciliation to contract interpretation and SAM and ITAM process optimization.
Session Title:
Building resilient infrastructures: ITAM and technical debt
Session Description:
Technical debt recently brought an airline and the FAA grinding to a halt, causing hundreds of millions of dollars in losses. While outdated infrastructure resulted in two spectacular meltdowns in a two-week period, it is also responsible for continued losses in revenue, productivity, agility, and employee and customer satisfaction. These losses may be less spectacular, but they are no less alarming. ITAM practices and solutions play a special role in identifying and mitigating problems caused by technical debt, and in this talk, Lawrence Dempsey will discuss how to leverage data to: Identify the risks and associated costs of your organizations technical debt, and monetize these insights to control and reduce this technical debt.
Lawrence Dempsey
Leslie June : V-Soft Consulting
Biography:
Leslie is an industry recognized ITAM leader, regular ACE speaker, and author of several ITAK articles. Currently, VP of ServiceNow Customer Experience at V-Soft Consulting, she leads customers to successful experiences HAM, SAM, ITOM, and other IT areas, maximizing value from their ServiceNow investment. Leslie leads V-Soft’s team of consultants, mentoring and developing them into mature professionals providing customers the best experience while growing their skills and confidence. Leslie holds certs: IAITAM CHAMP, CSAM; ServiceNow CSA, DF CIS, SAM CIS, EM CIS, VR CIS, SIR CIS; and a B.A., Mathematics Education, M.S., Computer Science from Michigan State University.
Session Title:
ITAM at the center of the ever-expanding IT Universe!
Session Description:
Struggling to build a case for ITAM ROI? Looking to maximize value from your current program? Or expand your program to address the emerging needs of an IT world ever concerned with sustainability and ESG? With cloud resource spend management? With security? Leslie will address several of the business services and processes tangential to ITAM that can and do derive operational, spend, and risk reduction benefits from a healthy ITAM program, what you need in your program, and how to spread the ROI message! Come listen and share – we all learn best from each other!
Leaning Objectives:
The audience will understand
1. The expanded universe of IT Assets, Enterprise Assets, Consumable Assets
2. The expanded universe of Asset data consumers and stakeholders
3. Focus on Enterprise Assets for Business Services with examples
4. Steps to building an Asset Management program for Business Services
5. Framework of a Healthy Asset Management program
6. Carrying the message
Attendees will have an opportunity to share their experiences with the group
Additional Information:
There will be Quiz questions at the end with prizes!
Additional Resources;
1. Case study conducted by Florida International University (white paper)
– Problem statement
– Asset details
– Work Order
– Workflow and task related data capture
– Closure
– Learning exercise
2. Personal consulting experience
Leslie June
Lindsey Mackey & Mike Taylor : Deloitte & Touche LLP
Biography:
Lindsey Mackey is a Deloitte Risk and Financial Advisory Manager with eight years’ experience and a leader within Deloitte’s IT Asset Management (ITAM) practice. Lindsey has deep knowledge of ITAM Strategy, Software Asset Management (SAM) Managed Services, SAM tools and key software publishers. She has extensive hands-on experience working with premier clients to evaluate, implement, and improve SAM programs through her extensive ITAM, Technology Lifecycle Management, Application Rationalization, Software Vendor Negotiation and Cloud Migration Strategy knowledge.
Mike is a Senior Manager at Deloitte, with a diverse ITAM and Risk background. He has experience helping clients understand how to leverage technology to solve complex business problems. Mike has extensive experience using the disciplines of Asset and Configuration Management to produce actionable outcomes across industry, and has over 25 years of hands-on integration, consulting, and solutions architecture experience in a variety of industries. He holds a CISSP and has experience with the intersection of ITAM, cybersecurity, and regulatory compliance. Mike has helped clients in multiple industries establish ITAM and CMDB capabilities to solve complex problems across multiple enterprise capabilities.
Session Title:
Managing End-of-Life Risk with IT Asset Management
Session Description:
End-of-life (EOL) hardware and software creates risk for companies: operational, financial, and cybersecurity risks all at once. A core capability of IT Asset Management is managing EOL assets as part of a Technology Lifecycle Management (TLM) function. This session will explore leading practices in ITAM to manage EOL, mitigate the risks that EOL assets create, and discuss how ITAM fits into the broader TLM capability. Strong ITAM reduces risk, and this session will explore how to make this happen at your company.
Learning Objectives:
During the session, the following objectives will be covered
o Define what Technology Lifecycle Management (TLM) is and is not
o Understand common TLM challenges organizations face
o Develop an understanding of a strong TLM program and required governance structure
o Define a 3-year roadmap for organizations to build a mature TLM program
Additional Information:
An important takeaway for the audience will be that a strong ITAM function is key to managing EOL, but a successful Technology Lifecycle Management capability requires enterprise collaboration
Additional Resources:
ISO Standards 24748 – Systems and software engineering — Life cycle management
FFIEC Information Security – II.C.11 End-of-Life Management
L. Mackey & M. Taylor
Liz Reich : Flexera
Biography:
Liz has 30+ years in Supply Chain & Information Technology. Prior to joining Flexera as an Executive Advisor, she was a Vice President at Mastercard with roles including IT Asset Management, IT Service Management, Business Operations, Technology Sourcing, Service Operations and Employee Digital Experience. Liz is passionate about employee engagement and has spent many years mentoring small businesses, veterans returning to civilian employment and women in technology. She believes that to be successful a person needs to be bring their whole self to work, contribute by adding their story to the professional dialog and always pay it forward. Her hobbies include camping with her husband and dog, cycling and CrossFit.
Session Title:
The case for a Federated ITAM
Session Description:
Take the fundamentals of ITAM Governance to the next level by incorporating the Federated Asset Manager (FAM) role into every technology Program.
For an organization to truly capture all the value of an ITAM Program, everyone would work in ITAM.
But alas, that is not entirely feasible. So the next best ideal is to have everyone prescribed an ITAM function which aligns to their job role and responsibilities.
Because good decisions are built on good data, curation of good asset data needs a FAM supporting every category, every business unit, every day.
Learning Objectives:
A successful ITAM practice is comprised of a healthy mixture of People, Processes and Tools.
You will learn:
1. Why it is necessary to align your ITAM Practice to the corporate Governance structure within your organization
2. How to design the framework for your Federated Asset Manager (FAM) role using ITIL methodologies and/or ITSM support structure
3. What to think about when designing your training documentation
and
4. Which assessment criteria is needed to confirm your FAM resources are performing at par
Additional Information:
Tomorrow never gets here, but you always need to be preparing for tomorrow.
Getting an ITAM/SAM tool approved can be hard work but it is only the first step in designing a healthy ITAM practice.
Tooling should compliment the procedures designed to achieve the targeted business outcome. And those procedures will need to be performed by knowledgeable people with access to training and who are being evaluated against agreed upon KPIs.
Additional Resources:
Liz Reich
Maggie Layfield : NetSupport Inc.
Biography:
Maggie serves as the Vice President of Sales for NetSupport, a company with a 30+ year history in IT management and software solutions. She has been a speaker at TICE, ISTE, and the DA Technology Leadership Academy, as well as written several articles and been a guest on multiple podcasts.
Session Title:
3 Steps to Creating a Digital Strategy
Session Description:
The working landscape has significantly changed over the past few years, and in many cases, businesses are adapting a new model of office/remote/hybrid working. By reviewing your current IT portfolios, plans, and procedures to create a digital strategy, you can be confident that you’re maximizing existing tech and its ROI, while investing in IT that’s scalable and that flexes to your new working landscape – with the safeguards in place to ensure the company’s data remains safe and secure. Discover how to best audit, track, streamline, and embed technology with our digital strategy session.
Learning Objectives:
Understanding of how developing a digital strategy fits into the path of continuous improvement
Ability to identify digital co-producers (people in their org who should be involved in digital strategy development)
Strategies for removing barriers to staff involvement, increasing DEI and success of digital strategy
Framework for developing a digital rubric to effectively measure impact and evaluate solutions pre/post-purchase
Additional Information:
A digital strategy is more than just a budget or a list of items that need to be completed or purchased– it is a well thought out plan crafted with the input of multiple departments and team members that sets the stage for future growth and change relating to an organization’s technology. In short, it’s a plan for what you want to achieve (and why) when it comes to your technology. Too often, digital strategies are reactive. They are conceived after the budget is set (and therefore driven entirely by the budget) or after an emergency has taken place. The goal of this presentation is to provide a framework for developing a digital strategy in advance so your organization can be forward thinking instead of reactive.
Additional Resources:
3 Things to Consider When Creating a Digital Strategy White Paper
“How to Plan Your Organization’s New Flexible Tech Landscape” Forbes Article
Maggie Layfield
Mandi Sue Bleau : Anglepoint
Biography:
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.
Before joining Anglepoint, Mandi Sue served as a Manager at KPMG, where she worked with several Fortune 500 clients, in various industries. She led SAM services and also took the lead in the progress of the ServiceNow SAM Pro program.
Mandi Sue’s passion lies with her customers. She likes to build trusted relationships and solve client issues while improving their SAM Programs.
Session Title:
Keeping the End in Mind; Ensuring a Successful SAM Technology Implementation
Session Description:
Learn from Anglepoint SAM expert Mandi Sue Bleau how involving the right stakeholders and establishing realistic goals will help you succeed in the implementation and adoption of your SAM technology. With a mix of both strategic and tactical tips from the trenches, she will show you can achieve a successful outcome and ensure a return on investment in your SAM technology.
Mandi Sue Bleau
Mari Petesen : Anglepoint Group
Biography:
Mari joined the Anglepoint team in 2018 as a Vice President of Business Development, bringing with her over 30 years of selling and delivering technology solutions to a wide array of clients. Over the past 20+ years, Mari has focused exclusively on ITAM and how she can help clients understand how to implement an actionable and sustainable ITAM program that drives the results that executives are expecting. Mari is passionate about finding the right balance of people, processes, and technologies to help clients achieve the results of a successful ITAM program. She often thinks of each client and their current environment as a puzzle that she passionately wants to help them solve.
Session Title:
Software Asset Management – Where (and Why) is Your SAM Program Struggling?
Session Description:
Software Asset Management – Where (and Why) is Your SAM Program Struggling?
Building and maintaining an efficient and effective SAM program is challenging – and it doesn’t matter if you’re just starting your program or if it’s been around for years. Common struggles include:
– Where do I start?
– How do I get Executive support when they do not understand the complexity of license management?
– How do I right-size my software contracts and optimize spend?
– How can I normalize my software data to make sense of what’s actually installed and licensed?
– How do I minimize risk and prepare for audits with confidence?
– How do I prioritize my publishers? Which ones should I focus on first?
– How can I be more proactive?
Register today and join us as we share our recommendations and expertise to turn these common SAM struggles into strengths.
Mari Petersen
Marty Johnstone : RF Code, Inc.
Biography:
An IAITAM-certified IT professional, Marty Johnstone is responsible for aligning enterprise data center customer needs with RF Code’s solutions. He works with senior IT leaders to ensure each organization can maximize ROI through IT asset management. Marty spent 6-years at the CME Group before RF Code, managing worldwide ITAM deployments. Marty has presented at the IAITAM Houston conference. Marty completed IAITAM certification courses for IT Asset Manager, Hardware Asset Management Professional, Software Asset Management, and Mobile Asset Management.
Session Title:
Enough! Stop Counting IT Assets and Start Managing Them
Session Description:
IT Asset Managers spend too much time on manual asset tracking and inventory tasks that can be fully automated. By eliminating wasteful and laborious time manually counting assets, ITAMs can be free to apply their skills to higher priority projects like protecting critical assets and supporting the business’s bottom line. This presentation will provide ITAMs with a roadmap to make a strong business case for investing in new asset and inventory tracking automation technology. ITAMs will see how automation is improving job performance and outcomes for their peers at other data centers after implementing these ITAM tools and processes.
Learning Objectives:
– To equip attendees with a roadmap for implementing a complete hardware asset management program. During the session we will cover topics from why, to selection of solution, through implementation and the journey along the way.
– Understanding how an automated, real-time asset management solution effects many different areas of your business.
– How to avoid pitfalls that result in additional costs and resources.
– Impact of implementing automation within the ITAM framework.
Additional Information:
– Examples of successful deployments of automated asset tracking solutions. Enhanced by stories from different examples I have experienced among organizations.
– How automation impacts job functions and employees’ roles.
Additional Resources:
– [https://www.rfcode.com/resources/infographics/active-vs-passive]
– [https://www.youtube.com/watch?v=HDSGvEBZQ14&feature=youtu.be]
Marty Johnstone
Max Ablimit : Tarim Consulting LLC
Biography:
Tarim Consulting founder and CEO Max Ablimit was a member of Oracle’s License Management Services (LMS) team for six years. He successfully engaged with more than 500 Oracle customers worldwide and started LMS activities in the Greater China area. This program became the highest revenue contributor in the Asia Pacific region. An Oracle licensing expert with 20 years’ experience in license compliance, Max is well positioned to speak about Oracle licensing and strategy, audit management, and cost reduction. He brings a depth of experience and understanding that better equips and enables his audience to handle their Oracle licensing challenges.
Session Title:
Oracle’s Java Licensing Change Can Cost Companies Millions
Session Description:
On January 23, 2023 Oracle implemented a dramatic change to their 2019 Java SE subscription model, which requires organizations to potentially spend millions more on their annual Java subscription. This session will cover the Java cost savings and avoidance strategies to mitigate the significant impact of this change.
Max Ablimit
Michael Harrison : Signifi Solutions
Biography:
Michael Harrison serves as VP of Strategic Accounts for Signifi, where he leads organizations to innovate and optimize digital transformation through Vending & Locker solutions. By implementing Walk-up IT Service Cafés, Michael revolutionizes IT service delivery and solves business problems across various sectors, including retail and healthcare. With a wealth of industry-leading certifications such as MCSA, CompTIA A+, Six Sigma Green Belt, and PMP, Michael boasts 15 years of hands-on corporate IT experience. His military-backed work ethic has allowed him to excel in the ever-evolving world of information technology and asset management.
Session Title:
Revolutionizing IT Asset Management: Streamlining Processes with Automated Solutions for Hybrid Work Environments
Session Description:
This IT Asset Management agenda covers Signifi’s automated ITAM solutions, providing self-serve platforms and hardware dispensing kiosks for hybrid and remote work environments. Key benefits include increased uptime, employee satisfaction, and improved asset tracking. The agenda explores popular asset management combinations and hardware solutions such as Smart Lockers, Smart Vending, and Tech Express Desk (TED). Use cases for the Tech Express Desk include loaner devices, device pick-up/drop-off for repairs, technical drop-off for upgrades, and decommissioning. Signifi’s solutions integrate with existing IT software management systems, offering convenience and efficiency in IT asset management.
Michael Harrison
Michael Swanson : ISAM
Biography:
With over 35 years’ experience in corporate finance, Michael Swanson is an expert at identifying and solving business problems, understanding and reducing costs, and designing and creating best practices across multiple industries with integrity. Michael has played an integral role in creating and defining the software asset management industry since 1994.
Session Title:
How the Economy is Affecting Software Asset Management.
Cost Savings vs. Inflation?
Session Description:
Since 2000, global GDP grew by 184%, North America GDP by 127% while going through two major recessions.
In spite of the recessions, IoT devices grew from 0.5 billion to over 50 billion, internet users from 284 million to 5.5 billion, and 4.7 billion active social media users came online.
Although corporate revenue is impacted by the economy, and vice versa, IoT, internet usage and social media have reached global levels that have caused growth in corporate IT expenses.
What does that mean for us?
When our economy is threatened by a recession, companies look for ways to cut costs.
Software vendors are finding creative ways to increase revenue while vendors are asking for more, and corporate management wants to spend less.
How do you reconcile competing demands?
The solution: Adopting a sustainable solution is essential.
A change from managing rates to cost rationalization will be a requirement during economic downturns.
How will you build and sustain the transition?
Join the discussion to get more insights on this shifting economy and how it will impact the Software Asset Management industry and what measures you should adopt today.
Michael Swanson
Michelle Courtney Berry : Courtney Consulting Enterprises, LLC
Biography:
Michelle Courtney Berry is a highly productive, experienced, compassionate, obsessively prepared, and intuitive executive coach with a growth mindset who can quickly develop relationships. As a transformational trainer, humorous and sought-after motivational keynote speaker, and accomplished leadership development professional dedicated to helping visionary leaders in C-Suite, women, and progressive companies and organizations achieve business results by building individual and organizational effectiveness through a total wellness lens and ideation process—complemented by designing content-rich educational materials that inspire passion, interest, curiosity, and bolster employee engagement, while decreasing stress and conflict. She has launched three wellness enterprises and delivered over 5,000 keynotes and talks throughout the US, Canada, and Africa.
Session Title:
The C-Suite’s Guide to People, Process, and Performance in the Post-Pandemic Era
Session Description:
In the post-pandemic era, c-suite leaders must focus on leading people best, managing processes, and evaluating performance in a post-pandemic, hybrid-work environment. Addressing the underlying causes that interfere with progress, impact productivity, and hurt morale and profits has one root cause: job stress, which costs the American workforce $1 trillion annually due to illness, employee conflict, and miscommunication. Executives and other leaders with exemplary leadership skills and high emotional intelligence develop a growth mindset and uncanny ability to detect team stressors and conflicts and help ameliorate them before and during their development. They also communicate well, lead with vision, strive to learn from mistakes, foster collaboration and build unity in the post-pandemic marketplace. If you’re curious about how to do all this and more, then do attend this engaging, and highly-participatory, action-oriented session.
Learning Objectives:
Audience members will learn key ways in which C-Suite and other leaders must adapt to the changing needs of employees by using emotional intelligence and a growth mindset to build morale and strong teams.
Together, we’ll unpack the mental, physical, financial, health, personal, and professional impacts caused by unmitigated job stress at work.
Attendees will learn how job stress impacts the IT profession and how different generations respond to these impacts.
Participants will be able to identify and understand the root causes of job stress that interfere with progress and impact productivity, morale, and profitability.
Through a combination of lecture, Q&A, and hands-on demonstrations, audience members will leave the session understanding why job stress mitigation is one of the most cost-effective strategies to increase retention and engagement.
Additional Information:
In the post-pandemic era, c-suite leaders must focus on leading people best, managing processes, and evaluating performance in a post-pandemic, hybrid-work environment. Addressing the underlying causes that interfere with progress, impact productivity, and hurt morale and profits has one root cause: job stress, which costs the American workforce $1 trillion annually due to illness, employee conflict, and miscommunication. Executives and other leaders with exemplary leadership skills and high emotional intelligence develop a growth mindset and uncanny ability to detect team stressors and conflicts and help ameliorate them before and during their development. They also communicate well, lead with vision, strive to learn from mistakes, foster collaboration and build unity in the post-pandemic marketplace. If you’re curious about how to do all this and more, attend this engaging, highly-participatory, action-oriented session.
Additional Resources:
Keeping Calm in Chaos: how to work well, live well, and love abundantly no matter what
American Institute on Stress: Workplace Stress
OSHA on Job Stress
CDC on Job Stress
NIH: Health problems and stress in Information Technology and Business Process Outsourcing employees
Stress & Anxiety in the Tech Industry
Information and communication technology: Implications for job stress and employee well-being
C-Suite: Focus on Mental Health in a Post-Pandemic World
Why Leaders Must Have High E.I.
CEOs are Joining the Great Resignation
Elevating Employee Wellness in a Post-Pandemic Environment
The Benefits of Mindful Leadership
The Biggest Workplace Trends in 2023
Key Factors that Drive Employee Engagement
Michelle Courtney Berry
Michelle Wescovich: ISAM
Biography:
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 Certified Software Asset Manager (CSAM) through IAITAM.
Session Title:
SAM Maturity: Be Proactive, Not Reactive
Session Description:
An effective Software Asset Management (SAM) plan/program is key to maintaining compliance for your company. However, it takes more than compliance to truly optimize your program. This session will discuss how to be Proactive in your approach to SAM; how to optimize your program to garner the most savings potential; and help you understand the importance of software utilization.
Learning Objectives:
Understand that SAM is not just a tool but an integral part of your business process. Strategic business decisions should be driven by data from your SAM program with the proper Governance. An Optimized SAM program incorporates FinOps-Cloud and is viewed by the CTO-CIO as a key contributor to strategic initiatives.
After this presentation, you should think about where you are, what you need to improve your program and begin thinking about an action plan and what you need to be successful.
Additional Resources:
www.isamgroup.com
https://www.linkedin.com/posts/isamgroup_vendormanagement-procurement-software-activity-7006002310808055808-jeve?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/isamgroup_iaitam-cloud-microsoft-activity-7007015182145126400-xgQp?utm_source=share&utm_medium=member_desktop
https://www.linkedin.com/posts/isamgroup_cloud-microsoft-software-activity-6959857921602056192-op0_?utm_source=share&utm_medium=member_desktop
Michelle Wescovich
Mike Temple : ServiceNow
Biography:
Mike has been in Information Technology for 34 years, 20 years of which in IT Configuration and Asset Management space, having worked for solution providers such as Ivanti, Flexera, and currently ServiceNow, supporting some of the most strategic customers from an ITAM perspective. When not advocating for the strategic relevance of ITAM to customers, Mike can be found out on the trails in the mountains, or in the kitchen, creating something for friends and family.
Session Title:
Customer Stories of How ITAM Enables Digital Transformation
Session Description:
Come hear a few select stories of real customers like you who have undertaken and excelled in a Digital Transformation project unrelated to ITAM, but for which the project’s success relied on a best-of-breed ITAM program, and bring those insights back to your organization for positive change.
Mike Temple
Nasrin Azari : Mobile Reach
Biography:
Nasrin Azari has worked for 20 years helping organizations design, build, and deploy optimal mobile applications to their field workforce on the Mobile Reach platform. She excels at focusing on the “important but easy to overlook” details that ensure a project’s success: user experience, tangible process improvements, and understanding/meeting business objectives. Mobile Reach has provided hundreds of companies, both large and small, with effective mobile solutions for IT Asset Management, Service Management and for a variety of Field Service use cases. Organizations that use Mobile Reach experience significant workforce efficiency improvements and greater accuracy in their ITAM repositories.
Session Title:
ITAM in the Field
Session Description:
This session discusses the nuances of implementing a Field solution for your ITAM program. We will be specifically going over some of the challenges that you may be experiencing and how you can address some of those challenges with a good Field solution. We’ll also go through various business objectives of your Field processes and how to optimize your solution to ensure both business needs are met and user adoption is high.
Nasrin Azari
Neil Peters-Michaud : Cascade Asset Management
Biography:
Neil grew up in Silicon Valley, where he gained technical work experience in IT and supply chain management. Prior to founding Cascade in 1999, he earned his BS and MBA from University of Wisconsin and worked in environmental NGOs and state government. Neil 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:
Cascade’s 9th Annual Benchmark Report for ITAD
Session Description:
Learn about trends in IT Asset Disposition, including new observations in this year’s report such as the rising importance of customer service, managing assets for a remote workforce, and how the economy is affecting asset resale prices. Attendees will learn how industry peers manage their IT assets, including security policies, resale values, implications for remote work, certification requirements, roles and responsibilities, and forward-looking observations of what disposal will look like in the future.
Learning Objectives:
Measure Your ITAD Activity Against Other Industry Leaders,
Identify Areas of Growth & Strategic Development
Evaluate Key Trends Rising importance of customer service
Managing assets for a remote workforce
Upward forecast for IT spending
Downward trend for resale prices with tips on how to recover value
7 Questions to Ask an ITAD Provider Regarding Equipment Resale
Attitudes regarding industry certifications
Forward-looking ITAD industry observations
Additional Information:
Cascade’s 2023 Benchmarking Report offers an inside look at the IT asset disposition activities of industry leaders, shares key trends, and identifies areas of growth and development. The information was gathered from a survey of 54 enterprises and organizations, representing over 231,100 employees; along with analysis of more than 1.2 million processed assets.
In addition to key trends and forecasts, the presentation focuses on best practices for selling retired assets. While resale values have dropped to pre-pandemic levels, there is profit to be made. The key is partnering with an ITAD provider that specializes in value recovery.
Session Title:
Use Your ITAD Program to Support Corporate ESG Efforts
Session Description:
Adoption of Environment, Social and Governance (ESG) reporting is growing rapidly across the globe. As organizations research their Scope 3 impacts, downstream implications of asset disposal carry significant value. Come learn how the reverse supply chain can link your organization’s ESG reporting to IT Asset Disposition. Areas will include environmental impacts of reuse and recycling, social good from donation, and the impact of disposal standards on good governance.
Learning Objectives:
What is ESG?
Why is ESG Important?
What are Scope 1, 2, and 3 Emissions?
How do ESG and Scope 1, 2, and 3 Emissions Affect the IT Department?
How Your ITAD Program Can Support Corporate ESG Efforts
Partner with an ITAD Partner that Supports the E, S, and G
ITAD Partner ESG Checklist
Additional Information:
ESG is a framework that helps customers, employees, suppliers, and investors understand how an organization manages risk and opportunities related to environmental, social, and governance factors. Since the beginning of the decade, the number of organizations incorporating ESG factors into their reporting has been rapidly growing.
Industry experts predict the IT department will play a significant role in supporting corporate ESG efforts. One area where IT managers can make an impact is IT asset disposition (ITAD). With the help of the right ITAD partner, the IT department can create sustainable asset management practices that support corporate ESG goals.
Neil Peters-Michaud
Nikki Evans : Ridgeline Coaching
Biography:
Nikki Evans is the Chief Thought Provoker at Ridgeline Coaching. She believes workplaces should allow people to thrive and is on a mission to make workplaces …. work better. She leads group/team programs and one on one programs designed to guide people to achieve greater results as they hack into their strengths and those of their teams to increase productivity, engagement and happiness at work while driving great results. Nikki uses a complex, adaptive systems approach to navigate the complexities of real work environments and helps people put theories into real and effective practice in their own situations.
Session Title:
Is this thing on? How to Communicate so People Will Hear You.
Session Description:
Great leaders know how to leverage and adapt their communication style to effectively work with others with different styles. Join us to discuss strategies to get your message heard, communicate with clarity, and get others to understand and take action on your ideas. Participants learn the primary communication styles and how to recognize effective ways to adapt to each communication style need.
Learning Objectives:
1. Participants will be able to identify their own primary communication style
2. Participants will be able to identify communication styles of others
3. Participants will be able to adapt their style to meet needs of others
Additional Information:
Great leaders know how to leverage and adapt their communication style to effectively work with others with different styles. Join us to discuss strategies to get your message heard, communicate with clarity, and get others to understand and take action on your ideas. Participants learn the primary communication styles and how to recognize effective ways to adapt to each communication style need.
What others have said about similar presentations:
“I have heard similar presentations, but this one resonated with me with the different examples and visuals that was provided. I became very aware of my own communication style and an understanding of the needs of others with different styles.”
“The presentation will help me reflect and continue to verify how I communicate with everyone that I interact with for work.”
“Excellent session. Insightful with useful practical tips to improve communication. Definitely going to try these in my daily life.”
Additional Resources:
I’ve created a companion guide to my talk that participants can access here: https://cdna.ridgelinecoaching.com/guide
Nikki Evans
Nina Nielsen : Sipi Asset Recovery
Biography:
Nina Nielsen, a Business Development Manager, started her career in the leasing industry as a computer trader and also advising large enterprise clients how to have a successful lease return, which in today’s environment translates to helping clients to securely retire assets from their environment. Keeping the client’s best interests at the forefront, Nina works with clients to put in end-of-life processes that help the clients gain efficiencies, enhance their asset management programs, protect their corporate reputation through data security and EPA compliancy services, while also returning value to their organizations for the IT assets through resale. Nina’s experience, along with her network of IT professionals in the various service areas of the industry, bring much to the table to help clients bring a Tier 1 asset retirement process into their organization.
Session Title:
Finding Gold within our Community
Session Description:
Sipi Asset Recovery recognizes that over 25% of Americans have a disability and the disability community is a labor pool that should not be overlooked. We are proud to be a leader in the e-Stewards Advance + program (http://e-stewards.org/special-programs/) that is demonstrating the value of disability inclusion to the electronic recycling industry.
Learning Objectives:
The learning objective is to educate employers of the opportunities for both their organization as well as the opportunity they can give people within their community that have various special needs. There is so much to be gained by helping these people be part of the workforce. For many employers, even though they may want and have thought about employing these individuals, they do not know where to start or what to expect.
This presentation is to provide the positive results that this type of program can have both on the business and individuals within the program. The goal is to encourage businesses in any industry to open up and expand their workforce to include individuals with special needs. Given the early detection of autism, the number of people in this spectrum is growing, and their needs for jobs is also increasing.
Additional Information:
As much as individuals with special needs want and need to work and be productive in their daily lives, they face some challenges and the biggest one is typically transportation. There are organizations that help provide and management of the individuals while they are on-site working. There is also training and guidance for your teams in working with these individuals.
Additional Resources:
Interview with Patrick Abraham Ed.S, NCSP – District 211, Transition Services Coordinator, Palatine High School, IL
John Stoops, COO James Emmett and Company (JEC), communications regarding the recruiting and retaining of resources, They are also responsible for the training of the employers teams on how to manage and interact with the teammates with special needs.
CDC autism and developmental disabilities network data
Behavioral Innovations.com blog of 20 Famous People with autism spectrum disorders
Behavioral Innovations.com blog myths about autism spectrum disorders
e-Stewards Advanced Plus Program
Nina Nielsen
Paul Baum : PlanITROI
Biography:
Since 2001, PlanITROI has been providing global IT Asset Disposition (ITAD) services to enterprises, organizations and K-12 schools. PlanITROI is committed to preserving the highest levels of environmental responsibility and data security while changing lives through retired computing devices. PlanITROI’s mission is to Close the Digital Divide with Affordable Technology from our clients’ retired computing devices. PlanITROI leverages the circular economy to do social good, by turning clients’ returned, retired or idle IT devices (PCs, laptops, Chromebooks, smartphones, tablets, etc.) into recertified, affordable technology solutions sold or donated direct and through the largest retailers in the world.
Session Title:
Perfect storm: How to navigate through 5 seismic disruptions in ITAD
Session Description:
In this session, we’ll alert you to 5 seismic disruptions in ITAD creating a perfect storm, the likes of which we haven’t seen in 20 years. Join us to learn how to navigate your organization through the confluence of plummeting wholesale recoveries, increasing service fees due to inflation, ITAD vendors up for sale and going out of business, rising threat of data breaches and growing importance of ESG goals – and become an ITAD hero in the process.
Session Title:
Executive reporting: What they (and you) need to succeed
Session Description:
ITAD reports for executives are becoming a crucial aspect of modern business management, especially when it comes to ESG issues. With compensation plans becoming increasingly tied to ESG performance, executives are highly motivated to ensure their company’s ITAD practices are compliant with environmental regulations, socially responsible and financially viable. Executives play a critical role in overseeing ITAD practices, and they’re looking for robust reporting. In this session, you’ll learn how to optimize ITAD, and we’ll show you the top 10 reports that will help your executives – and you – succeed.
Paul Baum
Preston Davis: SHI
Biography:
ITAM Lead and Sr. Consultant
Experienced and certified Sr. IT Asset Manager with extensive knowledge around software licensing, IT Procurement operations, SaaS license management, and ITAM processes/best practices. I have successfully built two ITAM programs from the ground up and hold industry recognized certifications from ServiceNow and the IATAM organization. My professional interests center around software compliance, SaaS and on-premise license optimization, and helping customers implement ITAM best practices. I’m always seeking and identifying ways organizations can effectively optimize their software licensing estate and maintain cost controls.
Session Title:
SaaS Management – How to maximize your budget and tackle SaaS Head On
Session Description:
With a recession looming and companies already having to lay off employees, every company is looking to understand their operating expenses, but how do you measure what you don’t even know you have? SaaS Management helps you understand what applications you have, where spend is against your budget and most importantly where you can consolidate or eliminate in order to maximize your dollars spent. You can’t afford not to budget accurately.
Preston Davis
Renee Lottes : Accenture
Biography:
Renee Cordova Lottes, Senior Manager at Accenture, is a Delivery Lead in the Cloud Advisory group. Currently, her focus is on delivering solutions using the ServiceNow platform. Renee has been focused on successful delivery of ServiceNow solutions and services internally for Accenture for the last 5 years and is now using those skills within client engagements with a proven track record of successful delivery of the project in terms of scope, deliverables, budget, client satisfaction, and achievement of required business outcomes.
For the past 20 years, Renee has been part of Accenture’s internal IT department where she has managed major projects and support organizations for a +$43B, +500k person company. She worked with executives to analyze, plan and solve business problems. She has extensive experience setting-up, managing and operating diverse technical projects in a global environment.
Renee holds a B.B.A. from the University of Iowa and an M.S. from Northern Illinois University majoring in Operational Management Information Systems (OMIS). She lives with her husband and five sons in the Chicago area. In addition, she has a passion for developing women in technology.
Session Title:
ITAM Operations Best Practices
Session Description:
Accenture will share best practices in setting up and operating their internal ITAM program. This will include lessons learned and future enhancements to the program.
Learning Objectives:
Sharing our story on how how we started with standard Asset Management and extended it across the enterprise.
Share the challenges we were up against and hat we did to overcome them
Share the business value and lessons learned
What’s next in the ITAM journey
Additional Information:
Accenture will tell its ITAM journey, lessons learned along the way, and our timeline to achieve. This will include specific details on the business value created as well as the future of the program.
Renee Lottes
Robert Ferullo : Ivanti
Biography:
Rob Ferullo, Director of Solution Engineering at Ivanti, has over 25 years of experience in IT Asset Management. Rob started his career in IT Asset Management at ON Technology handling the demands of large-scale mergers and acquisitions. After spending time in Professional Services, he moved into Sales in 1998. Rob has since worked for IT Asset Management software manufacturers such as BMC, Cherwell, and currently Ivanti. Rob was certified by IAITAM in 2008 in Hardware and Software (CHAMP + CSAM) and brings an IAITAM way of life to all his clients.
Session Title:
How Ivanti Enables an IAITAM Way of Life
Session Description:
Ivanti allows organizations to follow the IAITAM best practice approach with tools for ITAM, discovery, and procurement. In this session, learn how to manage assets from request to disposal by:
Syncing purchase information from major vendors like Dell, CDW, Lenovo and more
Filling in the gaps of the asset data with attributes such as current IP address, user information, location, among others
Understanding what your organization owns and what you can find
Focusing on fringe devices that are bought but can’t be found and the devices that are found but didn’t buy.
Robert Ferullo
Rike Sandlin : Rivervista Partners
Biography:
Rike advises organizations across the ITAM and ITAD industries on Operational Excellence – the business strategies, go-to-market plans, process & security best practices, sustainability initiatives, and ESG.
Before starting consulting, Rike was COO of HiTech Assets, a leading ITAD. As an advocate for best practices and high standards, Rike has served as Co-Chair R2 TAC, Chairman RIOS Board of Directors, and Chairman ISRI’s Certification & Standards and Education Committees.
He also served as Environmental Affairs and Marketing Director for Arrow Electronics and managed product development for Verizon.
Rike earned his engineering degree from Georgia Tech and MBA from Millsaps College.
Session Title:
ITAD ESG Claims – What NOT to believe!
Session Description:
Most every ITAD company can espouse environmental credentials, but in the broader context of ESG, what claims can they make – and how do you challenge the claims which are just greenwashing? Learn the questions to ask your vendors so you can separate fact from fiction.
Rike Sandlin
Roger Greive : SERI
Biography:
As resident R2 Guru and subject matter expert, Roger’s focus is on awareness, education and implementation of practical aspects of the R2 Certification program and its application for a circular economy.
He had 10 years of practical experience with the R2 Standard as a Compliance Manager for two electronics refurbisher/recyclers in the U.S. Midwest. Roger holds degrees from the University of Cincinnati and Bowling Green State University. He was also a six-year member of the R2 Technical Advisory Committee and Co-Chair of that committee’s Consensus Body.
Session Title:
Shifting from ITAD to Sustainable ITAD
Session Description:
ITAD is a ubiquitous function for nearly every business. But the truth is, most organizations don’t understand the power that ITAD can have in creating positive or negative outcomes for the brand and the bottom line. It’s time to harness the power of ITAD and shift to practicing Sustainable ITAD.
Sustainable ITAD not only disposes of old electronics, but it also elevates the function to align with the goals of your entire organization, protecting you from data breaches, positively impacting your bottom line, and furthering organizational ESG and sustainability goals.
Hear a variety of perspectives to help you rethink ITAD.
Roger Greive
Ron Brill : Anglepoint
Biography:
Ron Brill is the Chairman of Anglepoint, a global SAM provider serving many of the Fortune 500 and leading the Gartner Magic Quadrant for three consecutive years. Outside of Anglepoint Ron chairs the ISO committee for ITAM standards (also known as Working Group 21) which owns the ISO 19770 family of standards, and co-leads the FinOps & ITAM Special Interest Group as part of the FinOps Foundation, amongst others. Ron is a thought leader, author, and speaker about ITAM, FinOps, and TBM. He holds multiple relevant certifications including CSAM, CHAMP, CAMSE, CITAM, and FOCP.
Session Title:
Future-Proof your ITAM Program & ITAM Career
Session Description:
More than ever, ITAM functions and ITAM professionals must evolve their mindset, skillset, and toolset, if they wish to remain relevant to the business 3-5 years from now. In this session, Ron Brill will discuss how you can adapt to the key industry changes and forces impacting ITAM, including: FinOps; software licensing in various cloud technology scenarios; marketplace software, SaaS & other subscription-based IT assets; composable business & governance models; TBM and evolving CIO needs and expectations; sustainability; and other.
Ron Brill
Sam Ulhaq : Xensam
Biography:
Sam has been in the software industry for more than twenty years, beginning his career in the UK channel reseller and progressing to international channel partners such as Insight and SoftwareONE. Having held positions such as software license specialist and software license consultant, Sam spent several years as a License Compliance Officer at The Attachmate Group, which encompassed customer audits of Novell and Suse Linux, as they became part of the Attachmate group of products.
Joining as a founder member of Xensam in 2017, Sam has helped in shaping international strategy, which has contributed to Xensam’s remarkable rise as a global leader in enterprise SAM software technology.
Session Title:
The Evolving Security Benefits of a Mature SAM Program
Session Description:
This session will focus on how a satrong SAM program will enhance an organization’s network security. This will include averting risks of
– contracting viruses
– being hacked
– running software with vulnerabilities
– missed malware
– unpatched software
– unsupported software
– disabled HDD encryption
– disabled anti-virus software
All of the above can be addressed using SAM programs and the data supplied via strong SAM technology. We will discuss real world examples, screenshots, and the tangible additional value that can supercharge business cases and get stakeholder buy-in.
Sam Ulhaq
Scott Bickley : Info-Tech Research Group
Biography:
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. He also assists clients in developing their approach to vendor management relations and software compliance defense actions, resulting in accountable partner relationships coupled with a defensible IT deployment environment. Prior to joining Info-Tech, Scott was responsible for the global software licensing and procurement at International Game Technology (IGT) and indirect procurement at Amazon.com.
Session Title:
Negotiate SaaS Agreements That Are Built to Last
Session Description:
Internal stakeholders usually have different – and often conflicting – needs and expectations that require careful facilitation and management.
SaaS solutions bring forth a unique form of “switching costs” that can make a decision to migrate solutions financially, technically, and politically painful.
Take control of your SaaS contract negotiations from the beginning.
Look at your contract holistically to find cost savings.
Guide communication between vendors and your organization for the duration of contract negotiations.
Redline the terms and conditions of your SaaS contract.
Prioritize crucial terms and conditions to negotiate.
Scott Bickley
Skot Waldron : Skot Waldron / GiANT
Biography:
For the past 20 years, Skot Waldron’s work for clients such as J.P. Morgan Chase, CDC, Mount Sinai Hospital, Sesame Workshop, The Home Depot, and The Coca-Cola Company has included national and international communication programs.
Skot is a communication strategist who unlocks leaders by making sense of complex communication challenges through ah-ha moments that enlighten and transform.
Unlike most communication programs out there, Skot coaches leaders and employees to become liberators using programs that are simple, scalable, and sustainable for the long term.
He believes your influence, alignment, and ability to execute all begin with you and how you communicate.
Session Title:
Leading A Multigenerational Workforce
Session Description:
This is the first time in history that we have five generations in the workforce. We can’t lead everyone the same. The technological revolution is driving where we are going, and it must be embraced by everyone. How do we retool our leaders to help them be the best leader they can be using the skills and insights of earlier generations and merging them with the skills and insights of newer generations?
In this session, you’ll gain insights from both sides of the table and learn how you can work together to build your industry. Ignoring the past and scoffing at the future aren’t options. We must learn to embrace both.
In this presentation, attendees will:
* Value what each generation brings to the table.
* Learn how to develop others effectively.
* Help bridge the gap between different personalities on the team.
Learning Objectives:
In this presentation, attendees will:
* Value what each generation brings to the table.
* Learn how to develop others effectively.
* Help bridge the gap between different personalities on the team.
Additional Information:
We will cover the cultural events and thinking that shaped each generation to create some understanding, then dive into how we can use that knowledge to mentor both up and down.
Skot Waldron
Steve Andon : Onepak
Biography:
Steve Andon is the CEO of Onepak, and creator of its platform, ReturnCenter.com. With more than 25 years of entrepreneurial experience in information technology, finance, and operations, Steve has founded, developed, and sold two companies prior to founding Onepak. Steve is a featured speaker and subject matter expert in reverse logistics, sustainability, and the circular economy, and has received numerous industry awards for entrepreneurship, company growth, and creativity.
Session Title:
Fear the gear! The risks of hardware asset returns
Session Description:
Handling IT hardware assets at end of life can be fraught with risk. This session identifies the risks and provides best practices for HAMs in order to protect themselves and their companies.
Subtopics Include
1. Decoupling your logistics from disposition partner
2. Managing your returns into your ITSM.
3. Chain of custody benefits for leased or owned assets
4. Data destruction
5. Remote employee returns/employee offboarding
Steve Andon
Stephanie Baerenwald : Oshkosh Corporation
Biography:
Stephanie Baerenwald is currently the Senior IT Manager of Digital Technology for Oshkosh Corporation in Wisconsin. Steph has nearly 20 years in the Information Technology field, including 15 dedicated to specifically to asset and vendor management. During the past year, she has transitioned her ITAM strategies from a small/medium business to a Fortune 500 global organization. This transformation has given her a unique perspective of asset management and how it continues to bring value to any organization.
Session Title:
Transforming ITAM in the Digital Age of XaaS (Everything as a Service)
Session Description:
Not only will we make fun of the buzzwords we’re all sick of hearing, this session will cover real-world ITAM transformations:
– buzzwords
– agile consumption
– instantaneous business influence
– small ITAM to global ITAM
You should attend this session if you feel your ITAM program needs a refresh or you need new ideas to gather more support.
Stephanie Baerenwald
Sumin Tchen : Belarc, Inc.
Biography:
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 (telephony-based 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:
Reduce Your SaaS Spend Based on Accurate Usage Data
Session Description:
Gartner says that at least 25% of SaaS software is un-used. This is low hanging fruit for SAM managers to reduce SaaS software costs. But to do this you need accurate software usage data. This presentation will discuss the methods available today to discover software usage, their pros and cons and show case study examples
Learning Objectives:
Why should SAM be a Data Provider rather then just a Data Requestor.
What are Cybersecurity Controls.
Do Cybersecurity Controls work?
Example controls.
Cybersecurity controls and SAM.
Additional Information:
We will discuss why SAM should be a Data Provider to the organization, not just a Data Requestor and demonstrate how that applies to Cybersecurity.
The presentation will cover:
Is SAM a Data Provider or Data Requestor
•Which is more influential?
What are Cybersecurity Controls
•A little history
* Do cybersecurity controls work?
• Example controls
Cybersecurity Controls and SAM
• Sample reports
• Recommendations
Sumin Tchen
Sunil Chandna : Stellar Data Recovery Inc
Biography:
Sunil is co-founder & CEO of Stellar Data Recovery, makers of BitRaser data eraser software. Sunil is an expert on data security with close to 30 years of experience. He is a speaker at various international events and conferences including NAID, EREUSE, ESCRAP, IAITAM.
Session Title:
Why Should You Stop Destroying Storage Devices and Worry About Secure Data Destruction
Session Description:
Every year tens of thousands of companies continue shredding hard drives, a practice that has a legacy originating from paper shredding. This act ends up generating lots of e-waste and is causing a huge burden on the planet. In the session you will discover the myths surrounding physical device destruction practices and also uncover the associated risks.
With increased focus on Sustainability, organizations are on the lookout to switch to green alternatives. You will learn about proven software based data erasure approach that is SECURE, reduces e-waste and results in device REUSE.
Sunil Chandna
Terry Divelbliss : Eracent
Biography:
Terry is responsible for managing marketing, messaging, events and industry analyst relations at Eracent. He has over 30 years of software product management and marketing experience, and he has been active in IT Asset Management for over 23 years. His hands-on experience includes working with large client organizations to plan and implement ITAM repositories and more efficient business processes. In addition to numerous ITAM and SAM-related certifications, Terry has B.S. degrees in Management and Marketing from Indiana University of Pennsylvania, and he holds an MBA from the University of Pittsburgh.
Session Title:
Optimize Your Oracle Licensing with the Power of SAM Tools + Consulting Expertise
Session Description:
Managing your Oracle licensing can be a challenge. The sheer number of Oracle applications, the complex license models, and the large investment that most companies have made with Oracle, makes proper tracking and management essential. This session demonstrates how the use of an advanced, automated SAM tool coupled with experienced license management expertise can maximize the return from your SAM program. The presenters will examine several common Oracle use cases including Database applications, Java, Named-User Plus and E-Business Suite products.
Session Title:
Maximizing the Quality of Your Foundational Data for Optimum Results
Session Description:
Details about your hardware and software assets are the foundation of your ITAM, SAM, ITSM and Security initiatives. If your asset data is less than optimal, your program will be ineffective. This session looks at several use cases for normalizing and improving the data that you already have from discovery tools, procurement systems, security tools and other sources. Minimizing time and effort to find product details, streamlining the process of building, maintaining and enriching catalogs, getting your systems to speak the same language, and accessing end-of-life and vulnerability data are among the use cases that will be covered. Your management systems will offer significant value with more accurate and complete reporting.
Terry Divelbliss
Tim Farrow: Apto Solutions
Biography:
As Chief Operating Officer, Tim is responsible for the daily operations of the company. His experience and leadership are focused on aligning departments, improving processes, driving profitable growth, and delivering outstanding client service. Tim is passionate about helping companies become more sustainable while mitigating data, environmental, and financial risks.
Prior to joining Apto Solutions in 2008, Tim was VP of Sales Operations and Finance at Newell Rubbermaid, where he was a successful leader of a strategic account division. Tim is a graduate of Terry College at the University of Georgia with a BBA in Finance.
Session Title:
Why the future of ITAD software offers real-time reporting
Session Description:
As companies explore different solutions in the wake of growing ESG demands, real-time reporting remains a crucial tool in making the future of circularity possible. In this session, ITAD innovator Apto Solutions will unpack the part software plays in turning real-time data into actionable insights, especially ITAD software that can integrate into ITAM software. This will draw from their experience developing Pulse – a first-of-its-kind platform that offers transparency into the entire ITAD process including emissions data crucial to ESG reporting. Attendees will also learn what software approaches maximize impact, benefiting both the environment and companies’ bottom lines.
Tim Farrow
Tom Watson : Asset Management International
Biography:
Tom Watson, IT technology expert and entrepreneur, is the founder and chief executive of AMI. Since 2003, Tom has grown AMI and its flagship product, AssetTrack, into an industry leader in Hardware Asset Management.
Tom previously worked as a software developer for several technology startups, including senior architect for Micropath’s asset inventory software. At Micropath, he saw how hard it was for companies to keep track of hardware, which served as the impetus for AMI and AssetTrack. Tom graduated from the University of Washington with a degree in Fine Arts.
Tom’s mission is to help people buy only what they need and ensure they receive what they buy while avoiding financial penalties and legal issues along the way. He wants to help IT asset managers make timely decisions and feel good and secure about their jobs. He also wants them to keep their data safe.
Outside of work, when not playing Legos with his son, he’s on the soccer field or writing songs, playing guitar and singing lead vocals for a Seattle band Crown Hill.
Session Title:
Hardware Asset Management as a Service
Session Description:
CIOs across all industries all have the same problem: how to get the hardware needed to run the business into the business while following all the rules, keeping the network secure and spending as little as possible. While we like to believe we’re special snowflakes with special requirements around Hardware Asset Management, the truth is we’re just like everyone else. The CEO of Asset Management International, Tom Watson, shares his vision of how Hardware Asset Management will evolve into an outsourced services model, freeing companies from having to reinvent the wheel.
Tom Watson
Trent Allgood : Anglepoint
Biography:
Trent Allgood is the Director of Reasearch & Development at Anglepoint, a global ITAM consulting firm and leader in the Gartner Magic Quadrant for the last three years. Trent has over 10 years of experience in ITAM helping clients maximize and show ITAM’s business value.
Trent volunteers for the International Standards Organization (ISO) as the Secretary for WG21, the committee responsible for writing and maintaining the ISO ITAM Standards. He also volunteers for other related industry organizations such as The ITAM Forum, FinOps Foundation, and the OpenChain Foundation.
Session Title:
Why ITAM Should be IT’s Answer to Sustainability Reporting
Session Description:
With the SEC proposing new rules to enhance and standardize climate-related disclosures for investors, CIOs are going to be looking for emissions data from IT as well as ways to reduce IT-related emissions.
Data the ITAM team is working with daily can not only be used to track and minimize IT spend, it can also be used to track and minimize emissions. For organizations with mature ITAM programs, sustainability reporting and optimization is another way to show value to the business.
This session will discuss the latest ITAM-related ESG news, ways ITAM can assist with emissions and sustainability reporting, and what resources are available to help mature your practices in this growing field.
Trent Allgood
Vito Arminio: Lifespan International
Biography:
Vito has been involved in all aspects of IT Asset Disposition and electronics recycling since 2002 and has been with LifeSpan since the inception of the company. Vito is a frequent speaker at industry conferences on topics such as Data Privacy and Environmental Liability. These include NAID (National Association for Information Destruction), Data Center World, IAITAM (International Association of IT Asset Managers) and NPMA (National Property Managers Association). He brings a wealth of insight into the complexities facing IT executives today with over 30 years of IT and Data Networking professional services experience. Vito has received a BS from Babson College in Marketing and Communications.
Session Title:
International ITAD – Understanding the Challenges and Complexities abroad
Session Description:
Disposing of IT Assets internationally can bring with it a host of complexities and complications we don’t encounter with domestic ITAD. Join us as we discuss how to best prepare for IT Disposal & Recycling abroad as well as onsite HD Sanitization in cases where HD data is too sensitive to leave the premises intact. In this session we will help you navigate the waters to learn which geographies pose the greatest challenges and why. Sit in on this session to be sure your international partner has the infrastructure and expertise necessary to execute effectively.
Vito Arminio
Walter Darrough : Flexera
Biography:
Walter Darrough currently serves as a Director of Customer Success for Flexera. Before joining Flexera, Walter served as the Global Asset Manager for Dell. Before Dell, he held the position of Corporate Strategist for a large technology organization. Prior to that, Walter held the position of Knowledge Executive and Program Advisor for IAITAM (International Association of IT Asset Managers). His forty-plus years of IT experience has focused on the Financial, Retail, Education, Health Care, Energy, Government, Services and Transportation industries.
Walter has extensive experience in product development, implementation, data center and back office operations. This experience provides him the necessary background to help companies advance their IT Asset Management and other business practices. Over the past several years, Walter has worked exclusively with global organizations seeking to better understand the benefits of advancing their IT Asset Management practices and in developing and implementing effective ITAM strategies.
As a noted ITAM author and teacher, Walter Darrough holds CSAM, CHAMP and CITAM certifications from IAITAM, as well as an ITIL Foundation certificate. In 2011, Walter was inducted as an ITAM Fellow by the International Association of IT Asset Managers. Walter holds a Computer Science degree and Administrative Leadership degree from the University of Oklahoma.
Session Title:
Expand Your Vision, Expand Your Career
Session Description:
The technology world continues to change and ITAM is changing with it. SAM and HAM teams don’t just need to focus on Enterprise on-prem software and hardware. Today ITAM professionals need clear visibility into their entire IT estate to identify areas of need and to confidently act. This includes areas such as SaaS, Subscriptions, Cloud environments and FinOps.
This session we will discuss ideas on embracing change and why we must be able to see across the technology landscape to right size resources, mitigate risks and drive business outcomes. This is important for your career as well as your company.
Walter Darrough
Will Cohen : CircleIT
Biography:
Will Cohen is the President of CircleIT, a digital IT Asset Disposition provider focused on secure data destruction and increasing technology equipment circularity. As president, Will spearheaded CircleIT’s movement into circularity by establishing CircleIT as a B Corp in 2018 and launching a comprehensive ESG program and digital device disposal solution for consumers, SMBs and Fortune 100 companies to repurpose their electronic devices securely and sustainably.
Will is a graduate of the University of Maryland with a passion for philanthropy and giving back to the community. He has been volunteering with the Maryland Food Back for over 15 years and co-founded “Off the Couch” a non-profit under the Jewish Volunteer Connection umbrella that encourages people to find and participate in volunteer projects throughout their community.
Session Title:
Lessons from a Volatile Year in ITAD
Session Description:
2022 was a volatile year for the ITAD industry. Though the industry started off strong, inflation, rising transportation costs and supply chain challenges created numerous obstacles for our clients.
In this session, we’ll uncover some critical learnings from 2022, the mistakes ITAD providers made, and discuss the strategies we’ve learned to create a successful and valuable ITAD program for our clients and IT Asset Managers everywhere, such as:
Introduction of new services
The correct use of secondary market facilities
How to use global partnerships
What ITAD providers should be doing – from refurbishment, parts harvesting and selling downstream commodities
Learning Objectives:
The audience will learn about the market changes that occurred in the ITAD industry during 2022 (secondary market decline, supply chain issues, transportation/logistics cost increases, inflation) and how their ITAD vendor can address those to maximize the output of the ITAD program. Additionally, the audience will learn more about how ITAD continues to evolve despite the industry facing some of the aforementioned challenges (focus on Sustainability, a “world post-COVID”, etc.)
Will Cohen
Yvette Matthews : Infocenter
Biography:
ITAM practitioner and consultant with 20+ years of experience in IT who loves helping people build robust ITAM programs. Helps clients mature from basic ITAM practices to a strategic ITAM program. National Practice Leader for ITAM – Hardware, Software, and Enterprise assets.
Session Title:
Uncovering Business Requirements to Drive ITAM Improvement Opportunities
Session Description:
ITAM is an ever-evolving program. Learn the how and the who to confer with to drive continuous improvements in your ITAM program. Learn what to ask to gather those nuggets of information from the business to effectively meet their needs.
Yvette Matthews