Aadil Nanji : Info-Tech
Biography:
At Info-Tech, Aadil provides IT leaders with the guidance, analysis, and tools they need to ensure their technology contracts are thoroughly vetted, benchmarked, and optimized. Aadil is also focused on the development and delivery of research to assist our members with the various aspects of vendor management to help drive accountable partner relationships. He has experience reviewing top IT contracts across both the public and private sectors, and helps clients evaluate products, software licensing, and vendors when negotiating the optimal contract terms for their unique requirements. He also assists clients in developing their approach to software compliance defense actions.
Aadil Nanji
Aaron Zeper : DMD Systems Recovery, Inc.
Biography:
Aaron Zeper is CEO of DMD Systems Recovery, a Tempe, Arizona-based ITAD company focused on the Fortune 5000 across Data Center, End User Compute, and Mobility asset classes. We are NAID AAA Certified, R2, and also a B Corp committed to balance profit and purpose.
Aaron has led Services, Sales, Marketing, and Operations organizations at numerous technology companies including MDSL, Tech Data, STG (a Data Center services company), and Insight.
Session Title:
•End of Life (EOL) = End or Responsibility (EOR)? Not Quite.
Session Description:
Most organizations assume a retired IT Asset means the end of organizational responsibility. Not so fast, liability often persists for data and environmental aspects. A few financial implications are often ignored. Learn how most companies approach, but more importantly, we explore how the great companies mitigate risk and improve results. This includes specifics when employees and assets may not be in the same building or state. You walk away with an easy checklist you can use at your organization to increase security and reduce worry.
Learning Objectives:
Audiences will learn, in the context of End of Life for an IT Asset: The definition of responsibility for three separate categories: the environment, company data, and corporate governance. The difference between legal and social responsibility. The levels of responsibility a company MUST take and how to determine the level of responsibility the company SHOULD take. A maturity model / checklist to assess their current approach with desired responsibility align Culminating in ensuring the audience is aware of the legal responsibilities when determining their “end of life” process and considering what social responsibility aligns to their corporate values, AND thinking about this in three dimensions.
Additional Information:
The presentation will go between the general and the specific. We will use specific laws and examples to illustrate the principles. What should be different or insightful for the audience is separating the dimensions of end of life. Our experience shows that most organizations have a process, but their process does not separately account for each dimension. The topic is best suited for individuals that have overall responsibility for asset management and want to ensure risk mitigation or want to align corporate values and principles to their business practices. Many companies and individuals are aware of the broad legal aspect, but often overlook or underestimate that the law applies to them. The maturity model is designed for instigating conversation and thought when the individual returns to the office and needs to investigate the individual dimensions and across the various asset classes.
Aaron Zeper
Adriana Gomez : SoftwareONE
Biography:
Adriana joined HPE/DXC in February 2016 as a software analyst for the Asset Management Team. In May 2017 she got promoted to senior analyst and was responsible for managing Microsoft True-ups and contract renewals. Her role also included data cleansing and normalization, consolidating multiple data feeds into a single repository. She joined SoftwareONE in 2019 as a consultant for the SAM department. Adriana is skilled in both hardware and software lifecycle management, contract management, software reconciliation, compliance reporting, procurement and data analysis.
Session Title:
Cloud Financial Management (FinOps)
Session Description:
The topics that will be covered are:
• What is FinOps?
• Understand fundamentals of FinOps
• FinOps principles and concepts
• FinOps Lifecycle
Adriana Gomez
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:
The 5 Stages of (Audit) Grief
Session Description:
Grief takes many forms for people and the emotion is experienced for many reasons. Most of these reasons are rather personal in nature and include the loss of a loved one, the end of a relationship, the onset of disease or even something so inane as the loss of insurance coverage. Elisabeth Kübler-Ross documented the emotions of grief in what has become commonly referred to as the Five Stages of Grief . This article seeks to extend and document the Kübler-Ross model to an organization’s approach to a software audit. or Your ELP is Balanced, Great! As a Software Asset Manager, you have worked hard to document your license ownership, software usage and have reported on your compliance position. Now what? Are you done? What was the benefit? This presentation will seek to answer those questions as well as present a systematic approach to use the work that you have done to bring even more benefit to your company. From identifying opportunities, documenting events, and measuring risk, Software Asset Management is more than just a balance of licenses and deployment. Through descriptions and examples, a process for lowering software costs will be presented.
Learning Objectives:
Audience will be able to relate a known emotion (grief) and the stages of that emotion to a software vendor audit to draw parallels and similar responses. Responses will be highlighted during presentation.
Additional Information:
Grief takes many forms for people and the emotion is experienced for many reasons. Most of these reasons are rather personal in nature and include the loss of a loved one, the end of a relationship, the onset of disease or even something so inane as the loss of insurance coverage. Elisabeth Kübler-Ross documented the emotions of grief in what has become commonly referred to as the Five Stages of Grief . This article seeks to extend and document the Kübler-Ross model to an organization’s approach to a software audit.
Alan Bain
Ann Hughes : MRK Group Ltd
Biography:
Ann Hughes, Director of Sales and Marketing with MRK Group Ltd., has over 20 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 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:
IT Asset Disposition in a Pre and Post-Covid World
Session Description:
Disposal issues have been around for decades. We’ll talk about how the issues and dynamics have changed over the years and how that effects your organization. What impact has Covid-19 made on it? We’ll delve into best practices, regulations and pitfalls to avoid. This session will arm you with the knowledge to protect and guide your organization throughout the IT Asset Disposition process. It’s a must see!
Ann Hughes
Balram Pandey : Ernst & Young
Biography:
I am a Technology Consultant at Ernst & Young. My previous roles include Director at RBC, Managing Consultant at IBM and Global Process Owner at Siemens. I am a pragmatic thought leader with over 25 years of experience in diverse IT fields. In recent years, I am specializing in Software Asset Management, IT Asset Management, and Service Configuration Management helping large and complex organizations achieve their goals. I have pragmatic approaches to transform these practices and deliver measurable value to the organization. I have successfully delivered domestic (Canada) and global assignments in Germany, Ireland, Turkey, Finland, Philippines, Brazil, and USA.
Balram Pandey
Bo Guilbeaut : Starbucks
Biography:
Bo’s career spans over three decades in the Technology space. He has a unique perspective to the IT Asset Management practice, due to working both as a vendor providing technologies and services to now enhancing and expanding the ITAM Program in a Fortune 500 company. Whether it’s creating the policies and procedures for evaluating hardware, negotiating terms and conditions on software contracts or auditing downstream disposal vendors, Bo understands the “lifecycle” challenges we face as IT Asset Managers. Bo has worked for Microsoft, Arrow Electronics, HPE Financial Services and now Starbucks.
Bo Guilbeaut
Brandon Smeets : Canon
Biography:
Brandon Smeets joined Canon Production Printing to replace their retiring Software Asset Manager in 2017. Nowadays, with several millions of SAM cost savings to his name, he runs the end user services team in Canon during the day – and centers in magic shows all over Europe at night. In 2019, he was the closing act at TEDx in Venlo (The Netherlands).
Veteran IT asset manager Johan West never let school stand in the way of his education as he dropped out at 19 and started a career in IT. Today, over 200 Software Asset Managers around the world have so far survived his IAITAM CSAM class and in 2019 he co-founded the Dutch Association of IT Asset Managers. During the day, he fights audits and negotiates software contracts with vendors on his clients’ behalf. At night, he usually does the same.
Session Title:
ITAM: Trickery or True Magic?
Session Description:
Straight from university, young Brandon Smeets joined Canon Production Printing to replace their retiring Software Asset Manager in 2017. Expecting days of counting software installations and matching those with the right number of licenses, the truth both amazed as well as enchanted him. Nowadays, with several millions of SAM cost savings to his name, he runs the end user services team in Canon during the day – and centers in magic shows all over Europe at night. In 2019, he was the closing act at TEDx in Venlo (The Netherlands).
Veteran IT asset manager Johan West never let school stand in the way of his education as he dropped out at 19 and started a career in IT, selling everything from network cables to redundant datacenters. In 2005, he accidently fell into the world of software licenses and SAM – famously crying “how complicated can it be!?” as he tumbled down the rabbit hole. Today, over 200 Software Asset Managers around the world have so far survived his CSAM class and in 2019 he co-founded the Dutch Association of IT Asset Managers. During the day, he fights audits and negotiates software contracts with vendors on his clients’ behalf. At night, he usually does the same.
The cutting edge of ITAM technology and best practices has moved lightyears beyond counting licenses and software installations, in part thanks to game changers in IT like cloud and – well – COVID. But as far as the added value of ITAM is concerned, we’ve only scratched the surface. Eliminating software over-deployment, rationalizing the software portfolio and maximizing its utilization are just mere tricks compared to the magic that potentially lies ahead. Integrating ITAM data in our IT security practice, supporting ISO27001 compliance, automating software & user provisioning based on ITAM insights, help settle technological debt and using AI to accelerate all this are not illusions. Using real-life examples, anecdotes, tricks, movie quotes, impersonations and (mind blowing) tricks, Johan and Brandon show the audience the true magic of IT Asset Management.
Brandon Smeets
Bransilav Potoček : OpenLM
Biography:
I have been working within IT for the last 15 years. Started as a leader of a Network Monitoring Center for one of Slovakia’s major ISPs. Moved on to a System Admin role at the beginning of the New 10s. In 2016 I joined Johnson Controls as a License Monitoring Specialist. With the split of Johnson Controls’ Automotive business, a new company was created called Adient. Inside Adient I moved with the position to become a Software Asset Manager responsible for managing all of the company’s software contracts, be it major IT players such as Microsoft or IBM or engineering contracts such as Siemens or Dassault. This year I joined OpenLM’s team in a management role as their VP of Support, Services & IT.
Session Title:
Introduction to Software Asset Management – Building a Working SAM Platform
Session Description:
My session introduces the listener to the topic of Software Asset Management. Then it goes on to detail why SAM is actually important and then goes on the outline the major differences between managing IT contracts (Microsoft, IBM, etc.) and Engineering contracts (Siemens, Dassault, Autodesk, etc.). It also does a comparison of the industry-standard tools and the differences in requirements when trying to manage/monitor engineering license models and standard license models.
Learning Objectives:
How to create a working SAM platform within an organization, specifically aimed at presenting the easily overlooked Engineering applications. What are the key similarities and differences between managing standard IT Contracts such as Microsoft, IBM, or Oracle vs the Engineering Contracts coming from Siemens, Dassault, or Autodesk? What are the key licensing models for Engineering applications? How to optimize? How to measure compliance? Where are the licensing models moving? Is the concurrent network licensing model becoming obsolete?
Additional Information:
The primary goal of the presentation will be to show how the engineering licensing world differs from the licensing works of the key IT application spenders in companies. The secondary goal will be to focus a bit on the future, talk about how the licensing models are changing over time and what are the important topics to consider when doing long-term planning.
Bransilav Potoček
Jan-Christian Björkly-Nordström : Crayon AB
Biography:
Christian is currently managing a talented team of SAM consultants that cover traditional software assets, cloud, embedded software, engineering applications and many more. With a past gaining insights from large organizations as a project manager, license and software strategist, the leadership take on the asset industry has always been a key component and interest of his.
Christian Björkly-Nordström
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 achieving and maintaining R2v3, ISO:14001, ISO:45001, ISO 9001, and NAID AAA certifications. Ed resides in San Diego, CA with his wife Jenny, son Eli, dog Milo, and cat Otis.
Session Title:
ITAM in the Work from Home (Hybrid) Environment
Session Description:
The Covid-19 Pandemic created a dramatic shift in the way business will be conducted now and in the future. In this session we will review the challenges created from increased remote workforces including: device management, vendor management, communication, maintaining security compliance, and much more. We will also discuss the unique challenges posed to IT Asset Managers in the new Hybrid Work Environment and some solutions to help with our “new normal”. Lastly, we will share experiences learned from current ITAM practitioners and consultants in their organizations and key takeaways to help you succeed in your role now and in the future. This will be a collaborative and interactive session that you will not want to miss!
Ed Pletner
Geoffrey Cottrell : Sims Lifecycle Services
Biography:
Geoff Cottrell developed and managed large-scale programs and supplier relationships at Microsoft for over 18 years. He developed Microsoft’s Corporate ITAD program in 2006, and later spun-off part of that program to manage Asset Disposition and Supply Chain Sustainability for Microsoft’s Global Data Centers. Focus areas included; Data Security, Program Optimization, Supplier Relationship Management, and ITAD Operations & Governance. Presently, Geoff has taken on a role at Sims Lifecycle Services, working internally and externally on innovation initiatives around; Process Optimization, Circular Economy, Recyclability of Materials, and Value Recovery.
Session Title:
Circular Supply Chain, Moving Toward Net-Zero
Session Description:
In a world of dwindling resources and ever expanding electronics, it’s no longer acceptable to just discard unused equipment. We need to reuse equipment and parts wherever possible, and recover valuable resources to go back into product supply chains. It’s important to understand how to do this responsibly, and who to work with to accomplish your goals. In this session I will provide some best practices and ideas to get you started down the right path.
Geoffrey Cottrell
James Drohan : Lifespan International Inc.
Biography:
James (Jim) Drohan is an acknowledged authority on IT Asset Disposition (ITAD) services as well as the surplus and refurbished IT marketplace.
Jim is an Economics graduate of Western University and has been active in the North American technology marketplace since 1983 holding senior management positions within the technology leasing, remarketing and remanufacturing industries. Jim was previously; President of CDI Computers, Executive Vice President – IT Xchange, President – Vernon Technology Solutions and Vice President – Greyvest Computer Leasing.
In addition to his role with Lifespan Jim is an active member within the IT community and specifically the secondary, remanufactured and electronic waste industries
Lifespan International, with a proven expertise in IT Asset Disposition spanning over 20 years, is a preferred ITAD partner to global brands, well known corporate entities and government departments. Our innovative approach to data destruction, sanitization, re-marketing, and recycling is recognized by the Gartner Group and certified to the following standards; NAID AAA, R2 – 2013, ISO 14001/9001, OHSAS 18001 as well as being a Microsoft Authorized Refurbisher.
James (Jim) Drohan
James Patrignelli : Liquid Technology
Biography:
James Patrignelli is the Director of Sales, Northeast at Liquid Technology. James works with executives to develop and implement end-of-life IT asset management programs for Fortune 500 companies with a focus on data security and maximizing the return of IT hardware. He has worked in the IT Asset Disposition (ITAD) field since 2005 and has advised IT professionals across the globe. James received a Bachelor of Science in Business Administration and Management Information Systems from the University of Connecticut and studied overseas in Italy for his second degree in International Economics.
Session Title:
Covid’s Impact on Infrastructure and how your ITAD Partner can Help
Session Description:
In the last year, Covid has presented several new challenges for IT departments, from how to secure IT hardware for a remote workforce to adjusting logistics for strict regulations. These issues have driven organizations to create new processes and discover alternative solutions. During the session, Liquid Technology’s Director of Northeast Sales, James Patrignelli, will provide key insights from Liquid Technology’s annual client survey, which showcases the measurable impact of Covid on infrastructure. He will also provide proven solutions ITADs can utilize to solve these challenges.
James Patrignelli
Jeremy Boerger : Boerger Consulting, LLC.
Biography:
Jeremy L. Boerger started his career in Information Technology Asset Management (ITAM) fighting the Y2K Bug at the turn of the 21st Century. Since then, he has helped companies in manufacturing, healthcare, banking, and service industries build and rehabilitate successful hardware and software asset management (SAM) practices. These experiences prompted him to create the Pragmatic ITAM method, which directly addresses and permanently resolves the fundamental flaws in current ITAM and SAM implementations. In 2016 he founded Boerger Consulting, LLC, to better help business leaders and decision-makers fully realize the promises a properly-functioning ITAM and SAM programs can deliver. In 2021, he published “Rethinking Information Technology Asset Management,” which can be found at Amazon, Barnes & Nobel, or wherever you prefer to get your ebooks and trade paperbacks. In his off hours, you will find him at home in Cincinnati, Ohio, with his wife and family.
Session Title:
Trustworthy Data – How to meet and exceed the ISO/IEC 19770-1 requirements
Session Description:
In 2017, the International Organization for Standardization and the International Electrotechnical Commission (ISO/IEC) revamped the 19770-1 best business practices requirements for IT asset management. But they offered no guidance on how to meet the new standards. Jeremy Boerger will walk attendees through Chapter 3 of his book, Rethinking Information Technology Asset Management, which is specifically designed to achieve “Trustworthy Data.”
Learning Objectives:
1. Instruction on the ISO/IEC 19770-1:2017 ITAM best business practices 2. Introduction to the concept of “epistemology” and how it supports the emerging field of data science 3. Strategies on how to leverage #2 to meet the base requirements in #1
Additional Information:
In 2017, the International Organization for Standardization and the International Electrotechnical Commission (ISO/IEC) revamped the 19770-1 best business practices requirements for IT asset management. But they offered no guidance on how to meet the new standards. This presentation will focus solely on how to find, integrate, and measure the trustworthiness of the data discovery coming into a CMDB or Asset MDR in such a way as to meet or exceed the 19770-1 expectations.
Jeremy Boerger
Jim Hart : Huntington Ingalls
Biography:
Jim Hart is the Software Asset Management Team Lead for Huntington Ingalls Industries, a Fortune 400 company. Before entering the SAM world in 2013, Jim held various IT management roles for over 25 years, including LAN Administrator, Desktop Support / Help Desk Team Manager, ITSM ITIL Process expert, and Technology Business Finance Management. Jim has become a leader among SAM Managers, maturing HII’s SAM program from infancy to full optimization mode for On-Prem server licensing environment which includes Oracle, Siemens, Microsoft, IBM, and SAP.
Session Title:
Winner, Winner, Chicken Dinner: 8 Irresistible SAM Savings Strategies
Session Description:
Huntington Ingalls saved over $13M in licensing costs in three short years. How does that happen – and how can you make a similar impact at your organization?
The secret is using real cost savings data to build your ROI business case. By establishing strong relationships with IT, Procurement and Management, you’ll fuel stakeholder buy-in and supercharge results. This session gives you a real-life playbook to:
• Gamify your SAM program goals and plan a long-term optimization roadmap
• Reduce licensing costs across software, servers, and data centers
• Solve technical challenges for Microsoft, Oracle, SAP, Windows, IBM, Linux, FlexLM, and Adobe
Jim Hart
John Shegerian : ERI
Biography:
As co-founder and Chairman/CEO of ERI, John Shegerian has played a significant role in paving the way for the electronic recycling, data protection and ITAD industries as a whole.
Building ERI from the ground up, Shegerian has helped lead the company to its current standing as the largest fully integrated IT and electronics asset disposition provider and cybersecurity-focused hardware destruction company in the United States. Under his stewardship, ERI now has the capacity to process more than a billion pounds of electronic waste annually at its eight certified locations, serving every ZIP Code in the United States.
John Shegerian
Kendall Ficklin : GRINDNATION, LLC
Biography:
Kendall Ficklin launched his entrepreneurial journey after leaving a 10-year career AT&T in the late 90s to open a barbershop in Atlanta, GA. It was during these years that his gift for coaching became abundantly clear. Clients would enter for a haircut and leave with vigor and newfound energy to take massive action in their lives. Kendall’s advice ran the gamut—from business to personal, analytical to emotional. When he’d left corporate, Kendall already knew he had the knowledge and endurance to run a service-oriented company, but he discovered his ability to transform and draw out the best in people.
Kendall is now the founder of a personal and business development community GRINDATION. Kendall is also the creator and facilitator of B.O.S.C. (The Business of Speaking and Coaching Training Program) where he serves as a sales coach, leadership instructor and motivational speaker.
His work has touched the lives of thousands of people, from professional athletes to hedge fund managers to students all over the country. Kendall is a self-taught, self-made businessman whose knack for sales and leadership has earned him the honor of serving major clients such as the NFL, Chicago Bears, Buffalo Bills, Delta, Home Depot, WNBA, Arby’s, Honey Baked Ham, Carrabba’s Italian Grill, and PepsiCo.
From the barbershop to the boardroom, there one thing remains consistent about Kendall: he excels at coaching. He is committed to motivating others to reach peak performance. His businesses: GRINDATION and B.O.S.C. are the perfect solution for companies and individuals looking for leadership development, corporate training and ways to boost sales beyond belief.
Kendall Ficklin
Kyle Marks : Retire-IT
Biography:
Kyle is an ITAD enthusiast and CEO of Retire-IT, an independent consulting firm specializing in Zero-Trust, vendor-neutral ITAD management. Over the past 17 years, Kyle has managed more than 10,000 disposal projects. Kyle served Arrow Electronics as President of US Micro. Ages ago, Kyle was an executive with WEGO Systems, a consultant with Bain & Company, and a marketing manager with Maybelline L’Oréal. Kyle has a degree in Economics from Rhodes College and an MBA from Harvard Business School. Kyle is also an IAITAM CHAMP and proud father of two wonderfully inexhaustible kids.
Session Title:
How ITAM Benefits from the Zero-Trust Movement
Session Description:
Trust is a luxury today’s organizations can’t afford. That’s exactly why the Zero-Trust security model has gained acceptance as the go-to framework for enterprise security. But Zero-Trust isn’t just effective in combating cyber threats — it should also be the cornerstone of an effective IT asset disposition strategy. Learn how IT asset management can benefit by taking a page from security’s playbook.
Kyle Marks
Leslie June : Cask NX
Biography:
Leslie has been delivering strategic business process consulting services for over 25 years, the past 15 years in the ITAM/SAM/CMDB space. Leslie works with companies from all sectors, those just getting their feet wet with ITAM as well as mature ITAM organizations facing change. Leslie applies her unique blend of analytical talent and business acumen to define creative solutions that work in her clients’ real-world environment to maximize business value, minimize cost, and ensure policy compliance.
Leslie is CSAM, CHAMP, and ITIL v3 Foundations certified, with MS in Computer Science and BA in Mathematics Education from Michigan State University.
Leslie June
Marc Farmen : ServiceNow
Biography:
Senior Director level professional, focused on IT Asset management. I have worked in ITAM for 15+ years. Current and relevant subject matter expert in software asset management, hardware asset management, infrastructure management, virtualization, and cloud computing. Currently responsible for West Coast Enterprise Accounts – ServiceNow ITAM Consulting.
Session Title:
Apples (Licenses Entitlements) & Oranges (Inventory Data) of Software Asset Management. Normalization and compliance positions.
Session Description:
This session covers three key sources of software entitlement sources. What you think you own, what your reseller thinks you own, what the publishers knows you own. We will review the sources, data gathered, and entitlement and contract best practices. We will also discuss common inventory sources and the normalization that binds the two together.
Learning Objectives:
This session will focus on post pandemic software asset management basics.
The topics will include: • IT Asset Management overview • Why should you care about SAM? • Proper licenses entitlement sources • Options for software inventory and discovery techniques. • SAM Complete Lifecycle • Cloud SaaS Subscriptions and Optimization From this presentation you should have a good grasp on software asset management basics and techniques for success.
Additional Information:
The topics covered in this session are meant to review best practice around an overall well-rounded software asset management practice. Cloud inventory and optimization will also be a focus.
Marc Farmen
Mari Peterson : 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. An experienced industry veteran, Mari specializes in understanding customer needs in order to deliver the most complete solutions at the highest value.
Mari is passionate about finding the right balance of people, processes, and technologies to help clients ensure they will be successful with their ITAM programs. 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:
– 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 Peterson
Matt Harris : US Cloud
Biography:
US Cloud President Matt Harris joined the company in 2018 to help US Cloud provide “fanatical Microsoft Support” for less. Since then, US Cloud has grown exponentially, made the Inc 5000 list each year, and has added over 300 new Microsoft Support clients globally including numerous Fortune 500’s. In addition to Matt’s work at US Cloud, he brings two decades of leadership within tech services, SaaS, and fintech with senior executive roles at American Express, Ungerboeck Software International, and BuildPay. Matt earned his MBA from Washington University’s Olin School of Business.
Session Title:
Microsoft Support Contracts – New Cost Reduction and Avoidance Opportunity
Session Description:
Drastic price hikes for Microsoft Support have crushed IT budgets over the last two years. But now viable third-party options do exist, with typical savings of 30%-50% or more. This session will lay out how to take advantage of this new secondary market to drastically lower IT support costs.
Topics include:
Overview of the current landscape for Microsoft Premier & Unified Support
Explaining the primary options in the market today
Pro’s and con’s of provider types
In-depth question sets to help validate potential partners or for MSFT negotiations
Case studies of companies that have made the switch to third-party support
Matt Harris
Michael Corey : LicenseFortress
Biography:
Dr. Michael Corey (Co-Founder of LICENSEFORTRESS®) – Michael is a frequent speaker at technology and business conferences throughout the world from Australia to Brazil. In 2015 and 2017, was recognized as #42 of the top 100 most influential people in the cloud industry. Michael is a recognized Oracle ACE, a recognized VMware vExpert, a former Microsoft Data Platform MVP. Michael is the original Oracle press author and his newest book is Virtualizing SQL Server with VMware: Doing IT Right from VMware Press. Michael is a regular columnist Big Data Quarterly magazine.
Session Title:
Database Licensing, Pitfalls, and the new Oracle Audit Playbook
Session Description:
As software infrastructure is stretched between on-premise, public clouds, and hybrid clouds, keeping software in compliance is a significant challenge. Sorting through all the FUD and getting straight answers from vendors on the proper way to license software in this complicated world is not easy. This presentation will discuss current Software License trends, the difference between Oracle policy and your contractual obligations, Licensing Oracle on a virtualized environment, and licensing best practices. We will discuss current trends in how Oracle License Management Services conducts audits. Lesson learned will apply to all major software vendors from Microsoft to SAP
Learning Objectives:
Current Software Licensing Trends Common Database Licensing Pitfalls Common Reasons People Overpay for their Database Licensing Recent Trends in the Oracle License Management Services (LMS) audit Playbook
Michael Corey
Michael Swanson : ISAM
Biography:
Mr. Swanson founded ISAM in 1996 and led it to become an industry leader in Software Asset Management having managed over USD $15 billion dollars in software costs across 1000 companies worldwide. Michael’s team at ISAM has played an integral role in the SAM industry for 25 years by: negotiated many of the first software ELAs in the industry and ELAs for the largest customers of the largest software vendors; and the first outside consulting company brought in by a major software vendor to assist companies on audits. Clients globally have utilized ISAM’s GreenBook® and expertise to reduce their software expenses by over one billion dollars.
Session Title:
5 Essential Principles to Building Best in Class SAM
Session Description:
Building a successful Software Asset Management program is like climbing a mountain; mountains and IT environments differ, but best practices are the same. Many SAM teams stumble and don’t reach their goals. Some organizations outsource their SAM to increase their SAM success. There are five essential principles to building best in class SAM that can be learned from mountain hiking. What are they? This session will draw on 25 years of experience building best in class SAM programs across hundreds of companies.
Michael Swanson
Patrick Graff : Microsoft
Biography:
Patrick Graff is a Senior Service Engineer and leads the internal Software Asset Management and Governance program at Microsoft. He has worked at Microsoft for over 26 years, driving many successful programs. He plays a key role in the end-to-end management of onboarding and management both repository for first-Party and more importantly non-Microsoft solutions that help drive the Microsoft digital business. For the past 16 years, he has been building and managing the Software Asset Management program and service called Software Licensing Service. A core component of this program has been the creation of procurement processes, policies, and technology requirements to successfully manage the optimization and risk mitigation of both on-premises and cloud-based using both Microsoft and partner technology.
Session Title:
Power-Up your SAM program using the best practices and cloud-based solutions
Session Description:
Through the years, our journey keeps changing with new challenges and ways we’ve looked at the right balance of processes, technology and resources to manage our internal program. We manage over 2000 supplier’s solutions internally at Microsoft. How do we do it? How do you even think about mitigating risk? Simply put, We’ve Powered-Up our program! What do we mean by that? Microsoft takes a strong approach in mitigating risk in their own Software licensing needs, consumption, accessibility, and most important security. Our 0 Trust initiative is key to keeping our license use, network, and our data secured. Hackers are getting smarter and targeting supply chain to find vulnerabilities in getting access to you and your customers data. I can show you how to make your SAM program a very important part in mitigating risk and keeping track of your software assets. This session will provide you best practices on management of the end to end lifecycle of your software assets. I will talk about how to use internal tools that you may already have, leveraging the cloud, and building a 0 Trust governance process. We will talk about how to drive policies. All these combined has a ROI and a huge impact on the Software Lifecycle Management of both on-premises solutions and Cloud base SaaS solutions. IT organizations has transformed to a digital organization, driving the employee experience and digital business needs. How can you turn the key and Power-Up your program?
Patrick (Goose) Graff
Patty McKenzie : SERI - R2
Biography:
Patty educates businesses and policy makers about secure remarketing and disposition of retired IT assets and electronic equipment, and the important role R2 Certification can play in establishing best practices and accountability throughout the chain of custody for decommissioned electronics. SERI is the non-profit developer and oversight body for the R2 Certification Program and champions other global programs and initiatives that work to achieve secure and sustainable management of electronics throughout the reuse and recycling lifecycle of electronic equipment.
Patty McKenzie
Paul Burck : Orion Registrar, Inc.
Biography:
Paul Burck has over 25 years of experience in quality and environmental management systems and is responsible for the founding and operation of Orion Registrar, Inc., an International Registrar with partners and associates located throughout the USA and the world. He is also the Orion Registrar Program Manager for R2, e-Stewards, RIOS, ISO 9001, ISO 14001, OHSAS 18001, ISO 45001, and many other standards. Paul has been the President of Orion for over 20 years and has performed more than 300 Third Party Audits and 200 Second and First Party Audits throughout the world. He has designed and presented numerous auditor and certification training classes and presentations for internal and public use. Paul resides in Arvada, Colorado and enjoys spending time with his family.
Session Title:
Why and Which Standard(s) to be Certified?
Session Description:
The session will discuss the logic and reason to be certified to a Standard. Also the session will specifically discuss the ISO 27001, ISO 9001, ISO 14001, ISO 45001, R2, e-Stewards, DOD CMMC the pro and cons of the application and certification of the standards to an ITAM type company.
Paul Burck
Renee Lottes : Accenture
Biography:
Renee Cordova Lottes, Senior Manager in CIO at Accenture, is in the Digital Worker technology tower within Global IT which provides tools, solutions and capabilities that ultimately serves the employee as the end customer. Currently, her focus is on programs using the ServiceNow platform.
For the past 15 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:
Our Journey from Unmanaged to Operational Integration
Session Description:
See our journey through the SAM maturity model from unmanaged to Operational Integration. We will share best practices, pitfalls to avoid and answer all questions about our journey.
Renee Lottes
Rike Sandlin : Rivervista Partners
Biography:
Rike advises organizations across the IT and Recycling industries on Operational Excellence – the business strategies, go-to-market plans, processing best practices, sustainability initiatives, ESG, and continuous improvement.
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 Committee.
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:
The Top Five “New” Requirements for Enterprise-class ITAD
Session Description:
For many years, the fundamental ITAD services for enterprises have remained pretty much the same. But new shifts in society, in industry, and in federal & state laws will force enterprises to require more. In this session, you’ll learn the top five things you may not have added to your program – and how to close those gaps.
Rike Sandlin
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. 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.
Scott Bickley
Sreenevas Subramaniam : ServiceNow
Biography:
Sree Subramaniam is the Director of Product Management for ServiceNow. Sree has 16+ years of experience in the CMDB/Discovery/ITAM space and with a demonstrated track record of envisioning, building, and launching new innovative products with ServiceNow. Prior to ServiceNow, Sree worked as product manager with HP and also lead the ITSM/CMDB and ITAM teams with Walmart.
Session Title:
Platform-Thinking Approach to solve challenges in Software Asset Management
Session Description:
A winning technology strategy in today’s economy requires one of two things: disruption and innovation. ServiceNow has positioned itself to take advantage of both with its platform-first approach, while also maintaining its core vision. Learn how Discovery and ServiceNow Multi-source CMDB with service graph connectors is a key enabler for driving effective SAM outcomes. In this session, learn the best practices to deploy the ServiceNow Discovery solution. The session will cover “Whats new with ServiceNow Discovery”, Agent Client Collector, Cloud and Container Discovery capabilities, BYOL, Oracle GLAS Certified solution and many more. Dont miss it.
Sreenevas Subramaniam
Stephanie Baerenwald: SKYGEN USA
Biography:
Stephanie Baerenwald is currently the IT Asset Manager for SKYGEN USA, a software development company in the healthcare space, located in Mequon, WI. She has spent the last 14 years focused on asset management disciplines, from small businesses to global businesses, with more than 20 years in various technology support roles. In 2019, she launched her own consulting company, The ITAM Guru. The ITAM Guru’s mission is to help others create successful ITAM programs where asset management has not been a traditional team.
She has a Bachelor’s of Business Administration degree with an emphasis in Management Information Systems from UW Milwaukee, as well as several certifications from the International Association of IT Asset Managers (IAITAM): Certified Asset Management Professional (CAMP), Certified IT Asset Manager (CITAM), and Certified Asset Management Security Expert (CAMSE).
Session Title:
ITAM’ing in a Small/Medium Business
Session Description:
Do you ITAM in a small to medium sized business? This is the session for you to come air your struggles, your worries, and to talk with someone else who started with no budget, no SAM records, and no resources. This session is for an ITAM’er in a small to medium sized business who wants to chat with others that have to wear multiple hats. In a small business, the ITAM “team” may only be one person left to fight for ITAM rights alone…this session will include advice on leadership buy in, aligning with cybersecurity, marketing ITAM’s purpose, and building the best damn ITAM program possible! Stop by and let’s have an open chat!
Stephanie Baerenwald
Stu Metzler : Computers for Refugees
Biography:
Stu Metzler does Business Development for Techno Rescue and is happy to be back at IAITAM! With a degree and background in social work, almost twenty years in the IT industry, and as a co-founder of Computers for Refugees, his unique skills and love of others help him connect people, resources, and organizations. He hails from Lancaster, PA, and has a family with four young children who share his energy and a very patient spouse. He also serves with several non-profit organizations. Hopefully, he will get a chance to meet many of you to share ideas.
Stu Metzler
Yvette Mathews : ITS Partners
Biography:
Yvette Mathews is the Vice President of Services at ITS Partners. Yvette joined ITS as a consultant in 2014 and has worked in multiple business facets to drive improvements in product line expertise and service delivery quality. As V.P. of Services, Yvette is responsible for maintaining the project delivery’s profitability while improving delivery efficiencies and maintaining high-quality standards.
Yvette has over 20 years of experience in I.T., focusing on Service, Asset, and Configuration Management. Holding practitioner certifications from the International Association of Information Technology Asset Managers (IAITAM), she is also a certified trainer. Yvette is a sought-after industry expert with high standing in the ServiceNow ITAM community. Yvette frequently speaks in the I.T. Asset Management industry hosting webcasts and in-person events, both in private and public industry conferences.
Session Title:
Asset Management and Vulnerability Response : A synergistic relationship
Session Description:
Learning about the symbiotic partnership with ITAM helping Information Security, and Information Security helping ITAM. Leveraging alternative sources of data to enrich and increase the trust and visibility into your ITAM data.
Yvette Matthews
IAITAM is proud to support these industry professionals and leaders as they push ITAM forward!
Each speaker is provided a 60 minute presentation time slot to share their expertise through real world experiences, case studies, and the best techniques in the IT Asset Management industry.