Events

Independent events from The ITAM Review.

ITAM Review Annual Conference 2019 – US

  • 13th & 14th March 2019
  • University of South Florida, University Student Center

Next Generation ITAM The ITAM Review returns with our third US annual conference on March 13th & 14th 2019 at the University of South Florida, St. Petersburg (USFSP) with a...

Wednesday 13 March 2019

About this event

Next Generation ITAM

The ITAM Review returns with our third US annual conference on March 13th & 14th 2019 at the University of South Florida, St. Petersburg (USFSP) with a focus on enabling the next generation of ITAM departments.

We’ve witnessed the ascendancy of the ITAM profession in the last two decades as it has progressed from a predominantly record keeping function, to a strategic advisory role. In a business world increasingly underpinned by IT, ITAM will be integral to all future technical design and project decision-making.

Attend this event to discover how next generation ITAM professionals can manage IT asset portfolios more strategically in order to serve the interests of the whole company, not just IT. We will examine how they can deliver beyond compliance, ensuring efficient IT spend and smarter decision making across the whole business.

Our expert speakers will be discussing topics including:

  • Datacenter Governance – Aligning ITAM with Change Control and the Project Management Office and Technical Design
  • Asset Economics – Forecasting asset usage, Managing ITAM as a profit centre, mastery of cost savings and cost avoidance, Mergers, Acquisitions and Divestures, Cloud cost optimization
  • Organizational Change and making ITAM stick, ITAM awareness training, ITAM as a C-Level priority
  • How ITAM can assist Cyber Security and GDPR
  • HAM (Hardware Asset Management) Best Practice – Inventory accuracy, virtual, physical, datacenter assets, embracing non-IT networked assets and the Internet of Things
  • Hardware Disposal Best Practice – Secure, Practical, Environmentally friendly & cost effective

We’re offering delegates two packed days of plenary and workshop sessions from the world’s leading ITAM speakers; ITAM Practitioners, ITAM Review Excellence Award Winners, ITAM Experts, Licensing Experts, Legal Counsel and Vendors.

The mixture of real life experience, ITAM theory and best practice, alongside opportunities to network with, and learn from, peers will provide delegates with another unmissable 2-day event.

Price

Early bird rate (valid until January 18th 2019): $325 per person

Full price rate: $475 per person

More than 3 delegates? Contact us to discuss group booking discounts.

 


Licensing Training Courses


Attend our new 1-day US Microsoft Licensing Training Course the day prior to the conference
 – click here for details and bundle ticket price (limited places available).

or

Attend our new 1-day US Oracle Licensing Training Course the day prior to the conference – click here for details and bundle ticket price (limited places available).

or

Attend our new 1-day US VMWare Licensing Training Course the day prior to the conference – click here for details and bundle ticket price (limited places available).

You can view our full events terms & conditions here.

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Images from the US 2017 Conference


Click here
 to view the 2017 US Conference Video

Who should attend

  • Senior IT Decision Makers
  • IT Asset Managers
  • Software Asset Managers
  • Software Licensing Specialists
  • IT Procurement Professionals

Agenda

Full agenda details will be confirmed in due course.

Day 1

TIME

ACTIVITY

08:30 – 09:00

Registration

09:00 – 09:10

Welcome & Open: Martin Thompson – The ITAM Review

09:10 – 10:10

Vendor Pitches

10.15 – 10.45

End user speed dating

10.45 – 11.15

ITAM in 2023: where is your role heading?: Martin Thompson, The ITAM Review

11.15 – 11.45

Refreshment Break

WORKSHOP STREAMS

 BEGINNERS  ADVANCED

AUDIT DEFENCE & CONTRACT NEGOTIATIONS

11.45 – 12.45

What you need to think about when implementing Microsoft Azure or Amazon AWS:
Rich Gibbons, The ITAM Review
All change – Aligning SAM with your Data Centre Change Processes: Barry Pilling, Cortex Consulting

Boost up your Oracle Audit Defence:

Richard Spithoven,
b.lay

12.45 – 13.45

Lunch

13.45 – 14.45

Making ITAM Stick – a blueprint for organizational change:
David Fryklund,
ERCOT
How to be a SaaS Manager – tools, people & processes to get you a slice of $300m cost savings:
AJ Witt, The ITAM Review

Topic TBC:
End User Speaker TBC

14.50 – 15.50

 

 

Mastery of Cost Savings & Cost Avoidance:
End user Speaker TBC

 ISO 19770 – How it’s changed and how it can benefit your business:

Rory Canavan, SAM Charter

 

Topic TBC:
End User Speaker TBC

15.50 – 16.10

Refreshment Break

16.10 – 16.50

Our Microsoft EA renewal journey: Doug Rabold, CPS Energy

16.50 – 17.20

Diversity Panel Session: End User Speakers TBC
17.20 – 17.30

Closing Remarks: Martin Thompson, The ITAM Review

17.30 – 19:00

Networking Reception

Day 2

09.00 – 09.30 Registration
09.30 – 09.45 Welcome & Open:
Martin Thompson, The ITAM Review
09.45 – 10.15 Round Tables – Case Study
10.15 – 11.00  How BT delivered 22% cost savings
through Converged Transformation:
Matt Turner, ITAM Insights
11.00 – 11.20 Refreshment Break
11.20 – 12:00 When is Automation too much?:
Anne Watson, NBCUniversal
 WORKSHOP STREAMS HAM BEST PRACTICE ADVANCED TECHNICAL
12:00 – 13:00 Building trust, reputation and budget with ITAM accuracy:
Martin Thompson,
The ITAM Review
How to engage your IT Security Team & fund your SAM programme:
AJ Witt,
The ITAM Review
Mid-range platforms: IBM, Oracle & HP:
Barry Pilling,
Cortex Consulting
13:00 – 14:00 Lunch
14.00 – 15.00 Don’t let retired IT assets become a liability:
Patty Osterberg,
SERI
Stories that shook the (ITAM) world in 2018:
Rich Gibbons,
The ITAM Review
Topic TBC:
End User Speaker TBC
15.00 – 15.45 The $250BN annual software support and maintenance market needs more scrutiny, Campaign for Clear Licensing research findings & best practices:
Martin Thompson, The ITAM Review
15:45 – 15:55  Closing Remarks:
Martin Thompson, The ITAM Review

Speakers

Full speaker details will be confirmed shortly.

If you would be interested in speaking at this event, please contact us.

Plenary speakers

  • Martin Thompson

    Martin Thompson

    Owner & Founder - The ITAM Review

    Martin Thompson

    Owner & Founder - The ITAM Review

    Martin is owner and founder of The ITAM Review, an online resource and community for worldwide ITAM professionals.

    Martin is an independent ITAM consultant for organizations seeking independent guidance on ITAM strategy or ITAM tool selection. Martin also reviews tools, technology and services in the ITAM market. On a voluntary basis Martin is the Chief Agitator at the Campaign for Clear Licensing, a contributor to ISO WG21 which develops the SAM International Standard ISO/IEC 19770 and board member of Free ICT Europe which supports the ICT secondary market.

    Day One Plenary: ITAM in 2023: where is your role is heading?

    In a business world increasingly underpinned by IT, how will the ITAM role evolve to embrace the challenges ahead?

    This opening keynote will discuss the results of a community survey assessing the future of ITAM and how the role will evolve over the next five years. Innovation and the use of technology is changing rapidly – But what skills will we need, what will the ITAM department look like and what changes will we face?

    Day Two Plenary: Building trust, reputation and budget with ITAM accuracy

    In this session, Martin Thompson, founder and analyst at The ITAM Review, will explore seven major areas of consideration for building a solid Hardware Asset Management Practice in 2018 based on feedback from ITAM Review readers.

    Day Two Plenary: The $250BN annual software support and maintenance market needs more scrutiny, a strategic opportunity for ITAM

    In this closing keynote session, Martin Thompson will share recent findings from a survey with the Campaign for Clear Licensing on the software support and maintenance market. This session will cover the key factors affecting the renewal process in 2018, challenges in the software and support market and best practice for optimising the renewal process.
  • Rich Gibbons

    Rich Gibbons

    Microsoft Licensing Analyst - The ITAM Review

    Rich Gibbons

    Microsoft Licensing Analyst - The ITAM Review

    Rich joined The ITAM Review in March 2017, having almost 14 years’ experience in the world of IT and software licensing, having been both a software sales manager for a VAR and a Microsoft licensing endorsed trainer.

    Day One Workshop: What you need to think about when implementing Microsoft Azure or Amazon AWS

    Corporate cloud control can cause consternation. Join me for a workshop discussion where we’ll talk about some of the issues Cloud presents, what you need to think about as part of your Cloud strategy, and how to reduce costs.

    Day Two Workshop: Stories that shook the (ITAM) world in 2018

    Join Rich for a look at some of the biggest, most interesting, and most relevant stories from this past year.

    This interactive session will cover licensing, audits, lawsuits, government investigations (and more) and feature vendors including Microsoft, Oracle, and SAP – all to help give you a view of what’s happening globally in our industry, and how it might impact you and your organisation.

  • Anne Watson

    Anne Watson

    Manager, Software Governance - NBCUniversal

    Anne Watson

    Manager, Software Governance - NBCUniversal

    Anne Watson, CITAM

    Anne began tracking software early in her career out of sheer necessity.  Since then, she’s never escaped that path, having served in the capacity of IT Asset Manager, Altiris implementation/Best Practices Consultant, Flexera Software Optimization Sr. Consultant, and is presently the Manager of Software Governance at NBCUniversal.

    Anne is as passionate about her work life as she is of her personal life.  She lives in Southern California with her husband and 2 cats.  Much of their time spent is renovating an A-Frame they recently purchased.  Her hobbies include yoga, paddle boarding, horseback riding and reading.

    Day Two Plenary: When is Automation too much?

    As SaaS, PaaS and IaaS have presented ITAMs with new challenges, demand for automation has also increased.  LOEs to incorporate consumption from software portals into existing SAM tools are on the rise, whether it is hooking into Publisher APIs or importing data through spreadsheets.  Without the proper processes and checkpoints in place, compliance can get out of hand quite quickly and unchecked data can lead to overconsumption.  When is automation too much and how do you ensure that the work you are saving yourself through automation is not leading to miscalculations from a lack of process?

  • Doug Rabold

    Doug Rabold

    Manager EIT Service Delivery - CPS Energy

    Doug Rabold

    Manager EIT Service Delivery - CPS Energy

    Doug Rabold is Manager of IT Service Delivery at CPS Energy.  In that capacity his team of ten is responsible for thirteen different ITIL processes including Change Management, Problem Management, Configuration Management, Knowledge Management, IT Asset Management, IT Procurement and Telecom Expense Management.  

    Doug successfully transitioned from a sales career to IT Operations in 2009. He is an experienced public speaker, having presented at the HDI Conference, the HDI Leadership Summit, the AOTMP Vendor Edge Conference, the itSMF FUSION Conference and various Cherwell User Group meetings.  He is scheduled to be a moderator at the SAMS USA Summit and a speaker at the IBSMA SAMSummit.  As a lifelong learner Doug attended the University of Illinois and holds certifications in ITIL Foundations, HDI Problem Management, HDI Technical Support Professional, HDI Support Center Manager, Knowledge Centered Support Principles and Lean Six Sigma Yellow Belt.

    Doug has served on the HDI San Antonio Chapter Board for three years, currently as chapter President. He is also currently serving on the Cherwell Customer Advisory Board.  Doug was named the 2018 HDI Manager of the Year People’s Choice Award winner, which signifies peer acknowledgement honoring a service and support manager who has excelled at supporting any or all IT services within their organization. 

    Doug is a self-professed “process guy” while being a committed servant leader.  He is most proud of his ability to grown and develop talent at the individual and the team level.  If you have a few minutes, ask Doug about the one thing he is most proud of in his career…

    Day One Plenary: Session details will be confirmed shortly.

  • Matt Turner

    Matt Turner

    Founder & Director, ITAM Insights

    Matt Turner

    Founder & Director, ITAM Insights

    Matt is IT transformation professional with a passion of challenging and reducing spend by applying a technical lens to the opportunity.  Until recently he managed BT Group Software Asset spend, which he utilised his technical understanding to drive significant cost savings across the organisation, using an unique approach to drive out waste and to challenge the business norms.
    Following sharing his story at the ITAM review UK conference and receiving some positive feedback he decided to start his own consultancy focussing on his proactive approach to transforming ITAM spend and is now enjoying sharing his knowledge and experiences with other organisations.

    Day 2 plenary: How BT delivered 21% cost savings through Converged Transformation

    In this session Matt Turner, Software Transformation at BT, will share how BT explored a new approach to SAM, working at a strategic level to engage with architecture and design teams to build a 10-year technical roadmap. Their approach to software management has provided a proactive, strategic view of software consumption and forecasted use, rather than the traditional reactive firefighting seen in many SAM departments.

Workshop speakers

  • Richard Spithoven

    Richard Spithoven

    Managing Partner & Director - B-lay

    Richard Spithoven

    Managing Partner & Director - B-lay

    Richard Spithoven is one of the managing partners at B-lay. Richard brings more than thirteen years of relevant license management experience to his role having previously served as regional director of compliance at Oracle. Richard uses his knowledge of enterprise software vendors (such as Oracle, SAP, IBM and Microsoft) to educate, equip and enable software end users in their challenges regarding proper software license management. Richard holds a master’s degree in IT, from the University of Amsterdam in the Netherlands.

    Day One Workshop: Boost up your Oracle audit defence

    Oracle’s practice of software license audits to drive revenue is well-documented. As companies continue to report an increase in frequency of these audits that often result in huge audit fees, companies are feeling pressured to adopt Oracle’s cloud products in lieu of payment to fulfill audit requirements. Knowing how to effectively navigate the Oracle audit process is key to coming out on top. Join this session to find out what you need to know to effectively navigate the Oracle audit process. We will cover do’s and don’ts during an Oracle audit and will provide tips to manage the complexity of your Oracle licenses to prevent common compliance issues. In addition, learn more on how you can really start cutting costs on your constantly increasing support maintenance fees.

    Key topics:

    –          Navigating the Oracle audit process

    –          Common compliance issues

    –          How to reduce audit risk

    –          License management tips

    –          Strategies for controlling and optimizing costs

  • Rory Canavan

    Rory Canavan

    Owner & Founder - SAM Charter

    Rory Canavan

    Owner & Founder - SAM Charter

    Rory is owner & founder of SAM Charter. With a technical background in business and systems analysis, Rory has a wide range of first-hand experience advising numerous companies and organisations on the best practices and principles pertaining to software asset management. This experience has been gained in both military and civil organisations, including the Royal Navy, Compaq, HP, the Federation Against Software Theft (FAST) and several software vendors. Rory was recently appointed as the Director of Research & Development for ITAMOrg.

    Day One Workshop: ISO 19770 – How it’s changed and how it can benefit your business

    Rory Canavan will take you through the paradigm shift in approach to SAM that has resulted in this substantial re-write of the ITAM Process Standard. Specific points raised will include:

    • The Departure from Service Management
    • The inclusion of a formal Management System Structure
    • Where have all the processes gone?!
  • AJ Witt

    AJ Witt

    ITAM Industry Analyst - The ITAM Review

    AJ Witt

    ITAM Industry Analyst - The ITAM Review

    AJ Witt is ITAM Industry Analyst at The ITAM Review. Previous to joining the ITAM Review team in April 2018, he was Software Asset Manager for Carnival UK, operators of the P&O & Cunard cruise lines. Coming from a background in IT Infrastructure technical operations IT Security & Compliance, AJ is well-placed to share his experience of how dynamic SAM teams can build mutually-beneficial stakeholder engagement. AJ lives close to the New Forest National Park and enjoys cycling when his son isn’t keeping him busy with music, astronomy, and art projects.

    Day One Workshop: How to be a SaaS Manager – tools, people, and processes to get you a slice of $300m cost savings

    This session will set out the tools, people, and processes required for effective SaaS Management. How should you address the challenge of 37% subscription wastage and deliver savings for your organisation.

    Come along to hear about the roles & processes needed to do this, a technical deep-dive of tool requirements, and an overview of tool vendors in this innovative rapidly-evolving market.

    Day Two Workshop: How to engage your IT Security Team and fund your SAM program

    Dynamic ITAM teams deliver greatest value when engaged closely with stakeholders. Increasing regulatory and compliance demands mean that IT Security & Compliance teams need the insights that a SAM team can provide. This session will outline how you can help your IT Security teams deliver and in doing so recruit them as a valuable ally in delivering your SAM programme.
  • David Fryklund

    David Fryklund

    IT Asset Manager Lead - Electric Reliability Council of Texas (ERCOT)

    David Fryklund

    IT Asset Manager Lead - Electric Reliability Council of Texas (ERCOT)

    David is currently the IT Asset Manager Lead for the Electric Reliability Council of Texas (ERCOT), functioning as both a licensing specialist and software asset manager for the past seven years. ERCOT’s role is to maintain a reliable electric system for nearly 24 million Texans. Prior to ERCOT, David was an Area Asset Manager for EY (one of the “Big Four” accounting firms), managing hardware assets for over a decade. David lives in Austin, TX and enjoys a number of outdoor activities and various motorsports, and struggling to hang with his teenage son at the gym.

    Day One Workshop: Making ITAM Stick – a blueprint for organizational change

    For many organizations, the biggest challenge for IT Asset Management is not deploying a tool or even demonstrating the potential benefits of ITAM, it’s about implementing organisational change and – even more importantly – making those changes stick so the full benefits of ITAM are realized over the long term. 

    In this interactive workshop major topics will include: 

    • Building momentum for ITAM
    • Understanding resistance to change
    • Delivering a management system to make sure change “sticks”

    Please bring your common issues and suggestions to this interactive workshop. This session will repeated in the UK, Sydney and Florida to form part of a global study. Any topics discussed will be strictly within the Chatham House rule.

     

  • Barry Pilling

    Barry Pilling

    Independent Consultant, Cortex Consulting

    Barry Pilling

    Independent Consultant, Cortex Consulting

    Barry is an independent consultant who has worked across a huge range of industry sectors with some major clients.  He specialises in data centre and infrastructure licensing and processes across all platforms, and is a firm believer in managing infrastructure change in the right way.  He has a proven track record of identifying cost savings and avoiding compliance issues with all his clients.  He is a member of the BSI ITAM committee, a contributor to the Campaign for Clear Licensing, and can often be found trying to help people on the ITAM Review forum.

    Day One Workshop: All Change – Aligning SAM with your Data Centre Change Processes

    Organisations frequently have workable processes in place across their desktop estate, but many are still relatively immature when it comes to the data centre.  This interactive workshop will get you thinking about how you manage changes across your infrastructure, and what you can do to improve it.  The workshop will cover project-initiated and BAU-driven change control.  Key topics will be:

    • Implementing SAM in the project space
    • Understanding new requirements
    • Ensuring purchase value
    • Interaction with change control
    • Integrating with existing processes
  • Patty Osterberg

    Patty Osterberg

    Director of Education and Outreach, SERI (Sustainable Electronics Recycling International)

    Patty Osterberg

    Director of Education and Outreach, SERI (Sustainable Electronics Recycling International)

    Patty Osterberg is the Director of Education and Outreach for SERI, the nonprofit oversight body for the R2 Certification Program.  Patty educates businesses, government agencies, ITAD providers and others in the reuse/recycling chain about best practices for managing used electronics.  Prior to joining SERI, she was a communications consultant, helping small and mid-sized firms more effectively reach their target audiences.

    Don’t let retired IT assets become a liability

    Your legal obligations for responsible management of your retired IT assets does not end when the equipment leaves your door.  Data security and environmentally responsible management of your equipment must be managed throughout the reuse and recycling chain.   Many companies auction or sell retired IT equipment to the highest bidder without adequately addressing the risks that these opportunities present. Requiring R2 certification of ITAD providers can be a powerful and effective due diligence tool for IT asset managers.

Why you should attend

  • Discover how next generation ITAM professionals can manage IT asset portfolios more strategically in order to serve the IT asset interests of the whole company, not just IT
  • Learn how to deliver way beyond compliance, ensuring efficient IT spend and smarter decision making across the whole business
  • Find out more about:
  • Datacenter Governance – Aligning ITAM with Change Control and the Project Management Office and Technical Design
  • Asset Economics – Forecasting asset usage, Managing ITAM as a profit centre, mastery of cost savings and cost avoidance, Mergers, Acquisitions and Divestures, Cloud cost optimization
  • Organizational Change and making ITAM stick, ITAM awareness training, ITAM as a C-Level priority
  • How ITAM can assist Cyber Security and GDPR
  • HAM (Hardware Asset Management) Best Practice – Inventory accuracy, virtual, physical, datacenter assets, embracing non-IT networked assets and the Internet of Things
  • Hardware Disposal Best Practice – Secure, Practical, Environmentally friendly & cost effective
  • 2 packed days from the world’s leading ITAM speakers; ITAM Practitioners, ITAM Review Excellence Award Winners, ITAM Experts, Licensing Experts, Legal Counsel and Vendors
  • Opportunities to network with and learn from peers

Sponsors

To discuss sponsorship opportunities for this event, please contact us

Gold Sponsors

 

Silver Sponsors

 

 

 

 

Lanyard Sponsor

#todo Big ol map

Directions

University of South Florida, University Student Center
200 6th Ave South
St. Petersburg, FL 33701

Website: http://www.usfsp.edu/visit/

Phone: 727-873-5188

Hotel infomation

Hampton Inn & Suites Downtown St. Petersburg

There will be a discounted rate available for our conference delegates at this hotel, which will be confirmed soon. The rate includes complimentary breakfast and wifi.  Valet parking is available onsite at $16 per day.

There are two ways attendees can make reservations:

  1. Call the hotel directly at 727-892-9900 and ask for the University of South Florida rate.
  2. Book online at http://www.stpetersburgdowntown.hamptoninn.com/ and use the USF corporate account number in the special rate codes section.  The corporate account number is 0560025385.

More details of local hotels and special discounted rates will be confirmed soon.


Car Parking: 

The rate for parking is $5 per day.  Guests will be able to park in floors 2-5 of the parking deck in the only parking garage on campus, which is just opposite the University Student Center. Attendees can purchase their own parking at an automated kiosk in the parking deck, right outside the only set of elevators in the deck.


Things to do in the local area:

Testimonials and reviews

Some 2017 US conference delegate feedback:

  • ‘For the second year in a row, great job on the conference. Content, delivery and networking opportunities were all valuable and I’m looking forward to the 2018 conference!’
  • ‘I found this event inspiring & educational’                                                
  • ‘Excellent conference and venue. Thank you for all the hard work. Great Team!’
  • ‘Excellent, I really enjoyed the presentations’                                                  
  • ‘This event was really well organized and delivered, thank you’              
  • ‘A number of great presentations’      
  • ‘Loved the event’                                                                                  
  • ‘This event was fantastic! Very positive, very collaborative and focussed on elevating the profession. Kudos to you all!’                                          
  • ‘Great day, great info, on point topics and good show of vendors’                                                
  • ‘Very professional team. Well organized and excellent time & formats for networking. Thank you.’                                                      
  • ‘Excellent sessions, got a lot of good take aways.’                                                        
  • ‘As someone fairly new to the ITAM space, I’ve found the content useful. I have plenty to take back to my colleagues & management’