Tres Larsen

Managing Director, Audit Software Services

Jared Frehner

Senior Manager, Compliance Services

Scott Sewing

Manager, Compliance Services


The Home Depot

2455 Paces Ferry Road

Atlanta, Georgia 30339


Maura Ronan

Phone:  (508) 308-2454


Software Asset Management Forum


Software Asset Management (SAM) continues to be a major challenge for most organizations, resulting in excess spend and expensive non-compliance.  Even when organizations invest in the people, process and technology to track and manage their entitlement and deployment data, SAM programs often fail to produce desired results.  

Nowhere is SAM more important than the negotiation process.  When there is a lack of visibility to license deployment and entitlement, negotiators are left guessing the best path forward, aiming for a better discount while ever increasing consumption.  Further, audits are often introduced to disrupt the negotiation process.  They are used to drive revenue, gain visibility into product use, and push organizations to adopt new products or cloud solutions to address compliance issues.

Clients can protect themselves from these practices by understanding their own SAM programs, licenses, deployment and entitlements, and learn how to fight back.  ClearEdge is offering a series of Software Asset Management-focused events delivered by former professional auditors where we will discuss solutions with those responsible for protecting their organizations.

April 15, 2020 8:00 am - 12:00 pm Atlanta, GA

SAM Forum Agenda

April 15th, 2020

8:00 - 8:30 am

Registration & Breakfast

8:30 - 8:45 am

Welcome & Introductions

8:45 - 10:00 am

Confessions of Former Software Auditors

Three former auditors bring a behind-the-scenes look at the motivations and practices of software auditors drawing from experience conducting hundreds of audits for publishers including Microsoft and IBM.  This session will highlight common findings and tactics, and provide tips and best practices for audit preparation and defense.

10:00 - 11:00 am


SAM Best Practices Roundtable

This interactive session will discuss and review the pain points in establishing and maintaining an effective SAM program. We’ll share what others have done across the industry, including real-world approaches to people, process, technology and recurring validation.

11:00 - 12:00 pm


SAM Market Trends

In this session, we explore current areas of compliance risk including cloud-based subscription licensing agreements and virtualization, as well as new contractual landmines hidden in your agreements. We’ll cover best practices and provide real-world examples of where organizations have been found non-compliant.

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