Location
The DoubleTree
Guest Suites
1707 Fourth St.
Santa Monica


Agenda
6:00-7:00 PM Networking
7:00-9:00 PM Dinner & Presentation

Cost
Members $35
Non-members $60

Parking
Validated Self-Parking $6
Validated Valet $9


Or Call (310) 325-4000

Corporate Presenting Sponsor

Los Angeles Chapter

Best Practices in Software Pricing and Licensing:
Or How to Avoid the 5 Biggest Mistakes in Pricing

December 2, 2004

Are you stymied on how to price your software or your services? Are you
confused about how low you need to price to get your first customers? Have
you considered all the alternatives in licensing your intellectual property
to find and retain customers? Hear from the experts who have walked in your
shoes. Listen to industry leaders, as well as small software companies that
have made the leap from bootstrap to profitability. Learn about pricing and
licensing techniques, particularly how licensing terms and delivery affect
pricing. Discover the secrets about changing pricing as software evolves and
matures.

Panelists:

  • Bob Foster - UCLA Anderson School of Management
  • Cori E. Hartje - Microsoft
  • Aaron Katz - Salesforce.com
  • Clara Martin - Cadence Law Group
  • Russ Reeder - Rightsline
  • Lori Seal - Best Software

Moderator: Barbara Lewis, MarQuant Analytics

Bob Foster, Adjunct Associate Professor, The Anderson Graduate School of Management at UCLA
Bob Foster teaches High Technology Strategy, Business Plan Development and management consulting Field Study. He is a member of the Decisions, Operations and Technology Management faculty. He taught half time for 16 years, while a full time executive, and then joined the faculty full time in 1999.
He created and teaches the popular High Technology Management Strategy course each year, teaching it to over 500 students during the past 12 years. The course was recognized by Business 2.0 magazine as one of the reasons Anderson was selected as one of "the 20 tech-savviest business schools" in the U.S.

He has taught Business Plan Development every year since 1999, part of the school's Price Center for Entrepreneurship. This entrepreneurship program at Anderson is recognized as one of the leading programs in the world, with the Financial Times naming it the "#1 program in the world". He is also the faculty advisor for the school's Venture Capital Investment Competition team.

Bob has taught Field Study every since 1983, advising over 100 management consulting field studies, most of them for high technology firms such as Microsoft, Intel, Qualcomm, Nokia and Hewlett-Packard as well as many startup technology firms. His teams have won many awards for outstanding consulting studies.

He is Executive Director of the Center for Management in the Information Economy, which focuses on analysis of business models and best practices in high technology business.

During a 17-year period from 1983 to 1999, he was president/CEO of four different high technology firms. Products include software (enterprise resource management, financial applications, customer relationship management, digital mapping, GPS), factory automation, industrial machinery, map publishing and composite plastics.

For seven years Bob was President of Thomas Bros. Maps, the second largest map publisher in the U.S. He managed its conversion to digital mapping, introduced digital maps on CDs and the Internet. For 13 years he worked at Xerox Computer Services, initially as VP of Software Development responsible for 300 programmers and analysts. Later he was VP of Marketing and Sales with a staff of 500 and 100 direct salesmen. XCS was a startup division that grew to a profitable $100 million division.

Cori E. Hartje - Microsoft Corp.
Cori E. Hartje serves as director of marketing and readiness for the Worldwide Licensing and Pricing Group at Microsoft Corp. Hartje is responsible for overseeing Microsoft's mission to reach into new markets with licensing programs and support new business models. Hartje manages strategy for communications, marketing, new sales program rollouts and field readiness for Microsoft licensing. The group she leads is responsible for several licensing Web sites, analyst and press relations, and implementing sales tools that answer presales questions from the field and generate customer price sheets for Microsoft's largest customers worldwide.

One of Hartje's key responsibilities is to lead the Licensing Advisory Council, whose membership includes customers from around the world. Hartje gathers feedback and input from council members and shares it with appropriate parties at Microsoft with the goals of getting customer input into future strategies and delivering better service to the global marketplace.

Hartje joined Microsoft in 1990 as an area sales representative. From 1991 to 1995 she served as education sales manager for the Mid-America District education sales team. She served in account executive positions from 1997 through 2000, when she was named regional director for Microsoft's Education Solutions Group, a position in which she managed a sales team that spanned 18 states and 8,000 accounts.

Before joining Microsoft, Hartje worked for Washington University in St. Louis and the Springfield Public Schools in Springfield, Mo.

Hartje has completed significant doctoral studies in computer education and educational technology from Nova Southeastern University. She has a master of arts degree in education with a concentration in staff development and leadership from Washington University and a bachelor of science degree with majors in social studies and elementary education from Evangel University in Springfield, Mo.

Aaron Katz - Salesforce.com
Aaron Katz joined salesforce.com in 2002. As Regional Vice President of Corporate Sales, Katz is responsible for managing the acquisition and retention of a customer base exceeding 1,500 companies.

Salesforce.com is the worldwide leader in on-demand customer relationship management (CRM) services. More companies trust their vital customer and sales data to salesforce.com than any other CRM company in the world. Founded in 1999, salesforce.com has been steadily improving and expanding a suite of on demand solutions over the past five years. In 2004, PC Magazine selected salesforce.com as its "Editors' Choice" for the third-straight year; InfoWorld named salesforce.com a Technology of the Year for 2004; and Gartner has labeled salesforce.com as the "Future of Software."


Clara Martin - Cadence Law Group
Clara Martin is a partner and co-founder of the Los Angeles law firm Cadence Law Group LLP. She practices in the areas of corporate and technology transactions. She takes pride in developing close and long-term relationships with her clients. For clients without in-house law departments, Clara and the Cadence Law Group often serve this role on an "outsourced" basis. Her prior in-house experience lends itself to an understanding of how to balance business and legal needs in a practical, results-oriented fashion. She has experience reporting to boards of directors and functioning as a facilitator of complex corporate decision-making processes. Similarly, for clients with the benefit of in-house law departments, she routinely assists in strategic transactions or on "overflow" of more day-to-day projects. Technology transactions constitute a large portion of Clara's practice. She assists both vendors and customers with software licenses and software development agreements, hardware and maintenance contracts, internet and e-commerce matters, technology transfer and commercialization, patent licensing and intellectual property protection strategy. Her practice also includes the area of entertainment technology, working with producers and distributors of digital content as well as video game and game platform developers. Clara also has experience assisting universities and school systems in technology, IP commercialization and copyright related issues.

Her corporate work includes clients from a broad range of industries including aerospace, automotive, entertainment, technology, biotechnology, medical devices and health care. Clara has experience in structuring and negotiating mergers and acquisitions as well as strategic alliances. She works with growth companies, large and small, in their debt and equity finance needs, venture capital and private offerings.

Prior to forming Cadence Law Group in August 2003, Clara was a partner in the Los Angeles office of Shaw Pittman LLP and, prior to that, a founding partner in the Los Angeles firm of Klein & Martin LLP, which merged with Shaw Pittman in July of 2001. Clara was formerly in house counsel with responsibility for mergers and acquisitions activity at AlliedSignal (which has since merged with Honeywell and operates under that name). Clara and her Cadence
Law Group partner, David Oshinsky, are co-authors of a treatise for the California Continuing Education of the Bar titled "Internet Law and Practice in California" published in June 2004.

Russ Reeder -- CEO, Chairman and Founder
Prior to founding RightsLine, Russ Reeder spent 12 years in information technology, both in sales management and software development. Reeder led the sales teams for several ERP and point solution vendors, including holding executive positions at Oracle Corp. He also spent several years in systems development and leading the build of financial and manufacturing applications for FORTUNE 500 companies. Reeder also held an executive position at RightWorks, a start-up backed by Sequoia Capital, where he established B2B web portal strategies for cutting-edge technology companies including Applied Materials, Embion.com, Fasturn.com, and financial organizations including Silicon Valley Bank. Reeder sits on the board of the Business Advisory Council, is an elected official in Los Angeles' Neighborhood Council and is on the board for the Young Entrepreneurs Organization (YEO) Los Angeles Chapter. Reeder holds a BS degree in Computer Information Systems from James Madison University.

Lori Sea -- Senior Director of Business Operations, Best Software
Lori has been with Best Software for almost seven years in the Finance and
Operations organizations. During her tenure, she has directed revenue
activities, including forecasting, tracking, recognition, and sales employee
compensation. She has played a key role in developing business models and
proposals to drive profitability and growth. Her responsibilities also
included increasing business visibility through development of web-based
tools and system enhancements and providing operational support for sales
and marketing programs.

Lori is currently Senior Director of Business Operations, tasked with implementing best practices and standards across Best's Mid-market division, including gaining commonality across diverse pricing rules and promotion Practices.

For over 25 years, Best Software has been providing business and accounting
software, including human resources, payroll, fixed assets, customer
relationship management, and e-commerce solutions. Best manufactures such
products as ACT!, Peachtree, MAS 90, ACCPAC, and Timberline.

Moderator: Barbara Lewis - MarQuant Analytics
Barbara Lewis began her career as a journalist writing for The Wall Street Journal among other publications. After working in the marketing department at service companies, she started a marketing company in 1990. When she graduated from the UCLA Anderson School of Management 1995, she teamed up with her classmate, Dan Otto, a former aerospace engineer, to form Centurion Consulting Group. The two offer strategic planning, marketing, operations and financial advice, as well as computer modeling to help executives make better decisions.

After six years in business and "selling hours" as consultants, Barbara and Dan decided to commercialize a computer model and begin licensing their proprietary software. They formed MarQuant Analytics last year. Their clients include OgilvyOne Worldwide, Allstate, Wachovia Bank and the Allant Group. MarQuant currently has four software products, all of which optimize the marketing budget and increase profits and customer lifetime value. Barbara is an instructor at Mount St. Mary's College,



 

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