March 15, 2024

Upcoming Industry Meetings and Webinars - March 16 - April 15, 2024

Here are the industry webinars and events I'm aware of for March 16 - April 15, 2024. Conferences and bigger events are listed through June 30, 2024 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

Note also that I generally don't include training courses (except my own) as the volume is simply too high. I'm working on a better/different way to highlight industry training - watch this space. 

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

March 19 - ARMA Florida Gulf Coast, Chapter Meet and Greet

March 19 - ARMA Central Missouri, Tour and Presentation of Services Provided by IMS Secure

March 19 - Austin ARMA, Building a Well-Oiled Machine

March 19 - ARMA San Antonio, Legal Considerations for Companies Using AI

March 19 - AIIM+, Emerging Technologies: Fail Fast - Where to Start with AI (members only)

March 19 - ARMA Legal Industry Group, 2024 Retention Series #3 - National Approach/Resources (members only)

March 19 - Access and ARMA, Future-Proofing Your Business: Innovative Strategies in Information Management and Archiving

March 19 - RIMPA Global, Wellington | Roadshow

March 20 - ARMA Nebraska, Lights, Camera, Artificial Intelligence - Joint Meeting with NePA

March 20 - Old Dominion ARMA & AIIM, March 2024 Lunch & Learn

March 20 - AIIM and OpenText, Deploy GenAI with Confidence: Mastering Governance to Unleash AI's Potential

March 20 - RIMPA Global, IAW Roundtable | Are We Surfing or Sinking? Riding the Waves of Information Management

March 20 - IAPP and Transcend, Auditing consent: Essential strategies for improving consent compliance in 2024 (members only)

March 21 - ARMA Utah Salt Lake, Spring Seminar - Unveiling the Future of Information

March 21 - Boise Valley ARMA, The Life and Times of a Paralegal Implementing Legal Holds in the Real World

March 21 - ARMA St. Louis, Managing the Historical Documents of the Arch Diocese of St. Louis

March 21 - ARMA Greater Columbus, AI and IG

March 21 - ARMA Oklahoma, RIM Month Mastery: Turbocharging Your Records and Information Management Skills

March 21 - ARMA Jacksonville, Thirsty Thursday

March 21 - IRMS and Iron Mountain, Navigating the retention maze - ask the experts

March 21 - ARMA InfoNEXT, Future-Proofing Information Management: Gen Z Information Managers

March 21 - RIMPA Global, Auckland | Roadshow

March 21 - Info Risk & Governance Summit, New York City, NY

March 21 - AIIM+, BIPOC Network Meeting (members only)

March 22 - RIMPA Global and Compu-Stor, Challenges in Recordkeeping within the Australian Public Service

March 22 - TeachPrivacy, The FTC, Privacy, and AI

March 25-29 - Enterprise Data World, Orlando, FL 

March 26 - AIIM+, AIIM+ AMA: Operate 10 Times Faster for Free (members only)

March 26 - IAPP and Osano, Universal consent: Building beyond cookie consent (members only)

March 26 - BreezeML, AI Governance in Practice: Standards and Auditing

March 27 - ARMA New England, Certification Confusion? Where Do You Start?

March 27 - ARMA Houston, RIM Month Mastery: Turbocharging Your Records and Information Management Skills

March 27 - ARMA Sacramento, Data Migration: What Records Managers Need to Know

March 27 - IMCanadaConnect, Cyber Threats and Canada's Place in the Digital World

March 27 - Meru Data, How to Incorporate AI Governance Into Your Privacy Program

March 27 - RIMPA Global, Roundtable | Tackling Records Management challenges to shift the needle in 2024

March 28 - ARMA, Description and Access for Anti-Black Archival Materials

March 28 - IOPD, Deceptive Design - Dark Patterns Beyond the Interface (members only)

March 28 - IRMS Public Sector, Soft Skills for Successful Records Management

March 28 - RecordPoint, How privacy laws around the world are changing records management

March 28 - Access, Preserving the Past, Managing the Present, and Planning for the Future: A Discussion on Archiving, Records, and Data

April 1-4 - IAPP Global Privacy Summit, Washington, DC

April 2 - Digital Government Institute, 21st Annual E-Discovery, Records and Information Management Conference, Reston, VA

April 2 - ACMP Ohio, Taking a Stand for Change Readiness

April 3-5 - AIIM24, San Antonio, TX

April 3-5 - 2024 i-Sigma Conference & Expo, Nashville, TN

April 4 - ARMA, Building a Retention Schedule 2.0: Building a Strong Foundation

April 4 - NAGARA, Joint Expedition: Information Security and Records Management - Discovering and Mapping the Unknown Together

April 8-10 - InfoNext, Palm Springs, CA

April 9 - ARMA Chicago, Navigating the Future with AI in Legal Information Governance

April 9 - ARMA Dallas, Spring Records Seminar

April 9 - AIIM+, AIIM+ Insights: Forming the Future - The Intersection of Forms Management and IM

April 9-11 - North American Cloud & Collaboration Summit, Dallas, TX 

April 9-13 - IAC Information Architecture Conference, Seattle, WA 

April 10 - ARMA Puget Sound and Oregon, Certifications & Credentials Panel Discussion

April 10 - AIIM and Box, Unleash the Power of Information: Tap into the Value of Your Unstructured Data

April 10-11 - Docusign Momentum24, New York City, NY

April 11 - ARMA Triangle, Lessons from the Past: Preparing for the Future of Information Governance

April 11 - ARMA, Building a Retention Schedule 2.0: Record Retention Schedule Management Software

April 16 - ARMA Mile High Denver, Spring Seminar, Denver, CO

April 16-17 - ARMA Houston Spring Conference, Houston, TX

April 16-17 - GRC Connect Chicago, in association with OCEG, Chicago, IL

April 18-24 - 2024 AIIP Symposium, St. Louis, MO

April 22-25 - Laserfiche Empower, Las Vegas, NV

April 23 - Athro Consulting, CIP Preparatory Workshop, live online

April 24-25 - Data Innovation Summit, Stockholm, SWE and online

Apr 29 - May 1 - ILTA Evolve, Charleston, NC 

April 30 - North Dakota ARMA, Spring Seminar

April 30-May 2 - Microsoft 365 Conference, Orlando, FL 

May 2 - Tungsten Automation Summit, Chicago, IL 

May 8-10 - Privacy+Security Forum, Washington, DC 

May 12-14 - IRMS24 Conference, Brighton, UK

May 12-14 - ARMA Canada Information Conference 2024, Calgary, AB

May 13-15 - Gartner Data & Analytics Summit, London, UK 

May 15 - Microsoft IM Tech Summit Europe 2024, London, UK

May 20-22 - DSF'24, Boston, MA

May 20-22 - OneTrust TrustWeek, Austin, TX

May 21-24 - FRMA Annual Conference, Daytona Beach, FL

June 3-7 - 365 Educon + PWR Educon Seattle, Seattle, WA 

June 4-5 - IAPP AIGG 2024, Brussels, BEL

June 4-6 - Athro Consulting, RIM Playbook Workshop, live online

June 6-7 - ARMA California Summer Conference, Irvine, CA

June 8-11 - IAPP Canada Privacy Symposium 2024, Toronto, ON

June 10-11 - Knowledge Summit Dublin, Dublin, Ireland 

June 11-13 - ACMP Change Management Global Connect, virtual

June 24-25 - AIIM Forum Europe, Manchester, UK

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2023/08/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html.

March 13, 2024

Discounted Registration for Athro Training Courses

One of the challenges of taking external training like mine is the cost. To that end, I'm developing a toolkit that provides the support students need to get buy-in from their organizations - a justification letter, an email template, etc. I'll make a separate blog post with links once they are ready. 

However, that only helps if your organization recognizes the overall value of training - in other words, you have access to funds, and I just need to convince you (and you need to convince your boss) to spend them with me.

But not everyone has that luxury. So I'm happy to announce that, effective immediately, I'm offering discounted registration to Athro training courses. I don't want the sheer financial burden to put off people who would otherwise attend, and contribute to, my courses, and from whom I and the other attendees can learn in turn. 

The fine print: 

1. If you are unemployed, underemployed, are changing professions, have no corporate support for training, are transitioning from the military, or are located in an economically developing region, you can name your own price, with no questions asked. I have to do this manually, so reach out to me at jesse.wilkins@athroconsulting.com

2. This generally will only apply to Athro-developed training like my RIM Playbook Workshop. With training I license from other providers, such as AIIM, I have specific fixed costs I have to charge. I'm working on some ways to offset that, like scholarships etc. - watch this space.

In any event, if you're strongly interested in any of my courses, but don't have the money or support, reach out to me and let's talk. 

Solution providers: If you're willing to offer scholarships, I'm willing to talk about ways we can work together to get your message out in a way that supports the learning process. Again, ping me at jesse.wilkins@athroconsulting.com.

H/T to R. Jason Cronk for the idea. 

February 28, 2024

Upcoming Industry Meetings and Webinars - March 1-31, 2024

Here are the industry webinars and events I'm aware of for March 1-31, 2024. Conferences and bigger events are listed through May 31, 2024 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

March 1 - TeachPrivacy, Trust: What CEOs and Boards Must Know About Privacy and AI 
March 5 - ARMA Metro NYC-LI, CONFIRM.NYC
March 5 - AIIM+, Records Management Coffee & Conversation: Planning for RIMM Month (members only)
March 5 - BreezeML, AI Governance in Practice: Compliance and Engineering 
March 5 - Global Information Consortium, The Rise of AI and the Global Battle for Truth & Privacy
March 5 - IAPP and Transcend, Immediate action required: Navigating CPRA compliance and enforcement in 2024 (members only)
March 5-6 - ASU-Arkfeld eDiscovery, Law & Technology Conference, Phoenix, AZ
March 7 - ARMA Triangle, 2024 EDiscovery State of the Industry Trends
March 7 - ACMP Ohio, Navigating the New Status Quo
March 7 - NAGARA, Taking the Saint Louis Zoo's Records Management Training Online! 
March 8 - ARMA Palm Beach-Treasure Coast, Internal Auditing: Promoting Accountability and Transparency
March 11-13 - Gartner Data and Analytics Summit 2024, Orlando, FL
March 12 - ARMA Mile High Denver, AARM Tour and Top Golf
March 12 - ARMA Chicago, Lions, Tigers, Bears, Oh My! Lincoln Park Zoo Records Management
March 12 - ARMA Greater Chattanooga, IG and Cybersecurity
March 12 - Twin Cities ARMA, Better Ways to Work
March 12 - ARMA Northeast Ohio, IM Policies: What is Good Content?
March 12 - ARMA Dallas, It Takes 3 To Do IG
March 12 - IRMS IM Tech Group, Overcoming the Challenge of Managing Records in Microsoft 365
March 12 - InfoGovANZ, Cyber Technologies and Infrastructure Security: The Next 10 Years
March 12 - PrivSec & GRC Connect, in association with OCEG, London, UK
March 13 - ARMA Michigan, World War III - Cybersecurity is Losing
March 13 - ARMA Metro Maryland, Public Records: Accessibility, Privacy, and Challenges for Archives
March 13 - Greater Kansas City ARMA, The Role of RIM in AI Governance
March 13 - IAPP and Exterro, Best practices for building and enforcing global retention schedules (members only)
March 13 - NetDocuments, Compliance, Ethics, and Policy Considerations in the Era of AI
March 13 - ACMP UK, Panel Discussion: What is the Key Ingredient for Change? 
March 14 - Athro Consulting and Helias Consulting, Ask Me Anything About Your Records Coordinator Program
March 14 - IRMS, Roadshow Glasgow 2024
March 14 - ACMP, Improving Change Management with Healthy Conflict (members only)
March 14 - Zasio, Built To Last: Developing Privacy as a Retention Schedule and Program Foundation
March 14 - Contoural, Automating Employee Records Compliance with the Five Second Rule
March 15 - ACMP South Africa, Unlock the Power of ChatGPT for Change Leadership and Management! 
March 15 - IRMS Wales: In-person event, Wrexham
March 19 - ARMA Florida Gulf Coast, Chapter Meet and Greet
March 19 - ARMA Central Missouri, Tour and Presentation of Services Provided by IMS Secure
March 19 - AIIM+, Emerging Technologies: Fail Fast - Where to Start with AI (members only)
March 19 - ARMA Legal Industry Group, 2024 Retention Series #3 - National Approach/Resources (members only)
March 19 - Access and ARMA, Future-Proofing Your Business: Innovative Strategies in Information Management and Archiving
March 20 - ARMA Nebraska, Lights, Camera, Artificial Intelligence - Joint Meeting with NePA
March 20 - AIIM and OpenText, Deploy GenAI with Confidence: Mastering Governance to Unleash AI's Potential
March 20 - RIMPA Global, IAW Roundtable | Are We Surfing or Sinking? Riding the Waves of Information Management
March 21 - ARMA Utah Salt Lake, Spring Seminar - Unveiling the Future of Information
March 21 - Boise Valley ARMA, The Life and Times of a Paralegal Implementing Legal Holds in the Real World
March 21 - ARMA St. Louis, Managing the Historical Documents of the Arch Diocese of St. Louis
March 21 - ARMA Greater Columbus, AI and IG
March 21 - ARMA Oklahoma, RIM Month Mastery: Turbocharging Your Records and Information Management Skills
March 21 - ARMA InfoNEXT, Future-Proofing Information Management: Gen Z Information Managers
March 21 - RIMPA Global, Auckland | Roadshow
March 21 - Info Risk & Governance Summit, New York City, NY
March 25-29 - Enterprise Data World, Orlando, FL 
March 26 - AIIM+, AIIM+ AMA: Operate 10 Times Faster for Free (members only)
March 26 - BreezeML, AI Governance in Practice: Standards and Auditing
March 27 - ARMA New England, Certification Confusion? Where Do You Start?
March 27 - ARMA Houston, RIM Month Mastery: Turbocharging Your Records and Information Management Skills
March 27 - ARMA Sacramento, Data Migration: What Records Managers Need to Know
March 28 - ARMA, Description and Access for Anti-Black Archival Materials
March 28 - IOPD, Deceptive Design - Dark Patterns Beyond the Interface (members only)

April 1-4 - IAPP Global Privacy Summit, Washington, DC
April 2 - Digital Government Institute, 21st Annual E-Discovery, Records and Information Management Conference, Reston, VA
April 3-5 - AIIM24, San Antonio, TX 
April 3-5 - 2024 i-Sigma Conference & Expo, Nashville, TN
April 8-10 - ARMA InfoNext, Palm Springs, CA
April 9-11 - North American Cloud & Collaboration Summit, Dallas, TX 
April 9-13 - IAC Information Architecture Conference, Seattle, WA 
April 10-11 - Docusign Momentum24, New York City, NY
April 16 - ARMA Mile High Denver, Spring Seminar, Denver, CO
April 16-17 - GRC Connect Chicago, in association with OCEG, Chicago, IL
April 18-24 - 2024 AIIP Symposium, St. Louis, MO
April 24-25 - Data Innovation Summit, Stockholm, SWE and online
April 30-May 2 - Microsoft 365 Conference, Orlando, FL 

May 8-10 - Privacy+Security Forum, Washington, DC 
May 12-14 - IRMS24 Conference, Brighton, UK
May 12-14 - ARMA Canada Information Conference 2024, Calgary, AB
May 13-15 - Gartner Data & Analytics Summit, London, UK 
May 15 - Microsoft IM Tech Summit Europe 2024, London, UK
May 20-22 - DSF'24, Boston, MA
May 21-24 - FRMA Annual Conference, Daytona Beach, FL


If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2023/08/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

February 20, 2024

Live Online RIM Playbook Workshops Scheduled for June 2024

A couple of days ago I posted that I was back to teaching the AIIM CIP Prep course. Today I'm pleased to announce my second course offering, Building and Sustaining Your RIM Program with a RIM Playbook. I've delivered a presentation introducing the RIM Playbook to more than a dozen ARMA chapters and conferences over the last couple of years. 

This workshop builds on that, and gives you the opportunity to really get "hands-on" and build your own Playbook and plays. This is not "death by PowerPoint" - in fact, there will be some assigned reading before the first class session. Most of our time will be spent on building the Playbook and building the plays. We'll also have an assessment at the end. 

While you won't get your entire Playbook done in just 6 hours, you will build some plays. And you'll leave the course with a template that you've started to fill in and the knowledge of how to finish it. 

The course is scheduled for June 4 and 6, 2024. Each session is 3 hours and is scheduled from 12:00 - 3:00 pm MDT. 

Workshop agenda: 
  • Session 1:
    • Introduction to the RIM Playbook
    • The Structure of the RIM Playbook
    • Scoping the RIM Playbook
    • The Structure of a RIM Play
  • Session 2: 
    • Building RIM Plays
    • How to Build a Playbook
    • Assessment and Next Steps

Course details: 
  • Each session is 3 hours for a total of 6.0 contact hours. 
  • Live Online delivery - no travel required. 
  • Cost: $795.00 per student. Volume discounts for 2+ students! 

Also included in the course:
  • The RIM Playbook Workbook - digital format
  • Access to the learning cohort for one year – keep the learning and networking going!
  • Access to public office hours – bring your questions and insights every month.
  • Digital badge and certificate denoting completion of the course. 
  • Preapproved for 6.0 ICRM CRM/CRA CMPs.
  • Preapproved for 6.0 AIIM CIP CEUs.
For more details, or to register, visit my RIM Playbook Workshop page. 

February 18, 2024

Live Online AIIM CIP Workshop Scheduled for April-May 2024

I mentioned on this blog in December that I had become an official AIIM Training Partner. Today I am very pleased to announce that I have started scheduling instructor-led workshops, starting with the AIIM CIP Preparatory workshop! 

This workshop covers 100% of the topics on the CIP exam in depth and helps students to understand how different information management concepts, processes, and technologies impact each other. 

The course will be taught by, well, me! I have nearly 30 years of industry and training experience, and I've held the CIP certification since its initial release in 2011. 

I do not guarantee that you'll pass the exam after taking this course - anyone making those guarantees is "teaching to the test" which won't help you in the long run. But I guarantee that if you have the suggested background, and pay attention and participate during the course, you'll do better than those who don't. 

Workshop agenda: 
  • April 23: 
    • Introduction to the CIP Program and the Workshop
    • Creating, Capturing, and Sharing Information
  • April 25: 
    • Extracting Intelligence from Information
  • April 30: 
    • Digitalizing Information-Intensive Processes
  • May 2: 
    • Automating Governance and Compliance 
  • May 7: 
    • Automating Governance and Compliance Cont'd 
    • Implementing an Information Management Strategy and Solution
  • May 9: 
    • Conclusion and Next Steps
Course details: 
  • Each session is 2 hours for a total of 12 contact hours. 
  • Live Online delivery - no travel required. 
  • Cost: $1,495.00 per student. Volume discounts for 2+ students! 
Also included in the course:
  • The official AIIM CIP Study Guide - digital format
  • The CIP Prep Workbook - digital format
  • One year subscription to AIIM+ Pro ($490 value) – all the learning covered on the CIP exam and more
  • Access to the learning cohort for one year – keep the learning and networking going!
  • Access to public office hours – bring your questions and insights every month.
  • Digital badge and certificate denoting completion of the course. Note that this is not equivalent to getting the CIP certification - you'll still need to pass the actual  CIP exam. 
  • Preapproved for 12.0 ICRM CMPs.
  • Preapproved for 12.0 AIIM CIP CEUs. (Not sure why a CIP would take this course, but maybe it's been a while?)
For more details, or to register, visit my CIP Prep Workshop page. 

February 15, 2024

Join Me at the ARMA Mile High Denver Spring Seminar on April 16, 2024!

I'm pleased to announce that we've finalized the details for the ARMA Mile High Denver Spring Seminar, scheduled for April 16, 2024 in Denver, CO. We have a full day of education planned, with fantastic speakers including: 

  • Alan Pelz-Sharpe, Founder and Principal Analyst at Deep Analysis and Co-Author of "Practical Artificial Intelligence: An Enterprise Playbook"
  • Jason Stearns, Senior Practice Lead, Information Governance, Data Privacy and Records Management at Arrayo
  • Jeanne Caldwell, CEO of IG Mapware
  • Elesha Johnson, City of Boulder City Clerk
  • Steve Weissman, The Info Gov Guy™ and President of Holly Group
As part of the seminar, we'll be hosting a silent auction, and we'll have some ARMA Mile High Denver historical artifacts on display. You can also augment your personal IG/IM/RM library and support our chapter charity, Senior Support Services, at the same time! 

The seminar is taking place at the fantastic Balistreri Vineyards, 1946 E. 66th Avenue, Denver, CO 80229. It's a working vineyard and winery and their wines and sangria will be available throughout the day. 

Register by February 29, 2024 to take advantage of the early-bird pricing of $125. After that the prices go up to $150. (Disregard the $175 figure on the image below - the flyer has since been corrected.) 

For more information, or to register, visit https://armadenver.org/meetinginfo.php?id=120




February 14, 2024

Upcoming Industry Meetings and Webinars - February 16 - March 15, 2024

 Here are the industry webinars and events I'm aware of for February 16 - March 15, 2024. Conferences and bigger events are listed through May 31, 2024 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

February 19-23 - TDWI Transform 2024, Las Vegas, NV 

February 20 - Twin Cities ARMA and ARMA North Dakota, What Can Data Classification and Data Loss Prevention Do For You?

February 20 - ARMA Central Missouri, Data Privacy/Protection, Data Breaches and Cybersecurity. Contact Lori Grothoff at lgrothoff@orscheln.com to RSVP.

February 20 - AIIM+, Unlocking Efficiency: BPMN in Practice (members only)

February 21 - ARMA Southern California Inland Empire, How to Leverage AI Tools

February 21 - ARMA Nebraska, Rescuing Stranded Records from Legacy Systems

February 21 - ARMA & AIIM Old Dominion, Lunch & Learn

February 21 - AIIM and Microsoft, AI and Information Security: Empowering the CISO Office

February 21-23 - ARMA Florida Sunshine Conference, Orlando, FL

February 22 - ARMA Mile High Denver, Cyber Security Briefing for Records Managers

February 22 - Boise ARMA, Lunch & Old Idaho Penitentiary Tour

February 22 - ARMA Northern Virginia, GenAI and ChatGPT: Opportunities, Risks, and Security

February 22 - Digital Government Institute, Modernizing Information Governance

February 22 - ACMP, The Future of Change Management: Integrating Wellness and Purpose (members only)

February 23 - ARMA San Antonio, Annual Seminar

February 23 - ARMA Hawai'i, Using AI To Interrogate Archives

February 23 - IRMS Info Rights: The Global Challenge

February 23 - Leadership Through Data, LTD Microsoft 'Ketchups' 

February 23 - ACMP Pacific Northwest, Neuroscience of Emotional Intelligence in Leadership

February 26-29 - New Zealand Digital Workplace Conference, Christchurch, NZ 

February 26-29 - IAPP Data Protection Intensive: UK 2024, London, UK

February 27 - IAPP and TerraTrue, 3 steps to elevating your third-party risk management process (members only)

February 27 - ARMA InfoNext and Contoural, Creating a Modern, Compliant, and Easier to Execute Records Retention Schedule

February 27 - Access, Navigating the Waters of Global RIM: Strategies from the Front Lines

February 28 - ARMA New Jersey, A More Perfect Electronic Records Strategy: How the New DoD 8180 can Boost your IG Program

February 28 - Meru Data, Key Privacy Metrics & KPIs for Businesses to Track

February 28 - IMCanadaConnect, Data Privacy, Higher Education – Why Should We Care?

February 28 - Earley Information Science, Information Governance in the Age of AI

February 28 - IRMS Ireland: Accountability and record keeping - discussion on records in court and police records

February 29 - ARMA New England, Celebrating Diversity - Embracing Voices of Experience

February 29 - ARMA Madison, Leap (Year) Into M365 Records

February 29 - LegalRM, Team IG: The importance of change management for successful IG

February 29 - Contoural, Automating Employee Records Compliance with the Five Second Rule

February 29 - March 2 - ACMP Change San Diego, San Diego, CA

March 1 - TeachPrivacy, Trust: What CEOs and Boards Must Know About Privacy and AI 

March 5 - ARMA Metro NYC-LI, CONFIRM.NYC

March 5-6 - ASU-Arkfeld eDiscovery, Law & Technology Conference, Phoenix, AZ

March 7 - ACMP Ohio, Navigating the New Status Quo

March 7 - NAGARA, Taking the Saint Louis Zoo's Records Management Training Online! 

March 7 - LegalRM, ILTA Masterclass: Unlocking AI success through a strong information governance framework

March 11-13 - Gartner Data and Analytics Summit 2024, Orlando, FL

March 12 - ARMA Greater Chattanooga, IG and Cybersecurity

March 12 - IRMS IM Tech Group, Overcoming the Challenge of Managing Records in Microsoft 365

March 12 - InfoGovANZ, Cyber Technologies and Infrastructure Security: The Next 10 Years

March 12 - PrivSec & GRC Connect, in association with OCEG, London, UK

March 13 - ARMA Michigan, World War III - Cybersecurity is Losing

March 13 - IAPP and Exterro, Best practices for building and enforcing global retention schedules (members only)

March 14 - IRMS, Roadshow Glasgow 2024, Glasgow, Scotland

March 14 - ACMP, Improving Change Management with Healthy Conflict (members only)

March 14 - Zasio, Built To Last: Developing Privacy as a Retention Schedule and Program Foundation

March 15 - ACMP South Africa, Unlock the Power of ChatGPT for Change Leadership and Management! 

March 21 - Info Risk & Governance Summit, New York City, NY

March 25-29 - Enterprise Data World, Orlando, FL 

April 1-4 - IAPP Global Privacy Summit, Washington, DC

April 2 - Digital Government Institute, 21st Annual E-Discovery, Records and Information Management Conference, Reston, VA

April 3-5 - AIIM24, San Antonio, TX 

April 3-5 - 2024 i-Sigma Conference & Expo, Nashville, TN

April 8-10 - ARMA InfoNext, Palm Springs, CA

April 9-11 - North American Cloud & Collaboration Summit, Dallas, TX 

April 9-13 - IAC Information Architecture Conference, Seattle, WA 

April 10-11 - Docusign Momentum24, New York City, NY

April 16-17 - GRC Connect Chicago, in association with OCEG, Chicago, IL

April 18-24 - 2024 AIIP Symposium, St. Louis, MO

April 24-25 - Data Innovation Summit, Stockholm, SWE and online

April 30-May 2 - Microsoft 365 Conference, Orlando, FL 

May 8-10 - Privacy+Security Forum, Washington, DC 

May 12-14 - IRMS24 Conference, Brighton, UK

May 12-14 - ARMA Canada Information Conference 2024, Calgary, AB

May 13-15 - Gartner Data & Analytics Summit, London, UK 

May 15 - Microsoft IM Tech Summit Europe 2024, London, UK

May 20-22 - DSF'24, Boston, MA

May 21-24 - FRMA Annual Conference, Daytona Beach, FL

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2023/08/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

February 5, 2024

ARMA Seeks Volunteers for Certification Oversight Committee

In an email today, ARMA announced that it is soliciting nominations to serve on a new Certification Oversight Committee. From the email: 

Calling all Information Governance Professionals! Are you ready to shape the future of your profession and help elevate your peers' competencies? ARMA’s Certification Oversight Committee is seeking passionate individuals like you to help expand the IGP certification program and enhance ARMA’s credential offerings. This is your chance to contribute directly to the strategic practice of information governance and make a lasting impact in your field.

As a member of the Certification Oversight Committee, you'll be at the forefront of the IGP program, contributing to its growth and quality improvement. From reviewing policies to promoting the IGP credential, your expertise will play a pivotal role in supporting aspiring IGPs and enriching our industry's body of knowledge. Members serve staggered two-year terms, providing a fresh perspective to the committee every year. If you're an IGP holder in good standing and eager to take on this exciting challenge, we encourage you to apply today!

The web page goes on to note that the Committee will review policies, contribute to the IGP body of knowledge, promote IGP as a certification, and identify ways to support aspiring IGPs. 

I can't serve on it because of the potential perception of a conflict of interest with my role as an AIIM Training Partner and CIP Ambassador. But I think it's a great idea and I hope ARMA is able to quickly find volunteers who are passionate about doing certifications the right way and growing them into something that really has value in the marketplace. 

January 31, 2024

Upcoming Industry Meetings and Webinars - February 1-29, 2024

Here are the industry webinars and events I'm aware of for February 1-29, 2024. Conferences and bigger events are listed through April 30, 2024 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

2/1/2024 - NAGARA, Archiving the Asylum: Demystifying Our Hidden Collections

2/2/2024 - Austin ARMA, Seminar - Records Ringleaders: Leading the Circus of Records and Data Management

2/6/2024 - AIIM+, Records Management Coffee & Conversation: Developing an Information Coordinator Program (members only)

2/6/2024 - IRMS Roadshow Manchester 2024

2/6/2024 - ACMP, In Pursuit of the Relevant Change Strategy (members only)

2/7/2024 - ARMA Metro Maryland, Creating a Defensible Disposition Program

2/7/2024 - ARMA Metro NYC-LI, RIM Trends & Your Future Panel

2/7/2024 - ACMP UK, Changing Change Management: Are You Sure You are Solving the Right Problem?

2/8/2024 - ARMA Triangle, The Presidential Records Act, NARA, and Donald Trump: Everything You Want to Know

2/8/2024 - ARMA Seattle, Employee Trainings: Educating in Compliance

2/8/2024 - ARMA and Access, Global Information Governance Day: Empowering Digital Transformation through Effective Information Governance

2/13/2024 - ARMA Chicago, Trends in Information Governance and Risk Management

2/13/2024 - ARMA Chattanooga, How to Conduct a Business and Technical Assessment for an Information Management Initiative

2/13/2024 - ARMA Northeast Ohio, How to Streamline Records Management with ChatGPT

2/13/2024 - ARMA Dallas, Becoming a RIM Influencer

2/13/2024 - ARMA Legal Industry Group, Retention for Law Firms Session #2 Information Governance Policy Development

2/13/2024 - AIIM+ and Infotechtion, M365: Meeting the Challenge - Proving Microsoft Purview through a Proof of Concept (members only)

2/14/2024 - ARMA Greater Kansas City, All Things ARMA. To RSVP, email gkcarma@gmail.com.

2/14/2024 - Contoural, Creating an AI Governance Program (It's Go-Time) 

2/15/2024 - ARMA St. Louis, Differentiating Data Governance and Information Governance

2/15/2024 - ARMA Michigan, IG and Artificial Intelligence

2/15/2024 - ARMA Oklahoma, Building and Sustaining Your RIM Program with a RIM Playbook

2/15/2024 - ARMA Utah, Current State of Cybersecurity

2/15/2024 - IAPP and Osano, Demystifying data mapping: Why it matters and how to do it well

2/15/2024 - Zasio, Anatomy of a Legal Citation: “Can’t You Just Google That?”

2/19-23/2024 - TDWI Transform 2024, Las Vegas, NV 

2/20/2024 - Twin Cities ARMA and ARMA North Dakota, What Can Data Classification and Data Loss Prevention Do For You?

2/20/2024 - ARMA Central Missouri, Data Privacy/Protection, Data Breaches and Cybersecurity. Contact Lori Grothoff at lgrothoff@orscheln.com to RSVP.

2/20/2024 - AIIM+, Unlocking Efficiency: BPMN in Practice

2/21/2024 - ARMA Southern California Inland Empire, How to Leverage AI Tools

2/21/2024 - ARMA Nebraska, Rescuing Stranded Records from Legacy Systems

2/21/2024 - AIIM and Microsoft, AI and Information Security: Empowering the CISO Office

2/21-23/2024 - ARMA Florida Sunshine Conference, Orlando, FL

2/22/2024 - ARMA Mile High Denver, Cyber Security Briefing for Records Managers

2/22/2024 - Digital Government Institute, Modernizing Information Governance

2/22/2024 - ACMP, The Future of Change Management: Integrating Wellness and Purpose

2/23/2024 - ARMA San Antonio, Annual Seminar

2/23/2024 - IRMS Info Rights: The Global Challenge

2/23/2024 - Leadership Through Data, LTD Microsoft 'Ketchups' 

2/26-29/2024 - New Zealand Digital Workplace Conference, Christchurch, NZ 

2/26-29/2024 - IAPP Data Protection Intensive: UK 2024, London, UK

2/27/2024 - ARMA InfoNext and Contoural, Creating a Modern, Compliant, and Easier to Execute Records Retention Schedule

2/28/2024 - ARMA New Jersey, A More Perfect Electronic Records Strategy: How the New DoD 8180 can Boost your IG Program

2/28/2024 - Meru Data, Key Privacy Metrics & KPIs for Businesses to Track

2/28/2024 - Earley Information Science, Information Governance in the Age of AI

2/29/2024 - ARMA Madison, Leap (Year) Into M365 Records

2/29/2024 - LegalRM, Team IG: The importance of change management for successful IG

2/29-3/2/2024 - ACMP Change San Diego, San Diego, CA

3/5/2024 - ARMA Metro NYC-LI, CONFIRM.NYC, New York City, NY

3/5-6/2024 - ASU-Arkfeld eDiscovery, Law & Technology Conference, Phoenix, AZ

3/11-13/2024 - Gartner Data and Analytics Summit 2024, Orlando, FL

3/21/2024 - Info Risk & Governance Summit, New York City, NY

3/25-29/2024 - Enterprise Data World, Orlando, FL 

4/1-4/2024 - IAPP Global Privacy Summit, Washington, DC

4/3-5/2024 - AIIM24, San Antonio, TX 

4/3-5/2024 - 2024 i-Sigma Conference & Expo, Nashville, TN

4/8-10/2024 - ARMA InfoNext, Palm Springs, CA

4/9-11/2024 - North American Cloud & Collaboration Summit, Dallas, TX 

4/9-13/2024 - IAC Information Architecture Conference, Seattle, WA 

4/10-11/2024 - Docusign Momentum24, New York City, NY

4/18-24/2024 - 2024 AIIP Symposium, St. Louis, MO

4/24-25/2024 - Data Innovation Summit, Stockholm, SWE and online

4/30-5/2/2024 - Microsoft 365 Conference, Orlando, FL 

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2023/08/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html


January 14, 2024

Upcoming Industry Meetings and Webinars - January 16-February 15, 2024

Here are the industry webinars and events I'm aware of for January 16-February 15, 2024. Conferences are listed through April 15, 2024 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions.

If you know of a webinar or other event during this period that is focused on IM, IG, RM, etc. that's not listed, let me know here or at jesse.wilkins@athroconsulting.com. Vendors, other associations, consultants, etc. all welcome as long as the event is educational and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

1/16/2024 - ARMA Florida Gulf Coast, "I Love Our Organization's Policies," said no one.

1/16/2024 - ARMA Michigan, "I Love Our Organization's Policies," said no one.

1/16/2024 - ARMA Central Missouri, A Real-Life Lesson in Shared Drive Clean-Ups. Contact Lori Grothoff at lgrothoff@orscheln.com to RSVP.

1/16/2024 - ARMA San Antonio, AI-Enhanced Records Management: From Hype to Practical Implementation

1/16/2024 - ARMA North Dakota, Demystifying Digital Preservation: An Introduction. Contact Susan Carlson at susan.carlson@und.edu for an invitation. 

1/16/2024 - AIIM, AIIM+ Insights: Emerging Technologies - What is "Ethical and Responsible" Use of AI? (members only)

1/16/2024 - ARMA InfoNext and Contoural, The Impact of AI on Information Governance

1/16/2024 - OneTrust, Getting started with AI Governance

1/17/2024 - ARMA Nebraska, ComPriSec: Intersection of Compliance, Privacy & Security Match Game

1/17/2024 - ARMA Southern California Inland Empire, Managing Records Retention & Data Minimization Strategies with AutoClassification

1/17/2024 - ARMA Metro NYC-LI, January 2024 Social & Networking Event

1/17/2024 - ARMA Upstate NY, RIM and Information Governance Education in the Fourth Industrial Revolution Virtual Panel

1/17/2024 - IAPP and TerraTrue, Three practical tweaks to optimize your program in 2024

1/18/2024 - ARMA St. Louis, Building and Sustaining Your RIM Program with a RIM Playbook

1/18/2024 - ARMA Oklahoma, IG Education and Leadership

1/18/2024 - ARMA Liberty Bell, Law Firm Information Governance – What are YOUR Resolutions for 2024?

1/18/2024 - ARMA Utah, Tour of Arctic Wolf Data Center

1/18/2024 - Gimmal, Privacy, Please! Keeping Up with Data Protection Laws

1/18/2024 - IAPP and OneTrust, Let's do it live: Role-playing a GenAI project risk assessment

1/20/2024 - ARMA Golden State, Sharks, Ducks, and ARMA, oh my! 

1/22/2024 - IAPP, Data Privacy Day and 2024 Predictions

1/23/2024 - ARMA Mile High Denver, Five Ways You Need to Upgrade Your Records Program When Transitioning from Paper to Digital

1/23/2024 - ARMA Dallas, Demystifying AI and ML

1/23/2024 - IAPP and BigID, Regulation radar: A guide to today’s US data privacy laws (members only)

1/24/2024 - ARMA Calgary, Implementing Records Management with Microsoft Purview

1/24/2024 - ARMA Madison, Out-of-the-Box Disposition in Microsoft Purview with Cadence Solutions

1/24/2024 - ARMA Houston, Finding the Data Enablement Sweet Spot

1/24/2024 - ARMA New Jersey, Designing Effective Training: A Personalized Approach to RIM/IG Training and Program Awareness

1/24/2024 - IMCanadaConnect, Where Worlds Collide - Privacy Impact

1/24/2024 - IAPP and Exterro, Mastering data inventories: Strategic privacy compliance and data governance

1/25/2024 - ARMA Jacksonville, The Reality of Cybersecurity: A Case Study

1/25/2024 - Dave & Dave Present: The ECM Innovation Dilemma

1/25/2024 - ACMP, Introduction to Agile Change (members only)

1/25/2024 - Global Privacy Day LIVE, virtual

1/26/2024 - IAPP and Workday, Prioritizing Privacy to Bolster Trust in Innovation (members only)

1/26/2024 - 2024 Privacy Everywhere Conference, Urbana, IL and online

1/29-2/1/2024 - ALM and Law.com Legal Week, New York City, NY 

1/30/2024 - Atlanta ARMA, How to Motivate Employees to Stop Hoarding Documents

1/30/2024 - AIIM+, Understanding 8180: A Closer Look at DoD's Vision of ERM (members only)

1/30/2024 - IAPP and OneTrust, Data Privacy Day: How privacy champions can build a privacy-centric culture (members only)

1/30/2024 - IAPP New Jersey, 2024 Privacy Perspectives

1/30/2024 - Zasio, Virtual Coffee with Consulting: Identifying and Breaking Down Privacy Requirements for Your Program

1/31/2024 - ARMA New England, Introduction to Internships

1/31/2024 - AIIM and Box, Protecting Your Content in an AI-powered World

1/31/2024 - IRMS and Objective, PII Uncovered: Methods for Identifying and Managing Personal Information

1/31/2024 - Privado, Bridge 2024: A Technical Privacy Summit

1/31/2024 - IAPP and Securiti, Mastering the art of AI governance to unlock generative AI innovation (members only)

1/31/2024 - OneTrust, Data Privacy Day 2024: Reflecting on the past year and anticipating the next

2/1/2024 - NAGARA, Archiving the Asylum....

2/1/2024 - Contoural, Creating an AI Governance Program (It’s Go-Time)

2/2/2024 - Austin ARMA, Seminar - Records Ringleaders: Leading the Circus of Records and Data Management

2/7/2024 - ACMP UK, Changing Change Management: Are You Sure You are Solving the Right Problem?

2/13/2024 - ARMA Chicago, Trends in Information Governance and Risk Management

2/13/2024 - ARMA Chattanooga, How to Conduct a Business and Technical Assessment for an Information Management Initiative

2/13/2024 - AIIM+ and Infotechtion, M365: Meeting the Challenge - Proving Microsoft Purview through a Proof of Concept (members only)

2/15/2024 - IAPP and Osano, Demystifying data mapping: Why it matters and how to do it well

2/15/2024 - ARMA, Global Information Governance Day: Empowering Digital Transformation through Effective Information Governance

2/19-23/2024 - TDWI Transform 2024, Las Vegas, NV 

2/21-23/2024 - ARMA Florida Sunshine Conference, Orlando, FL

2/26-29/2024 - New Zealand Digital Workplace Conference, Christchurch, NZ 

2/26-29/2024 - IAPP Data Protection Intensive: UK 2024, London, UK

2/29-3/2/2024 - ACMP Change San Diego, San Diego, CA

3/5/2024 - ARMA Metro NYC-LI, CONFIRM.NYC, New York City, NY

3/21/2024 - Info Risk & Governance Summit, New York City, NY

3/25-29/2024 - Enterprise Data World, Orlando, FL 

4/1-4/2024 - IAPP Global Privacy Summit, Washington, DC

4/3-5/2024 - AIIM24, San Antonio, TX

4/3-5/2024 - 2024 i-Sigma Conference & Expo, Nashville, TN

4/8-10/2024 - ARMA InfoNext, Palm Springs, CA

4/9-11/2024 - North American Cloud & Collaboration Summit, Dallas, TX 

4/9-13/2024 - IAC Information Architecture Conference, Seattle, WA 

4/10-11/2024 - Docusign Momentum24, New York City, NY

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see https://informata.blogspot.com/2023/08/im-available-to-speak-at-your-meeting.html; this post also lists a few other speakers who are available and quite good. I published a separate blog post about how to find speakers and what to look for at https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

January 12, 2024

Tracking Your CEUs - and a CEUs Tracker

If you have a formal certification, you know you need to maintain and renew it regularly. Sure, you could retake the test again every X years - but most people don't want to do that, and it's often cheaper to renew via continuing education (CEUs) compared to retaking the test. 

If you have multiple certifications, it becomes even more important to track things because, on the one hand, some events may qualify for more than one certification's CEUs, and on the other hand, some events are likely to be very specific to a particular certification, or to not qualify for every certification you hold. 

Finally, I like keeping my own tracker in case there are any questions when it's time to renew. I can pull up the tracker and see what I did, when I did it, what proof I have, and even when I submitted it. 

Like many certified professionals, I track my CEUs in about as old-fashioned a way as there is: a spreadsheet. I do this on an ongoing basis so I can be confident that I didn't miss anything. I thought I'd share my tracker spreadsheet in case anyone else is interested in using it. I also built a tab called "Instructions" that explains what I put in each tab and why. 

You can view or download my tracker at https://athroconsulting.box.com/shared/static/wbyevgvtyfk4tbcxuyswp0wu3nl6oy7l.xlsx - clicking the link will automatically download the tracker.