August 30, 2018

IAPP opens CFP for Global Privacy Summit 2019

IAPP has announced it has opened its call for presentations to participate in the IAPP Global Privacy Summit 2019, scheduled for April 30 - May 3 in Washington, DC. Proposals are due by October 21, 2018. More details can be found at; that same page also lists open calls for events in London, Toronto, and Singapore.

August 23, 2018

DSF '19 Call for Speakers open

The Document Strategy Forum 2019 Conference has announced its call for speakers for DSF '19, scheduled for May 7-9 in Anaheim, CA. Proposals must be submitted by September 17, 2018. For more details visit .

August 22, 2018

Harmony Sanderson, Miktysh: SharePoint Metadata: What Is It and Why Is It Important?

#aiim19 Call for Speakers is Now Open

AIIM has announced that the call for speakers is open for the AIIM19 Conference, scheduled for March 26-28, 2019 in San Diego, CA. Interested speakers must submit your proposals no later than September 21, 2018 and will be notified of acceptance or not by November. For more details or to submit, visit

REtaking the CIP exam

About once a month I get an inquiry about retaking the CIP exam. It usually goes something like this: "I have heard after you take the CIP exam (and pay for it), even if you fail the exam you can re-take the exam at no additional charge for an unlimited number of times until you pass. Are you able to verify this information?"

I'd love to track down the source of this rumor, because it is categorically untrue.

When we developed CIP, one of the things we looked at in the industry was how other certifications addressed retakes. Some offer free retakes, many offer discounted retakes, and many require candidates to pay the full price of the exam for any subsequent attempts. We opted to follow this last approach. So here's how the retake process works.

If a candidate is unsuccessful on the CIP exam, the candidate must pay the full exam fee to retake it. In addition, the candidate must wait 15 calendar days to reschedule. This is a security feature to help ensure that unscrupulous types can't take the exam repeatedly over a short period and memorize and sell our exam questions to "exam cheat" sites.

If the candidate is unsuccessful again, that candidate will have to pay the exam fee again for each subsequent attempt AND wait an additional 90 calendar days to reschedule.

We make some exceptions to this policy on a case-by-case basis. For example, if a significant technical issue occurs that appears to have impacted a candidate's attempt, I may decide to grant a discounted or free exam retake. But this is very much the exception to the rule. In almost all cases, candidates will have to pay the full exam fee for every attempt.

Questions or comments? Please reach out to me directly at

August 1, 2018

CIP digital badging with Accredible

I'm pleased to announce that we're now offering digital badging for CIPs via Accredible. Every active CIP in good standing will be receiving an email on August 1, 2018 with instructions on how to accept the digital badge, how to share via social or email, how to add to your LinkedIn profile, etc.

These digital badges are verifiable, so you can share the link with your employer to confirm your CIP status. They also expire; the CIP has always required certificants to renew every 3 years, but it will be more obvious in this interface. You can also download your CIP certificate from Accredible.

I hope all CIPs will join me in accepting the badge and sharing it proudly. One of the key ways to increase the value of the CIP is to grow the CIP community, and a great way to do that is to promote it so your colleagues and peers see it and can get a sense of how you earned it.

If you have passed the CIP exam, but do not receive this email, first, check your spam and Clutter folders! Next, check the list of active CIPs on the AIIM website. We update this every two weeks, so if you just got the CIP, it might not be there. But if it's been more than 3 years since you got the CIP, you may have lapsed. I can help you with reinstatement - ping me at

Again, we hope that this is one more way that we can provide value to you as a CIP. If you have any questions, need a name change, etc. please contact me directly at

July 31, 2018

Taking the Online Proctored (OLP) CIP Exam

Extremely short version of this post: The online proctored exam is a proctored exam. Don't do anything during the exam that you wouldn't do at a test center.

As I mentioned in a previous post, CIP candidates now have the option of taking the CIP exam using an online proctored (OLP) model. I won't rehash the details of that here; instead, I want to provide some guidance for the actual exam experience.

Preparing your computer for the exam
Once you register for the OLP exam, you have the option to set up your biometric profile and install the Kryterion Sentinel software. The biometric profile consists of taking a picture of you, and a keystroke biometric exercise.

We strongly recommend that you do this at least one day in advance - and so does the registration email you receive from Kryterion. This way, if you have any technical issues such as your webcam or microphone not being compatible, or your computer being too locked down to install the Sentinel software, you can identify and resolve them prior to the scheduled exam.

Kryterion has a guide for preparing for your exam, which you can find at You can also check your technical readiness at

The day of the exam
The exam is a scheduled exam, just like the one you'd take at a test center. If you are late or miss your scheduled start time, you may have to pay a rescheduling fee of $50, or even pay for a new exam fee in certain cases.

If you haven't already installed Sentinel and done your biometric profile, you should do this well in advance of your scheduled test time so you don't run into any issues at the scheduled time and need to reschedule (and pay the rescheduling fee).

At the time of your scheduled appointment, log into and you should see a screen that looks like this:

If you don't see the yellow Launch button, or you just see a question mark, it may be because it's too early. The launch window is open from 10 minutes before your appointment to 20 minutes after for a total of a 30-minute window for you to start the exam.

During the exam
Again, this is a proctored exam. A Kryterion proctor is watching through your webcam, and listening through your microphone, while you take the exam. The proctors are trained to look for behaviors which could tend to compromise the exam. Some of these result in warnings and potentially the suspension of your exam, while others result in immediate termination. Most of these are self-explanatory.

Warning behaviors include:

  • Camera out of position or out of focus. This can also occur if you lean in too close to the camera. 
  • Audio problem
  • Talking, non-test related. If someone yells a question at you about, say, dinner, or the Wilkins case, you'll get a warning. If it keeps happening your exam will be suspended. 
  • Poor lighting
  • Invalid keystroke. Specifically, this is keystrokes like , , , and the like. 
  • Video signal problem
  • Multiple people in view. If your child wanders into view, or a coworker, you'll get a warning (and of course they will have to leave the area). 
  • Inappropriate environment
  • Reading exam aloud. Don't do it. Don't even mouth the questions to yourself. 
  • Leaning out of view. True story: when I took the OLP exam to see for myself, I stared out into space for a few seconds. I got a warning. Don't do it. 
All of these can lead to a suspension of the exam. Most will give you a warning first. If your exam is suspended, contact me or AIIM (, and we can get you un-suspended depending on the circumstances. Typically only available between 8 am and 8 pm Eastern time. 
Termination behaviors include: 

  • Leaving the area
  • Unauthorized test aid usage
  • Talking about the exam
  • Test item theft
Termination behaviors will result in the immediate termination of your exam. These are behaviors that tend to compromise the security of the exam and cause damage to the CIP program as a whole. At our discretion, we may: 
  • Let you retake the test, subject to a rescheduling fee
  • Let you retake the test, but make you pay the full fee to offset the time we spend investigating the behavior
  • Prohibit you from retaking the test for some time - including permanently.
Most of this boils down to: 
  1. Schedule the exam when it's convenient and keep the appointment. 
  2. At the appointed test time, make sure you've used the bathroom, you have a 2-hour window with no interruptions, and you're not in view or audio of anyone else. 
  3. Once you start the test, don't talk/mouth, keep your eyes on the screen, don't try to write anything down, and focus on the questions. If you're prepared, you'll do well. 
Please feel free to contact me at if you have any questions about the online proctored exam process. Good luck!

July 19, 2018

July 12, 2018

CIP exam now available in online proctored format

Update: I've moved this blog post to AIIM's Digital Landfill blog so that it gets much more traction. The short version: You can take the CIP exam in an online proctored format. You have to meet Kryterion's technical requirements including a webcam and microphone, but it's the same proctoring process and the same cost.

To sign up for a proctored exam, go to and select the Online option. Ping me at with any questions.

July 3, 2018

New podcast interview with 3 AIIM CIPs

Kevin Craine has just posted his latest AIIM on Air podcast, featuring interviews with 3 CIPs: Andrew Pery, Ed Steenhoek, and Gerry Guilbeault. You can find the podcast episode at To access the entire podcast series, visit

July 2, 2018

CIP Today - June 2018

Editor's Note
Ah, summertime. The AIIM18 conference has come and gone - and was an amazing success. Our thoughts turn to vacation, recreation, and a chance to recharge.

For my part, I'm thinking about CIP. Yes, I'm a geek. But as a CIP myself, I want to make sure that it is relevant to you, your colleagues, and your employer. That means it's time to start thinking about CIP v3, which we want to go live in Summer 2019.

It means it's time to think more about how CIPs can benefit even more from the AIIM conference, which returns to San Diego next March.

And it means it's time to update the CIP value proposition so we can make sure the value CIP provides can be communicated effectively. How can we make the website more useful to candidates as well as to CIPs? What types of statistics can we develop for different audiences - say, the vendor community, or veterans, or particular industry verticals?

I'd welcome your thoughts on these questions at

Jesse Wilkins, CIP
Director, Certification


New CIP Prep Course Model

We're looking at a new way to provide CIP Prep training. We're still working out some of the details, but it will be a combination of self-paced materials that cover the exam plus a series of instructor-led online training sessions. Those sessions will be focused on exercises and activities to allow students to apply what they've learned. The first course is expected to be delivered in October 2018 - watch this space for details.

CIP Webinar

We're hosting a webinar on July 12 at 11:00 Eastern that will outline the CIP value proposition and the mechanics of how to become a CIP. If you're already a CIP you will likely know the things we're going to cover, but please consider forwarding this to others in your organization who are interested or unsure.


We've added CIP credits to all of our events, training courses etc. We're also working on adding a list of events that have been preapproved for CIP CEUs to the website. In the meantime, if you're going to an event or you're an event producer, we'd love to preapprove your events as well. You can submit events for preapproval using our web form or by sending an email to

CIPs represent at AIIM18

At the inaugural CIP luncheon, during AIIM18, we announced a few stats we're pretty proud of:

  • 83 attendees took the CIP practice exam in the conference app
  • 33 candidates became CIPs at the onsite proctored exam
  • 116 CIPs were in attendance at AIIM18, including 18 speakers and 14 AIIM Board or staff members
  • More than 70 CIPs showed up for the annual photo
  • Our 1,500th CIP passed the exam at conference!

Next year we want to make AIIM19 even more relevant to CIPs. So our question to you: What else would you like to see at conference that would make it a compelling, no-brainer, "Shut up and take my money!" kind of event for you? Ping me at

New Emerging Technologies course

We're pleased to announce the availability of a new online course on emerging technologies. The course provides a thorough introduction to artificial intelligence and machine learning; the cloud; blockchain; and robotic process automation. We previewed this course at AIIM18, but it is now live and valid for 4.0 CIP CEUs if you take the entire course.

AIIM19 - Save the Date!

As noted above, AIIM18 was an enormous success, particularly for all the CIPs represented. We'd love to see you again in San Diego next year, and if you missed San Antonio, you really don't want to miss San Diego. AIIM19 is scheduled for March 26-28, 2019 in San Diego, CA. We plan to make AIIM19 even better than the amazing AIIM18 experience! The conference website is once again at Updates will start taking place in July, with information on early bird registration rates, precons, etc. Hope to see you there. :)

Upcoming CEU Opportunities

Just a reminder that all CIPs have to complete 45 hours of continuing education every three years in order to remain certified. Here are some upcoming AIIM events you might wish to consider:

For a complete and current list including locations, details, and registration, click here. All AIIM courses are available in an online, self-paced format as well. CEUs vary by the length of the course - visit for details.

AIIM's webinars are generally worth 1.0 CEU each. Here's a list of the webinars we have coming up.

Private Courses

We also offer private courses. These can be the standard course, or can include modules from different courses or even customization including specific legal requirements or even vendor content. You provide the venue and the A/V, we provide the materials and an experienced and accredited trainer. We generally charge a flat per-day fee plus travel expenses, so if you have more than about 6 people, you can save money with this model as well as ensure that the content exactly meets your needs. The best part? These courses also count for CIP CEUs. You can find more information on AIIM's Private Courses here or you can contact me at

Share Your Story

As a CIP, I want to know what you're doing and how you're doing it. If you have a story to share, an article you think would be of interest to other CIPs, or even just want to tell your CIP story, send me a note at I can help you write it if needed, and we'll make sure it gets in the next newsletter.

Key POCs

You have questions? We have answers. Here's where to get AIIM-related information:

  • For questions about your CIP status, CEU status, or general questions about CIP - Me!
  • For questions about AIIM training - Maureen Hearn,
To register for AIIM training:
Oscar Berg, CMSWire: The Digital Workplace Is Not an IT Project

June 18, 2018

Benjamin Niaulin and Christian Buckley on the Sharegate blog, 10 Things to Think About When Moving to Office 365. Spoiler: Most of them aren't really tech issues.

May 25, 2018

Blockchain vs. GDPR

I've seen a number of articles pop up on Twitter today noting that there is, at least on the surface, some tension between GDPR and particularly the "right to be forgotten" and blockchain, which is based on immutability and decentralization. Here are some examples; Googling "blockchain GDPR" will find you a ton more.

Legaltech News: Why Blockchain Poses an Unusual Challenge for GDPR Compliance
The Ledger: The Blockchain-GDPR Paradox
Computerworld: Will blockchain run afoul of GDPR? (Yes and no)
IAPP: Blockchain technology is on a collision course with EU privacy law

It's a truism that the law cannot keep up with technology, but it will be fascinating to see how this plays out. Aside: The cynic in me is waiting for the first press release announcing a blockchain-based GDPR-compliant something-or-other solution that stores personal data in the blockchain.

April 19, 2018

Misconceptions about the CIP

Recently I've had a number of people ask a variety of questions about how one goes about getting the CIP. I thought I'd answer those questions here in the interest of clearing up any uncertainty.

The CIP is a formal certification. There are many, many differences between a certificate program, such as AIIM's training programs, and a formal certification. This is a much longer discussion beyond the scope of this post, but there is one that directly applies.

Many certificate programs that offer an assessment make it available in a non-proctored, and frequently online, format. Certification program assessments are proctored as a rule, and while there are a number of ways to conduct the assessment, there is nevertheless a more formalized structure to them.

The only way to get the CIP is to pass the formal certification exam. There are two ways we deliver the exam. First, candidates can schedule an exam at any Kryterion test center around the world. On the appointed date/time, the candidate appears, is placed into an exam station, and takes the exam, by him or herself, and with no additional references or study aids.

Second, AIIM can offer the CIP exam in an onsite proctored model. A group of people takes the exam in the same room, often at the end of an onsite CIP Prep Workshop, and we also do this at the annual AIIM conference. A human proctor is in the room the entire time to make sure individual candidates complete only their own exam and do not attempt to assist or influence any other candidates' exams.

But that's it. Those are the only two ways to earn the CIP certification and designation. The only exception to this in the history of the CIP program was that we made the decision when CIP was launched to grandfather in about 40 subject matter experts that wrote the initial exam. This is not uncommon - why would you test people on the exam you just trusted them to write? But this only happened for the first CIP exam; when we updated it in 2016, we used only CIPs who had passed the original exam to conduct the update. When we update it again in 2019 we will use the same process.

Common questions/misconceptions about CIP
So here are some of the most common questions I've gotten, and my responses to them.

  • AIIM can just "give" people the CIP. Categorically not true. A very, very small number of AIIM staff have access to the CIP exam platform and it has a very detailed audit trail, with every candidate's attempts and even every question and response for every candidate. We can't fake it - and wouldn't if we could. Even the AIIM staff that have earned the CIP did it in one of those two ways - by going to a Kryterion test center, or by sitting through an onsite proctored exam. Same thing with those on the AIIM Board of Directors that have earned the CIP. 
  • Getting the ERM Master can get you the CIP. There was some confusion around the end of 2015, when there was some concern about the future of CIP. AIIM posted that the CIP had been retired and that all CIPs would be converted to ERM Masters or another AIIM certificate designation of their choice. That decision was rescinded and CIP was updated in 2016, but the misconception still remains - but this is the exact opposite of the misconception.
  • Being a CRM or passing Part 5 can get you the CIP. Similarly, AIIM and the ICRM have a partnership wherein CRM candidates that complete the ERM Master Class can submit that in lieu of their Part 5 exam. So there may be some confusion that ERMM leads to, or grants, CIP - it doesn't, it just counts as 1 of the 6 exams required to receive the CRM. At some future date there might be some reciprocity between CIP and the CRA/CRM, but not at present. 
  • You have to be an AIIM member to get, or maintain, the CIP. Nope - lots of people have earned the CIP who barely know who AIIM is, but thought that the CIP would provide value (they're right!). And there are a ton of benefits to AIIM membership - I think highly enough of them that I maintain my paid membership despite having been on AIIM's staff for over 7 years. But there is no connection between the two other than discounts on the workshop, the exam, and renewal fees. 
  • You have to take the AIIM CIP Prep Course to get the CIP - or - Taking the CIP Prep Course will give you the CIP. Nope and nope. While we offer the CIP prep course, and we'd love to have you take it as part of your preparation, it is absolutely not required. If you do take the course, you need to know that, while it covers everything on the exam, we don't teach to the exam. Rather, we teach the concepts that the exam covers. You also need to know that there's no guarantee that taking the course will ensure you pass the exam. While our results are pretty good historically, ultimately the course is the course and the exam is the exam. 
  • You can take the CIP online. While the Kryterion test platform, Webassessor, is technically delivered through the Web, this is not an online exam in the way that certificate programs often are. You can only access the exam by having it launched by a proctor, either at a Kryterion test center or at an AIIM-delivered onsite proctored exam. 
  • The CIP doesn't expire. False - you have to maintain the CIP every three years, either by completing continuing education or by retesting. Once that date passes, your CIP is lapsed and you should not use or claim it anymore unless you reinstate

Now, here's the Reader's Digest version: The only way to get the CIP is to take a proctored exam. Anyone who has told you otherwise is flat-out wrong - at best.

I welcome any additional questions, thoughts, concerns, or assertions to the contrary at

April 17, 2018

CIP Today Newsletter - March 2018

We're less than three weeks away from The AIIM Conference 2018 in San Antonio, TX and I'm really excited about the agenda this year. We're putting extra focus on the CIP program and all of you as individual CIPs during the event. Here are just some of the highlights:

  • 12.5 CIP CEUs for conference, and 6.5 more if you attend a precon workshop
  • The CIP precon on April 10
  • The CIP exam on April 11
  • The exclusive CIP-only luncheon on April 11, right after the exam. This is also where you will get your exclusive CIP T-shirt!
  • The annual CIP photo
  • Lots of great speakers, many of whom are CIPs as well
  • And lots of opportunities to network with your fellow CIPs and the other attendees.

With the event just around the corner, you need to act soon if you're going to join us in San Antonio. We'd love to have you. Visit for more details.

I hope that you will find this newsletter valuable, and I welcome your thoughts, comments, and submissions at

Jesse Wilkins, CIP
Director, Professional Development

We're Looking For A Few Good...Stories!

One of the things that helps to build the value of CIP is to share stories and case studies. I'm looking for a few good examples of what the CIP has meant to you and your organization. For example, one CIP recently shared with us that "Our technology world is rapidly changing, and companies are requiring that our skills span multiple dimensions. To compliment my technical skill set, the AIIM Certified Information Professional was my certification of choice. Due to its high recognition in the EIM world, it helped me launch my career. I'm proud to say I have accepted a great opportunity with a great company." That's pretty powerful.

So how has CIP helped you - have you gotten a promotion, a raise, or a new job or new responsibilities? If you're a solution provider or consultant, has it helped you develop new business? We'd like to share your name and company if at all possible; if your company isn't willing to do so, we can refer to it generally, e.g. "A large North American bank". But the more of these stories, and interviews, and case studies we can get, the greater the impact on the CIP program as a whole. Please reach out to me at if you are interested.


CIP Reinstatement:
As with other formal certifications, in order to maintain your CIP status, you must either retest every three years or complete 45 hours of continuing education credits. But sometimes stuff comes up, or you forget the renewal date, and you end up letting your status lapse. Until now the only way to reinstate your CIP status was to retake the exam.

After a lot of research and discussion, both internally and with a few current (and former!) CIPs, we've developed a reinstatement process that we think is fair, that underscores the value of the CIP, and that stresses the importance of maintaining the CIP over time. I wrote about it at length, but here are the highlights:

  • You must reinstate within one (1) calendar year of lapsing.
  • You must submit 45 CEUs and pay the reinstatement fee of $200.
Because we've just introduced the reinstatement program, we are allowing CIPs to reinstate regardless of how long it's been. This is a one-time grace period; in order to take advantage of this you must reinstate by April 10, 2018. Once that date passes, you will have to reinstate within one calendar year or else retake the exam.

If you're not sure whether your status is still current or not, we maintain the updated list of active CIPs at If your name is not on the list, your status has lapsed. If you think your name was removed from the list in error, please contact me directly at and I'll investigate.

New Modern Records Management Master Class:
In February, we completed the development and launch of the Modern Records Management Master Class. This is complementary to, and includes, the MRM Specialist content we announced in the previous newsletter.

The course differs substantially from the ERM course in three main areas. First, we've removed a lot of the "RM 101"-type content. That content will be made available at some point, probably as a quick study course. Second, we've added a ton of in-depth content on digital recordkeeping including specific processes for how to conduct a systems and information inventory and how to conduct a file share cleanup. And most importantly, every module includes some focus on records management as a business enabler, with content that will help records managers get a seat at the table by showing how effective records management supports the goals of the organization.

The MRM Master Class is worth 26.0 CIP CEUs; for students who have already taken the MRM Specialist, you can elect to take just the Master content at a discount and earn 13.0 CEUs.

More information about this course is available at

You can find more information about all of our courses, all of which are approved for CEUs, at

The AIIM Community:
If you haven't been to the AIIM Community recently, you don't know what you're missing! Every day brings new questions and discussions that could be directly relevant to what you're doing. The Community includes an Open Forum, groups for individual chapters, and five specialist interest groups:

  • ECM - Peer to Peer Advice
  • GDPR - Peer to Peer Advice
  • U.S. Federal Government
  • Oil & Gas
  • Women in Information Management

Anyone can read the posts, but you have to be a member to post something yourself. This is just one of the great benefits of being an AIIM member. The Community is available at

From the CIP:

Five Things that Well Written IM/IT Policies Avoid
by Lewis Eisen, CIP
Well-written administrative policies are clear, concise, and respectful to the people they govern. IM/IT policies are no exception.

The written policies of many organizations fall far short of that goal, however. They are overly long, ambiguous or confusing, and written as if angry parents were talking to bad children. It should come as no surprise in those cases that the organization spends an inordinate amount of time dealing with compliance problems.

There are five things that well written IM/IT policies avoid. [Continue reading.]

Why Do We Need Standards?
by Betsy Fanning, CIP
Standards reduce risks the organization may have when implementing technologies because they are developed by subject experts who collaborate to document the best way to implement or utilize a technology or improve a process. When you use a standard, you can be certain it has been tested which will provide a high level of reliability in its use. [Continue reading.]

CIP, the Lingua Franca of ECM
by Marko Silanpaa, CIP
To me, one the biggest value of the Certified Information Professional program is as common language for Enterprise Content Management. The lack of this common vocabulary easily costs tens of thousands of dollars to vendors and can add months to the vendor selection cycle for end users. [Continue reading.]

Share Your Story
As a CIP, I want to know what you're doing and how you're doing it. If you have a story to share, an article you think would be of interest to other CIPs, or even just want to tell your CIP story, send me a note at I can help you write it if needed, and we'll make sure it gets in the next newsletter.

Upcoming CEU Opportunities
Just a reminder that all CIPs have to complete 45 hours of continuing education every three years in order to remain certified. Here are some upcoming AIIM events you might wish to consider:

And non-AIIM events are OK too, as long as they are educational in nature and address at least one topic on the CIP. Vendor demos/presentations/sessions as well. Questions? Ping me at

Key POCs

You have questions? We have answers. Here's where to get AIIM-related information:

For questions about your CIP status, CEU status, or general questions about CIP - Me!

For questions about AIIM training - Maureen Hearn,

To register for AIIM training:

US/areas outside of Europe: Michelle Clark,
Europe: Angela Hymas,
For questions about Professional membership – Jessica Lombardo,

March 1, 2018

Laurence Hart, CMSWire: What Data Will You Feed Your Artificial Intelligence?

ARMA IGBOK Available

ARMA has announced that the first release of the Information Governance Body of Knowledge, IGBOK: The Foundation, is now generally available. It is free for members and $105 for non-members. Details and access to the IGBOK are available at

February 21, 2018

ARMA Canada releases Winter 2018 edition of Sargesse. Lots of good stuff in this newsletter, particularly a lengthy treatment of CAN/CGSB 72.34-2017, Electronic Records as Documentary Evidence.

February 14, 2018

InfoGov18 Call for Speakers

Information Coalition has opened its call for speakers for InfoGov18, scheduled for Sept 25-28, 2018 in Providence, RI. The deadline to submit is March 31, 2018. More details and the submission form can be found at

February 6, 2018

New CIP Reinstatement Program

The CIP has been active now for more than six years. In that time we've seen nearly 1,500 people pass the exam and every year has seen stronger growth than the year before.

Like all formal certifications, the CIP requires continuing education to maintain it. Technology changes fast, and so do processes and best practices, and the CIP needs to keep up with those changes.

But sometimes life happens. Things come up. CIPs decide not to renew for whatever reason...and then change their minds. Sometimes it's as simple as overlooking the need for recertification - or forgetting the exact date by which it needs to be completed.

For our part, we weren't as helpful as we could have been in ensuring that all CIPs were fully aware of the need to recertify and the deadlines for doing so. We recognized this last year and introduced automated workflows that send periodic reminders to CIPs about renewing. You should be getting these about every 6 months, until you have 6 months left, at which point we start getting serious with the nagging.

But that still leaves a question - what about everyone who lapsed, for whatever reason, and how do they reinstate their CIP status? One answer is to take the test again. But that's expensive, and requires you to go to a test center, and schedule around it, and some people have test anxiety, etc.

So we started thinking about the possibility of reinstatement. We did some research and found that most certifications, including some of the most highly-recognized and -valued certifications like the Project Management Institute's PMP and the International Association of Privacy Professionals' CIPP, offer a reinstatement process. The details vary, but almost all of them recognize that sometimes stuff happens.

After a lot of research and discussion, both internally and with a few current (and former!) CIPs, we've developed a reinstatement process that we think is fair, that underscores the value of the CIP, and that stresses the importance of maintaining the CIP over time. Here are the details, which are also available on the CIP reinstatement page at (link).

1. You can only reinstate within one (1) year of the expiration of your CIP status. Beyond that, you will have to take the then-current exam at the then-current fee.

2. You have to submit 45 hours of continuing education credits. This is the same as for maintaining your CIP. As we note in my CEU blog post, these can be AIIM events and webinars, or ARMA, or IAPP, or ACEDS, or any other sponsor, or even vendor events provided they are a) educational and b) relate to a specific CIP topic or to the broader field of information management.

3. You have to pay a one-time reinstatement fee of $200. This includes the maintenance fee for the new 3-year period, which is currently $135 for AIIM Professional Members and $150 for non-members.

4. Once you submit the reinstatement fee and CEUs, we'll process the reinstatement application. Assuming everything is good, you'll once again be a CIP in good standing, subject to current maintenance requirements.Your new renewal date will be three (3) years from the date of reinstatement.

As part of the launch of this reinstatement process, we are doing a 1-time reinstatement period good for ANY lapsed CIPs all the way back to 2011. To take advantage of this you MUST reinstate by April 10, 2018. Any CIPs lapsed after that date will be limited to 1 calendar year, after which you will have to take the test again in order to reinstate your CIP status.

We hope that this reinstatement process will encourage lapsed CIPs to come back into the fold. We have a lot of exciting stuff happening for the CIP program in 2018 and we want to encourage everyone who's passed the CIP exam to be a part of it.

You can find the forms and payment information at

If you have any thoughts or questions, please contact me directly at

February 2, 2018

ARMA Live! 2018 Call for Speakers Open

ARMA has announced its call for speakers for ARMA Live! 2018, scheduled for Oct 22-24 in Anaheim, CA. Proposals must be submitted by Mar 2, 2018. Speakers do not get a complimentary registration, but do receive a $500 discount to the conference registration fee.

More information on the submission process is available at

Updated speaking/teaching schedule - Feb-Jun 2018

Here's a snapshot of what I'm up to through Q2 2018.

Feb 27 - Mar 2: public CIP Prep workshop in Silver Spring, MD

Mar 5-9: potential private Modern Records Management courses in Canada (TBC)
Mar 20-23: ECM Master Class in Silver Spring, MD

April 10-13: AIIM18 conference, San Antonio, TX
April 24: ARMA Mile Hi Denver Spring Seminar, Denver, CO

May 2: ARMA Madison Spring Seminar, Madison, WI
May 6-9: The MER 2018 Annual Conference, Chicago, IL
May 15-18: Modern Records Management Master Class in Silver Spring, MD

Jun 5-8: BPM Master Class in Silver Spring, MD
Jun 19-22: Implementing Information Management on SharePoint Master Class in Denver, CO

For details on any of these, visit the links or ping me at