January 31, 2023

Upcoming Industry Meetings and Webinars, February 1-28, 2023

Here are the webinars and local events I'm aware of for February 1 - 28, 2023. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

2/1/2023 - ARMA Baton Rouge/Lafayette, The Sedona Conference Commentary on Information Governance, 2nd Edition

2/2/2023 - ARMA Triangle, Avast Matey: Creating a Data Map You Will Treasure

2/2/2023 - ARMA Boise Valley, Cybersecurity – The Mile-High View for Records and Information Management Professionals

2/2/2023 - ARMA Seattle, Limited by Resources? Learn to Scale Programming with Different Technologies

2/2/2023 - NAGARA, Text Messages as Records: Cross Team Collaboration on Policy Considerations

2/2/2023 - IAPP, IAPP-EY Annual Privacy Governance Report 2022

2/2/2023 - IAPP, Privacy Around the Globe: United Kingdom

2/3/2023 - Austin ARMA, Annual Seminar: RIM Crossroads

2/7/2023 - MER Sapient and Contoural, Step-by-step Guide Moving from File Shares to M365

2/7/2023 - AIIM+, Records Managers Coffee & Conversation, Host a RIIM Workshop for Your Organization (members only)

2/8/2023 - ARMA New England, Diversity, Equity, & Inclusion in RIM/IG

2/8/2023 - ARMA Metro Maryland, Digital Transformation: 7 Ways To Bring Value As A RIM/IG Professional - Beyond The Pandemic

2/8/2023 - ARMA Puget Sound, Cleaning Up the Archives

2/8/2023 - AIIM and Contoural, How to Align Data Retention & Privacy Requirements in One Schedule

2/9/2023 - ARMA and Access, Unlocking the Value of Document Scanning

2/8/2023 - IRMS, Microsoft 365 Recent Changes and Upcoming Features

2/9/2023 - MER Sapient and Shinydocs, Bringing Structured and Unstructured Data Teams Together 

2/14/2023 - ARMA Milwaukee, IG + IT = 💖? (Or 😡!) 

2/14/2023 - ARMA Golden State, Information Privacy - Status of Legislation

2/14/2023 - ARMA Chicago, Overlap to Optimize

2/14/2023 - Twin Cities ARMA, The Impact of Data Protection Laws on your Records Retention Schedule

2/14/2023 - ARMA Northeast Ohio, IG and Cybersecurity. Contact Eileen Cook at eileencook@westfield-bank.com for an invitation. 

2/14/2023 - ARMA Mile Hi Denver, Develop Your Own Tools to Provide RM Solutions to Your Organization

2/14/2023 - ARMA Greater Chattanooga, Building Your RIM Program with a RIM Playbook

2/14/2023 - ARMA Dallas, Everything Etiquette

2/14/2023 - AIIM+ Meeting the Challenge, M365: Don't Break Up with M365 Too Soon (members only)

2/14/2023 - IAPP, Five ways to build a bulletproof PBD program with your security partners (members only)

2/15/2023 - ARMA Nebraska, Whodunit? Conducting a Records Audit

2/15/2023 - ARMA NCR, The Employee Experience of Records Management

2/15/2023 - Contoural, Five Stages of Privacy Program Development from Denial Through Frustration and Getting to Compliant Execution

2/15/2023 - RIMPA Global, Adding Value Through New Strategic Directions

2/16/2023 - ARMA St. Louis, Protecting and Securing Content within Microsoft 365

2/16/2023 - ARMA Arizona, Considerations for Treating Data as an Asset in Transactions

2/16/2023 - ARMA Detroit and ARMA Mid-Michigan, Archiving War: Lessons from Iraq

2/16/2023 - ARMA Metro NYC, How to Privacy-enable Your Records Retention Schedule

2/16/2023 - ARMA Liberty Bell, Enterprise eContent Strategy

2/16/2023 - ARMA Utah, Are You Certified?

2/16/2023 - AIIM+ Meeting the Challenge, Canadian Privacy & Protection Act (members only)

2/16/2023 - InfoAdvocates, InfoGov Day 2023

2/17/2023 - ARMA San Antonio, Annual Seminar 2023

2/17/2023 - TeachPrivacy, Privacy in 2023: New Developments

2/21/2023 - ARMA Atlanta, The Convergence of Information Governance, Data Privacy & E-Discovery

2/21/2023 - RIMPA Global, Fusing the Power of Information and People

2/22/2023 - ARMA Florida, Sunshine Conference

2/22/2023 - AIIM, Infosource Software and ISIS Papyrus, Enabling End-to-End Business Process Automation: IDP Does The Heavy Lifting

2/22/2023 - IRMS, Info Rights, A Post COVID Info Rights World

2/22/2023 - IAPP, State attorneys general on privacy in 2023 and what your business needs to know (members only)

2/23/2023 - ARMA Houston, US Secret Service Cybersecurity Seminar: Awareness and Practical Information to Protect Your Organziation

2/23/2023 - AIIM+ AMA: Creating the Paperless Office on a Budget (members only)

2/23/2023 - IAPP, Privacy Operations Management Virtual Roundtable

2/24/2023 - NAGARA, 2023 Winter Online Forum

2/24/2023 - RIMPA Global, Bringing the R back in ARANZ and RIMPA

2/28/2023 - AIIM+ Meeting the Challenge, Data Literacy (members only)

2/28/2023 - Hanzo, Best practices for Slack / Teams from IG through Litigation

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/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 http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

January 16, 2023

Speaking Schedule Update, Jan 2023

Just a quick note to share all my confirmed and potential speaking engagements for the next few months. 

As I wrote here, I'm available to speak at your local chapter webinar or event, and for non-profits, I'm not charging any speaking fees through the end of the current chapter year, June 30, 2023. I do charge travel for in-person events, but I'm a pretty cheap date. If you're interested, reach out to me at jesse.wilkins@athroconsulting.com


January 15, 2023

Upcoming Industry Meetings and Webinars, January 16 - February 15, 2023

Here are the webinars and local events I'm aware of for January 16 - February 15, 2023. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

1/17/2023 - ARMA Milwaukee, Modernizing Your Data Retention

1/17/2023 - ARMA Mile High Denver, Building and Sustaining Your RIM Program with a RIM Playbook

1/17/2023 - AIIM+, Meeting the Challenge: Data Literacy (members only)

1/17/2023 - ARMA Central Missouri, What's New and What's Coming for Records Management in Microsoft. Email Lori Grothoff - lgrothoff@orscheln.com for a meeting invitation. 

1/17/2023 - IAPP and Cisco, Privacy in the World of Hybrid Work: Solving the Cloud Challenge

1/17/2023 - ARMA Hawai'i, Let's Dive Venn - Overlap to Optimize

1/18/2023 - ARMA Nebraska, Unstructured Data Management Suspense

1/18/2023 - ARMA Southern California Inland Empire, GIS Data 

1/18/2023 - ARMA New Jersey, ARMA New England, ARMA Metro NYC-LI, ARMA Upstate New York, ARMA Liberty Bell, Smartphones, Cloud Computing, Mobile Devices, and Ephemeral Storage: How to Prepare Your Organization for the Risks Arising from Different Emerging Technologies

1/18/2023 - ARMA Pittsburgh, Establishing a Records Management Audit Program

1/18/2023 - ARMA Vancouver, Taking a Journey Through Our Information Universe

1/18/2023 - WesternIM, Learn With Us - Do We Really Need a Policy?

1/18/2023 - Contoural, How to Protect Data Under Legal Hold When Applying Automatic Disposition 

1/18/2023 - IAPP and Palo Alto Networks Unit 42, Cyber New Year's Resolutions: Predictions and Best Practices for Risk Management (members only)

1/19/2023 - ARMA Liberty Bell, The Intersection between Privacy and IG

1/19/2023 - ARMA St. Louis, Archive Cleanup: Ending 20 Years of Status Quo

1/19/2023 - ARMA Detroit, Litigation Holds 101 - What, Why, When, How...

1/19/2023 - ARMA Arizona, Awesome on Your Own Terms: Bypassing burnout & banishing the lie of work/life balance

1/19/2023 - ARMA New England, AI and Machine Learning: How to Apply to RIM

1/19/2023 - ARMA Greater Columbus, We Want to Hear You...And Free Lunch

1/19/2023 - ARMA Metro NYC-LI, Social & Networking Event

1/19/2023 - ARMA Winnipeg, A Brief History of Records

1/19/2023 - ARMA Houston, Winter Social

1/19/2023 - ARMA Utah, Confusing Policies? Come Learn to Improve Them! 

1/19/2023 - Access, The 4 C's of Information Management: Collaborating in the Work from Anywhere World

1/23/2023 - IAPP, Legal and Marketing: Practical Tips to Work Together to be Privacy Centric

1/24/2023 - ARMA San Antonio, IGIM v2.0 and IG ISO 24143:2022

1/24/2023 - MER Sapient and Preservica, 300+ Pros Weigh-in: The State of Play of Long-Term Records in Microsoft 365  

1/24/2023 - Practicing Law Institute and Contoural, Creating a Compliant Privacy Data Retention Policy That Avoids Conflicts and Is Easier to Execute (members only)

1/24/2023 - AIIM+ Connect, Investing in Yourself in 2023 (members only)

1/24/2023 - IAPP and DataGrail, CPRA is Here. Now What? (members only)

1/24/2023 - Contoural and Practising Law Institute, Creating a Compliant Privacy Data Retention Policy That Avoids Conflicts and Is Easier to Execute

1/25/2023 - Meru Data, Educating Internal Stakeholders and Setting Expectations

1/25/2023 - AIIM and Cadence Solutions, Maximizing Templates, eSignatures, and Automated Reminders

1/25/2023 - Austin ARMA, RIM 101 Workshop

1/25/2023 - Austin ARMA, Taking a Journey Through Our Information Universe

1/25/2023 - IAPP and Ketch: Happy New (Privacy) Year! Odia Kagan on what to expect in 2023 data privacy (members only)

1/25/2023 - OCEG and ServiceNow, Preparing for Improvement in Data Privacy

1/25/2023 - ARMA Northern Virginia, ARMA Greater Washington DC, ARMA Metro Maryland, Joint Chapter Social

1/26/2023 - ARMA Toronto, Virtual Social

1/26/2023 - ARMA Jacksonville, Information Governance: Keep Your Information Assets from Turning Into Liabilities

1/26/2023 - AIIM+, It's About Dang Time! Simplifying Event-Based Retention (members only)

1/26/2023 - MER Sapient and Contoural, How to Protect Data Under Legal Hold When Applying Automatic Disposition

1/26/2023 - Iron Mountain, Global Recession: Impact on RIM & IG

1/31/2023 - ARMA Northern Colorado, Alphabet Soup of Regulations. Contact Vicki Lucero at lucerovv@co.larimer.co.us to register. 

1/31/2023 - ARMA and Leadership Through Data, M365 Audit and Investigation

1/31/2023 - IAPP and RadarFirst, Privacy Incident Management Simplified (members only)

2/1/2023 - ARMA Baton Rouge/Lafayette, The Sedona Conference Commentary on Information Governance, 2nd Edition

2/2/2023 - ARMA Triangle, Avast Matey: Creating a Data Map You Will Treasure

2/2/2023 - NAGARA, Text Messages as Records: Cross Team Collaboration on Policy Considerations

2/3/2023 - Austin ARMA, Annual Seminar: RIM Crossroads

2/7/2023 - Contoural, Step-by-step Guide Moving from File Shares to M365

2/8/2023 - ARMA New England, Diversity, Equity, & Inclusion in RIM/IG

2/8/2023 - ARMA Chattanooga, IG and Privacy Management. Send email to scotty_swafford@bcbst.com for an invitation. 

2/8/2023 - ARMA Puget Sound, Cleaning Up the Archives

2/14/2023 - ARMA Milwaukee, IG + IT = (Heart)? (Or Scowl!) 

2/14/2023 - ARMA Golden State, Information Privacy - Status of Legislation

2/14/2023 - ARMA Chicago, Overlap to Optimize

2/14/2023 - Twin Cities ARMA, The Impact of Data Protection Laws on your Records Retention Schedule

2/14/2023 - ARMA Northeast Ohio, IG and Cybersecurity. Contact Eileen Cook, eileencook@westfield-bank.com, for an invitation. 

2/15/2023 - ARMA Nebraska, Whodunit? Conducting a Records Audit

2/15/2023 - Contoural, Five Stages of Privacy Program Development from Denial Through Frustration and Getting to Compliant Execution

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/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 http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html.

January 9, 2023

The Information Management Menu, December 2022

The December 2022 issue of my IM/IG/RM-y newsletter, The Information Management Menu, is now live at https://mailchi.mp/2b11b4aff2d9/the-information-management-menu-december-2022Highlights include:

  • Calls for participation from the Privacy + Security Forum, AIIM, ARMA, NAGARA, and more
  • My recipe for corn chowder, made with sweet potatoes and bacon! 
  • A couple of blog posts dealing with recertification
  • Eight conferences and industry events through March 2023
The newsletter is free to subscribe, and I'll only ever use your name and email to send it to you. Listing your announcements or events is also free - as long as they are relevant to me and this audience. For more information about The Menu or anything on it, ping me at jesse.wilkins@athroconsulting.com




December 31, 2022

Upcoming Industry Meetings and Webinars, January 1 - 31, 2023

Here are the webinars and local events I'm aware of for January 1 - 31, 2023. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping to get the word out.  

1/5/2023 - AIIM+, Records Managers Coffee & Conversations: Blockchain in Information Management (members only)

1/5/2023 - NAGARA, Charting the Course(s): Records Management Education for Target Audiences

1/5/2023 - ARMA Triangle, The Impact of the Digital Age in Archives

1/10/2023 - ARMA Twin Cities and ARMA North Dakota, Go from Good to Great, from Great to Exceptional

1/10/2023 - ARMA Chicago, Records Policy Writing

1/10/2023 - ARMA Northeast Ohio, Metadata Matters. Please reach out to Eileen Cook eileencook@westfield-bank.com to receive a meeting link/invite.

1/10/2023 - ARMA Dallas, New Year Social and Tour

1/10/2023 - AIIM+, Meeting the Challenge - M365: Sensitivity Labels in Purview (members only)

1/10/2023 - MER Sapient and Contoural, How to Protect Data Under Legal Hold When Applying Automatic Disposition

1/11/2023 - DGPO, Business Value Assessment to Identify Data Governance Priorities

1/11/2023 - AIIM, Social Networks' Impact on Information Management

1/11/2023 - San Diego ARMA, Privacy-enabling Your Retention Schedule

1/11/2023 - ARMA Metro Maryland, How CPSC Prepared for the Pandemic

1/12/2023 - MER Sapient and Shinydocs, The Value of the Current State Assessment of Your Data 

1/12/2023 - ARMA Houston, Holiday Social

1/12/2023 - ARMA Greater Seattle, Taking a Journey Through Our Information Universe

1/12/2023 - IAPP and ObservePoint, Shining a Light on Dark Patterns: Good Marketing vs Consumer Manipulation (members only)

1/17/2023 - ARMA Milwaukee, Modernizing Your Data Retention

1/17/2023 - ARMA Mile High Denver, Building and Sustaining Your RIM Program with a RIM Playbook

1/17/2023 - AIIM+, Meeting the Challenge: Data Literacy (members only)

1/17/2023 - ARMA Central Missouri, What's New and What's Coming for Records Management in Microsoft. For more information, email Lori Grothoff - lgrothoff@orscheln.com

1/17/2023 - IAPP and Cisco, Privacy in the World of Hybrid Work: Solving the Cloud Challenge (members only)

1/18/2023 - ARMA Nebraska, Unstructured Data Management Suspense

1/18/2023 - ARMA Southern California Inland Empire, GIS Data 

1/18/2023 - ARMA New Jersey, Smartphones, Cloud Computing, Mobile Devices, and Ephemeral Storage: How to Prepare Your Organization for the Risks Arising from Different Emerging Technologies

1/18/2023 - Contoural, How to Protect Data Under Legal Hold When Applying Automatic Disposition 

1/19/2023 - ARMA Liberty Bell, The Intersection between Privacy and IG

1/19/2023 - ARMA St. Louis, Archive Cleanup: Ending 20 Years of Status Quo

1/19/2023 - ARMA Detroit, Litigation Holds 101 - What, Why, When, How...

1/19/2023 - ARMA Arizona, Awesome on Your Own Terms: Bypassing burnout & banishing the lie of work/life balance

1/19/2023 - ARMA New England, AI and Machine Learning: How to Apply to RIM

1/19/2023 - ARMA Greater Columbus, We Want to Hear You...And Free Lunch

1/24/2023 - ARMA San Antonio, IGIM v2.0 and IG ISO 24143:2022

1/24/2023 - MER Sapient and Preservica, 300+ Pros Weigh-in: The State of Play of Long-Term Records in Microsoft 365  

1/24/2023 - Practicing Law Institute and Contoural, Creating a Compliant Privacy Data Retention Policy That Avoids Conflicts and Is Easier to Execute (members only)

1/25/2023 - AIIM and Cadence Solutions, Maximizing Templates, eSignatures, and Automated Reminders

1/25/2023 - Austin ARMA, RIM 101 Workshop

1/25/2023 - Austin ARMA, Taking a Journey Through Our Information Universe

1/26/2023 - ARMA Toronto, Virtual Social

1/26/2023 - ARMA Jacksonville, Information Governance: Keep Your Information Assets from Turning Into Liabilities

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/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 http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

December 12, 2022

IGP CEU Opportunities

It's that time of year for many Certified Information Governance Professionals (IGP). Your 60 CEUs need to be submitted by the end of the year, and if you're like many, a) you've procrastinated and still need a few credits and b) you're not sure where to find some of the less commonplace topics like ethics and risk. I put this post together in the hopes that you may find it helpful as you wrap up your recertification requirements. You can find the details about what's required for renewal here: https://www.arma.org/page/IGP-recertification

Note: If ARMA thinks IGPs need to submit, e.g., 2 hours of ethics, or 4 hours of risk management, I think they need to have at least that number listed and readily available / findable on their website. 

The listings below include free resources from ARMA's website and others to allow IGPs some choice in what to submit for CEUs. I make no claim as to their quality, as I did not sit through every minute of every one of them, but the descriptions seemed like they would be good fits. I also have no relationship with any of these other than standard professional memberships in some of the associations listed. You may need to register to access the webinars, but I didn't link to anything behind a member paywall I don't think. 

There are some vendor-sponsored sessions; I didn't ask their permission to list these and you will likely need to fill in a form to get access. I also limited vendor sessions to no more than 2 per category. If you see something you think should be removed, drop me a note at jesse.wilkins@athroconsulting.com.  

Information Management - 15 hours

Information Security - 4 hours

Privacy - 4 hours

Risk Management - 4 hours

Legal - 4 hours

Technology - 4 hours

Business - 4 hours

Ethics - 2 hours

The remaining 19 hours can come from any of these areas. 

If you know of any other good resources that fit any of these descriptions, please send me a note at jesse.wilkins@athroconsulting.com and I'll add them. 

December 8, 2022

The Information Management Menu - November 2022

The November 2022 issue of my IM/IG/RM-y newsletter, The Information Management Menu, is now live at https://mailchi.mp/1fbadc8f3d9c/the-information-management-menu-november-2022Highlights include:

  • Calls for participation from CompTIA, ARMA Canada, ARMA Houston, and more
  • My recipe for pickle soup(!)
  • Links to my ARMA Magazine article, broken into three separate blog posts
  • Ten conferences and industry events through February 2023
The newsletter is free to subscribe, and I'll only ever use your name and email to send it to you. Listing your announcements or events is also free - as long as they are relevant to me and this audience. For more information about The Menu or anything on it, ping me at jesse.wilkins@athroconsulting.com

December 7, 2022

Make Your Recertification Program Easy on Your Certificants!

TL: DR: Exactly what the title says - make it easier for your certificants to recertify! 

I've written often about the importance of certification maintenance - for example, here's a post I wrote on certifications and renewal requirements last year, which was itself an update to a post from 2017. In a nutshell, I believe that certifications need some sort of regular renewal requirement, to help ensure that certificants stay abreast of changes to the discipline, related technologies, etc. Some organizations require certificants to take the assessment/exam again, others require or allow them to submit continuing education units (CEUs), and some offer the choice. 

When it comes to submitting CEUs, most certifying bodies don't really care where they come from, just that they be applicable and relevant and meet any other requirements such as minimum duration. That said, every once in a while an association will attempt to limit CEUs to just their content, often justifying it because it's unique in some way. This is almost always a ploy to make more money, either directly or indirectly; if you sat in on such a discussion, you'll invariably hear a variation on, "Why would we send people to competitors' websites by accepting their content for CEUs?" I submit that if you look at a certification's recertification requirements and they only accept their own content, it's not a certification that will offer value or long-term relevance and you should look elsewhere. 

Similarly, some certifying bodies offer more credit for their own content, or less credit for someone else's, of similar length, depth, and quality. Again, this is an indicator of a certification that will not remain relevant for long. The overwhelmingly standard approach, at least in the information management industry, is 1 hour of education = 1 point towards the renewal requirements. There are some other nuances, but that's the basic approach. Most certs require 20 points per year of the renewal cycle. So if you look at the points awarded for an event, and they are different depending on the source - for example, your conference awards 3 points per 1-hour session - look for a more relevant and viable certification. 

If you want your certificants to use your events for CEUs, make it easy for them to do so. Several years ago, AIIM added a note to every landing page that says, "This webinar is approved for X.X hours of CIP Maintenance Credits." Simple. And AIIM doesn't require credits in each domain or in different types of content delivery. 

ARMA, on the other hand, does require credits in a variety of areas for its Information Governance Professional (IGP) certification, to wit: 

  • Information Management (15 hours required)
  • Information Security (4 hours required)
  • Privacy (4 hours required)
  • Risk Management (4 hours required)
  • Legal (4 hours required)
  • Technology (4 hours required)
  • Business (4 hours required)
  • Ethics (2 hours required)
  • General (19 hours required)

ARMA does have a list of webinars on their website, but you have to click each individual one to see a) what (one) domain it applies to and b) how many CEUs it's worth. Some of them also cover more than one category; for example, a recent webinar called "Data Retention: The Blind Spot in Your Privacy Program" is listed as 1 CEU in the Risk topic but it would likely apply to the Privacy topic, and perhaps the Technology topic as well. ARMA used to have lists of webinars applicable to each of the 8 specialty topics above, but at some point that was removed from the website. I'd love to see them bring that back. 

I'd also love to see a certifying that "gets it" start listing other organizations' relevant webinars and events for which CEUs would be granted. I don't expect them to go out, check everyone's websites, and update them, but if a certifying body offers review and preapproval of a third party event, I think that event should be listed on their website. I think all of our IG/IM/RM-y associations and certifying bodies are missing a trick by not curating that type of content - heck, I'd be willing to pay for a centralized source that I could use for my privacy certs, and my IG cert, and my RM cert, etc. 

December 1, 2022

Upcoming Industry Meetings and Webinars - December 1 - 31, 2022

Here are the webinars and local events I'm aware of for December 1-31, 2022. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

12/1 - IGWorld Magazine and Exterro, Accelerate Your CPRA Compliance Program

12/1 - ARMA Triangle, Unique Challenges of Managing White House Records

12/1 - ARMA Metro NYC-LI, IG/RIM Impact on the Business: Perspectives, Roles and Successes from Different Industries

12/1 - NAGARA, Communications Skills for Records Managers

12/1 - ARMA International, Are Your Risking It All?

12/1 - ACEDS, E-Discovery Day: Exploring the New ISO Standard on Information Governance

12/1 - IAPP and TerraTrue, How to Future-Proof Your Privacy Program (members only)

12/3 - ARMA Vancouver, Winter Social

12/5 - RIMPA Global and Leadership Through Data,  Here's a Flavour of What You Can Do with the EDiscovery Tools

12/6 - ARMA San Antonio, Member & Vendor Social Event

12/6 - ARMA Calgary, Drafting Effective IM and Privacy Policies

12/6 - Austin ARMA, Holiday Social (members only)

12/6 - MER Sapient and Contoural, Applying Records Retention to Structured Data

12/6 - ARMA International and Leadership Through Data, M3S65 Audit and Investigations

12/6 - AIIM+ and Contoural, Coffee & Conversations: CCPA Penalties (members only)

12/7 - ARMA Metro Maryland, Improving Access to Historical Records Through Crowdsourcing

12/7 - Upstate New York ARMA, Records Management Challenges and Lessons Learned. Contact Ted Hanousek at thanousek@bhlawpllc.com

12/7 - ARMA New England, Holiday Networking and Charity Event

12/7 - Contoural, Records University Class 3, Automating Records Management

12/7 - IRMS Islands: DPO, Why You Should Be Worried About Microsoft 365

12/7 - IRMS, The Difference Between Archiving, Preservation, Perpetuation, and Archives

12/7 - IAPP and Exterro, Next Gen Privacy: Breathing Life Into Your Legacy Inventory Process (members only)

12/7 - ACC and Exterro, Lessons from the First CCPA Enforcement: GPC and Beyond (members only)

12/8 - MER Sapient and Archive360, Data Minimization: Making it Part of Your Data Privacy and Cybersecurity Program

12/8 - IRMS, Tackle the Security Risk of Information Sharing at Scale

12/8 - IAPP and BigID, Data Lifecycle: The Path Less Chosen (members only)

12/8 - OneTrust, Mitigating US Privacy Risk to Control your Organization’s Attack Surface

12/12 - RIMPA Global, Rhubarb and Custody: All Talk and No Traction

12/13 - ARMA Mile Hi Denver, So You Want to Spruce Up Your Policy? RIM Policy Creation/Refresh

12/13 - ARMA Dallas, Preventing Employees from Hoarding Electronic Documents

12/13 - ARMA International and Leadership Through Data, SharePoint Fundamentals

12/13 - ARMA Chicago, How Privacy Laws Impact Your Retention Schedule

12/13 - ARMA Madison, "I Love Our Organization's IM Policies," Said No One.

12/13 - ARMA Milwaukee, Building Your RIM Foundation

12/13 - ARMA Northeast Ohio, Stranded Digital Records - What they are and why you should rescue them

12/14 - ARMA Nebraska, Mysteries of Followership/Charity Auction/Alumni Day

12/14 - ARMA NCR Ottawa, Tangibly Operationalizing Information Governance to Reduce Information Risk

12/14 - AIIM International and Microsoft, Redefining Information Management: Integrating Content AI in the Flow of Work

12/14 - Contoural, Records University Class 4, Training and Employee Behavior Change Management

12/15 - Legal IG Roundtable. Contact Leigh Isaacs at leigh.isaacs@us.dlapiper.com for more information. 

12/15 - ARMA Detroit, Establishing a Records Management Audit Program

12/15 - AIIM Florida, Deliver Compliant, Accessible Documents in 3 Easy Steps 

12/15 - ARMA Arizona, Considerations for Treating Data as an Asset in Transactions

12/15 - OneTrust, Privacy and Trust as a Strategic Imperative

12/15 - ARMA International and Cadence Solutions, Microsoft Purview eDiscovery

12/16 - ARMA Greater Sacramento, 24th Annual Christmas Charity Social

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/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 http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html 

Re: vendor/consultant-led webinars, I know that demos are quite educational, as are customer case studies - but they are generally too narrow (and self-serving) for me to list them. This is irrespective of source; AIIM/ARMA/MER/etc. webinars that are basically sales pitches won't get listed either. MER Sapient-type stuff, or Access Sciences' webinars, are good examples I'm happy to include. If you think yours will pass muster, contact me at jesse.wilkins@athroconsulting.com and let's talk. No cost to list anything, I just need the details (and for it to meet my criteria for education). 

November 30, 2022

AIIM Opens Call for Speakers for AIIM23

AIIM has announced it is accepting applications for speakers for the AIIM23 conference, scheduled for April 25-27, 2023 in New Orleans, LA. AIIM has included potential titles and sessions on their submission form; other submissions are welcome as well. 

Submissions are due by December 31, 2022, at 11:59 ET; for more information or to submit a proposal, visit https://gzclelland.wufoo.com/forms/mn05jj60pforsm/.


November 14, 2022

Upcoming Industry Meetings and Webinars - November 16-December 15, 2022

Here are the webinars and local events I'm aware of for Nov 16 - Dec 15, 2022. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

11/16 - ARMA Nebraska, Social Media Security Forensics - A Legitimate Expectation of Privacy?

11/16 - ARMA Northern Virginia, M-19-21 Discussion

11/16 - ARMA Greater Washington, DC, How M-19-23 Can Drive Your Pursuit of M-19-21

11/16 - ARMA Milwaukee, How Privacy Laws Impact Your Retention Schedule

11/16 - ARMA Jacksonville, Tour - St. Augustine Archdiocese Archives & Shrine Museum

11/16 - ARMA SCIE, Exploring the information wilds using the records alphabet 

11/16 - ARMA Houston, Leadership Secrets from Santa Claus

11/17 - ARMA St. Louis, Data Analytics in McCarthy Construction Endeavor and Information Management at St. Charles

11/17 - ARMA Golden State, Foundations of RIM: Disaster Planning

11/17 - ARMA Arizona, Collaboration Best Practices for RIM/IG Program Success

11/17 - Innovation Driven and Lewis Brisbois, CPRA! VCDPA! Are You Ready?

11/17 - ARMA Greater Columbus, Records Management Escape Room

11/17 - ARMA Liberty Bell, Panel Discussion: Records Management/Information Governance as a Career

11/17 - ARMA New England, Leadership 

11/17 - ARMA Alaska, A Practical Approach to Managing Email

11/17 - ARMA Utah, Managing a Lit Hold Got You Down? Let's Talk About It!

11/17 - ARMA International, Data Retention: The Blind Spot in Your Privacy Program

11/17 - Iron Mountain, The Next Decade of RIM - Where Do You Fit In?

11/17 - IRMS North, Data Governance Workshop

11/18 - TSLAC/TXDIR, Annual e-Records Conference

11/18 - AIIM Wisconsin and Milwaukee Bar Association, Law & Technology Conference

11/22 - AIIM+, Meeting the Challenge - Canadian Privacy & Protection Act (members only)

11/23 - IMCanadaConnect, RIM at New Brunswick Power

11/24 - ARMA Toronto, Virtual Social

11/24 - IRMS Public Sector, Options for Managing M365 Records with an E3 License

11/25 - GovernmentFrameworks.com, When Records Managers Speak to Executives

11/29 - ARMA and Leadership Through Data, Retro Governance with MS Teams

11/29 - IRMS London & IRMS Legal, Strategic Thinking for Information & Records Managers

11/30 - Austin ARMA, Moving to a "Paper-Lite" Records Environment

11/30: AIIM and Iron Mountain, Jobs to be Done: Understanding the Catalysts for Organizational Transformation

12/1 - ACEDS, E-Discovery Day: Exploring the New ISO Standard on Information Governance

12/1 - IGWorld Magazine and Exterro, Accelerate Your CPRA Compliance Program

12/1 - ARMA Triangle, Unique Challenges of Managing White House Records

12/1 - NAGARA, Communications Skills for Records Managers

12/1 - ARMA International, Are Your Risking It All?

12/1 - IAPP and TerraTrue, How to Future-Proof Your Privacy Program (members-only)

12/6 - ARMA San Antonio, Member & Vendor Social Event

12/6 - MER Sapient and Contoural, Applying Records Retention to Structured Data

12/6 - ARMA International and Leadership Through Data, M3S65 Audit and Investigations

12/6 - AIIM+ and Contoural, Coffee & Conversations: CCPA Penalties

12/7 - Upstate New York ARMA, Records Management Challenges and Lessons Learned. Contact Ted Hanousek at thanousek@bhlawpllc.com

12/7 - Contoural, Records University Class 3, Automating Records Management

12/7 IRMS Islands: DPO, Why You Should Be Worried About Microsoft 365

12/8 - MER Sapient and Archive360, Data Minimization: Making it Part of Your Data Privacy and Cybersecurity Program  

12/8 - IAPP and BigID, Data Lifecycle: The Path Less Chosen 

12/13 - ARMA Mile Hi Denver, So You Want to Spruce Up Your Policy? RIM Policy Creation/Refresh

12/13 - ARMA Dallas, Preventing Employees from Hoarding Electronic Documents

12/13 - ARMA International and Leadership Through Data, SharePoint Fundamentals

12/13 - ARMA Chicago, How Privacy Laws Impact Your Retention Schedule

12/13 - ARMA Madison, "I Love Our Organization's IM Policies," Said No One.

12/14 - ARMA Nebraska, Mysteries of Followership/Charity Auction/Alumni Day

12/14 - AIIM and Microsoft, Redefining Information Management: How Content AI Transforms Digital Work

12/14 - Contoural, Records University Class 4, Records Management Training and Employee Behavior Change Management

12/15 - ARMA Detroit, Establishing a Records Audit Program

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see http://informata.blogspot.com/2022/06/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 about how to find speakers and what to look for at http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

Re: vendor/consultant-led webinars, I know that demos are quite educational, as are customer case studies - but they are generally too narrow (and self-serving) for me to list them. This is irrespective of source; AIIM/ARMA/MER/etc. webinars that are basically sales pitches won't get listed either. MER Sapient-type stuff, or Access Sciences' webinars, are good examples I'm happy to include. If you think yours will pass muster, contact me at jesse.wilkins@athroconsulting.com and let's talk. No cost to list anything, I just need the details (and for it to meet my criteria for education). 

November 9, 2022

ARMA Announces Call for Nominations to the Board of Directors

ARMA has announced it is accepting nominations to serve on the ARMA International Board of Directors for a three-year term beginning July 1, 2023.  Nominations are being accepted for the President-Elect and a Director position. In order to qualify, candidates have to have been a member in good standing of ARMA for five consecutive years, served a minimum of 1 year on the ARMA Board or some other leadership role within ARMA within the past 5 years, and be nominated by a member in good standing (including self-nominations). 

There is a lot more detail on ARMA's website at https://cdn.ymaws.com/www.arma.org/resource/resmgr/files/boardelection/2023/final_board_position_qualifi.pdf.

For more details, or to nominate yourself or someone else, visit https://www.arma.org/general/custom.asp?page=Board_ElectionInformation.

Aside:under these qualifications, I don't qualify to serve on the Board, even though I previously did serve on it from 2007-2010, as well as serving on the AIIM board from 2004-2005. I think it's an unfortunate choice because it will tend to keep similar thinking on the Board. There is an outside director role, but I don't think that's sufficient. Eh bien. 

I do think that serving on a Board can be incredibly rewarding - the work, for sure, and contributing to the success of the organization, but also the lifelong connections that result. Having said that, if you're going to try to get on the board simply as a resume padder, do everyone a favor and don't - ARMA's in an interesting enough position as it is without sandbaggers and backbenchers taking up legitimate leadership spots. 

October 31, 2022

Upcoming Industry Meetings and Webinars, November 1 - 30, 2022

Here are the webinars and local events I'm aware of for November 1-30, 2022. I don't have anything to do with them from a planning perspective, so please reach out to the individual event producers with any questions. I also don't get paid or get anything out of this other than the satisfaction of helping get the word out.  

11/1 - MER Sapient and Contoural, Privacy-Enabling Your Records Retention Schedule

11/1 - AIIM+, Records Managers Coffee & Conversations: Certificates of Destruction & Legal Implications (members only)

11/2 - ARMA Baton Rouge/Lafayette, Plain OLD Logic

11/2 - Epiq and Microsoft, How Microsoft Purview Improves Information Governance and Compliance

11/2 - AIIM, Operationalize IIM for Organizational Success 

11/2 - ARMA and Leadership Through Data, All M365 Training Stack

11/3 - AIIM Southwest, Considering AI - Critical Information for IG Professionals

11/3 - ARMA Triangle Chapter, You're So Sensitive! Why IG and Data Privacy Should Be Best Friends

11/3 - MER Sapient and Valora Technologies, Implementing a Virtual Vault with Autoclassification

11/3 - NAGARA, Planting the Seeds for Collaborative Work: How to Grow a Cross-Functional Team

11/3 - ARMA and Netwrix, The NIST Framework for Full-Cycle Privilege Orchestration

11/8 - ARMA Twin Cities and ARMA North Dakota, Modern, Compliant and Easier to Execute Record Retention Schedules

11/8 - ARMA and Leadership Through Data, What is the GDPR?

11/8 - ARMA Dallas, IG and Cybersecurity

11/8 - ARMA Chicago, Presidential Records

11/8 - AIIM+, Meeting the Challenge: M365 - Ignite Recap (members only)

11/8 - ARMA Northeast Ohio, The New Holistic Approach to Records Management. Contact eileencook@westfield-bank.com for a meeting invite.

11/9 - ARMA San Diego, ARMA InfoCon 2022 Debrief

11/9 - ARMA New Jersey, Getting it Scheduled 

11/9 - ARMA Greater Seattle, It's a "Deletion Party!" with the University of Washington's ROT Squad

11/9 - ARMA Metro Maryland, Digitizing in the 21st Century

11/10 - ARMA Detroit, Best Practices for Records Management in SharePoint

11/10 - ARMA Hawaii, Site tour of Access & Informational Presentation

11/10 - IAPP, CPRA Checklist: How to prepare in the next 6 weeks (members only)

11/14 - IAPP, You're Not Ready for the CPRA if Your Vendors Aren't, But There's Still Time (members only)

11/15 - ARMA Mile Hi Denver, RIM Standards and Principles

11/15 - ARMA Atlanta, IG and Cybersecurity

11/15 - ARMA and Leadership Through Data, Introduction to Information Architecture in M365

11/15 - ARMA Central Missouri, Tour of Shelter Insurance New Addition. Email lgrothoff@orscheln.com for more information.

11/15 - ARMA Madison, Records Without Corners: Do You Know What Your Records Are?

11/15 - Meru Data, Colorado Privacy Regulations: What Businesses Need to Know

11/15-17 - ARMA Boise, Drafting Effective Policies Workshop with Lewis Eisen

11/16 - ARMA Nebraska, Social Media Security Forensics - A Legitimate Expectation of Privacy?

11/16 - ARMA Northern Virginia, M-19-21 Discussion

11/16 - ARMA Jacksonville, Tour - St. Augustine Archdiocese Archives & Shrine Museum

11/17 - ARMA St. Louis, Data Analytics in McCarthy Construction Endeavor and Information Management at St. Charles

11/17 - ARMA Golden State, Foundations of RIM Workshop: Disaster Recovery 

11/17 - ARMA Arizona, Collaboration Best Practices for RIM/IG Program Success

11/17 - Innovation Driven and Lewis Brisbois, CPRA! VCDPA! Are You Ready?

11/17 - ARMA Greater Columbus, Records Management Escape Room

11/17 - ARMA Liberty Bell, Panel Discussion: Records Management/Information Governance as a Career

11/17 - ARMA New England, Leadership 

11/17 - Iron Mountain, The Next Decade of RIM - Where Do You Fit In?

11/18 - TSLAC/TXDIR Annual e-Records Conference

11/22: AIIM+, Meeting the Challenge - Canadian Privacy & Protection Act (members only)

11/29 - ARMA and Leadership Through Data, Retro Governance with MS Teams

11/30 - Austin ARMA, Moving to a "Paper-Lite" Records Environment

11/30: AIIM and Iron Mountain, Jobs to be Done: Understanding the Catalysts for Organizational Transformation

If you know of a webinar or other local/regional 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

If you're looking for a speaker, I'm available to speak at your chapter or event. For more details, see 

http://informata.blogspot.com/2022/06/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 about how to find speakers and what to look for at http://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html

Re: vendor/consultant-led webinars, I know that demos are quite educational, as are customer case studies - but they are generally too narrow (and self-serving) for me to list them. This is irrespective of source; AIIM/ARMA/MER/etc. webinars that are basically sales pitches won't get listed either. MER Sapient-type stuff, or Access Sciences' webinars, are good examples I'm happy to include. If you think yours will pass muster, contact me at jesse.wilkins@athroconsulting.com and let's talk. No cost to list anything, I just need the details (and for it to meet my criteria for education). 


October 24, 2022

Building a Records Management Playbook, Part 3: How to Build a Records Management Playbook

This originally appeared as an article on the ARMA Magazine website on 9/26/2022, Build and Sustain Your Records Program with a Records Management Playbook.

Part 1: What's a Playbook?

Part 2: The Playbook Structure

The actual process of building a playbook is fairly straightforward. The two key challenges are in determining what plays to include and what platform to build it on. 

Determining What Plays to Include 

As noted throughout this series, the plays in your records management playbook should include only those that you execute regularly. But responsibilities and documentation are often scattered across roles and information stores. 

First, start by reviewing any existing documentation of your records management processes—SOPs, flowcharts, procedures, etc. 

Next, review any reports or other paperwork that you generate on a regular basis. These will often help to inform the metrics as well. 

You should also review any existing job aids—checklists, glossaries/lists of terms or acronyms, naming convention cheat sheets, and so forth. Do not overlook the records policy and retention schedule—while these are the source of a few plays themselves, the retention schedule in particular often documents other records management-related tasks that result in the creation of records. 

Look at job descriptions for the roles on the records management team—but make sure to compare them to the work that the members of the team are doing. Performance reviews can offer value as well, by identifying current expectations and priorities and potential gaps. 

Finally, if you are just starting this process, a note of caution. Records management textbooks are a rich source of information, but they could lead you to developing and including many plays that you are just not doing. This can call the value of the playbook into question. 

Where Should You Build Your Playbook? 

Playbooks can be built as Word-type documents, as spreadsheets, or as PowerPoint-type presentations. There are tools designed for playbooks and similar types of authoring. A wiki can be a great way to build a playbook—each play is its own article, with links to related plays and to all the references and supporting materials. 

But the platform and its attendant capabilities do not matter as much as the answers to these questions:

  • What platform is easiest to access and use for those who will be using the playbook?
  • What platform is easiest for the team to maintain the playbook?

If users cannot use it, or if the team cannot maintain it, it will become shelf ware just like the traditional SOP manual. 

Who Should Build the Playbook?

You! Well, you and any other subject matter experts who can describe the plays and their individual components. Again, in smaller organizations or records management programs this might be the single person running the program; in a larger organization or with a broader playbook, you will need to identify the right people to weigh in. 

You will certainly also want to reach out to anyone identified as having a records management responsibility (e.g., through the RACI chart) who is not a formal member of the records management team. 

Maintaining the Playbook

We have stressed throughout this series that the playbook is a living document that needs regular care and feeding to remain relevant and useful. Change is a constant; changes to technology, changes to legal or regulatory requirements, and changes to how the organization does business all require that the playbook be regularly reviewed and updated. In fact, reviewing the playbook should be a play in your playbook!

When the team finds out about a change that will impact a play, someone should be assigned to update the play with a timeline. Similarly, if the team determines a need for a new play, it should be assigned and scheduled. For example, developing a retention schedule the first time is a project. But reviewing and maintaining it are plays; once the retention schedule is finalized, those plays should be defined and added to the playbook. 

Conclusion

A playbook is a great way to take your program to the next level. It takes some work up front to ensure that it is complete and accurately reflects the way your program works today, but once you have it, you will never look back!