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

Here are the webinars and local events I'm aware of for May 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 get the word out.  

Special note: 13 ARMA chapters are hosting the Spring Seminar Mania III 2023, which started on April 4 and goes through May 19. Each individual meeting is listed in the events listing below, but you can find the overview and list of all the meetings in one place at https://armamilwaukee.org/spring-seminar-mania-2023/.

5/2/2023 - ARMA Chicago, How Do Records/Information Managers Keep Up In A World That Keeps Transitioning?

5/2/2023 - ARMA Wyoming, 2023 Annual Spring Seminar

5/2/2023 - AIIM+, Records Management Coffee & Conversation, The Role of Records Managers in Privacy (members only)

5/2/2023 - MER Sapient and Contoural, Seven Stages of Privacy Program Development from Denial Through Frustration and Getting to Compliant Execution 

5/3/2023 - ARMA Central Illinois, What's Up with WhatsApp? 

5/3/2023 - ARMA Baton Rouge/Lafayette, You Can't Manage (or Protect) What You Don't Know 

5/3/2023 - AIIM and ZIA, Disruptive Innovation – How to Leverage Enterprise Data and Automation

5/3/2023 - IAPP, Report on responsible AI and privacy governance – discussion of findings 

5/4/2023 - ARMA Greater Seattle, May the Fourth be With You: Giving Finance the Force to Fund Your Programs

5/4/2023 - ARMA Triangle, State of the Triangle Chapter Meeting

5/4/2023 - Contoural, Advanced Class 4: Behavior Change Management for Creating a Compliant Culture

5/4/2023 - MER Sapient and Gimmal, Proactively Protecting Your Sensitive Data for a Hybrid Workforce  

5/4/2023 - RIMPA and Grace, How to Tackle Your Dark Data

5/4/2023 - NAGARA and Preservica, Asset Management, the Data Lifecycle, and Risk Management

5/6/2023 - ARMA Vancouver, Spring Social

5/9/2023 - ARMA Greater Los Angeles, Trends in Privacy, Cyber, and eDiscovery: What Every Records Manager Needs to Know

5/9/2023 - ARMA Northeast Ohio, How to Align Your Digital Mail Workflow with Information Governance and Security Best Practices

5/9/2023 - ARMA Dallas, Blackmon Mooring & BMS Cat Tour

5/9/2023 - AIIM+, Meeting the Challenge: M365 (members only)

5/9/2023 - Box, Cloud Content Summit: The Content Revolution

5/9/2023 - IAPP and Transcend, Final Countdown: How to address 5 new CPRA obligations before 1 July (members only)

5/9-11/2023 - ARMA Saskatchewan, 2023 Conference: Overcoming the Information Avalanche

5/10/2023 - ARMA Kentucky, Records Management in Kentucky's Largest Public School District. Email Lydia McGahee at lydia.mcgahee@texasroadhouse.com for more information or to register.

5/10/2023 - ARMA San Diego, Communicate Easier Using the DISC Personality Profiles

5/10/2023 - ARMA Metro Maryland, Exploring the RIM Program for Animal and Veterinary Records at the Saint Louis Zoo

5/10/2023 - ARMA Chattanooga, Chapter Year-End Review. Send an email to Scotty Swafford at scotty_swafford@bcbst.com for a link to attend.

5/10-11/2023 - RIMPA Global, Canberra Symposium: Imagining the IM Future Beyond Tomorrow

5/11/2023 - ARMA Alaska, How Privacy Laws Impact Your Retention Schedule

5/11/2023 - IAPP and BigID, The building blocks for managing privacy risks at Square Enix (members only)

5/15/2023 - ARMA Madison, Modern Recordkeeping with Microsoft Purview

5/16/2023 - ARMA Golden State, ChatGPT: Legal Concerns and Its Impact on IG Best Practices

5/16/2023 - ARMA Twin Cities, Managing eDiscovery and Legal Holds

5/16/2023 - ARMA Metro NYC-LI, CONFIRM.NYC 2023

5/16/2023 - ARMA Mile High Denver, How to Privacy-Enable Your Records Retention Schedule to Avoid Conflict

5/16/2023 - ARMA Jacksonville, The New Holistic Approach to Records Management

5/16/2023 - ARMA Central Missouri, Contract and Vendor Management - How MEM Has Updated Their Processes

5/16/2023 - ARMA Florida Gulf Coast, The Convergence of Information Governance, Data Privacy & E-Discovery

5/16/2023 - ARMA San Antonio, What's Happening at Port San Antonio

5/16/2023 - LegalRM, ILTA Masterclass: Using RFID to keep track of original & high value documents

5/17/2023 - ARMA St. Louis, Documenting Our Family Histories: How and Why Genealogists Rely on Archival Records & Finding Your Ancestors at the Library & Research Center

5/17/2023 - ARMA Nebraska, Media Mystery - Paper or Electronic? 

5/17/2023 - Greater Washington DC Chapter of ARMA, TCG Process - Learn the latest on IDP and Document Process Automation

5/17/2023 - Meru Data, Privacy Engineering: Moving from legal requirements to implementation

5/17/2023 - AIIM and Cadence Solutions, Records Management Out-of-the-Box with M365 – Myth or Reality

5/17/2023 - Access, Understanding the Relationship between Artificial Intelligence and Records Management

5/18/2023 - ARMA Detroit, Digital Preservation: Securing Your Data

5/18/2023 - ARMA Arizona, Panel Discussion and Awards Ceremony

5/18/2023 - ARMA Metro NYC-LI, How to Prepare for Data Governance 2.0

5/18/2023 - ARMA Columbus, It's All About the People! Mini Spring Seminar

5/18/2023 - ARMA, IG Policies: What is Good Content? (members only)

5/18/2023 - NAGARA and JustFOIA, Bring Your Records Request Process from Chaos to Order

5/19/2023 - ARMA Palm Beach Treasure Coast, Who's on First? Handling Public Records Requests for Vendor/Contractor Records

5/24/2023 - IAPP and OneTrust, Embedding privacy by design to enforce responsible use of data (members only)

5/24/2023 - Information Governance World Magazine, Information Risk & Governance Summit

5/25/2023 - InfoAdvocates, eDiscovery Next

5/25/2023 - Iron Mountain, Data, Records, and Compliance, Oh My! 

5/25/2023 - ACMP, Change with the Sanders Transformational Change Model (members only)

5/25/2023 - Contoural, How to Finally Get Your Company to Care about Over Retention

5/30/2023 - IAPP and Exterro, The art of consent: Navigating the compliance trifecta (members only)

5/31/2023 - Austin ARMA, Moving Right Along: The IG Maturity Model and Your Firm

5/31/2023 - AIIM, Iron Mountain, and Amazon Web Services, How to Procure Faster and Accelerate Technology Adoption through Cloud Marketplaces  

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. 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 or to access the list. 

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/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 https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html. 

Upcoming Industry Meetings and Webinars - April 16 - May 15, 2023

Here are the webinars and local events I'm aware of for April 16 - May 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.  

Special note: 13 ARMA chapters are hosting the Spring Seminar Mania III 2023, which started on April 4 and goes through May 19. Each individual meeting is listed in the events listing below, but you can find the overview and list of all the meetings in one place at https://armamilwaukee.org/spring-seminar-mania-2023/.

4/17/2023 - RIMPA Global, Adelaide: Sharing Knowledge, Empowering Growth Seminar

4/18/2023 - MER Sapient and OpenText, Applying AI to Organize and Manage your Repositories   

4/18/2023 - ARMA Mile High Denver, Bringing the Basics Back Into Focus Spring Seminar

4/18/2023 - ARMA Florida Gulf Coast, Cloud Computing Concerns

4/18/2023 - ARMA San Antonio, The 80’s Called – They Want Their Records Steering Committee Back. A New Approach to Gaining Management Support

4/18/2023 - Atlanta ARMA, Effective Governance in the Cloud - Defensible Strategies

4/18/2023 - ARMA Central Missouri, Iron Mountain Records Facility Tour. Contact Joann Looten at lootenje@umsystem.edu to register.

4/18-19/2023 - ARMA Houston Spring Conference

4/19/2023 - ARMA St. Louis, A Day in the Life of the Missouri Botanical Garden's Archivist

4/19/2023 - ARMA Pittsburgh, Evolution or Revolution? Keeping Up with Rapid Changes in our Information Governance World

4/19/2023 - IMCanadaConnect, The Ethics of Data Privacy

4/19/2023 - RIMPA Global and Iron Mountain, Smarter, Not Harder: Clean Up Your Legacy Paper Records

4/19/2023 - SCIE ARMA, The New Holistic Approach to Records Management

4/19/2023 - ARMA Nebraska Spring Seminar, An Investigation into Value

4/19/2023 - AIIM Florida, Digital Transformation made easy with Thin Scanning Solutions

4/19/2023 - AIIM and Microsoft, Is Content AI a Game Changer?

4/20/2023 - ARMA New England, Differentiating Data Governance and Information Governance

4/20/2023 - ARMA Vancouver, Information Governance in the era of Decentralization

4/20/2023 - ARMA Arizona, A New Doctrine for Warfare: Convergence of Disinformation, Conventional, and Cyber Warfare Strategy and how it impacts Security Readiness in the U.S.

4/20/2023 - ARMA Utah, State Archives Tour with Ken Williams

4/20/2023 - ARMA, Building a RIM Program from Scratch Webinar Series, Part 3 of 4 (members only)

4/20/2023 - MER Sapient and EnCompaaS, Applying Guilt by Association — How AI is Transforming Information Governance

4/20/2023 - Zasio, Retention Schedules vs Record Series: What's the Difference?

4/21/2023 - ARMA New Brunswick, Ask the Records Manager

4/24/2023 - CIGOA, Information Governance Dinner Discussion - New Orleans 

4/24-27/2023 - ARMA Liberty Bell, Chapter Spring Seminar Sessions 

4/25/2023 - North Dakota ARMA, Spring Seminar

4/26/2023 - Michigan ARMA Spring Seminar 2023 - Microsoft 365

4/26/2023 - Austin ARMA, Vital Records & Disaster Planning

4/26/2023 - ARMA Hawai'i, "Missing Bytes": The Critical Role of Information Governance in the SDLC Process

4/27/2023 - ARMA New Jersey, Navigating the Pathways, Understanding the RIM/IG Professional Certification Landscape

4/27/2023 - Boise Valley ARMA, Your Company Needs a Data & Information Governance Program - How to Build It

4/27/2023 - ARMA, Building a RIM Program from Scratch Webinar Series, Part 4 of 4: RIM Audits (members only)

4/27/2023 - Contoural, IG Advanced Class #3, Automating Compliance Policies with Technology

4/27/2023 - RIMPA Global, Hobart: Adding Value Through Strategic Directions

4/27/2023 - IAPP and DataGrail, Privacy trends with DataGrail (members only)

4/28/2023 - ARMA Vancouver Island and AACB, Joint Conference: Access Ability

4/28/2023 - RIMPA Global, Melbourne Roadshow: Connecting Locally

5/2/2023 - ARMA Chicago, How Do Records/Information Managers Keep Up In A World That Keeps Transitioning?

5/2/2023 - ARMA Wyoming, 2023 Annual Spring Seminar

5/2/2023 - AIIM+, Records Management Coffee & Conversation, The Role of Records Managers in Privacy (members only)

5/2/2023 - MER Sapient and Contoural, Seven Stages of Privacy Program Development from Denial Through Frustration and Getting to Compliant Execution 

5/3/2023 - ARMA Central Illinois, What's Up with WhatsApp? 

5/3/2023 - ARMA Baton Rouge/Lafayette, You Can't Manage (or Protect) What You Don't Know 

5/3/2023 - AIIM and ZIA, Disruptive Innovation – How to Leverage Enterprise Data and Automation

5/3/2023 - IAPP, Report on responsible AI and privacy governance – discussion of findings

5/4/2023 - ARMA Triangle, State of the Triangle Chapter Meeting

5/4/2023 - Contoural, Advanced Class 4: Behavior Change Management for Creating a Compliant Culture

5/4/2023 - MER Sapient and Gimmal, Proactively Protecting Your Sensitive Data for a Hybrid Workforce  

5/9/2023 - ARMA Greater Los Angeles, Trends in Privacy, Cyber, and eDiscovery: What Every Records Manager Needs to Know

5/9/2023 - ARMA Northeast Ohio, How to Align Your Digital Mail Workflow with Information Governance and Security Best Practices

5/9/2023 - ARMA Dallas, Blackmon Mooring & BMS Cat Tour

5/9/2023 - AIIM+, Meeting the Challenge: M365 (members only)

5/9/2023 - Box, Cloud Content Summit: The Content Revolution

5/9-11/2023 - ARMA Saskatchewan, 2023 Conference: Overcoming the Information Avalanche

5/10/2023 - ARMA Kentucky, Records Management in Kentucky's Largest Public School District. Email Lydia McGahee at lydia.mcgahee@texasroadhouse.com for more information or to register.

5/10/2023 - ARMA San Diego, Communicate Easier Using the DISC Personality Profiles

5/10/2023 - ARMA Metro Maryland, Exploring the RIM Program for Animal and Veterinary Records at the Saint Louis Zoo

5/10/2023 - ARMA Chattanooga, Chapter Year-End Review. Send an email to Scotty Swafford at scotty_swafford@bcbst.com for a link to attend.

5/10-11/2023 - RIMPA Global, Canberra Symposium: Imagining the IM Future Beyond Tomorrow

5/11/2023 - ARMA Alaska, How Privacy Laws Impact Your Retention Schedule

5/15/2023 - ARMA Madison, Modern Recordkeeping with Microsoft Purview

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 

https://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 https://informata.blogspot.com/2022/06/finding-speakers-for-your-event-part-1.html.

Celebrating RIM Month 2023

There has been a lot of discussion the last couple of months about how to celebrate Records and Information Management (RIM) Month. I find myself in the fortunate position of working with a client who “gets it” and wants to leverage campaigns like RIM Month and Data Privacy Week (January) to bring awareness to effective RIM and information governance practices.

With their permission, I’m sharing a high-level look at what we’re doing this month. Every day there’s something, and every week there’s a larger activity. Here’s what this looks like.

Ongoing/every day

We’re leveraging ARMA’s RIM Month resources – the RIM month image for email signatures and the RIM posters. We also turned the image into a Teams/Zoom background and are encouraging the core IG team and the broader community of records coordinators to use them this month.

The records coordinators have their own Teams channel, and we’re posting daily recordkeeping tips. Some of these are more business-focused, while others deal directly with personal recordkeeping. For example, on April 17, Tax Day in the U.S., we’ll post a reminder that U.S. taxpayers don’t need to keep their tax returns for forever – three years is generally what the IRS recommends (but we also tell them to consult their accountant if they have one).

Coffee talks and/or office hours. These are less-formal opportunities for staff to exchange information (coffee talks) or ask questions (office hours) on all things RIM. We’re scheduling these weekly during RIM Month and then monthly after that.

Weekly Special Events

• Scavenger Hunt. To set this up, determine the number of items to include – we used 10. All items in the hunt are related to RM. In our case, we took existing documents such as the RIM policy, other guidance documents, and even events and news stories and posted codes, e.g., RIMMONTH2023, that could be entered into a form. Entrants who complete the hunt get entered into a drawing for a prize – maybe a good cross-cut shredder?
• Lunch & Learn. We decided to focus on personal recordkeeping as a way to make RM more directly applicable to attendees. We’ll talk about how long to keep personal records and documents, how to get rid of them appropriately, and some tips for improving email management.
• Shred Day. This is pretty self-explanatory; we’re timing it to take place after Tax Day and encouraging folks to bring in their old files to be securely destroyed.
• RM Jeopardy. There are a few sites that will let you set up a Jeopardy-style game pretty easily; there are also PowerPoint templates and instructions for doing it that way. The point is to have some fun and provide some RM trivia tidbits, both general and specific to the organization.  

Other Possibilities

These are things that I saw others share, but which we decided not to do because we’re already doing so much.

• Records management quiz. There are any number of free quiz-makers out there; good questions might come from the RIM policy, training videos, RIM month resources, etc. Maybe have a small prize for the winner or for all participants.
• RM Tips & Tricks Challenge. The suggestion here was to submit a list of your top three tips, tricks, or tools for managing your information better. The suggestions would then be consolidated and made available as a resource.
• RM Bingo. You could do something similar to the scavenger hunt; you could also leverage your daily RM tips. Again, lots of bingo card generators out there.
• Crossword puzzle using RM terms. Lots of crossword generators available online too.
• Educational videos. These don’t have to be that long, and in the age of YouTube and TikTok, they don’t have to be that polished. Take the questions you’re most frequently asked and turn them into 30 seconds- to 1-minute long videos.
• Branded RM “swag” – mugs, travel mugs, coasters, etc. This does take more prior planning and budget, but it’s not outrageously expensive depending on which direction you take it.
• Cleanup days. There are so many ways to take this:
• Clean up your email
• Clean up your desk
• Clean up your personal paper documents and records
• Clean up your OneDrive, Box, Dropbox, or whatever other less-formal platform(s) you use for sharing and collaborating

You could even do a different one every week. The key here is not just to announce it – but give your employees tips and guidance on how to do it effectively. This is also an opportunity to remind them to check with RM if they have questions.

Credit Where Due

I want to thank Ryan Zilm in particular for a number of insightful suggestions, including a Governance Carnival with carnival-style games, and a RIM Escape Room. As he noted in the ARMA Community, “Have many more ideas to share if you like. This stuff excites me!!” He has given me permission to share his email if you have questions – but be aware, he does have a day job, so please be patient! You can reach Ryan at ryanmzilm@gmail.com. 

Special thanks to the additional people who shared ideas in various forums including the ARMA Community and the AIIM Community:

• Sharon Burnett
• Anne Cornish
• Gretchen Bauman
• Beth Thomes
• Kristen Nemoede
• Randi Mauro
• Elizabeth Hansen
• Marissa Clevenger
• John Daly
• Donda Young