Upcoming Industry Meetings and Webinars - September 1-30, 2023

Here are the industry webinars and events I'm aware of for September 1-30, 2023. Conferences are listed through December 31, 2023 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. I also don't charge or get paid for this. 

9/1/2023 - Microsoft AI Day, Toronto, ON

9/4/2023 - Leadership Through Data and RIMPA Global, Microsoft 365 Bi-Monthly Forum in collaboration with RIMPA

9/5/2023 - AIIM+, Records Managers Coffee and Conversation: Understanding NARA’s Recent Regulation – Digitizing Perman (members only)

9/5/2023 - Luiza Jarovsky, AI for Good: Rethinking Risks, Privacy & Regulation

9/6/2023 - Contoural, M365 Summer School Part 5: eDiscovery

9/6/2023 - Digital Government Institute, 11th Annual 930gov Conference, Washington, DC

9/6-7/2023 - Capture & IDP Conference, Chicago, IL

9/7/2023 - ARMA Triangle, The Risks and Benefits of Generative Artificial Intelligence

9/7/2023 - RIMPA Global, Wellington | Roadshow

9/7/2023 - ACMP, OCM Delivery Creates Intrinsic Value (members only)

9/12/2023 - ARMA Orlando, Gamifying Governance

9/12/2023 - Twin Cities ARMA, The New Holistic Approach to Records Management 

9/12/2023 - ARMA Chicago, Becoming a RIM Influencer

9/12/2023 - ARMA Northeast Ohio, Electronic Records Disaster Planning and Recovery

9/12/2023 - ARMA, Legal Industry Group Coffee and Chat (members only)

9/12/2023 - AIIM+, Meeting the Challenge: M365 - The Intersection of Data Literacy and AI in M365 (members only)

9/12/2023 - RIMPA Global and Grace Industries, The Dangers of Dark Data – Cyber Threats in Information Management

9/12/2023 - ACMP, Asking 720k People to Work Different (members only)

9/12-14/2023 - Salesforce Dreamforce 2023, San Francisco, CA

9/13/2023 - ARMA Nebraska, Managing Boys Town Records & Archives & Hall of History Tour

9/13/2023 - ARMA New Jersey, Tools of the Trade

9/13/2023 - ARMA Metro Maryland, Knowing What To Look For - Finding The Right People To Fill Your Organization's Information Governance-Related Roles

9/13/2023 - Leadership Through Data, Microsoft 365 eDiscovery Overview

9/13/2023 - Info-Tech Research Group, Architecting Your Data and Architecture Landscape for Privacy, Security and Data Sharing

9/13/2023 - ACMP UK, Getting Buyin for Behavioral Change

9/14/2023 - Leadership Through Data, What to Do with Microsoft Teams Chat

9/14/2023 - Leadership Through Data, Microsoft 365 eDiscovery Overview

9/14-15/2023 - Digitalization in Oil and Gas Conference, Houston, TX

9/15/2023 - ARMA Palm Beach-Treasure Coast, The Convergence of Information Governance, Data Privacy & E-Discovery

9/15/2023 CollabCon Conference 2023, Orlando, FL 

9/18-19/2023 - ARMA New England, 2nd Annual Golf Benefit and Education Day

9/18-20/2023 - Georgia Records Association Annual Conference, Peachtree City, GA

9/18-21/2023 Enterprise Data World, Anaheim, CA 

9/19/2023 - ARMA Central Missouri, Presentation and Tour of Archives and Records

9/19/2023 - ARMA Atlanta, Collaboration with Cyber Security Summit

9/19/2023 - ARMA San Antonio, Unlock the Power of Protection: By Understanding Top Cybersecurity Threats

9/19/2023 - IRMS and Act Now Training, Mr Clippy’s top tips for tackling AI & Machine Learning projects

9/19-21/2023 - Exterro XChange, New Orleans, LA 

9/19-21/2023 - TechLearn 2023, New Orleans, LA 

9/19-21/2023 - Info-Tech Live, Las Vegas, NV 

9/20/2023 - ARMA Mile High Denver, Denver Water Tour

9/20/2023 - ARMA Metro NYC-LI, Chapter Year Kick-Off Social

9/20/2023 - ARMA Sacramento, Project Management Essentials for RIM Professionals

9/20/2023 - AIIM+, Part 2: Microsoft 365 Best Practices for Information Governance and Records Management (members only)

9/20/2023 - Info-Tech Research Group, Assess Infrastructure Readiness for Digital Transformation

9/20/2023 - Contoural, M365 Summer School Part 6: How Are Companies Really Using M365?

9/21/2023 - ARMA Arizona, Chapter Mixer

9/21/2023 - ARMA Oklahoma, ARMA Leadership Panel Discussion

9/21/2023 - ARMA St. Louis: Opening Season Doubleheader

9/21/2023 - Iron Mountain, Measuring Risk: What's Your Temperature? 

9/21/2023 - ARMA International, AI & Ethics: New Developments, Regulatory Considerations & Ethical Obligations

9/21/2023 - Zasio, Making Every User a Records Manager: Strategies For Cultivating Compliance

9/26/2023 - The Rise of Privacy Tech, TROPT AI Global Summit, virtual 

9/26/2023 - IRMS, IRMS Legal: GDPR Update

9/26/2023 - IAPP and OneTrust, Privacy by design to evolve beyond compliance & enforce responsible use of data

9/27/2023 - ARMA Madison, Tame the Email Monster: How to Delete Emails Quickly and Defensibly

9/27/2023 - ARMA Houston, AI Legal Concerns and Its Impact on IG Best Practices: A Monster Amongst Us?

9/27/2023 - AIIM and AvePoint, Making the Case for Information Management: What You Need to Know to Prove Value, Remove Risk, and Save Money

9/27/2023 - RIMPA Global, IG Policies: What is Good Content?

9/28/2023 - ACMP, Foundations of Change Management & Org Development (members only)

9/29-30/2023 - ACMP, CHG MGMT SUMMIT, Toronto, ON

10/1-5/2023 - Hyland CommunityLive 2023, Las Vegas, NV

10/2-4/2023 - InfoGovWorld 2023, San Diego, CA

10/3-4/2023 - AIIM International and AIIM Florida, Solutions Showcase and Strategy Summit, Tampa, FL

10/3-4/2023 - Big Data & Analytics Montreal Summit 2023, Montreal, QC 

10/3-6/2023 - RIMPA Global, RIMPA Live 2023, The Gold Coast, Queensland, Australia

10/5-6/2023 - IAPP, Privacy.Security.Risk 2023, San Diego, CA

10/9-11/2023 - ARMA InfoCon 2023, Detroit, MI

10/10-11/2023 - AvePoint, #shifthappens, Washington, DC 

10/11/2023 - BoxWorks, virtual 

10/11-12/2023 - OpenText World 2023, Las Vegas, NV

10/25-27/2023 - (ISC)2 Security Congress 2023, Nashville, TN

10/25-27/2023 - 37th Annual VAGARA Conference, Virginia Beach, VA 

11/2-3/2023 - IAPP, AI Governance Global 2023, Boston, MA

11/3/2023 - TSLAC and TXDIR e-Records 2023, Austin, TX

11/6-9/2023 - KMWorld 2023, Washington, DC

11/8-10/2023 - Privacy + Security Forum, Washington, DC

11/13-16/2023 - IAPP European Data Privacy Congress, Brussels, BE 

11/14-16/2023 - Xplor 2023 CCM Summit, Orlando, FL

11/14-17/2023 - Microsoft Ignite, Seattle, WA

11/28-29/2023 - IAPP, ANZ Summit 2023, Sydney, AU 

12/4-8/2023 - Data Governance & Information Quality Conference, Washington, DC 

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

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

Certifications in the Information Management Industry Part 3 - The Information Governance Professional

Other parts in this series: 

• Certifications in the Information Management Industry Part 1 - Introduction
• Certifications in the Information Management Industry Part 2 - The Certified Records Manager and Certified Records Analyst
• Certifications in the Information Management Industry Part 4 - The Certified Information Professional

In the interests of full disclosure, I was the technical architect for the AIIM CIP in 2011 and the program and exam architect in 2016 and 2019. I also served on the scoring committee for the 2022 update to the ARMA IGP. For the other certifications I'm reviewing, my only involvement is as a certified holder of their credential, and, as required, a member of ICRM. 

ARMA International announced that it had begun the development of the Certified Information Governance Professional (IGP) in April 2012. The intent of the IGP was to accredit the strategic experience of information governance professionals in alignment to the Generally Accepted Recordkeeping Principles (now, The Principles). The first group of beta exam takers took the test in spring 2013 and the first IGPs were officially announced in August 2013. 

ARMA began a process to update the exam in 2021, and the updated IGP exam and program were formally released on July 15, 2022.  

Unlike many of the other certifications in the IGIM industry, ARMA has gone through a formal psychometric validation process for both versions of the IGP program. ARMA's exam development process is open in that an open call for volunteers is made for the different tasks required to update the exam.

The IGP Exam

Candidates for the IGP exam are not required to complete any formal or industry educational requirements or document any specific work experience. However, there is a formal application process that includes fields to document education and work experience, and the IGP Handbook notes that a partial refund is available to those who fail to qualify as a candidate. Recommended qualifications are a 4-year degree and a minimum of 3 years work experience in a field relevant to information governance. The application also requires agreement to the IGP Code of Ethics. Candidates are not required to be members of ARMA in order to take the exam or maintain the certification. 

The combined application/exam fee is $599; if a candidate fails to qualify or has extenuating circumstances requiring withdrawal from the exam process, $499 is refunded. 

The IGP exam consists of a single 140-question exam. Exam questions are multiple choice. Candidates have 3 hours (180 minutes) to complete the exam. Candidates are allowed 3 attempts to pass the exam; the second and third attempts are $250 each. After a third failure, candidates must wait 1 year and then must reapply as a new candidate. The exam uses multiple exam forms and randomizes the questions for each candidate. 

The exam is proctored and timed, and available through Pearson VUE testing centers or OnVUE online proctoring. ARMA does not publish the passing score or percentage; candidates are notified of their unofficial pass/fail status on the day of the exam, and these results are confirmed by ARMA within 30 days. 

Maintenance

In order to maintain their designation, IGPs must complete 60 educational contact hours (CEUs) over a 3-year period, broken down as follows: 

15 hours - Information management

4 hours - Information security

4 hours - Privacy

4 hours - Risk management

4 hours - Legal

4 hours - Technology

4 hours - Business

2 hours - Ethics

19 hours - General - anything IG-related or that relates to any of the topics above.  

No more than 18 hours will awarded for any single activity irrespective of its duration. An activity must count for at least 30 minutes or 0.5 CEUs to be awarded credit. IGPs must also pay a $250 renewal fee. 

  

IGP in a Nutshell

• Exam cost: $599, includes nonrefundable $100 application fee
• Experiential requirement: No
• Formal educational requirement: No
• Training requirement: No 
• Proctored and timed exam? Yes
• Valid exam? Yes
• Exam developed through open process? Yes 
• Code of ethics: Yes
• Renewal requirements: Yes, 60 CEUs over 3 years and $250 renewal fee
• Accredited: No

AIIM Solicits Candidates for the CIP v2023 Beta Exam

AIIM has announced it is soliciting candidates to take the updated CIP beta exam. The exam was completely rewritten this year after AIIM's decision last year to make it unproctored. The topics covered are largely the same, though there are some nuances here and there. 

The ideal candidate is someone with 5 years of experience in at least one domain of the CIP exam. If you are already a CIP, AIIM has requested that you not take the beta exam as it will tend to skew the results and make the exam harder than it is intended to be. But if you work with someone who meets the criteria, please have them sign up! 

I don't know whether the CIP Study Guide will have been updated by the time the beta launches, but the old (v2019) one still covers probably 85-90% of the exam. 

Candidates will receive a 50% discount to the full cost of the exam, or $175. The beta exam will be proctored; I believe it will only be available online. 

Candidates who pass the beta exam will receive the same certification as a CIP who has taken the final exam. The only difference is that candidates won't know they've passed for 4-6 weeks while AIIM determines the passing score and grades the exams according to that score. 

To register your interest in being contacted when the beta exam goes live, visit https://info.aiim.org/2023-cip-beta-exam.

AIIM Accepting Applications for the Board of Directors

AIIM has announced that it is soliciting Directors at Large to serve on the AIIM International Board of Directors for a three-year term starting January 1, 2024. Key qualifications: 

• Ability to think strategically and make sound plans for the Association
• Ability to attend Board Meetings, some of which are in-person
• AIIM Professional (AIIM+ / AIIM+ Pro) member in good standing

There is an application form at the link below; you'll also need your resume or CV and a letter of reference. Applications are due by September 17, 2023. 

For more information, or to submit an application, visit https://info.aiim.org/aiim-board-nominations.

AIIM Opens Call for Speakers for AIIM24

AIIM has opened a call for speakers for AIIM24, scheduled for April 3-5, 2024 in San Antonio, TX. The call doesn't seem to have any limitations on who can apply, though in the past solution providers had been required to be sponsors in order to get a speaking slot. 

The deadline to submit a proposal is September 17, 2023. More information on what AIIM is looking for, and the link to submit, can be found at https://www.cvent.com/c/abstracts/bc37b69b-ca6b-4888-b75e-27ac2795596f. 

Upcoming Industry Meetings - August 16 - September 15, 2023

Here are the industry webinars and events I'm aware of for August 16 - September 15, 2023. Conferences are listed through December 31, 2023 because they have longer lead times. I don't have anything to do with any of these from a planning perspective, so please reach out to the individual event producers with any questions. I also don't charge or get paid for this.

8/15-16/2023 - RIMPA Global, Canberra Symposium: Imagining the IM Future Beyond Tomorrow

8/16/2023 - Meru Data, Intersection of Privacy Laws and AI

8/16/2023 - IAPP and Securiti, Managing privacy in the era of generative AI (members only)

8/16/2023 - AIIM True North, Missing "Bytes": The Critical Role of Information Governance in SDLC

8/16/2023 - Info-Tech Research Group, Develop a Value-First Business Automation Strategy

8/20-24/2023 - ILTA, ILTACON 2023, Orlando, FL

8/21-23/2023 - ISACA and IIA, GRC 2023, Las Vegas, NV

8/21-23/2023 - 20th International Conference on Privacy, Security & Trust, Copenhagen, DK

8/21-25/2023 - Microsoft 365 Conference & Power Platform Conference, Seattle, WA

8/22/2023 - RecordPoint, How to use ChatGPT to streamline records management

8/22/2023 - MER Sapient and ZL Technologies, File Clean-Up: Defensibly Purge Your ROT 

8/23/2023 - ARMA Houston, ARMA in Motion: An Update from ARMA International

8/23/2023 - RIMPA Global, Sydney | Symposium

8/23/2023 - Contoural, M365 Summer School Part 3: Retention for Email

8/24/2023 - IAPP and Transcend, Generative AI Governance 101 - a masterclass for privacy pros (members only)

8/24/2023 - ACMP, Transition Solutions: A Framework for Change (members only)

8/24/2023 - Access, From Manual to Intelligent: How AI is Transforming Records Management

8/24-25/2023 - SANS Security Awareness: Managing Human Risk Summit, Las Vegas, NV or online

8/29/2023 - Contoural, M365 Summer School Part 4: Security and Privacy

8/29/2023 - Zasio, Virtual Coffee with Consulting: AI and Big Data – Rewards, Risks, and RIM Implications

8/29/2023 - Access, Successful Mergers and Acquisitions: Expert Advice for Integrating Legacy IT Systems

8/31/2023 - ARMA, Developing an Actionable Global Retention & Deletion Program

8/31/2023 - Access, Unlocking Records and Information Management: Exploring Emerging Frontiers with Tech

9/4/2023 - Leadership Through Data and RIMPA Global, Microsoft 365 Bi-Monthly Forum in collaboration with RIMPA

9/5/2023 - AIIM+, Records Managers Coffee and Conversation: Understanding NARA’s Recent Regulation – Digitizing Perman (members only)

9/5/2023 - Luiza Jarovsky, AI for Good: Rethinking Risks, Privacy & Regulation

9/6/2023 - Contoural, M365 Summer School Part 5: eDiscovery

9/6/2023 - Digital Government Institute, 11th Annual 930gov Conference, Washington, DC

9/6-7/2023 - Capture & IDP Conference, Chicago, IL

9/7/2023 - ARMA Triangle, The Risks and Benefits of Generative Artificial Intelligence

9/7/2023 - RIMPA Global, Wellington | Roadshow

9/12/2023 - ARMA Orlando, Gamifying Governance

9/12/2023 - Twin Cities ARMA, The New Holistic Approach to Records Management 

9/12/2023 - ARMA, Legal Industry Group Coffee and Chat (members only)

9/12/2023 - AIIM+, Meeting the Challenge: M365 - The Intersection of Data Literacy and AI in M365 (members only)

9/12-14/2023 - Salesforce Dreamforce 2023, San Francisco, CA

9/13/2023 - ARMA Nebraska, Managing Boys Town Records & Archives & Hall of History Tour

9/13/2023 - ARMA New Jersey, Tools of the Trade

9/13/2023 - Leadership Through Data, Microsoft 365 eDiscovery Overview

9/13/2023 - Info-Tech Research Group, Architecting Your Data and Architecture Landscape for Privacy, Security and Data Sharing

9/13/2023 - ACMP UK, Getting Buy in for Behavioral Change

9/14/2023 - Leadership Through Data, What to Do with Microsoft Teams Chat

9/14/2023 - Leadership Through Data, Microsoft 365 eDiscovery Overview

9/14-15/2023 - Digitalization in Oil and Gas Conference, Houston, TX

9/15/2023 - ARMA Palm Beach-Treasure Coast, The Convergence of Information Governance, Data Privacy & E-Discovery

9/15/2023 CollabCon Conference 2023, Orlando, FL 

9/18-19/2023 - ARMA New England, 2nd Annual Golf Benefit and Education Day

9/18-20/2023 - Georgia Records Association Annual Conference, Peachtree City, GA

9/18-21/2023 Enterprise Data World, Anaheim, CA 

9/19-21/2023 - Exterro XChange, New Orleans, LA 

9/19-21/2023 - TechLearn 2023, New Orleans, LA 

9/19-21/2023 - Info-Tech Live, Las Vegas, NV 

9/21/2023 - InfoAdvocates, Records Management, neXt

9/21/2023 - InfoAdvocates, eDiscovery, neXt

9/26/2023 - The Rise of Privacy Tech, TROPT AI Global Summit, virtual 

9/29-30/2023 - ACMP, CHG MGMT SUMMIT, Toronto, ON

10/1-5/2023 - Hyland CommunityLive 2023, Las Vegas, NV

10/2-4/2023 - InfoGovWorld 2023, San Diego, CA

10/3-4/2023 - AIIM International and AIIM Florida, Solutions Showcase and Strategy Summit, Tampa, FL

10/3-4/2023 - Big Data & Analytics Montreal Summit 2023, Montreal, QC 

10/3-6/2023 - RIMPA Global, RIMPA Live 2023, The Gold Coast, Queensland, Australia

10/5-6/2023 - IAPP, Privacy.Security.Risk 2023, San Diego, CA

10/9-11/2023 - ARMA InfoCon 2023, Detroit, MI

10/11/2023 - BoxWorks, virtual 

10/11-12/2023 - OpenText World 2023, Las Vegas, NV

10/25-27/2023 - (ISC)2 Security Congress 2023, Nashville, TN

11/2-3/2023 - IAPP, AI Governance Global 2023, Boston, MA

11/3/2023 - TSLAC and TXDIR e-Records 2023, Austin, TX

11/6-9/2023 - KMWorld 2023, Washington, DC

11/8-10/2023 - Privacy + Security Forum, Washington, DC

11/13-16/2023 - IAPP European Data Privacy Congress, Brussels, BE 

11/14-16/2023 - Xplor 2023 CCM Summit, Orlando, FL

11/14-17/2023 - Microsoft Ignite, TBD 

11/28-29/2023 - IAPP ANZ Summit 2023, Sydney, AU 

12/4-8/2023 - Data Governance & Information Quality Conference, Washington, DC 

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

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

I'm Available to Speak at Your Meeting - August 2023 Update

By way of background, I've been speaking on information management-related topics since around 2000. I've been privileged to speak at AIIM 2003 - 2023, about a dozen ARMA conferences, a number of MER conferences between 2010 and 2023, and more than 400 other events since 2003. I've also delivered a number of keynote sessions at conferences, user group meetings, and solution provider events. 

Topics

Here are some topics that I'm very comfortable doing - I speak on them regularly, albeit with different nuances for different audiences. This is not an exhaustive list, just the things I've done more recently. If you don't see your topic or angle on the list, reach out to me anyway and we can discuss. 

• Keynote: Harnessing Your Information to Create Business Value
• How to Improve Your Records Program with a Records Management Playbook (broader IG version available too)
• When Employees Leave: How to Manage Separating Employees' Information
• Professional Development for the Information Professional
• How to Build Your Own Professional Development Plan
• The Best Certifications for Information Professionals
• How to Select the Right Certification for You
• Information Management Industry Certifications: An Overview
• How to Conduct a Business and Technical Assessment for Information Management
• How to Conduct an Information Management Maturity Assessment
• How to Conduct a Social Media Business Assessment
• How to Implement Social Media Governance

Many of these can be done as half- or full-day seminars or workshops, complete with checklists, guidelines, templates, etc. Check with me for more information. 

Delivery

Many organizations are moving back to in-person meetings, or at least hybrid ones. I am quite comfortable doing in-person events, but you or your organization might not be. That's OK; I've been doing live remote events since 2004. For remote, I have access to Zoom, Slack, Teams, Webex, Google, etc. and if you have a different platform I'll figure it out. 

For in-person events, whatever venue you use, I can make work; I've spoken in auditoriums, conference rooms, bars, a bowling alley, and even Fenway Park and the Boston Zoo. 

Fees and Scheduling

As has been the case for a few years now, I am waiving any speaking fees for local or regional events for non-profits like ARMA and AIIM chapters. For in-person events, even chapter meetings, I do need to recoup travel costs, but I'm a pretty cheap date. Solution providers and end user organizations? I'm available to speak at your events as well, but I do charge a fee and travel costs, with the fee based on the location, duration, and topic. 

If you're interested, reach out to me at jesse.wilkins@athroconsulting.com to discuss. Right now I'm scheduling starting in September 2023 through June 2024. If you're interested in a half- or full-day seminar, please contact me sooner than later as I have a very limited amount of availability for those.