January 31, 2024

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

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

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

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

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

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

2/6/2024 - IRMS Roadshow Manchester 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4/3-5/2024 - AIIM24, San Antonio, TX 

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

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

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

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

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

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

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

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

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


January 14, 2024

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4/3-5/2024 - AIIM24, San Antonio, TX

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

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

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

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

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

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

January 12, 2024

Tracking Your CEUs - and a CEUs Tracker

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

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

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

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

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

January 3, 2024

I Am An AIIM CIP Ambassador

It's no secret that I've been a fan of certifications for many years. And my history with the AIIM Certified Information Professional (CIP) program is pretty well known at this point. But the nature of that support is changing, and I want to be completely transparent about that.

I've signed an agreement with AIIM to become a CIP Ambassador. What that means is that I'm going to be supporting AIIM with some awareness raising activities, such as writing articles or blog posts about CIP, participating at events in support of CIP on AIIM's behalf, and helping them envision and execute the strategy for CIP.

This is a commissioned role, meaning I have a financial stake in the success of CIP. It's not a huge financial stake, but nevertheless, I think it's important to disclose that. To that end, many of my social media posts will have a link to this blog post, with this disclaimer, and/or with one of the following links, or with at least some disclosure that the link is an affiliate link. 

This link: https://www.aiim.org/cip will take you directly to the AIIM CIP home page, where you can get more information and register for the exam.

This link: https://aiim-international.myshopify.com/cart/39897823051810:1?discount=Jesse_Referral_NewCIP is like an Amazon Affiliate link - if you use it, I will get a commission on your CIP exam fee. It doesn't get added to your fee, so it doesn't cost you anything. In this way the choice is always up to you.  You can also use the main link and enter this discount code: Jesse_Referral_NewCIP

If you are renewing your CIP, the same thing applies - you can go directly to the AIIM website at https://www.aiim.org/cip and renew. If I helped you with your renewal in some way, and you want AIIM to send me part of your renewal fee, you can use this link: https://aiim-international.myshopify.com/cart/40391517437986:1?discount=Jesse_Referral_RenewCIP or the main link and this discount code: Jesse_Referral_RenewCIP

This does not mean that I will be forsaking the rest of the industry and announcements related to other certifications, either. But it does mean that you should start seeing more marketing and visibility of the CIP program.

If anyone reading this has any questions, please feel free to reach out to me directly at jesse.wilkins@athroconsulting.com, or you can contact Theresa Resek at AIIM at tresek@aiim.org

January 1, 2024

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

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

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

1/4/2024 - NAGARA, Ask the Archivist....

1/6/2024 - ARMA New England, Post-Holiday Networking and Charity Event

1/9/2024 - ARMA Chicago, Generative AI

1/9/2024 - Twin Cities ARMA, Creating a Retention Schedule: Understanding Your Options

1/9/2024 - ARMA Northeast Ohio, Microsoft Informational – M365, eDiscovery, Data Security, and AI

1/9/2024 - AIIM+, Records Management Coffee & Conversations: Good Documentation for 2024 (members only)

1/10/2024 - Greater Kansas City ARMA, Building & Sustaining Your RIM Program with a RIM Playbook

1/10/2024 - Meru Data, Implementing Privacy by Design: A Practical Guide

1/10/2024 - ACMP UK, How Change and Wellbeing are Linked

1/10/2024 - NetDocuments, Upcoming Trends in Automation and AI

1/11/2024 - ARMA Triangle, How to Delete a Lot of Email and Files Quickly and Defensibly

1/11/2024 - AIIM+, CIP 2023 Town Hall (members only)

1/11/2024 - IAPP, Managing Cybersecurity and CISO Risk—SolarWinds and New SEC Rule Implications

1/11/2024 - Leadership Through Data, Microsoft Co-Pilot: Navigating the Impact on Information Managers and Privacy Officers

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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