Details about Industry-Focused Projects and Certifications

More details about me: 

My active formal certifications include:

  • Certified Information Professional (AIIM) - valid through May 2025
  • Certified Records Manager (Institute of Certified Records Managers) - valid through December 2024
  • Certified Information Privacy Manager (International Association of Privacy Professionals) - valid through September 2025
  • Certified Information Privacy Professional - US (International Association of Privacy Professionals) - valid through September 2025
  • Information Governance Professional (ARMA) - valid through December 2025
  • Certified Credentialing Professional (Institute for Credentialing Excellence) - valid through November 2025
  • Certified Information Governance Officer (Certified Information Governance Officers Association) - valid through March 2026
  • Electronic Document Professional (Xplor) - valid through December 2027
Here are some other things I've done. Some of these are certifications that I've let lapse or that were retired. Others are certificate programs or "certifications" that aren't really certifications in my mind.
  • Integrated Compliance & Ethics Professional, OCEG, 2024
  • Integrated Audit & Assurance Professional, OCEG, 2024
  • GRC Auditor, OCEG, 2024
  • Integrated Policy Management Professional, OCEG, 2024
  • Certified GRC Professional, OCEG, 2024
  • Integrated Data Privacy Professional, OCEG, 2023
  • Inducted into InfoAdvocates Information Governance Hall of Honor, 2022
  • Enrolled in AIIM's Company of Fellows as Fellow #223, AIIM, 2020
  • Box Certified Professional, Box, 2022
  • Confident Change Management Certificate, AIIM, 2021
  • Capture Specialist, AIIM, 2020
  • Specialist in Information Governance, AIIM, 2020
  • Practical AI for the Information Professional Certificate, AIIM, 2019
  • Emerging Technologies Certificate, AIIM, 2018
  • Taxonomy and Metadata Specialist, AIIM, 2018
  • Modern Records Management Master, AIIM, 2017
  • Business Process Management Master, AIIM, 2017
  • Social Media Governance Professional, AIIM, 2013
  • Email Management Master, AIIM, 2008
  • Electronic Records Management Master, AIIM, 2007
  • Enterprise Content Management Master, AIIM, 2007
  • Laureate of Information Technologies (EDM, ECM, ERM), AIIM, 2003-2004 (designation retired) 
  • Master of Information Technologies, AIIM, 2002 (designation retired)
  • Certified E-Discovery Professional (Association of Certified E-Discovery Specialists - expired)
  • CDIA+ (CompTIA - certification retired)
  • Information Capture Professional (TAWPI - certification retired)
  • Certified Software Quality Engineer (ASQ - expired)

I have led or contributed substantially to a number of information management industry initiatives including the following:

  • Served as a subject matter expert for the 2023 update to the AIIM Certified Information Professional (CIP)
  • Served as a subject matter expert for the 2022 update to the ARMA Information Governance Professional 
  • Led the development of, and served as a subject matter expert for, the 2019 update to the AIIM CIP certification (2019)
  • Developed the AIIM CIP Study Guide, 2019 edition (2019)
  • Developed the Foundations of Intelligent Information Management course, which is also a CIP preparatory workshop (2019)
  • Developed the AIIM GDPR Toolkit (2018)
  • Developed the AIIM Modern Records Management Master Class (2018)
  • Developed the 2017 update to the AIIM Electronic Records Management Master Class
  • Led the development of, and served as a subject matter expert for, the 2016 update to the AIIM CIP certification
  • Developed the AIIM CIP Study Guide, 2016 edition
  • Developed the CIP Preparatory Workshop (2016)
  • Developed the 2015 refresh to the AIIM ECM Master Class
  • Developed the 2014 update to the AIIM Electronic Records Management Master Class
  • Developed the AIIM Managing Records and eDiscovery in SharePoint 2013 Training Program (2013)
  • Developed the AIIM Social Media Governance Training Program (2011)
  • Led the technical development of, and served as a subject matter expert for, the AIIM CIP certification (2011) 
  • Developed the AIIM Social Business Roadmap (2011)
  • Developed the 2009 update to the AIIM Electronic Records Management Master Class
  • Developed the AIIM Email Management Master Class (2008)
  • Served as a subject matter expert for the ARMA Professional Competencies Task Force (2005)
  • Served as a subject matter expert for the TAWPI Information Capture Professional certification (2004-2008)
  • Served as a subject matter expert for the CompTIA CDIA+ certification (2002)

I have written numerous articles on information management topics and delivered more than 800 presentations to more than 10,000 attendees since 2002 including AIIM 2003-2024, ARMA 2003-2023, MER 2010-2023, and many other industry conferences and events. 

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