More details about me:
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)
- 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 2003-2022, ARMA 2003-2023, MER 2010-2023, and many other industry conferences and events.
I have received a number of certifications and designations including:
- Certified Credentialing Professional (Institute for Credentialing Excellence) - valid through November 2025
- Certified Information Governance Officer (Certified Information Governance Officers Association) - valid through March 2026
- 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
- Certified Information Professional (AIIM) - valid through May 2025
- Certified Records Manager (Institute of Certified Records Managers) - valid through December 2024
- Information Governance Professional (ARMA) - valid through December 2025
- Electronic Document Professional (Xplor) - valid through December 2027
- 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)
Here are some other things I've done:
- OCEG Integrated Policy Management Professional, 2024
- OCEG Certified GRC Professional, 2024
- OCEG Integrated Data Privacy Professional, 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)
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