Upcoming Industry Meetings and Webinars - September 16 - October 15, 2023

Here are the industry webinars and events I'm aware of for September 16 - October 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. 

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

9/19/2023 - ARMA and Cadence Solutions, Purview Records Management

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?

9/20/2023 - IGWorld Magazine and Smarsh, Governing Off-Channel Communications: Compliance Lessons Learned

9/21/2023 - ARMA Arizona, Chapter Mixer

9/21/2023 - ARMA Jacksonville, Thirsty Thursday

9/21/2023 - ARMA Oklahoma, ARMA Leadership Panel Discussion NEW LINK - may not open until 11:15 CDT: https://us02web.zoom.us/j/87868444253?pwd=Yis0VGtIRjc4UkVJS1hXQWN6THQydz09#success

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

9/21/2023 - ARMA Keystone, IG and Cybersecurity

9/21/2023 - ARMA Utah, Keeping Up with the Information Avalanche: Governing the Wild, Wild Tech of the Digital Age!

9/21/2023 - ARMA Seattle, Making Your ARMA Chapter Work for You

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

9/21/2023 - Access, Vision and Challenges in Modern Information Management: Insights from Wendy McLain at Valero Energy

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

9/21/2023 - RecordPoint, AMA: From ChatGPT to common records management concerns

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

9/21/2023 - RIMPA Global and Grace Industry, The Dangers of Dark Data – Cyber Threats in Information Management

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 - IMCanadaConnect, Does Your Records Management Program Measure Up? 

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 - ARMA Michigan, Vocabulary Management Programming & Maturity at the City of Toronto

9/28/2023 - ARMA and Cadence Solutions, Content AI & Automatic Classification

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

9/28/2023 - RIMPA Global and Objective, Unravelling Content Sprawl: Insights from the Objective Information Management Survey and Strategies for Success

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

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

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

10/3-6/2023 - IAPP, Privacy.Security.Risk 2023, San Diego, CA

10/4/2023 - ACMP & ICF Insights Series: Helping Coaching Clients Navigate Change in a Transformative Way

10/5/2023 - ARMA Triangle, Navigating the Social Media Landscape: Policies, Retention, Preservation, and Real-World Scenarios

10/5/2023 - IRMS Info Rights, The Future of Information Rights

10/5/2023 - Digital Government Institute, FOIA Automation

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

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

10/11/2023 - BoxWorks, virtual 

10/11/2023 - AIIM and Crawford Technologies, Learn How Your Organization Can Thrive with a Single-Source of Truth

10/11/2023 - IRMS Schools Group, Achieving a positive data protection and records management compliance culture

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

10/23-25/2023 - NetDocuments Inspire 2023, San Antonio, TX 

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

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

10/31-11/3/2023 - IAPP AI Governance Global 2023, Boston, MA

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

11/5-9/2023 - TDWI Conference and Executive Summit, Orlando, FL

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.

ARMA Announces Call for Submissions for ARMA InfoNext 2024

Updated 10/3: The CfP has been extended through October 20, 2023. 

ARMA has opened a call for speakers to present at the ARMA InfoNext 2024 conference (formerly MER), scheduled for April 8-10, 2024 in Palm Springs, CA. Proposals will be accepted through October 6, 2023. 

Instructions for completing a speaking proposal can be found here. (PDF) More information about ARMA InfoNext, and a link to the submission process, can be found at 

https://s6.goeshow.com/arma/executive/2024/abstract_submission1.cfm

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. 

Upcoming Industry Meetings - August 1 - 31, 2023

Here are the industry webinars and events I'm aware of for August 1 - 31, 2023. Larger events like conferences are listed through November 30, 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 get paid or get anything out of this.

8/2/2023 - Info-Tech Research Group, Design and Implement a Business-Aligned Security Program

8/2-3/2023 - The Digital Workplace Conference, Melbourne, AU 

8/3/2023 - ACMP Ohio, 7 Change Management Strategies to Transform Your Projects

8/3/2023 - NAGARA, Letting Go is Never Easy

8/3/2023 - IRPAAI and IBM, Augmenting Your Workforce in a Digital-First World 

8/7-9/2023 - NIRMA 2023, Las Vegas, NV

8/7-9/2023 - Ai4 2023, Las Vegas, NV

8/8/2023 - AIIM+, Meeting the Challenge - M365 - Purview Insider Risk Management in Action (members only)

8/8/2023 - MER Sapient and Contoural, Using M365 PowerApps to Dynamically Present and Publish Your Records Schedule 

8/8/2023 - ACMP, Conflict De-escalation and Resolution (members only)

8/8/2023 - Access, From the Box and Beyond: Five Reasons to Store Your Records Offsite

8/8/2023 - Alta Associates' Executive Women's Forum, WOI Forum: Generative AI: Friend or Foe of the Corporation - a Privacy and Security Perspective

8/9/2023 - Orchestry, Step by Step Guide to Records Management with Microsoft Purview

8/9/2023 - AIIM and Rocket Software, When AI, Automation, and Content Intersect: Rumor vs. Reality

8/9/2023 - IAPP and Exterro, AI & ethics: New developments, regulatory considerations and ethical obligations (members only)

8/10/2023 - ARMA, Hello Goodbye, Goodbye Hello (members only)

8/10/2023 - MER Sapient and Epiq, The Power Couple: How Records Managers and Security Are Key to Information Governance

8/10/2023 - Contoural, M365 Summer School Part 1: Overview and Framework

8/15/2023 - Contoural, M365 Summer School Part 2: Retention for SharePoint and Teams

8/15/2023 - KMWorld and Access, Game-Changing Technologies in Machine Learning and AI

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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 

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

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

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

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, 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

11/14-27/2023 - Microsoft Ignite, Seattle, WA and online

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

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/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. 

ARMA and RIMPA Global Announce Global Information Consortium

At the ARMA Canada Information Conference this week, ARMA and RIMPA Global announced the formal launch of the Global Information Consortium. RIMPA had previously announced this in April. 

RIMPA's announcement from this week on their website is scanty; ARMA doesn't have anything on their website at all. And the GIC web page is bare bones as well. As more information becomes available, I'll post it here, but for now, there's something going on but there's very little detail as to what it actually is. 

IGIM Industry Associations Playing Nicely - Or Are They?

Over the last year or so, I've seen a lot more cooperation between the various IGIM industry associations I'm a member of. In some cases it's been formal partnerships, such as the one between ARMA and RIMPA. In other cases, it's more of a "let's play nicely together", as was the case with the certification panel I moderated at AIIM23 and the keynote panel I moderated at ARMA Canada 2023. 

At ARMA Canada 2023 this week, ARMA and RIMPA announced a broader initiative called the Global Information Consortium. RIMPA had previously announced this in April, but it likely didn't get much notice or traction on this side of the pond. And I'm still not sure what this means, as the website is just a landing page and signup page with no information about members, how to get involved, etc. I don't believe AIIM is a participant, at least not yet. 

But the point of this post is events. Over the last few years, the vendor-neutral IGIM calendar in North America has looked something like this: 

• February: InfoAdvocates InfoGov Day, online
• March: InfoGovWorld Media, Information Governance Summit, San Diego, CA
• April: AIIM, various locations
• May: MER, Chicago with one exception
• June/July: ARMA Canada, various locations
• September/October: InfoGovWorld Media, InfoGovWorld, virtual
• October: ARMA InfoCon, various locations

But the next 12 months will see significant shakeups. AIIM has created a new event, the Solutions Showcase and Strategy Summit, scheduled for October 3-4 in Tampa, FL. This is the same dates as InfoGovWorld, which is now an in-person event, and only a few days before ARMA InfoCon 2023. ARMA has taken over the former MER conference, now rebranded as InfoNext, and perhaps in response, has decided to hold it April 8-10, 2024 in Palm Springs, CA, the week after AIIM24 in San Antonio. 

In both cases, these events are green field - that is, AIIM could have held the SS&SS anywhere and any time. And since MER InfoNext is rebranding and moving, same same. But in both cases management decided to hold their events in close proximity to established and already scheduled events. 

So my question to both AIIM and ARMA is - why? Why would you intentionally schedule on top of another event? And please don't insult our intelligence by saying that those were the only dates available. You have the entire country, and almost any week, to hold your events. This cannot be other than an intentional bid to make those of us in the industry choose between them. You may find that their event is preferable to yours.... And in the case of ARMA InfoNext, it's unlikely that most prospective attendees would be able to get the money and time out of the office to go to both AIIM and InfoNext. But maybe there's less overlap than I think, though speakers and vendors may disagree.  

Since InfoCon was scheduled a year ago, I'm already signed up to do a precon workshop and a panel there, so AIIM doesn't get my rego or presence for their fall event. Similarly, since AIIM24 was scheduled at least a year ago, ARMA InfoNext probably doesn't get my rego or presence for their event, though as a consultant I have slightly more flexibility than most.

I'd love to get some insight from AIIM and ARMA as to their thought process, but I won't hold my breath. Likewise, I'd love more information on what exactly the GIC entails, but likewise. Whenever they get around to providing additional details, I'll post them here. 

Upcoming Industry Meetings and Webinars - July 16 - Aug 15, 2023

 Upcoming Industry Meetings and Webinars - July 16 - August 15, 2023

Here are the industry webinars and events I'm aware of for July 16 - August 15, 2023. Conferences are listed through October 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 get paid or get anything out of this.

7/17/2023 - IAPP, CPRA is here: How to get ahead (members only)

7/17-19/2023 - ARMA Canada 2023, Toronto, ON

7/18/2023 - ARMA Central Missouri, Planning Meeting. Contact Lori Grothoff at lgrothoff@orscheln.com to RSVP.

7/18/2023 - Contoural, Part 3 - Executing Privacy Summer School - Data Retention Policies

7/18/2023 - ACMP, The Power of Both: ACMP & ICF Insights Series: Driving Change Through A Coach Approach (members only)

7/18-21/2023 - NAGARA 2023, Cincinnati, OH

7/19/2023 - ARMA SCIE, Litigation Hold Policies for Public Agencies

7/19/2023 - Info-Tech Research Group, Establishing Your Responsible AI Guiding Principles

7/20/2023 - Iron Mountain, Generative AI and Information Governance: Friends or Foes?

7/20-21/2023 - RIMPA Global, Geelong | Symposium

7/24/2023 - ARMA Southwestern Ontario, Annual General Meeting

7/25/2023 - LegalRM, ILTA Masterclass: How teamwork makes the information governance dream work!

7/25/2023 - ARMA and Access, The Yin and Yang of Information Management: Unleashing the Power of Records Management and Information Governance

7/25/2023 - AIIM+ and Square 9, 3 Ways to Streamline Your Accounts Receivable Customer Onboarding (members only) 

7/25/2023 - Institute of Operational Privacy Design, Design Process Standard Launch

7/26/2023 - AIIM, Mega Webinar: Information Management in the Age of AI

7/26/2023 - Contoural, Part 4 – Executing Privacy Summer School – Privacy Enabled Incident Response

7/26/2023 - Info-Tech Research Group, Design an Enterprise Architecture Strategy

7/27/2023 - ARMA and LegalRM, Hello Goodbye, Goodbye Hello (members only)

7/27/2023 - ACMP, Including Al Ethics in OCM Now a Necessity (members only)

7/27/2023 - RIMPA Global, Adelaide | Roadshow

7/28/2023 - ARMA California Summer Conference, Irvine, CA

8/2/2023 - Info-Tech Research Group, Design and Implement a Business-Aligned Security Program

8/2-3/2023 - The Digital Workplace Conference, Melbourne, AU 

8/3/2023 - ACMP Ohio, 7 Change Management Strategies to Transform Your Projects

8/3/2023 - NAGARA, Letting Go is Never Easy

8/3/2023 - IRPAAI and IBM, Augmenting Your Workforce in a Digital-First World 

8/7-9/2023 - NIRMA 2023, Las Vegas, NV

8/7-9/2023 - Ai4 2023, Las Vegas, NV

8/8/2023 - MER Sapient and Contoural, Using M365 PowerApps to Dynamically Present and Publish Your Records Schedule 

8/9/2023 - AIIM and Rocket Software, When AI, Automation, and Content Intersect: Rumor vs. Reality

8/10/2023 - MER Sapient and Epiq, The Power Couple: How Records Managers and Security Are Key to Information Governance   

8/10/2023 - Contoural, M365 Summer School Part 1: Overview and Framework

8/15/2023 - Contoural, M365 Summer School Part 2: Retention for SharePoint and Teams

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

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

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

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

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

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

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

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

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

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 

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

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

10/3-6/2023 - 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

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 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. 

Certifications in the Information Management Industry Part 2 - The Certified Records Manager and Certified Records Analyst

Other parts in this series: 

• Certifications in the Information Management Industry Part 1 - Introduction
• Certifications in the Information Management Industry Part 3 - The Information Governance Professional
• 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 others listed, my only involvement is as a certified holder of their credential, and, as required, a member of ICRM. 

The Institute of Certified Records Managers (ICRM), and its flagship certification, the Certified Records Manager (CRM), were the first certifying body and certification in the field of records management. The ICRM was established in January 1975, and while the first certification exam was delivered in 1974, the first CRMs were not granted certification until March 1975. These first CRMs were awarded by review, rather than through a formal certification exam. 

Other key dates: 

• 1990 - the ICRM established the CRM/Nuclear Specialist (CRM/NS).
• 2016 - the CRA was established.
• 2017 - the CRM/Federal Specialist (CRM/FED) was established. 
• 2020 - the CRM/CIGO was established. 

You can read more about the history of the ICRM in Steven Whitaker's article at 

https://www.icrm.org/node/3147.

The CRM and CRA Exams

Candidates for the CRM are required to document at least one year of professional work experience in records management and have completed a bachelor degree in any subject. Each year less of education requires documentation of an additional year of professional work experience. Eligibility for the CRA is the same. 

Candidates must pay a $100 nonrefundable application fee. 

The CRM consists of six exams. Parts 1-5 are multiple-choice exams, consisting of 100 questions each:

• Part 1: Management Principles and the Records and Information Management Program
• Part 2: Records and Information Creation and Use 
• Part 3: Records Storage, Retrieval, Conversion, and Facilities
• Part 4: Records Identification, Protection, Retention, and Disposition
• Part 5: Technology

A candidate must pass all five parts in order to take Part 6, Business Cases. Part 6 consists of two essay questions in the form of case studies. Passing Part 6 awards the CRM designation. The exam is proctored and timed, and available only through online virtual proctoring via the Examity platform. 

Candidates have five years to complete a certification. Candidates who complete Parts 2, 3, and 4 are awarded the CRA designation and the five-year requirement to complete the CRM is waived. 

The cost for Parts 1-5 is $100 per exam. The cost for Part 6 is $150. 

Special Designations

CRMs can also take up to three additional special designations: 

• CRM/NS - Nuclear Information Specialist. From the ICRM website: 
• CRMs or CRAs with four years of nuclear industry experience and who are members of NIRMA are eligible to take the Nuclear Information Specialist exam. The exam consists of 100 questions. 
• CRM/FED - Federal Specialist. From the ICRM website: 
• The CRM/Federal Specialist was developed for CRMs whose field of professional practice involves RIM programs of the U.S. Government, whether as a Federal government employee, uniformed military, vendor, consultant, or contractor. The Federal Specialist exam includes 100 questions over a variety of federal government related areas. Candidates must document four years of Federal records management experience. 
• CRM/CIGO - This is a joint certification with the Certified Information Governance Officers Association (CIGOA). CRMs who pass the CIGO exam receive the CRM/CIGO designation, and all continuing education requirements are managed by the ICRM. Update 12/5/2023: As of sometime in September 2023, the partnership between the ICRM and CIGOA has been dissolved. Not sure what this means for the former CRM/CIGOs in terms of CIGO renewal in particular - more information to come. 

The CRM and CRA exams are developed through an open process, meaning that an open call for volunteers is made and volunteers can sign up to write exam questions. The exams have not gone through a psychometric validation process for some time. The exams use an item bank and randomization within each exam. 

Maintenance

In order to maintain their designation, CRMs and CRAs must complete 100 hours of certification maintenance points (CMPs) over a five year period. The certification period starts January 1 or July 1 immediately following the awarding of the CRM or CRA designation. 

CRM/CIGOs are required to complete an additional 20 hours of CMPs over the same period, or a total of 120, to fulfill the CIGO maintenance requirements. Update 12/5/2023: This is no longer valid. 

Uniquely, CRMs and CRAs are also required to maintain membership in the ICRM; as of this writing, membership is $200 a year. CRM/NS are also required to maintain membership in NIRMA, which is $325 a year.

CRM and CRA in a Nutshell

• Exam cost: $100 application fee, $100 each for Parts 1-5, $150 for Part 6. Total cost: $750
• CRA: $100 application fee + $100 each for Parts 2-4. Total cost: $400
• Experiential requirement: Yes
• Formal educational requirement: No, but can offset experiential requirements
• Training requirement: No 
• Proctored and timed exam? Yes
• Valid exam? No
• Exam developed through open process? Yes 
• Code of ethics: Yes
• Renewal requirements: Yes, 100 CMPs over 5 years and $200/year annual membership
• Accredited: No

IAPP Announces Beta Exam Opportunities

The International Association of Privacy Professionals (IAPP) has announced the availability of updated beta exams for a limited time. The CIPP/US, CIPP/E, CIPT, and CIPM have all been updated and are about to enter beta testing. Candidates can sign up for the exams for $275, which is up to 50% off the normal exam cost. Registration is currently open for all four beta exams. 

Here are the windows to take the respective exams: 

• CIPP/E and CIPM: July 24 - August 5, 2023
• CIPP/US and CIPT: August 7 - 19, 2023

For more information, to access the updated bodies of knowledge, or to register, visit https://iapp.org/certify/cippe-cippus-cipm-cipt-beta-exams/.