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. 

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. 

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. 

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. 

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. 

My Look Back at 2023

I did one of these retrospectives in 2021, and think I ended up being too busy to do one last year. My hope is that I can turn these into an annual thing. 

2023 At a Glance

I delivered 26 separate presentations, mostly on building a RIM/IG Playbook (8); professional development (5); or certifications (5). I also got to participate in a total of 8 in-person events including an onsite client visit, several chapter seminars, and AIIM23, MER 2023, ARMA Canada 2023, and ARMA InfoCon 2023. 

I made the conscious choice to limit my consulting hours to about 40%, which gave me time to continue my events listings, relaunch my newsletter, do all of those presentations, and otherwise try to support my associations and my industry. 

Finally, I spent more than 200 hours as a volunteer subject matter expert helping AIIM to update the CIP exam, including writing questions, reviewing and editing questions, and helping to set the passing score. The updated exam launched at the end of November; more about this in December. 

January

January was a quiet month. I got to attend, and present at, the ARMA Mile High Denver chapter meeting, on building a RIM playbook. I spent most of the month heads-down on client work and preparing for my February presentations. 

February

Short, but busy month! Lots of client work, and 4 separate presentations: virtual sessions for ARMA Chattanooga on the RIM playbook; a panel at InfoGovDay on "Selecting an IG Consultancy" and an Ask the IG CEOs Anything panel; and an in-person session on certifications at the ARMA Florida Sunshine Conference. 

March

March was another month focused more on work and on preparation for events rather than attending them. I did do one virtual presentation for ARMA Southern California Inland Empire on the RIM Playbook. 

March was also my last issue of my newsletter before I put it on hiatus - work and industry stuff took more time than I expected. 

April

April is celebrated as RIM Month in the U.S. and ARMA generally provides some resources to help organizations raise awareness about RIM practices. At my main client we were able to put together an entire month of activities including an in-person lunch & learn that I delivered, a scavenger hunt, and much more. I posted about it here: https://informata.blogspot.com/2023/04/celebrating-rim-month-2023.html. 

I also delivered a virtual presentation for ARMA Western Michigan on the RIM Playbook and then went to Omaha, NE to deliver 4 sessions at the ARMA Nebraska Spring Seminar. My topics included "Harnessing Your Information to Create Business Value"; "Modernizing Your Retention Schedule in the Age of Privacy"; and my sessions on professional development and the RIM playbook. 

I finished the month by heading to New Orleans for the AIIM23 Annual Conference. I delivered a session on "How to Leverage Privacy Practices to Build Customer Trust", and moderated a panel on "The Top Skills for IM Pros of the Future". 

May

May took me to Chicago for what we didn't know then would be the final MER conference. At MER I got to co-present with my colleague Donda Young of Helias Consulting on the topic of Building an IG Playbook. 

Later in the summer, the MER conference was rebranded to ARMA InfoNext, moved to Palm Springs, CA, and scheduled for the week after the AIIM24 conference. More on that in July. 

I also started thinking about getting back into training. This was in part because of the post-MER workshop I was doing in June, but more because I didn't really see any in-person training being delivered. And the thing about in-person training is not so much the content as it is the interaction, the networking, the chance to ask questions and seek clarification, etc. So I started talking to AIIM about the potential of becoming an AIIM training partner. 

June

In June I co-presented a 4-hour workshop on How to Build an IG Playbook, again with Donda Young. Now, I say co-presented, but it was more like the "Jesse, with interjections by Speaker #2 Show", because I hadn't properly planned it out and ended up taking it over. Lesson learned! 

I also began a blog series on IG/IM/RM industry certifications. This month's post was an introduction to certifications in our industry and my approach to certifications. 

July

I got the chance to attend the ARMA Canada Information Conference (ACIC) in Toronto, where I delivered a couple of sessions on certifications and professional development, including a panel with ARMA CEO Nathan Hughes and AIIM CEO Tori Miller Liu. 

ARMA and RIMPA also formally announced the Global Information Consortium (GIC); while I attended that presentation, I'm still not sure what its intent is. As of this writing, AIIM is not part of the GIC; in fact, there is almost no information on the website other than a nebulous "fill out this form for more information" page. 

All of these announcements and machinations led me to write "IGIM Industry Associations Playing Nicely - Or Are They?" 

I wrote Part 2 of my certification series, on the ICRM CRM and CRA. 

Finally, in July I officially became the President-Elect for the ARMA Mile High Denver chapter. It's been a great chapter year so far, and I'm really looking forward to our Spring Seminar in April. 

August

August was quiet, as it often is, and I filled it with client work and prep for September and October. I did get a chance to do a presentation/interview with John Mancini on "The 6 most common mistakes in creating a records modernization strategy." I also spent a lot of time this month, and indeed from July through November, working as a volunteer subject matter expert on AIIM's updated CIP exam. 

I also wrote Part 3 of my certification series, this time on ARMA's IGP. 

September

In September I celebrated the 2nd anniversary of Athro Consulting. It's been a fun and exciting two years with some fantastic client work, and I'm looking forward to what year 3 brings! 

I also got the chance to do a virtual session for AIIM True North on Generative AI and an in-person keynote at the ARMA New England Fall Conference on "Industry Trends to Keep Your Skills Sharp." 

October

In October I relaunched my newsletter and delivered a virtual session to ARMA San Diego on certifications. I also had the opportunity to talk about certifications and professional development to a private organization. 

I also went to Detroit to speak at the ARMA InfoCon 2023 conference, where I delivered a preconference workshop on professional development. Only two people showed up so it was a very custom, very intimate workshop. I also moderated another panel on professional development. 

And I got to attend a good session on autoclassification at the ARMA Mile High Denver October meeting. 

November

The big news in an otherwise fairly light month is that the 2023 update to the AIIM CIP exam was finally launched. Earlier in the month I participated in the Beuk psychometric score-setting exercise, which resulted in setting the passing score at 60% again. 

I also got to attend a great session by the indefatigable Steve Weissman at the ARMA Mile High Denver November meeting. 

And I onboarded a new client for a very short-term project, building them a RIM playbook! 

December

I began December with Part 4 of my certification series on the newly relaunched AIIM CIP. Initially I had planned to include the CIGOA CIGO and the InfoAdvocates SIPC, but I can't seem to get much information from them other than what's on the website, and since I don't want to post something without at least giving them the chance to weigh in, those are on the back burner for now. 

I attended a wonderful holiday lunch courtesy of the ARMA Mile High Denver chapter. We had a "white elephant" gift exchange, and I ended up with a plush throw that was an instant hit with my daughter and her old chihuahua - it may have been the best gift exchanged that day, and it's certainly my favorite white elephant gift ever. 

I also delivered two more virtual sessions, to ARMA Madison on the RIM playbook and to ARMA Florida Gulf Coast on certifications. And I wrote another blog post about how difficult it appears to be for event planners in our industry to read a calendar. 

Finally, December marked my coming full circle with AIIM training to become an AIIM Training Partner. I'll be teaching both AIIM content and my own starting in 2024. The schedule isn't listed yet, but you can check my training page for my offerings and approach. 

I have also signed up to be a CIP Ambassador. I'll be writing and speaking about CIP in order to help it gain traction in the marketplace. I'll still be talking about all certifications, their pros & cons, etc. - but I was doing that while I was running the CIP program as an AIIM employee. So nothing there will change, and my being an ambassador will not lead me to treat CIP any better or worse than other certifications. 

So! Here's to a nicely busy yet balanced 2023. I wish all my readers and everyone in the industry a happy, safe, and prosperous 2024! 

Prior proper planning for IG/IM/RM industry events

I keep an old-fashioned laminated paper annual planner on the wall of my office (neé dining room). It allows me, and by extension my family, to see what's coming up at a glance in terms of my travel, conferences, etc. 

It also includes major holidays for the U.S., and depending on which brand I'm able to find, for Canada and Mexico as well. And it lists major religious holidays like Christmas, Easter, Yom Kippur, Passover, and again on some brands, Islamic holidays like Ramadan. 

Which brings me to my rant. As I was adding my confirmed 2024 events to the 2024 planner, I noted that the ARMA Canada Information Conference (ACIC) 2024 is scheduled for May 12-14, 2024 in Calgary, AB. May 12 is Mother's Day. Now, I thought that maybe Canada celebrates it on a different day from the U.S., as they do with Thanksgiving, but that's not the case. Mother's Day isn't a federal holiday, or a major religious one, but I bet there are a few mothers who are going to be thinking about this as they decide whether or not to attend. Or speak! 

I'd previously lambasted ARMA for scheduling the former MER, now ARMA InfoNext, conference for the week after the AIIM24 conference that's been scheduled and published for a year, and in the same post, done the same to AIIM for their scheduling a 2-day in-person event in Florida the same dates as InfoGovWorld 2023 and the week before the ARMA InfoCon conference. And the IRMS 2024 conference in London is scheduled for May 12-14 as well, and has been for a year. I know ARMA, and AIIM, and etc. think it's different audiences - they've told me as much. But even if they are correct, it's not different vendors, and it's absolutely not different speakers. So when your speakers turn you down or decline to submit anything, check the schedule - they may have previously committed to a previously scheduled event that you missed or chose to ignore. 

But this isn't just a case of the associations not playing together as nicely as they could. Several years ago, AIIM scheduled the AIIM conference in Orlando during one of the major spring break weeks. And again last year ARMA's InfoCon was scheduled the same time as Canada's Thanksgiving. In response to a comment on my previous post, where a colleague pointed that out, I replied, "You'd think every event planner would have major holidays, including major religions' major holidays, committed to memory or at least written down somewhere." 

"But you don't understand," some event planners will respond. "We schedule this stuff years in advance. How are we to know that the local home team will be in the World Series at the same time as our event?" Well, yeah. I get that. But the dates for major holidays and religious holidays are known well in advance. 

This also made more sense when our associations had bigger shows, and required bigger venues, that might need to be scheduled several years in advance. And I don't doubt that there's still some value in doing that with a particular hotel chain or venue. But no association's conference today is so big that it can't be held in a dozen different hotels in any major city in the U.S. or Canada. And add in the fact that AIIM's fall event last year was brand new, and ARMA's InfoNext and ACIC were being radically rescheduled, and I don't buy it. 

So here, let me help you do your job, event planners. 

• Here's a cheat sheet for religious holidays. 
• Here's one for major U.S. holidays. 
• Here's one for major Canadian holidays.

Most of the 2024 events are already listed, though after the...creative...scheduling of so many events on top of each other in the first few months of 2024, I'm hoping that any other folks looking to plan fall events steer clear of ARMA InfoCon's dates. C'mon, if you haven't announced it by now, you have flexibility. Play nicely. And if you need me to provide the calendars for 2025, let me know and I'll be happy to do so. 

My updated public speaking schedule, January - June 2024

Here is a list of the speaking engagements I have for the rest of this chapter year. I do still have a little availability, but as you can see, not much given that I also have a day job! 

• January 10 - ARMA Greater Kansas City, Building and Sustaining Your RIM Program with a RIM Playbook
• January 18 - ARMA St. Louis, Building and Sustaining Your RIM Program with a RIM Playbook
• February 2 - Austin ARMA, Building and Sustaining Your RIM Program with a RIM Playbook
• February 13 - ARMA Chattanooga, How to Conduct a Business and Technical Assessment for Information Management
• February 15 - ARMA Oklahoma, topic TBD
• February 23 - ARMA San Antonio Annual Seminar, A Rose_v2_Final_V2_5_Final_Final Would Smell as Sweet: Naming Conventions Matter
• March 12 - ARMA Orlando, topic TBD
• April 3 - AIIM24, Take the Temperature of Your Information Management Program
• April 4 - AIIM24, Survival Guide to Legacy Data Remediation
• April 5 - AIIM24, Theory to Practice: Case Studies in Information Management
• April 9 - ARMA Northeast Ohio, Building and Sustaining Your RIM Program with a RIM Playbook

If I can help your chapter or group, either as a speaker or by helping you to find one, reach out to me at jesse.wilkins@athroconsulting.com. I don't charge speaking fees for local non-profits, chapters, etc. and if the meeting is virtual I don't charge travel either. 

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

 Here are the industry webinars and events I'm aware of for December 16 - January 15, 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. 

12/19/2023 - ARMA Florida Gulf Coast, How to Select the Right Certification For You

12/19/2023 - ISSA Mid-Atlantic Summit, A Primer on Privacy Risk for Privacy & Security Professionals

12/19/2023 - ACMP, Resistance to Change: How to Avoid 3 Key Mistakes (members only)

12/19/2023 - ARMA Northern Virginia, ARMA Greater Washington DC, and ARMA Metro Maryland, DC Metro ARMA Chapters Holiday Social

12/20/2023 - ARMA Southern California Inland Empire, Digital Transformations - The Push to Digitize Paper in a Post Covid World

12/20/2023 - IMCanadaConnect, AI applications specific to RIM

12/20/2023 - TEC Canada, Drafting Policies for Maximum Employee Engagement

12/21/2023 - ARMA Utah, Holiday Social 

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

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

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

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

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

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

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. 

Athro Consulting Becomes AIIM Training Partner

I've always been a teacher. In terms of formal instructional delivery, I started in 1994 as a United States Marine Corps drill instructor. In Drill Instructor School, we got formal training on what was then called "Techniques of Military Instruction" - focused very much on delivery of the content that had been created for us and delivered to tens of thousands of Marine Corps recruits. 

I started teaching in the IG/IM/RM industry c. 2001, when I worked at a long-since-acquired company called IMR. We had to train end users and partners on how to install, configure, and use the Alchemy software products. I also taught a CompTIA CDIA+ prep course, and wrote a module on email management for AIIM's first training course, a self-paced online course called Fundamentals of ECM System Implementation. 

I left IMR in 2004 and became a consultant. In 2005 or so AIIM put out a bid to develop two training courses, on ECM and ERM. We bid, but did not win. However, once the courses were developed, we applied for and were accepted as AIIM's training partner in North America. I was part of a team of two that taught the inaugural North American AIIM training course, ERM Strategy + Practitioner, in January 2006. 

I taught AIIM training while I was a part of IMERGE Consulting (2006-2007), Access Sciences (2007-2010), and as an AIIM staff member from 2010 - 2020. I also developed, updated, or managed the development of 16 multi-day training courses comprising some 10,000 slides. I think it's safe to say that I believe in AIIM training. 

Heck, my company's name, Athro, comes from the Welsh word for "teacher". 

Today, nearly 18 years since I started teaching AIIM content, I am excited to announce that I have come full circle and am once again offering AIIM training as an official AIIM Training Partner. 

Initially, I will be teaching AIIM's CIP Prep Workshop, which has been updated to cover all of the content on AIIM's updated CIP exam. Later in 2024, I will also be teaching my own records management content, which is targeted to more experienced RIM professionals. And I will be teaching other AIIM content, including some more advanced content for more seasoned practitioners. 

My courses will all be instructor-led; some will be live online, while others will be in-person in select locations throughout the U.S. (And of course I will offer private and custom courses too - these are available globally.) Watch this space, the Athro Consulting training page, and my Twitter account for details on Q1 courses. 

If you've never done a taxonomy exercise based on sorting (and tasting) chocolate, or written a business case for an information management project, I hope you'll join me in 2024. 

Certifications in the Information Management Industry Part 4 - The Certified Information 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 3 - The Information Governance Professional

In the interests of full disclosure, I was the technical architect for the AIIM CIP in 2011, the program and exam architect in 2016 and 2019, and a volunteer subject matter expert in 2023. 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. 

The CIP was developed by AIIM in 2011. Originally released as the Information Certification, it was rebranded shortly after release to the Certified Information Professional. The CIP exam went live for the first time on September 23, 2011. It was updated in 2016 and 2019, and the most recent version went live on November 27, 2023. 

Unlike many of the other certifications in the IGIM industry, AIIM has gone through a formal psychometric validation process for every version of the CIP exam. AIIM'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 CIP Exam

There are no formal educational or experiential requirements to take the CIP exam. Candidates are recommended to have at least 5 years of broad-based information management experience due to the breadth of the exam. 

The exam consists of 100 multiple-choice questions and is delivered via a randomized exam bank. Questions are weighted equally; the exam blueprint weighting is based on the number of questions assigned from each domain: 

• Creating, Capturing, and Sharing Information - 15%
• Extracting Intelligence from Information - 20%
• Digitalizing Information-Intensive Processes - 20%
• Automating Governance and Compliance - 30%
• Implementing an Information Management Solution - 15%

The exam is proctored and timed. Candidates have two hours (120 minutes) to complete the exam, which is only available through online exam delivery. Candidates must achieve a score of 60% to pass the exam. The exam is valid for 3 years, after which CIPs must recertify as described below. 

AIIM offers a comprehensive study guide to prepare students for the exam which is part of the AIIM+ Pro learning subscription. In the past AIIM has offered a certification prep course; as of this writing, much of the content of the AIIM+ Pro subscription is applicable to the exam, but it does not cover 100% of the exam topics. 

The cost of the exam is $450. Candidates who are unsuccessful may retake the exam for $75. AIIM does not have a formal code of ethics requirement. 

Maintenance

In order to maintain their designation, CIPs must either repass the exam, at the then-current fee, or complete 60 educational contact hours and pay a renewal fee of $175. CEUs are accepted from a broad variety of education providers, but must relate to one or more topics on the exam blueprint and must be at least 30 minutes long. CEUs are awarded at the rate of 1 CEU per educational contact hour, rounded to the nearest 30 minutes. 

CIPs who do not complete their recertification within 3 years have one additional year to meet those requirements before being decertified. Once a CIP has been decertified, the process starts completely over and the candidate has to pass the then-current exam at the then-current fee in order to regain CIP status. 

CIP in a Nutshell

Exam cost: $450

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: No

Renewal requirements: Yes, 60 CEUs over 3 years and $175 renewal fee

Accredited: No

Upcoming Industry Meetings and Webinars - December 1 - 31, 2023

Here are the industry webinars and events I'm aware of for December 1 - 31, 2023. 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. 

12/2/2023 - ARMA New England, Holiday Networking and Charity Event

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

12/5/2023 - ARMA Toronto, Virtual Social

12/5/2023 - ARMA San Antonio, 2023 ARMA Member & Vendor Social Event

12/5/2023 - AIIM+, Records Managers Coffee & Conversation: How Does Information Governance Make Work Better? (members only)

12/6/2023 - ARMA Upstate New York, Safeguarding Protected Personal Information and Personally Identifiable Information (PPI/PII) and the Confidentiality, Integrity and Availability (CIA) of Data

12/6/2023 - AIIM+, Microsoft 365 Best Practices for Legacy Systems and File Server Replacement and Migration in Microsoft

12/6/2023 - OneTrust, Privacy & Infosec Collaboration: Bridging the Gap

12/7/2023 - ARMA Triangle, Third Party Risk: An Information Governance Approach

12/7/2023 - ARMA Greater Los Angeles, Holiday Party

12/7/2023 - ARMA Madison, Build and Sustain Your RIM Program with a RIM Playbook

12/7/2023 - ARMA Boise Valley, All Sides Now: What is the Right Retention Period from Various Perspectives

12/7/2023 - ARMA Houston, Holiday Social

12/7/2023 - ARMA and Access, Influencing Change: Strategies for IG Program Approval

12/7/2023 - Institute of Privacy Design, Vector Databases: AI Uses, Privacy Risks, and Mitigations

12/7/2023 - ACEDS, E-Discovery Day

12/7/2023 - InfoGovANZ, Cybersecurity: Key lessons from high-profile data breaches

12/7/2023 - Digital Government Institute, Electronic Records Transfer to NARA

12/7/2023 - NAGARA, Our Nightmare Before Christmas...

12/7/2023 - Osano, 2024's Data Privacy Laws: What You Need to Know

12/7/2023 - RIMPA Global and Castlepoint Systems, AI Explainability for defensible decision making – the ultimate checklist for Records Managers

12/7/2023 - Digital Government Institute, Electronic Record Transfer to NARA

12/7/2023 - C5 Insight, 7 Habits of Modern Collaboration Success (and Recovery) with Microsoft 365

12/8/2023 - IRMS Info Rights: The Future of Information Rights

12/12/2023 - ARMA Mile High Denver, Holiday Lunch

12/12/2023 - ARMA Chicago, Information Governance & Records Management Careers

12/12/2023 - ARMA Michigan, Michigan's FOIA: Getting What You Want and Why It Isn't Easy

12/12/2023 - ARMA Northeast Ohio, This or That? A Look into Today’s RIM Practices for Electronic and Paper Records

12/12/2023 - ARMA Chattanooga, Community Partnership: Christmas Program

12/12/2023 - ARMA Dallas, Managing Records Retention with Auto Classification

12/12/2023 - ARMA Legal Industry Group, Will AI kill records management and IG? (members only)

12/12/2023 - ARMA InfoNext, Off the Record: The Future of File Analysis and Management

12/12/2023 - IAPP, Bridging the Atlantic: EU-US data transfers and the data privacy framework (members only)

12/12/2023 - AIIM and Microsoft, Navigating the Future: Microsoft's 2024 Vision for AI in Information Management

12/13/2023 - ARMA Nebraska, A Records Stumper: Dying Without a Will - Celebrity Edition - Alumni Day Family Feud

12/13/2023 - ARMA Metro Maryland, University Of Virginia And NAGARA’s Program Excellence Award: The Program, The Process, And The Payoff

12/13/2023 - ARMA Arizona, December Social Mixer

12/13/2023 - ARMA Greater Kansas City, The Convergence of Records, Information, and Data Governance

12/14/2023 - Athro Consulting, Ask Me Anything about Certifications

12/14/2023 - ARMA Oklahoma, Social Event in Tulsa

12/14/2023 - ARMA Oklahoma, Social Event in Oklahoma City

12/14/2023 - ARMA Keystone, Finding Your Credential

12/14/2023 - Contoural, The Impact of AI on Information Governance 

12/14/2023 - Digital Government Institute, Digitization Best Practices

12/14/2023 - Leadership Through Data, Topical issues around the role of a Data Protection Officer

12/14/2023 - RIMPA Global and Archive360, Navigating the AI Data Governance Landscape

12/19/2023 - ARMA Florida Gulf Coast, How to Select the Right Certification For You

12/19/2023 - ISSA Mid-Atlantic Summit, A Primer on Privacy Risk for Privacy & Security Professionals

12/20/2023 - TEC Canada, Drafting Policies for Maximum Employee Engagement

12/21/2023 - ARMA Utah, Holiday Social 

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

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. 

ARMA Opens ARMA Canada Call for Speakers

Update 12/8: ARMA has extended the submission deadline to December 22, 2023. 

ARMA has announced it is seeking speakers for the ARMA Canada Information Conference (ACIC), scheduled for May 12-14, 2024 in Calgary, Alberta. Detailed information about the submission process can be found at 

https://s6.goeshow.com/arma/canada/2024/documents/ARMA_Canada_2024_-_Call_for_Proposals_Submission_Overview_-_FINAL.pdf. 

Submissions are due no later than December 8, 2023; submit your proposal at 

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

AIIM Announces Launch of Updated CIP Exam

Update 11/29/2023: AIIM has also issued a press release. 

AIIM has announced that the updated Certified Information Professional (CIP) exam is now live. The exam blueprint is substantially the same, but the exam questions are 100% new.

AIIM has also made several other changes that candidates should be aware of. 

• The cost of the exam has increased to $450. Note that anyone who purchases the exam by December 31, 2023 can still pay the old rate of $350, and you don't have to take the exam by then, just purchase it and take it within 1 calendar year. Use the code CIP2023 to get the discounted rate. 
• Candidates who fail the exam can retake it again at a reduced price of $75. 
• The exam is only available as an online proctored exam, i.e., no in-person test centers other than select AIIM events like AIIM24. 
• The exam platform has not changed - it's still the one that the CIP exam has been delivered on in recent years - and there are some things to be aware of. Specifically: 
• You must answer every question before you can continue to the next one
• There is no mechanism to flag questions for review
• There is no mechanism to review your answers before submitting them
• CIPs who let their CIP expire, i.e., do not renew their status within one year of their expiration date, will be considered lapsed and will have to take the exam again. If you're unsure of your status, send a note to hello@aiim.org. 
• The study guide has been updated and is available to AIIM+ Pro members in AIIM's Learning Management System. 

What hasn't changed: 

• Existing CIPs do NOT need to retake the exam to maintain their status, provided they submit their 60 CEUs within the 3-year window. Note that the renewal fee has increased to $175. 
• The practice exam has not been updated yet, but will be soon. 

For more information about the CIP program, visit https://www.aiim.org/cip.

Full disclosure: I was a volunteer subject matter expert for the item writing and review and the score setting exercises. I had also previously approached AIIM about taking on some of the support for CIP and/or becoming an AIIM training partner. As of today, however, I have no formal relationship with AIIM other than as a paid professional (AIIM+ Pro) member, a Fellow, and a CIP. 

ARMA Seeks Nominations for the Board of Directors

ARMA International has opened its annual call for nominations to serve on the association's Board of Directors. ARMA is seeking to fill 2 Director positions for a three-year term from July 1, 2024 - June 30, 2027. 

General information about the election can be found at https://www.arma.org/page/Board_ElectionInformation.  

The qualifications to serve as a Director can be found at https://cdn.ymaws.com/armainternational.site-ym.com/resource/resmgr/files/boardelection/2024/2023-2024_director_qualifica.pdf. One key qualification: you must have served on the board of directors, an ARMA International Committee, or a chapter board, for at least one year within the previous 5 years. You must also have been a member in good standing for the previous 5 years. 

ARMA's Election and Campaign Policy. I would strongly encourage candidates to read it to be sure you can live with it. I know previous candidates have been told, or at least strongly encouraged, to stop blogging, writing, podcasting, etc. I was one of them when I ran for the board in 2006, and I've heard the same from at least one other candidate since then. 

Nominations must be submitted by December 4, 2023. Additional candidate materials are required to be submitted by December 11, 2023. 

Upcoming Industry Meetings and Webinars - November 16 - December 15, 2023

Here are the industry webinars and events I'm aware of for November 16 - December 15, 2023. Conferences are listed through February 29, 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.

11/16/2023 - ARMA Oklahoma, A Day in the Life of Information Management

11/16/2023 - ARMA Jacksonville, Thirsty Thursday

11/16/2023 - ARMA St. Louis, Museum-ing in a Ballpark

11/16/2023 - ARMA Utah, Shredding the Past

11/16/2023 - OCEG and LogicGate, How Are GRC Leaders Using AI?

11/16/2023 - IRMS Public Sector, ROPAs, IARs and Retention Schedules: How do we make the power of 3 endure?

11/16/2023 - Access, The Yin & Yang of Information Management

11/16/2023 - ARMA InfoNext Sapient and Contoural and Encompaas, How OpenAI Will Transform Information Governance

11/17/2023 - ARMA Hawai'i, Meet & Greet

11/17/2023 - Milwaukee Bar Association, Law & Technology Conference

11/21/2023 - ISSA, Privacy by Design: More than just a catchy phrase! 

11/22/2023 - IMCanadaConnect, RIM Lining Up with IT, Risk, and Security: A New World of IG

11/23/2023 - ARMA NCR Ottawa, Networking Event

11/23/2023 - InfoGovANZ, Information governance: The keys to success

11/23/2023 - Leadership Through Data, LTD Microsoft 'Ketchups'

11/24/2023 - IRMS Legal, M365: Investment = time, resource, money! 

11/27-30/2023 - European SharePoint Conference, Amsterdam, NL

11/28/2023 - ARMA Calgary, Tips for Enhancing Your RIM Career - think outside the file box!

11/28/2023 - RIMPA Global and Objective, PII Uncovered: Methods for Identifying and Managing Personal Identifiable Information

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

11/29/2023 - ARMA Southern California Inland Empire, Chapter Meeting

11/29/2023 - ARMA New England, ChatGPT - The Good and the Bad

11/29/2023 - AIIM and Microsoft, Secure Your Digital Assets with Responsible AI Integration

11/30/2023 - ACMP, Getting Your Sponsor's Attention...And Keeping It!

12/2/2023 - ARMA New England, Holiday Networking and Charity Event

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

12/5/2023 - ARMA Toronto, Virtual Social

12/5/2023 - ARMA San Antonio, 2023 ARMA Member & Vendor Social Event

12/5/2023 - AIIM+, Records Managers Coffee & Conversation: How Does Information Governance Make Work Better? (members only)

12/6/2023 - AIIM+, Microsoft 365 Best Practices for Legacy Systems and File Server Replacement and Migration in Microsoft (members only)

12/6/2023 - Meru Data, Implementing Privacy By Design: A Practical Guide

12/7/2023 - ARMA Triangle, Third Party Risk: An Information Governance Approach

12/7/2023 - ARMA Madison, Build and Sustain Your RIM Program with a RIM Playbook

12/7/2023 - Institute of Privacy Design, Vector Databases: AI Uses, Privacy Risks, and Mitigations

12/7/2023 - ACEDS, E-Discovery Day

12/7/2023 - InfoGovANZ, Cybersecurity: Key lessons from high-profile data breaches

12/7/2023 - Digital Government Institute, Electronic Records Transfer to NARA

12/7/2023 - NAGARA, Our Nightmare Before Christmas...

12/7/2023 - Osano, 2024's Data Privacy Laws: What You Need to Know

12/8/2023 - IRMS Info Rights: The Future of Information Rights

12/12/2023 - ARMA Mile High Denver, Holiday Lunch

12/12/2023 - ARMA Chicago, Information Governance & Records Management Careers

12/12/2023 - ARMA Michigan, Michigan's FOIA: Getting What You Want and Why It Isn't Easy

12/12/2023 - IAPP, Bridging the Atlantic: EU-US data transfers and the data privacy framework (members only)

12/13/2023 - ARMA Nebraska, A Records Stumper: Dying Without a Will - Celebrity Edition - Alumni Day Family Feud

12/13/2023 - ARMA Metro Maryland, University Of Virginia And NAGARA’s Program Excellence Award: The Program, The Process, And The Payoff

12/14/2023 - Digital Government Institute, Digitization Best Practices

12/14/2023 - Leadership Through Data, Topical issues around the role of a Data Protection Officer

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

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

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.