Upcoming Industry Meetings and Webinars - June 1-30, 2024

Here are the industry webinars and events I'm aware of for June 1-30, 2024. Conferences and bigger events are listed through September 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.

Note also that I generally don't include training courses in this list. For a list of training courses through August 30, visit https://informata.blogspot.com/2024/05/training-courses-june-1-august-31-2024.html.

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. 

June 3-7 - 365 Educon + PWR Educon Seattle, Seattle, WA 

June 3-7 - DGIQ 2024 West, San Diego, CA

June 4 - ARMA Saskatchewan, The First Nations Principles of OCAP®

June 4 - Boise Valley ARMA, Annual Election Meeting

June 4 - AIIM and Contoural, AIIM+ Insights: Is Your Retention Schedule Ready for AI? (members only)

June 4 - ACMP Metro & Eastern NY, Resilience-Informed Change: Supporting Human Energy Sustainability

June 4 - OneTrust, Governing data for AI

June 4-5 - IAPP AIGG 2024, Brussels, BEL

June 5 - Future of Privacy Forum, DC Privacy Forum 2024, Washington, DC

June 6 - Greater Seattle ARMA, Future Fetched: 2 Years Paperless at UW

June 6 - IRMS Roadshow 2024 - Belfast, Belfast, IRE

June 6 - RIMPA Global, Perth | Roadshow

June 6 - NAGARA, City of Seattle Responsible AI Program

June 6 - ARMA and Access, Elevating Information Management with Effective Capture

June 6 - ACMP Ohio, Change Management Techniques for Benefit Realization

June 6 - Today's General Counsel, Data Management and Information Governance: AI Is Important, But It’s Not Everything

June 6 - Leadership Through Data, LTD Microsoft Ketchups

June 6-7 - ARMA California Summer Conference, Irvine, CA

June 8-11 - IAPP Canada Privacy Symposium 2024, Toronto, ON

June 10-11 - Knowledge Summit Dublin, Dublin, Ireland 

June 10-13 - Databricks, Data + AI Summit, San Francisco, CA

June 11 - AIIM, AIIM+ Emerging Technologies - the Role of Generative AI in IM Transformation (members only)

June 11 - NAGARA, Building a Record Locator Tool

June 11 - Gartner, The Top Trends in AI Public Policy and Regulations for 2024 and Beyond

June 11 - OneTrust, Colorados Bill on AI - Protecting consumers in interactions with AI systems

June 11-13 - ACMP Change Management Global Connect, virtual

June 12 - ARMA New Jersey, INFORM24

June 12 - ARMA Nebraska, RIM and Evidence Used to Recover POW and MIA

June 12 - AIAI, Generative AI Summit, New York City, NY

June 12 - IRMS Public Sector, Addressing the Long Term Impacts of a Rapid Transition to Hybrid Working

June 12 - DGPO, Advanced Tactics for Data Governance – Tactical Overview 

June 12 - DocPoint, Managing Costs and Addressing Your Automation Needs

June 13 - RIMPA Global, Brisbane | Roadshow

June 13 - IAPP and Osano, Midyear Data Privacy Check-In: Trends and Key Updates (members only)

June 18 - ARMA Edmonton, Annual General Meeting

June 18 - Austin ARMA, Member Appreciation Luncheon

June 18 - AIIM+ Pro, What is Information Governance? (members only)

June 18 - ARMA Legal Industry Group, 2024 Retention Series: Navigating the Citation Jungle (members only)

June 18 - ARMA, The Human Impact of Ethics, Records, and Information Governance

June 18 - RIMPA Global, Data Management the Future of Storing Large Amounts of Data

June 18 - Gartner, AI and GenAI Practical Demands: Quantifying Cost, Risk and ROI

June 18 - Leadership Through Data and IQBG, Exploring Microsoft compliance: Essential tools for information leadership

June 18 - Future of Privacy Forum, Building a Responsible AI Program

June 20 - ARMA Oklahoma, Chapter Member Appreciation Lunch

June 20 - ACMP Texas, Unlocking Change: Harnessing AI Tools for Transformation

June 20 - Leadership Through Data, Value of Records - Unpacking the Significance of Vegetables vs. Flowers (Panel Discussion)

June 20 - IRPAAI, Automations That Deliver On Time, Every Time

June 21 - ARMA Palm Beach Treasure Coast, The Practice of Leadership

June 21 - Upstate New York ARMA, A Glass from the Past

June 27 - RIMPA Global, Sydney | Roadshow

June 27 - ACMP Arizona, Collaborative Exchange: Connecting Through Learning

June 27 - ACMP, Data-driven? Data-informed? Just help me use my data! (members only)

June 28 - ACMP South Africa, Strategic Change Marketing to Drive Transformational Organizational Change

July 10 - AIAI, Generative AI Summit, Austin, TX

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 25-26 - Zaria 2024 Annual Records Management Conference, Thohoyandou, ZAF

July 26 - M365 Community Days NYC, New York City, NY

July 31 - August 1 - Australian Digital Workplace Conference, Sydney, AUS

August 5-7 - NIRMA 2024, Summerlin, NV

August 11-15 - ILTACON 2024, Nashville, TN

August 12-14 - ISACA and IIA, GRC Conference 2024, Austin, TX

August 12-14 - Ai4, Las Vegas, NV

August 28-30 - ARA 2024, Birmingham, UK

September 3-5 - RIMPA Live 2024, Adelaide, SA, AUS

September 10-11 - The AI Conference, San Francisco, CA

September 15-18 - Georgia Records Association 2024 Conference, St. Simons Island, GA

Sep 17-19 - Info-Tech Live 2024, Las Vegas, NV

Sep 18-20 - InfoGovWorld Expo 2024, San Diego, CA

Sep 21-24 - IAPP Privacy.Security.Risk, Los Angeles, CA

Sep 22-26 - Hyland CommunityLive, National Harbor, MD

Sep 24-26 - Xplor 2024 Summit, Lake Buena Vista, FL

September 30 - October 1 - Business Transformation Exchange USA, Fort Lauderdale, 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/2024/05/im-available-to-speak-at-your-event-may.html.

How to Build a RIM Playbook Part 2 - Develop the Initial List of Plays

This is a brainstorming session based on the discussion with the sponsor and stakeholders. In the article, I noted that organizations should not simply review RIM textbooks and put everything they find into their playbooks. But a RIM textbook could be a useful starting point to make sure you don’t overlook anything because you don’t do it regularly. 

A mature RIM program might have 50 or more plays, and an IG program could include hundreds of plays depending on its scope. We'll talk about documentation, and how to validate the list of plays, in much more depth in the next article in this series. 

The Initial List of Plays

If you’re the one building the playbook, and running the program, there are some obvious RIM plays to include (and perhaps some to definitively exclude at present!). For example, an organization with any formality and maturity to their RIM program would probably have plays for: 

• Reviewing and updating the RIM policy
• Reviewing and updating the records retention schedule
• Conducting regular records disposition processes
• Placing and removing legal holds
• Administering the recordkeeping system(s)
• Sending records to, and retrieving records from, offsite storage
• Updating and delivering RIM training
• Etc. 

Be sure not to overlook plays that are unique to your industry, your organization, or your culture. Most government agencies have to manage some sort of open records request process. Law firms have to deal with matter mobility and managing client files. Financial services and other highly regulated sectors may have unique reporting, monitoring, and even surveillance processes to manage. And these will not be listed in a standard RIM textbook. 

The Granularity of Plays

You should also think about how granular you want to be. Some organizations might have a play called “Send records to offsite storage” and another called “Retrieve records from offsite storage.” Other organizations might lump those together into a single play called “Manage records stored offsite.” 

This also applies to things like reviewing policies, developing and delivering training, or conducting awareness activities, especially if the scope of your playbook is larger than just the RIM program. In other words, do you have a play called “Review and update policies”, or do you have a series of plays called “Review and update RIM policy”, “Review and update Acceptable Use policy”, etc.

Projects vs. Plays

At the same time, don't include projects in your list of plays. For the purposes of this series, I define projects as a "one-and-done" effort with a start and a finish. Plays, on the other hand, are executed repeatedly and generally on a regular cadence. Here are a couple of examples of the difference: 

• Project: Selecting and implementing a new recordkeeping solution 
• Play: Administering the recordkeeping solution

Hopefully you're not selecting and implementing a new recordkeeping solution regularly. But once the implementation project is done and the system goes live, there will be an ongoing need to administer it. 

• Project: Develop the retention schedule from scratch 
• Play: Review and update the retention schedule

Likewise, if you have no retention schedule at all, developing it the first time is a project. Once it's gone live, you should have a regular review and approval cycle which would be a play. 

Next up: Part 3 - Gathering and Reviewing Existing Documentation

I teach a workshop on how to build playbooks - you can find more details about the course and approach at https://athroconsulting.com/?page_id=981. 

I also build playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that would look like. 

Training Courses, June 1 - August 31, 2024

This list includes public, instructor-led training courses scheduled through August 31, 2024. If you know of another training provider offering courses on IM, IG, RM, etc., please drop me a note at jesse.wilkins@athroconsulting.com. I am not affiliated with any of them (except the Athro courses), so please reach out directly to the course provider with any questions. 

I am not including most solution-specific training at this time because there's just too much of it out there, but if you offer solution-specific training and want to list it, you can do so via sponsorship. 

Similarly, I'm not including self-paced training, but if you offer that and want to list it, you can also do so via sponsorship. Contact me at jesse.wilkins@athroconsulting.com for details.  

In the next edition, I will add Process Automation & BPM and Change Management, and move it into a calendar format. If you have other ideas, or other related topics or courses, please let me know! 

Information Governance and Records Management

June 3-7, COR Concepts, CIP Training, Johannesburg, SA, 5 days

June 3, 5, 7, CIGOA, CIGO/AI Training, live online, 12 hours

June 4 and 6, Athro Consulting, Building and Sustaining Your RIM Program with a RIM Playbook, live online, 6 hours

June 4-5, Leadership Through Data, All You Need to Know: Data Ethics, live online, 8 hours

June 4-5, Leadership Through Data, All You Need to Know: Information Governance, live online, 8 hours

June 10-12, COR Concepts, Implementing Electronic Document and Records Management System (EDRMS), Capetown, SA, 3 days

June 11, RIMPA Global, Concepts of Classification Schemes, live online, 3 hours

June 13, InfoGovANZ, Information and Data Lifecycle Workshop, live online, 3 hours

June 25, RIMPA Global, Developing and Implementing Classification Schemes, live online, 3 hours

July 9, RIMPA Global, Information Governance Fundamentals, live online, 3 hours

July 10, RIMPA Global, Records Management Strategic Planning, live online, 3 hours

July 11, RIMPA Global, Release of Information, live online, 3 hours

July 15-19, COR Concepts, Records Management for the Public Sector, Johannesburg, SA, 5 days

July 16, RIMPA Global, Records and Information Management Fundamentals, live online, 3 hours

July 17, RIMPA Global, Creating a Digital Information Governance Framework, live online, 3 hours

July 22-26, COR Concepts, Hands-on Electronic Document and Records Management, Pretoria, SA, 6 days

August 12-16, COR Concepts, Combined EDRMS and Advanced EDRMS, Johannesburg, SA, 5 days

August 26-30, COR Concepts, CIP Training, Mombasa/Dar es Salaam/Mauritius, 5 days

Policies and Procedures

June 25-27, Lewis Eisen, Drafting Policies for Maximum Buy-In, live online, 7.5 hours

Privacy and Data Protection

June 3-12, IAPP, Privacy Program Management, live online, 14 hours

June 4-13, IAPP, U.S. U.S. Private-Sector Privacy, live online, 14 hours

June 6-20, Leadership Through Data, Certificate in Managing Data Protection Compliance, live online, 21 hours

June 11-20, IAPP, Privacy Program Management, live online, 14 hours

June 12, TKM, Handling Data Subject Access Requests, live online, unk

June 12, Leadership Through Data, All You Need to Know: Information Asset Owner, live online, 5.5 hours

June 17-26, IAPP, European Data Protection, live online, 14 hours

June 18, TKM, Assessing and Managing Risk for Data Protection, live online, unk

June 19, TKM, Conducting Data Impact Assessments, live online, unk

June 26, TKM, Auditing Data Protection Compliance, live online, unk

June 27, Leadership Through Data, All You Need to Know: Freedom of Information, live online, 7 hours

July 2, Leadership Through Data, All You Need to Know: Data Protection Officer, live online, 7 hours

July 4-5, TKM, TKM Certificate in Data Protection Compliance, live online, 7 hours

July 9-18, IAPP, European Data Protection, live online, 14 hours

July 10 - August 10, Privacy by Design, Strategic Privacy By Design, hybrid, 12 hours 

July 15-24, IAPP, U.S. Private-Sector Privacy, live online, 14 hours

July 17, Leadership Through Data, All You Need to Know: Subject Access Request, live online, 7 hours

July 18, Leadership Through Data, All You Need to Know: Redaction and Scrutiny, live online, 7 hours

August 13-14, Leadership Through Data, All You Need to Know: Data Ethics, live online, 8 hours

Artificial Intelligence

June 3-7, CIGOA, CIGO/AI Intensive, live online, 12 hours

June 6-7, IAPP, AI Governance Professional, Brussels, Belgium, 15 hours

June 8-9, IAPP, AI Governance Professional, Toronto, ON, 16 hours

June 8-9, IAPP, Canadian Privacy Professional, Toronto, ON, 16 hours

June 8-9, IAPP, Privacy Program Professional, Toronto, ON, 16 hours

June 14, RIMPA Global, Fundamentals of Artificial Intelligence and Machine Learning, live online, 3 hours

June 18, Future of Privacy Forum, Building a Responsible AI Program, live online, 2 hours

June 18-27, IAPP, AI Governance Professional, live online, 14 hours

June 27, Future of Privacy Forum, The AI Regulatory Landscape, live online, 2 hours

June 27, InfoGovANZ, AI Governance Workshop, live online, 3 hours

July 1-10, IAPP, AI Governance Professional, live online, 14 hours

July 9-18, IAPP, AI Governance Professional, live online, 14 hours

Data Governance and Data Management

June 4, The Data Governance Coach, 1 Day Data Governance Mastermind, live online, 8 hours

June 17-18, Dataversity, DMBoK and CDMP Specialist Deep Dive: Data Quality, live online, 15 hours

June 20, RIMPA Global, Big Data and Digital Transformation, live online, 3 hours

June 27, RIMPA Global, Data Security and Governance, live online, 3 hours

July 29 - August 1, Dataversity, DMBoK and CDMP Preparation: Data Management Fundamentals, live online, 30 hours

August 13-14, Dataversity, Data Quality Bootcamp: A Roadmap for Success, live online, 15 hours

Document Control

June 3-6, Consepsys, DCC - DCC - Certified Document Controller, live online, 16 hours

July 1-2, Koenig, Document Controller Training Course, live online, 16 hours

August 27-29, Mireaux, Fundamentals of Document Control, live online, 24 hours

August 27-30, Mireaux, Advanced Document Control, live online, 32 hours

August 27-30, Consepsys, DCC - Certified Document Controller, live online, 16 hours

How to Build a RIM Playbook Part 1 - Interview the Key Players

I wrote an article for ARMA Magazine a couple of years ago called “Build and Sustain Your Records Program with a Records Playbook. (https://magazine.arma.org/2022/09/build-and-sustain-your-records-program-with-a-records-management-playbook/). In it, I described the benefits of a playbook, what it should contain, and a very high-level overview of how to build one. In this series, I’ll dive deeper into each of the steps in the process for building a playbook.

Step 1: Interview the key players.

A RIM playbook doesn’t need to be years in the making. However, it will require some effort, resources (including, potentially, external ones), and time. The first step in the process, then, is to meet with the person who will make those resources available. It is important to understand the vision for the playbook and determine the scope. Will it cover just RIM? Or the entire IG program? Will it cover subsidiaries? If your organization is international in scope, will it cover all jurisdictions?  

Depending on the scope, it may also be helpful to talk to other relevant stakeholders such as Legal, IT, Privacy, etc. You’ll need to talk to them anyway as you’re building your plays, but it’s not a bad thing to let them know it’s coming and a rough estimate of when you’ll need their input. But even if your scope is fairly narrow, e.g., a RIM playbook, there will still be RIM plays that rely on some cross-departmental cooperation. For example, many organizations have a play called something like, "Place a Legal Hold". This play would require collaborating with Legal and might involve IT as well depending on the scope and context of the hold. 

Later in the process, you'll undertake another round of interviews in order to gather documentation and understand which plays are being executed and how. If you use records coordinators, they will be valuable sources of information and should be able to confirm or clarify how plays are executed. We'll discuss this in detail in another article. 

Next up: Part 2 - how to develop the draft list of plays.  

I teach a workshop on how to build playbooks - you can find more details about the course and approach at https://athroconsulting.com/?page_id=981. 

I also build playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that would look like. 

Upcoming Industry Meetings and Webinars - May 16 - June 15, 2024

Here are the industry webinars and events I'm aware of for May 16 - June 15, 2024. Conferences and bigger events are listed through September 30, 2024 because they have longer lead times to get approval, set up travel, etc. 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.

Note also that I generally don't include training courses as the volume is simply too high. I'm working on a better/different way to highlight industry training - watch this space. 

If you know of a webinar or local 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. 

Also note that 16 ARMA chapters have come together for the 4th Annual Spring Seminar Mania. The individual events are listed on the applicable date below, but you can see the entire list and learn about possible prizes at https://armamilwaukee.org/spring-seminar-mania-2024/.

May 16 - Old Dominion ARMA & AIIM, How Artificial Intelligence (AI) is already affecting Information Governance

May 16 - ARMA Oklahoma, The Top Three Key Focus Areas for IT Security Initiatives 

May 16 - ARMA Keystone, 1st Annual Spring Seminar

May 16 - ARMA Madison, Spring Seminar: Information Governance: Essentials & Beyond

May 16 - ARMA Kentucky, Developing and Implementing a Privacy Assessment Program. Email Lydia.McGahee@texasroadhouse.com for more information or to register. 

May 16 - ARMA Utah, Spring Cleaning at the Archives

May 16 - RIMPA Global, Canberra | Roadshow

May 17 - ACMP South Africa, People-Centric Organizational Change: Engaging Employees with Business

May 20-22 - DSF'24, Boston, MA

May 20-22 - OneTrust TrustWeek, Austin, TX

May 21 - ARMA Metro NYC-LI, Cyber Security Law and Information Governance

May 21 - ARMA Chicago, May Spring Seminar 2024

May 21 - Austin ARMA, Business Partner Expo 2024 (members and business partners only)

May 21 - ARMA Central Missouri, Tour of the Department of Agriculture Land Survey Program

May 21 - ARMA Palmetto, Before Disaster Hits

May 21 - ARMA San Antonio, Stop, Children, What's That Sound: Everybody Look What's Going Down - The Convergence of Records, Information, and Data Governance

May 21 - AIIM, AIIM+ Insights: Unseen Foundations: Exploring the Importance of Forms Management (members only)

May 21 - ACMP Ohio, Taking a STAND for Change Readiness

May 21 - Meru Data, Understanding, Scaling, and Automating Data Protection Assessments

May 21 - ARMA Legal Industry Group, 2024 Retention Series - Global Firm Approach/Resources (members only)

May 21 - ARMA and Archive360, Regulating the Robots: AI Legislation & Regulation

May 21-24 - FRMA Annual Conference, Daytona Beach, FL

May 22 - Athro Consulting, Ask Me Anything about the Spring 2024 IGIM Conference Season

May 22 - ARMA Houston, Program on Content Intelligence: Where AI, LM and Human-in-Loop Verification Meet

May 22 - Leadership Through Data and RIMPA Global, Microsoft 365 Forum

May 23 - ARMA Arizona, Chapter End of Season Networking Event

May 23 - ARMA St. Louis, A Design Thinking Approach to Difficult Conversations

May 23 - ARMA InfoNEXT, Archiving Doesn't Cut It: Future of Information Governance 

May 23 - CIGOA, AI Governance Summit, Atlanta, GA

May 23 - RIMPA Global, Melbourne | Roadshow

May 23 - Truyo, Mastering AI Governance Part 1: Strategy, Planning, Structure, and Design

May 23 - Institute of Operational Privacy Design, Data Access and Deletion in the Large Scale Structured and Unstructured Datasets (members only)

May 23 - Colligo and Orchestry, Copilot & Governance - More Than Just Buzzwords! 

May 24 - ACMP Pacific NW, Navigating the Impacts of AI as a Change Leader

May 25 - ARMA Vancouver, Annual General Meeting

May 28 - AIIM, AIIM+ Insights: Information Governance by Design (members only)

May 28 - RIMPA Global, Managing SharePoint Sprawl in Records Management

May 29 - ARMA Chicago, The IG Professional's Role in the AI and Data Privacy Revolution

May 29 - IAPP and Exterro, Building the case: Get buy-in to minimize data across your organization (members only)

May 29 - Leadership Through Data and IQBG, Implementing Microsoft Copilot with assurance and safety: An AI tool to boost productivity 

May 29-31 - ARMA Vancouver Island and Archives Association of BC, Going further together: Connectivity and partnerships in the information profession

May 30 - AIIM Florida, The New Culture of Documentation: How Dynamic Documentation Transforms Productivity and Problem-Solving

May 30 - ARMA Spring Seminar Mania 2024 Finale

May 30 - ACMP, My Evaluation is Over, Now What? (members only)

May 30 - Truyo, Mastering AI Governance Part 2: Discovering and Analyzing AI Usage

May 31 - RIMPA Global, Cybersecurity Essentials: The Stuff You Actually Need to Know

June 3-7 - 365 Educon + PWR Educon Seattle, Seattle, WA 

June 3-7 - DGIQ 2024 West, San Diego, CA

June 4 - AIIM and Contoural, AIIM+ Insights: Is Your Retention Schedule Ready for AI? (members only)

June 4 - ACMP Metro & Eastern NY, Resilience-Informed Change: Supporting Human Energy Sustainability

June 4-5 - IAPP AIGG 2024, Brussels, BEL

June 4 and 6 - Athro Consulting, RIM Playbook Workshop

June 5 - Future of Privacy Forum, DC Privacy Forum 2024, Washington, DC

June 6 - IRMS Roadshow 2024 - Belfast

June 6 - NAGARA, City of Seattle Responsible AI Program

June 6 - Today's General Counsel, Data Management & Information Governance: AI Is Important, But It’s Not Everything

June 6-7 - ARMA California Summer Conference, Irvine, CA

June 8-11 - IAPP Canada Privacy Symposium 2024, Toronto, ON

June 10-11 - Knowledge Summit Dublin, Dublin, Ireland 

June 10-13 - Databricks, Data + AI Summit, San Francisco, CA

June 11 - AIIM, AIIM+ Emerging Technologies - the Role of Generative AI in IM Transformation (members only)

June 11 - NAGARA, Building a Record Locator Tool

June 11 - Truyo, Mastering AI Governance Part 3: Operationalize, Automate, Monitor, & Sustain

June 11-13 - ACMP Change Management Global Connect, virtual

June 12 - ARMA New Jersey, INFORM24

June 12 - ARMA Nebraska, RIM & Evidence Used to Recover POW/MIA

June 12 - AIAI, Generative AI Summit, New York City, NY

June 12 - IRMS Public Sector, Addressing the Long Term Impacts of a Rapid Transition to Hybrid Working

June 12 - DocPoint Solutions, Managing Costs and Addressing Your Automation Needs

June 13 - RIMPA Global, Brisbane | Roadshow

June 20 - Truyo, Mastering AI Governance Part 4: The Intersection of Potential Federal Privacy & AI Legislation

June 24-25 - AIIM Forum Europe, Manchester, UK

July 10 - AIAI, Generative AI Summit, Austin, TX

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 25-26 - Zaria 2024 Annual Records Management Conference, Thohoyandou, ZAF

July 26 - M365 Community Days NYC, New York City, NY

July 31 - August 1 - Australian Digital Workplace Conference, Sydney, AUS

August 5-7 - NIRMA 2024, Summerlin, NV

August 11-15 - ILTACON 2024, Nashville, TN

August 12-14 - ISACA and IIA, GRC Conference 2024, Austin, TX

August 12-14 - Ai4, Las Vegas, NV

August 12-16 - Microsoft 365 & Power Platform Conference, Washington, DC

August 28-30 - ARA 2024, Birmingham, UK

September 3-5 - RIMPA Live 2024, Adelaide

September 10-11 - The AI Conference, San Francisco, CA

September 17-19 - Info-Tech Live 2024, Las Vegas, NV

September 18-20 - InfoGovWorld Expo 2024, San Diego, CA

September 21-24 - IAPP Privacy.Security.Risk, Los Angeles, CA

September 22-26 - Hyland CommunityLive, National Harbor, MD

September 24-26 - Xplor 2024 Summit, Lake Buena Vista, FL

September 30 - October 1 - Business Transformation Exchange USA, Fort Lauderdale, 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/2024/05/im-available-to-speak-at-your-event-may.html.

I'm Available to Speak at Your Event - May 2024 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 800 other events since 2003. I've also delivered a number of keynote sessions at conferences, user group meetings, and solution provider events. I also take public speaking seriously, meaning I'm prepared, I meet deadlines, and I'm flexible. 

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 recently. If you don't see your topic or angle on the list, reach out to me anyway and we can discuss. 

• Building and Sustaining Your RIM Program with a RIM Playbook (broader IG version available too)
• Records Management in the Age of Privacy

• 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
• When Employees Leave: How to Manage Separating Employees' Information
• 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

I am quite comfortable doing in-person events, but you or your organization might not be. You also might not have the travel budget to bring me in. 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 presentations 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. Note that this generally applies to meetings up to 2 hours; if you bring me in to deliver a full- or multi-day seminar, I do charge a speaking fee, but I have some flexibility. 

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 2024 through June 2025. 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 and Webinars - May 1-31, 2024

Here are the industry webinars and events I'm aware of for May 1-31, 2024. Conferences and bigger events are listed through August 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.

Note also that I generally don't include training courses as the volume is simply too high. I'm working on a better/different way to highlight industry training - watch this space. 

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. 

Also note that 16 ARMA chapters have come together for the 4th Annual Spring Seminar Mania. The individual events are listed on the applicable date below, but you can see the entire list and learn about possible prizes at https://armamilwaukee.org/spring-seminar-mania-2024/.

May 2 - ARMA Michigan, Enterprise-wide Esignature

May 2 - ARMA Triangle, State of the Chapter Meeting (members only)

May 2 - ARMA and Neostek, Unlocking Dynamic Records and Information Management

May 2 - IAPP and Securiti, Navigating compliance in the era of AI (members only)

May 2 - Digital Government Institute, Taming the Data Dragon: Exploring the Critical Role of Data Governance in E-Discovery

May 2 - AIIM+, BIPOC Network Meeting (members only)

May 2 - RIMPA Global, Adelaide | IM Networking Group

May 2 - NAGARA, Collaborative Disaster Preparedness

May 2 - ACMP Ohio, Generative AI x Change Management

May 2 - Tungsten Automation Summit, Chicago, IL 

May 7 - ARMA Northeast Ohio, Moving to Big Bucket-Strategies and Best Practices for Simplifying Your Retention Schedule

May 7 - RIMPA Global, IG and Artificial Intelligence

May 7 - ACMP Global, Managing Change Saturation and Fatigue according to the Standard (members only)

May 7 - IAPP, Adtech: Practical takeaways from recent EU developments (members only)

May 7 - Access, Leveraging Your Data: A Journey Through 3 Essential Information Gates

May 7-10 - Business Transformation & Operational Excellence Summit & Industry Awards (BTOES), Orlando, FL

May 8 - DocPoint and QAI, Microsoft as Your Automation Platform?

May 8 - ACEDS and Exterro, Mastering Data Inventories: Strategic Privacy Compliance & Data Governance

May 8-10 - Privacy+Security Forum, Washington, DC 

May 9 - ARMA Greater Seattle, Email Deleting Parties in Large and Small Organizations

May 9 - ARMA Wyoming, 2024 Annual Spring Seminar

May 9 - Digital Government Institute, Leveraging Data to Achieve Agency Mission

May 9 - AIIM+, EmpowerHER: Shaping the Future of WIIM (members only)

May 9 - InfoGovANZ, Data Minimisation: Reducing Data Privacy Risks

May 12-14 - IRMS24 Conference, Brighton, UK

May 12-14 - ARMA Canada Information Conference 2024, Calgary, AB

May 13-15 - Gartner Data & Analytics Summit, London, UK 

May 14 - ARMA Mile High Denver, Safeguarding Your Operations: The Importance of Comprehensive Vendor Due Diligence

May 14 - Washington DC Metro Area Chapters of ARMA, Brave New World of Federal Records

May 14 - Twin Cities ARMA, Demystifying AI: Challenges and Solutions for Records and Information Managers

May 14 - ARMA Dallas, Information Security and Government Records: Maintaining Privacy While Complying with the PIA

May 14 - ARMA Houston, Program on Content Intelligence: Where AI, LM and Human-in-Loop Verification Meet

May 14 - AIIM Southwest, Three and a Community: Embedding IG at Shell

May 14 - AIIM+ and Microsoft, M365 Meeting the Challenge: Microsoft SharePoint Embedded (members only)

May 14 - IAPP and ObservePoint, Beyond setup: Key steps to continuous compliance in consent management (members only)

May 15 - Atlanta ARMA, Building and Sustaining Your RIM Program with a RIM Playbook

May 15 - ARMA Nebraska, Modern Information Management: From Purview to Syntax to CoPilot

May 15 - ARMA Jacksonville, Improving Business Outcomes with Intelligent Data Processing (IDP)

May 15 - Southern California Inland Empire ARMA, Email Retention, Policy and Procedures

May 15 - IAPP and BigID, How the rise of generative AI affects privacy risks (members only)

May 15 - ACMP Michigan, Change Leadership: Empowering Teams Through Effective Change Management

May 15 - ACMP UK, Emotional Intelligence: A Critical Skill for Organizational Change

May 15 - Microsoft IM Tech Summit Europe 2024, London, UK

May 16 - Athro Consulting, Ask Me Anything about the Spring 2024 IGIM Conference Season

May 16 - ARMA Oklahoma, The Top Three Key Focus Areas for IT Security Initiatives 

May 16 - ARMA Keystone, 1st Annual Spring Seminar

May 16 - ARMA Madison, Spring Seminar: Information Governance: Essentials & Beyond

May 16 - ARMA Kentucky, Developing and Implementing a Privacy Assessment Program. Email Lydia.McGahee@texasroadhouse.com for more information or to register. 

May 16 - RIMPA Global, Canberra | Roadshow

May 17 - ACMP South Africa, People-Centric Organizational Change: Engaging Employees with Business

May 20-22 - DSF'24, Boston, MA

May 20-22 - OneTrust TrustWeek, Austin, TX

May 21 - ARMA Chicago, May Spring Seminar 2024

May 21 - Austin ARMA, Business Partner Expo 2024 (members and business partners only)

May 21 - ARMA Palmetto, Before Disaster Hits

May 21 - ARMA and Archive360, Regulating the Robots: AI Legislation & Regulation

May 21 - ACMP Ohio, Taking a STAND for Change Readiness

May 21 - Meru Data, Understanding, Scaling, and Automating Data Protection Assessments

May 21-24 - FRMA Annual Conference, Daytona Beach, FL

May 23 - ARMA St. Louis, A Design Thinking Approach to Difficult Conversations

May 23 - CIGOA, AI Governance Summit, Atlanta, GA

May 23 - RIMPA Global, Melbourne | Roadshow

May 24 - ACMP Pacific NW, Navigating the Impacts of AI as a Change Leader

May 28 - AIIM, AIIM+ Insights: Information Governance by Design (members only)

May 28 - RIMPA Global, Managing SharePoint Sprawl in Records Management

May 29 - ARMA Chicago, The IG Professional's Role in the AI and Data Privacy Revolution

May 29 - IAPP and Exterro, Building the case: Get buy-in to minimize data across your organization (members only)

May 29-31 - ARMA Vancouver Island and Archives Association of BC, Going further together: Connectivity and partnerships in the information profession

May 30 - ARMA Spring Seminar Mania 2024 Finale

May 31 - RIMPA Global, Cybersecurity Essentials: The Stuff You Actually Need to Know

June 3-7 - 365 Educon + PWR Educon Seattle, Seattle, WA 

June 4-5 - IAPP AIGG 2024, Brussels, BEL

June 4 and 6 - Athro Consulting, RIM Playbook Workshop, live online

June 6-7 - ARMA California Summer Conference, Irvine, CA

June 8-11 - IAPP Canada Privacy Symposium 2024, Toronto, ON

June 10-11 - Knowledge Summit Dublin, Dublin, Ireland 

June 10-13 - Databricks, Data + AI Summit, San Francisco, CA

June 11-13 - ACMP Change Management Global Connect, virtual

June 12 - ARMA New Jersey, INFORM24

June 12 - AIAI, Generative AI Summit, New York City, NY

June 24-25 - AIIM Forum Europe, Manchester, UK

July 10 -  AIAI Generative AI Summit, Austin, TX

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 25-26 - Zaria 2024 Annual Records Management Conference, Thohoyandou, ZAF

July 26 - M365 Community Days NYC, New York City, NY

July 31 - August 1 - Australian Digital Workplace Conference, Sydney, AUS

August 5-7 - NIRMA 2024, Summerlin, NV

August 11-15 - ILTACON 2024, Nashville, TN

August 12-14 - ISACA and IIA, GRC Conference 2024, Austin, TX

August 12-14 - Ai4, Las Vegas, NV

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. 

May 16 - Ask Me Anything about the Spring 2024 IGIM Conference Season

I'm pleased to announce that my next Ask Me Anything (AMA) session is scheduled for May 16, 2024 at 12:00pm EDT / 10:00am MDT. The topic is the Spring 2024 IGIM conference season: Which event(s) did you attend, what did you think, what were the trends in terms of content covered, etc. 

I went to AIIM24 in San Antonio, TX; I know others who attended ARMA InfoNEXT, and ARMA Canada Information Conference ends the day before this AMA, so it will still be fresh in peoples' minds. If you went to another event, like the InfoGov World IG Leadership Summit in March or the IAPP Global Privacy Summit, or something not listed, feel free to bring those experiences as well. 

As with all of these, there are no slides, and I am not recording the session so that people will feel more comfortable participating. I'm also not harvesting emails, or selling anything - I'm just hoping for a good conversation about the events! 

For more information or to register, visit 

https://us02web.zoom.us/meeting/register/tZcpde2vqz0jHNQR05y8ErMaphIh06zAuLIV#/registration. 

Upcoming Industry Meetings and Webinars - April 16-May 15, 2024

Here are the industry webinars and events I'm aware of for April 16-May 15, 2024. Conferences and bigger events are listed through July 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.

Note also that I generally don't include training courses as the volume is simply too high. I'm working on a better/different way to highlight industry training - watch this space. 

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. 

Also note that 16 ARMA chapters have come together for the 4th Annual Spring Seminar Mania. The individual events are listed on the applicable date below, but you can see the entire list and learn about possible prizes at https://armamilwaukee.org/spring-seminar-mania-2024/. 

April 16 - ARMA Mile High Denver, Bridging the Digital Divide

April 16 - ARMA San Antonio, I Don't Want to Talk About AI - But Change is in the Air

April 16 - Florida Gulf Coast ARMA, An End Users Guide to Online Document Management

April 16 - ARMA Central Missouri, Tour of American Archaeology Division, University of Missouri

April 16 - Greater New Orleans ARMA, The New Detective in Crime Fighting

April 16 - AIIM and AvePoint, AIIM+ Insight Exchange: The Data Problem That’s Halting AI Success

April 16 - Microsoft, Achieving Success with the Microsoft Maturity Model: Using Copilot as an Example

April 16 - Zasio, CPR for Information Governance: The Convergence of Cybersecurity, Privacy, and Retention

April 16-17 - ARMA Houston Spring Conference

April 16-17 - GRC Connect Chicago, in association with OCEG, Chicago, IL

April 17 - ARMA Nebraska Spring Seminar, Gamification: Putting the Fun in RIM Fundamentals

April 17 - ARMA Arizona Spring Seminar

April 17 - Southern California Inland Empire ARMA, Data Migration:What Records Managers Need to Know

April 17 - ARMA Michigan, Spring Seminar '24 - Back to Basics

April 17 - Greater Kansas City ARMA, Unlocking the Power of Persuasion - A Playful Journey into Marketing Your IG Program

April 17 - ARMA Metro NYC-LI, Building Bridges: Data Governance 1.0 to 2.0

April 17 - ARMA Saskatchewan, Meet the Board

April 17 - ARMA and AIIM Old Dominion, Data Literacy for Knowledge Workers

April 17 - Meru Data, Mitigating and Managing Third Party Risk

April 17 - Contoural, Embarking on AI Governance: Getting Started Quickly

April 17 - ACMP Midwest, Midwest Change Conference 2024 - Innovate, Adapt, Succeed

April 17 - ACMP UK, Why Do We Create Change Tribes Rather Than Communities? 

April 17 - IAPP, The role consumer consent plays in the future of trusted commerce (members only)

April 17 - DocPoint and QAI, M365: The Center of Your Records and Compliance Strategy

April 17 - OneTrust, Data privacy in the age of AI

April 17 - RecordPoint, How privacy laws around the world are changing records management

April 18 - ARMA Winnipeg, City of Saskatoon: Bringing Information Governance to Life

April 18 - ARMA Jacksonville, Thirsty Thursday

April 18 - ARMA St. Louis, A Design Thinking Approach to Difficult Conversations

April 18 - ARMA Oklahoma, What is Your Conflict Management Style?

April 18 - ARMA Keystone PA, Art Tour and Privacy

April 18 - ARMA Utah, Have the Contours of Your Landscape Changed? Time to Evolve Your Retention Schedule Too! 

April 18 - AIIM Florida, The best predictor of Information Management Success is your Staff's ability to find the Content they need

April 18 - RIMPA Global, Townsville | Roadshow

April 18 - IAPP and Osano, How to become a trusted brand in the age of data privacy (members only)

April 18 - Leadership Through Data, Value of Records - Unpacking the Significance of Vegetables vs. Flowers (Panel Discussion)

April 18 - KIK Consulting, RDWG Webinar: Metadata Management's Impact on Data Governance

April 18 - Iron Mountain, Information Governance in the Age of AI

April 18 - AIIM+, CIP Futurist Think Tank (members/CIPs only)

April 18-24 - 2024 AIIP Symposium, St. Louis, MO

April 19 - IAPP and RadarFirst, Highway to the regulation zone: The Intersection of cyber and privacy (members only)

April 19 - ARMA Hawai'i, Site Tour of the Hawai’i State Records Center

April 19 - Boise ARMA, Open House at Idaho Records Management

April 22-25 - Laserfiche Empower, Las Vegas, NV

April 23 - Twin Cities ARMA Spring Seminar

April 23 - ARMA Golden State, Reassessing Success: Refocusing on the Needs of End Users with Real Microsoft 365 Change Management

April 23 - Greater Chattanooga ARMA, Information Governance and Artificial Intelligence 

April 23 - Valora Technologies, How to Manage Data Privacy While Managing Records

April 23 - 2toLead, Tech-Forward: Achieving Business Readiness for Copilot in Microsoft 365

April 24 - Austin ARMA April Workshop, Records and Information Management (RIM) 101

April 24 - Austin ARMA, Finding the Courage to Move Forward

April 24 - ARMA Madison, Best Practices for Long-Term File Preservation

April 24 - ARMA Greater Los Angeles, RIM Certifications Overview 2024

April 24 - AIIM and Microsoft, How to Drive Productivity and Make Better Business Decisions with AI

April 24 - IMCanadaConnect, RIM Month - Electronic records as documentary evidence

April 24 - OneTrust, Integrating privacy strategically into your business

April 24 - ACEDS and Onna, No Longer Amateur Hour: The New Normal of Data Preservation

April 24-25 - Data Innovation Summit, Stockholm, SWE and online

April 25 - ARMA Milwaukee, Records Management in the Age of Privacy

April 25 - AIIM, The AIIM24 Experience: A Recap and Discussion

April 25 - ACMP, Creating Micro-connections That Build Trust and Influence (members only)

April 25 - ACMP New England, Harnessing the Power of Data-driven Decision-making in Change Measurement

April 25 - IAPP and OneTrust, Bringing your AI policy to life: Operationalizing key strategies for governance (members only)

April 26 - NAGARA, 2024 Spring Online Forum: Data Detox

April 27 - ARMA Vancouver, RIM Month Social

April 29 - RIMPA Global, Document Controllers Focus Group

April 29 - ACMP, Using Fan Fiction to Test and Apply the Standard for Change Management (members only)

April 29 - May 1 - ILTA Evolve, Charleston, NC 

April 30 - North Dakota ARMA, Spring Seminar

April 30 - ARMA Northern Virginia, How's Your IG/IT Relationship?

April 30 - AIIM+, AIIM+ Community Conversation: Navigating Information Management Challenges (members only)

April 30 - IAPP and Osano, AI and data privacy: Minimizing risk and maximizing opportunity (members only)

April 30-May 2 - Microsoft 365 Conference, Orlando, FL 

May 2 - ARMA and Neostek, Unlocking Dynamic Records and Information Management

May 2 - IAPP and Securiti, Navigating compliance in the era of AI (members only)

May 2 - Digital Government Institute, Taming the Data Dragon: Exploring the Critical Role of Data Governance in E-Discovery

May 2 - Tungsten Automation Summit, Chicago, IL 

May 7 - RIMPA Global, IG and Artificial Intelligence

May 8 - DocPoint and QAI, Microsoft as Your Automation Platform?

May 8 - ACEDS and Exterro, Mastering Data Inventories: Strategic Privacy Compliance & Data Governance

May 8-10 - Privacy+Security Forum, Washington, DC 

May 9 - ARMA Greater Seattle, Email Deleting Parties in Large and Small Organizations

May 9 - ARMA Wyoming, 2024 Annual Spring Seminar

May 9 - Digital Government Institute, Leveraging Data to Achieve Agency Mission

May 12-14 - IRMS24 Conference, Brighton, UK

May 12-14 - ARMA Canada Information Conference 2024, Calgary, AB

May 13-15 - Gartner Data & Analytics Summit, London, UK 

May 14 - Washington DC Metro Area Chapters of ARMA, Brave New World of Federal Records

May 15 - ARMA Nebraska, Modern Information Management: From Purview to Syntas to CoPilot Password

May 15 - ARMA Jacksonville, Improving Business Outcomes with Intelligent Data Processing (IDP)

May 15 - IAPP and BigID, How the rise of generative AI affects privacy risks (members only)

May 15 - Microsoft IM Tech Summit Europe 2024, London, UK

May 16 - Athro Consulting, Ask Me Anything about the Spring 2024 IGIM Conference Season

May 20-22 - DSF'24, Boston, MA

May 20-22 - OneTrust TrustWeek, Austin, TX

May 21-24 - FRMA Annual Conference, Daytona Beach, FL

May 23 - CIGOA, AI Governance Summit, Atlanta, GA

June 3-7 - 365 Educon + PWR Educon Seattle, Seattle, WA 

June 4-5 - IAPP AIGG 2024, Brussels, BEL

June 6-7 - ARMA California Summer Conference, Irvine, CA

June 8-11 - IAPP Canada Privacy Symposium 2024, Toronto, ON

June 10-11 - Knowledge Summit Dublin, Dublin, Ireland 

June 10-13 - Databricks, Data + AI Summit, San Francisco, CA

June 11-13 - ACMP Change Management Global Connect, virtual

June 12 - AIAI, Generative AI Summit, New York City, NY

June 24-25 - AIIM Forum Europe, Manchester, UK

July 10 - AIAI Generative AI Summit, Austin, TX

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 31 - August 1 - Australian Digital Workplace Conference, Sydney, AUS

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.