Upcoming Industry Meetings and Webinars - August 1-31, 2024

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

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. 

August 1 - NAGARA, Accessibility in Archives

August 1 - IAPP and Osano, Navigating the regulation jungle: Be compliant, work efficiently, and stay sane (members only)

August 5-7 - NIRMA 2024, Summerlin, NV

August 5-7 - TDWI Transform24, San Diego, CA

August 6 - NAGARA, Electronic Records Disaster Planning and Recovery

August 6 - AIIM+ Insights: Organizational Readiness for Generative Artificial Intelligence (members only)

August 7 - OneTrust, Preparing for child data protection laws in the US

August 8 - RIMPA Global, Unlocking Insights: RIMPA Global Annual Member Survey 2024

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 13 - RIMPA Global, What is Generative AI? And How Can it Be Used in the Future of Automation?

August 13 - Contoural, Advanced M365 Summer School Part 4: Security and Privacy

August 14 - IAPP and Securiti, Operationalizing privacy for the revised Australia Privacy Act (members only)

August 14 - Contoural, AI Governance Summer School Part 3: Creating a Modern Records Retention Schedule for Compliance, Privacy, and AI

August 14 - OneTrust, Tech risk & compliance masterclass: The anatomy of a framework

August 15 - AIIM Florida, IDP's Shortcomings and How the Market is Evolving to Solve Them

August 15 - IAPP and Osano, It's time to think about data mapping differently (members only)

August 15 - Digital Government Institute, Meeting the Mission with AI: A Conversation with Government Leaders

August 15 - Iron Mountain, The flip side of retention: Disposition

August 20 - AIIM+, CIP Futuristic Think Tank (AIIM members who are CIPs only)

August 20-21 - Instituto Information Management, RPA + AI Expo, Rio de Janeiro, Brazil

August 21 - Meru Data, Risks and Advantages of AI on Your Devices

August 21 - Contoural, Advanced M365 Summer School Part 5: eDiscovery

August 22 - OneTrust, Ensuring compliance and operational readiness under the EU AI Act

August 22 - IRPA AI, A Chatbot Redemption Story: How AI is Transforming Customer Service and Digital Self-Service

August 27 - AIIM WIIM Event - What Does the Data Say for Women as Information Management Leaders? (members only)

August 28 - Contoural, AI Governance Summer School Part 4: Getting Started Quickly

August 28-30 - ARA 2024, Birmingham, UK

August 29 - Digital Government Institute and Exterro, FOIA-nomenal! How to Master Response Management in the Public Sector

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

September 4 - Digital Government Institute, 930Gov 2024, Washington, DC

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

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

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

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

September 20 - ARMA New England, Empower 24, Boston, MA

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

October 2 - AI Accelerator Institute, Generative AI Summit, Berlin, DEU

October 14-16 - ARMA InfoCon 2024, Houston, TX

October 14-16 - OPEX Week: Business Transformation Summit 2024, Sydney, NSW, AUS

October 14-17 - Data, AI and Analytics Conference Europe 2024, London, UK

October 16-17 - AI Accelerator Institute, AI CXO and AI Accelerator Summits, Boston, MA

October 21-24 - Gartner IT Symposium/Xpo, Orlando, FL

October 23-25 - Privacy+Security Forum: Fall Academy, Washington, DC

October 28-30 - GovAI, Arlington, VA

October 29-30 - Business Transformation Europe Summit, Amsterdam, NLD

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.

Upcoming Industry Meetings and Webinars - July 16 - August 15, 2024

Here are the industry webinars and events I'm aware of for July 16 - August 15, 2024. Conferences and bigger events are listed through October 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 in this list. For a list of training courses through September 30, visit https://informata.blogspot.com/2024/07/ig-rim-and-related-training-courses.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. 

July 16 - AIIM True North, Missing “Bytes”: The Critical Role of Information Governance in the SDLC Process

July 16 - ARMA Legal Industry Group, 2024 Retention Series - Legacy Client Files (members only)

July 16 - RecordPoint, Learning from the Medibank breach: why data minimization matters

July 16 - Leadership Through Data, Is your Microsoft 365 Information Management ready for Copilot? Navigating the AI landscape

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 17 - IRMS, Navigating the Future: Dynamic Information Governance with AI

July 17 - Contoural, Creating an AI Governance Program

July 18 - ARMA, Building the Case: Get Buy-In to Minimize Data Across Your Organization

July 22 - ARMA Southwest Ontario, Annual General Meeting

July 23 - AIIM, 5 Reasons to Use M365 as Your Legal Document Management System

July 23 - IAPP and Lusha, Data brokers unveiled: How to vet and choose wisely (members only)

July 23 - ARMA and RecordPoint, Putting AI to work: Practical ways to use AI in records management & information governance

July 23 - RIMPA Global, Dancing With The Devil - How To Survive A Cyber Attack

July 23 - Colligo, 5 Reasons to Use M365 as your Legal Document Management System

July 24 - ARMA Southern California Inland Empire, Chart Your Course Through RIM Certifications 

July 24 - IAPP and Exterro, The crucial role of obtaining valid consent in the era of AI model development (members only)

July 24 - Contoural, Advanced M365 Summer School Part 3: Retention for Email

July 25 - AIIM+, CIP Exam Prep: Your Guide to Success (members only)

July 25 - IRMS Public Sector, Artificial Intelligence and Public Sector Records Management

July 25 - IAPP and OneTrust, Privacy and AI: Bridging the Divide (members only)

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

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

July 29 - RIMPA Global, Document Control and Records Management in India

July 31 - Leadership Through Data and IQBG, Maximizing Collaboration with SharePoint Premium 

July 31 - Contoural, Impact of AI on Information Governance

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

August 1 - NAGARA, Accessibility in Archives

August 1 - IAPP and Osano, Navigating the regulation jungle: Be compliant, work efficiently, and stay sane (members only)

August 6 - NAGARA, Electronic Records Disaster Planning and Recovery

August 5-7 - NIRMA 2024, Summerlin, NV

August 5-7 - TDWI Transform24, San Diego, CA

August 6 - AIIM, AIIM+ Insights: Organizational Readiness for Generative Artificial Intelligence (members only)

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 13 - RIMPA Global, What is Generative AI? And How Can it Be Used in the Future of Automation?

August 14 - Contoural, Creating a Modern Records Retention Schedule for Compliance, Privacy, and AI

August 15 - Digital Government Institute, Meeting the Mission with AI: A Conversation with Government Leaders

August 28-30 - ARA 2024, Birmingham, UK

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

September 4 - Digital Government Institute, 930Gov 2024, Washington, DC

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

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

September 17, 6th Annual Data Privacy Conference, Washington, DC

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

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

September 20 - ARMA New England, Empower 24, Boston, MA

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

October 2 - AI Accelerator Institute, Generative AI Summit, Berlin, DEU

October 14-16 - ARMA InfoCon 2024, Houston, TX

October 14-16 - OPEX Week: Business Transformation Summit 2024, Sydney, NSW, AUS

October 14-17 - Data, AI and Analytics Conference Europe 2024, London, UK

October 16-17 - AI Accelerator Institute, AI CXO and AI Accelerator Summits, Boston, MA

October 21-24 - Gartner IT Symposium/Xpo, Orlando, FL

October 23-25 - Privacy+Security Forum: Fall Academy, Washington, DC

October 28-30 - GovAI, Arlington, VA

October 29-30 - Business Transformation Europe Summit, Amsterdam, NLD

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.

IG, RIM, and Related Training Courses, July 1 - September 30, 2024

This list includes public, instructor-led training courses scheduled through September 30, 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. Courses are scheduled all over the world, so please click the individual course links for location, times, and pricing. 

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.  

Information Governance and Records Management - 41 courses listed

July 4, RIMPA Global, Selling the Value of Information Records Management to Stakeholders, 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, 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 18 - InfoGovANZ, IG Foundations Workshop, live online, 3 hours

July 18, Leadership Through Data, Redaction and Scrutiny, live online, 7 hours

July 18, Leadership Through Data, Subject Access Request, live online, 7 hours

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

July 24-31, ECM Institute, Certified Efficiency Expert, live online, 9 hours

July 25, InfoGovANZ, Information and Data Lifecycle Workshop, live online, 3 hours

July 25, RIMPA Global, Impact of Information Security on Records Management, live online, 3 hours

July 26, RIMPA Global, Integrating Project Management into Records and Information Management, live online, 3 hours

July 26-30, ECM Institute, ECM Business Acumen for Targeted Solutions, 9 hours

August 5-9, CIGOA, CIGO Prep Class, live online, 12 hours

August 8, ActNow, Freedom of Information: The Exemptions, live online, 8 hours?

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

August 14, RIMPA Global, Concepts of Classification Schemes, live online, 3 hours

August 22, RIMPA Global, Impact of Cloud Computing on Records Management, live online, 3 hours

August 22, RIMPA Global, Information Governance Fundamentals for Schools, live online, 2 hours

August 26, COR Concepts, Information Governance (CIP Prep), Mombasa/Dar es Salaam/Mauritius, 5 days

August 27 and 29, Athro Consulting, Building a RIM Playbook, live online, 6 hours

August 28, RIMPA Global, Understanding and Development of Information Asset Register, live online, 3 hours

August 29, RIMPA Global, Risk Management for Information and Records Management, live online, 3 hours

September 2-17, TKM, Practitioner Certificate in Scottish Freedom of Information, live online, 21 hours

September 9, COR Concepts, Electronic Document and Records Management Training, Johannesburg, SA, 3 days

September 10, Leadership Through Data, Freedom Of Information, live online, 7 hours

September 10, Leadership Through Data, Data Ethics, Whangarei, NZ, 8 hours

September 10-26, Athro Consulting, CIP Preparatory Workshop, live online, 12 hours

September 13, RIMPA Global, Impact of Information Security on Records Management, live online, 3 hours

September 16, ActNow, Freedom of Information: The Exemptions, live online, 8 hours?

September 17, RIMPA Global, Information Governance Fundamentals, live online, 3 hours

September 18, RIMPA Global, Records Management Strategic Planning, live online, 3 hours

September 19, RIMPA Global, Integrating Project Management into Records and Information Management, live online, 3 hours

September 24, RIMPA Global, Records and Information Management Fundamentals, live online, 3 hours

September 24, Leadership Through Data, Records Management, live online, 7 hours

September 25, RIMPA Global, Creating a Digital Information Governance Framework, live online, 3 hours

September 25, Leadership Through Data, Records Management Deep Dive, live online, 7 hours

September 30, COR Concepts, Public Sector Records Management Training, Pretoria, SA, 5 days

Policies and Procedures - 4 courses listed

September 3, Perfect Policies and RIMPA Global, From Resistance to Engagement: Rethinking IG Policies, Adelaide, AUS, 3.5 hours

September 6, Perfect Policies and RIMPA Global, Drafting R/IM and Data Policies for Maximum Buy-in, Melbourne, AUS, 8 hours

September 10, Perfect Policies and RIMPA Global, Drafting R/IM and Data Policies for Maximum Buy-in, Sydney, AUS, 8 hours

September 24-26, Perfect Policies, Drafting Policies for Maximum Buy-In, live online, 9 hours

Privacy and Data Protection - 44 courses listed

July 4, ActNow, How to Do a Data Protection Impact Assessment, live online, 8 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, live online, 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 17, AI, Tech, and Privacy Academy, Emerging Challenges in AI, Tech, and Privacy, live online, 8 hours

July 17, ActNow, The General Data Protection Regulation, live online, 8 hours?

July 17-18, Privacy Ref, European Data Protection (CIPP/E), hybrid, Nashua, NH, 14 hours

July 22, ActNow, How to Handle a Subject Access Request, live online, 8 hours?

July 23-24, Privacy Ref, U.S. Private-Sector Privacy (CIPP/US), live online, 14 hours

August 7, ActNow, How to Do Data Flow Mapping, live online, 8 hours?

August 12-13, Privacy Ref, U.S. Private-Sector Privacy (CIPP/US), hybrid, Boynton Beach, FL, 14 hours

August 12-15, Privacy Ref, U.S. Privacy Officer Readiness (CIPP/US + CIPM), hybrid, Boynton Beach, FL, 28 hours

August 14, ActNow, How to Handle a Subject Access Request, live online, 8 hours?

August 14-15, Privacy Ref, Privacy Program Management (CIPM), hybrid, Boynton Beach, FL, 14 hours

August 19, ActNow, The General Data Protection Regulation, live online, 8 hours?

August 19, ActNow, How to Be a Senior Information Risk Owner, live online, 8 hours?

September 2, ActNow, FOIA Update 2024, live online, 8 hours?

September 2, ActNow, How to Handle a Subject Access Request, live online, 8 hours?

September 3, Leadership Through Data, Data Protection Officer, live online, 7 hours

September 4-13, IAPP, European Data Protection, live online, 14 hours

September 9-18, IAPP, U.S. Private-Sector Privacy, live online, 14 hours

September 10, ActNow, Understanding GDPR Accountability and Conducting Data Protection Audits, live online, 8 hours?

September 10, Leadership Through Data, Data Protection Officer, live online, 7 hours

September 10-19, IAPP, Privacy Program Management, live online, 14 hours

September 11, ActNow, Managing Personal Data Breaches, live online, 8 hours?

September 12, ActNow, Data Controller, Processor, or Joint Controller: What am I?, live online, 8 hours?

September 12, Leadership Through Data, Introduction to UK GDPR and Data Protection Act 2018, live online, 7 hours

September 16-17, Privacy Ref, Privacy Program Management (CIPM), hybrid, Nashua, NH, 14 hours

September 16-25, IAPP, Privacy Program Management, live online, 14 hours

September 17, ActNow, How to be a Data Protection Officer, live online, 8 hours?

September 18, TKM, Conducting Data Protection Impact Assessments, live online, 6 hours

September 18 - ActNow, GDPR Update, live online, 8 hours?

September 18 - ActNow, How to do Data Flow Mapping, live online, 8 hours?

September 18-27, IAPP, Canadian Privacy, live online, 14 hours

September 21-22, IAPP, European Data Protection, Los Angeles, CA, 2 days

September 21-22, IAPP, Privacy Program Management, Los Angeles, CA, 2 days

September 21-22, IAPP, Privacy in Technology, Los Angeles, CA, 2 days

September 21-22, IAPP, U.S. Private-Sector Privacy, Los Angeles, CA, 2 days

September 22, IAPP, Foundations of Privacy and Data Protection, Los Angeles, CA, 7 hours

September 24-25, Privacy Ref, U.S. Private-Sector Privacy (CIPP/US), hybrid, Boynton Beach, FL, 14 hours

September 24 and 26, IAPP, Foundations of Privacy and Data Protection, live online, 7 hours

September 25 - Oct 3, TKM, BCS Practitioner Certificate in Data Protection, live online, 24 hours?

Artificial Intelligence - 21 courses listed

July 4, ActNow, Artificial Intelligence and Machine Learning, How to Implement Good Information Governance, live online, 8 hours?

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

July 15-16, Privacy Ref, Artificial Intelligence Governance (AIGP), hybrid, Nashua, NH, 14 hours

July 16 - August 6, AI, Tech, and Privacy Academy, The EU AI Act Bootcamp, live online, 8 hours

July 29-30, Freevacy, BCS Essentials Certificate in AI, live online, 8 hours

July 30, ActNow, The EU AI Act and the UK Approach to AI Regulation, live online, 8 hours?

August 1, RIMPA Global, Fundamentals of Artificial Intelligence and Machine Learning, live online, 3 hours

August 5-14, IAPP, AI Governance Professional, live online, 14 hours

August 6-15, IAPP, AI Governance Professional, live online, 14 hours

August 8, InfoGovANZ, AI Governance Workshop, live online, 3 hours

August 19-20, Privacy Ref, Artificial Intelligence Governance (AIGP), hybrid, Nashua, NH, 14 hours

August 19-23, CIGOA, AI Governance, live online, 12 hours

August 21, ActNow, Artificial Intelligence and Machine Learning, How to Implement Good Information Governance, live online, 8 hours?

September 3, ActNow, The EU AI Act and the UK Approach to AI Regulation, live online, 8 hours?

September 9-10, Privacy Ref, Artificial Intelligence Governance (AIGP), hybrid, Nashua, NH, 14 hours

September 10-19, IAPP, AI Governance Professional, live online, 14 hours

September 11-20, IAPP, AI Governance Professional, live online, 14 hours

September 18, AI Governance World, AI Governance Executive Forum, San Diego, CA, 6 hours

September 18, AI Governance World, CIGO/AI Training, San Diego, CA, 7 hours

September 21-22, IAPP, AI Governance Professional, Los Angeles, CA, 2 days

September 23, ActNow, Artificial Intelligence and Machine Learning, How to Implement Good Information Governance, live online, 8 hours?

Data Governance and Data Management - 14 courses listed

July 9-10, Institute for Data Management, Introduction to Data Governance, live online, 8 hours

July 16-17, Institute for Data Management, Introduction to Data Quality, live online, 8 hours

July 23-31, Institute for Data Management, CDMP Exam Prep, live online, 16 hours

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

August 7, RIMPA Global, Big Data and Digital Transformation, live online, 3 hours

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

August 13-14, Institute for Data Management, Data Management Overview, live online, 8 hours

August 13-28, Institute for Data Management, Intensive Data Management, live online, 24 hours

August 20-21, Institute for Data Management, Introduction to Data Governance, live online, 8 hours

August 27-28, Institute for Data Management, Introduction to Data Quality, live online, 8 hours

August 28 - September 5, Institute for Data Management, Practical Data Modelling, live online, 16 hours

September 10-18, Institute for Data Management, CDMP Exam Prep, live online, 16 hours

September 11-20, FIT Academy, Data Management Fundamentals CDMP Exam Preparation, live online, 18 hours

September 16-18, Dataversity, Data Governance Bootcamp, live online, 18 hours

Document Control - 4 courses listed

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

September 9-13, Consepsys, Advanced Document Control Course, live online, 20 hours

Upcoming Industry Meetings and Webinars - July 1-31, 2024

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

July 2 - RIMPA Global, Records and Data: Creating Synergy for Success

July 2 - IAPP, EU AI Act compliance: How can a privacy program give a head-start?

July 9 - AIIM+, Unveiling Insights from Our "State of Information Practice" Survey (members only)

July 9 - ARMA InfoNEXT, Archiving Doesn't Cut It: Future of Information Governance

July 10 - IRMS, MMU's journey from shared drives to M365 - an update

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

July 11 - NAGARA, Standing Up Info Governance in State Government

July 11 - Contoural, Advanced M365 Summer School Part 2: Retention for SharePoint and Teams

July 11 - Leadership Through Data, Value of Records - Unpacking the Significance of Vegetables vs. Flowers

July 16 - ARMA Legal Industry Group - 2024 Retention Series - Legacy Client Files (members only)

July 16 - RecordPoint, Learning from the Medibank breach: why data minimization matters

July 16 - Leadership Through Data, Is your Microsoft 365 Information Management ready for Copilot? Navigating the AI landscape

July 16-18 - CDOIQ Symposium, Cambridge, MA

July 16-19 - NAGARA 2024, Atlanta, GA

July 18 - ARMA, Building the Case: Get Buy-In to Minimize Data Across Your Organization

July 22 - ARMA Southwest Ontario, Annual General Meeting

July 23 - IAPP and Lusha, Data brokers unveiled: How to vet and choose wisely (members only)

July 23 - ARMA and RecordPoint, Putting AI to work: Practical ways to use AI in records management & information governance

July 23 - Colligo, 5 Reasons to Use M365 as your Legal Document Management System

July 24 - ARMA Southern California Inland Empire, Chart Your Course Through RIM Certifications 

July 24 - IAPP and Exterro, The crucial role of obtaining valid consent in the era of AI model development (members only)

July 24 - Contoural, Advanced M365 Summer School Part 3: Retention for Email

July 25 - IRMS Public Sector, Artificial Intelligence and Public Sector Records Management

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

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

July 31 - Leadership Through Data and IQBG, Maximizing Collaboration with SharePoint Premium 

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

August 5-7 - NIRMA 2024, Summerlin, NV

August 5-7 - TDWI Transform24, San Diego, CA

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 4 - Digital Government Institute, 930Gov 2024, Washington, DC

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

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

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

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

September 20 - ARMA New England, Empower 24, Boston, MA

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

October 2 - AI Accelerator Institute, Generative AI Summit, Berlin, DEU

October 14-16 - ARMA InfoCon 2024, Houston, TX

October 14-16 - OPEX Week: Business Transformation Summit 2024, Sydney, NSW, AUS

October 16-17 - AI Accelerator Institute, AI CXO and AI Accelerator Summits, Boston, MA

October 21-24 - Gartner IT Symposium/Xpo, Orlando, FL

October 23-25 - Privacy+Security Forum: Fall Academy, Washington, DC

October 28-30 - GovAI, Arlington, VA

October 29-30 - Business Transformation Europe Summit, Amsterdam, NLD

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 6 - Drafting the Individual Plays

Now it's time to use the tool(s) we identified to start drafting the individual plays. As you get started, you'll need to make some decisions regarding the granularity of your plays. For example, do you have separate plays for sending boxes to offsite storage and retrieving them, or do you have one single play for "manage records stored offsite"? My recommendation is to err on the side of more granularity - two separate plays in this instance - because the different "sub-plays" may have different cadences and be executed by different roles. 

Each play should contain the following elements. Most of these elements will come directly from the resources and references for each play; if not, check with the people you think are involved in a particular play, especially the ones you think would be responsible or accountable. 

I find that the average play, including all of the listed elements and using the high-level description + links to references approach, is one to two pages long. 

Title. This is the name of the play, and should be phrased as a task, e.g., "Review and update the retention schedule" or "Send boxes to offsite storage." 

Purpose. Why are you executing this play? What is the benefit to the program (and ultimately to the organization)?  

Description. Depending on which tool(s) you're using, this could be either a high-level description, with links to the actual procedure, flowcharts, etc., or it could be the procedure itself. I generally recommend the former approach to my clients since most of them use Microsoft Word for their playbooks, but a LMS, knowledge base, or intranet platform could conceivably support the latter. 

Roles & responsibilities. I use a RACI (responsible, accountable, consult, inform) chart to list the key players at a glance. Details about the roles involved with a particular play and their responsibilities are included in the Description narrative. 

Cadence. This should address frequency - and schedule where applicable. Some plays are monthly, others are annual, and each might take place at a certain time during the month or year to leverage, or avoid, other things going on in the organization. For example, while reviewing and updating the records retention schedule is important, it's probably better to schedule it when it won't conflict with month, quarter, or year-end, or tax season. 

Plays that are run on an as-needed basis, such as placing or lifting a legal hold, can be listed as just that, "as-needed" or "upon request". 

As a reminder, if a task or activity is only conducted every few years - for example, defining business requirements for a replacement recordkeeping solution - I'd argue that's not a play, it's a project. It's still important to document somewhere, but the playbook should focus on the plays that are routinely executed. 

Resources and references. These should include all of the things required to complete a particular play, including but not limited to policies; flowcharts; procedures; job aids; glossaries; lists of acronyms or abbreviations; templates; style guides; and more. Resources should be hyperlinks, and should include a version, date, or both. 

Throughout this series I've tried to make the case that one of the most valuable outcomes from developing a playbook is consolidating all the references into a single location or access point; the more time spent on this aspect of each play, the more useful the playbook will be. 

At the same time, we noted in Part 4 that some of these references may be out of date. The question then becomes, is it better to list them, knowing that they are out of date, or not, leaving gaps in the documentation? There's a third way, which is to quickly capture what *is* being done at present, and include that in the list of resources and references. Once you have the chance to flesh out the new procedure, reference, etc. and get it approved and published, you can update the playbook to reflect that. It might also be helpful to make a reference to the outdated resource and the status of the draft replacement, perhaps as a footnote. 

Metrics. You can't manage what you don't measure. At the same time, just because something is measurable and measured doesn't mean that that's a good metric to track. It's important to ensure that the metrics tell a story that aligns to the overall goals of the program. 

Metrics can also indicate that a particular play has been executed and indicate volumes, times, etc. 

Contact information. For most playbooks, the contact information for a given play will be the same person, role, or service account, e.g., recordsmgmt@somecompany.com. But there may be some plays that have a different primary point of contact; this is especially true for playbooks with a broader scope. 

Here's an example of an actual play. 

In the next installment, we'll talk about the process for reviewing the draft plays, particularly with those roles responsible and accountable for their execution. 

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 RIM and IG playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that could look like. 

How to Build a RIM Playbook Part 5 - Determining the Technical Approach and the Tool

The next step, and really the last one before you can start building the actual playbook and plays, is to determine the technical approach and tool you'll use to do so. The key here is to determine which tool will be easiest for your audience to use, and then which tool is easiest for you and your key contacts in other teams to maintain over time. There are probably other ways to build them, but I have built playbooks using almost all of the options listed below. 

Document. Whether you use Microsoft Word, Google Docs, or something else, and whether you maintain your documents in native format or convert to Adobe PDF, this is a very straightforward approach that will be readily familiar to you and your audience. These can be even more useful when you leverage built-in content structuring capabilities like sections, headers, tables of content, indexes, etc. 

Presentation. Similar to documents, you can use Microsoft PowerPoint, Google Slides, or whatever similar tool you want. This takes a little more planning due to the limited space for text on each slide. I’ve approached this by having the play title and description on the slide and everything else in the slide notes. You should also take advantage of these tools’ ability to hyperlink to individual slides to build a table of contents, but again you’ll need to plan this out. 

Spreadsheets. I would not encourage using these for a final playbook, because I don't find them as easy to navigate as documents or presentations. But I leverage them to gather resources and RACI charts, and I keep my master list of plays as a spreadsheet that I can then edit down and save for a particular project. 

Wiki. Wikis are very easy to edit, which is a good thing, but they tend to be harder to keep organized over time, and organizations don’t use them nearly as much today as they did 15-20 years ago so there may be a bit more learning curve involved.

Playbook tools. There are a few tools in the market that are built to develop and maintain playbooks. I won't include any in this article because the market is pretty fluid, and because I haven't used any of them. 

The primary question to consider is whether the sophistication of the tool offsets the additional cost, and perhaps more importantly, the need to switch focus and context to yet another tool. 

Learning management system. There are many learning management systems available, and they are often optimized for managing and delivering content relevant to a particular topic or lesson. They also generally include links to additional resources, further reading, etc. Most of them are also inherently multimodal - that is, they leverage video, images, and other rich media and can often display things like flowcharts and other types of content. 

The challenge here is similar to the bespoke playbook tools – whether the additional sophistication is worth the additional cost and complexity to build and maintain the plays. 

Knowledge base. Similarly, many organizations have some sort of a knowledge base or knowledge management tool that manages all the information about a particular topic or task. And the challenges are the same as those with playbook tools and learning management systems. 

Intranet. Some intranet platforms make the process of creating and updating individual pages and topics very simple. Many of these also offer support for rich media such as videos or flowcharts. This is a great way to build a highly useful and engaging playbook – if your intranet platform supports it. 

My most recent playbook project involved building one in Microsoft SharePoint Online. The playbook was its own site; the table of contents was the landing page. Each section of the playbook was given its own section on the landing page with a list of the plays in each section, and each play was its own page complete with flowcharts, links to resources, etc. 

Again, what tool and approach you use should be whatever your users find easiest to access, and whatever you find easiest to maintain. 

In the next installment, we'll talk about the process for drafting the individual plays, including an exploration of each of the elements included in a play. 

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 RIM and IG playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that could look like. 

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

Here are the industry webinars and events I'm aware of for June 16 - July 15, 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, associations, consultants, etc. all welcome as long as the event is educational, live, and not completely self-serving, e.g., no demos. No charge to list your event or to access the list. 

June 17 - IRMS South West, Records Keepers Unite - IRMS Meets ARA

June 18 - ARMA New England, End of Year Appreciation Event

June 18 - ARMA Edmonton, Annual General Meeting

June 18 - Austin ARMA, Member Appreciation Luncheon

June 18 - ARMA San Antonio, Archiving Doesn't Cut It: Future of Information Governance

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 St. Louis, The Practical Road to Digital Transformation: Retain, Digitize and Destroy

June 20 - ARMA Oklahoma, Chapter Member Appreciation Lunch

June 20 - ARMA Utah, Summer Social

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 20 - Digital Government Institute, AI and ML in Records Management

June 20 - RIMPA Global, Data Privacy Regulations Demystified: Compliance and Best Practices

June 20 - DAMA NY, DAMA Day 2024

June 21 - ARMA Central Missouri, Year-End Meeting

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

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

June 25 - ARMA Northeast Ohio, End of Year Celebration and Networking Event

June 26 - ARMA Michigan, Tour of Kellanova and W.K. Kellogg Foundation Archives

June 26 - ARMA Houston, Year-End Meeting

June 26 - Meru Data, Unpacking the Colorado AI Law and Its Impact

June 27 - Atlanta ARMA, State of the Chapter

June 27 - ARMA Toronto, Annual General Meeting

June 27 - IRPAAI, Evolution of RPA to Intelligent Automation and AI

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 27 - IOPD, Design Process Standard Deep Dive | Privacy Engineering & Technology Education Discussion (PETed)

June 27 - Future of Privacy Forum, The AI Regulatory Landscape in the U.S. 

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

July 9 - AIIM+, Unveiling Insights from Our "State of Information Practice" Survey (members only)

July 9 - ARMA InfoNEXT, Archiving Doesn't Cut It: Future of Information Governance

July 10 - IRMS, MMU's journey from shared drives to M365 - an update

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

July 11 - NAGARA, Standing Up Info Governance in State Government

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

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.

How to Build a RIM Playbook Part 4 - Confirm the Plays to Include in the Playbook

This step is important because there may be activities identified during the review with the key players which are being executed, but for which little or no formal documentation is found during the documentation review. It will be difficult to develop plays for tasks or activities where there is no documentation at all. 

This next step, then, should be to review the initial draft list of plays to determine which ones should be removed because there is no documentation. That said, if an activity is being done regularly, an interview with the Responsible individual(s) may provide enough information to at least sketch out the play. That can then be refined and ultimately turned into formal documentation. If such an activity is being done by multiple people, each of them should be interviewed to determine what the best path of execution is. 

As you review the documentation, you will also likely determine that there are documents or sections that are significantly out of date. This is often the case where there is a formal SOP or RIM manual that hasn’t been updated in years. Ultimately, the playbook should describe how the play is being executed today, not what the outdated documents say. 

You may also identify plays that sound good, and that you should be doing, but which you’re actually not doing at present. Those should be removed as well. 

It may be helpful to create a running list of resources that should be reviewed and either updated or retired – after the playbook development process is complete. That is, don’t squander the buy-in and attention you got to build the playbook by getting distracted by the need for updates. Similarly, it may be helpful to create a list of plays that you think are worth adding once you start doing them (and assuming there is or will be documentation for them).  

Update 6/17/2024: I'm moving the schedule and timeline discussion to the final post in the series. 

Next up: Part 5 - determining the technical approach and the tool. 

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 RIM and IG playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that could look like. 

Why I Left the AIIM CIP Ambassador Program

TL;DR: AIIM is fantastic and I still support the CIP program - as one of many certifications in the industry. 

In early January I announced that I'd become AIIM's first CIP Ambassador. Today I'm announcing that I'm no longer a CIP Ambassador, and I thought I'd explain why. 

As a CIP Ambassador, I was eligible to get commissions from AIIM for people who signed up for the CIP exam. It was in my personal financial interests, then, to promote CIP as much as possible. I only used the referral code a couple of times, and did not get a single dollar from AIIM in commissions, but the possibility was there, and I certainly posted about exam prep resources, etc. that I didn't do for other certifications. 

That possibility caused some concern in the industry as to my impartiality. While I firmly believe that I've been fair and neutral with respect to other industry certifications and designations, insofar as I follow my approach outlined in this blog post, perception can become reality. So I decided that I would end my CIP Ambassadorship to avoid even the appearance of a conflict of interest. 

What does this mean going forward? First, I still support AIIM and the CIP program. I will continue to recommend it, and I will continue to answer any and all questions about it that I can. I will also continue to do the same for all my other credentials and credentialing bodies. And as I did in 2022, I will call AIIM out if I think they are moving away from having a proper, valid, defensible certification and program. 

Second, I am still an AIIM training partner. I currently teach the AIIM CIP Preparatory Workshop and I may add other AIIM courses in the future. I don't see this as a conflict of interest because, as I noted in another blog post last year, I love teaching and I am willing to teach *any* provider's courses, if it's in my wheelhouse and if we can figure out a way to do so that works for everyone involved. Training companies and certifying bodies, where y'all are? 

If you have questions about CIP, please feel free to reach out. If you have questions about any of my other certifications or designations, or certifications broadly, likewise, please reach out. 

How to Build a RIM Playbook Part 3 - Gather and Review Documentation

Step 3 in the process to build a RIM playbook is to gather and review any existing documentation related to a given RIM-related activity. The existence of documentation strongly suggests that the activity documented is a play that should be included. Some of this documentation might be outdated; some processes may have very little in the way of actual documentation. We'll discuss how to address both of these issues in part 4. 

This gathering and reviewing exercise is arguably the core of, and the most valuable time spent on, building a playbook. Even if your playbook is just a simple spreadsheet, with links to the most current documentation for each of your processes listed in that one file, you'd still be significantly ahead of the game. 

This also means that this exercise is worthy of some time and effort. It's not just amassing the documentation and skimming through it - you need to review each document in depth to understand how they flow and interact. Process-related documentation in particular often makes references to other documentation that can be of value in building the playbook. 

There are three main types of documentation to gather and review.

Process documentation. These documents will drive the development of the plays themselves, including the title, description, purpose, and schedule/frequency. They may also help to identify the roles involved for a particular play. And they are the actual resources that are included, and used, to execute the individual plays.

Process documentation includes: 

• Existing procedures
• Flowcharts and process maps
• Checklists and guidelines
• Troubleshooting guides
• Templates
• "Cheat sheets"
• Quick start guides
• Training materials
• Lists of frequently asked questions 

The records retention schedule can also be valuable here, as many of the RIM-related tasks will generate records which are included in the retention schedule.

If you have a formalized help desk or support function for the records program, or even just for the recordkeeping system, it may be helpful to look through the trouble tickets as some of these may relate to plays. 

Roles & responsibilities. These documents will help to identify the roles involved for a particular play. Responsibilities are more than just “who does what” – I suggest using a RACI matrix or something similar to identify the roles that are:

• Responsible – the one(s) actually performing the task. This is often the person generating the metrics listed below. More than one role may have responsibility; the responsible role may also be the accountable role in some cases.
• Accountable – the one who ensures that the task is completed to standard. This is often also the initial audience for the metrics listed below. There should only be one role that is accountable.
• Consult – generally subject matter experts who provide specific advice. This is a two-way or multidirectional communication, and can be from the Responsible, Accountable, or other Consult roles.  More than one role may be Consulted for a particular task.
• Inform – anyone who needs to be kept up to date on the status of a process, progress, roadblocks, etc. This is a one-way communication, typically from the Accountable role. More than one role may be Informed about a particular task.

Relevant documents will include things like job descriptions, organizational charts, and other program documentation that identifies areas of responsibility, including those previously listed. In other words, it's not uncommon for a procedure to identify the roles involved. Similarly, a flowchart might include swim lanes to indicate responsibility for specific tasks. 

Reports, scorecards, and dashboards. Reports include metrics, and one or more recipients or audiences, which will help to determine both the RACI and the metrics for each play.

Reports would include things like weekly/monthly status reports; regular metrics; and dashboards, scorecards, and other aggregators of qualitative and quantitative data relevant to a particular task or activity. At a minimum, anyone receiving the reports should be considered an Inform role, and may be a Consult or even an Accountable one. 

Next up: Part 4 - confirming the final lists of plays based on the information gathered to this point. 

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 RIM and IG playbooks for organizations - drop me a note at jesse.wilkins@athroconsulting.com and let's talk about what that could look like. 

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.