Meeting/Event Information

Virtual Spring Seminar - RIM/IG: Getting it Right One Step at a Time

April 13, 2021 11:30 AM MDT to April 15, 2021 2:00 PM MDT
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Zoom Meeting



Save the date for the Spring Seminar from April 13 - 15, 2021.  If you are able to attend all 3 days that would be great!!!





 Bennet B. Borden, Esq

 Bennett B. Borden, Esq – Chief Data Scientist and Chair Information Privacy, Security and Governance Group – Drinker Biddle & Reath, LLP --- Bennett is a partner at Drinker Biddle & Reath and its Chief Data Scientist.  He is also Chair of the firm’s Information Privacy, Security and Governance Group and CEO of the firm’s technology services subsidiary, Tritura.  Bennett is a globally recognized authority on the legal, technology and policy implications of information. Bennett’s ground-breaking research into the use of machine-based learning and unstructured data for organizational insight is now being put to work in data-driven early warning systems for clients to detect and prevent corporate fraud and other misconduct.  Bennett received his Master of Science in Data Analytics at New York University and his JD from Georgetown University.


Andrew Yassi

Andrew Ysasi, MS, FIP, FIIM, CIPM, CIPP, CISM, PMP, CRM, IGP, CIP - Vice President, Advocacy of Vital Records Control and President of IG Guru® --- Andrew is tasked with mentoring, educating, volunteering, and advocating for all matters related to information governance (IG).  Andrew is the President of IG GURU®, an IG news organization and a resume expert with Admovio® where his work is published on   Andrew is a frequent guest on the Inside the Records Room podcast, a contributor to ARMA's IGBOK, a contributor to Wiley's Information Governance 2nd Edition, a former Regent for the ICRM, a former board member for i-SIGMA, and a former adjunct professor at Davenport University.  Andrew has a bachelor’s degree in information technology and holds a Master of Science in Administration from Central Michigan University.

Dave Foley

Dave Foley, SHK Director, Records and Information Management, ONEOK --- Dave has a wide-range of skills and experiences with records and information management programs in the energy industry.  He has been an information governance professional for over 14 years with responsibilities ranging from managing and auditing a RIM program to building one from the ground up.  Just 9 years ago, he was hand-selected to create a strategy and build ONEOK’s RIM program.  His story begins with IG strategy and methodology and continues with lessons learned while keeping keen focus on the people aspects of the work. Before beginning his RIM and IG career, Mr. Foley complied more than 25 years of IT experience spanning the financial services and transportation industries.  A frequent speaker for numerous regional ARMA chapters, Dave also co-chairs the Energy IG Roundtable.


Robert Smallwood

Robert F. Smallwood, MBA, CIGO, CIP, IGP – CEO of IG World Magazine; Institute for IG and Chair, Certified IG Officers Association --- Robert is a thought leader in Information Governance, having published seven books on IG topics, including the world’s first IG textbook, which is being used in many graduate university programs, as well to guide corporate IG programs. Smallwood also developed comprehensive IG training courses and has assisted hundreds of professionals to attain their IGP certification. In addition to teaching IG courses, he consults with Fortune 500 companies, hospitals and governments to assist them in launching IG programs. Mr. Smallwood has published more than 100 articles and given more than 50 conference presentations. In addition to his nonfiction biz/tech books, he has published a novel, a theatrical play, and the first published personal account of Hurricane Katrina.

Charles Weidman

 Charles Weidman, CDIA – President, Founder and Chief Technology Officer of Buddha Logic --- Chief solutions architect and technical officer specializing in the design, development, implementation and delivery of distributed client/server and n-tier Enterprise Content Capture, Content Management, Records Retention, Business Process Automation (BPA), Robotic Process Automation (RPA), Cognitive Transformation and Smart Process Applications/Solutions.  If you’re looking to improve your results, you’ve got to start by assessing your processes. Increasingly, the companies that thrive are ones that make business process management a priority. Charlie is considered an authority on multiples of process improvements and will share how RPA’s can transform and improve an overall information governance (IG) effort in your organization – be it public sector, privately held…any highly regulated industry.





Keynote/Session 1:  Big Data Winners and Losers, The Ethics of Algorithms


Analytic models are playing an increasing role in the development, delivery and availability of goods and services. Who gets access to what goods or services and at what price are increasingly influenced by algorithms. This may not matter when we’re talking about a $0.25 coupon for a candy bar, but what about public goods and services like education, healthcare, and energy distribution? What about predicting who will get a job or how we will police our society, or even who wins our elections? In this session, we will explore the socioeconomic impact of algorithms, the legal and ethical issues of big data, and how to work ethics into our analytics projects.


Session 2:  Business Process Automation to Support Information Governance


Information governance and regulatory compliance are pressing challenges for every organization. No matter what market you are in or how large your enterprise is, data privacy and information governance is a C-suite concern. Public sector agencies, commercial enterprises and nonprofits all face similar expectations and obstacles when it comes to being compliant in an ever-changing information governance landscape. Maintaining a comprehensive information governance program is important because organizations must be able to preserve and present information when relevant for litigation and audits. Non-compliance or an inability to produce the requested materials in a timely manner puts a burden on the legal department and could result in hefty fines, legal sanctions and costly discovery fees.  Learn what steps to take to automate and improve your information governance and compliance efforts.


Session 3:  Habit 7 of a Successful Information Program:  Measure and Improve


Measuring the success of any records management (RIM) can be difficult if RIM strategies are not aligned with the business, and if no baseline metrics have been established.  This presentation will help you better understand what key performance indicators are necessary for program success.  You will learn how to define concrete metrics that translate to overall business objectives.  See before and after results from a recent benchmarking effort illustrating how to link IG / RIM goals to company goals - necessary to elevate the Program in the C-Suite and support budget requirements and staff requests.  Never before has there been opportunities AND obligations to elevate RIM / IG programs to demonstrate compliance to the growing list of information-related statutes.


Session 4:  Data Remediation Success Strategies: Tales from the Trenches


Data remediation, classifying and organizing valuable information while disposing of ROT, is one of the most important and common projects companies undertake.  It is also fraught with difficulty as you wrangle the often-competing interests of information stakeholders.  It is also fraught with risk, as disposing of data that should be preserved or that is important to the company can have disastrous effects.  In this session we will discuss approaches to designing and implementing a successful data remediation project, anticipating and avoiding common roadblocks, capturing success metrics, and generally staying out of trouble. 


Session 5:  Information Governance Certifications: Comparing Options to Grow Your Career


Take the proper steps and ask the appropriate questions when selecting your next certification.  The decision goes beyond just choosing between a myriad of certificates. Know that not all are alike, so proper vetting is essential.  If you’re planning to get certified, there are steps to take to ensure your decision aligns with your interests and career path. Understanding the value of certifications before you make a selection is vital.  The merits of certification can be separated into two categories: value to individuals and value to organizations.  This session is designed to help you better understand IG Certifications and how their value translates both to individuals as well as the organizations they serve.


Endnote/Session 6:  The Great Compromise of Privacy


Privacy is a term we have heard more and more due to GDPR, CCPA, and HIPAA. It is likely a myriad of new privacy regulations will take center stage in the 2020’s. However, we as a society have quietly accepted the luxury of Amazon Alexa, relying on LinkedIn to help build our professional contacts, finding long lost friends pushed to us by Facebook, showing off what we ate or wore on Instagram, and avoiding traffic jams with Google Maps and Waze. If we are so concerned about our privacy, why do we give it up so easily? Why do we shake our heads from news of another breach of data, but we mindlessly click on the user agreements to get the latest app?  Andrew will discuss how we can enjoy technological advances that use our private information, and why we should continue to fight hard to protect it.



$50.00 Member Ticket - All Three (3) Days Virtual Spring Seminar ($10.00 Discount)

$60.00 Guest Ticket - All Three (3) Days Virtual Spring Seminar