Our Events


  • Records Managers Coffee & Conversations - Attaching an ROI to your IM Project

    Apr 4, 11:00 - 11:45 (ET)
    Join us for a Members-Only event tailored to connect you with your peers in the AIIM+ Community, and tackle real-world issues that come up in the Information Management space.

    Join your peers in Record Management as we discuss:
    Attaching an ROI to Your IM Project 


    We will be joined by AIIM Board Member, @Robert Gerbrandt, CD, PMP, CIP , Global Head of Information Governance at Iron Mountain, for a conversation on:
    - What an ROI can look like for an IM project ( it doesn't always have to mean $$ )
    - How attaching an ROI can help gain executive buy-in 
    - How to measure these wins 

    Join us for a great conversation, and the kick-start you'll need to get those projects moving! 

    Register Today! 

    ​​


  • AIIM+ Meeting the Challenge - Step into the World of AI in the M365 Enviroment

    Apr 6, 13:00 - 13:45 (ET)
    Join us for this AIIM+ Community event, where you'll have the opportunity to connect with like-minded professionals and address real-world challenges that arise in the Information Management field.


    "Step into the World of AI in the M365 Environment"
    Thursday, April 6th at 1:00 PM (EST)


    Join Ian Story, AIIM Fellow and Director of Product Development for SharePoint Syntex at Microsoft, as he shares insights into OpenAI, Syntex, and Azure Cognitive Services.
     

    Discover how Microsoft is paving the way in the world of AI and how IM professionals can leverage these advancements to boost their productivity.


    Don't miss this opportunity to have an educational conversation and ask your questions with an industry leader in the brave new world of AI.

    It's the topic we've all been talking about & certainly an AIIM+ Event not to miss! 

  • AIIM+ Meeting the Challenge: Talk M365 With Me

    Apr 11, 11:00 - 11:45 (ET)

    Join us for this AIIM+ Community event, where you'll have the opportunity to connect with like-minded professionals and address real-world challenges that arise in the Information Management field.

    "Talk M365 Me"
    Tuesday, April 11th at 11:00 AM (EST)

    Join AIIM+ Member and Principal PM Manager, Microsoft Purview Data Lifecycle & Records Management, Roberto Yglesias, as he opens the floor to the AIIM Community to discuss M365 & Records Management. 

    Hear from Roberto about what features and products are top of mind when people think of managing information in the M365 Environment, and how you can best leverage these to advance your Information Governance projects.

    It's your chance to ask all of your Purview, compliance, and IM lifecycle questions while gaining invaluable insights into M365's world of Information Management & Data Governance. 

    Register Today!


  • AIIM True North webinar -- What are the top five determinants for a successful digital transformatio

    Apr 12, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on April 12, 2023 at 12:30 PM ET.  The presentation will discuss the key determinants of a successful digital transformation initiative. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: What are the top five determinants for a successful digital transformation?

    Description: Is your digital transformation journey burning through cash and not moving forward? Is success eluding your management team and fading fast? This session will explore the top five determinants for a successful digital transformation, gleaned from many lessons learned and industry best practices, and their impact on IM, RM and KM. The session will discuss assessing the current state, gathering requirements, monitoring change management risk, etc.

    Date: Wednesday, April 12, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will learn:

    • About the complexity of digital transformation initiatives from different angles, such as intelligent information management (IIM), business strategy alignment, and change management
    • How to assess the current state and prioritize risks of organizational change, resource availability, information governance, etc.
    • About the tactical consideration and how to develop a checklist to track issues and risks

    Speaker's Bio: Jed Cawthorne is a AIIM Fellow, CIP and ex-Toronto Chapter officer. He has 20+ years of knowledge and experience in Information & Knowledge Management, the vast majority of on the buy side in Canada. This includes consulting for the last 15 at Canadian Tire, BMO, and TD Bank, before moving to the sell side with NetDocuments and now Shinydocs. 

    You can also register here.

    #implementation 
    #digital
    #change management
    #businesstransformation 
    #business strategy
    #information mangement
    #InformationGovernance 
    #RiskManagement
    #OrganizationalChangeManagement 


  • Webinar: Digital Transformation made easy with Thin Scanning Solutions

    Apr 19, 01:00 - 02:00 (ET)

    Wednesday, April 19 at 1 pm EDT

     

    When was the last time you updated your LinkedIn or Facebook software?  Never!  So why should document scanning be any different?

     

    Join AIIM Florida Chapter for this informative, and educational, webinar on the common-sense trend of “Thin Scanning” which simply means no software installation required.

     

    • Transformational Technology:  Using modern Web and document scanning technologies, the promise if internet capture and IDP workflows can be truly realized
    • Quick Deployments: Learn how easy it is to register a scanner with a cloud-server to enable document scanning over the internet in less than 5-minutes and benefit from Rapid Digital Workflows
    • Get Involved with the Thin Scanning revolution:  Contribute your ideas, thoughts and feedback to our Thin Scanning Solutions for the benefit of everyone. We are all about community!

     

    Come see how utilizing digital transformation is easier than ever with simple scanning solutions. Never before has been making your business better than with Thin Scanning Solutions!

    Presented by Kevin Neal, TWAIN Marketing Committee Chair and CEO, P3iD Technologies

    AIIM Florida Chapter is inviting you to a scheduled Zoom meeting.

    Topic: WEBINAR:  Digital Transformation made easy with Thin Scanning Solutions

    Time: Apr 19, 2023 01:00 PM Eastern Time (US and Canada)

    Register in advance for this meeting:

    https://us02web.zoom.us/meeting/register/tZ0qfumurDovG9M-YEbiFvfUqa5hCuugiJej

    After registering, you will receive a confirmation email containing information about joining the meeting.


  • AIIM Conference 2023

    Apr 25 - 27, (CT)
    AIIM23 Conference Dates
    #AIIM23
    New Orleans, LA, United States

  • AIIM+ Meeting the Challenge M365: Endpoint DLP

    May 9, 11:00 - 11:45 (ET)
    Join us for a Members-Only event tailored to connect you with your peers in the AIIM+ Community, and tackle real-world issues that come up in the Information Management space.
     

    While we can't control what people do with printed paper, we can control how people access the information before that "print" button is pushed! 

    You’re invited to attend a discussion on how incorporating solutions with Microsoft Purview such as Endpoint DLP can help you not only ensure the security of your sensitive data, but also provide you with insights on how users are moving your sensitive information within your organization.

    We will be joined by Mike Miller, Senior Microsoft Security Architect and President of Cloudy Security, LLC, who will provide an overview of some of the top Endpoint DLP capabilities and share use cases he has helped organizations implement.

     
    Register Today


  • AIIM+ Industry Watch Review

    May 16, 11:00 - 11:45 (ET)

  • AIIM+ Town Hall

    May 18, 13:00 - 14:00 (ET)

    Save the Date for the next AIIM+ Member Town Hall!


  • AIIM True North webinar - Change management is Job One to manage implementation risks!

    May 24, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on Wednesday, May 24, 2023 at 12:30 PM ET. The presentation is a case study of how change management can help manage implementation risks of digital transformation initiative. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title:
    Change management is Job One to manage implementation risks!

    Description: This is a change management case study of how Fruit of the Loom leveraged Records and Information Management (RIM) Month to promote awareness of digital transformation throughout the organization and to help manage implementation risks.

    Date: Wednesday, May 24, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will learn:

    • Key strategies to increase awareness of digital transformation for RIM solutions
    • Key actionable steps to implement change management strategies to help manage digital transformation risks
    • Key messages and narratives, and how present them to motivate business users to view digital transformation in a positive light 

    Speaker's Bio: John has been in records and information management for his whole career. Stops include: US Army Corps of Engineers, US National Archives and Records Administration (NARA), Boeing, and the Metropolitan St. Louis Sewer District. In addition to his day job, John coaches cross country running and track and field at a St Louis, MO high school.


    You can also register here.


    #rim
    #RIM program

    #RIMGovernance
    #RIMprocesses 
    #implementation 
    #digital
    #change management
    #businesstransformation
    #information mangement
    #InformationGovernance 

    #RiskManagement
    #OrganizationalChangeManagement


  • AIIM+ Meeting the Challenge: Fostering the Next Generation of IM Professionals

    May 25, 13:00 - 13:45 (ET)


    If you weren't able to join us at the AIIM23 Conference, we introduced a new element this year of inviting local college students to attend sessions and jump-start their professional development by connecting & networking with attendees.

    This brought up some great conversations - and we thought it would be great to bring that conversation to the Community! 

    Join us Thursday, May 25th at 1:00 PM (EST) as we dive into Fostering the Next Generation of IM Professionals! 

    Register Today


  • Records Managers - Coffee & Conversations: Conference Season Recap

    Jun 6, 11:00 - 11:45 (ET)
    Join us for a Members-Only event tailored to connect you with your peers in the AIIM+ Community. 

    Join your peers in Record Management as we discuss:
    The IM Conference Season Recap!

    As the "Conference Season" comes to a close, we invite you to join us for a recap and discussion on your key takeaways from this year!

    We'll be joined by @Donda Young, CIP , @Jed Cawthorne & @Jesse Wilkins , who each attended and presented at several conferences this spring! They will kick off this exciting conversation as we look at the threads that ran through the conferences, and what this means for the future of the Industry.
    ( I have a feeling AI might have come up once or twice)

    Whether you were able to attend none, one, or all of the conferences this season - you won't want to miss out on this conversation - I hope you'll join us and share your thoughts! 


    Register Today!


  • AIIM+ AMA: Digital Ethics in 2023

    Jun 15, 13:00 - 13:45 (ET)


    Like good Information Governance, following good Digital Ethics practices is a mindset.

    Let’s discuss what that gap between implementing law and practicing good ethics looks like - opportunities where gaps or policy are left to interpretation and how to decide if specific policies pass the “smell test.”

    We invite you to join our conversation with panelists from the AIIM Community, to ask questions you may have about how Digital Ethics might be handled in your organization. 

    We'll be joined by
    @Amitabh Srivastav , @Lewis Eisen@Julie Harvey , and @Lorelei Chernyshov for this lively conversation!

    Come ready with your questions for the panelists and join in this conversation with other industry professionals!

    Register Today! 


  • Reimagine Your Accounts Payable Processes with Artificial Intelligence and Line Item Extraction

    Jun 17, 02:00 - 03:00 (ET)

    Capturing AP documents with templates can be highly involved, especially when it includes line item data extraction, often requiring additional templates to be created for each new vendor and format change.

    But now, AI-assisted capture puts this method firmly in the past.

    Join us for our Live Event, Reimagine Your Accounts Payable Processes with Artificial Intelligence, to find out how TransformAI can help you:

    • Automate invoice extraction with just a simple scan of the page
    • Eliminate configuration costs for invoice OCR templates
    • Remove the cost and effort of tuning existing templates
    • Increase capture accuracy and reduce errors, even for header, footer and line item data
    • Share data with your financial applications, saving time on manual entry

    Presenters

    Steve Young, President/CEO at Square 9

    Dan Miranda, Director of Solutions Development


  • AIIM Forum Europe

    Jun 20, 08:30 - 17:00 (BST)

    AIIM Forum Europe is excited to return on 20th June 2023, with 2023 already shaping up to be a pivotal year for the digital transformation agenda! 

    Organisations that were forced to pivot by the pandemic are now faced with some key decisions as the world starts to bounce back from a major shockwave: do they try to return to the ‘old normal’ or do they capitalise on the experiences of the past 18 months to permanently embrace more agile ways of working? 

    For most this will be an entirely rhetorical question, putting intelligent information management (IIM) firmly at the forefront of a new business paradigm. 

    If you work in an organisation that is harnessing digital tools, technologies and techniques to transform its business processes, then you really need to be at AIIM Forum Europe in London on 20th June 2023

    London, United Kingdom

  • AIIM True North webinar - How the new IG ISO Standard will aid strategic digital transformation and

    Jun 20, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on Tuesday, June 20, 2023 at 12:30 PM ET. The presentation will discuss how the ISO 24143:2022 standard can help manage digital transformation implementation risks. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: How the new IG ISO Standard will aid strategic digital transformation and manage implementation risks.

    Description: This webinar will look deeper into the new Information Governance (IG) standard ISO 24143:2022. The standard was released in May of 2022. This session provides an overview of what is IG, who it applies to, what are the benefits, and what are the critical resources to support the standard. Next, the session will review how the standard can help manage implementation risks of a digital transformation initiative. Finally, the session will review areas to improve the standard and the IG profession.

    Date: Tuesday, June 20, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will:

    • Get an overview of the new IG standard
    • Understand the benefits and gaps in the IG standard
    • Learn how the IG standard will help digital transformation efforts and reduce implementation risks 

    Speaker's Bio: Andrew Ysasi (EE-SA-SEE), MS, CRM/CIGO, IGP, FIP, CIPM, CISM, PMP, has 25 years of experience in executive leadership and information governance. As Vice President of Advocacy for VRC, Andrew mentors, educates, and volunteers with the IG community on behalf of VRC. In addition to VRC, he serves as the Chairman of the ICRM in 2023, is an instructor at San Jose State University's MARA program, is the President of IG GURU®, and a resume expert with Admovio®, where his work is published on CIO.com.  In the past, Andrew contributed to ARMA's IGBOK and Wiley's Information Governance, Second Edition. Andrew has a Master of Science in Administration from Central Michigan University, a Bachelor of Science in Information Technology, certificates in Data Analytics from the Wharton School at the University of Pennsylvania, and Data Privacy Strategy from Cornell. You can contact Andrew at https://www.linkedin.com/in/andrewysasi/ or https://twitter.com/andrewysasi.

     

     

    You can also register here.

     

    #RIMprogram
    #RIMGovernance

    #implementationplanning 
    #implementationrisks  
    #digital
    #changemanagement
    #businesstransformation
    #informationmanagement 
    #InformationGovernance 
    #RiskManagement


  • Part 1: Microsoft 365 Best Practices for Information Governance and Records Management

    Jun 21, 11:00 - 15:00 (ET)

    It’s time to embark on an epic journey into the world of Microsoft 365! But wait, before you dive in, you need to register for Part 1 of our mind-blowing three-part virtual event series. Trust us, you don’t want to miss out on this adventure!

    Get ready to unlock the secrets of Microsoft 365 like never before! From the powerful productivity tools to the game-changing collaboration features, we’ve got you covered.


    M365 Best Practices for
    Information Governance & Records Management: Part 1
    June 21, 2023 from 11:00 AM-3:00 PM ET


    Why should you join us, you ask? Here’s just a taste of what awaits you in Part 1:

    Unleash your inner productivity guru: Learn how to harness the full potential of Microsoft 365's arsenal of productivity tools.

    Collaborate like never before: Discover the magic of Microsoft Teams and how it can revolutionize the way your team communicates, collaborates, and conquers challenges together.

    Master the art of data organization: Dive deep into the world of SharePoint and OneDrive and become a pro at managing and sharing files securely.


    But hey, that’s just the tip of the iceberg! There’s so much more in store for you in this exhilarating series. So, what are you waiting for?
    Get ready to level up your Microsoft 365 skills like never before!

    P.S. Don’t forget to invite your friends and colleagues who are eager to embark on this thrilling journey. The more, the merrier!


  • AIIM Fellows Happy Hour - Invitation Only

    Jun 22, 16:00 - 17:00 (ET)

    Join us for a Networking Happy Hour for

    AIIM Fellows! 

    It's been quite a while since we've all had a chance to catch up!

    Join us for a casual networking "happy hour" where you can meet the newest Company of Fellows inductees, share what you've been working on, collaborate with others, and hear what's new and coming up at AIIM! 

    We hope to make these Company of Fellows events more regular, so we'll also be looking for your input on what you'd like to see in these types of events moving forward! 

    Hope to See you Then! 


  • Reimagine Your Accounts Payable Processes with Artificial Intelligence

    Jun 27, 02:00 - 03:00 (ET)

    Capturing AP documents with templates can be highly involved, especially when it includes line item data extraction, often requiring additional templates to be created for each new vendor and format change.

    But now, AI-assisted capture puts this method firmly in the past.

    Join us for our Live Event, Reimagine Your Accounts Payable Processes with Artificial Intelligence, to find out how TransformAI can help you:

    • Automate invoice extraction with just a simple scan of the page
    • Eliminate configuration costs for invoice OCR templates
    • Remove the cost and effort of tuning existing templates
    • Increase capture accuracy and reduce errors, even for header, footer and line item data
    • Share data with your financial applications, saving time on manual entry

    Presenters

    Steve Young, President/CEO at Square 9

    Dan Miranda, Director of Solutions Development


    #AccountsPayableAutomation
    #ArtificialIntelligence

  • WIIM - A Conversation on DEI

    Jun 27, 13:00 - 13:45 (ET)

    We welcome the entire AIIM Community as WIIM ( Women In Information Management ) hosts a Conversation on DEI. 

    We'll be joined by WIIM Members, @Candace McCabe , @Sarah Lambert-Sheffield@Amanda Pugh @Donda Young, CIP and others as we host a conversation on the importance of Diversity, Equity, and Inclusion in the Information Management world ( and here at AIIM ). 

    We invite you to take yourself off of mute and join the conversation! 


  • Meeting the Challenge - M365 - Purview Insider Risk Management

    Jul 11, 11:00 - 11:45 (ET)


    Save the date for this exciting conversation where we'll be joined by

    Tro Missaelian for a look into the capabilities of Perview's Insider Risk Management


    Save the Date! 


  • How to Rock Email Retention in Exchange Online and Microsoft 365

    Jul 11, 11:00 - 12:00 (ET)

    Email remains a huge record keeping problem for organizations in all industries. And contrary to popular usage, Outlook is not an effective or compliant storage repository! 

    Join us for an informative 40-minute webinar to learn how to save time managing and retaining email while increasing your organization’s compliance (oh, and become an email retention rock start in the process😊). We’ll show you how to: 

    • Properly manage retention and disposition of emails 
    • Deal with employees’ email after they leave your company 
    • Move emails and attachments to SharePoint, so important business information can be searched and shared 
    • Automate the application of metadata and labels to emails to align with the compliance objectives of your organization 

    We’ll also give you a quick demo of Colligo Email Manager for Microsoft 365 and discuss when and if Microsoft Purview is a good fit for your organization. 


  • Does AI Belong in RM Policies?

    Jul 13, 12:15 - 13:00 (ET)
    Facilitating our conversation this month will be Steve Weissman, The Info Gov Guy. Steve will be leading the discussion on:
    • What is the role of AI in policy creation 
    • AI’s role in Policy, Retention and Destruction 
    • What will AI’s impact be on your career 
    What types of AI have you been dabbling in? What about your other departments? Join us to get some perspective and guidance on what to plan for and expect.

  • 3 Ways to Streamline Your Accounts Receivable Customer Onboarding

    Jul 25, 02:00 - 03:00 (ET)

    Time-consuming processes, error-prone data entry, and a lack of visibility into customer payments are all common accounts receivable challenges that automation can solve!

    Join us for our Live Event, "3 Ways to Streamline Your Accounts Receivable Customer Onboarding," to find out how AR Automation can help you:

    • Onboard Customers with intuitive, guided web forms for new account applications, credit applications, personal guarantees of payment, and W-9s.
    • Quote Orders with form-based quote generation and automated sign-off and submission routing.
    • Process Orders by capturing key data from the orders through both scanned documents and web forms.
    • Reference Key Documents with ease and convenience using cloud-based Enterprise Content Management

    Reserve your spot to find out how streamlining accounts payable can help your organization!

    Presenters

    Steve Young, President/CEO at Square 9

    Dan Miranda, Director of Solutions Development


  • AIIM True North webinar Aug 16 - CANCELLED TODAY. WILL BE RE-SCHEDULE.

    Aug 16, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on Wednesday, August 16, 2023 at 12:30 PM ET. The presentation will discuss the critical role of IG in System / Software Development Lifecycle (SDLC) process. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: Missing “Bytes”: The Critical Role of Information Governance in the SDLC Process.

    Description: Does your organization have a Software/System Development Lifecycle (SDLC) process? Is your Information Governance (IG) team an active participant in that process? If you answered “no” to either of these questions, you are missing a fundamental piece of your organization’s IG program, not to mention missing stores of information that your IG team should be actively addressing. To effectively manage information throughout its lifecycle, you need to understand and make informed decisions about the systems and applications that touch or through which information will pass throughout its life. In this session, we will introduce the fundamentals of the SDLC process, discuss why organizations should have one, and identify specific steps in the process where IG input is critical to the SDLC process.

    Date: Wednesday, August 16, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will:

    • Learn the origin, history, and components of the SDLC process
    • Understand the IG implications of the SDLC process and the important role IG / RIM professionals can play
    • Learn how to map the SDLC to the day-to-day operations of an IG program

    Speaker #1's Bio: Ann K. Snyder, founder and Principal at IG Standard, LLC, is an Information Governance (IG) thought leader, researcher, writer, and speaker. Her experience includes data remediation; data mining / analytics; e-discovery; IG process building / improvements; IG technologies; IG program maturity assessment / gap analysis; long-term digital preservation; and IG program training. She is also an experienced litigator whose practice has included catastrophic personal injury cases, contract disputes, First Amendment / free speech advocacy, as well as large scale, complex litigation in the areas of antitrust, intellectual property, and products liability litigation.

    Speaker #2's Bio: Susie Okuhara is a Senior Manager of Business Analysis at a major biopharma company in Cambridge, MA. Over the last three decades, Susie has traversed through multiple industries transforming business teams in CPG manufacturing, education, regulatory and research laboratories, family ministries and clinical sciences. Through business area analysis, strategy planning, project management, listening and coaching, Susie enjoys exploring and enabling possibilities with all her customers.

    Speaker #3's Bio: Eugene (Gene) Stakhov, CRM, CIP is the Information Governance Practice Lead at enChoice, Inc., with a technical background in software development.  During his consulting-focused career, Gene has provided clients with expert guidance on matters ranging from enterprise taxonomy development to technical system implementation solutions in the Banking/Finance, Insurance, Healthcare and Utilities sectors. His work includes implementing a highly visible, complex email and electronic records management initiative to address the regulatory compliance challenges of a large utilities company.  This solution won the IBM Innovation in Technology AwardGene has been an ARMA member since 2005 and a perennial leader of the Metropolitan New York City-Long Island Chapter, ultimately shepherding it through the end of the tumultuous 2020 season at the helm as President. Along the way, he’s been recognized for his contributions on numerous occasions, including being honored with the Chapter Leader of the Year (2019-2020), Honored Member of the Year (2020-2021), and ARMA International’s Member of the Year (2019-2020) awards. He currently serves as a Chapter Success Advisor on ARMA International’s Chapter Advisory Committee.

     

    You can also register here.



    #sdlc
    #systemsdevelopment
    #softwaredevelopment
    #implementationplanning 
    #implementationrisks  
    #sdlc
    #informationmanagement 
    #InformationGovernance 
    #RiskManagement
    #RIMprogram
    #RIMGovernance


  • Records Managers Coffee and Conversation: Understanding NARA’s Recent Regulation – Digitizing Perman

    Sep 5, 11:00 - 12:00 (ET)

    Understanding NARA’s Recent Regulation – Digitizing Permanent Federal Records

    NARA's new guidance on Digitizing Permanent Federal Records covers the standards and procedures agencies must apply when digitizing permanent paper or mixed-media records using reflective digitization techniques. What does this regulation mean for Federal records managers? How can these guidelines be helpful to non-US-Federal records managers?

    Join the team from NARA – Darin Cote, Policy and Program Support Team; John Martinez, ACPS; and Lisa Haralampus, Director of RM Policy Outreach – as we discuss the importance of 36 CFR 1236, Subpart E for all records management professionals.

    AIIM Member Meet-Ups are 45-minute sessions for the AIIM community to collaborate on the ideas, skills and solutions we and our teams need to move forward in the world of Information Management. What to bring: current work challenges and a collaborative problem-solving mindset with AIIM peers!


  • Special Member MeetUp - Interested in learning more about the AIIM Board of Directors application pr

    Sep 7, 12:00 - 13:00 (ET)

    Interested in learning more about the AIIM Board of Directors application process

    Join AIIM’s President and CEO Tori Miller Liu, and AIIM’s Board of Directors Vice Chair Karen Hobert for an Ask Me Anything about the process that the Board will undertake for selection of new members at large.

    We’ll discuss the application the process, the information needed as part of the nomination requirements, and expectations of successful applicants during their tenure on the board of directors.

    This is a great opportunity to ask any questions if you are considering an application this year, or even want to understand what is involved for the future as you consider next steps in your career.

    We look forward sharing details about this volunteer opportunity with our AIIM Members.


  • Meeting the Challenge: M365 - The Intersection of Data Literacy and AI in M365

    Sep 12, 11:00 - 12:00 (ET)

    Meeting the Challenge: M365 - The Intersection of Data Literacy and AI in M365

    Meeting the Challenge: M365 - The Intersection of Data Literacy and AI in M365

    How do data literacy and artificial intelligence intersect? Join Jordan Morrow as he shares insights on data management while taking advantage of the upcoming M365 Copilot.

    AIIM Member Meet-Ups are 45-minute sessions for the AIIM community to collaborate on the ideas, skills and solutions we and our teams need to move forward in the world of Information Management. What to bring: current work challenges and a collaborative problem-solving mindset with AIIM peers!


  • Generative IA tools: The good, the bad, and the ugly!

    Sep 12, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on Tuesday, September 12, 2023 at 12:30 PM ET. The presentation will discuss the benefits and the dark side, such as deep fakes, of using generative IA tools like ChatGPT, Midjourney, etc. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: Generative IA tools: The good, the bad, and the ugly!

    Description: Many organizations are experimenting with ChatGPT, Midjourney, and other generative AI tools to turbocharge their digital transformation efforts. These tools offer incredible capabilities to quickly develop content, including text, audio, video, and even software code. But there’s a dark side to these tools as well.   In this session, we’ll briefly introduce and demonstrate ChatGPT and some other generative AI tools. We’ll look at some of the more popular use cases that can really bring value to the organization. We’ll also review some of the challenges these tools present for the organization. Finally, we’ll discuss some practices to use these tools safely and effectively in support of real business outcomes.

    Date: Tuesday, September 12, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will:

    • Learn what generative AI is and how it works
    • Identify specific use cases for implementation where generative AI can support digital transformation initiatives
    • Understand the challenges generative AI presents to organizations Identify effective approaches to governing generative AI tools during and after implementation

    Speaker Bio: Jesse Wilkins, CIPP/US, CIPM, CRM/CIGO, IGP, edp, ICE-CCP, has worked in the information management industry for more than 25 years as an end user, vendor, consultant, and trainer. His areas of expertise include information governance, records management, enterprise content management, social media governance, and training and certification development and delivery. He has worked with a variety of clients including energy firms, utilities, retailers, and U.S. and international Federal and local government agencies. Jesse is an internationally sought-after speaker and author on information management topics and has presented more than 400 keynotes and educational sessions at AIIM, ARMA, ARMA Canada, MER, and other industry conferences and events. He has also delivered more than 200 workshops on information management to companies and government agencies around the world. He is recognized for his ability to explain and clarify complex information management topics. Jesse has earned numerous certifications and designations in a variety of information management disciplines. He has received the ARMA Britt Literary Award and the AIIM Education Award. In 2020 he was enrolled in the AIIM Company of Fellows as Fellow #223. In 2022 he was inducted into InfoGov.Net's Information Governance Hall of Honor. You can contact Jesse at jesse.wilkins@athroconsulting.com, www.linkedin.com/in/jessewilkins, and @jessewilkins.

     

    You can also register here.



    #AI
    #chatgpt
    #DigitalTransformation
    #implementationplanning#implementationrisks  
    #informationmanagement 
    #InformationGovernance 
    #RiskManagement

    #RIMGovernance
    #RIMGovernance
    #businessROI


  • Reimagine the Business Central Experience: TransformAI and Dynamics 365 GlobalAutomation

    Sep 19, 14:00 - 15:00 (ET)

    Leverage Square 9’s world class document capture and complete document automation platform with two way data flow with Dynamics 365!


  • Part 2: Microsoft 365 Best Practices for Information Protection and Privacy

    Sep 20, 11:00 - 15:00 (ET)

    It’s time to embark on an epic journey into the world of Microsoft 365! But wait, before you dive in, you need to register for Part 2 of our mind-blowing three-part virtual event series. Trust us, you don’t want to miss out on this adventure!

    Get ready to unlock the secrets of Microsoft 365 like never before! From the powerful productivity tools to the game-changing collaboration features, we’ve got you covered.

    Microsoft 365 Best Practices for Information Protection and Privacy 

    : Part 2
    September 20, 2023 from 11:00 AM-3:00 PM ET

    SAVE THE DATE


  • Papyrus Open House America 2023 - Strategy and User Conference

    Oct 1 - 3, (CT)

    Ladies and Gentleman,

    We are delighted to invite you to our popular ISIS Papyrus Open House!

    In 2023 the world is facing more unexpected challenges such as persistent inflation, skyrocketing energy costs, conflicts and uncertainty, rather than long-awaited post pandemic growth. What decisions should you make to thrive in an uncertain economic climate? Whatever your objectives are - protecting and growing your business, accelerating your digital journey or reinventing engagement with customers - exploring technology opportunities to outpace disruption and keep your company thrive, are key. A proactive, growth-oriented approach will help you spot the opportunities to successfully respond to change.

    Enjoy this special gathering of top-notch experts and celebrate with us the 35th anniversary of our company. Meet your peers and discover how leaders like you are staying ahead of change! Our presentations and demonstrations will provide essential executive-level knowledge sharing. This is the opportunity to discuss how to leverage no code/low code development to rapidly deliver services, how to master migrations or how to leverage Blockchain to significantly reduce costs. You can explore and experience the workforce productivity and business design tools that are critical to preventing IT overload and increasing readiness and flexibility of your enterprise teams, especially in today's talent-scarce environment.

    We look very much forward to welcome you at the Papyrus Open House USA 2023 conference!

    Southlake, TX, United States

  • AIIM & AIIM Florida Chapter - Solutions Showcase & Strategy Summit

    Oct 3 - 4, (ET)

    Connecting Southeastern Information Management Professionals for Innovation and Growth!

    Introducing the Association for Intelligent Information Management (AIIM) and the AIIM Florida Chapter's first-ever AIIM Solutions Showcase & Strategy Summit on October 3-4, 2023, in Tampa, Florida.

     Join us for this inaugural event and enjoy a day filled with valuable technical sessions, a delectable lunch, and unparalleled networking opportunities with leading professionals in our industry. This is an event you simply can't afford to miss!

    Our event brings together professionals within the industry, creating a vibrant platform for networking and collaboration. You'll have the chance to connect with like-minded individuals, exchange insights, and stay at the forefront of industry trends and advancements. It's an incredible opportunity to establish valuable relationships and showcase your expertise in your local market.

     

    WHAT YOU'LL GET

    At the Solutions Showcase & Strategy Summit you’ll:

    • Form meaningful connections with other information management leaders from the Southeast region and beyond.
    • Access to AIIM’s leadership and Board of Directors.
    • Contribute to AIIM’s strategic approach and help shape the future of AIIM and the industry.
    • Celebrate vibrant, local information management industry in the Southeast and a chance to support local businesses.
    • Connect with the top regional provicers in digital process, capture, intelligent document processing, information security, governance, AI, cybersecurity, cloud peers from the region and beyond

     

    WHO SHOULD ATTEND

    This is an event for information management leaders. You will find value by attending if you…

    • use, develop, deploy, provide, or consult for information management?
    • seek to do hands-on evaluation of multiple end-to-end solutions that could help your organization’s information management challenges?
    • wish to collaboratively ideate and identify a new course for AIIM International alongside AIIM Leadership?

    Through solutions sessions, demonstrations, and networking, attendees in a multitude of markets will come away from this event with new insights for their business.

    Gain access to AIIM Leaders, software/hardware vendors and your peers in an environment of learning and idea exchange by joining us!

     

    WHY LOCAL

    The AIIM Solutions Showcase and Strategy Summit provide attendees with exposure to global technology at a local level. It's the perfect occasion to educate and engage with local professionals who may not be able to attend AIIM's international events. By participating, you'll play a crucial role in advancing the information management community in the southeastern region.

     

    ATTENDEES YOU WILL NETWORK WITH

    Information Management Professionals, IT and Technology Professionals, Business Leaders and Executives, Data Scientists and Analysts, Business Intelligence Practitioners, Compliance and Governance Professionals, Content and Knowledge Management Professionals, Information Technology Students and Researchers, Solution Providers and Vendors

     

    Tampa, FL, United States

  • AIIM True North webinar - What to Do When They Won’t Listen to You?

    Oct 18, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on Wednesday, October 18, 2023 at 12:30 PM ET. The presentation will discuss how to overcome resistance and motivate people to change. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: What to Do When They Won’t Listen to You?

    Description: You’re constantly reminding, nudging, and nagging employees to do the things that you need them to do or stop doing things you need them to stop. You’re exhausted from the questions you’ve explained in your email. Imagine a world where employees want to hear everything you have to say. How can you change the pattern and get them to want to read what you’ve written? In this fast-paced session, we’ll cover the things you can do to make them want to listen to you. You don’t need to do every technique every time. Just a few subtle shifts can increase your response rate, save time, and improve everyone’s attitude. In this session, you’ll get a chance to practice your new skills through interactive writing exercises.

    Date: Wednesday, October 18, 2023
    Time: 12:30 PM to 1:30 PM ET

    Learning Objectives: By attending this session, you will:

    • Identify reasons why employees don’t read communications
    • Evaluate gaps in communications channels and expectations
    • Develop specific writing skills to improve communication

    Speaker Bio: Robert Bogue, 20-year Microsoft MVP and 28-time author, has led change projects for three decades and changes the way people work as he changed the technology. He leverages his strength in technology and human systems to create change that is sustainable and transformative for organizations of all sizes and shapes. You can contact Robert at rob.bogue@thorprojects.com, https://www.linkedin.com/in/robertlbogue/, and https://twitter.com/RobBogue

    You can also register here.

    #CIP
    #change management
    #CompanyCulture
    #communications
    #DigitalTransformation
    #OrganizationalCulture
    #EmployeeEngagement
    #employeesatisfaction

    #OrganizationalCulture


  • Record Managers C&C: How to Translate Information Governance into Plain English

    Oct 24, 11:00 - 12:00 (ET)

    How to Translate Information Governance into Plain English

    Have you ever experienced inheriting a 40-page retention policy drafted by legal? Explaining a litigation hold to your executives? Training new employees on your sleek IG guidelines? How'd that go? Struggle to translate IG into plain English?

    Join Susan Gleason ( Manager, Information Governance, Withersworldwide) as she shares wisdom and tips to help organizations succeed in understanding technical practices and policies. Bring your success – and fail – stories to help us learn ways to thrive.

    AIIM Member Meet-Ups are 45-minute sessions for the AIIM community to collaborate on the ideas, skills and solutions we and our teams need to move forward in the world of Information Management. What to bring: current work challenges and a collaborative problem-solving mindset with AIIM peers!


  • Elevating Efficiency: The Role of AI in Accounts Payable Automation

    Oct 24, 14:00 - 15:00 (ET)

    Capturing invoices with templates can be challenging as each new vendor or format change can result in additional professional service charges. But by taking advantage of AI-assisted capture, you can ditch templates entirely, eliminating the costs of creation and tuning!


  • AIIM Florida Solutions Showcase Webinar

    Nov 2, 13:00 - 14:30 (ET)

    Did you miss the AIIM International/AIIM Florida Chapter Solutions Showcase and Strategy Summit in Tampa? You can still benefit from this event by attending the upcoming AIIM Florida Chapter Solutions Showcase Webinar November 2, at 1 PM ET!

    A great group of Information Management professionals and vendors gathered recently for an amazing event at the Centre Club in Tampa. Much was covered around all things AI and Generative AI, Process Automation, ChatGPT and Intelligent Information, Cloud, Storage and Data, and how it will directly affect information management providers and users.

    This event and upcoming webinar are all about groups of experts coming together for engagement on all things AI and other technologies that are making the work process easier, intelligent information and documents even smarter, and how the future of work and informational data will change in the next 5 to 10 years.

    Although we cannot recreate the experience of attending in person, we’d like to give those that were unable to attend last week an opportunity to hear about the solutions and ideas presented at the event.

    Attend this 90 minute webinar to hear important presentations from:

    • AIIM International – Tori Liu, President
    • P3iD Technologies
    • Shinydocs
    • KnowledgeLake
    • TCG Process
    • Verve Corporation
    • MyQ
    • IDEM Global

    These companies will discuss the future of information management, AI and processing for intelligent data, cloud capture use cases, controlling your file shares and more! Join us!


  • Record Managers C&C - Documentation Super ‘Secrets’ for Records Managers, Experts – and the Rest of

    Nov 7, 11:00 - 12:00 (ET)

    As champions of information in our organizations, Records Managers and Information Managers are (or should be) evangelists of documentation best practices. But, unfortunately – let’s face it – the way that documentation has been traditionally taught is not the most engaging, exciting, or (gasp!) fun.

    In this session, let documentation expert (and self-processed documentation “nerd”), Adrienne Bellehumeur, give you a new perception, energy, and enthusiasm for the unsung, untapped, and unsexy (but not for much longer!) practice of effective documentation. Adrienne will share her proven techniques, sticky frameworks, and other super “secrets” for better documentation to help you, your team, and your organization. These concepts are based on her latest book The 24-Hour Rule and Other Secrets for Smarter Organizations (Benbella/PenguinRandomHouse March 2023) which you can think of as the first “mass market” book on documentation best practices.

    AIIM Member Meet-Ups are 45-minute sessions for the AIIM community to collaborate on the ideas, skills and solutions we and our teams need to move forward in the world of Information Management. What to bring: current work challenges and a collaborative problem-solving mindset with AIIM peers!


  • Meeting the Challenge: Microsoft 365 – What Do You Want to Know about Purview Records Management? AM

    Nov 14, 11:00 - 12:00 (ET)

    Microsoft Purview is a comprehensive portfolio of products spanning data governance, information protection, risk management, and compliance solutions. In this session, we will focus on the retention and deletion capabilities of Microsoft Purview.

    Whether you are thinking about using Purview Records Management or in the middle of a deployment, please bring all your questions to the session.

    Join Erica Toelle, Microsoft's Sr. Product Marketing Manager for Microsoft Purview Data Lifecycle and Records Management, in this AMA where she'll answer all your questions, and offer guidance and direction as you implement Purview Records Management.


  • Taking The Paper Out of Work: An Introduction to All Things Square 9

    Nov 15, 14:00 - 15:00 (ET)

    From vendor invoices to HR documentation, contracts, and more, join us as we show you an introduction to all things Square 9 and dive into the challenges of a paper-based workplace, the benefits of going digital, and the processes and solutions that will help you make the most of this transition.


  • AIIM Wisconsin - Milwaukee Bar Association Law & Technology Conference

    Nov 17, 08:30 - 16:00 (CT)

    Registration is now open for this year's Law & Technology Conference on November 17th!

    Arificial intelligence is all the buzz these days.  Attend this conference to learn how to us AI in your practice and learn how your clients are using it.  Explore the ethical considerations and ramifications that come with this new technology.  See if you can "beat the bot."  Learn More about the Milwaukee tech scene and its impact and ties to the practice of law.

    Earn 7 CLE credits, including 1 ethics credit! 

    Milwaukee, WI, United States

  • AIIM Wisconsin - Milwaukee Bar Association Law & Technology Conference

    Nov 17, 08:30 - 16:00 (CT)

    Registration is now open for this year's Law & Technology Conference on November 17th! 

    Artificial intelligence is all the buzz these days.  Attend this conference and learn how to use AI in your practice and learn how your clients are using it.  Explore the ethical considerations and ramifications that come with this new technology. See if you can "beat the bot."  Learn more about the Milwaukee tech scene and its impact and ties to the practice of law. 

    Earn 7 CLE credits, including 1 ethics credit!

    Milwaukee, WI, United States

  • Future-Ready Clinical Trials: Embracing Pre-Trained AI for CDISC-Compliant Documentation

    Nov 29, 11:00 - 11:45 (ET)
    LIVE EXPERT SESSION

    The number of clinical trials has been growing at an exponential rate over the last 2 decades. There were 10 times more trials in 2023 compared to 15 years ago. In parallel, GMP, CDISC, FDA and other organizations are continually evolving the GDP requirements to ensure trail efficacy and outcomes. 

    For Sponsors and Contract Research Organizations (CROs), there's a surge in documentation that is unmanageable using traditional methods. Relying solely on manual human efforts to intake, format, classify, extract, and validate this data against the TMF standard has become impractical. These challenges compromise operational efficiency and can lead to significant business costs, including prolonged delays and potential FDA rejections.

    Join our panel of industry experts as they delve deep into:

    • The persistent industry challenges in clinical trial documentation and the reasons behind their perpetuation
    • The costly implications of manual documentation workflows, misclassified clinical data, and TMF non-compliance with CDISC
    • The importance of data completeness and auditability, and how AI-based solutions can ensure conformity to highest GMP, CDISC and FDA standards
    • The necessity of interoperability and seamless data workflows between DMS, CTMS, eTMF and RIM systems
    • The power of automation through a pre-trained AI model and how it can significantly expand trial management capabilities without increasing the team

    Join us to equip your organization with the tools and knowledge to navigate documentation challenges more effectively and stay ahead in the competitive world of clinical trials.

    ____________________________________________________________________________

    Drawing on its training from thousands of clinical trial documents, this AI combines machine precision with human-like intelligence to categorize and extract vital data elements.

    We've put in thousands and thousands of pages to help the system get to a base understanding of the eTMF folder structure and the types of documents, but there are going be some unique differences potentially in your environment. As we keep adding thousands of pages, the system becomes that much more intelligent. As we get the human in the loop and they start correcting some of the low confidence values, the system is benefiting from that human interaction and learning over time. - Anthony Vigliotti, CPO, Adlib Software.

    ____________________________________________________________________________

    Speakers

    Roger Chan | VP & Head of Clinical Data Management | Apollomics

    Roger's extensive career spans over two decades in the pharmaceutical realm, including pivotal roles at FibroGen, Amgen, Allergan, Novartis, and Pfizer. His vast experience covers a range of therapeutic areas and global markets, showcasing his adaptability and expertise. Roger's journey has been marked by his dedication to revolutionizing data management practices, ensuring operational excellence and driving innovation in clinical trials. His leadership at major pharmaceutical companies has been instrumental in setting new standards for efficiency and efficacy in clinical research. Roger is set to share his invaluable insights, proven strategies, and a wealth of knowledge at our upcoming webinar, guiding attendees through the complexities of clinical data management and showcasing paths to success.

    Keith Parent | President | Court Square Group

    Court Square has managed over 5,000 servers for global Life Science clients, including CTMS systems, Global Submission systems, eCTD systems, FDA Gateways, Adverse Event Reporting systems, as well as numerous Clinical Trial systems with 100,000+ users. With over 35 years of technology and leadership experience in the Life Science industry, Keith has a clear understanding of regulatory challenges and the Good System Practices (GSPs) required to maintain a Qualified state for the company’s clients. Keith has been a consultant to Pfizer for over 27 years and has held other leadership positions in the Life Science Industry.

    Anthony Vigliotti | Chief Product Officer | Adlib Software

    Anthony has 20+ years of experience in Business Workflow and Intelligent Document Processing segment with prior roles at Kofax, Nuance, Notable Solutions (NSi), and Xerox. Anthony brings a well-rounded set of experiences with solution-related roles in Product Management, Alliance and Partner Management, and Product Development. He holds a bachelor’s degree in Mechanical Engineering and a Master’s Degree in Information Technology, both from the Rochester Institute of Technology. In his spare time, he enjoys the outdoors with a good bike ride or hike, learning to play guitar, or wrenching on cars in the garage.  


  • AIIM Annual Business Meeting (Open to Current Members Only)

    Nov 30, 09:00 - 09:45 (ET)
    The Annual Business Meeting of the Association for Intelligent Information Management (AIIM) will be held at 9:00 am Eastern Time on Thursday, November 30, 2023. The meeting will be held via Zoom conference call. As an active member of AIIM, you are invited to join us for the annual meeting. Register here. (Please register with the email associated with your AIIM Membership).
    During the meeting, AIIM Chairman Ron Cameron (or his designee) will conduct elections for Directors at-large of the AIIM Board of Directors and present a report to the membership including an audited Financial Report. Other Association business that may come before the meeting will also be addressed.This year, 4 candidates have been recommended to serve for a three-year term beginning January 1, 2024 and running through December 31, 2026.

    • Shawn Acheampong, CEO, Tumii Transformations
    • Nina Carter, President, The Information Professionals
    • John Daly, CIP, Senior Records Manager, Fruit of the Loom, Inc.
    • Candace McCabe, CIP, CIPM, AIIM Fellow, Sr. Solution Architect - Governance, Risk, and Compliance, Walmart
    AIIM sent all AIIM+ and AIIM+ Pro a ballot and proxy approval. You may assign your proxy vote if you cannot participate in the Annual Business Meeting. To ensure a quorum and legal meeting, please execute and return the Official Ballot and Proxy by November 19, 2023, 11:59 p.m. ET. Please contact Tori at tliu@aiim.org if you did not receive your ballot.

  • Record Managers Coffee & Conversation: How Does Information Governance Make Work Better?

    Dec 5, 11:00 - 12:00 (ET)

    How Does Information Governance Make Work Better?

    Are you looking to justify what you do? How do you talk about what you do for the business? How do you make any work task/process easier with the help of Information Governance?

    These are some of the questions we ponder most often. And we always seem to be looking for a different lens to examine and explain how – and why – we do what we do.

    Join long-time governance consultant Chris Walker as he shares his top tips for answering these questions and more. It starts with, “Information is an asset”; ends with, “Make someone responsible for it” – and everything in between will be up for discussion in this meetup.


  • Part 3: Microsoft 365 Best Practices for Information Governance and Records Management

    Dec 6, 11:00 - 15:00 (ET)

    It’s time to embark on an epic journey into the world of Microsoft 365! But wait, before you dive in, you need to register for Part 3 of our mind-blowing three-part virtual event series. Trust us, you don’t want to miss out on this adventure!

    Get ready to unlock the secrets of Microsoft 365 like never before! From the powerful productivity tools to the game-changing collaboration features, we’ve got you covered.


    M365 Best Practices for
    Information Governance & Records Management: Part 3
    December 6, 2023 from 11:00 AM-3:00 PM ET

    SAVE THE DATE


  • The Roadmap to Seamless AP Automation: Tools, Tips, and Trends for 2024

    Dec 12, 14:00 - 15:00 (ET)

    There are a myriad of benefits to automating accounts payable, including keeping better track of invoices, purchase orders, and other documents, capitalizing on early payment discounts, and eliminating repetitive data entry. Join us for this impactful webinar as we dive into all things accounts payable automation


  • AIIM+ Community Open House

    Jan 8, 12:00 - 13:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • Record Manager Coffee & Conversations: Good Documentation for 2024

    Jan 9, 11:00 - 11:45 (ET)

    Let's kick off the new year with a bang! Join us for an insightful round table discussion with @Adrienne Bellehumeur as we dive into the world of great documentation practices.

    What to Expect:

    Starting the year on the right foot means sharpening your documentation game. Good documentation isn't just about getting organized, it’s about the “habits” that help you and your team work smarter, faster, and better. Join us as we explore the tools, techniques, and tricks for turbocharging your documentation practices.

    All of us “do” documentation from policies, to records management, to reports, to to-dos, to files, to spreadsheets. Documentation is a fundamental underpinning practice in our work world. But do we and our organizations really “get” it? Experience tells us, no. We often have little understanding of how we can apply the everyday skills and disciplines of documentation to make us and our teams more effective.

    Key Highlights:

    The Importance of Solid Documentation: For You and Your Team

    Strategies for Standardization: Making Documentation a Team Sport

    Empowering Your Crew: Enhancing Skills and Practices

    Let's ensure that 2024 is the year your documentation practices truly shine. Get ready for a session packed with practical insights and actionable strategies.

    Don't miss this chance to set the tone for a year of organized, efficient, and empowered teamwork!


  • CIP 2023 Town Hall

    Jan 11, 13:00 - 14:00 (ET)

    Join us for an exclusive CIP Town Hall—an illuminating session created for Certified Information Professionals (CIPs), those currently on the certification journey, and aspiring candidates. 

    During this Town Hall, we'll have AIIM's CEO & President, Tori Miller Liu, and AIIM's VP of Education, Theresa Resek, joining us as they as they give an overview of the new CIP 2023 Exam.

    We invite you to join us to learn more about the program, provide us with your feedback, and ask any questions you might have about the certification proccess! 


  • AIIM+ Community Open House

    Jan 11, 14:00 - 15:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • AIIM+ Insights: Emerging Technologies - What is "Ethical and Responsible" Use of AI?

    Jan 16, 11:00 - 11:45 (ET)

    Launching our inaugural meetup series focused on Artificial Intelligence & Emerging Technologies, we're diving into the imperative dialogue surrounding the ethical and responsible utilization of AI in organizational settings.

    Unveiling the true essence of "ethical and responsible AI use," we'll explore its application within your company or agency. Engage with us and your peers as we dissect and deliberate upon the fundamental principles unanimously acknowledged across various sources.

    Who holds the responsibility of oversight? What methods can be employed for regulation?

    And, ultimately, why does this hold paramount significance?

    Have you started navigating these complexities or implemented ethical AI practices? 

    Join us to exchange insights into your current practices and gather fresh perspectives for an even more conscientious tomorrow!


  • Introducing Preserve365®: Transform how you Archive. Govern. Access. long-term records in Microsoft

    Jan 16, 11:00 - 12:00 (ET)

    Are you ready to transform how you Archive. Govern. Access. Preserve. long-term and archival records in Microsoft 365?

    I am pleased to introduce Preserve365®, our brand-new solution that seamlessly embeds Preservica's Active Digital Preservation™ right into your Microsoft SharePoint experience. Use your existing tools to maximize your investment in Microsoft and ensure your long-term records can be read and trusted over decades.

    Now in your Microsoft 365 environment you can:
    • Archive: Securely archive files, folders, lists and libraries in just a few clicks
    • Govern: Automate governance using your existing Microsoft retention labels
    • Access: Easily find and view the archived records you need
    • Preserve: Ensure records are always readable and protected for life
    Transform how you Archive. Govern. Access. Preserve. long-term archival records within Microsoft 365. Get started today:

    Join our webinar on January 16th at 11am EST / 4pm GMT to learn how organizations are transforming how they use Microsoft 365 with Active Digital Preservation to protect and manage long-term records - including speakers from IDC, Infotechtion and Preservica customers.



    Check out our Preserve365 webpage to learn more and request a Free Trial to see how Preserve365 will transform your experience.

    Sincerely,

    Mike Quinn
    CEO, Preservica



    Preservica, Inc.
    50 Milk Street, 16th Floor, Boston, MA 02109, USA

    Preservica Ltd
    32 The Quadrant, Abingdon Science Park, Abingdon, Oxfordshire, OX14 3YS, UK


  • AIIM+ Community Open House

    Jan 18, 14:00 - 15:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • AIIM+ Members-Only Town Hall: AIIM's Leadership Outlook 2024

    Jan 23, 13:00 - 14:00 (ET)

    Join us for a member's only Town Hall for the AIIM Leadership Outlook for 2024. 

    We'll be joined by AIIM President & CEO, Tori Miller Liu, as we discuss the strategy and plans for the association as we ring in the New Year! 

    We welcome all AIIM+ and AIIM+ Pro members to join us to hear what's on the horizon for the association, provide your feedback and ask the AIIM Leadership team your questions! 

    Register today and join us! 


  • AIIM+ Community Open House

    Jan 25, 14:00 - 15:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • AIIM+ Community Open House

    Jan 29, 12:00 - 13:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • Understanding 8180: A Closer Look at DOD's Vision of ERM

    Jan 30, 11:00 - 11:45 (ET)

    In August 2023, the Department of Defense (DOD) rolled out the INFORMATION TECHNOLOGY PLANNING FOR ELECTRONIC RECORDS MANAGEMENT manual (8180), setting a new benchmark in handling electronic records. Join us for an exclusive conversation with @Mark Patrick and his expert team as we delve into the depths of 8180.

     

    What's on the Agenda:

     

    Get ready for a look into the DOD's approach to policy, responsibilities, and procedures revolving around electronic records management (ERM) in the realm of DoD information technology. We'll unpack how these guidelines impact the acquisition, configuration, implementation, and maintenance of IT systems and services.

    This conversation isn't just for insiders; it's an opportunity for the AIIM Community and those keen on ERM practice & policy to gain invaluable insights into the Federal Government's latest guidelines.

     

    Key Highlights:

    Understanding 8180: A Closer Look at DOD's Vision

    Policy & Responsibilities: Navigating the Landscape of ERM

    Best Practices & Implementation: Insights into DOD's Approach

     

    This session is a must-attend for professionals in the government sector and anyone eager to learn about cutting-edge practices shaping electronic records management.

    Join us to unravel the strategies and practices behind the DOD's new guidelines and discover how they're shaping the future of electronic records management.


  • Is your data ready for AI?

    Jan 30, 11:00 - 17:00 (ET)

    Strong and secure data management is critical to the success of AI in your company. But less than 10% of companies have mature data and AI capabilities, according to a recent report. 

    Learn how to get your company data AI-ready so you can harness the power of this exciting new technology – while mitigating the risks. Join us for a 30-minute webinar where we’ll discuss: 

    • What to do to ensure your data can be used by AI applications, like Microsoft CoPilot, in the future, 
    • How to ensure you can use AI to your advantage to derive business insights and value with proper data labelling, classification, searchability and access 
    • How to both protect your data from being used in harmful ways by AI and ML, and how to prevent unauthorized access of sensitive data 
    • How Colligo’s built-in Intelligence can propel you forward in your AI-readiness journey and make filing emails to SharePoint easier and quicker than ever 
    • The importance of getting the most from your reliable and secure content repository, (and why SharePoint is your best option) 

  • Solution Provider Town Hall

    Jan 31, 10:00 - 11:00 (ET)

    Join us for our Solution Provider Town Hall, curated for our esteemed innovators and forward-thinkers in our Solution Provider Membership Community. This is your chance to connect intimately with the AIIM leadership team.

    It's a platform where your voices matter, your questions are welcomed, and your feedback is invaluable.

    What to Expect:

    • Insights from Leadership: Gain insights into the vision and new Strategic Plan shaping AIIM's path in 2024. Learn firsthand about the initiatives and directions we're taking.
    • Interactive Q&A: Engage directly with our leadership team. Ask burning questions, share your perspectives, and get direct answers.
    • Feedback Matters: Your feedback drives our growth. Share your thoughts, suggestions, and ideas to help shape the future of our community.

    This event is exclusively for our Solution Provider Members (Leadership Council and Preferred Provider Members). Don't miss this opportunity to be at the forefront of what's ahead for AIIM.

    In our best attempt to provide an opportunity for any Solution Partner member to join us, we've created two separate Town Halls to best fit your schedule. If this date doesn't fit your schedule, please consider our February 1st event


  • Solution Provider Town Hall

    Feb 1, 15:00 - 16:00 (ET)

    Join us for our Solution Provider Town Hall, curated for our esteemed innovators and forward-thinkers in our Solution Provider Membership Community. This is your chance to connect intimately with the AIIM leadership team.

    It's a platform where your voices matter, your questions are welcomed, and your feedback is invaluable.

    What to Expect:

    • Insights from Leadership: Gain insights into the vision and new Strategic Plan shaping AIIM's path in 2024. Learn firsthand about the initiatives and directions we're taking.
    • Interactive Q&A: Engage directly with our leadership team. Ask burning questions, share your perspectives, and get direct answers.
    • Feedback Matters: Your feedback drives our growth. Share your thoughts, suggestions, and ideas to help shape the future of our community.

    This event is exclusively for our Solution Provider Members (Leadership Council and Preferred Provider Members). Don't miss this opportunity to be at the forefront of what's ahead for AIIM.

    In our best attempt to provide an opportunity for any Solution Partner member to join us, we've created two separate Town Halls to best fit your schedule. If this date doesn't fit your schedule, please consider our January 31st event


  • Record Managers Coffee & Conversation: Developing an Information Coordinator Program

    Feb 6, 11:00 - 11:45 (ET)

    Join us for this week's Record Managers Coffee & Conversation as we delve into the intricacies of developing an Information/Records Coordinator Program.


    Many of us recognize the importance of such a program but find it challenging to initiate and maintain it successfully. We'll be joined by AIIM Member and Fellow, @Donda Young, CIP, for a conversation on what's needed to not only start, but sustain a program like this. 

    During this session, you'll have the opportunity to share your valuable insights on the development and sustainability of Information/Records Coordinator Programs. Whether you're experienced in this area or just starting out, this event is the perfect platform to exchange ideas, strategies, and best practices.

    Grab a cup of coffee, bring your enthusiasm, and let's engage in a collaborative discussion that aims to provide practical tips and solutions for establishing and nurturing effective Information/Records Coordinator Programs. Don't miss out on this chance to connect with like-minded individuals and gain valuable perspectives to drive your program forward. See you there!

    Register Today!


  • AIIM+ Community Open House

    Feb 12, 12:00 - 13:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • Cadence Solutions presents: Microsoft 365 Basics for Records Management

    Feb 13 - 15, (ET)

    This course provides a comprehensive understanding of Microsoft 365 for Records Management and hands-on experience using Microsoft SharePoint Online and Microsoft Purview compliance portal. This course gives participants the ability to configure their own SharePoint sites, create and manage retention schedules, facilitate disposition approvals, define sensitive information types, and implement data loss prevention measures all within a controlled training environment. By completing this course, participants will have a solid foundation in Microsoft 365 for Records Management, acquiring essential skills and practical experience necessary for effectively managing records and information within their organizations.

    Have a question? contact training@cadencesolutions.ca

    CIP: 12 CEUs

    Duration:  3 Half Days

    Delivery:  Virtual

    Dates: ​February 2024, March 2024

    Learning Unit 1

    Microsoft 365 Basics for Records Management 

    • Introduction to Microsoft 365 
    • SharePoint Online Fundamentals for Records Management 
    • Folders vs Document Sets 
    • Content Types, Term Store & Metadata 
    • Permissions 
    • Teams Fundamentals for Records Management 
    • Collaboration and Connection between SharePoint Online and Teams 
    • M365 Data Governance and Information Architecture 

    Learning Unit 2

    Records Management Fundamentals 

    • M365 Purview Compliance Portal Overview 
    • Licensing Requirements 
    • Records Management Solution Overview 
    • Retention Labels and Label Policies 
    • File Plan and Bulk Upload 
    • Static vs Adaptive Scopes  
    • Roles and Role Groups  

    Learning Unit 3

    Records Management Advanced

    • Event-based Retention 
    • Keyword Query Language (KQL) 
    • Auto-apply Label Policies 
    • Disposition of Records 
    • Retention Precedence 
    • M365 Records Management Best Practices & Limitations 


  • M365: Meeting the Challenge - Proving Microsoft Purview through a Proof of Concept

    Feb 13, 13:00 - 13:45 (ET)

    In the ever-evolving landscape of information governance within Microsoft 365, organizations are at the crossroads, considering the adoption of Purview to govern their content. However, skepticism looms large. Concerns about losing the familiarity of their current records management (RM) systems have led to the inception of Purview RM Proof of Concept (PoC) initiatives.

    Join us for an interactive and insightful virtual session led by AIIM Fellow and Award of Merit recipient, Mike Alsup, SVP of Sales and Ops at Infotechtion. This round-table discussion-style event aims to guide organizations through the crucial steps of conducting a successful Purview RM PoC.

    Key Objectives of the Session:

    • Proving Purview RM's Fit: Understand how to validate if Microsoft Purview RM aligns with your organization's RM processes in a secure environment.
    • Confirming Requirements: Discover methodologies to confirm specific requirements while testing alternative processes within Purview.

    ·         Addressing Crucial Questions:

    During this session, we'll delve into a comprehensive array of queries that typically arise during a PoC:

    1.      Is Purview ready for prime time?

    2.      How to create a manageable disposition lifecycle in Purview?

    3.      How to enable the manageable application of retention labels to content?

    4.      What about your Retention Schedule?

    5.      What about your Audit Log requirements?

    6.      What about your Dashboard and Reporting requirements?

    7.      How to build an Information Architecture and Information Lifecycle Definitions

    8.      How to build taxonomies in Content Type Gallery & Term Store that connect to retention policies and labels to enable automatic labelling?

    9.      How important is Site Provisioning with compliance built into sites?

    10.  Where to Host the PoC?

    11.  Where to get help?

    Unveiling the PoC Strategy:

    Ultimately, this session aims to demystify the essentials for a successful PoC. Learn what to include, how to maximize value, and extract meaningful insights from your PoC initiative.

    Join us in unraveling the potential of Microsoft Purview RM and strategize your PoC initiatives for an empowered information governance journey.


  • Company of Fellows Networking Event

    Feb 15, 13:00 - 14:00 (ET)

    Get set for an exclusive virtual networking event just for our Company of Fellows! This invitation-only event is curated to bring our exceptional Fellows together for connection, camaraderie, and celebration.

    Consider this your VIP pass to reunite with familiar faces, forge fresh connections within our esteemed group, and get a sneak peek at what's coming up at the AIIM24 conference. This isn't just about networking; it's about raising a virtual toast to each other's wins and milestones.

    Let's swap stories, engage in discussions that spark inspiration and collaboration, and create a space where victories are cheered and new ideas thrive.

    Come, be a part of this exclusive gathering where the Company of Fellows unites for a virtual networking bash!


  • Unlocking Efficiency: BPMN in Practice

    Feb 20, 11:00 - 11:45 (ET)

    Join us for an engaging virtual round table discussion focused on Business Process Model and Notation (BPMN), with @Mike Prentice. We’ll dive into the fundamentals and practical applications of BPMN, bridging the gap between technical and non-technical comprehension.

    We’ll discuss:

    Introduction to BPMN: Understanding the
    Uses
    Utilizing BPMN for Project
    Implementations
    Integration into IM Practice: Applying BPMN Methodology Effectively
    With Plenty of Time for Q&A and Insights

    BPMN
    (Business Process Modeling Notation) is a standard in documenting business processes. Learn how to harness its power as a key asset in your strategic toolkit.

    This event welcomes both seasoned practitioners and novices eager to leverage BPMN's potential for organizational growth. Don't miss this discussion
    to gain practical, actionable insights, and get your questions answered!

    Reserve your spot now to explore the capabilities of BPMN and empower your business processes for success.


  • BIPOC Information Professionals Network Launch

    Feb 22, 13:00 - 13:45 (ET)

    AIIM’s 1st BIPOC Information Professionals Network Event!

     Join us for an Empowering Conversation!

    Calling all BIPOC Information Management Professionals! We are thrilled to invite you to our inaugural virtual event, where we aim to bring together individuals from diverse backgrounds within the Information Management field.

    Why Attend?

    This event serves as a unique opportunity to connect, share experiences, and collectively explore the creation of a BIPOC Network within our community. Your perspectives and insights are invaluable, and we want to hear from you!

    Why a BIPOC Panel?

    We believe in the power of community and recognize the unique challenges faced by BIPOC professionals in Information Management. This gathering aims to foster inclusivity, support, and collaboration within our industry.

    Who Should Attend?

    BIPOC professionals working in Information Management, Data Science, Records Management, and related fields.

    Let Your Voice Be Heard!

    This is a chance to shape the future of our community. We look forward to your participation and to collectively building a more inclusive and supportive space for BIPOC Information Management Professionals.

    We can't wait to see you there!


  • AIIM+ Community Open House

    Feb 26, 12:00 - 13:00 (ET)

    Hey there!

    Every Monday and Thursday, we've got our Virtual Office Hours just for you – our amazing members! It's your VIP pass to chat directly with the AIIM Staff.

    Think of these sessions as your hour-long Open House. Swing by whenever suits you best. Got a membership question? Need some tech troubleshooting? Or simply want to shoot the breeze with us? Drop on in!

    Your voice matters. Whether you've got ideas, feedback, or just want to drop in and say hi, we're all ears. Seriously, your input shapes what we do and how we do it. You're the VIP here.

    Our mission? To make your membership experience top-notch. So, come join in, share your thoughts!


  • Webinar: Introducing Rossum Aurora, the future of Intelligent Document Processing

    Feb 27, 09:00 - 10:00 (ET)

    Join us as we unveil Rossum Aurora, the next-generation AI for improved document understanding and end-to-end automation. #RossumAurora

    Designed from the ground up to revolutionize data extraction accuracy and document processing efficiency, Rossum Aurora is built on top of a proprietary Transactional-Large Language Model (T-LLM) whose main purpose is to learn faster and reach higher accuracy rates.

    Hear from Tomas Gogar (CEO, Rossum), Petr Baudis (CTO, Rossum) as they demonstrate how Rossum Aurora works and experience the transformative impact of our next-generation AI firsthand.

     

    🗓️ February 27, 2024

    🕒 15h00 CET | 14h00 GMT | 9h00 ET

     

    The webinar will focus on the following points:

    • What exactly is Rossum Aurora, and how does its magic work?
    • Achieving mind-blowing human-level accuracy at warp speed
    • Rossum’s specialized T-LLM, and how it outshines industry benchmarks
    • All of the benefits of the latest AI technologies, without any of the common risks such as hallucinations

    And that’s not all! Marco Favaretti, Financial Controller at Adyen, the global financial technology platform, will join our speakers to share his insights on how Rossum Aurora has helped his team streamline its document processing workflows and achieve remarkable results on the accuracy front.

    #RossumAurora

  • Records Managers: Coffee & Conversation - Planning for RIMM Month

    Mar 5, 11:00 - 11:45 (ET)

    Join us next week for an exclusive members-only event as we gear up for International Record & Information Management Month ( RIMM ) in April!  This is your chance to connect with like-minded professionals and gain valuable insights.

    We're thrilled to have Pieter Lokker and Debra Mestemaker from Shell join us to discuss how they celebrate their annual IM Week and implement Information and Records Management best practices at Shell. From innovative tactics to practical tips, you'll gain a wealth of knowledge to apply in your own organization.

    But it's not just about learning; it's about sharing too! Come prepared to share your own experiences and ideas. Together, we can collaborate, inspire, and find the best way to celebrate RIMM Month this year!

    Don't miss this opportunity to kickstart your RIMM Month celebrations and take your Records Management game to the next level. Let's make this year's RIMM Month the best one yet!


  • Cadence Solutions presents: Microsoft 365 Basics for Records Management

    Mar 11 - 13, (ET)

    This course provides a comprehensive understanding of Microsoft 365 for Records Management and hands-on experience using Microsoft SharePoint Online and Microsoft Purview compliance portal. This course gives participants the ability to configure their own SharePoint sites, create and manage retention schedules, facilitate disposition approvals, define sensitive information types, and implement data loss prevention measures all within a controlled training environment. By completing this course, participants will have a solid foundation in Microsoft 365 for Records Management, acquiring essential skills and practical experience necessary for effectively managing records and information within their organizations.

    Have a question? contact training@cadencesolutions.ca

    CIP: 12 CEUs

    Duration:  3 Half Days

    Delivery:  Virtual

    Dates: ​February 2024, March 2024

    Learning Unit 1

    Microsoft 365 Basics for Records Management 

    • Introduction to Microsoft 365 
    • SharePoint Online Fundamentals for Records Management 
    • Folders vs Document Sets 
    • Content Types, Term Store & Metadata 
    • Permissions 
    • Teams Fundamentals for Records Management 
    • Collaboration and Connection between SharePoint Online and Teams 
    • M365 Data Governance and Information Architecture 

    Learning Unit 2

    Records Management Fundamentals 

    • M365 Purview Compliance Portal Overview 
    • Licensing Requirements 
    • Records Management Solution Overview 
    • Retention Labels and Label Policies 
    • File Plan and Bulk Upload 
    • Static vs Adaptive Scopes  
    • Roles and Role Groups  

    Learning Unit 3

    Records Management Advanced

    • Event-based Retention 
    • Keyword Query Language (KQL) 
    • Auto-apply Label Policies 
    • Disposition of Records 
    • Retention Precedence 
    • M365 Records Management Best Practices & Limitations 


  • AIIM24 Pre-Conference Jam Session!

    Mar 12, 11:00 - 11:45 (ET)

    Join us for a Pre-Conference Jam Session!

    Whether you're already registered for AIIM24 or still on the fence, this event is a must-attend!

    Our AIIM Staff will provide key "know-before-you-go" information, and you'll hear from a diverse group of AIIM members sharing their experiences and insider tips to make your conference experience exceptional.

     Don't miss your chance to join the pre-pre-conference party, ask burning questions, and share what you're most excited about. It's your backstage pass to connect with old friends and new acquaintances before you even touchdown in San Antonio!

    Join us for a lively 45-minute chat that will set the stage for an exciting AIIM24!


  • Cadence Solutions presents: Data Loss Prevention (DLP) and Information Protection Training

    Mar 18 - 20, (ET)

    This course is designed to provide you with a deep dive into Data Loss Prevention (DLP) and Information Protection, aligning perfectly with your transition into Microsoft 365 Purview. Throughout this comprehensive training program, participants follow along real-world scenarios for organizations transitioning to M365 in a variety of industries. Activities will follow the Purview Data Governance lifecycle, starting from “Knowing your Data” with Purview Data Classification, to “Protecting Your Data” with Information Protection (Sensitivity Labels) to finally, “Preventing Data Loss” with Purview Data Loss Prevention (DLP), thus equipping participants the knowledge to implement or improve your organizations Data Governance Program.

    Have a question? Contact training@cadencesolutions.ca or check out our FAQ's.​

    CIP:  12 CEUs

    Duration:  3 Half Days

    Delivery:  Virtual

    Dates: ​March 2024

    Learning Unit 1

    Data Classification in Microsoft Purview

    • What is Data Classification & why is it important? 
    • What are Purview Classifiers? 
    • Licenses Required for Data Classification 
    • How to locate your sensitive data 
    • How to Automatically detect your sensitive data 
    • Out of the Box Sensitive Info Types (SITs) 
    • How to fine tune existing SITs 
    • How to create customize SITs 
    • Find and react to all your data using: 
      • Content Explorer 
      • Activity Explorer 

    Learning Unit 2

    Sensitivity Labels & Information Protection

    • What are Sensitivity Labels & why they are important for Data Governance? 
    • Licensing options for Sensitivity labels 
    • How sensitivity labels protect your data through 
      • Encryption settings 
      • Access Control settings 
      • Content Marking options 
    • Learn how to create Sensitivity Labels 
    • Learn the difference between label application methods 
    • How to automatically protect your sensitive data with Auto Labelling Policies 
    • Learn what roles you need to protect your sensitive data 

    Learning Unit 3

     

    Data Loss Prevention Basics

    • What is Data Loss Prevention & Why it is important? 
    • Learn industry leading use cases for DLP & Types of data threats. 
    • Licensing Options for DLP 
    • How DLP Policies protect you and your data 
    • Learn the DLP deployment Lifecycle 
    • Create Advanced DLP Policies 
    • Learn how to react to data loss through DLP Alerts 
    • Learn about Endpoint for DLP and how Purview can be extended beyond M365 
    • What roles you need to prevent Data Loss 


  • AIIM+ Emerging Technologies: Fail Fast - Where to Start with AI

    Mar 19, 11:00 - 11:45 (ET)

    Join us for a conversation with AIIM Member and Board of Directors member, Jason Cassidy, CEO of Shinydocs, as we delve into the crucial topic of Where to Start with AI.

    As the landscape of emerging technologies continues to evolve, the prospect of integrating AI into your current practices can be overwhelming. In this interactive session, we'll not only explore strategies for embarking on your AI journey but also encourage you to share your own successes and failures with the group. By learning quickly from missteps and successes, without investing excessive resources, we can all benefit from each other's experiences by "Failing Fast". 

    Let's discuss practical approaches to ensure your AI implementation is successful and how to effectively demonstrate ROI to your executive team. This is a unique opportunity to not only gain valuable insights and practical advice, but also to hear from your peers about their experiences in navigating the complexities of AI integration.

    Register now and be an integral part of this enriching conversation!


  • BIPOC Network Meeting

    Mar 21, 13:00 - 13:45 (ET)

    You are cordially invited to the upcoming meeting of the AIIM BIPOC Network. Join us for an engaging discussion as we continue to define the goals and direction of our network. Your thoughts, suggestions, and insights are crucial in shaping the future of our community.

     

    This meeting will be a collaborative effort, and we encourage you to come prepared with ideas and suggestions for our agenda. Together, we will explore ways to enhance our network, support each other, and create a more inclusive environment within AIIM.

     

    Don't miss this opportunity to be part of a meaningful conversation and help shape the future of the AIIM BIPOC Network. Reserve your spot today and join us in building a stronger, more inclusive community.


  • Cadence Solutions presents: Microsoft Purview eDiscovery Training

    Mar 25 - 26, (ET)

    In the event of a legal case, how prepared will your organization be?

    In this training course focused on Microsoft Purview Audit, Content Search and eDiscovery our experienced trainers underscore the significance of legal hold issues, security audits, and sensitive data protection, particularly in the context of potential litigation. This course will give participants the ability to effectively react to forensic audits, litigation, and record requests, as they will participate in hands on eDiscovery scenarios. With our course, you will be well-prepared to harness the full potential of Microsoft Purview eDiscovery while mitigating legal challenges effectively.

    Have a question? Contact training@cadencesolutions.ca or check out our FAQ's.​

    CIP:  8 CEUs

    Duration:  2 Half Days

    Delivery:  Virtual

    Dates: ​March 2024

    Learning Unit 1

    Report on Data with Audit & Content Search 

    • Introduction to Purview Audit 
    • Learn the importance of rich defensible auditing  
    • Learn how to generate audit reports and how to interpret them. 
    • Gain knowledge on all auditable activities in M365 
    • Learn how to use Purview Content Search to find, report, and extract information across your M365 landscape 
    • Review best practices on how audit investigations can be done at your organization 

     

    Learning Unit 2

    Investigate, Protect and Preserve Data with Purview eDiscovery. 

    • Defining eDiscovery: Understand its importance, lifecycle and key concepts 
    • Purview’s Role in eDiscovery: Tools introduction, features, edge over competitors and licensing requirements 
    • Learn the differences between Audit vs Content Search vs eDiscovery (Standard) vs eDiscovery (Premium) and when to use them.  
    • Learn how to search for M365 content. 
    • Learn how to apply Data holds and preserve content 
    • Learn how to best use advanced eDiscovery review tools such as indexing, tagging, analytics, OCR, and annotations.  
    • Learn how to package, send, and present your cases with third party legal teams.