Our Events

AIIM Northwest Chapter Events


  • Records Managers: Coffee & Conversations - Records Management vs Information Governance

    Jun 7, 11:00 - 11:45 (ET)
    Join us for a Member-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 dive into
    Records Management vs Information Governance.
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    Does your organization make a distinction between these two disciplines?

    How would you describe your role?
    Does Information Governance up the ante for executive support?

     
    Join us on Tuesday, June 7th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • Virtual Onboarding - " The New Norm "

    Jun 9, 13:00 - 13:45 (ET)

    Now that we're in the thick of the "Great Resignation" there is a lot to consider!
    People have been and are looking for new work opportunities now more than ever! 

    Are you and your company ready for the new task of virtual onboarding? 


    Join us for this round-table discussion surrounding the "new normal" of virtual onboarding.

    Join WIIM chairs, @Lorelei Chernyshov & @Jill Stelter, as they talk about their recent experiences recently transitioning to a new role at a new organization virtually & their experience with onboarding team members.

    In this round table discussion, we want to hear from you too! What have your experiences been - the good, the bad, the amazing - we're ready to hear it! 

    Register Today for this interactive WIIM session! 
    ​​​

  • Papyrus Software Open House 2022 - June 12th -14th, 2022 in Vienna, Austria

    Jun 12 - 14, (AT)

    Ladies and Gentleman,

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

    Continuous change is shaping our world of information technology. This change comes from both the advancements in technology but equally from a shift in the business environment. Organizations are facing tremendous pressure to improve business performance and drive cost efficiency while encountering challenges such as high cost of compliance, an explosion in security and privacy requirements, a shift to mobile technology, back office inefficiencies and outdated legacy systems. Other changes in workforce deployment, location and skills, as well as economic and regulatory dynamics, have made planning for information technology a massive challenge.

    As you can see, you don’t want to miss the Papyrus Open House Global 2022 conference. Our keynotes and Management Circle Seminar provide essential executive-level knowledge sharing. The Solution Demo Center will feature a variety of business value stream solutions showing a platform with Designer tools that’s changing what business can do. That means many solutions to choose from supported by business design tools preventing IT overload expanding to cross functional teams. The hands-on labs allow technical experts to review functionality in detail. Enjoy a gathering of top-notch experts and visionary minds!

    Check out the AGENDA for more information!   WATCH OUR WELCOME VIDEO!

    Join engaging discussions and presentations on essential digital business transformation topics

    Event starts Sunday, June 12, with a Welcome Gala Reception at 6pm.
    Event will end Tuesday, June 14 at 5pm. Business casual attire.

    June 12-14, 2022

    Papyrus Software Global Headquarters - Austria
    Center of Excellence
    Conference languages: English | German
    Reserve your spot now!

    Vienna, Austria

  • Meeting the Challenge- M365: Remaining Functionality Gaps

    Jun 14, 11:00 - 11:45 (ET)
    Join us for a Member-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 AIIM+ peers as we dive into Functionality Gaps.
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:


    How many of you consider M365 to be your primary Content Management tool?

    What CM functionality is still lacking? How do you fill the gaps?

     
    Join us on Tuesday, June 14th  from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

    Guest Subject Matter Expert;

    James Eccles

    James Eccles,
    Senior Customer Experience Program Manager 

    #M365

  • AIIM Member Meet & Greet

    Jun 15, 01:00 - 01:30 (ET)
    Join Membership Manager, Boshia Smith,
    for our AIIM Member Meet & Greet.
     
    It's a chance to meet fellow AIIM+ and AIIM+ Pro Members, get to know Boshia, and ask questions about your membership. It's a great opportunity for both new and "Seasoned" members to check in with us and get up to date on all the features your AIIM Membership offers. 

    This event will take place from 1:00 - 1:30 PM (EST) 


  • AIIM True North webinar - Leveraging AI to Improve IG - And Vice Versa

    Jun 15, 11:30 - 12:30 (ET)
    AIIM True North would like to invite you to a webinar on June 15, 2022 at 11:30 AM ET.  The presentation will discuss the benefits and risks of using artificial intelligence for information governance. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.


    Title: Leveraging AI to Improve IG - And Vice Versa

    Description: Artificial Intelligence (AI) offers the promise of significantly improving how work gets done by augmenting and enhancing our ability to make good decisions. Information governance processes are no exception - from file share cleanups to privacy compliance, there's a strong case for leveraging AI. But what happens when AI goes wrong? In this presentation, we'll take a look at some of the potential ways AI can support records and information management processes. Next, we'll take a look at some specific ways in which AI, instead of being helpful, can actually increase the risks and liabilities of the organization. We'll wrap up with some specific recommendations for how to use IG practices to improve how AI works.

    Date: Wednesday, June 15, 2022
    Time: 11:30 AM to 12:30 PM ET


    Learning Objectives: 
    By attending this session, you will:

    • Identify RIM processes that can benefit from machine learning and other AI-related capabilities
    • Identify the challenges that poorly configured or poorly managed AI practices can present to effective information governance
    • Identify and describe specific IG practices and techniques that can address these challenges and improve AI’s impact on the IG program and the organization as a whole.
     
    Speaker's Bio:
    Jesse Wilkins 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 enterprise content management, electronic records management, document imaging, and training and certification development and delivery. He has worked with a variety of clients including energy firms, utilities, retailers, and U.S. 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 is recognized for his ability to explain and clarify complex information management topics. Jesse has received numerous certifications and designations in a variety of information management disciplines. 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 @jessewilkins or www.linkedin.com/in/jessewilkins.





    You can also register here.

    #ArtificialIntelligence
    #DigitalTransformation
    #RiskManagement
    #RPA
    #InformationGovernance
    #CIP
    #BusinessProcessManagement
    ​​​​

  • AIIM+ Meeting the Challenge - Transition from a Physical to Digital Paradigm

    Jun 21, 11:00 - 11:45 (ET)

    Join us for a Member-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.
     
    In this Meeting The Challenge event, we’ll dive into the
    The Transition from a Physical to a Digital Paradigm
     
    You’ll have the opportunity to collaborate with other AIIM+ Members on questions like:

    What percentage of your processes are automated?

    What's holding you back from complete digitization?
     
    Join us on Tuesday, June 21 from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • AIIM Forum Europe 2022

    Jun 22, 09:00 - 17:00 (BST)
    AIIM Forum Europe is returning to London’s Grand Connaught Rooms on 22nd June, and 2022 is 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 22nd June 2022 

    This exciting one-day event will provide you with all the latest thinking, practical advice, and critical insights into the key information management challenges that underpin the Digital Transformation agenda. Hosting a comprehensive programme of keynotes, roundtables, and our new 'fireside chats' designed to put your needs at the centre of the event - with a world-class line-up of thought leaders, industry specialists, and experienced practitioners.

  • AIIM+ Canada - Coffee & Conversations: Best Practices in Canadian Government Agencies

    Jun 28, 11:00 - 11:45 (ET)

    Join us for a Member-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 AIIM+ Canadian peers as we dive into
    Best Practices in Canada Government Agencies.
     
    You’ll have the opportunity collaborate to with other AIIM+ Members on questions like:

    What are the key drivers for provincial government information management?

    How equipped is your agency?
     
    Join us on Tuesday, June 28th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • Records Managers: Coffee & Conversations - Return to Office

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

    Join us for a Member-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 chat about The Return to Office
    ( dun.. dun.... duuun!!)
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    What has changed when it comes to managing key organizational information?

    What's the hardest elements of these changes - content sprawl, hybrid workers, expectations?
     
    Join us on Tuesday, July 5th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • Meeting the Challenge - M365: Third Party Add-Ons

    Jul 12, 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 AIIM+ peers as we dive into Third-Party Add Ons. 
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    What apps and add-ons to your M365 environment do you regularly use?

    Challenges/successes in using partners?


    Join us on Tuesday, July 12th  from 11:00 – 11:45 (EST)!

    For this M365 Meeting the Challenge, we will be joined by Sarah Gayda, VP of Marketing at Colligo, joining us as an industry insider & expert! 



     
    We can’t wait to see you there!

  • AIIM Member Meet & Greet

    Jul 13, 13:00 - 13:30 (ET)


    Join Us for an AIIM Member Meet & Greet! 


     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 



  • Visioneer and TWAIN Direct – making document scanning simple, easy and effective

    Jul 21, 11:00 - 12:00 (ET)

    Presented by the AIIM Florida Chapter, we are pleased to announce our latest exciting informational webinar on making document scanning easy, simple and effective - sponsored by Visioneer, Inc. and the TWAIN Working Group.

     

    In this webinar Visioneer and the TWAIN Working Group will provide an overview for the business value of TWAIN Direct, describe several technology solutions and even demonstrate how easy a real out-of-box experience can literally get production document scanning workflows setup in just minutes!

     

    Agenda:

    • TWAIN Direct and the importance to your organization
    • Visioneer solutions with TWAIN Direct
    • Innovative use cases for PC-less scanning using Visioneer and Xerox document scanners
    • Live demo of 5-minute install and 10-minute workflow
    • Showcase of Visioneer/Xerox TWAIN Direct solutions

  • AIIM Member Meet & Greet

    Jul 27, 13:00 - 13:30 (ET)


    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 



  • Why & How You Should File Email to SharePoint

    Jul 28, 08:00 - 08:30 (PT)

    Tired of your team using shared mailboxes as a storage repository? Wasting too much time searching for that specific email that contained key information? Worried about the risks of having business records and contracts stored in your team’s inboxes? Uninterested in the cumbersome process of manually saving emails and attachments to SharePoint? Then this webinar is for you!

    You’ll learn why it’s important to file emails to SharePoint – hint: think regulatory compliance, knowledge loss prevention, and business automation – and the consequences of not doing so. You’ll also learn:

    • How to save Outlook email to SharePoint quickly, easily, and compliantly — without ever leaving Outlook.
    • How to save attachments from Outlook to SharePoint.
    • How to view SharePoint in Outlook.

    Join us for an informative 30-minute webinar Why & How You Should File Email to SharePoint on Thursday, July 28 at 8:00 am PDT. We’ll offer concrete tips that will save you time every day, ensure compliance at your organization, and maximize your organization’s investment in Microsoft 365. You’ll also get a quick demo of SharePoint Outlook integration using Colligo Email Manager.

  • Cradle to Grave: Demo of M365 Records Management

    Jul 29, 13:00 - 14:00 (ET)
    Let us guide you through the records circle of life in Microsoft 365

    Join Jordan Uytterhagen, Managing Director of Cadence Solutions, a Microsoft Content Services Partner, for an educational session on Records Management in Microsoft 365 showcasing:

    Creation of Retention Labels via the Microsoft Purview (Compliance Center) File Plan
    Applying Records Retention to SharePoint Content
    Performing a Disposition with Review
    Other important tips & tricks for records management in M365
    This informative, free, 45-minute educational session will be followed by a Q&A.  All questions will be answered.

    All registrants will be granted a recording of the session.

    After filling out your registration simply click the attachment on your confirmation email to add it to your calendar. We look forward to seeing you

    <<<Register Here>>>

  • Records Managers: Coffee & Conversations - Archiving & Long-Term Storage

    Aug 2, 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 chat about 
    Archiving & Long-Term Storage
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    How do you balance user desire for keeping everything versus governance
    concerns about volume risk?


    What role can AI play in your archival storage and access needs?
    How much do you use it for those needs?



    Join us on Tuesday, August 2nd from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • Meeting the Challenge- M365: Your M365 Environment & Hybrid Work

    Aug 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. 

    Join your AIIM+ peers as we dive into how your
    M365 Environment is Accommodating Hybrid Work. 

     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    Have you changed your processes and policies to align with the new functionality or vice versa?

    What is still missing from what you want to be able to do with M365?


    Join us on Tuesday, August 9th  from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

    This week we will be joined by Guest Subject Matter Expert: 

    James Eccles
    James Eccles,
    Senior Customer Experience Program Manager 

  • AIIM Member Meet & Greet

    Aug 10, 13:00 - 13:30 (ET)
    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • CPRA Prep Workshop

    Aug 10, 13:00 - 14:00 (MT)

    The California Privacy Rights Act (“CPRA”) compliance deadline is fast approaching. Is your house in order? Don’t let the CPRA’s January 1, 2023, implementation date or the July 1, 2023, enforcement date sneak up on you!  If you’re like many of our clients, you’ve heard a lot about the passage of the CPRA. You may have also heard about the CPRA’s (hopefully) soon-to-be-published regulations by the new California Privacy Protection Agency (“CPPA”). These regulations are poised to significantly expand and codify privacy rights and procedures for a wide range of businesses that handle the personal data of California consumers.

     

    If you haven’t prepared yet, don’t sweat: there’s still time to get ready. And even though specific compliance requirements under CPRA regulations remain unknown, you can still take concrete steps today to get ready. There’s no reason to put CPRA compliance on the backburner until the regulations are finalized.

     

    Join Zasio’s Frank Fazzio, CIPP-US / IGP / CRM for a workshop webinar on tackling the most high-priority items on the CPRA compliance checklist so that your organization can avoid a last-minute scramble as the deadlines approach. The presentation will cover:

     

    • Conducting a Personal Information Inventory
    • Identifying Sensitive Personal Information
    • Setting Personal Information Retention Policies
    • Policies, Consumer Notices, Opt-Outs
    • Responding to Consumer Requests (Deletion, Correction, Information)
    • IT Security Precautions

     

    Take the stress out of CPRA compliance prep with Zasio. We’ll see you there!

     

    Registration link: https://attendee.gotowebinar.com/register/2197959352520007696?source=AIIM

     

    Contact: Sabrina Slattery Sabrina.slattery@zasio.com


  • AIIM+ Meeting the Challenge - Customer Journey-Mapping

    Aug 16, 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 AIIM+ peers as we dive into Customer Journey Mapping
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    To what extent have you documented the major customer information touchpoints across key processes?

    Whose job is this? What role can Information Managers play in this effort?


    Join us on Tuesday, August 16th  from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • AIIM Member Meet & Greet

    Aug 24, 13:00 - 13:30 (ET)

    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • AIIM Member Meet & Greet

    Sep 7, 13:00 - 13:30 (ET)

    Join Us for an AIIM Member Meet & Greet! 


     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • Record Managers: Coffee & Conversations - Single Source of Truth

    Sep 8, 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:
    Single Source of Truth
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    How to strive for a Single Source of Truth?


    The expectation of one repository or system of record is moot point these days - so how to manage the need for a single source of truth?


    Join us on Thursday, Septmeber 8th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • WIIM Networking Event: Getting Back Into the Swing of Things

    Sep 8, 13:00 - 14:00 (ET)

    Can you believe it's already September? 
    As summer winds down, and we head into fall (and the last quarter of 2022) it's time to refocus on making the most of the rest of the year!



    What are some good tips on refocusing and keeping that focus through the holiday season?

    With only a few months left 'til the end of the year – are there any goals that the members of WIIM can help you achieve?



    Join us for an opportunity to connect & get "Back Into the Swing of Things!" 
    All AIIM+ Members are welcome to attend! 

  • 2022 AIIM Virtual Summit

    Sep 13 - 14, (ET)

    TAKING INFORMATION MANAGEMENT
    TO ANOTHER DIMENSION

    Designed around your work schedule, the 2022 AIIM virtual summit offers two half-days packed with expert-led sessions to take you beyond the mechanics of information management and into a new dimension of leadership. 

    Recent AIIM research among hundreds of information management professionals revealed some important data points when it comes to the alignment of information management strategies with business strategies:

    • Only 25% of the Information Management professionals we surveyed say that their execs feel that Information Management directly contributes to business success.
    • An IM program centered primarily around compliance and records management rules fails to move the business value needle in the right direction.
    • Companies seeing improvement in the alignment of their information management strategies with their business strategies have purposefully focused on the needs and expectations of the customer, both internal and external.
    • By honing their skills in process improvement, information access, and data analysis, IM professionals in these companies created for themselves an indispensable role in moving the organization to those higher-order goals.

  • Virtual Coffee with Zasio Consulting – Practicing Data Minimization

    Sep 14, 09:00 - 10:00 (MT)

    Virtual Coffee with Zasio Consulting – Practicing Data Minimization

    Summer’s coming to an end which means it’s time to wrap up our Summer “Hot” Topics series! For the last session of this three-part series, Zasio’s Consulting team will discuss the fundamentals of data minimization and approaches industry professionals are undertaking to successfully practice data minimization within their programs.

     

    Not only is implementing the privacy principle of data minimization into your IG or RIM program a logical approach, but it’s an opportunity to reinforce shared objectives! During this session, you’ll learn the best practices in the industry and the host of benefits practicing data minimization can deliver including:

     

    • Reduced Costs Associated with Storage and Litigation
    • Mitigated Risks Associated with the Over Retention of Personal Information
    • Risks of Breach
    • The Overall Ability to Get a Handle on Your Information and Maintain Compliance

     

    If you have questions about data minimization in information governance or want to gain a better understanding of the practice, then we want you to join our discussion!

      

    Please submit any questions you’d like our panelists to discuss to Sabrina Slattery at sabrina.slattery@zasio.com. Questions submitted in advance will get priority in the live discussion.

     


  • Managing documents and records effectively in Microsoft 365 – what is the best approach?

    Sep 15, 10:45 - 13:00 (CT)

    Many companies want to use Microsoft 365 with SharePoint Online to manage documents and records, but struggle identifying the best way to do it. Attend this session to get lessons learned by early adopters. Learn how some large global enterprises have standardized on SharePoint Online for both document management and records management.

     Speaker:Atle Skjekkeland

    CEO, Infotechtion

    Bio:

    Atle Skjekkeland is an information management innovator and educator.    While working for the association AIIM, he designed and launched the AIIM conference,  Certificate programs, and CIP certification. He also served several years as General Secretary for the EU DLM Forum managing the Moreq standard. Atle is currently the CEO of Infotechtion, a consulting firm specializing in information governance and protection for Microsoft 365 and beyond with offices and staff in the US, EU, UK, and India.


  • AIIM+ Meeting The Challenge: Implementing Your EDRM / ECM

    Sep 20, 15:00 - 15:45 (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 AIIM+ peers as we dive into
    Implementing Your EDRM / ECM

    This week we will be joined by @Christopher Foley, AIIM+ Member & Project Management Controlled Documents & Content Migration at astral , as our resident Subject Matter Expert.



    Join us on Tuesday, September 20th  from 3:00 – 3:45 (EST)!
     
    We can’t wait to see you there!

  • AIIM Member Meet & Greet

    Sep 21, 13:00 - 13:30 (ET)

    Join Us for an AIIM Member Meet & Greet! 


     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • AIIM True North webinar Sep 22 - Jumping from a plane! POPS: a digital transformation case study

    Sep 22, 12:00 - 13:00 (ET)
    AIIM True North would like to invite you to a webinar on September 22, 2022 at 12:00 PM ET.  The presentation will discuss a case study of a large successful digital transformation project and the key lessons learned after multiple failures. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: Jumping from a plane! POPS: a digital transformation case study

    Description: Large-Scale Technology Projects are complex and challenging. So, gaining insight into how digital transformation projects, especially in the public sector are different and what makes them so complex is essential. Learn from this case study of an exciting and successful turnaround of a public sector digital transformation project that went on for almost a decade with multiple failures. What were some of the key strategies used to make this project successful? Finally, how can private and public sector organizations use the lessons learned from this case study to manage projects more effectively and deliver more value to customers, citizens, employees, and other stakeholders?

    Date: Thursday, September 22, 2022
    Time: 12:00 PM to 1:00 PM ET


    Learning Objectives: 
    By attending this session, you will:

    • Learn actionable tips that can be used by organizations managing complex digital transformation projects
    • Enhance knowledge around driving user adoption of large and complex transformational change projects
    • Gain insights into the complexities and challenges in public and private section digital transformation technology projects that can help increase the probability of success
     
    Speaker's Bio:
    Energetic … engaging … lively … enthusiastic … inspiring … words that are often used to describe Saby. A speaker with the uncanny ability to look at the normal and see something quite different, Saby shares his life stories and has a fun way to look at life as well as live life. You are guaranteed to learn a thing or two on your journey from his unique perspective. He is an Angel Investor, Mentor, Coach, Project and Program Management Expert, and Change and Volunteer Leader with a diverse experience of over 20 years in both the public and private sectors. An internationally recognized keynote speaker, award-winning technology leader, Saby has led multiple diverse clients in their business transformation through project successes, bolstering communications across various departments, and assisted customers in creating effective solutions to complex problems. Saby is currently working as CIO at Clackamas Community College. He speaks four languages, enjoys working with people and brings enthusiasm, inspiration and leadership qualities. You can contact Saby at www.linkedin.com/in/waraich or at @sabywaraich.
    ​​












    You can also register here.​​


    #DigitalTransformation
    #ProjectManagement
    #RiskManagement

    #CaseStudies
    #CIP

  • The CIP Connection

    Sep 22, 16:30 - 17:30 (ET)

    Join us for a special, exclusive, networking event on Thursday, September 22nd to connect with your fellow CIPs! 

    For our kick-off CIP Networking event, we will open up the floor to you! 


    Any special projects you're working on where you'd like some peer imput? 
    Have an upcoming project that you're looking for guidance or resources to help kick-start?


    Join us to build your network, connect & collaborate with your fellow CIPs! 


    * Please note that you must be a current CIP or in the CIP preparation path
    to register for this exclusive event * 


  • Unlock the Power of M365 for Legal Document Management

    Oct 4, 08:00 - 12:00 (PT)
    Looking to eliminate the costs of your separate, complex legal DMS system? Want to derive more value from your existing investment in Microsoft 365? Tired of wasting time on administrative tasks that could be spent doing actual legal work?

    Your legal department can quickly and easily leverage SharePoint Online as your DMS with the help of Colligo, making email and document management a breeze. Join us for an informative, 30-minute webinar to learn how to:

    * Increase time spent on legal work by reducing time spent working on non-productive and administrative tasks
    * Drive maximum value out of your investment in Microsoft 365 by turning SharePoint into a legal Document Management System
    * Optimally organize and tag your legal content so you can find it again quickly
    * Emulate successful legal customers that are: filing case matters into SharePoint Online from Outlook; sharing matters externally with outside counsel; efficiently classifying and accessing electronic client matter including Office documents, images, PDFs, emails, and attachments; and empowering lawyers to manage client-related content in SharePoint without leaving Outlook and Teams.

  • Record Managers Coffee & Conversations - Creating a Retention Schedule Everyone Can Follow

    Oct 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:
    Creating a Retention Schedule Everyone Can Follow
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    When it comes to your retention schedule, what's your biggest issue: the policy itself, user resistance, user ignorance?


    What do you think would make it easier for your users to comply with the strategy?


    We will be joined by Subject Matter Expert, @Donda Young, CIP, for this event! 




    Join us on Tuesday, October 4th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • AIIM Member Meet & Greet

    Oct 5, 13:00 - 13:45 (ET)
    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • Webinar: Exclusive Insights on the State of the Capture Market

    Oct 6, 11:00 - 12:00 (ET)

    presented by Ralph Gammon, Senior Analyst, Infosource

    So, you couldn’t make the recent Infosource Capture Conference in Chicago, or you just want to review some of the major insights shared there. Join us Oct. 6 when we present some of the hottest topics covered at this annual insiders event, including current trends in the Capture market and how an infusion of AI is affecting the content services landscape. No, this won’t be the full Capture Conference experience, but we’ll hit on some of the highlights and give you a glimpse of where this growing market is headed.


  • Meeting the Challenge: M365 - Let Your Users Work the Way They Want

    Oct 11, 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 AIIM+ peers as we dive into:

    Let your users work the way they want:
    how M365 covers records/governance needs in the background
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    Do you restrict users to certain M365 applications?

    What are your primary concerns from a governance perspective when it comes to certain M365 applications?

    This week we will be joined by @Peter Rahalski, CIP & @Dan Elam as our Subject Matter Experts! 

    Join us on Tuesday, October 11th  from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!
    ​​

  • AIIM True North webinar Oct 13 - Audit and Compliance 101 for Information Managers, Experts, and the

    Oct 13, 13:00 - 14:00 (ET)
    AIIM True North would like to invite you to a webinar on October 13, 2022 at 1:00 PM ET.  The presentation will discuss the how to perform information audits in order to help improve compliance. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: Audit and Compliance 101 for Information Managers, Experts, and the Rest of Us

    Description: Digital transformation is revolutionizing the business landscape and many trends are impacting audit and compliance, but the basics still stay the same. The question is – how is audit and compliance keeping up, and what does this mean for Information Managers and Information Governance practitioners? This presentation explores the past, present, and future of audit and compliance. At the same, it shares back-to-basic practices that every practitioner can use to build and improve their audit and compliance function today. This presentation also shares four simple models that will allow you to perform your own do-it-yourself “mini-audits” (or litmus tests, if you will) to assess the current effective of your information and documentation practices. In this presentation, Adrienne Bellehumeur marries her many years on the ground (and in the trenches) running internal controls audit programs through her firm Risk Oversight with her leading work in writing, training, and speaking about documentation best practices.

    Date: Thursday, October 13, 2022
    Time: 1:00 PM to 2:00 PM ET

    Learning Objectives: By attending this session, you will learn:
    • The basics of what audit and compliance are about and what this means to practitioners
    • What practitioners need to know to build audit, compliance, and internal control programs
    • How audit and compliance are evolving and what is possible in the brave new world of digital transformation
    • What is the hype and where audit and compliance are falling short when it comes to digital transformation and the roadblocks in the way
    • Four "do-it-yourself" frameworks that practitioners can use to assess and conduct “mini audits” of their information assets today

    Speaker's Bio: Adrienne Bellehumeur, CPA, CA is Director and Co-Owner of Risk Oversight a leading firm specializing Internal Controls, Internal Audit, SOX/CSOX, and compliance programs.She is also the founder of Bellehumeur Co. where she is a consultant, speaker, trainer, and writer on documentation and workflow best practices and author of THE 24-HOUR RULE—and Other Secrets for Smarter Organizations (forthcoming from BenBella and distributed by Penguin Random House March 2023). In her 17 years of experience as a consultant and business owner, she has developed and taught a practice she calls “dynamic documentation”. Driven to help companies – and individuals – enhance their productivity, Adrienne believes everyone can work smarter and faster through better documentation practices. You can contact Adrienne at adrienne@riskoversight.ca, at Adrienne Bellehumeur | LinkedIn, or @ABellehumeur. You can subscribe to Adrienne's newsletter Leverage Your Knowledge at https://www.linkedin.com/newsletters/6906991100427423744/.  You can contact Adrienne for speaking engagements at https://www.bellehumeurco.com/speaking.





    You can also register here.


    #ArtificialIntelligence
    #DigitalTransformation
    #RPA
    #InformationGovernance
    #CIP
    #compliance
    #InformationAudit
    #audit
    ​​​​​​​​​​

  • AIIM+ Meeting the Challenge - Succession Planning & Employee Offboarding

    Oct 18, 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 AIIM+ peers as we dive into
    Succession Planning & Employee Offboarding.


    It's a chance to collaborate with fellow members on questions like: 

    Does your company currently have a formalized off-boarding process? 

    What do you think is the biggest challenge when planning for employees who are soon to retire or are offboarding?

    This week we will be joined by @Randy Moeller, AIIM+ Member, CIP & Global Records and Information Management Governance Manager at P&G, as our resident Subject Matter Expert.




    Join us on Tuesday,  October 18th  from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

  • AIIM Member Meet & Greet

    Oct 19, 13:00 - 13:45 (ET)


    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • AIIM+ Connect: New To Information Management

    Oct 25, 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. 

    This week we will be hosting a Meet-Up for Young Professionals,
    or those of you new to Information Management - our future emerging leaders!


    It's an opportunity to connect & collaborate for a conversation with questions like: 

    What has been your biggest challenge so far when entering into this field? 

    What goals have you set for yourself in the next year to start making your mark? 

    We will be joined by @Candace McCabe,
     Enterprise Architecture, Disaster Recovery at Walmart and Mindset & Success Coach, as a contributor to our conversation! 


    Join us on Tuesday, October 25th from 11:00 – 11:45 (EST)!
     
    We can’t wait to see you there!

    1 CEU 

  • Record Managers - Coffee & Conversations: Certificates of Destruction & Legal Implications

    Nov 1, 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:
    Certificates of Deconstruction & Legal Implications
     
    You’ll have the opportunity to collaborate with other AIIM+ Members and discuss questions like:

    Who/what initiates a Certificate of Destruction (CoD)?

    Should they be completed for ALL records destruction?

    Are they vital records?

    How long should they be kept?



    We will be joined by Subject Matter Expert, @Earl Johnson for this event! 



    I hope to see you there! 

  • AIIM Member Meet & Greet

    Nov 2, 13:00 - 13:45 (ET)

    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • Considering AI – Critical Information for IG Professionals

    Nov 3, 10:45 - 12:45 (CT)

    Join your fellow AIIM Southwest members on November 3 at 11 AM for an informative session with Glen Hilford and Claudette Llloyd from Access Sciences. They will present an overview of Artificial Intelligence, including the AI techniques that are most applicable to Information Governance.

    Virtually overnight, AI has become the hottest thing on the planet. It can dazzle us with its near-mystical capabilities and frustrate us as it attempts to anticipate our every need. Its evangelists insist that it will make the world a better place. But just what is it? What is this thing we call AI?

    Paradigm shifts are hard, and often full of surprises. The tectonic shift that AI imposes only magnifies these challenges. Are we prepared to face them? Are we equipped with the knowledge and forethought to wager our organization’s money, time, people, energy, organizational stability, and reputation on AI?

    This session presents an overview of Artificial Intelligence, the AI techniques that apply to most mainstream organizations, and those that are most applicable to IG. They illustrate one of these techniques with a real-world case study of an AI knowledge graph that uses semantics to define taxonomies and ontologies that model and connect business information.

    Along the way, they will discuss the benefits, risks, and surprises frequently encountered in the application of AI as it relates to information management and governance. They wrap up by discussing critical questions organizations should ask when considering an AI investment.

    Glen began working with AI in the mid-90s, quickly recognizing its value and unique information governance needs. In 2007, after successful AI implementations at two Fortune 500 companies, he joined Access Sciences to start its technology services practice with a focus on information management and governance. Today, he focuses on corporate growth and leads Access Sciences’ AI practice.

    Over the past 15 years, Glen has spoken at numerous events hosted by ARMA International, ARMA chapters including Houston, San Antonio, The Woodlands, Tulsa, Baton Rouge, and New Orleans, AIIM International, Enterprise Data World, Microsoft Global Energy Forum, Microsoft / SAP / OpenText Triumvirate Tour, and the University of Houston.

    Glen earned a B.S. in Computer Science from the University of Houston. In his spare time, you can find him woodworking, traveling, supporting Blessings in a Backpack and College Young Life, and honing his oenophile skills.

    Claudette is passionate about developing systems, processes, and tools to organize, access, and manage information assets. She loves to approach complex processes and systems, and develop simple solutions to extract value and insight from unstructured data and digital content.

    In her role as a Principal Consultant, Claudette has spoken at various events hosted by ARMA International, ARMA Houston, the Special Libraries Association’s Annual Conference, Enterprise Data World and the Texas Department of Information Services

    Today, Claudette is Access Sciences’ resident expert on AI knowledge graphs.

    The event begins at 10:45 AM with networking with other attendees. The program will start at 11:00 AM.


  • Versatility of PDFs: Releasing the hidden intelligence locked inside your PDFs

    Nov 8, 10:00 - 17:00 (ET)

    Join iText as we discuss the versatility of PDFs! During this webinar our experts will show you how to realize the potential of PDFs and the steps you can take to unlock hidden data within them. In this webinar we will be covering:

    • Overcoming PDF data transformation challenges  
    • Identifying and collecting data
    • Extracting data from your PDF files
    • System generated PDF documents
    • Automating PDF data transformation with templates 

    In this webinar we will discuss these challenges, and how you can overcome them when trying to extract and transform data within PDF documents. 


  • Meeting the Challenge: M365 - Ignite Recap

    Nov 8, 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.
     
    In this AIIM Member-Only Exclusive event, we will be joined by AIIM friend and contributor,
    James Eccles, Senior Customer Experience Program Manager, Microsoft Syntex. 



    Did you miss the Microsoft Ignite event in October?
    No worries! 
    James will walk us through some of the most exciting announcements made during Ignite, and also provide a more in-depth recap of how these new Microsoft features will make your job easier! 

    We are pleased to be able to provide our AIIM+ & AIIM+ Pro Community members with this exclusive recap. 

  • How to Bring Order to Microsoft 365 Content Chaos

    Nov 16, 11:00 - 11:30 (ET)

    The amount of data entering your organization and the amount of content with ‘business value’ has never been greater. But information overload and content sprawl have also reached new heights, especially during the rush to embrace Microsoft 365.

    We’ll help you bring order to chaos. Join us for a 30-minute webinar on November 16 at 11 am EST to learn how to fortify your governance and compliance program by unlocking the full power of Microsoft 365 and SharePoint Online. You’ll also learn:

    • Why it’s critical to let your users stay within the apps they’re familiar with and make filing content to SharePoint Online – compliantly – as seamless as possible
    • How to properly tag and classify content as it comes into your organization (and why this should be done from Day 1)
    • How to use labels and tagging (metadata) to improve your search experience and allow you to surface documents quickly and accurately
    • Concrete tips for saving measurable time and money, and improving organizational compliance
    • How to extract more value from your investment in Microsoft 365

    We’ll also take you through a quick demo of Colligo Enterprise Suite, cost-effective add-ins for SharePoint that enable the easy capture, tagging, and filing of content from within Office apps.


  • AIIM Member Meet & Greet

    Nov 16, 13:00 - 13:30 (ET)

    Join Us for an AIIM Member Meet & Greet! 

     These 30-minute sessions with AIIM Membership Manager, Boshia Smith, are here to be your opportunity to connect meet fellow AIIM Members, and ask any questions you may have about your AIIM Membership! 

    We can't wait to meet (and greet) you! 

  • A Toast to Peggy Winton

    Nov 17, 13:00 - 13:45 (ET)

    Peggy Winton has been the President & CEO of AIIM International for the past 7 years. She has been an integral part of AIIM's growth and expansion, and has modernized AIIM’s business model, value proposition, and delivery infrastructure.

    Following her announcement last Spring that she would be stepping down from the role, we were pleased to announce, just a few days ago, that AIIM will have a new CEO beginning December 1st, 2022. 

    We would like to give the AIIM+ Community the opportunity to connect with and hear from Peggy one last time before she departs! ( Not to worry - she's promised she'll stay in touch!! )


    We invite you to join us for a farewell:
    Toast & Cheers to Peggy Winton
    November 17th - 1:00 PM ( EST ) 


    In this "Ask Me Anything" style event, we will be taking questions from participants, while hearing from Peggy about her experiences here at AIIM, lessons learned from her career, and her insight on the outlook for the Information Management community. 



  • AIIM Member Meet & Greet

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

    Join me for an AIIM Member Meet & Greet! 

    I'm Ally - the Engagement & Experience Manager here at AIIM!

    Join me for a 30-minute Meet & Greet session
    to meet fellow AIIM Members, and ask me any questions you may have about your AIIM Membership! 

    I can't wait to meet (and greet) you! 





  • Records Managers: Coffee & Conversations: CCPA Penalties

    Dec 6, 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:
    CCPA Penalties
     
    We've all seen the news of a particular beauty retailer that was the first to be penalized under CCPA regulations for not disclosing to consumers that it sells their personal information, failing to respect users’ Global Privacy Control as an opt-out, and neglecting to correct these infractions by the deadline.

    We will be joined by Mark Diamond, CEO & President at Contoural, Inc. and Kerry Childe, Senior Consultant & Privacy Expert at Contoural for an in-depth conversation about what happened with this case and what needs to be on our radars to ensure compliance. 
    We'll dive into: 

    • How the definition of sale has been defined by this case

    • How this has set a new precedent for inadequate privacy compliance alone being a risk

    • How this may affect further Privacy and Protection laws as they expand across the US

    Register Today and join us! 

  • AIIM Member Meet & Greet

    Dec 14, 13:00 - 13:30 (ET)

    I'm Ally - the Engagement & Experience Manager here at AIIM!

    Join me for an AIIM Member Meet & Greet! 

    Join me for a 30-minute Meet & Greet session
     to meet fellow AIIM Members, and ask me any questions you may have about your AIIM Membership! 

    I can't wait to meet (and greet) you! 


  • AIIM Florida Chapter Webinar: Deliver Compliant, Accessible Documents in 3 Easy Steps

    Dec 15, 11:00 - 12:00 (ET)

    Presented by Scott Baker, Executive Vice President and Karol Krzywon, Accessibility Pre-Sales Specialist, Crawford Technologies

    Crawford Technologies enables organizations to deliver automated accessibility services, expertise, and solutions through the AccessibilityNow® platform.

    In working with many high-profile clients across financial services, healthcare, government, education, and telecommunications, we have learned that the path to making content accessible can be distilled into this simple, repeatable model: Find, Test and Fix.

    Join AIIM Florida, Scott Baker and Karol Krzywon for an educational webinar that will cover some of the common use cases encountered regarding Find/Test/Fix, how this model can be deployed either on-premises or in the cloud, and how top organizations are meeting very demanding accessibility requirements and moving the needle for people who need all content to be both accessible and usable.

    You do not have to be in Florida to attend this event!

    Scott Baker, Executive Vice President, brings 30 years of executive experience in marketing, strategy, international business development, global sales and strategic alliances in the enterprise output management, ECM, and BI software markets. He is recognized as a global subject matter expert on customer communications management.

    Karol Krzywon, Accessibility Pre-Sales Specialist at Crawford Technologies, over 5 years of experience in project management and 2 years in Document Accessibility. Executed high volume applications for Accessible PDF and Alternate Formats (Braille, Large Print, and Audio), as well as technical training and client support. Actively engaged with development team to test and implement new features and software. Currently working with sales supporting accessibility initiatives.

     

    You are invited to a Zoom meeting.

    When: Dec 15, 2022 11:00 AM Eastern Time (US and Canada)

     

    Register in advance for this meeting:

    https://us02web.zoom.us/meeting/register/tZEqfu6rpz8tHtGdbvpxAQ8jhad1tIIW3Ov7

     

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


  • Record Managers - Coffee & Conversations: Blockchain in Information Management

    Jan 5, 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:
    Blockchain in Information Management
     
    We will be joined by AIIM friend and subject matter expert, Alan Pelz-Sharpe, founder of Deep Analysis, co-author of " Practical Artificial Intelligence - An Enterprise Playbook ", and past board member of AIIM. 




    You'll have the opportunity to hear from Alan on
    how Blockchain works, and why you should be using it
    and collaborate with your peers in the AIIM Community!


    I hope to see you there! 







  • AIIM+ Meeting the Challenge - M365: Sensitivity Labels in Purview

    Jan 10, 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.
     
    For this AIIM Member-Only Exclusive event we will be joined by Mike Miller, Senior Microsoft Security Architect at Edgile. 




    You’ll have the opportunity to collaborate with other AIIM+ Members
    and discuss questions like:

    • How are you currently classifying and encrypting you data?
    • Are you currently using Sensitivity Labels and having issues?
    • Have you extended your labels to Microsoft Defender for Cloud Apps for 3rd-party SaaS app integration?
    • Do your current methods help enable accurate data tracking to follow your sensitive information?

    Register Today, and join us on January 10th at 11:00 AM (EST)! 

  • Meet & Greet with AIIM CEO, Tori Miller Liu

    Jan 12, 13:00 - 13:45 (ET)

    AIIM is excited to officially welcome our new CEO, Tori Miller Liu, to the team!

     
    Tori joins AIIM from the American Speech-Language-Hearing Association (ASHA) where she served as Chief Information Officer. Prior to that, she served as a Vice President for Association Analytics and Vice President of Technology and Strategic Initiatives for the Global Cold Chain Alliance. Tori is a founding board member of the Association Women Technology Champions and a member of the American Society of Association Executives (ASAE) Technology Professionals Advisory Council.

     
    Join us January 12th for an AIIM+ member-exclusive
    Meet & Greet with Tori!
     
    We’ll be joined by AIIM Board Chair, Ron Cameron, and past Chair, Kramer Reeves, for a great conversation!
     
     


     


  • AIIM+ Connect: Investing in Yourself in 2023

    Jan 24, 11:00 - 11:45 (ET)

    Join us for a Members-Only event tailored to connect you with your peers in the AIIM+ Community, towards your proffessional development. 


    Still looking for a New Years Resolution? 
    We've got your back!
     

    Join us January 24th at 11:00 AM (EST)
    for a discussion on:
    Investing in Yourself in 2023


    We all know how easy it is to get caught up in a big project at work, taking on new responsibilities, or working extra hours to get things done. . . but those commitments don't come without a toll. 

    We will be joined by AIIM Member & CIP, Canadace McCabe,  who is the Sr. Solution Architect - Governance, Risk, and Compliance at Walmart, and also Founder and Coach at Mindful Wellness Mentoring. 


    Candace will lead an interactive comnversation on ways you can invest in yourself in 2023 to make it the most productive year yet - but still maintain the balance that we all strive for, by investing in yourself !

    Register Today! 

  • Webinar: How to manage content efficiently & compliantly in MS Teams

    Jan 25, 08:00 - 08:30 (PT)

    A New Year means 365 days to perfect your content management in Microsoft 365! And we’re here to help.  

    By now, Microsoft Teams is likely your central hub for communicating, collaborating, and creating content in your organization. But don’t let content proliferate to the point where sprawl and findability become a problem. 

    Join us for a 30-minute webinar to jump start proactive content management in Teams with concrete tips on how to:      

    • Explore, find, preview, save, and share files from within Teams   
    • Categorize documents in Teams using metadata 
    • Implement proper information governance controls so content is better stored, more searchable, and more easily found
    • Curb content sprawl and rein in information chaos   

    We’ll also show you a quick demo of Colligo Content Manager for Teams, part of the Colligo Enterprise Suite, a key solution to help your organization increase SharePoint and Teams adoption.    


  • It’s About Dang Time! Simplifying Event-Based Retention

    Jan 26, 01:00 - 02:30 (ET)

    Managing the lifecycle of records with event-based retention periods poses a major challenge for information management and governance professionals because someone or some system must trigger the event before disposition can begin. It is not uncommon for 25-40% of the retention periods in a schedule to be event-based.

    Join us for a panel discussion, moderated by Susan Cisco, on Thursday, January 26 at 1:00 pm ET.  Susan and the panelist will discuss approaches for examining event-based retention periods and determining which can be simplified with a fixed period or other methods.

     

    Register Today!  and join us on Thursday, January 26 at 1:00 pm ET

    Learn more about our records retention solution Virgo





  • AIIM+ Records Managers Coffee & Conversation - Host a RIIM Workshop for your Organization

    Feb 7, 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:
    How to Host a RIIM Workshop for Your Organization


    We will be joined by long-time AIIM Friend & Member @John Daly, Senior Records Manager at Fruit of The Loom, Inc.  


    John recently held a RIIM Workshop for his organization, so he'll be sharing his experience, lessons learned, and tips & tricks! 

    Join us for this event to start brainstorming how you can get RIIM front & center in your Organization's mind in 2023! 

    Register Today! 
    ​​

  • AIIM+ Town Hall w/ New CEO, Tori Miller Liu

    Feb 9, 13:00 - 14:00 (ET)

    We are thrilled to welcome new AIIM CEO,
    Tori Miller Liu to the AIIM Community! 


    Join us for our

    AIIM+ Member Town Hall with Tori
    Thursday, February 9th 
    1:00 PM (EST)

    Tori would like to open up the floor to the Community to hear from you! Tori is excited and looking forward to connecting with, and hearing from, our AIIM+ Members - so this is your chance to ask questions, or give feedback directly to AIIM's new CEO! 


    Register Today!

    *Please note that this event is for AIIM+ & AIIM+ Pro Members Only

  • AIIM+ Meeting the Challenge - M365: Don't Break Up with M365 Too Soon

    Feb 14, 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 Information Management as we discuss:
    Don't Break Up with M365 Too Soon 
    (Valentines Day edition :) ) 


    Many organizations have moved to Microsoft 365 over the past 2-3 years for its collaboration platform - Microsoft Teams and are now starting to decide what to do next.

    But once you move to M365, how do you get the most out of it?

    It's capabilities go well beyond collaboration and many organizations are just starting to realize that!  And you now have a platform that can manage a broad range of content and provide tools to address compliance, retention, records, privacy, and information protection.
     

    Join us for this AIIM+ Meeting the Challenge: M365 where we'll discuss: 

    What do I do to make sure I understand what's there and what I can do to take advantage of everything Microsoft 365 offers?
     

    We'll be joined by @Tim Brady, CEO at Colligo,

    and @Peter Rahalski, CIP, M365 IG Architect at Infotechtion to explore:



    General best practices for what to use and when in Microsoft 365: OneDrive, Teams, Outlook and SharePoint

    How do you determine if Microsoft 365 meets your document management needs

    The broad list of capabilities in Microsoft Purview for security, protection and compliance


    ​​

  • AIIM+ Meeting the Challenge - Canadian Privacy & Protection Act **Rescheduled Event**

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

    RESCHEDULED EVENT - NEW DATE!

    Join us for a conversation about the Canadian Privacy & Protection Act and the impact on
    Information Governance. 

    We will be joined by guest speaker, Sylvia Klasovec Partner, Global Privacy Lead, Cyber & Technology Risk Consulting at KPMG Canada.




    Sylvia has over 15 years‘ experience providing strategic, risk management and compliance advisory services, serving both the public and private sectors. She advises executive teams on data-driven digital strategies to support major business transformations in alignment with new regulations, policy and data governance trends, having successfully deployed data analytics platforms and national data registries.

    Her specialty is transforming existing corporate compliance and privacy programs in response to internal audits, regulatory findings and exams.  She often deals with Privacy Commissioners remediating compliance orders, and has advised on some of the largest, high-profile data breach investigations.  


    This is your opportunity to learn best practices and

    have questions answered for anything CPPA, including: 



     New Regulatory Updates in regards to CPPA 

    Market Trends 

    Opportunities & Risks in Privacy protection 


    Join us on February 16th, 2022 at 11:00 AM ( EST)


    We look forward to an informational session followed by Q&A!


  • Centralized vs. Decentralized Records Management: Which Approach is Best?

    Feb 16, 12:00 - 13:00 (MT)

    Join us for the first installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”

    In this webinar, we’ll compare two approaches to managing corporate records—centralized vs. decentralized.

    The relevance of this topic cannot be overstated as it touches on every aspect of how you manage physical and electronic information. And each approach has its strengths and weaknesses.

    Join our guest panelist, Cheryl Westlund of Roche, along with Warren Bean, Zasio’s senior sales engineer, on Thursday, Feb. 16 at 12 p.m. (MT) 

    Register Today!

  • Navigating U.S. Privacy Laws Now Aligning with GDPR

    Feb 22, 10:45 - 12:15 (CT)

    Join your fellow AIIM Southwest members on February 22 at 11 AM for an informative session with John Isaza, Partner at Rimon Law.

    John heads the Privacy, Records, and Information Governance practice from his office in Boston. He is the co-founder of Information Governance Solutions (IGS) featuring Virgo™, a cloud-based software for records information management and global research, sold to Access Corp in January 2020. Mr. Isaza is one of the world’s foremost experts in the field of privacy and information governance. He has developed global privacy, information governance, and records retention programs for some of the most highly regulated Global 1000 companies. He is co-author of 7 Steps for Legal Holds of ESI & Other Documents, a contributing author to the ABA’s Internet Law for the Business Lawyer, 2nd Edition, and Editor-in-Chief and co-author of Handbook on Global Social Media Law for Business Lawyers.

    Mr. Isaza is a past co-Chair of the American Bar’s Social Media Subcommittee and the Consumer Privacy and Data Analytics Subcommittee, past Chair of the IGP Certification Board, and a Fellow of ARMA International. John graduated from the University of Florida (with High Honors in 3 years) and Boston College Law School. He is also fluent in Spanish (his native tongue), proficient in French and German, and currently learning Russian.


  • AIIM+ AMA: Creating the Paperless Office on a Budget

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


    Join us for a Members-Only event tailored to connect you with
    your peers in the AIIM+ Community. 

    This is the story of how a 100-year-old paper-based organization was significantly impacted by the pandemic yet embraced digitization and remote work.  With a limited budget, resources, and know-how available, the main file room became paperless in just two years!  

    Tune in to discover how Shawn Acheampong was able to lead a massive digital transformation using collaboration, robotic process automation, Artificial intelligence, and Power BI I to create a functioning paperless office. 



    Come ready with questions for Shawn after learning about this exciting project! 

    Register Today! 


  • AIIM+ Meeting the Challenge: Data Literacy

    Feb 28, 11:00 - 11:45 (ET)
    ** Rescheduled Date **

    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 Information Management as we discuss:
    Data Literacy
     
    We will be joined by AIIM friend, Jordan Morrow for this special discussion. 




    Jordan Morrow has helped pioneer the field by building one of the world's first data literacy programs and driving thought leadership. Jordan is Vice President and Head of Data And Analytics at BrainStorm, Inc., and a global trailblazer in the world of data literacy.  He served as the Chair of the Advisory Board for The Data Literacy Project, has spoken at numerous conferences around the world, and is an active voice in the data and analytics community. He has also helped companies and organizations around the world, including the United Nations, build and understand data literacy.


    You'll have the opportunity to hear from Jordan and collaborate with your AIIM+ peers as we discuss:

    What is Data Literacy?

    Why is Data Literacy important in your role? 

    How can Data Literacy help advance your IM projects forward?


    I hope to see you there for this special event! 

  • Overcome Content System Migration Challenges (Even with Petabytes of Data)

    Mar 1, 01:00 - 02:00 (ET)

    Are your legacy content management archives holding you and your business back? Learn how to migrate your content using Crawford Technologies proven STEP methodology. Reduce costs, accelerate business growth, increase customer satisfaction, and improve the digital experience.

    In this webinar, we'll explore common challenges facing corporate content consolidation initiatives. You'll gain insight into real-world experiences our customers have had. Including what inspired them to reach out to us for guidance and help. With a partner like CrawfordTech, you can perform heavy-duty content migrations. Even if you're dealing with petabytes of archived content.

    In this webinar we will cover:

    • What it means to have a legacy content archive and how to plan for change.
    • Content management challenges that make ECM systems outdated.
    • The 4 STEP migration process and how it has helped customers like you.

  • How to Compliantly & Seamlessly Migrate to SharePoint Online

    Mar 7, 08:00 - 09:00 (PT)

    Considering a move to SharePoint Online? Unsure where to begin, or how to ensure your migration project goes smoothly? Wondering how to implement effective information governance post-migration?

    We’ve got all the answers for you. Join us with special guest Sjoerd Alkema, Global Sales Director at Xillio, our world-leading content migration partner, for an informative 30 minutes and learn:

    • Benefits of migrating to SharePoint Online
    • How to execute a smooth enterprise content migration without worrying about broken links, lost information, and compliance risks
    • Implications of the end of Microsoft support for SharePoint 2013 and what it could mean for your organization
    • Top reasons to migrate from legacy ECM systems like OpenText and Documentum
    • How to empower effective and compliant document and records management after your move to SharePoint Online

    If you’re thinking that now’s the time for SharePoint Online migration, or have questions about SharePoint migration tools or what’s involved in a SharePoint migration, we welcome you to attend our webinar: How to Compliantly & Seamlessly Migrate to SharePoint Online!

    About the Presenters

    Tim Brady is CEO of Colligo. He is passionate about the company’s mission to improve the productivity of modern workforces and help organizations effectively manage content.

    Sjoerd Alkema is the Global Sales Director at Xillio. He has a strong background in content management consultancy, solution management and business development.


  • AIIM+ Records Managers - Coffe & Conversations - Global Email Retention Policy

    Mar 7, 13:00 - 13:45 (ET)


    Email is one of the most widely used forms of communication, and organizations continue to accumulate massive volumes of email data post-COVID in a remote world.

    Outside of the Records Management team, who else should be involved in the planning and implementation of successful global email retention policies, especially with limited time, resources, and staff?

    Join David Quackenbush, EVP and Vice Chairman at Gimmal, along with Ryon Lane, attorney & eDiscovery Practice Lead (JD, CEDS) at Gimmal, who will be sharing important considerations and real-world examples, as well as an interactive Q&A discussion.

    We'll dive into:

    - Easy steps that Records Managers can take to develop a well-defined global email retention policy, with appropriate retention periods as well as disposition

    - Cross-functional efforts to manage and communicate the policy clearly to employees to ensure implementation

    - Real-world examples that organizations can learn from to avoid legal and reputational risks

    Register Today & Join Us! 


  • Insider Risk: Top Tips to Protecting your Organization's Information from the Inside Out

    Mar 8, 02:00 - 03:00 (ET)

    Information governance and data protection practices have changed significantly in the past few years, as the digital landscape continues to grow. External threats and cyber hacks may capture the news cycle, but risks from within the organization can be just as prevalent and harmful. Indeed, according to research from Microsoft, 20% of security breaches are due to internal actors. And now, with millions of people working remotely, data is being created, accessed, shared, and stored outside of the traditional borders of the enterprise. As a result, the risk of employees disclosing private or sensitive content – either inadvertently or maliciously – cannot be overlooked.

    AIIM often says intelligent information management is much more than managing risk and compliance, but when and where you DO need to keep your eye on risk, what important aspects should demand your attention?

    This webinar will focus on why traditional ways of identifying and mitigating risks simply don’t measure up and how an effective and holistic approach includes the right people, processes, and tools. We’ll explore:

    • What Insider Risk is and why it is something we should not overlook.
    • Which elements best characterize success in an insider risk program.
    • How we should design our programs to grow and advance in the face of increasing risk.
    • And...tools and approaches that can help us conduct an insider risk assessment.

    Join us for another important and thought-leading discussion with our guest experts from Microsoft.

    This webinar is approved for 1.0 hour of CIP Maintenance Credits.

    *In exchange for free access to this event, you acknowledge that AIIM will use your contact information for the purpose of following up on your interest in this topic and will process your personal data in a manner consistent with AIIM's Privacy Policy.

     

    Host: Kevin Craine, MBA
    Content Strategist
    AIIM

    Stéphane Laguerre
    Information Protection Specialist
    Microsoft


  • Insider Risk: Top Tips to Protecting your Organization's Information from the Inside Out

    Mar 8, 02:00 - 03:00 (ET)

    Information governance and data protection practices have changed significantly in the past few years, as the digital landscape continues to grow. External threats and cyber hacks may capture the news cycle, but risks from within the organization can be just as prevalent and harmful. Indeed, according to research from Microsoft, 20% of security breaches are due to internal actors. And now, with millions of people working remotely, data is being created, accessed, shared, and stored outside of the traditional borders of the enterprise. As a result, the risk of employees disclosing private or sensitive content – either inadvertently or maliciously – cannot be overlooked.

    AIIM often says intelligent information management is much more than managing risk and compliance, but when and where you DO need to keep your eye on risk, what important aspects should demand your attention?

    This webinar will focus on why traditional ways of identifying and mitigating risks simply don’t measure up and how an effective and holistic approach includes the right people, processes, and tools. We’ll explore:

    • What Insider Risk is and why it is something we should not overlook.
    • Which elements best characterize success in an insider risk program.
    • How we should design our programs to grow and advance in the face of increasing risk.
    • And...tools and approaches that can help us conduct an insider risk assessment.

    Join us for another important and thought-leading discussion with our guest experts from Microsoft.

    This webinar is approved for 1.0 hour of CIP Maintenance Credits


  • Not All Accessible Documents Are Usable

    Mar 9, 01:00 - 02:00 (ET)

    This session will explore the challenges and opportunities related to making system generated, high-volume documents, otherwise known as “transactional documents”, accessible at scale. Workflows to remediate transactional documents, which are highly variable from a data perspective, but also uniform from a layout perspective – i.e., bank statements, explanations of benefits, invoices, pay stubs, transcripts, tuition bills, tax bills, etc. – are ideal candidates for automated remediation and quality assurance.

    In addition to presenting a real-world enterprise use case for high-volume transactional document remediation, the session will also compare different approaches to automated remediation and their respective impacts on both compliance and usability.

    The session will also outline three distinct ways in which automated testing at scale can help ensure compliance and usability.

    AI assisted remediation template development
    Automated validation workflows
    Automated regression testing of remediation templates

    Finally, the session will share best practices that the Crawford Technologies’ organization has learned in working with enterprises and large organizations to enable automated high-volume transactional document remediation at scale.


  • AIIM+ Community Fail Fest

    Mar 10, 11:00 - 11:45 (ET)

    At AIIM23, AIIM will hold our first-ever Fail Fest! 

    What is Fail Fest, you may ask?

    Fail Fest is a fast-paced, interactive exploration of the important role mistakes play in innovation, where information management leaders will compete for the title of Fail Fest Champion.

    Contestants will share their tales of failure and, more importantly, how they applied what they learned to improve their approach, change course, and advance organizational goals. 

     

    Join us for this special AIIM+ Members-only Fail Fest, where host @Candace McCabe will preview Fail Fest and talk about the critical role of failure in the process of innovation.

    There’ll also be a chance to enter your name as a Fail Fest contestant at AIIM23 and get a complimentary pass to the AIIM23 Conference. 

    Register Today!


  • Outsourcing: What, When & How Much?

    Mar 16, 09:00 - 10:00 (MT)

    Join us for the second installment of Zasio’s special webinar series, “Doing More with Less—How to Effectively Manage More Information with Fewer People.”

    In this session, we'll tackle the question of outsourcing--an essential strategy of doing more with less. How do you know what functions to outsource, and when it's the right time to do it? What strategies are there for managing costs and quality? What are the pitfalls and best practices?

    To help us with these questions we will lean on the experience of Dynessa Nordrum, records manager for the Port of Corpus Christi along with Zasio senior sales engineer Warren Bean.

    Learn more about our guest panelist: Dynessa Nordrum has more than two decades of experience in records and information management and information governance. She has worked in a variety of industries, including food and beverage manufacturing, agriculture, electric and gas utilities, chemicals, and local government. She has a BBA with a major in Information Management from the University of North Dakota and holds several certifications: Certified Records Manager (ICRM), Information Governance Professional (ARMA), Certified Information Professional (AIIM), and Certified Information Governance Officer (CIGOA).

    Register Today!


  • AIIM+ Meeting the Challenge: M365 - Don't Break Up with M365 Too Soon ( Part 2 )

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

    Join us for Part Two of :

    AIIM+ Meeting the Challenge: Don't Break Up with M365 Too Soon 

    For this Members-Only meet-up, we'll discuss: 

    More to Love – Evaluating M365 Add-Ons, and KISS
    ( Keep It Simple & Straightforward ) 

    There are many, many organizations that have moved to Microsoft 365 over the past 2-3 years for its collaboration platform - Microsoft Teams who are now starting to decide what to do next. One you move to M365, how do you get the most out of it? It's capabilities go well beyond collaboration and many organizations are just starting to realize that.  They've gotten a platform that can manage a broad range of content and provide tools to address compliance, retention, records, privacy and information protection.

    Join us for Part Two of this discussion as we talk about how to identify those gaps between your organizational needs and M365 "out of the box" capabilities, and some best practices for evaluating what the next steps are once you've reached that conclusion. 

    @Tim Brady , CEO at Colligo, and @Peter Rahalski, CIP  M365 IG Architect at Infotechtion, will be back to join us for part two of the conversation! 

    Register today & Join us! 


  • AIIM+ Meeting the Challenge: Disaster Planning

    Mar 21, 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 the AIIM+ Community as we discuss:
    Disaster Planning
    If the last 3 years have taught us anything, it's that you never know what the future holds! "Disasters" can come in many forms and levels of severity; floods, tornados, blizzards, power outages, and, as we all know too well, pandemics. 
    In this discussion, you'll be able to hear from and connect with others to hear about their disaster policies and plans, learn some best practices, and get the brain-storming kickstart you need to revisit or start planning your Disaster Plan Strategy! 
     
    We will be joined by @Candace McCabe , Sr. Solutions Architect at Walmart,  for this round table discussion on what Disaster Planning means to your Organization, and how IM professionals play a role. 

    I hope to see you there!  

  • Take Back Your Time: Complete Audits in Hours, Not Days

    Mar 21, 14:30 - 15:00 (ET)
    11:30 am PST | 2:30 pm EST Virtual

    Discover why hundreds of bankers rely on AccuAccount to speed their audit preparation. Gone are the days of manually searching for paper documents and compiling information. Ensure audit readiness in hours, not days. 

    Join us for a 30-minute webinar and learn:

    • How to manage a complete customer or member file to send to auditors
    • The simplicity of building an audit in AccuAccount
    • What the audit package looks like from an examiners point of view

    Register here!

    Unable to join us but want to learn more?
    Contact our team for a personalized demo.


  • AIIM True North Webinar -- Is Your Change Strategy Backward? – Inverting the Model Might Be the Bett

    Mar 22, 12:30 - 13:30 (ET)

    AIIM True North would like to invite you to a webinar on March 22, 2023 at 12:30 PM ET.  The presentation will discuss a new approach to sustainable change management. You can register here. This webinar is eligible for 1 CEU. Please complete the CIP Certification Maintenance Form here.

    Title: Is Your Change Strategy Backward? – Inverting the Model Might Be the Better Path!

    Description: When most of us talk about “change management projects,” we think of them as “one-and-done” initiatives. That might have been the case in the past, but today –with the capabilities of technology and the ever-changing demands of the global economy– change is a state of being. For innovation and organizational change to be successful, we need to recognize that change management isn’t reserved just for Change Managers. It’s everyone’s job to have the strategies, tactics, skills, and frameworks for making change happen. Change management has traditionally been organized around the assumption that we implement a big solution (e.g., system, framework, process, a new way of working) and then change behaviors (i.e., skills, disciplines, habits) afterward. But what if it is really the other way around? What if changing people should in fact come first? This presentation explores what change management is in practice today and reimagines what it could be tomorrow too. The session shares tactical, everyday change management practices to improve your behavior and that of your organization and team, along with key learnings.

    Date: Wednesday, March 22, 2023
    Time: 12:30 PM to 1:30 PM ET

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

    • The 24-HOUR Rule, which says you have to reprocess, rewrite, or rethink information in 24 hours to boost your productivity and ability to action information
    • Groundhog Trap, which uses techniques to stop runaround conversations about future projects or past decisions to unstick projects and drive momentum
    • Information Management 101 Conundrum, principles for overcoming the dissonance between how we handle information today vs. how we access it in the future.
    • Six Steps of Dynamic Documentation, which is about using documentation as a problem-solving approach to drive innovation, leadership, and change

    Speaker's Bio: Adrienne Bellehumeur is Director and Co-owner of Risk Oversight, a leading Canadian firm specializing in governance, risk and compliance, internal audit, SOX, and CSOX programs. She is also the founder of Bellehumeur Co., where she consults, speaks, trains, and writes on documentation and workflow best practices. In her 17 years as a business owner and consultant, she has developed a practice she calls “Dynamic Documentation” that helps teams, projects, and organizations solve their problems and achieve their goals. Driven to help companies – and individuals – leverage their knowledge, manage their risk, and enhance their productivity, Adrienne believes everyone can work better and smarter through more effective documentation practices. She is the author of THE 24-HOUR RULE—and Other Secrets for Smarter Organizations, (BenBella/Penguin Random House March 2023) which is her second book on documentation best practices. You can contact Adrienne at adrienne@riskoversight.ca, at Adrienne Bellehumeur | LinkedIn, or @ABellehumeur. You can contact Adrienne for speaking engagements at https://www.bellehumeurco.com/speaking. You can subscribe to Adrienne's newsletter Leverage Your Knowledge at https://www.linkedin.com/newsletters/6906991100427423744/.

     

    You can also register here.

    #change management
    #CompanyCulture
    #documentation
    #DigitalTransformation
    #InformationGovernance
    #CIP
    #OrganizationalCulture


  • WEBINAR: A Forms and Document Capture Solution in M365? Say What? | AIIM & Cadence Solutions

    Mar 22, 14:00 - 14:45 (ET)

    Pick any important process, and you can bet that there is at least one document at the heart of the workflow. Indeed, activities like loan origination, customer case management, accounts payable, or employee onboarding all rely on documents and forms to get the job done. How well we manage this content has a direct influence on how well the people and processes within our organization perform.

    In this webinar, we will examine the power of new AI-assisted forms and document capture features within Microsoft 365. Join our guest experts from Cadence Solutions for an in-depth demonstration of Microsoft Syntex, a service that uses advanced content artificial intelligence and machine learning to provide an end-to-end intelligent document processing solution. We will learn how to:

    • Perform Field Capture on forms, invoices, receipts, and more
    • Generate documents on mass with Content Assembly
    • Utilize Syntex for legacy repositories to classify, tag, and migrate content

    Join us as we explore how to automate content-based processes – capturing the information in business documents to extract, analyze, and categorize the data.


  • AIIM+ Meeting the Challenge: Privacy-Enabling Your Records Retention Schedule

    Mar 28, 13:00 - 13:45 (ET)

    Many organizations are realizing that privacy requirements - including not retaining personal information any longer than necessary - are dictating how the organization deals with data.

     These privacy requirements are often in direct conflict with record retention requirements. Furthermore, some organizations want to create a “data retention policy,” when they already have a records retention schedule. Conflicting requirements and policies can create trouble for both privacy and records programs.  

    Join Kerry Childe, Esq., CIPP/US, and Mark Diamond from Contoural as we will discuss how to privacy-enable your records retention schedule. Topics will include merging privacy and records requirements into a single schedule, resolving privacy deletion and record retention conflicts, and how establishing data retention business purposes "no longer than necessary."  

    Join us for what is certain to be a lively discussion.


  • 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