Friend Center Princeton University William Street Princeton, NJ
INFORM22
June 15, 2022 8:30-5:00 pm rEGISTRATION
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GOVERN SECURE PROTECT MANAGE
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WHO WE ARE ARMA New Jersey (ARMA NJ) is a chapter of ARMA International a not-for-profit professional association and the authority on governing information as a strategic asset. The ARMA NJ Chapter supports the "Vision and Mission" of ARMA International while ensuring its local members are provided with training and education that meets current day industry requirements. ARMA International was established in 1955 and the New Jersey Chapter followed shortly thereafter. From its inception, ARMA NJ has established broad goals that enable the chapter to remain firmly rooted in its values while adapting to the future outlook of information and technology. CHAPTER LEADERSHIP TEAM Jacki Cheslow | Chapter President & INFORM22 Chair Anne Marie Philips | Immediate Past President Lori Green | Executive Vice President Seth Beim | Vice President Technology & Special Projects Dana Van Deusen | Vice President Membership Clayton McGahee | Acting Vice President Professional Development Pauline Drummond | Treasurer Angel Ramos | Secretary Ann Gorr | Director & INFORM22 Programming Chair Jim Koziol | Director BJ Johnson | Director
THOUGHT LEADERS, TECH TRENDS, NETWORKING AND MORE
From its inception, ARMA NJ has adopted broad goals that enable the chapter to remain firmly rooted in its information governance and records information values. Back at Princeton for our third INFORM Conference, our goal remains to provide information and records management, cybersecurity, privacy, and other information governance professionals access with compelling content from top industry experts on trending IG topics and emerging technology. With a targeted multi-track program and vital networking opportunities, the ARMA NJ INFORM conference truly rivals national conferences.
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Each year, we are fortunate to be able to engage a unique and diverse group of distinguished speakers who are often featured at national and international events. Attendees experience two keynotes, two educational programming tracks and one unique cocktail & networking experience all without leaving the beautiful Princeton campus.
Wednesday, June 15, 2022
9:40-10:30
Information Governance & Managing Evolving Modern Collaboration Content (Session ID: 201-22) Room FC-004 2022 will continue to consist of employees located everywhere and relying upon Microsoft Teams, Zoom, Slack, Text Messaging, and a wide array of mobile apps to get their jobs done. This is having profound effects on Information Governance as well as organizations as they struggle to get their information under control while striving to meet regulatory/compliance as well as records/archiving needs.How can organizations prepare for and manage the never-ending onslaught of persistent chats, video recordings, whiteboards, and emojis? What are the most common challenges organizations can expect in managing and discovering interactive, multi-modal, and collaborative content? How can organizations implement information governance practices to remain prepared for today’s digital communications? How can organizations create greater visibility into the business activities of remote employees, including the use of prohibited tools/shadow IT? Presenters: Anthony J. Diana, Esq. | Partner | Tech & Data Group | Reed Smith, LLP, Tom Bachrach | Senior Solutions Architect |Smarsh, Inc. and Nick Inglis, CIP, IGP, INFO, ERMM | Director Of Information Governance | iPro Founder | InfoGov.Net
Successful IG – Importance of Cross Departmental Collaboration and Relationship Building (Session ID: 202-22) Room FC-006 It has been said that“it takes a village”to develop, implement and maintain a successful information governance environment. Information Governance adoption depends on the education, buy-in, and collaboration of everyone within an organization.With that in mind, it stands to reason that the ability to forge relationships with other departments is an integral component of meeting with Information Governance Success. Cross-departmental collaboration involves more than merely cooperating with other teams. It is about sharing a common vision, mutual respect, and understanding one another’s goals and initiatives. Join us to learn how you can: ●Identify collaboration challenges and opportunities within your organization, ●Apply proven strategies and techniques to build a collaborative environment, and ●Explore a variety of techniques for building relationships amongst your peers and colleagues. Presenters: Leigh Isaacs | DLA Piper (US) | Director, Information Governance and Andrew Corridore| Akin Gump Strauss Hauer & Feld (US) Information Governance Compliance Manager
7:45
Registration, Breakfast and Networking - EXPO HALL
8:30
Opening Remarks ARMA NJ Conference Team - Room 101
8:40 - 9:30
KEYNOTE: THE OPPORTUNITIES & RESPONSIBILITIES OF DATA (Session ID: 101-22) - ROOM 101 Data is fueling innovation across all industries, unleashing potentially unlimited opportunities and growth.But, the possibilities of data are burdened with unique ethical and societal challenges for governments, companies, and individuals.We will canvass the principles and practices that underpin the emerging field of data ethics and offer a roadmap for responsible innovation. Keynote Presenters: Bert Kaminski, Esq. | Google | Director, Legal-Google Cloud and Kevin Fumai,Esq. | Oracle | Assistant General Counsel Moderator: Ann Gorr, IGP | Ann Gorr, LLC | Legal Technology Consultant & Information Governance Strategist
10:30-11:00
Networking Break - Expo Area
12:00-1:00
Lunch and Networking | Convocation Room – Room 113
1:00-1:50
KEYNOTE: Trusting Machines Over Humans:Can I Trust AI For Data Classification & Management? (Session ID: 401-22) Room 101 It’s time for Records Managers and Information Governance professionals to go all in on the use of Artificial Intelligence and Machine Learning for discovering, classifying and managing business sensitive data.David will share his market experience as to why so many organizations remain hesitant and not sure about adopting these new technologies.Why aren’t more Information Governance professionals using AI/ML as the core way of managing content in their enterprise?If AI/ML can be used to track asteroids and other cosmic bodies in space, predict diseases on earth or drive cars on a crowded freeways, why isn’t it being broadly adopted in Information Governance and Records Management programs? As a highlight of his talk, David will present findings of an exclusive survey conducted specifically for this conference exploring current perceptions on AI/ML by information governance professionals and the reasons why organizations are lagging when it comes to adopting these technologies to support their on-going information governance and data management programs.He will also discuss the impact of AI/ML on the information governance and records management profession as well as offer prescriptive advice on how your organization will directly benefit by deploying solutions using these importance technologies. Keynote Presenter: David Gould | EnCompaaS | Chief Customer Officer and Subject Matter Expert
11:10-12:00
NEXTGEN Information Management: Navigating a Shifting Landscape (Session ID: 301-22) Room FC-004 “Hey, it’s crazy out there!” To deal with unknowns and complexity, our programs need to be agile and responsive to change. Designed to be an interactive session, NEXTGEN Information Management will give you the opportunity to share and gather real world practical tips for future proofing your program and ensuring you successfully navigate through the coming years. Presenter: Jacki Cheslow, CRM, CCEP, CCEP-I | Global Compliance Program Leader | IEEE
Preparing For A Cyber Storm ~ Best Practices In Cyber Defense (Session ID: 302-22) Room FC-006 As the threat landscape grows more complex, recent guidance from the United States Department of Homeland Security advises companies — large and small — to be prepared to respond to disruptive cyber-attacks. Today, no industry or sector is immune to cyber threats and vulnerabilities. Unfortunately, for some leading commercial enterprises, law firms and other third parties, these cyber failures have come at a great cost for the organization both from a financial and reputational perspective. It behooves any organization with vulnerable electronically stored data to revisit their cyber incident response plan, conduct vulnerability assessments, execute threat hunting exercises, and review government advisories for valuable cyber threat intelligence. We invite you to join us for this pertinent and trending educational session where leading Information Governance, Security, Privacy, and Risk panelists will discuss how the need for enhanced cybersecurity and an understanding of the associated cyber-risks are forever enmeshed within our corporate societies Presenters: Ann Gorr, IGP | Legal Technology Consultant | Ann Gorr LLC, Daniel Garrie, Esq. | Co-Founder | Law and Forensics, LLC, Ignatius Grande, ESQ. | Director | Berkeley Research Group, LLC and Scott Nawrocki | Managing Director | Digital Investigations & Cyber Defense | Nardello & Co.
2:00-2:50
WHERE THE LINES BLUR: DEFINING KM AND IG IN YOUR ORGANIZATION (Session ID: 501-22) Room FC-004 Organizations understand the immense value of having a robust information management strategy. However, they may not intuitively know the many benefits of collaboration between Information Governance (IG) and Knowledge Management (KM). In this session, our group of experts will share their expertise on best practices, long term strategic planning, and benefits to be reaped from these two disciplines working together to meet organizational goals.They will cover how to capture precedent documents, legacy work products, and other operational knowledge as well as evaluate new technology to support the business needs, with attention on the information governance lifecycle. Deliberate inclusion of solid IG principles ahead of implementation will help in the longer-term strategy of information management in an organization.The cross-functional speakers will explore where the lines intersect and explain how you can add clear definition to each role to make your program a success. Presenters: Vishal Agnihotri| Alston & Bird | Senior Director, Knowledge and Innovation, Andrew Medeiros| Troutman Pepper | Director of Innovation Solutions, Joe Davis | Davis Wright & Tremaine, LLP | Manager of Knowledge Management Solutions and Leigh Isaacs | DLA Piper (US) | Director, Information Governance
IG STRATEGIES FOR MANAGING AND PROTECTING YOUR CORPORATE BRANDING AND ONLINE PRESENCE (Session ID: 502-22) Room FC-006 It’s a jungle out there! Despite companies’ best efforts to control their digital marketing footprints while improving their brands, one misstep by a company representative, a one data breach incident, or one post by a disgruntled employee or customer can create significant reputational damage.As a member of your organization’s IG team – your company’s digital marketing technology stack, website, and social media environment may fall under the umbrella of your IG realm.There are so many moving parts to consider.At this session, learn how you can help protect your company by: - Understanding and preparing to counter the most significant reputational risks - Drafting and implementing sensible and practical electronic communications and social media policies - Conducting employee training - Monitoring internal communication - Monitoring and responding to external social media - Identifying and controlling marketing tech stack data stewards - Prioritizing data security and remediating obsolete data - Leveraging internal and external legal and public relations resources effectively Presenters: David R. Cohen, Esq. | Reed Smith LLP | Partner| Records & E-Discovery Practice Group, Minoo Razavi | ActiveNav Director Digital Marketing and Jeffrey Salling | Novartis | Global Director of eDiscovery & Senior Legal Counsel
2:50-3:10
3:10-4::00
Navigating the Information Governance Highway:Insights from a Successful Information Governance Team Leader (Session ID: 601-22) Room FC-004 As we focus on building and expanding upon our own Information Governance organizations, we know it’s a journey. As the saying goes: “Rome wasn’t built in a day!” Join respected IG dignitary Nick Inglis as he interviews Rudy Moliere, a leader in Information Governance who has developed a unique roadmap to consistently meet with IG Success. During this interactive session between these two IG giants, Moliere will share his insights about team building, focusing on excellence in information betterment, and the pathways he pursued in enabling his team to meet their overarching IG. Presenters: Rudy Moliere | Morgan Lewis & Bockius, LLP| Director of Information Governance, Nick Inglis| iPro |Director of Information Governance | Founder | InfoGov.net
Microsoft Teams Technology: Considerations in a INFORMATION Governance World (Session ID: 602-22) Room FC-006 With over 270 million monthly active users as of January 2022, Microsoft Teams is an application that needs to be clearly understood from a Data Governance perspective. This session will cover a wide variety of topics including: When to use Teams What data lives in Teams and where does it live? Information Governance and Data Privacy considerations with Teams Data Classification considerations Retention Policies vs Retention Labels Scope: static vs adaptive scopes and default library labels Baseline policies vs targeted policies Presenters: Karen Allen | Information Governance Manager | Wiley Rein, LLP, Jim Koziol | Director | Advisory Services | Lighthouse Global | Julie Mccoy | Microsoft Compliance Technical Specialist | Microsoft Corporation
4:10-5:00
Beware the Tech Untouched - How to Harmonize People, Process & Technology to Innovate Your Business Processes (Session ID: 701-22) Room FC-004 Innovating your organization’s business processes goes beyond selecting the shiniest tech tool. The key to innovation is linking people and process with the right tech stack. However, tech selection is only the beginning. Change management is essential to prevent investment in new tech tools from becoming untouched ‘shelf-ware,’ especially as the pace of innovation exceeds people’s capacity to learn and keep up. Join us for a discussion on how to best evaluate, implement, and boost adoption of the right products for your organization to streamline processes and maximize ROI. Presenters: Matthew K. Blaine, Esq. | Davison, Eastman, Muñoz, Paone P.A. | Shareholder | Technology and Innovation Chair, Curt Meltzer| Litera | Corporate Evangelist, Valerie Pennacchio | Litera | Manager, Practice Advisors (Workflow) and Brian Watson | Goodwin | Senior Practice Manager | Private Equity
The Information Governance Impact on the Adoption of Blockchain & Crypto Technology (Session ID: 702-22) Room FC-006 We've all heard about the "immutable public ledger" by now, and its most well-known use case as a mechanism for transmitting value via cryptocurrency implementations like Bitcoin and Ethereum. But what about its uses for RIM and IG? A "record of records" in its purest form, does the blockchain really have the potential to revolutionize how we interact with our information, from origin and custodianship, to retention and disposition? Join a panel of attorneys and technologists as they weave in the practicality, legality and fascinating technological potential of "Web3" for things such as: Distributed "trustless" data storage and identity management Public vs. private blockchains, utility tokens and governance instruments Operationalizing the “Information Governance of Tomorrow”. Presenters: David Cass, Esq. | Law & Forensics, LLC | Senior Partner Co-Founder | Global Cyber Institute; New York, NY, Daniel B. Garrie, Esq. | Law & Forensics, LLC |Co-Founder and Eugene Stakhov, CRM, IGP | enChoice Senior Information Architect
5:00
Closing Remarks - Session Rooms
Networking Reception 5:30-7:30 Raffle Prize Drawing Louis A. Simpson International Building Atrium
Silver Sponsors
Gold Sponsors
Event Host
Platinum Sponsor
Thank You to our Wonderful Business Partners!
Afternoon Break Sponsor
Lunch Sponsor
Friends of ARMA NJ