2018 Conference Speakers


CONFERENCE SPEAKERS

Matthew K. BlaineEsq. | Paul Bond, Esq. | Jacki Cheslow, CRM, CCEP, CCEP-1 | David Cohen | Anthony J. Diana, Esq. | Ronké Ekwensi, CIPM, CIPP/E | Sofia Empel, PH.D., IGP, CRM, CDIA+ | Dennis C. Garcia | Ann E. Gorr, IGP | Jocelyn Gunter, CPA, IGP | David W. Gould | Mary Hamm, CRM, IGP, ERMP | Nick Inglis | BJ JohnsonBert G. Kaminski, Esq. | Richard Kessler | Bryon Koepke | Jim Koziol | Rich Lauwers | Anna Lebedeva, CIPM, IGP, PMP | Rudy Moliere | Rebecca Rakoski, Esq. | Daniel B. Rodriguez | William Saffady, PH.D. | Carl Schriefer | Zachary Schroeder | Sandra Serkes | Linda G. Sharp, ESQ., MBA, CLSP | Eugene Stakhov, CRM, CDIA+ | Russ Stalters | Jill Sterbakov, Esq. | MacDonnell Ulsch | Jud Welle, Esq.

Matthew K. Blaine, Esq.
Partner | Tech Innovation Chair
Davison, Eastman, Muñoz, Lederman, & Paone P.A.

Matt Blaine is a partner at Davison, Eastman, Muñoz, Lederman & Paone and chairs the firm’s Innovation & Technology Committee where he spearheads the firm’s technological advancements.  He is passionate about forging a culture that understands the importance and implementation of cybersecurity and information governance measures within any business environment.

Matt is a frequent speaker on legal technology issues, and focuses on matters involving practical and ethical considerations of metadata, the impact of artificial intelligence on the practice of law, championing technological change and process improvement within law firms, digital security, information governance, and addressing e-discovery issues. 

Matt’s law practice concentrates on business law and litigation, commercial law and employment law. He also advises on transactional matters, including technology contract negotiations, business formations, acquisitions, mergers/consolidations and dissolutions.

He received his J.D. from Rutgers School of Law in 2008 and his B.A. from Rutgers University in 2004.

Conference Program Participation:   
“Strategies/Best Practices For Protecting Sensitive Data In Litigation/Regulated Environments”



Paul Bond, Esq.
Partner, Co-Practice Leader, Information Technology, Privacy & Data Security Group
Reed Smith

Paul is the co-practice leader of the Information Technology, Privacy & Data Security Group and member of the IP, Tech & Data Group. He focuses his practice in the areas of data security, privacy, and artificial intelligence. Identified by one publication as "an established talent in an emerging field," Paul helps our clients make best use of new technologies, including opportunities for automation, while identifying and managing the relevant risks.

In addition to helping Reed Smith clients set their data and technology strategy, Paul has helped clients defend tech and data-related class actions, major cybersecurity and hacking litigation, and respond to government investigations in these areas.

 Conference Program Participation:
“Cyber Threats and Risk: The Next Generation


Jacki Cheslow, CRM, CCEP, CCEP-1
Director, Business Ethics & Compliance
Avis Budget Group, Inc.

Jacki Cheslow, CCEP-I, CCEP, CRM is Director, Business Ethics and Compliance for Avis Budget Group which operates in 180 countries around the world. In her role, she has responsibility for the Company’s Business Ethics & Compliance and Information Governance programs. Jacki has more than 20 years of experience in assessing, analyzing, remediating and monitoring of risks associated with business activities, processes and systems, policy management, training, and program measurement.

Jacki is a member of the SCCE, the NJ Corporate Compliance Roundtable and ARMA International where she is currently serves on the Board of Directors as the Immediate Past President of the NJ Chapter. Jacki holds a B.S. in Business Assurance & Security and has presented previously at The Institute of Internal Auditors/ISACA e-GRC Institute, ARMA International Annual Conference, the NJ Corporate Compliance Roundtable, European Ethics & Compliance Institute and many others.

Conference Program Participation:
“ETHICS IN INFORMATION MANAGEMENT”


David Cohen
Partner, Chair, Records & eDiscovery Group
Reed Smith

David is the chair of Reed Smith’s Records & E-Discovery Group. He has over 30 years of commercial litigation experience in a variety of subject matters. David serves as special e-discovery counsel in many cases, represents companies in complex litigation matters, and also counsels clients on records management and litigation readiness issues.

David was involved in setting up the E-Discovery Special Masters (EDSM) program in the U.S. District Court for the Western District of Pennsylvania, and he has been appointed to serve as an EDSM in three separate cases by three different Federal judges. He also served on the Pennsylvania E-Discovery Rules Subcommittee, chaired by Allegheny County, PA Common Pleas Judge Stanton Wettick.

In addition, David has designed and presented e-discovery training programs for judges and neutrals around the country; has authored numerous legal publications; and is a frequent presenter at continuing legal education seminars regarding e-discovery, technology, and litigation tactics.

Conference Program Participation:
“Flag Day” Update on the GDPR Rollout”



Anthony J. Diana, Esq.
Litigation Partner, Records, eDiscovery, IP, Tech & Data Groups
Reed Smith

 Anthony is a litigation partner in the Records & E-Discovery and IP, Tech & Data groups. He focuses his practice on commercial litigation, internal and regulatory investigations, electronic discovery and information governance, and data privacy and security. 

Conference Program Participation:
“THE FUTURE IS NOW: MANAGING MESSAGING DATA BY GETTING READY FOR MICROSOFT O365”


Ronké Ekwensi, CIPM, CIPP/E
Executive Director of Data Management
Prudential Financial

Ronké Ekwensi is seasoned executive with extensive experience in data & information governance, data strategy, data privacy and electronic discovery. Her industry experience includes healthcare, bio-pharmaceutical, power, technology, consumer electronics and management consulting.

Ronké currently serves as Vice President of Data Management for Prudential Financial. She has served as in various senior information/data governance capacities in companies such as Aetna,
Baxalta, Duff & Phelps, and Pfizer. She is a recognized leader and frequent presenter on information governance, data privacy, Big Data and electronic discovery topics. Ronké is on the Board of Advisors for the Cardozo Data Law Initiative.

Conference Program Participation:
“Unified Data & Information Governance – Shifting From a Defensive to an Offensive Posture”
“Alphabet Soup:  Professional Development Pathways in RIM, Information Governance, and Privacy”


Sofia Empel, PH.D., IGP, CRM, CDIA+
Director, Information Governance
Contivi, LLC

Sofia Empel is the Director, Information Governance at Cotiviti LLC, an analytics and payment integrity company. Dr. Empel has more than 30 years of consultancy experience specializing in records and information management program development, training, technology implementation, and other analytical services. She frequently teaches, writes, and speaks on Information Governance and RIM related topics.

Conference Program Participation:
“WRITING RIM PROGRAM POLICIES: FOUNDATION OF GOVERNANCE”



Dennis C. Garcia
Assistance General Counsel
Microsoft Corporate Legal & External Affairs

Dennis Garcia is an Assistant General Counsel for Microsoft Corporation based in Chicago. He practices at the intersection of law, technology and business and provides a wide range of legal support to Microsoft’s Sales, Marketing and Operations teams across the United States. Prior to joining Microsoft, Dennis worked as an in-house counsel for Accenture and IBM.

Dennis received his B.A. in Political Science from Binghamton University and his J.D. from Columbia Law School. He is admitted to practice in New York, Connecticut and Illinois (House Counsel). Dennis is a Fellow of Information Privacy, a Certified Information Privacy Professional/United States and a Certified Information Privacy Technologist with the International Association of Privacy Professionals.

He serves on the Board of Directors of Illinois Legal Aid Online, the Minority In-House Counsel Association and the Association of Corporate Counsel – Chicago Chapter. Dennis is also a Fellow-Elect to the 2018 Class of the College of Law Practice Management.

Conference Program Participation:
“AFTERNOON KEYNOTE PRESENTATION: 
Artificial Intelligence (Ai) For Legal, Compliance And IG Professionals


Ann E. Gorr, IGP
Legal Technology Solutions Consultant  & Information Governance Strategist
Ann Gorr LLC

Ann Gorr is a legal technology consultant/advisor, information governance strategist, subject matter expert and avid technology evangelist.  She is truly “fluent in legal technology” and recognized for the development and execution of innovative Legal IT strategies for her small-to-midsized law firm and corporate legal clients in the Information Governance/Enterprise Content Management and Compliance arenas.  With over 25 years of experience in the  legal technology environment, her expertise is derived from her focused interaction with law firms and corporate legal departments within the SMB market ranging from the small firm/CLD with 5 – 10 attorneys to that of 200 attorneys.  She has the ability to translate technical information into practical/concise concepts, to find simplicity in complexity, to execute change management, and to bring about consensus with technology projects by reducing issues to manageable solutions.  Ann often serves as a champion of  change in the SMB law firm/corporate legal department by interacting with team members to strategically design and implement focused Information Governance initiatives for an organization. 

Conference Program Participation:
“AFTERNOON KEYNOTE PRESENTATION: Artificial Intelligence (Ai) For Legal, Compliance And IG Professionals


Jocelyn Gunter, CPA, IGP 
Chief Executive Officer
ARMA International

As the Chief Executive Officer of ARMA International, Jocelyn Gunter blends the magic of data and the art of human relations to achieve the best possible outcomes for the membership, the industry, and the association itself.

Gunter has over 10 years of experience in external audit, internal compliance, and strategic financial management. She has transitioned her experience as a CPA to Association Management leading ARMA in many operational areas including finance, sales, marketing and education. She is an IGP with a holistic perspective of managing information as an asset in every facet of an organization.

Jocelyn  was formerly the Interim Chief Staff officer at ARMA International, and before that served as its Chief Financial Officer and is credited with refocusing the organization’s resources and efforts on the areas that best empower its membership and the industry. She brings to ARMA a new energy and passion that she hopes will ignite engagement from current and future members alike. She also serves as the President on the Board of Directors for Just Food, Inc., a local food bank.

Conference Program Participation:
“Alphabet Soup:  Professional Development  Pathways in RIM, Information Governance, and Privacy”


David W. Gould
World Wide Director
Secure Content Management Solutions

David Gould is the Micro Focus WW Director of Secure Content Management solution suite that covers file analytics, archiving, records management and enterprise content management.  He also serves as a Subject Matter Expert on Information Governance, Data Discovery and Enterprise Content Management. 

He is the senior Micro Focus leader for the business unit management, product strategy, new and existing product development and go to market programs for the SCM solution that includes ControlPoint, Structured Data Manager and Content Manager.  Micro Focus Secure Content Management solutions helps all enterprises, commercial and governmental, better manage the total information lifecycle to lower cost, meet compliance and reduce information risk.

David has extensive experience in managing and developing software solutions focusing on improving business productivity and efficiency. He has run the SCM business suite since 2010 and directed the development and evolution of the company’s records management, ECM, file analytics and archiving businesses. 

Prior to Micro Focus, he co-founded, built, and managed Alinion, a cloud applications company focusing compliance and governance solutions. Gould has also served as vice president of Corporate Marketing for Fujitsu America for nearly eight years, a multi-national technology firm and started two successful technology marketing consulting firms.

David is a graduate of UCLA with a Bachelor of Arts degree in political science major.  He resides in San Anselmo, CA where he is an avid road bicyclist and golfer.

Conference Program Participation:                      
“Keynote Speaker: What You Don’t Know Can Really Hurt You


Mary Hamm, CRM, IGP, ERMP,
National Information Governance Manager
Drinker Biddle & Reath LLP

Mary is the National Information Governance Manager for Drinker Biddle and Reath LLP, a national, full-service law firm with more than 600 lawyers located across 12 offices. Based in the firm’s Florham Park, NJ office, Mary is responsible for managing Information Governance projects and implementing best practices on a firmwide basis.

In addition to her role within the firm, Mary is actively involved with several professional associations which have a focus on Technology, Records & Information Management, and Information Governance including ARMA, ICRM, AIIM and ILTA. Currently, Mary is serving on the Board of Directors for the ARMA New Jersey Chapter as the Executive Vice President.

Conference Program Participation:
“ALPHABET SOUP - PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/IG/PRIVACY”
 


Nick Inglis 
President
Information Coalition

Nick Inglis is President of the Information Coalition, a leading provider of resources and best practices for the information profession, as well as Co-Founder of The Information Governance Conference, the leading conference focused on the discipline of Information Governance. Inglis is the author of the AIIM SharePoint Governance Toolkit and creator of the Information Governance Model. Mr. Inglis is a recipient of the Providence Ambassador Award receiving a citizen citation from Providence Mayor Jorge Elorza, and was recently named a Rhode Island "50 on Fire" for his work with both the information profession and his public advocacy.

Inglis has been a contributor to U.S. News & World Report, Yahoo! Finance, CMSWire, and others; he is the editor of INFOGOVmag. In addition to his work with the information profession, Inglis also leads public advocacy campaigns, working on ushering a subsidized college proposal through the RI State House - leading to Rhode Island becoming the 4th state in the U.S. to offer free community college to every graduating high school student, and currently is helping usher a proposal to establish Net Neutrality at the state level through to legislative passage.

Prior to his Co-Founding and leading the Information Coalition, Mr. Inglis served as the Director of Professional Development at AIIM and was one of the youngest Assistant Vice Presidents in Bank of America's history. Inglis is the Co-Creator of the ARMA Information Governance Professional (IGP) educational course. When not adding to his collection of certificates and certifications (CIP, IGP, ERMm, SharePointm, BPMm, E2.0m, ECMm, IMCP), he is likely spending time with his son, Conor Atom.

Conference Program Participation:
“ALPHABET SOUP - PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/IG/PRIVACY”


BJ Johnson
Senior Specialist; Digital Solutions & Marketing 
Access Information Management

BJ is a Senior Solutions Specialist with Access Information Management where he works in Sales and Marketing. He is an ARMA NJ Board Member and has worked in the information management industry for over 17 years in areas including; record center operations, document conversion, account management, customer care, sales and marketing.

As a member of the Sales team, BJ consults with client organizations to implement solutions that improve business processes, compliance and security. He also serves as a subject matter expert for the Access Marketing team where he assists in content development, trade show planning, and social media strategies. Prior to his career journey at Access Information Management, BJ worked at Barnes and Noble.com and for a division of Marvel Entertainment.

Conference Program Participation:
“Developing A Paperless/PaperLite/Digitization Initiative”


Bert G. Kaminski, Esq.
Chief Commercial Counsel
GE Digital

Bert Kaminski serves as Chief Commercial Counsel at GE Digital, where he advises all levels of business and executive management on a broad range of technology related-issues.  Bert specializes in transactions related to the Industrial Internet of Things, cloud computing, and software licensing, as well as with issues involving cybersecurity, privacy, artificial intelligence, machine learning and data science.

Prior to joining GE Digital, Bert served over 16 years at Oracle as an Assistant General Counsel.  While at Oracle, Bert managed the Cloud Legal team and was the lead attorney globally for Oracle’s cloud computing and information technology managed services businesses.  

Prior to joining Oracle in 2000, Bert was a litigation associate with Rosenman & Colin (now Katten Muchin Rosenman LLP) in New York City.

Currently, Bert serves as a member of the Board of Directors of the New Jersey chapter of the Association of Corporate Counsel (ACC), and is the Board’s Vice President of Committees and co-chair of its Technology Law Committee.  Bert is the Immediate Past President of the chapter. 

Bert is graduate of New York University with a B.A. degree in Economics and a graduate of Fordham University’s joint J.D./M.B.A program.  Bert recently earned a Certificate from the Massachusetts Institute of Technology on the topic of “Artificial Intelligence: Implications for Business Strategy”.

Bert is a member of the New York and New Jersey Bars.

Conference Program Participation:          
“Cyber Threats and Risk: The Next Generation”


Richard Kessler
Director, Cyber Security Services, Strategy & Governance

Rich is a Director in the Cyber Security Services practice and specializes in information governance, data governance, and operational risk control. He is part of the Strategy and Governance pillar with a specific focus on enterprise data and information governance (IG), and privacy.

As a key facilitator for digital transformation, he has led global programs to simplify and improve complex data-related policies, business and technical requirements, operational risk management and control processes, investigative functions, compliance monitoring, and change management. He has managed electronic communications archiving operational environments and has designed, implemented and managed corresponding global data quality management functions. He advises firms on ways to design and implement programs that address IG, records and information management (RIM), electronic discovery, privacy/EU GPDR compliance, operational risk management, litigation readiness and response, data governance, technology risk, and enterprise change management. He has extensive experience working with organizations in the financial services, pharmaceutical, healthcare, biotech, legal services, insurance, retail, and aerospace industries, as well as with assisting law firms and attorneys with litigation, regulatory, and general investigative readiness and response.

Conference Program Participation:
“UNIFIED DATA & INFORMATION GOVERNANCE – Shifting From a Defensive to an Offensive Posture”


Bryon Koepke 
Senior Vice President
Avis Budget Group, Inc.

Bryon Koepke is senior vice president, chief securities counsel for Avis Budget Group, Inc.  In his position, Mr. Koepke is responsible for a wide variety of legal affairs within the Company, including securities, corporate finance, litigation, regulatory and compliance, legal operations, tax, corporate governance and public company reporting.  Prior to joining Avis Budget Group, Mr. Koepke was securities counsel and assistant secretary for Caterpillar Inc. where he managed securities, corporate finance, financial reporting and corporate governance matters for Caterpillar and its financial subsidiary, Caterpillar Financial Services Corp.  Before working as a corporate attorney, Mr. Koepke served as a senior attorney within the U.S. Securities and Exchange Commission.  Mr. Koepke received his bachelor’s degree from Vanderbilt University, his Juris Doctorate degree from Washburn University Law School and his LL.M. from the Georgetown University Law Center.  

 Conference Program Participation:
“ETHICS IN INFORMATION MANAGEMENT”


Jim Koziol 
Director, Technology and Business Transformation
BDO

Jim Koziol is a Director in BDO’s Technology and Business Transformation Practice, with a focus on data and information governance services. He has more than 25 years of experience planning and implementing strategic information governance and information risk management programs.

Jim provides expertise and guidance on planning, designing, implementing and managing records management systems. He has facilitated executive-level discussions for global clients on cloud migration strategy, change management, enterprise data classification and other corporate transformation programs. Jim effectively brings legal, information technology and compliance organizations together to collaborate on initiatives involving messaging compliance, email archiving, electronic discovery, litigation support and data remediation. Jim has worked with clients on information governance and data privacy initiatives, including requirements definition, vendor evaluations, tool selection and data migration, and he has provided information security and data governance services across vertical markets. He concentrates his practice on the financial services and non-profit industries,

Prior to joining BDO, Jim worked at a Big Four accounting firm, focusing on information governance strategy development, including information and records management programs and implementation. He is a recognized thought leader in information governance, and has presented at several industry conferences and vendor events as both a speaker and a panelist. He is a Certified Information Systems Security Professional (CISSP) and ARMA certified Information Governance Professional (IGP).

Conference Program Participation:
“FLAG DAY” UPDATE ON THE GDPR ROLLOUT


Rich Lauwers
Information Governance Consultant

Rich Lauwers is an Information Governance Consultant assisting clients in developing strategic solutions for tackling the toughest information management and governance challenges.

He has been in the information technology and management industry for over 20 years, serving in-house and consultative roles for FORTUNE 500 and AMLAW 100 firms.

Rich is a member of ARMA International and AIIM International, the leading professional associations for the information management industry, and has earned the Certified Information Profession designation, conferred by AIIM. He speaks regularly on a variety of topics in information management at the local and national levels.

Conference Program Participation:
“MANAGING DATA AS AN ASSET ”


Anna Lebedeva, CIPM, IGP, PMP
Vice President, RIM Compliance
Credit Suisse

Anna Lebedeva, IGP, CIPM, PMP, is a Vice President of RIM Compliance at Credit Suisse Bank. Her RIM accomplishments include establishing RIM program from ground up, developing retention schedules, standing up legal hold processes, and working on electronic records strategies. Anna has recently focused on regulatory compliance, information security, and privacy areas. In her previous years, Anna had extensive experience in software development and project management.

Anna earned her MS in Software Engineering from Fairfield University and BS in Finance from University of Bridgeport. Anna has been active with ARMA International at the chapter and international levels. She is a member of a small groups of subject matter experts selected by ARMA International to participate on IGP Certification Exam Writing Committee. Anna serves as Vice President – CIO on the Board of the Metropolitan NYC Chapter and as Vice President – Secretary on the Board of the Connecticut Chapter. She also serves on the University of Bridgeport Industry Advisory Board for the School of Engineering.

Anna holds an Information Governance Professional (IGP), Certified Information Privacy Manager (CIPM), and Project Management Professional (PMP) certifications.

Conference Program Participation:
“Alphabet Soup - Professional Development Pathways in RIM/IG/PRIVACY”


Rebecca Rakoski, Esq.
Managing Partner and Co-Founder
XPAN Law Group

Rebecca Rakoski is the co-founder and managing partner at XPAN Law Group, a certified Women’s Business Enterprise (“WBE”) and Women Owned Small Business (“WOSB”). XPAN is a boutique law firm focusing exclusively on cybersecurity and data privacy. Rebecca uniquely understands how technology intersects with her client’s legal obligations and liabilities. She has extensive experience in cybersecurity standards and guidelines such as HIPAA, NY DFS, FTC, NIST, ISO, for cybersecurity and data privacy. Rebecca also focuses on domestic data privacy and cross border data transfer issues.

Rebecca performs in-depth cybersecurity assessments, audits, and gap analysis. She advises and drafts internal and outward facing policies and procedures governing cybersecurity, including breach response/disaster recovery plans and counsels clients through a breach by navigating the complexities of different state and federal regulations. Rebecca also focuses on cybersecurity and data privacy due diligence in the areas of corporate mergers and acquisitions, intellectual property, and transition and succession planning. In addition to being a managing partner at XPAN, Rebecca also serves on the Board of Governors for Temple University Health Systems.

Conference Program Participation:
“ETHICS IN INFORMATION MANAGEMENT”


Rudy Moliere
Director of Information Governance
Morgan, Lewis & Bockius, LLP

Rudy is the Director of Information Governance at Morgan, Lewis & Bockius, LLP.  With more than 25 years of experience, he recognized within the law firm arena for his role in assisting firms develop leading practices and policies on information governance and records management.

Prior to joining the Morgan Lewis team,  Rudy served in a variety of IG/RIM roles including the Director of Information Governance & Records Management at White & Case, LLP, and as the Records Manager and Compliance Officer at Paul Weiss where he helped develop and oversee the firm's records retention policy and records management guidelines. During his tenure at Paul Weiss, Rudy implemented innovative technology to manage the retention and disposition of Firm and client records.

Rudy is a founding Steering Committee member of the Law Firm Information Governance Symposium which was established as a think tank to provide the legal industry with a leadership forum, proposed roadmap/strategy, and best practices for addressing the impact of technology trends on how law firms manage information.

Conference Program Participation:
“ETHICS IN INFORMATION MANAGEMENT”


Daniel B. Rodriguez 
Dean & Harold Washington Professor
Northwestern - Pritzker School of Law

Daniel B. Rodriguez was appointed Dean and Harold Washington Professor at Northwestern University Pritzker School of Law in January 2012. Before joining Northwestern, Rodriguez served as Minerva House Drysdale Regents Chair in Law at the University of Texas-Austin; as a Research Fellow at Rice University’s Baker Institute for Public Policy; as Dean and Warren Distinguished Professor of Law at the University of San Diego School of Law; and, as a Professor of Law at University of California, Berkeley School of Law. He has been a visiting professor at Columbia, Virginia, USC, and the Free University of Amsterdam, and has given endowed lectures worldwide, including most recently at UC Berkeley (Jefferson Memorial Lecture), ITAM-Mexico City, and Renmin Law School in Beijing, China. Rodriguez received his law degree, with honors, from Harvard Law and his undergraduate degree from California State University of Long Beach.

Dean Rodriguez’s principal academic work is in the areas of administrative law, local government law, statutory interpretation, federal and state constitutional law and the law-business-technology interface. Rodriguez was the 2014 President of the Association of American Law Schools (AALS) and is currently serving as a council member of the American Law Institute, on the governing council of the American Bar Association Center on Innovation, on the Board of Directors of the American Bar Foundation, and as an advisor to ROSS Intelligence, Inc.

Conference Program Participation:
“AFTERNOON KEYNOTE PRESENTATION:Artificial Intelligence (Ai) For Legal, Compliance And IG Professionals


William Saffady, PH.D.
RIM & IG Consultant

William Saffady is an independent records management and information governance consultant and researcher based in New York City. He has extensive experience developing strategic plans and governance models for records management programs, conducting needs assessments and gap analyses, preparing record retention policies and schedules based on legal research and operational needs, develop ing technical specifications and procurement documents for records management products and services, and preparing costs analyses and justifications for specific records management projects.

Dr. Saffady is the author of over three-dozen books and many articles on records management, record retention, document storage and retrieval technologies, and other information management topics.

Conference Program Participation:
“WRITING RIM PROGRAM POLICIES: FOUNDATION OF GOVERNANCE”


Carl Schriefer
Vice President, Account Management
GRM Document Management

In his current role, Carl serves as the Vice President of Account Management for GRM Document Management.  Since joining the company in 2008, he has assisted GRM's clients with complex records and information management issues including risk mitigation, cost analysis, retention compliance and enterprise corporate governance – bridging the gap between physical records storage and the implementation of more cost effective digital solutions.  Carl also spearheads GRM’s contract management department and is the lead negotiator for the NJ Corporate office.

Carl started his Records Management career with Iron Mountain in 2004 as an Implementation Manager for their Data Protection division later being promoted to Enterprise Account Manager.  Carl has over 15 years of Records Management experience and is considered a subject matter expert in document migration, hosting and digital document conversion.

He currently serves as VP, Membership for the ARMA NJ chapter.  Prior to his RIM career, Carl worked for Cablevision Systems as an Account Executive and Sprint / Nextel Communications as a Supervisor for their Corporate Accounts Group.

He holds a BA from the William Paterson University in Wayne, NJ and is actively pursuing his CRM.  Carl currently resides in Rutherford, NJ with his wife and two children.

 Conference Program Participation:
“DEVELOPING A PAPERLESS/PAPER-LITE/DIGITIZATION INITIATIVE”


Zachary Schroeder, CRVPM I & II
Assistant Vice President | Third Party Manager
PNC Bank – Legal Department

Zach manages the PNC Legal Third Party Management Team as part of PNC’s Legal Operations department. Reporting directly to the Legal Chief Operating Officer, Zach manages a team that is responsible for all day-to-day third party management activities for Legal, Corporate Ethics, Community Affairs, Corporate Communications and the Regional Presidents Office. In this role, Zach manages the compliance of Enterprise Third Party Management (ETPM) policies and completion of new and ongoing assessments in the ETPM program. Zach is intimately involved in third party cyber security and the third party life cycle as it relates to new and existing contracts.

Zach is a graduate of Penn State University where he earned a B.S. in Marketing in 2010.  He works out of the PNC Bank offices in Wilmington, Delaware.
Conference Program Participation:
“Strategies/Best Practices For Protecting Sensitive Data In Litigation/Regulated Environments


Sandra Serkes
President & CEO
Valora Technologies

Sandra Serkes serves as the President & CEO of Valora Technologies, with an extensive background spanning over 20 years in entrepreneurship, software marketing, product management and corporate strategy, particularly in information governance, predictive analytics, document data mining and processing, computer telephony and speech recognition. 

A graduate of Harvard Business School and MIT, Ms. Serkes is a frequent industry speaker and panelist. Ms. Serkes serves on the boards of several technology and analytics start-ups and was named a 2006 “Woman to Watch” by Women’s Business magazine.

Since the fall of 2015, Ms. Serkes has served as Adjunct Professor to the Columbia University School of Professional Studies, Knowledge Management Program, where she lectures on “Solving Information Governance & Knowledge Management Problems with Pattern-Recognition Technologies & Predictive Analytics.”

Conference Program Participation:
Managing Data as an Asset


Linda G. Sharp, ESQ., MBA, CLSP 
Associate General Counsel
ZL Technologies, Inc.

Linda is Associate General Counsel at ZL Technologies, a leading information governance software manufacturer and cloud services provider. Recognized by WIE in 2017 as a Pioneer in eDiscovery, 2016 Finalist and 2017 nominee for Information Governance Expert of the Year and sought after speaker and writer in the field and called to testify on such subjects. She has extensive experience in negotiating and drafting contracts for on premise and cloud based offerings and channel agreements, domestic and abroad. Her areas of expertise are in Information Governance/Management and eDiscovery. She has spent over 3 decades in the legal profession and over 15 years focusing on data management initiatives. With many years in the litigation and appellate arena. She has counseled federal and state agencies, the bench, and Fortune 500 entities on the issues around eDiscovery, information governance, data privacy and security. Linda is a member of the Association of Corporate Counsel, ILTA, ARMA, and a Certified Litigation Support Professional. She sits on the Boards of OLP, and ACC’s Info Governance Committee. She is a member of the California and Washington State Bars, is licensed to practice in the United States District Court for the Central District of California and holds a Masters in Business Administration.

Conference Program Participation:
“A FLAG DAY UPDATE ON THE GDPR ROLLOUT PROCESS”


Eugene Stakhov, CRM, CDIA+

Senior ECM/Information Governance Solution Architect
enChoice, Inc.

Eugene Stakhov, CRM, CDIA+ is a senior ECM/Information Governance Solution Architect at enChoice, Inc., with a technical background in software development.  During his career, Gene has provided customers with expert guidance on matters ranging from enterprise taxonomy development to technical system implementation solutions in the Banking/Finance, Insurance, Technology and Utilities sectors.

His work includes implementing a highly visible, complex email and electronic records management initiative to address the regulatory compliance challenges of a large utilities company.  This solution won the IBM Innovation in Technology Award.

Gene is also a proud, “card-carrying” member of ARMA, and serves on the Board of Directors of the Metropolitan New York City Chapter as Executive Vice-President.

Conference Program Participation:
“Taxonology” ~ Leveraging Technology Within Enterprise Taxonomy Design”



Russ Stalters 

Russell Stalters is an information governance subject matter expert with real-world experience designing and implementing some of the most critical information and data management programs. A retired Naval Aviator and CIO, former software company (TrueArc) President, and executive leader while at BP, he was hand-selected to lead the strategy and build the team to manage the data from the BP Deepwater Horizon Oil Spill.

A regular industry speaker, noted author, and thought leader, he speaks at national and international conferences. In 2014, he was inducted into the Association of Imaging and Information Management (AIIM.org) Company of Fellows to recognize his expertise in the field of information management.

Now, as a StoryBrand Certified Guide, he helps technology software and services companies use the power of story to attract their ideal clients and grow sales by not confusing them.

Conference Program Participation:
“INFORMATION & DATA MANAGEMENT AT DOG SPEED”


Jill Sterbakov, Esq.
Information Governance Compliance Attorney
Morgan, Lewis & Bockius, LLP

Jill Sterbakov is the Information Governance Compliance Attorney at Morgan Lewis. In this role, she is responsible for implementing and directing the firm’s information retention policies for both client matter materials and firm administrative records. She provides firm-wide direction to attorneys and staff on all aspects of the firm’s data destruction and deletion routine and paper disposal. Jill communicates with Firm partners, clients, records staff, IT Department and third-party vendors to develop retention and information storage strategies that account for legal and regulatory requirements, business need, client directives, efficiency, cost and risk. She oversees adherence to the Firm’s information policies and guidelines and provides training and education to those governed by them. Jill’s compliance responsibilities also include oversight of ethical walls for client records, legal holds and other data preservation notices, closed matter protocol and controlled data management (e.g., data requiring enhanced protection such as HIPAA materials).

Prior to her role in IG compliance, Jill was an associate in the eData practice group at Morgan Lewis. During her eData tenure, she combined legal skill and technological know-how to help clients meet regulatory and legal requirements through cost-effective risk management, eDiscovery, contract management and information governance. She partnered with clients and firm attorneys, IT, outside vendors, records management teams to provide comprehensive start-to-finish solutions for managing electronic data.

Before joining Morgan Lewis, Jill gained experience in corporate litigation and securities class actions, as well as securities and corporate transactional work. She also served as an adjunct professor at Temple University’s Beasley School of Law, where she taught legal writing and research.

Conference Program Participation:
“ETHICS IN INFORMATION MANAGEMENT”


MacDonnell Ulsch
Partner MacDonnell Ulsch Cyber Advisory LLC
Board of Trustees, Mercy College
International Advisory Board, CyGov

Mr. Ulsch has decades of experience in the fields of cyber forensics, cybercrime, national security, cyber risk, regulatory compliance and stress testing, cyber geopolitics, and cyber insurance.  He has worked with many of the most established and well-known corporate brands across various industries, as well as law enforcement and the intelligence community, in leading large, complex investigations and engagements to help his clients find truth in responding to allegations of fraud, abuse, misconduct, and non-compliance.  He has investigated cyber civil and criminal matters in some seventy countries.

He is the former Senior Managing Director of Cybercrime & Cyber Insurance at PricewaterhouseCoopers LP, a best-selling author and lecturer. He serves on the Board of Trustees of Mercy College in New York (Audit and Development Committees) and the Advisory Board of the Boston College MS in Cybersecurity and Governance, where his book Cyber Threat! (John Wiley and Sons, Inc., 2014) is required reading.  Mr. Ulsch is also the author of the book THREAT! Managing Risk in a Hostile World (The IIA Research Foundation, 2008).  He is a contributor on cyber risk matters to Homeland Security Today.  In 2017, he published Cyber Deniability in Homeland Security Today, an article on the cyber strategy of China and North Korea. He is also developing the Mercy College Cyber Research Institute.

Mr. Ulsch was twice nominated for Presidential appointment in cyber security.  He is developing an analytic model that is designed to enhance the ability to forecast the next generation of cyber-attacks and devise interventionist strategies to reduce the risk impact associated with these emerging attacks.  Mr. Ulsch has advised many government entities, including serving on the United States Treasury Task Force, Office of Critical Infrastructure Protection.  He served as a Trusted Advisor to the bipartisan United States Secrecy Commission (a.k.a. the Moynihan Commission) created under Title IX of the Foreign Relations Authorization Act.  He worked with US Senator Sam Nunn on national information security public policy and worked with the British Ministry of Defence and the Industrial Development Board of Northern Ireland.  For more than a decade during the Cold War, Mr. Ulsch worked with the National Security Institute.  He advised the Office of Counterintelligence of a U.S. President on the matter of intelligence sharing between the government and industry, and advised a presidential campaign on cyber security issues. He has appeared on Fox News as a cybercrime and breach analyst and on other television and radio programs.

He has lectured at the United States Military Academy at West Point, the Boston University Law School, the University of Maine Law School, the Boston College Carroll School of Management, and the Pace University Lubin School of Business on cyber risk, board liability, regulatory compliance, and cyber breach impact matters.  He is also on the adjunct faculty of the Practicing Law Institute in New York.  Mr. Ulsch is the past co-chair of the American Bar Association’s privacy and cybercrime subcommittee.

Conference Program Participation:
Cyber Threats and Risk: The Next Generation”


Jud Welle, Esq. 
Managing Director
Stroz Friedberg, an Aon company

Jud Welle is a Managing Director with Stroz Friedberg, an Aon company, a specialized risk management firm built to help clients solve the complex challenges prevalent in today’s digital, connected, and regulated business world.  At Stroz Friedberg, Mr. Welle supervises incident response, proactive cybersecurity services, complex digital forensics, due diligence, and eDiscovery matters. 

Prior to joining Stroz Friedberg in their New York Office, Mr. Welle served as an Assistant U.S. Attorney with the U.S. Attorney’s Office for the District of New Jersey in the Newark.  During a 12-year tenure as a federal prosecutor, Mr. Welle investigated and prosecuted federal crimes, including computer hacking, fraud, intellectual property theft, money laundering, terrorism, export-control violations, public corruption, and international narcotics trafficking.  He also led the Office’s efforts to combat computer hacking and data theft by nation states, criminal networks, and insider threats in the roles of Computer Hacking and Intellectual Property Coordinator, and National Security Cyber Specialist.

From 2002 to 2005, Mr. Welle was an associate in the litigation department of Dewey Ballantine LLP in New York City.   Prior to that he served as a law clerk to the Honorable John W. Bissell, Chief District Judge of the U.S. District Court for the District of New Jersey. 

Mr. Welle earned his J.D. from William and Mary Law School, where he served as Editor-in-Chief of the Law Review (Class of 2000).  He graduated from Rutgers University with a B.A. in Political Science and Psychology (Class of 1996).   Mr. Welle is admitted to practice law in New York and New Jersey.

Conference Program Participation:
“Cyber Threats and Risk: The Next Generation”