Keynote Speaker Presentation

What You Don’t Know Can Really Hurt You

“What You Don’t Know Can Really Hurt You” is designed to provide an overview of how data privacy and discovery are transforming Information Management from a “nice-to-do” to “must-do” as a business imperative.  David will showcase how data discovery not only addresses issues of privacy but is a key factor in managing the entire enterprise information lifecycle.  He will also provide shared experiences on how global organizations are dealing with the methodology of better managing information risk.. 

David W. Gould 
Micro Focus - WW Director, Secure Content Management Solutions   

Educational Sessions

Writing RIM Program Policies: Foundations of Governance

Clearly written policies define the governance framework for RIM and IG programs.  This session will provide practical guidelines for the development of effective RIM policies in key areas of professional practice.  The speakers will identify the policies that an effective RIM program should have. For each policy, the presentation will explain and discuss the purpose and scope, the concepts to be addressed, key points to consider, implementation responsibilities, enforcement, and exceptions.  The speakers will draw on their experience developing RIM policies for companies, government agencies, and non-profit entities.

Sofia Empel, Ph.D. - Cotiviti

William Saffady, Ph.D. - Consultant, Author, Professor


Managing Data as an Asset

In this session, we will learn how leading organizations are already using technology automation to enable removing risk and adding value to their data. We will illustrate how these streamlined actions are driving business objectives around data privacy, retention requirements, and business retention conclusions. With the need to support the varying local, national and global regulatory and legal retention requirements, we will discuss how IT priorities for lowering the costs of infrastructure can be accomplished and yet still support information retention and access needs of the business for both structured and unstructured data. Additionally, we will discuss how organizations are automating these IG processes to be able to focus on exceptions rather than the legal rules and regulations that seem to consume so much time separating what data is needed from legacy applications and the associated maintenance costs and risks. We will also discuss how the hyper jurisdictional fragmentation of data privacy rules is being addressed and managed by various organizations as we navigate these on-going data privacy challenges.

Rich Lauwers, IG/RIM Consultant

Sandra Serkes, Valora Technologies, President & CEO


Managing Cyber Risk In A Hostile World

In this session, a team of industry experts in this fast-paced arena will provide an overview of the evolving cyber threat landscape.  What makes cyber risk different at this point in time? The panelists will participate in discussions and presentations of the latest trends in law enforcement and regulatory responses to the new threat landscape, identify how companies are dealing with cyber risks (including ethical issues of cyber response programs), illustrate how recent trends in technology are mitigating or exacerbating the threat landscape, and provide details about the latest trends in legislation and litigation related to cyber risk and liability.  


Paul Bond, Esq.- Reed Smith, LLP, Partner, Info Tech, Privacy & Data Security

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

N. MacDonnell “Don” Ulsch - Charles River Associates, Senior Consultant

Jud Welle, Esq.| Stroz Friedberg, Managing Director


Taxonology ~ Leveraging Technology Within Enterprise Taxonomy Design

“Taxonology” is a unique term used to define the object-oriented approach to enterprise content structure and taxonomy. ECM technologist and ARMA Metro NYC President- Elect/Current Executive VP, Eugene Stakhov will delve into the step-by-step information gathering process and technical analysis that goes in to crafting a world class data model. Sharing years of real-world experience, Gene will cover the techniques that are used to define content structure, vocabularies, metadata, and security requirements to accomplish this goal. You will learn how to avoid common pitfalls; validate a sound design; reconcile the varying needs of disparate lines of business, and much more. Is there truly such a thing as a “typical" use case? What constitutes a set of deliverables? Attend this session and find out the answers to these and many other questions surrounding enterprise content structure processes.

Gene Stakhov, CRM, CDIA+ | enChoice, Inc, Senior ECM/Information Governance Solution Architect


"Flag Day" Update on GDPR Rollout

As the GDPR deadline is now in the rearview mirror, our panelists will share their experiences leading up to May 25th and what they are expecting in the months and years ahead.  This interactive session will focus on the following topics:

  • Current news items relating to GDPR
  • Enforcement activities
  • Cross-border data transfer
  • How GDPR impacts US businesses
  • Lessons learned
  • What the future looks like

This session will provide experiences with the GDPR through the lenses of legal, consulting and the vendor perspective.  Audience participation will add additional points of view from across different lines of business and geographies. After this session, participants will better understand what others have been focused on leading up to the GDPR enforcement deadline and what activities organizations are focused on to converge GDPR activities with existing information governance, cybersecurity, litigation readiness and eDiscovery activities.

Jim Koziol, IGP | BDO, Director, Forensic Technology

Linda Sharp, Esq.| ZL Technologies, Associate General Counsel & Chair - Information Governance Committee at Association of Corporate Counsel

David R. Cohen, Esq. | Reed Smith, LLP , Partner & Practice Group Leader - Records & eDiscovery (Pittsburgh Office)


Unified Data & Information Governance – Shifting From a Defensive to an Offensive Posture

Ronkè Ekwensi – Prudential Financial | Vice President of Data Management

Richard Kessler – KPMG | Director, Cyber Security Services, Strategy and Governance

Afternoon Keynote Speaker Presentation 

Artificial Intelligence (Ai) For Legal, Compliance And IG Professionals

Some have said that Artificial Intelligence (AI) is the new “electricity.” As we have entered into a new era known as the Fourth Industrial Revolution, AI is a leading technology that has the potential to digitally transform our personal and professional lives. In this session we will explore the basics of AI, identify AI use applications for legal, compliance and information governance professionals, discuss the various ethical and legal challenges associated with the incorporation of AI,  and provide key takeaways for using AI solutions.


Daniel Rodriguez, Esq., | ROSS Intelligence & Dean @ Northwestern University Law School

Dennis Garcia, Esq. | Microsoft, Assistant General Counsel, Microsoft Corporate, External, & Legal Affairs

Ann Gorr, IGP | Ann Gorr, LLC, Legal Technology Consultant & Principal (Moderator)

Educational Sessions

Developing A Paperless / Paperlite / Digitization Initiative  

Digital transformation has become the number one driver behind paperless initiatives. Process improvement, business agility, and “anywhere/ anytime” access cannot be achieved if paper documents/records remain as a major workflow within an organization.

Companies that struggle with digital transformation will be challenged to respond to changes in their market and from their competitors. This means a paperless initiative must support digital transformation and requires a well-defined execution plan to ensure broad adoption throughout and organization.

In this session, attendees will be presented with concepts surrounding:

* Addressing document intake/capture in hybrid environments where paper and digital documents co-exist

* Identifying the various technology requirements

* Recognizing the importance of the user experience and change management

* Reviewing Digitization & Paperless Initiative success stories

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

Carl Schriefer | GRM Document Management, Vice President, Account Management


Ethics in Information Management       

Facebook, Cambridge Analytics, and other scandals involving the ethical use of information are exposing the increasing need for ethical decision-making in Information Management. As Information Governance becomes more complex and the technology landscape continues to evolve, information professionals can provide their organizations with an interesting perspective on how to navigate the ethical challenges facing today’s businesses. Each of the three subject matter experts on this panel brings a unique perspective on how to incorporate ethics into information management. This interactive panel discussion will provide useful insights and practical suggestions for your organization to incorporate as you seek to manage the widening scope of ethical aspects within the Information Management arena.

Bryon Koepke, Esq.– Avis Budget Group, Chief Securities Counsel (Moderator)

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

Rebecca Rakoski, Esq. | XPan Law Group, Managing Partner

Jacki Cheslow, CRM, CCEP, CCEP-I | Avis Budget Group, Director Business Ethics and Compliance


Managing Information & Data at Dog Speed

Russell joined BP as the Global Director of Information and Records Management and later was asked to create the strategy and data management program to manage the data gathered from the BP Deepwater Horizon Oil Spill. In the span of a months, he built a team of IT professionals, business analysts, and data management specialists to address this ambitious challenge.

What does Information & Data Management at Dog Speed mean? From these experiences of almost nine years, he will share lessons learned and best practices for managing information and data effectively while creating a culture of information management excellence ~ All while operating at “Dog Speed”.

Russ StaltersGetting Information Done & Clear Path Solutions, CEO


Strategies/Best Practices For Protecting Sensitive Data In Litigation/Regulated Environments

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

David R. Cohen, Esq. | Partner & Practice Group Leader - Records & eDiscovery, Reed Smith, LLP

Zachary Schroeder, CRVPM I & II| Assistant Vice President, PNC Bank

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


Alphabet Soup - Professional Development Pathways in RIM / IG / Privacy

Nick Inglis, CIP, IGP, BPMm, ECMm, ERMm, SharePointM | President, Information Coalition (Moderator)

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

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

Jocelyn Gunter, CPA, IGP | ARMA International, CEO

Ronké Ekwensi, CIPM, CIPP/E | Prudential Financial, Vice President of Data Management



The Future is Now: Managing Messaging Data by Getting Ready for Microsoft O365

Companies are now leveraging technology and processes to identify records as part of large projects and as part of BAU processes. With the advent of technology platforms that allow for indexing of documents/data, including Microsoft O365, developing processes around the technology will be transformative for the management of information.

Anthony and Therese will discuss their experiences, including lessons learned, and present case studies on: (i) the record classification of 1.5 billion email messages for a healthcare company; and (ii) the defensible disposal of more than 10 billion email messages for a highly regulated financial institution.


Anthony J. Diana, Esq. | Reed Smith, LLP, Partner ~ Records & E-Discovery and IP, Tech & Data (NY Office)