WHAT IS THE INFORMATION GOVERNANCE INITIATIVE?
The Information Governance Initiative (IGI) is a cross-disciplinary consortium and think tank dedicated to advancing the adoption of Information Governance practices and technologies through research, publishing, advocacy and peer-to-peer networking. The IGI publishes research, benchmarking surveys, and guidance for practitioners that is freely available on its website. Join the IGI Community, a place for practitioners from all facets of IG to come together and learn from each other. The IGI was founded by recognized leaders in the field of Information Governance, and is supported by leading providers of Information Governance products and services.
the igi advisory board
The IGI Advisory Board is a small group of senior professionals and subject matter experts representing the disciplines that together comprise Information Governance. The Advisory Board provides feedback and direction on the IGI's agenda and strategy. We are proud to launch the Advisory Board with an incredible group of talented individuals, and we will continue to add representatives from additional IG focus areas, ensuring that the IGI has a true cross-disciplinary focus on IG.
COURTNEY INGRAFFIA BARTON
Senior Counsel, Global Privacy | Hilton Worldwide, Inc.
Courtney is responsible for the development, implementation, and oversight of Hilton Worldwide’s Global Privacy Program. In this role she provides counseling and training on all aspects of consumer and employee privacy, partnering with Customer Marketing, Online Services, Human Resources, Information Technology and other members of the legal department to guide Hilton Worldwide’s global privacy practices and initiatives. Courtney is the Founder and Co-Chair of the WMACCA Data Privacy and Security Interest Group and serves on the Advisory Board for the Georgetown Law School Cybersecurity Law Institute. She is a graduate of Tulane Law School and received an MPH from Harvard University. She is co-editor of the book, Managing ESI and E-Discovery (ABA, 2011).
CEO | Source Callé LLC
Craig Callé is a Data Advocate. He runs Source Callé LLC, a Philadelphia-based consulting firm that helps organizations mitigate risk and create value by treating Data as the critical asset. Boards of Directors, as well as CFOs, CIOs, GCs, and their teams, turn to them to prevent, detect and remediate cybersecurity incidences, unlock the value of their data, and create comprehensive information governance programs. They have a special focus on the large, growing, and remarkably under-addressed attack surfaces that originate from employee use of cloud-based services and third party vendors with network access.
Most recently, he was SHI International Corp’s Chief Strategy Officer and also was responsible for all pre-sales support, partner management and service delivery functions, including its IT Asset Management Group. SHI is one of the largest IT solutions providers, with 2014 revenue of $6.0 billion.
He has been the CFO at Amazon.com responsible for Digital Media, including Kindle and Audible.com, and the North American Books e-commerce businesses. He also was divisional CFO and Treasurer at Gateway, helping to lead the turnaround and sale of the company to Acer. As SVP-Finance and Treasurer at Crown Cork & Seal, he helped transform the company into the global consumer packaging industry leader. He began his career as an investment banker at Salomon Brothers, where he completed numerous transactions for Fortune 500 and emerging companies.
He holds BA and BS Econ (Wharton) degrees from the University of Pennsylvania and an MBA from Harvard University.
VICKI LEE CLEWES
Vice President of Global Records & Information Management | McKesson Corporation
Vicki Clewes has more than 30 years of experience working in law firms and corporate legal departments in compliance, records management, litigation support, eDiscovery, and information governance. She is currently Vice President of Global Records & Information Management at McKesson Corporation in San Francisco. Prior to that she led the eDiscovery and Records Management teams in the Commercial Legal Affairs department for Gilead Sciences. Earlier in her career, Vicki was the Director of Records & Information Management Services for Pitney Bowes Legal Solutions as well as a consultant with Price Waterhouse in the Law Firm Services group. She was also with the law firm of Landels, Ripley and Diamond for nine years. Vicki is active in many professional associations such as ARMA, ILTA, and Women in eDiscovery.
"I am very happy to be involved in the formation of the IG Initiative as I see it as leading the way towards more clarity and consistency in the definitions and foundations of Information Governance.”
Senior Associate General Counsel and Global Head of eDiscovery | Walmart
Aaron Crews is Senior Associate General Counsel and global head of eDiscovery at Walmart. In this role, Aaron is responsible for Walmart’s eDiscovery process and strategy, as well as the legal portion of the company’s information governance programs. In addition, Aaron collaborates with other groups within Walmart regarding data privacy, information security, technology, and related issues. Prior to joining Walmart, Aaron was an equity shareholder at Littler Mendelson, and one of the firm’s eDiscovery Counsel. At Littler, Aaron litigated issues and counseled clients regarding eDiscovery, information governance and data management, cross-border data flows, data privacy, data security, investigations, electronic evidence, and related areas. Aaron is a frequent speaker on legal technology topics, is widely published in the eDiscovery, computer forensics, and information governance spaces, and currently sits on the boards of several organizations dedicated to thought leadership in spaces related to eDiscovery, information governance, data privacy and data security, forensics, and technology.
LEIGH ISAACS, IGP, CIP
Information Governance Peer Group Vice President | ILTA
Leigh Isaacs, IGP, CIP is the Director of Records & Information Governance at White & Case LLP. With over 30 years of combined legal, records and information governance experience, her expertise includes strategic development and implementation of enterprise programs, process improvements, risk assessments and mitigation, on- and off-site storage considerations, including outsourcing, the evaluation and deployment of technology solutions, and the disposition of information for newly-merged or dissolved entities.
An active member of the International Legal Technology Association (ILTA), Leigh currently serves as the Information Governance Peer Group Vice President. She is also a founding Steering Committee member for the Law Firm Information Governance Symposium and serves on the Advisory Board for the Information Governance Initiative. Leigh is a developer and instructor of the InfoGovCon IG Certification program. She is a published author and speaker on issues relating to information governance.
“Information governance increasingly is being recognized as critical to leveraging the value of information while simultaneously reducing the costs and risks that surround it, particularly as it relates to records management, e-discovery and litigation readiness,” said Leigh Isaacs, VP of the information governance Peer Group at ILTA and IGI Advisory Board member. “The IGI is going to be a transformational force to increase awareness, shape industry standards, and offer practical advice that information governance practitioners can use daily.”
Manager of Information Governance Office | Blue Cross Blue Shield of North Carolina
Matt McClelland is the Manager of the Information Governance Office at Blue Cross Blue Shield of North Carolina (BCBSNC), where he oversees multiple Information Governance programs including Records and Lifecycle Management, Enterprise Content Management, e-Discovery, and Archive-Purge-Destroy (a home-grown program focusing on structured applications). Matt has recently been elected to the Society of American Archivists (SAA) 2015 - 2016 Steering Committee for Records Management that sets the direction for SAA sponsored Records Management initiatives. Prior to joining BCBSNC, Matt spent two years as the Senior Business Analyst and Project Manager at Bloodhound, Inc. working with medical insurance payers to identify, track, analyze and manage claims overpayments and reimbursements. Preceding his time at Bloodhound Matt spent 3 years as a Senior Software Developer at Amdocs, Inc. designing software for internal sales tracking and 3 years as Technical Sales Executive at Sound Structures of Virginia, Inc. engineering and designing structural blueprints for the Engineered Wood Division. Matt holds an undergraduate degree in Mathematics with an Economics minor from the University of Virginia.
DOROTHY DALE POLLACK, MLS, CRM, CA
Director, Global Information & Records Management | GSK
Dorothy serves on the Advisory Board as the current Chair of the Pharmaceutical Records and Information Management Organization (PRIMO), a consortium of pharmaceutical companies committed to establishing effective, legally compliant, quality-driven information management programs through collaborative industry exchanges of best practices. She is a certified records manager and a certified archivist.
Dorothy currently leads a global policy group on information life cycle management at GSK. The keystone of its work is providing an up-to-date, accessible and visible single global records retention Policy and Schedule. Various matrixed people networks are used to embed these requirements across the enterprise. Program capabilities supporting the Policy and Schedule include internal consulting, strategic planning, training, outreach, and compliance auditing. Dorothy previously served on GSK’s Global Privacy Team and is a member of GSK’s Legal Center of Excellence on Privacy. Dorothy also directs GSK's heritage program, which captures, preserves and makes accessible records and information that document the company’s enduring legacy.
Fred A. Pulzello
President | ARMA International
Fred A. Pulzello, MBA, CRM, IGP is President of ARMA International and has 20 years of experience in records and information management (RIM). Fred is co-creator of, and chaired the task force that developed, the Generally Accepted Recordkeeping Principles®.
Fred is Managing Director of the Records Management Office at BNY Mellon. Fred is a leader in the information governance field with a strong background in records management for financial services companies. Prior to joining BNY Mellon, he consulted with Fortune 500 clients on enterprise-wide records and information management programs and served as Executive Director and Global Corporate Information Manager for Morgan Stanley. Fred is a certified Records Manager (CRM) and Information Governance Professional (IGP).
He earned a master’s degree in business administration from Seton Hall University and a bachelor’s degree in computer information systems from Manhattan College. He is a frequent speaker and presenter at The Sedona Conference, IQPC, ARMA, MER, AIIM, and LegalTech conferences.
SVP, Chief Data Scientist | News Corp
Dr. Rachel Schutt is the Chief Data Scientist at News Corp, which owns The Wall Street Journal, Dow Jones, New York Post, Times of London, The Sun, The Australian, Harper Collins, Move, and Amplify. She is the co-author of the book "Doing Data Science" (O'Reilly, 2013) based on a class she created at Columbia University, where she is an adjunct professor in the Department of Statistics. Previously, Rachel was a statistician at Google Research and holds patents based on her work in the areas of social networks, large data sets, experimental design, and machine learning. In 2014, she was selected for Crain's New York Business “40 Under Forty.”
She earned her PhD in Statistics from Columbia University, and holds Masters degrees in Mathematics from NYU and Engineering-Economic Systems and Operations Research from Stanford University. Her undergraduate degree is in Honors Mathematics from the University of Michigan.
Chief Research Analyst | IT-Harvest
Richard Stiennon is Chief Research Analyst for IT-Harvest, the firm he founded in 2005 to cover the booming IT security industry. He is the author of Surviving Cyberwar (Government Institutes, 2010) and UP and to the RIGHT: Strategy and Tactics of Analyst Influence (IT-Harvest Press, 2012). He writes the Cyber Domain column for forbes.com and is frequently quoted as a cyber security expert in mainstream media. He advises his clients on cybersecurity strategy. He is also the Executive Editor of securitycurrent.com and the Senior Fellow at the International Cybersecurity Dialogue. He was Chief Marketing Officer for Fortinet, Inc. and VP Threat Research at Webroot Software. Prior to that he was VP Research at Gartner, Inc. Stiennon has presented on cyber security threats and defenses in 28 countries on six continents. He is known for his iconoclastic analysis of the security industry and always challenges his audience to question accepted practices in the face of changing cyber threats. He has a B.S. in Aerospace Engineering and is writing his thesis for an MA in War in the Modern World from King’s College, London. “Information Governance is closely coupled to the ideas and practices of IT security,” said Richard Stiennon, chief research analyst for IT-Harvest and IGI Advisory Board member. “In a world of rising threats against data of all types, it is important that an organization's information governance plan is integrated with its security practices.”
Director, Information Governance | NBCUniversal, Inc.
Kurt has over 13 years of experience in leading or collaborating on the development of information governance related policies and practices including records management, legal hold, privacy, and information security. He has provided guidance to a number of Fortune 500 organizations spanning a range of industries, Philip Morris International, HP/Autonomy and Citibank and has almost 10 years of experience prior working at two major international law firms based in New York. Last year he took on the newly created role of Director, Information Governance for NBCUniversal.
the igi leadership team
Three years ago, the founders of the IGI sat down together in a conference room in Washington, D.C and quickly realized they shared a vision for a consortium and think tank devoted to advancing Information Governance. Each had seen the incredible value that better information governance could create for their clients, but had also witnessed the consequences of information failure first-hand. Without a way for IG practitioners to share their experience across disciplines, it seemed unlikely that the promise of information governance would be fulfilled. Today, thanks to the support of like-minded individuals and organizations, this vision has been realized.
BARCLAY T. BLAIR
Founder and Executive Director Barclay T. Blair is an advisor to Fortune 500 companies, software and hardware vendors, and government institutions, and is an author, speaker, and internationally recognized authority on information governance. Barclay has led several high-profile consulting engagements at the world’s leading institutions to help them globally transform the way they manage information. He is the Founder and Executive Director of the Information Governance Initiative and president of consulting firm ViaLumina. Barclay is the award-winning author of the books Information Nation: Seven Keys to Information Management Compliance; Information Nation Warrior; and Privacy Nation. Barclay has written and edited dozens of publications, speaks internationally on information management compliance issues, and has taught at George Washington University. Barclay is currently writing Information Governance for Dummies.
Barclay's popular Information Governance blog is available here.
BENNETT B. BORDEN
Founder and Chair Bennett B. Borden is a globally recognized authority on the legal, technological and policy implications of information. Bennett has focused his career on helping clients use the power of information governance to drive strategic outcomes, reduce e-discovery costs, and improve business operations.
Beginning with his work in the intelligence community, and continuing to his current positions as Chief Data Scientist and Chair of Information Governance at Drinker Biddle & Reath, LLP, Founder & Chair of the Information Governance Initiative, and Executive Managing Director of Tritura IG LLC, Bennett understands that electronic information is a reflection of human thought, choice and conduct. Properly leveraged and protected, information can be a powerful force in achieving business, governmental and societal objectives. Harnessing this force and harvesting the benefits of its application is what drives Bennett's work.
As Chief Data Scientist at DBR, Bennett is responsible for the firm’s data analytics strategy. Harnessing the power of data is essential for DBR’s clients for both driving value in their business operations and to tell their side of the story in litigation. Bennett advises DBR and its clients on the development and use of analytics models that enable insight, data storytelling, and economic value generation. Bennett’s ground-breaking research into the use of machine-based learning and unstructured data for organizational insight is now being put to work in data-driven early warning systems for detecting and preventing corporate fraud and other misconduct at DBR clients. As one of the world’s first lawyer/data scientists, Bennett also builds machine-based learning models to transform and improve legal outcomes in key corporate events including mergers and acquisitions, information governance program development and enforcement, litigation and investigations, and business intelligence.
Bennett is Chair of the Cloud Computing Committee and Vice Chair of the eDiscovery and Digital Evidence Committee of the Science and Technology Law Section of the ABA. He is also a founding member of the steering committee for the Electronic Discovery Section of the District of Columbia Bar, an Information Governance drafting group member of The Sedona Conference, an Advisory Committee Member for the Georgetown Paralegal Studies Program and a Board Member for the D.C. Chapter of ARMA. He is a frequent speaker and author and a guest lecturer at Georgetown University Law Center, the University of Virginia Law School, Temple University Law School, and the University of Maryland College of Information Studies.
In addition to conducting both offensive and defensive electronic discovery in complex litigation, Bennett has extensive experience counseling clients on the establishment of information governance and records management policies. He regularly advises multinational clients regarding data privacy, security, and regulatory compliance.
JASON R. BARON
Co-Chair Jason R. Baron serves as Of Counsel in Drinker Biddle’s Information Governance and eDiscovery practice. An internationally recognized speaker and author on the preservation of electronic documents, Jason previously served as Director of Litigation for the U.S. National Archives and Records Administration and as trial lawyer and senior counsel at the Department of Justice. In those roles, Jason helped drive the government’s adoption of electronic recordkeeping practices and defended the government’s interests in complex federal court litigation, including as lead counsel in landmark cases involving the preservation of White House email. Jason was a founding co-coordinator of the National Institute of Standards and Technology TREC Legal Track, a multi-year international information retrieval project devoted to evaluating search issues in a legal context, and served as track coordinator for the first four years of the track (2006-2009). He also founded the international DESI (Discovery of Electronically Stored Information) workshop series, bringing together lawyers and academics to discuss cutting-edge issues in e-discovery. Since 2007, past DESI workshops have been held in Palo Alto, London, Barcelona, Pittsburgh, Rome, and San Diego, with a related workshop held in Beijing. Jason has served as a steering committee co-chair of The Sedona Conference Working Group 1 (Electronic Document Retention and Production) and as an editor in chief on three Sedona commentaries. He has also served as a member of the Board of Directors of ARMA International. He is currently Chair of the D.C. Bar E-discovery & Information Governance Committee and is also a member of the Georgetown Advanced E-discovery Institute Advisory Board and the Cardozo Data Law Initiative Board. Among his many honors, he is the 2011 recipient of the international Emmett Leahy award, given for his achievements in the field of information management, and the 2013 recipient of the Justice Tom C. Clark Outstanding Government Lawyer award, given by the Federal Bar Association. You can learn more about Jason here.
General Counsel Jay Brudz is a partner at Drinker, Biddle & Reath LLP in their Litigation Group and co-chair of the Information Governance and eDiscovery Group. He is also an executive managing director of the firm’s eDiscovery subsidiary,Tritura Information Governance LLC, which provides state of the art eDiscovery technology and services to the firm's clients and General Counsel of the Information Governance Initiative.
Jay’s experience includes building and managing world class eDiscovery operations, internal compliance and FCPA investigations, and developing enterprise-level information governance best practices.
Jay previously served in several roles focusing on the intersection of applied technology and law, including as Senior Counsel for Legal Technology at General Electric where he created and led their corporate eDiscovery center supporting over 1,200 attorneys. In this role he was also responsible for all corporate technology initiatives within GE’s legal operation, including the successful implementation of legal hold, e-billing, insider trading compliance, intranet and patent docketing systems.
Jay also previously served as President and Senior Forensic Consultant of Verabit, where he conducted computer forensic investigations and provided expert consultation and testimony in cases ranging from employee misappropriation of trade secrets to FCPA investigations. Prior to that, he was a system architect and lead developer for a database backed Web-based development company specializing in creating customized systems for corporate legal operations. Jay is an accomplished Java, PHP, VisualBasic and PL-SQL programmer, and he has experience with many other technologies.
Jay has also served as Litigation and Transactions counsel for GE Industrial Systems, where he managed a diverse portfolio of cases and M&A transactions for a $4.5 billion division of General Electric.
Jay is a skilled and frequent speaker at legal industry events on the topics of legal technology and eDiscovery. His work has been published in several publications, including eDiscovery for Corporate Counsel, Storage Magazine and Connecticut Law Review.
Jay has served as an adjunct professor at the University of New Haven where he taught courses on Network Security and Computer Crime. He earned his B.A., cum laude, from the University of Connecticut and his J.D. from the University of Connecticut School of Law. You can learn more about Jay.here.
Marketing and Operations Manager As the IGI's Marketing and Operations Manager, Maribel Rivera is responsible for the IGI's marketing efforts including brand management, public relations and events in addition to overseeing the IGI's day-to-day operations. This includes developing and maintaining business relationships and partnerships that would benefit the members of the IGI Community.
Prior to joining the IGI in December of 2013, Maribel was the VP of Marketing and Events at The Cowen Group from 2010 to 2013 and worked in marketing, sales and operations at Merrill Corporation from 2007 to 2010 and at Nortel Network from 1997 to 2010. Maribel currently sits on the board of ARMA Metro NYC as the VP of Collaboration and Public Relations and on the board of New York City Women in eDiscovery serving as Meetings Director since 2013. She has been recognized for her outstanding professional achievements by a number of organizations including the FIERCE Woman Organization.
ANN K. SNYDER
Senior Fellow In her role as Senior Fellow at the IGI, Ann’s responsibilities include managing the IGI’s research efforts and creation of editorial and other content for publication. She oversees the IGI’s Task Force Program which, in collaboration with members of the IGI community, develops practical tools for use by IG practitioners.
Ann is an experienced litigator, with a background including products liability/mass tort, antitrust, intellectual property, and commercial litigation. She has helped clients develop strategic approaches to high-volume e-discovery projects through leveraging available technologies and effective project management techniques. She has also written and spoken extensively on domestic and international free speech issues. Ann is currently serving as Membership Director in the Philadelphia Chapter of Women in eDiscovery.