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News from the IGI


Jason R. Baron, IGI Co-Chair, will be moderating a panel on information governance ("the legal profession's hottest topic") at the US National Press Club in Washington, DC on Monday February 24th, 2014 at 2 pm.

From the National Press Club website:

The legal profession's rapidly growing reliance on new forms of software and technology to answer a wide range of substantive legal questions and find responsive documents for litigation -- and whether mathematical algorithms will eliminate armies of young attorneys and raise fairness issues -- will be explored by a panel of e-discovery experts at a Newsmakers news conference on Monday, Feb. 24 at 2 p.m. in the Zenger Room.

Moderating the panel will be Jason R. Baron, an internationally recognized expert in e-discovery, co-chair of a new Information Governance Initiative and former Director of Litigation for the National Archives and Records Administration. Other panelists include Conor R. Crowley, founder of Crowley Law Office; Kevin M. Clark, vice president of the Global Client Advisory Group at TrustPoint International; Monica McCarroll, chair of Williams Mullen’s e-Discovery and Information Governance Section, and Paul Starrett, Counsel & Chief Global Risk Officer, UBIC North America.

Like all Newsmaker events, this news conference is free of charge and open to credentialed media and club members.

Contact: Tejinder Singh, NPC Newsmakers Event Host, 202-503-8052, tejindersinghdc@gmail.com



Many of the IGI's Charter Supporters are exhibiting at the LegalTech conference in New York, February 4-6, 2014. In addition, Barclay T. Blair, Bennett B. Borden, Jason R. Baron, and Jay Brudz are speaking on nine different panels. Information is provided below - we hope to see you there.


10:30 AM – 11:45 AM

Is the Best Defense a Good Offense? Proactively Manage Information Governance to Control E-Discovery

Bennett B. Borden and Jason R. Baron

The sheer volume of enterprise data is permanently affecting how organizations prepare for eDiscovery.  Even with advanced predictive analytics, it is fast becoming a mathematical impossibility to respond quickly and efficiently to a legal matter when nets are cast wide across many data silos.   This expert panel discusses information governance best practices that can help you proactively prepare for litigation, using methodologies that drive down time and cost while retaining quality and defensibility.


2:00 PM – 3:15 PM

The New Frontier: Predictive Coding for Information Governance

Bennett B. Borden and Barclay T. Blair

Predictive coding is widely used in e-discovery, and its defensibility has been broadly recognized in US courts. The question is, can the same technology be used to implement an organization’s information governance policy? The basic concept is simple: train the predictive coding system to identify documents belonging to the organization’s retention categories. But does it work?  How do you start? Who should own the process? What are the challenges? What are the benefits? And is it defensible? In this session, our panel will address these issues, bringing to bear their first-hand experience, over the last year, in groundbreaking predictive coding projects in the information governance space.



10:30 AM – 11:45 AM

The Evolution of Information Governance: Predictive Governance

Bennett B. Borden and Barclay T. Blair

Predictive coding technology has already been successfully used for information governance, including defensible disposal use cases. In this session we will explore how the “train by example” iterative training process can be used to train an information governance system to categorize gigantic unstructured data set quickly and accurately, and we will explore how predictive technologies can be used to create highly accurate and consistent automated information governance solutions.


10:30 AM – 11:15 AM

Have We Reached a "John Henry" Moment in Evidentiary Search?

Jason R. Baron

Humans have always played a large role in document review, but the advent of predictive coding raises significant questions about the role of the human reviewer in the future of e-discovery. Is there room for both human and machine in e-discovery, or are human reviewers, like the great John Henry, doomed to become irrelevant by faster, more efficient machines? Join us as we discuss the evolving role of the human reviewer as the e-discovery community grows increasingly comfortable with technology assisted review.


2:00 PM – 3:15 PM

Total Cost of Ownership - Cloud vs. Premise: An Appellate Court-Style Debate

Jay Brudz

It’s a discussion more attorneys are engaging in as they move forward into a changing legal technology landscape: should I choose cloud-based software or software that’s installed at my office? Both sides of the argument have their merits, but this appellate court-style debate aims to have some fun to settle the case once and for all—or at least win some attendees over to their point of view. Three legal technology thought leaders will act as “judges,” while two industry “attorneys” will present their respective cases on why theirs should be ruled the winning viewpoint.



10:30 AM – 11:45 AM

The TAR Workroom

Bennett Borden

Now that the industry has more TAR case history and experience to draw upon, workflow guidelines are emerging as well.  This panel will guide participants through a working session examining the lifecycle of a TAR project, including:

  • Planning for a TAR project
  • Establishing statistical goals based on selected TAR objectives
  • Defining the TAR project team’s roles and responsibilities
  • Evaluating TAR training options
  • Devising QC strategies
  • Assessing TAR results
  • Deciding optimal pathways for strategic utilization of TAR results
  • Documenting the project to ensure defensibility and replicability

Participants will emerge with an understanding of what it takes to plan and implement a successful TAR project.


10:30 AM – 11:45 AM

Rightsizing Your Program to Get Funding and Succeed

Barclay Blair and Jason R. Baron

Enterprise Information Governance programs are often as complex as the problems they are intended to solve, incorporating governance needs and requirements of a multitude of internal and external stakeholders while beholden to industry requirements and tight budgets. In this session, our panel of seasoned experts will help prepare attendees with best practices for breaking down the Information Governance equation in their or their clients' organizations in order to kick-start an IG program. Topics to be explored include:

  • Assessing current realities to gain an understanding of what information-based threats and opportunities exist
  • Prioritizing threats and opportunities by evaluating risk/reward and estimating remediation ROI, including defensible deletion
  • Achieving cross-stakeholder support for development of an Information Governance framework and program

2:00 PM – 3:00 PM

Risky Business: The Critical Value IG Brings to Mergers, Acquisitions, and Divestitures

Bennett Borden

A difficult world financial market increases competition, which usually results in a flurry of mergers, acquisitions, liquidations, and divestitures. For IG professionals, these high-stakes transactions represent critical opportunities to affect value for their organizations and clients, both pre- and post-transaction. Come hear experts share case studies and insights on:

  • Supporting due diligence and HSR 2nd Request processes by finding and making information available that may not have been well managed or easy to find
  • Facilitating the assimilation of information assets post-transaction to ensure information is available and protected and storage is optimized
  • Mitigating inadvertent release or disclosure during a divestiture or split



NEW YORK, NY (February 3, 2014) –The Information Governance Initiative (IGI), a cross-disciplinary consortium and think tank focused on advancing information governance, launched today. The IGI will publish research, benchmarking surveys, and guidance for practitioners on its website at www.IGInitiative.com. The research will be freely available, and the group will also be providing an online community designed to foster discussion and networking among practitioners.

“We believe there is a need for like-minded people to come together and find a better way to use and manage information – a forum for ideas, facts and techniques,” said Barclay T. Blair, founder and executive director of the IGI. “That is why we are launching the Information Governance Initiative.”

Barclay T. Blair and Bennett B. Borden founded the IGI. Blair is the group's executive director, Borden is the organization’s chair, and Jason R. Baron is co-chair. Jay Brudz is general counsel.

“We launched the IGI because we believe there is a real lack of clarity in the market regarding information governance,” said Bennett B. Borden, founder and chair of the IGI. “We want to provide a home for a cross-disciplinary discussion around information governance so that organizations can harvest the value of their information. The IGI is a bridging organization to bring all the facets of information governance together.”

The IGI is launching with broad support from leading providers of information governance products and services, including:

“I see the IGI’s mission as sounding a call to arms that current information practices are unsustainable in our increasingly big data world, and that IG solutions exist that better leverage new technology and smart practices,” said Jason R. Baron, co-chair of the IGI. “Unless corporations and government agencies take more concerted actions, information overload and mismanagement may pose a serious threat to the economy and even to the justice system itself.”

The IGI is partnering with a variety of organizations to bring IG stakeholders from different disciplines together to work on the information governance problem. For example, the IGI has partnered with The CFO Alliance, a community of over 4,000 senior finance professionals, to bring the IG conversation to the finance community. ARMA International has appointed a representative to the IGI Advisory Board, and the two organizations plan on working together to advance the adoption of information governance. In addition, the IGI will be presenting several sessions on information governance at the Managing Electronic Records conference in Chicago, May 19-21, 2014.

“For years we’ve been treating the symptoms of bad information governance, but not the underlying disease,” said Jay Brudz, general counsel of the IGI. “The time has come to advance the state of the art to the point where we are no longer prisoners of our own information.”


The IGI has also formed an Advisory Board of members drawn from the disciplines that own the facets of information governance, such as information security, data science and analytics, privacy, finance, compliance, records management, e-discovery, risk management, and big data. The group also is developing a Corporate Council comprised of practitioners working in IG.

At launch, IGI Advisory Board members include Courtney Ingraffia Barton, senior counsel, global privacy at Hilton Worldwide, Inc.; Julie Colgan, president of ARMA International; Leigh Isaacs, VP of the information governance Peer Group at ILTA; and Richard Stiennon, chief research analyst at IT-Harvest and well-known cybersecurity expert. Additional board members are being added on an ongoing basis.

“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,” saidLeigh 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.”

“ARMA International is thrilled to be a part of the IGI,” said Julie J. Colgan, CRM, IGP, president of ARMA International and IGI Advisory Board member.  “ARMA International has been at the forefront of shaping the IG profession through its education, publications, and the development of the Generally Accepted Recordkeeping Principles®. By bringing together a critical mass of IG stakeholders and thought leaders in a collaborative setting, we believe the IGI will be an important vehicle for helping practitioners turn thinking into action.”

“Information Governance is closely coupled to the ideas and practices of IT security,” saidRichard 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.”


“Marvelous news! Well done Barclay and team for launching this long-needed IG think tank and forum,” said Peter Baumann, CEO of Active Navigation Inc. “Not a day too soon, and the Active Navigation team looks forward to working with the other IGI charter supporters to develop this critical business capability.”

“Data has become very big, with costs and risks close in tow,” said Amir Milo, CEO of Equivio. “Organizations just have to regain control over their data, and the sooner the better. Recently, some great work has started to emerge, the joint product of technologists and lawyers, working in close cooperation with corporations, which has the potential to re-define the space. The IGI is perfectly timed because it can help us all share and foster the development of this emerging knowledge base and work together to take information governance to the next stage.”

"As a provider of the industry's first subscription-based international records retention research product, we see the challenges of information governance first-hand every day," said Steve Formica, CEO of Fontis International. "We are proud to support this important new Initiative, which will play a critical role in bringing the stakeholders of information governance together."

“We’re happy to support initiatives like these that can help advance the industry,” said Andrew Sieja, president and CEO of kCura. “We’re looking forward to working with the IGI team in their efforts to educate the community.”

“The launch of the IGI marks a tipping point as the combined forces of mobile, big data, and the cloud offer immense opportunity that cripples traditional data protection and governance principles and practices,” said Deborah Baron, CEO at Nuix NA. “The IGI is uniting some of the best and brightest in the industry to tackle these challenges for the benefit of organizations globally. Nuix is proud to step up as a charter supporter, contributing our resources and expertise to help drive the industry forward.”

“Information is a key corporate asset that needs to be effectively managed and leveraged to drive innovation and growth," said Lynn Elwood, VP enterprise product marketing at OpenText, Inc. "We are entering an era of ’Big Content‘ where unstructured content continues to accumulate in massive volumes.  A strong information governance program is critical to protecting the content, protecting the organization, and unlocking the value in our information.  The IGI is perfectly timed to provide advice, knowledge-sharing, and best practices that reach across disciplines to steer information governance programs and professionals.”

“As a global leader in information management, Recall is proud to support the IGI in its mission to advance Information Governance practices and technologies,” said Recall’s Global Vice President and General Manager, Information Governance & Records, Rob Hamilton. “Information Governance is now a mission-critical objective for organizations around the world. We look forward to partnering with the IGI and its community to define global standards for securely managing the ever-increasing volume and variety of physical and digital information.”

“Recommind is excited to be a charter supporter of the IGI as we collectively drive the information governance market forward, helping the members leverage advanced technologies to solve historically difficult business challenges (Privacy, RIM, eDiscovery) – all of which are rapidly accelerating,” said Dean Gonsowski, Esq., VP business development and associate general counsel at Recommind.

“For the last five years, RSD has been on the forefront of understanding the challenges around information governance and developing a purpose-built information governance platform,” said Tamir Sigal, vice president of marketing at RSD. “We are thrilled to be part of the IGI community so we can continue learning from our peers and share how our strategy is helping address information governance issues for our customers.”

“Information overload has serious implications for organizations,” said Sheila Mackay, VP of e-discovery consulting at Xerox Litigation Services. “They increasingly need to find value in their data to be more competitive; meet the myriad regulatory, compliance, and legal requirements; and more efficiently address the costs and risks of storing, managing, and retrieving ever-increasing volumes of data. We are excited to be at the forefront of this strategic initiative to help facilitate dialogue among industry stakeholders and develop an effective and actionable information governance framework.”

“This initiative will help our clients, who, along with reducing e-discovery costs, face the information risk management challenges of long term sustainable archiving, the dark side of big data, international privacy, security, and ever changing compliance and regulatory requirements,” said Mary Mack, enterprise technology counsel at ZyLAB. “ZyLAB is proud to participate as a charter supporter of the Information Governance Initiative to contribute to the growth of this global, cross-organizational, cross-functional community.”

“As the digital age redefined the media for storing records, information governance will result in a comparable sea change in the processes by which records and information are retained, preserved, and made available,” said Robert F. Williams, president of Cohasset Associates, Inc., and founder of the Managing Electronic Records conference. “No entity better understands this transformation than IGI.”

“It's impossible to develop a defensible e-discovery and digital evidence framework without strong information governance in place, particularly as information extends into mobile devices, cloud, and virtualized repositories,” said Steve Teppler, chair of the E-Discovery and Digital Evidence Committee of the ABA. “All too often, organizations find themselves subject to sanctions because they have neglected information governance until it is too late. Seeing a thought leadership organization like the IGI take charge and offer best practices and awareness is critical to preventing problems well in advance of e-discovery requirements and digital evidence pitfalls.”



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. We invite practitioners and organizations who wish to participate in or support the IGI to visit our website at www.IGInitiative.com.

Contact: Barclay T. Blair
info@IGInitiative.com / 866-626-2917