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IGI To Deliver IG Boot Camp at Exterro inFusion ’15 User Conference

The IGI is hosting our next Boot Camp at inFusion ’15, the annual user conference of IGI supporter Exterro. The Boot Camp will be held on August 25 from 1-5 p.m. PDT.

Our IG Boot Camp offers an interactive “conference within a conference,” enabling attendees to gain hands-on, practical insight and tools that enable them to implement and develop their IG programs.

Prior attendees of our Boot Camps have told us that:

The IGI Boot Camp at inFusion ’15 is designed specifically for corporate legal, IT, RIM and compliance professionals. The IGI’s Bennett Borden and Barclay T. Blair will lead participants through this interactive workshop.

Participants in the workshop will:

  • Learn about the facets of IG and learn how to get IG programs started at their organizations.
  • Work through recommended steps for proactively managing their data using existing software.
  • Learn a battle-tested project planning methodology that they can start using immediately to move their IG program forward.
  • Gain hands-on experience with planning and executing data remediation projects.

Bennett Borden, IGI Co-Founder, will also be participating in the panel discussion, “How Information Governance Will Change The Way We Work,” earlier in the day at inFusion ‘15.

The conference will be held from August 24-26, 2015 at the World Trade Center in downtown Portland, Oregon. The panel session will take place on Wednesday, August 25, from 11 a.m. to noon PDT.

During the session, panelists will look specifically at the intersection of information governance (IG) and e-discovery. Attendees will learn how to relate e-discovery processes to broader IG initiatives; refine e-discovery processes so they can better support IG priorities; as well as how to overcome cultural divides and work collaboratively with key IG stakeholders in their companies.

inFusion '15 is aimed at educating and connecting the Exterro user community. In addition to such engaging panel discussions, the three-day event will offer hands-on certification training, and breakout sessions. Attendees will also gain insights from industry leaders, Exterro product experts and, most importantly, their peers.

At the Exterro conference, attendees will be able to take part in on-site training, in-depth sessions and peer-to-peer discussions based on real-life situations and practical experiences from users of Exterro’s E-Discovery Software Solution. Attendees will be able to share and discuss best practices for addressing global e-discovery and information governance challenges.

Both the panel discussion and the IGI Boot Camp are CLE approved. Details for the conference can be found on the website at http://www.exterro.com/about/news-events/infusion-15/agenda/.


Chief Information Governance Officer Summit: The Reviews Are In

The single most important industry event I have yet attended; densely packed with immediately useable approaches, methodologies and best practices; staffed by passionate and supremely experienced SMEs - both within and extraneous to the discipline - providing a 360-degree view of the imminent CIGO revolution; overall a grand slam. A definite repeat for next year!

Richard Kessler, Head of Group Information Governance, UBS AG

Most organizations like ours do not publicly share the results of post-event surveys, but at the IGI we work hard to be different and transparent. So, in that spirit, I am going to share results of the May 2015 CIGO Summit participant survey that just came in.

Overall, I'm really happy to see that in almost every metric we exceeded our goals. In one area we could have done better, but I knew that would be the case going in and will explain why. If you missed the CIGO Summit, check out this excellent write-up on the event.

Key results

Overall Event Satisfaction


So honored to be a part of such a diverse group of IG experts. The ability to collaborate and discuss directly with your speakers is invaluable! Leave it to the IGI to start the trend away from the power point/listen/5-minute Q&A all are accustomed to. Exactly what separates IGI/Barclay and the Gang from the impersonators. (Ok - might need to not be so harsh - I've been drinking)


Nearly all participants said they were very satisfied (71%) or satisfied (20%) with the event, proving that our commitment first and foremost to events that provide value to the participants is paying off. As insiders, we have seen with our own eyes that most industry events are actually designed almost exclusively for the sponsors. I believe that this serves neither the sponsors nor the participants. It is a difficult balance to strike, and it is much more work to put the participants first. For the CIGO Summit, we undertook a “by invitation only” model, which meant that I personally invited or approved each and every participant in the room. Believe me, this process is not fun and I had many painful conversations with excellent consultants and experts (personal friends in many cases) as to why they could not attend. Why? Because I wanted to make sure that the room was filled with senior, working IG practitioners. The providers in the room were a select number of excellent subject matter experts from IGI supporters who had funded the event itself. Quite frankly, without those supporters, this event would not have happened. We simply cannot charge attendees enough to cover the costs, much less pay ourselves (see below for more details).

This process was the right process for this event, given its focus and goals. It is not the right, or even necessary, process for other events that we do. For example, our next big event, InfoGovCon15 is inexpensive ($400 or less for 2.5 days), democratic (with session voting), and open to all.

Why Did People Come to the Event?

It is so important, as we all march down this new road, that we learn from each other and exchange lessons learned. I love that this forum gave me a chance to meet my peers and be educated!

Vicki Lee Clewes

Nearly 100% of participants said that the reason they attended was to "learn what others are doing to advance information governance at their organizations.” It is very rewarding to see this result because so much of what we do at the IGI is focused on connecting our members to other members. You consistently tell us things like, “please just help us understand what other organizations are doing,” a request we have worked to fulfill in multiple ways, including our Annual Report, our online community of thousands of IG practitioners, our IG Boot Camps, our soon-to-be-published Benchmarking Report, and events like CIGO Summit and InfoGovCon. The next most common answer was “to network,” a very closely related concept.

How We Did on the Details

What a great and diverse group of colleagues. The event allowed us to share our IG stories. It is so helpful knowing I'm not alone in my IG pain.

Sharon Keck, Polsinelli, PC

Events live or die based on the details, and I was happy that each aspect of our conference from the smallest detail to the highest-level theme was highly rated. (i.e., in each case, higher than 4 out of 5). For example, participants rated the speakers at 4.45, the registration process 4.6, and the individual interaction at 4.26.

Our Speakers

Information is not an IT problem, but a business problem. The CIGO Summit provided the perfect vehicle for developing a corporate cross-functional information strategy (Marketing, E-Discovery, Compliance, IR, Business Practices investigations, etc.) that balances organizational legal and technical challenges while maintaining business critical information in a consistent and defensible manner in order to deliver critical elements to support sustainable growth. I highly recommend it to those that wish to align themselves with thought leaders in the space. Get out in front of the information conundrum (volume rich, knowledge poor) and become an advocate for change.

Tim Kaufman, UTC

Our speakers, who we chose very careful and curated to fit into the overall theme and goal of the event, were also rated very highly, with each speaker receiving a rating over 4 out of 5. A certain senior level IGI official, who hosted and facilitated the event, received the highest speaker rating (but please don’t tell him that as he is already almost unbearable).

Unlike most industry events, we folded paid, professional speakers into the program because we wanted to expose our participants to fresh, expert viewpoints that would help them grow as IG leaders. Those speakers were also rated highly (4.43 and 4.11). We also put our sponsor speakers through the wringer, asking them to encapsulate their most important messages into a 6 minute and 40 second presentation comprised of 20 slides that auto-advance every 20 seconds. Each one of our sponsor speakers (Sue Trombley, Rob Hamilton, Julie Colgan, and Trent Livingston) rose to the challenge and did a magnificent job under pressure in providing useful, targeted information for this audience, and they were highly rated as well (an average rating of 4 out of 5).

What Did Participants Like Most About the Event?

Participating in the CIGO Summit was a unique opportunity to engage with many of IG's leading professionals. The thorough and fast-paced agenda exceeded my expectations, both from a content perspective and as a venue for the frank exchange of ideas.

Susan Wortzman

Here's what participants told us they liked most about the event:

  • Seniority of delegates.
  • Event size and very interactive.
  • So many senior IG people in one place- there is power in numbers and an agreement on how to move forward.
  • Impactful agenda. Powerful interaction. Brilliantly executed.
  • The interaction with brilliant IG visionaries and practitioners.
  • The care with which it was designed.
  • Being able to interact with so much talent and experience.
  • Being involved with people promoting an emerging field
  • The professionalism with which polarized opinions could be discussed
  • Incredible gathering of IG thought leaders. Great speakers, great activities.
  • I learned a lot, got inspired, and met lots of smart people.
  • Practical insight from practitioners, war stories, gathered a really high-quality group
  • I liked the mix of people who attended and the content was excellent.
  • The constant collaboration and not just a PowerPoint and a person - it was like having a conversation with your speaker.

What Did Participants Like Least About the Event?

When designing this event, I had a pretty good idea what the answer to this question would be:

  • Compressed timeframe.
  • I actually would have liked it to be longer.
  • Intense day - very packed.
  • Not enough time for topic.
  • Not enough time!
  • Time crunch.
  • Very long intense day. Might be better over 1 1/2 days.
  • Went too fast.
  • That it only lasted a day.

I literally cannot think of the last time I went to an event and left thinking that it was too short. If we had to fail in some way, I'm happy to fail in this way. I absolutely acknowledge that that we tried to do too much in one day. But, we had committed to a one-day event (somewhat arbitrarily I suppose, based on the assumption that it would be easier to pull off, which now I realize is not true) a long time ago, and needed to stick with it.

So, I aggressively cut and cut until I arrived at what I though needed to be the minimum topics we needed to cover. I knew it would be intense. I knew it would be too much. But I was more comfortable making a mistake in that direction than the other, which I could not bear: i.e., empty, fluffy, retread content full of the same old platitudes squeezed between hour-long “networking breaks.”

Let’s talk about some of the other things that people did not like:

  • “Having vendors there.”

The market simply does not enable us to host an event like this, with people of this level of seniority, in an accessible major city, with the expected level of fit and finish, without sponsors. Without sponsors, the ticket price of this event just to allow us to break even on the hard costs would have been over $2500, which seems like a lot for a one-day event that does not result in some kind of certification or specific set of marketable skills, or at least promise to change your life forever. If we actually wanted to make money, and cover the thousands of hours of planning and execution time an event like this takes, we would have to charge much more.

Or, we can ask for the support of the providers in our IGI community, which we did. But, we did it in a very considered way. Our sponsors were allowed to send 1 or 2 people (depending on sponsor level) to the event, and not sales and marketing people. They needed to be senior IG subject matter experts who could contribute to the discussion. And that is what we did – we had several of the most recognized provider SMEs in the room who added great value to the discussion.

Also, there is a very clear and obvious reason to “have vendors in the room.” Quite simply, the problem of IG cannot be solved without technology. In my view, information about what technology is available and what it can to is just as valuable as information about experiences, successes, techniques, and tips. At the IGI our mission it to promote IG as far and wide as we can, and that includes promoting awareness of what is possible with technology currently available on the market.

Now the obvious question: why don’t we just do the event at a less expensive location, and let participants pay a lower rate, but one that would cover both the hard and soft costs? Well, if anyone has any ideas on how we attract and satisfy a room of CxO, SVP, VP, and Director-level attendees who already have too much on their plates to an event, venue and location that costs less than half of what a typical venue costs, please call me immediately at (646) 450-4468. That being said, the hotel conference business is not a pleasant one, and we are looking at alternative venues and approaches that can both reduce costs and increase attendee value.

Would People Attend Again?

Hard numbers and soft skills: Great case studies, roadmaps and networking toward elevating the information governance stewardship. Thank you.

Mary Mack

84% of people who attended said it was very likely (52%) or likely (32%) that they would attend this event again next year. We will do this event again, and evolve it each time, many more times. The focus of this first event was to introduce the concept of the CIGO, and to build a Playbook that aspiring CIGOs and other in that ecosystem could use to explain the role and help build the case for it (look for the first edition of the Playbook in July). We will continue to provide education, networking, and community around the topic of IG leadership. We got the ball rolling with this event and will continue as a core part of our mission.

Thank you to everyone who attended and to everyone who made this event a success. If you want to participate in or support our next CIGO Summit, please let me know.




We are pleased to announce that we have formed a partnership with PRIMO – the Pharmaceutical Records and Information Management Organization. PRIMO is a consortium of pharmaceutical companies committed to developing and advancing records and information management programs in the pharmaceutical industry.

This powerful collaboration comes at a time when C-level executives are being pressed with daunting issues surrounding effective information governance.

PRIMO works to address these challenges and improve information governance within the pharmaceutical industry by conducting benchmarking, developing compliance tools and good-practice approaches to records and information management, and promoting workable RIM standards.

The partnership will promote our two major conferences this year, our two-day Inaugural CIGO Summit, which kicks off in Chicago on May 20 and InfoGovCon, which takes place in Hartford, Conn. from Sept. 29 to Oct. 1.

PRIMO is an official partner of not just the IGI but of the CIGO Summit and InfoGovCon as well. Jean Zuiker, Associate Director, Records Programs at PRIMO member Takeda Pharmaceuticals, will participate on behalf of PRIMO during our CIGO Summit.

We will work to bring our research and content to PRIMO members, and, in turn, they will share with us the unique information management challenges and opportunities in the pharmaceutical industry, in addition to sharing information and best practices.

IGI Advisory Board member Sylvia Diaz is the current chair of PRIMO. Last year, on behalf of PRIMO, Diaz attended a dinner we held during the MER (Managing Electronic Records) Conference. The dinner was also attended by 30 corporate guests and sponsored by our Charter Supporters OpenText and Nuix. Diaz also participated in our Boot Camp this past February at Cardozo School of Law during LegalTech week.

“The IGI is making an important contribution to increasing the awareness of information governance, and we are excited to participate and support this vital work,” Diaz said. “The IGI and PRIMO are excited about this partnership and look forward to working together.”



On January 22, 2015, the IGI and Charter Supporter, kCura, produced a live webinar entitled, Building Information Governance Policies and Workflows. The webinar was a follow up to the IGI Boot Camp held at kCura’s Relativity Fest in 2014. Several hundred practitioners listened in as Bennett B. Borden (IGI Founder and Chair) and Rene Laurens (kCura) described a practical approach to data remediation. Remediation is an IG process directed at bringing order to information. It is not merely deletion, although deletion can and often should be a significant part of a data remediation project. Rather, data remediation is focused on the overall management of information and enabling critical IG activities, including cleaning up, organizing, or migrating information.

Bennett discussed how remediation is a common IG starting point for many organizations. He also presented a remediation methodology that is explained in detail in our recent white paper, The Role of Remediation in Information Governance, available to subscribers on our community site. Rene offered a live demonstration of the methodology in action using a mock data set.

Bennett drew a connection between the process of conducting e-discovery and the IG workflows at the center of the remediation process.

“The e-discovery process is identical to a data remediation process where now we’re looking for information that is specific to a particular subject which may be a records class or a particular kind of document. What we have learned in e-discovery can inform these remediation projects. So, if you are doing e-discovery, you already have the expertise in house to do data remediation projects. Often companies get paralyzed around the complexity of remediation. But in many cases they already know how to do it,” said Bennett.

Bennett also discussed how even basic remediation steps can return significant dividends. For example, knowing where your information is allows you to get to it faster and more cheaply if you are hit with a discovery or other investigative request. It can also make business processes more efficient. However, the biggest impediment to remediation projects is not the technology, but the lack of maturity around the decision-making required for successful remediation projects. The power of IG is bringing together all of the stakeholders and coordinating them to make remediation and other IG projects successful.

The webinar recording is available through our community site resources page, here. If you are working on a remediation project and have questions, use our community forums to get insight from your peers who have already gone through the process



I am proud to announce that we have grown by 100% since our launch just one year ago. We are humbled and honored that so many great organizations have decided to join us in promoting the practice of Information Governance. We all share the conviction that IG is the best chance that organizations have to truly get their information under control and to maximize its value. That’s why we created the Information Governance Initiative – and why we want you to be a part of it.

The IGI launched with a group of Charter Supporters that included Active Navigation, Drinker Biddle & Reath LLP, Equivio, Fontis International, HP Autonomy, Iron Mountain, kCura, Nuix, OpenText, Recall, Recommind, RSD, ViaLumina, Xerox, and ZyLAB. Our Charter Supporters joined us when the IGI was nothing more than an idea and a promise, and we are pleased that each of them (minus one who was acquired by another) will continue to support us in 2015. Later in 2014 we were also joined by Viewpointe LLC.

Today we are honored to announce the new group of innovative companies that have joined the IGI. Joining us today are DTI, Duff & Phelps, EQD, Exterro, Huron Consulting Group, Kroll OnTrack, and Mindseye. We thank them all for their generous support.

Over the past year our dedicated staff has made great progress in furthering our mission. We published our 2014-2015 Annual Report, the first definitive look at the IG concept, market, and discipline. We talked to hundreds of IG practitioners across the globe. We held our very successful IG Boot Camp events. We spoke around the globe. We launched our online community. We broke bread with dozens of senior IG practitioners and heard about their concerns and successes. We built strong partnerships in big data, e-discovery and health information management. We created an incredible advisory board with representatives from the major facts of IG. We weighed in on important legislative developments. We published IG case studies and white papers. We had online hangouts and webinars. It was a busy year.

This year is going to be even busier, with even more of these activities planned. We will hold our first annual Chief Information Governance Officer Summit in Chicago May 20-21. We are holding Boot Camps and executive dinners across the country. We are launching our Task Force program where we will work with IG practitioners to create real, practical IG tools, starting with a model IG steering committee charter. We have other big announcements planned, so stay tuned.

This week will be a busy week for the IGI and our supporters. We are holding a NYC Boot Camp in partnership with Cardozo Law School. We are having our first anniversary cocktail reception. We are delivering a shorter version of our Boot Camp as part of the LTNY program, meeting with our Industry Committee, and speaking several times. We hope to see you there.




The IGI is planning our first NYC boot camp in partnership with Cardozo School of Law during LegalTech week. The one-day, information governance (IG) “boot camp” will take place on Monday, February 2, 2015 from 9:00 AM to 4:00 PM.

Learn more and register here.

The IGI Boot Camps are designed as an interactive environment in which practitioners can gain hands-on, practical experience about the implementation and ongoing development of IG programs in their organizations. During our “Getting IG Off the Ground” Boot Camps, practitioners will learn about setting the stage for IG at their organizations, getting started on their first IG project, the challenges around forming an IG steering committee, and much more. The IGI Executive Team—Barclay T. Blair, Bennett B. Borden, Jason R. Baron, and Jay Brudz—will facilitate discussions and group breakout sessions.


9:00 AM to 9:30 AM                                       Boot Camp Registration Check In
9:30 AM to 10:00  AM                                    Setting the Stage
10:00 AM to 11:00 AM                                   Identifying and Coordinating the Facets of IG
11:00 AM to 11:15 AM                                    Networking Break
11:15 AM to 12:15 PM                                     Forming and Running an IG Steering Committee
12:15 PM to 1:00 PM                                      Lunch (Hosted in Lobby area)
1:00 PM to 2:00 PM                                       Taking Action: Quick & Dirty or Big Bang?
2:00 PM to 2:15 PM                                       Networking Break
2:15 PM to 2:45 PM                                       IG Project with Technology Presentation
2:45 PM to 3:00 PM                                      Workshop Wrap Up
3:00 PM to 4:00 PM                                      Artisanal Cocktail Hour Courtesy of The Glenmont Group

Read more about past IGI Boot Camps at InfoGovCon 2014 and RelativityFest.

Seating is limited. Register today to save your spot!