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Update on InfoGovCon, The Information Governance Conference

Update on InfoGovCon, The Information Governance Conference

In September 2015, the Information Governance Initiative and Optismo partnered to produce InfoGovCon 2015 in Hartford, Connecticut. As of January 7, 2016 our organizations have mutually agreed to dissolve this partnership. The Information Governance Initiative is no longer involved in any activity or event conducted under the InfoGovCon or “The Information Governance Conference” brands. For more information about each organization please visit: Optismo (http://optismo.com) Information Governance Initiative (http://iginitiative.com).

Associate General Counsel Impressed

Associate General Counsel Impressed by InfoGovCon15

I’ve been to a lot of industry events. And in evaluating conferences, there are a number of things that I look for Linda Sharp InfoGovCon15when deciding whether or not I would attend again. When budgets are tight, there are a handful of key factors that reign supreme:

  1. Venue
  2. Local logistics
  3. Content
  4. Speakers
  5. Networking and
  6. Overall event impact

Let’s go one by one when reviewing InfoGovCon15.


I found the Connecticut Convention Center to be a fantastic location.  The facility appears to be relatively new and well laid out.  There were plenty of restrooms and strategically located to the ballroom and breakout rooms.  No walking a mile to the restroom. Hotels are strategically located; literally a Marriott next door and other top name brand hotels within easy walking distance. My only negative comment would be that Hartford is a long way from the west coast.  Overall, though, a great venue.

Local Logistics:

The Exhibit area was strategically placed outside of the main ballroom and designed to encourage foot traffic as the sessions broke.  Additionally, IGI did a fantastic job of ensuring that the break goodies were placed within the exhibit area, requiring attendees to pass by the exhibit tables and encouraged conversation.

ZL Technologies InfoGovConContent:

The event started with Barclay laying the groundwork for what we should expect over the next few days then we plunged into some extremely challenging and sometimes heated, yet professional discussions around information governance.  One of the topics that created lively discussion was around whether we keep virtually all of our information forever. I think that next year, we might consider boxing gloves for this session.  Other topics included understanding how we as a society are so connected whether we realize it or not, from the alarm and utility systems in our homes to the cell phones tracking our every steps.


The speakers were absolutely fantastic. All of the speakers -- whether from in-house counsel, vendor, or law firm -- all contributed to a better understanding of the direction that the industry needs to either move, or at least what we need to be thinking about. Each came with a unique perspective based on their tenured experience in their industry and offered ideas and thoughts for best practices. I didn’t get to attend all sessions, but I can say that every session I attended the speakers were professional and knew their content.


Between the breakfast meetings, the lunches together, and then the cocktail time afterward, there were plenty of opportunities for networking with past relationships and developing new ones.

Overall Impact:

All I can say is ‘wow.’ I’ve been to a lot of events, and rarely is there this level of sophistication in such a nascent ZL Technologies InfoGovConprogram! For a second year effort, I’d have to say that I was absolutely impressed. If you hadn’t been explicitly informed it was only the second year of conducting this event, you would never have guessed.

Overall, the experience was fantastic. I’m glad for the connections I made and the professional discussions I was able to have. But more than anything, I’m already looking forward to the 2016 event! I invite other in house counsel to join me as we strive to move the information governance industry forward!

Linda G. Sharp, Esq., MBA, CLSP – Associate General Counsel, ZL Technologies

Linda is in-house counsel to ZL Technologies and program chair of the ACC’s Information Governance committee. She has spent over three decades in the legal profession and over 15 years focusing on data management initiatives.


2015 IGI Awards Nominees Announced. Vote Now!

Have you encountered an IG professional, program, or provider that was exceptional? Many of us have, but until now there has been no easy way for us to acknowledge that excellence.

That’s why we are so pleased to announce the nominees for the 2015 IGI Awards, a new awards program for people and organizations achieving excellence in IG. The nominees for our inaugural awards are below, and public voting is now open, so vote today.

  • The IG Professional of the Year award is given to the individual who has demonstrated excellence in the development of his or her company’sIG program in 2015. The nominees are:
    • Abhishek Agarwal, Chief Privacy Officer at Baxter International
    • Duke Alden, Vice President, Global Leader of Data Protection & Governance at Aon
    • Angela Amrine, Assistant Manager of Records & Information Management at Discount Tire
    • Courtney Ingraffia Barton, Senior Counsel, Global Privacy at Hilton Worldwide, Inc.
    • Vicki Lee Clewes, Vice President of Global Records & Information Management at McKesson Corporation
    • Aaron Crews, Senior Associate General Counsel and Global Head of eDiscovery at Walmart
    • Leigh Isaacs, Director of Records & Information Governance at White & Case LLP
    • Richard Kessler, Executive Director, Head of Group Information Governance at UBS
    • Tera Ladner, Group VP, Corporate Records and Information Management at SunTrust Bank
    • Mark LeMahieu, at Harley-Davidson Motor Company
    • D. Madrid, Senior Enterprise Content and Records Management Analyst at Tri-State G&T
    • Matt McClelland, Manager of Information Governance Office at Blue Cross Blue Shield of North Carolina
    • Bruce Pfannenstiel, Director, Information Governance & Compliance at PPD, Inc.
    • Dorothy Dale Pollack, Director, Global Information & Records Management at GlaxoSmithKline
    • Joe Ponder, Vice President of Information Governance at LifePoint Health
    • Kurt Wilhelm, Director, Information Governance at NBCUniversal, Inc.


  • The IG Technology Provider of the Year award is given to an IG technology provider that has demonstrated excellence in its product in 2015. The nominees are:
    • Active Navigation2015 IGI Awards
    • Catalyst
    • Daegis
    • EQD
    • Exterro
    • Feith
    • FileFacets
    • FileTrail
    • Fortis Quay
    • Gimmal
    • HP
    • Iron Mountain
    • kCura/Relativity
    • Kroll Ontrack
    • Mindseye
    • Nuix
    • OpenText
    • Recall
    • Recommind
    • RecordLion
    • RSD
    • Valora Technologies
    • Viewpointe
    • ZL Technologies
    • Zylab


  • The IG Service Provider of the Year award is given to an IG service provider that has gone above and beyond with its offerings in 2015. Thenominees are:
    • DTI
    • Duff and Phelps
    • Doculabs
    • EQD
    • EY
    • Feith
    • Fortis Quay
    • GEN3i
    • Gimmal
    • The Holly Group
    • HP
    • Huron
    • iDiscovery Solutions
    • IDT911 Consulting
    • Iron Mountain
    • KPMG LLP
    • Kroll Ontrack
    • Recall
    • Special Counsel IG
    • Valora Technologies


  • The IG Evangelist of the Year award is given to the IG professional the IGI community agrees has done the most to advance IG in 2015, on both personal and professional bases. The nominees are:
    • Julie Colgan, Head of Information Governance Solutions at Nuix
    • Chris Dale, Consultant at e-Disclosure Information Project
    • Dean Gonsowski, Vice President, Business Development & Head of Global Information Governance at Recommind
    • Reed Irvin, Executive Vice President, Product Development at Viewpointe
    • Rich Lauwers, Information Governance Solution Architect at Nuix
    • Kon Leong, CEO at ZL Technologies, Inc.
    • Alison Lloyd, Editor at DOCUMENT Strategy (DS) Media
    • Randy Moeller, Records & Information Mgmt Governance Managerat Procter & Gamble
    • Sandra Serkes, CEO at Valora Technologies
    • Bill Shute, Chief Strategy and Marketing Officer at Viewpointe
    • Robert Smallwood, Managing Director at Institute for Information Governance
    • Chris Surdak, Global Subject Matter Expert, Information Governance and eDiscovery at HP Software
    • Chris Walker, Principal at PHIGs Information Management Consulting Inc.
    • Allison Walton, CEO at Fortis Quay, Inc.
    • Steve Weissman, Minister of Process & Information Betterment at Holly Group

In addition to the above categories, awards will be presented for IG Excellence and CIGO of the Year.

The IG Excellence award is given to a company that has masterfully developed, advanced, and managed its IG program in 2015.

The CIGO of the Year award is given to the IG executive who has demonstrated excellence in his or her respective field, serving as a visionary trailblazer in the important emerging role.

Nominees and the award-winner for both the IG Excellence and CIGO of the Year awards will be determined by the awards committee.

Thank you for taking the time to help recognize the folks and organizations who are working their hardest to advance IG on a daily basis!

Winners will be announced at the Awards Ceremony at InfoGovCon 2015, which takes place Sept. 29–Oct. 1 at the Hartford Convention Center. Tickets are available for the 2015 IGI Awards Ceremony or grab your ticket to attend the full conference.



The IGI Awards: Recognizing the People, Programs, and Providers Pushing IG Forward

Which information governance practitioners, programs, and providers are doing the most to push IG forward? We’ll find out soon enough.

The Information Governance Initiative is pleased to announce the IGI Awards, which will be unveiled at InfoGovCon 2015, an Information Governance Conference, slated to be held on Sept.29–Oct. 1 in Hartford.

The awards will be given to the people and companies the information governance (IG) community determines deserve recognition for their IG efforts, commitments, and successes.

Here’s the catch: As you are a member of the IG community, we need your help.

Know anyone who goes above and beyond in the IG space? Does your company rely on IG providers to handle their information governance needs? Is your boss the Chief Information Governance Officer (CIGO) that should be the envy of other similar executives?

If so, please take a moment to nominate individuals and businesses for the following six award categories:

  • IG Professional of the Year: This individual has demonstrated excellence in the development of his or her company’s IG program in 2015.
  • IG Program of the Year: This Company (corporation or law firm) has masterfully developed, advanced, and managed its IG program in 2015. (Note: To submit for this category, please include the name of the organization you’re nominating as well as your reason for nominating it. We’ll also need the contact information from the nominees and nominators.)
  • IG Technology Provider of the Year: An IG product provider that has demonstrated excellence in their products in 2015. Organizations who primarily earn their revenue from products (e.g., software, hardware, etc.) are eligible for this category. For the purposes of this award, organizations that provide professional services primarily derived from the implementation, configuration, and use of their product are considered Technology Providers, and are not eligible for nomination in the Service Provider category. Some organizations have divisions that separately provide both products as well as services not derived directly from those products and are thus eligible for nomination in both the Technology and Service Provider award categories. The Awards Committee reserves the right to adjust nominations in accordance with these guidelines.
  • IG Service Provider of the Year: An IG services provider that has demonstrated excellence in their services in 2015. Organizations who primarily earn their revenue from professional services (e.g., consulting, legal services, etc.) are eligible for this category. For the purposes of this award, organizations that provide professional services primarily derived from the implementation, configuration, and use of their product are considered Technology Providers, and are not eligible for nomination in the Service Provider category. Some organizations have divisions that separately provide both products as well as services not derived directly from those products and are thus eligible for nomination in both the Technology and Service Provider award categories. The Awards Committee reserves the right to adjust nominations in accordance with these guidelines.
  • IG Evangelist of the Year: This IG professional has done the most to advance IG in 2015; his or her devotion to IG will be evidenced by professional and/or personal activities.
  • CIGO of the Year: This IG executive has demonstrated excellence in his or her respective field, serving as a visionary trailblazer in the important new C-suite role.

Beginning Monday, you’ll be able to vote for the people and companies you think are most deserving of the awards. (Note: The CIGO of the Year will be determined by the Awards Committee.)

We look forward to unveiling the results at the end of next month in Hartford! Don’t forget to register to attend #InfoGovCon15.


Join Us and Connect with the IG Community at InfoGovCon, Sept. 29–Oct. 1


What’s the easiest way to move information governance projects forward? Why do information governance initiatives fail, anyway? And what exactly is a data scientist or a data ethicist? What about a CIGO?

These questions and a host of others will be answered at the 2015 Information Governance Conference (InfoGovCon), a three-day event hosted by the IGI that we hope you will attend. The conference, which will be held from Sept. 29–Oct. 1 at the Connecticut Convention Center in Hartford, will feature a variety of information governance leaders from across all industries, as well as a slew of IG practitioners (and those who want to get started) much like yourself.

Though the conference’s agenda is jam-packed, attendees are able to choose their own educational tracks each day, selecting the sessions they find most helpful for their particular situations.

According to one attendee of last year’s conference, Robert J. Ridgway of the Mohegan Tribe of Indians, all organizations concerned about information security, records management, or making IG progress should consider heading to Hartford. He said his organization was able to get to work on IG right away after attending the event last year.

“Without the insights and experiences of the InfoGovCon professionals, we would still be on the sidelines waiting for someone to say, ‘do something!’” Ridgway explains.

The conference includes a mix of breakout sessions, exhibits, networking time, and even a “data art gallery,” among other things. There are also a DSC_0304-300x199bunch of major speakers, including:

  • Aaron Crews, Senior Associate General Counsel & Global Head of eDiscovery at Walmart
  • Richard P. Kessler, Executive Director and Head of Group Information Governance, IT Contracting and Shared Services Legal at UBS
  • Jeffrey D. Bridges, Director of Information Governance at Boehringer Ingelheim USA
  • Jessica Harman, Records & Information Management Supervisor at Phillips 66
  • Jeff Kosseff, Assistant Professor of Cybersecurity Law at the United States Naval Academy
  • Russel M. Walters, Ph.D., Research Associate Director and a fellow at Johnson & Johnson

Tickets—which cost between $199 and $399 depending on the size of your group—are available here.

Please contact us if you have any questions. You can also follow the conference on Twitter and LinkedIn or with #InfoGovCon15. We look forward to seeing you in Hartford this fall!



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.