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IGI at ARMA International Conference

4 IG Questions You Can Answer with the IGI at ARMA International Conference 2015

Whether your organization is just beginning to explore information governance or looking for ways to formalize your existing approach, taking a critical look at your process and learning from other teams can help you make big strides toward success.

The ARMA International Conference is held annually to bring information professionals together to do just that: educate and inspire one another to stay ahead of a rapidly changing industry. This year, the show takes place October 5-7 in Washington, DC.

As you attend this year’s conference, network with peers, and dive into the sessions, we’re confident you’ll find answers to these five important questions.

  1. What are all the moving parts of a good IG program, and how do they interact? Every company is different, but the principles of a sound IG policy are often the same. What teams need to be involved, what interests are at stake, and what can you do to help them align?
  2. How can good IG prevent major security breaches? The media has been all over the high-profile security breaches that plague businesses in every economic vertical. Are there any IG best practices that can help lessen the impact of these breaches, or even prevent them?
  3. What’s your first step toward building your next IG project? You’ve gotta start somewhere—and the work never stops, either. How should you go about building your team’s next IG project?
  4. How can you build a career in IG? Information governance is in high demand, and it’s fueled by constantly evolving technology and business processes. If you’re in this fascinating space for the long term, which path should you follow toward the top?

At this year’s conference, we’ll be presenting several sessions to foster the discussion around these questions and more.

First, join us for an in-depth IG Boot Camp that will give you everything you need to dive into IG and begin implementing a program in your organization. You’ll come away with tangible next steps, tips for success, and hands-on experience building a project tailored for your team. The Boot Camp, entitled Getting Information Governance off the Ground: An IG Boot Camp, takes place before the full conference on Sunday, October 4 from 8:00 AM to 4:00 PM.

You can also find us at The Importance of a CIGO in Cybersecurity, where we’ll highlight the necessity of a strong leadership role for your organization’s IG and data security programs, on Tuesday, October 6.

Finally, Barclay T. Blair is presenting Wednesday, October 7’s keynote entitled IGgenius: Paving Your Pathway. We’re excited to hear the other panelists’ stories on the road to impressive careers in information governance.

If you’re attending this year’s show and would like to meet up with us one-on-one, use the online scheduler to book a meeting—we’d love to meet you in person.

The government symposium will also take place during the conference from October 5-6, sponsored by IGI Charter Supporter Iron Mountain and featuring Co-Chair Jason R. Baron. If you’re attending, find us at the showing of Decade of Discovery on October 5 from 3:30 to 5:30 PM, or the presidential debate on October 6.

We hope you’re looking forward to this year’s ARMA International Conference as much as we are, and we’re excited to see you there!



Note from the IGI: In this guest post, Maurice Labrie, Director of Product Portfolio at Charter Supporter and CIGO Summit Platinum Sponsor Iron Mountain, shares his ponderings on the CIO role after attending the 2015 CIGO Summit.

I had the privilege of recently attending the CIGO (Chief Information Governance Officer) Summit in Chicago. The inspirational day was packed with candid discussion, knowledge sharing and collaborative thinking. Throughout the conversations I found myself processing some data points that didn’t come up during the often intense dialogue. So, in the spirit of what IGI represents, I decided to put some of these thoughts down and share them with others.

One of the things we did was explore the origin and role of the CIO to relate how it can inform the new CIGO role. The CIO came into being to ensure that technology infrastructure and related resources are sufficient to support critical business objectives. I believe in time this role will be marginalized as “computing as a service” reshapes the demands and responsibilities associated with this job description. No longer will they be responsible for managing massive in-house teams or massive in-house platforms. The entire context of the CIO position will shift towards managing a sourced ecosystem. Computing power and capabilities will be supplied by 3rd parties who have their own resources to ensure service continuity and development of features that address specialized facets of business operations.

I thought to myself….how will the CIO role be recast or will it? As the responsibilities associated with the CIO position erode into an emptiness, how will this emptiness be filled? Will their role shift into a new information 2015 CIGO Summitparadigm? Perhaps managing the information itself as opposed to the systems that enable creation, access and distribution? I don’t see CIO’s maintaining the political stature they have today into the future without something changing. Given the likely track for the CIO, there’s an opportunity to create a path of least resistance in organizations to advance information governance. This path could ultimately realize the benefits of a CIGO by redefining how the role of the CIO can be repurposed to address a new range of information responsibilities as existing responsibilities become displaced.

I also thought to myself, what about the onslaught of data scientists who are just now emerging into the mainstream. Who will they report to? They are coming, fast and in droves. Who they report to – my guess, absent a change in structure, will be up through IT, the CIO. This is because they need technology to do what they do, DSC_5851so there’s a natural relationship to the IT function. In reality, the output of what they do is “intelligence” and that intelligence is intended to support critical business objectives (sound familiar?). Data science output will be consumed by multiple internal customers, sales & marketing, finance and legal being the primes. One could argue that data science will be a shared service (which is what IT is). Data science is the power card – he who holds these resources owns information governance (as it what enables the informed insights).

Then I thought perhaps the whole role of IT will shift from systems to data. The age old question of who owns the data – or information - is always answered “the line of business”. I think that, too, will shift – information will become a common asset of the collective organization. Some group in the organization will be responsible for this and a logical place is IT given its lineage and position. Intelligence will be a shared service and it will be 2015 CIGO Summitsourced from aggregated data. Aggregation requires technology, and thus I believe will end up in the province of IT. It could be that each organizational function builds an independent data science team (Analytics and Insight) but I don’t see this model staying around for long – given it will eventually be recognized as a shared service and adjusted accordingly. I suspect unless something changes soon, data scientists will report into IT and IT will evolve into a new discipline area, which includes data intelligence and information governance. Strangely enough, the timing of this change shift to data scientists will be offset by the decline in skilled professionals who work on internal systems infrastructure, storage and development. It’s safe to assume that forward thinking CIO’s will be looking for a way to sustain their meaningful presence, and data science is one way to preserve their importance.

The reality of instilling information governance into any organization is balanced by cost and a return on that cost. I believe there’s an opportunity to infuse information governance into daily operations of business by leveraging the CIO as they navigate the transformation of IT.

CIGO Summit


As IT moved into the mainstream in the 1980s, we debated who should be in charge of information. The CIO emerged and dominated, but 30 years later most organizations seem to be rudderless. The most critical questions about our information assets go unanswered. A cursory glance at the news on any given day provides ample evidence of this.

We have had 30 years to solve this problem. We have not.

At the Information Governance Initiative (IGI), we believe that we need a new senior executive charged with owning and coordinating the solution to our complex and overlapping information challenges—an executive with the ability and authority to connect the dots between problems that are currently mostly dealt with in isolation. How does security connect to electronic discovery? How does retention connect to big data? How does information’s upside connect to its downside?

We call this role the Chief Information Governance Officer (CIGO). On May 21, 2015, we will hold the first summit to develop this role. And we need your help.

CIGO Summit

Our format is simple: We hear from an expert for 15 minutes, then we discuss for 30. We capture the insight in real-time, and you take it home with you. Rinse and repeat throughout the day, with lots of time to refresh you brain and drag yourself away from your smartphone long enough to introduce yourself to a stranger— a stranger trying to solve the same problems you are.

Our CIGO Summit is a different kind of event. No death by a thousand slides. No aimless panels. No five minute wrap up at the end of a 55-minute drone masquerading as an “interactive” session. No issue spotting. No preaching to the converted.

This day and a half event is May 20–May 21, 2015 at the Westin Michigan Avenue Hotel.

We will be creating what we call a CIGO Playbook – a plan of action for senior executives aspiring to sit in the IG chair. Each of the day’s sessions will develop a chapter of this Playbook. After the event, the Playbook is yours. Here are the 7 Chapters of the CIGO Playbook:

  • Chapter 1: The CIGO Job Description – What is a CIGO anyway? How much does that person make? DoesCIGO Playbook he or she have any direct reports?
  • Chapter 2: Learning from History – The Evolution of the C-Level Role – How does the CIGO role compare to other C-level positions? What are the challenges of introducing a new role?
  • Chapter 3: CIGO Power – How Much and What Kind? – What kind of power should the CIGO have? What kind of leadership style is necessary for a CIGO to succeed?
  • Chapter 4: The CIGO Chair – Where Should it Be Parked? – Where should the CIGO report? What are the pros and cons of various relationships?
  • Chapter 5: Where Do CIGOs Come From? – What kinds of people make the best CIGOs? What do their résumés look like?
  • Chapter 6: The CIGO Elevator Pitch – Why is a CIGO actually needed? What’s the best approach to convince the CEO?
  • Chapter 7: The CIGO at Work – OK, we’ve found a great candidate—but what does that person actually do once he or she is hired? What are the limitations of the CIGO?

Platinum Supporter Iron Mountain

Featured speakers include JoAnn Stonier, EVP, Chief Information Governance & Privacy Officer at MasterCard; Vicki Lee Clewes, Vice President of Global Records and Information Management at McKesson Corporation; Holly Starling, Director of Information Governance at AutoTrader.com; Sebastien Gay, Lecturer at University of Chicago; and Jason R. Baron, Of Counsel at Drinker, Biddle and Reath, LLP and co-chair at IGI. More speakers will be announced in the coming weeks.

Registration for the event is $995, which includes one night of hotel accommodations, a full-day program, a cocktail reception and hosted dinners and lunches, among other things.

We want you there, and we are asking you to fill out a very brief application form. The intention of this process is not to be exclusionary or elitist, but rather to ensure that we fill the room with actual working IG practitioners from across the IG spectrum.

For more information, please visit the CIGO Summit website or email Maribel Rivera at maribel.rivera@iginitiative.com.



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.





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