Rivalries and scouting the competition.
Building a winning team.
Financial considerations.
Going to the game vs watching at home.
Tips for getting selected to the All-Star team.
This presentation provides guidelines for CEOs to effectively manage their board of directors. It recommends communicating regularly with the board, building a diverse board with relevant expertise, encouraging relationships between directors and staff, being hands-on in company operations, using board members' resources, making meetings productive, and maintaining transparency around company performance and challenges. The overall message is that a well-managed board can help a CEO achieve company success.
An advisory board can provide strategic benefits to companies including building relationships with key opinion leaders, contributing to product development, gaining competitive insights and feedback from experts, discovering new physicians and researchers, obtaining new perspectives and ideas, and helping to grow product sales faster. The document recommends that companies contact the organization at the provided address to set up an advisory board.
Today you can learn how to free wealth from your company so you can avoid losing both your business and personal wealth so you can build your dynasty. Whether you want donate, invest it in another business or keep it for your retirement I make wealth available to the business owner, rather than the tied up in the business. I help family businesses transfer that wealth from the business to the owner so that their household is the business serving their needs of the owner vs the owner serving the needs of the business
This document provides an overview of management topics including:
1. The differences between leaders and managers and what effective managers do like focusing on customers, engaging employees, and communicating.
2. How to motivate different personality types, unlearn conventional wisdom, and have effective management conversations.
3. Tips for analytics-based decision making, handling grievances, self-awareness, and managing volunteers and in crisis situations.
4. Additional management challenges like collaboration overload, inappropriate responses, issues in Canada, and managing at Google.
NCET Biz Cafe | Lauren Slemenda, How a diverse workforce improves your bottom...Archersan
Concepts like diversity and inclusion are important; but they’re more than just buzzwords, and they can and do impact your bottom line.
We’d love to show you the whys and hows at the September Biz Café, which will begin with a presentation by diversity consultant Lauren Slemenda and conclude with a panel discussion from experts representing traditionally underserved groups.
That’s right: We’re shaking things up in September and transforming Biz Café into a Q/A panel discussion! So come armed with your questions — maybe even those you’ve been uncomfortable asking before, like:
• What the heck does cisgender mean?
• Will hiring someone with a disability end up costing me more money in training, insurance or equipment?
• Doesn’t hiring a more diverse workforce open me up to potential discrimination suits?
• How do I find people of color who have the skills I need?
In this Biz Café — “How a diverse workforce improves your bottom line” — here are some of the takeaways, as facilitated by Lauren and our panel:
• Learn which techniques for boosting diversity work, which ones don’t, and how you can start taking steps today towards a more equitable and synergistic workplace.
• We’ll discuss new, innovative techniques that research has shown to be effective, including universal design and bystander intervention, and dive into why traditional approaches like day-long diversity workshops might actually be making things worse.
• We’ll also talk about how things you might not think of as “diversity initiatives” (like setting realistic timelines for projects and encouraging lifelong learning) are powerful tools in creating a corporate culture that supports and sustains equity and inclusion.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
Small Cap Investor Activism in Canada and Crescendo Partners - Nov 2010Dave Litwiller
This document summarizes hedge fund activism in Canada, focusing on the tactics of Crescendo Partners. It finds that Crescendo Partners has achieved board representation over 80% of the time in its Canadian targets and the sale of the company over 80% of the time. Compared to academic studies of US activist success rates of 45-67%, Crescendo Partners has significantly higher success rates in Canada. The document outlines the typical goals, strategies, and escalation approaches of activist hedge funds, as well as strategies that companies use to respond to activist investor pressure.
This presentation provides guidelines for CEOs to effectively manage their board of directors. It recommends communicating regularly with the board, building a diverse board with relevant expertise, encouraging relationships between directors and staff, being hands-on in company operations, using board members' resources, making meetings productive, and maintaining transparency around company performance and challenges. The overall message is that a well-managed board can help a CEO achieve company success.
An advisory board can provide strategic benefits to companies including building relationships with key opinion leaders, contributing to product development, gaining competitive insights and feedback from experts, discovering new physicians and researchers, obtaining new perspectives and ideas, and helping to grow product sales faster. The document recommends that companies contact the organization at the provided address to set up an advisory board.
Today you can learn how to free wealth from your company so you can avoid losing both your business and personal wealth so you can build your dynasty. Whether you want donate, invest it in another business or keep it for your retirement I make wealth available to the business owner, rather than the tied up in the business. I help family businesses transfer that wealth from the business to the owner so that their household is the business serving their needs of the owner vs the owner serving the needs of the business
This document provides an overview of management topics including:
1. The differences between leaders and managers and what effective managers do like focusing on customers, engaging employees, and communicating.
2. How to motivate different personality types, unlearn conventional wisdom, and have effective management conversations.
3. Tips for analytics-based decision making, handling grievances, self-awareness, and managing volunteers and in crisis situations.
4. Additional management challenges like collaboration overload, inappropriate responses, issues in Canada, and managing at Google.
NCET Biz Cafe | Lauren Slemenda, How a diverse workforce improves your bottom...Archersan
Concepts like diversity and inclusion are important; but they’re more than just buzzwords, and they can and do impact your bottom line.
We’d love to show you the whys and hows at the September Biz Café, which will begin with a presentation by diversity consultant Lauren Slemenda and conclude with a panel discussion from experts representing traditionally underserved groups.
That’s right: We’re shaking things up in September and transforming Biz Café into a Q/A panel discussion! So come armed with your questions — maybe even those you’ve been uncomfortable asking before, like:
• What the heck does cisgender mean?
• Will hiring someone with a disability end up costing me more money in training, insurance or equipment?
• Doesn’t hiring a more diverse workforce open me up to potential discrimination suits?
• How do I find people of color who have the skills I need?
In this Biz Café — “How a diverse workforce improves your bottom line” — here are some of the takeaways, as facilitated by Lauren and our panel:
• Learn which techniques for boosting diversity work, which ones don’t, and how you can start taking steps today towards a more equitable and synergistic workplace.
• We’ll discuss new, innovative techniques that research has shown to be effective, including universal design and bystander intervention, and dive into why traditional approaches like day-long diversity workshops might actually be making things worse.
• We’ll also talk about how things you might not think of as “diversity initiatives” (like setting realistic timelines for projects and encouraging lifelong learning) are powerful tools in creating a corporate culture that supports and sustains equity and inclusion.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
Small Cap Investor Activism in Canada and Crescendo Partners - Nov 2010Dave Litwiller
This document summarizes hedge fund activism in Canada, focusing on the tactics of Crescendo Partners. It finds that Crescendo Partners has achieved board representation over 80% of the time in its Canadian targets and the sale of the company over 80% of the time. Compared to academic studies of US activist success rates of 45-67%, Crescendo Partners has significantly higher success rates in Canada. The document outlines the typical goals, strategies, and escalation approaches of activist hedge funds, as well as strategies that companies use to respond to activist investor pressure.
This cross-cultural interaction model was originally developed for geographic and ethnic cultural differences; it has been extended to include the cultural diversity that exists within an industry segment and even within organizational boundaries, i.e., safety culture. The quantitative behavioral components of the model do not change regardless of the scenario. This makes the game a very powerful learning tool.
1) The document summarizes Bill Spruill's journey from founding Global Data Consortium in 2010 through its acquisition in 2022 for $300 million.
2) Some key lessons Spruill learned include developing leadership skills to delegate and remove barriers as a company scales, and building a business with an endgame or potential acquirers in mind from the beginning.
3) After the acquisition, Spruill established "The House of Good Deeds" to invest in and support the growth of early-stage companies and provide educational opportunities in his local technology ecosystem.
This document discusses preparing to exit a business. It outlines options like a partial or full sale, management buyout, or ESOP. It emphasizes the importance of having audited financials, management depth, and systems in place to minimize buyer risk and maximize sale value. Examples show how proper planning leads to higher sale multiples. The document recommends assembling an experienced transaction team of advisors to efficiently run an auction and negotiate the best deal.
This document discusses preparing clients for exiting their business. It outlines various exit options such as a partial or full sale, management buyout, or ESOP. It emphasizes the importance of determining financial and personal goals, having audited financials, management redundancy, and systems in place to minimize buyer risk. It notes the cost of no exit plan can be lower value, more stress, and fewer options. Examples show how proper planning can maximize value through proven earnings and synergies with potential buyers. The role of an investment bank, tax advisor, attorney and other professionals is outlined to run an efficient sale process.
This document discusses preparing clients for exiting their business. It outlines various exit options such as a partial or full sale, management buyout, or ESOP. It emphasizes the importance of pre-transaction planning including legal, wealth management, strategic, and HR considerations. It notes the cost of no plan can be lower business value and more stress. Examples show the impact of documentation, management teams, systems, and industry factors. The role of an investment bank, tax advisor, attorney, and wealth manager on the transaction team is summarized.
This document discusses the efficiency mindset and collaboration in the future. It notes the market challenges of reduced budgets and the need for alternative thinking beyond current practices. There are two camps - collaboration which focuses on relationships, problem solving, and value, and traditional which focuses on short term goals, blame, and lowest price. The document provides guidance on starting a collaborative journey by aligning with objectives, using options appraisals to evaluate options, and creating and managing the relationship by communicating, using agreements properly, and jointly resolving issues. It stresses the importance of identifying and capturing efficiencies through standardized data and sharing successes in order to maintain momentum over time.
Guest Lecturer BSU CS 498 Presentations. Discussion to show the different type of roles in cyber security and the value of a team with diverse experience with diverse talent.
Startup ShowCase is a unique platform to showcase, market and raise your business through crowd funding,events, investor, social networking & marketplace
Driving investment returns through talentjonfweber
BlueMountain Capital Management focuses on talent management to drive investment returns. They conduct extensive searches and reviews for CEOs, board members, and other executives at their portfolio companies. BlueMountain aims to manage talent selection with the same rigor as managing investments. Their structured process includes metrics, interviews, referencing, and feedback. While mistakes have been costly, the process also helps them identify strong candidates and avoid bad hires. BlueMountain continues to refine their talent management approach and aims to help portfolio companies improve their human resources practices.
Making Better Decisions Through Data - H/IMA Keith Goode
The document summarizes key challenges and best practices for making better decisions through data. It discusses pros and cons of providing universal data access versus limiting it to analysts. While universal access democratizes data, it can also be overwhelming without critical thinking skills. The presentation recommends enabling all employees as analytics professionals through training and role-appropriate reporting. It provides tips for building effective dashboards, including keeping them concise with 3-4 data points from a single source, regular releases, and detailed annotations to properly contextualize the data. The overall message is that data should drive decisions, but only when supported by assumptions, testing, application of learnings, and willingness to continuously improve.
This document provides guidance on smart decision making and leadership. It discusses how ten smart decisions can make an individual a millionaire or help a company grow rapidly. Smart decisions produce high reward to risk ratios and force multiplier effects. The document also emphasizes the importance of thinking ahead of time and competition through research and innovation. Effective leadership requires professional competence, making decisions and learning from mistakes. Leaders should motivate teams through vision and drive results through relentless focus.
Business Information Services (BIS) Abridged DraftIbrahim Jackson
This is an abridged draft presentation on Business Relationship Management based on experienced. We recognize that ITIL is a framework that helps us better align and be strategic with our business partners and can agree that there are many opportunities to tailor components of the framework for specific needs. From industry verticals, to business units to the individual customer or consumer a successful BRM will understand that their success is less about IT and more about the business.
Greg Rocque is an experienced executive leader seeking a president/CEO or COO position. He has over 20 years of experience holding president/CEO roles and has led companies in various industries from $100M to $3B in revenue. Rocque has a track record of growing market share, accelerating financial performance, executing strategic plans, and building high-output, collaborative cultures. He also has extensive international experience, having lived and worked in Asia and led companies with global operations.
South florida HDI Value & Benefits IT Palooza Dec 2012Eddie Vidal
Presentation for IT Palooza event at Nova Southeastern University, December 2012. South Florida HDI benefits and values were shared to introduce attendees to the local chapter and how they can make a difference in the South Florida IT professional community.
This document provides an overview of Charles L. Pourciau Jr.'s experience and expertise in ethics and compliance. It summarizes his background in areas such as government contracts, export controls, and investigations. It also highlights strengths such as seeing the big picture, identifying root causes, and making himself available to answer questions. The document establishes Pourciau as a subject matter expert in ethics and compliance who can help companies align expectations, establish a culture of transparency, and handle business shifts.
The document provides guidance on starting a business or social enterprise. It discusses defining problems and opportunities, generating business ideas, developing a business model and plan, and managing risks and growth. Key elements include defining a vision and goals, understanding customers and competition, developing financial and marketing plans, building a strong team, and addressing challenges through an iterative planning process. The overall message is on using strategic planning tools to structure an initiative that creates social impact.
Directions 2013 - BP350 - Decision Making (AJ Ansari) 16-9AJ Ansari
This document discusses decision making processes and factors that influence decisions. It covers framing the decision, gathering intelligence, coming to conclusions, and learning from experiences. Key aspects discussed include competing products/vendors, biases, the decision maker's personality traits, connecting with prospects, understanding needs, demonstrating solutions, analyzing alternatives, and making hard choices. It also examines the Myers-Briggs personality types and provides strategies for strategic thinking and influencing decisions.
5 Roads to Employee Engagement and Success - 2016 HDI ConferenceEddie Vidal
5 Roads Leading to Impactful Employee Engagement and Success - Studies show employee engagement results in higher profits, increased performance, higher customer satisfaction and lower employee turnover. Recognizing, engaging, and rewarding your team members creates a highly energized, focused and motivated unit; a team driven by performance, delivery and accomplishment. IT leaders need to invest and make reward & recognition (R & R) a core value and find ways to improve services and performance by assuring the development and success of their most important asset; people. Eddie will provide you examples and ideas to lead you down the road to success.
The document discusses building and promoting a business case. It defines a business case as a written report or presentation that justifies a business initiative or project by showing it is financially sound and will address a business problem. It covers understanding business case basics like when they are needed and how they are approved, building a case by defining the problem, solution options and costs/benefits, and promoting a case to get approval. Best practices include considering long-term impacts, risks, qualitative factors and stakeholder engagement. A business case should address whether the proposal is strategically fit, optimizes value, is commercially viable, affordable and can be successfully delivered.
Information Governance in the Cloud: Compare and Contrast (2020 update)ARMA International
Build your cloud knowledge. With CIO surveys showing over 90% of businesses use the public cloud, now is the time to improve your cloud readiness! Engage in lively discussion with the experts who worked directly with Amazon, Box, Google, IBM, Microsoft and other major cloud providers on the IG elements of their cloud solutions. Explore the Cloud’s information governance (IG) features for retention, legal holds, disposition information protection and more! Expanding your knowledge will assure your place at the table as a valued resource, as your organization leverages the cloud.
Key Takeaways:
- Examine key information governance capabilities of cloud solutions
- Compare and contrast cloud support for creation-date versus event-based retention
- Discuss legal hold capabilities
- Consider automated disposition features
Speakers
- Carol Stainbrook - Cohasset Associates
- Michael Haley - Cohasset Associates
“7 "Reasonable Steps" for Legal Holds of ESI and Other DocumentsARMA International
A session based on the wildly popular book published by ARMA International, you’ll learn about the 7 “reasonable steps” and get an update on where things have changed since the original publication.
Key Takeaways:
- Learn about the 7 “reasonable steps”.
- Understand how expectations have changed over time.
- Gain actionable knowledge that you can apply to your handling of ESI.
Speakers
- John Isaza - Rimon, P.C
- John Jablonski - Gerber Ciano Kelly Brady LLP
More Related Content
Similar to Jim Koziol - The Sport of Information Governance
This cross-cultural interaction model was originally developed for geographic and ethnic cultural differences; it has been extended to include the cultural diversity that exists within an industry segment and even within organizational boundaries, i.e., safety culture. The quantitative behavioral components of the model do not change regardless of the scenario. This makes the game a very powerful learning tool.
1) The document summarizes Bill Spruill's journey from founding Global Data Consortium in 2010 through its acquisition in 2022 for $300 million.
2) Some key lessons Spruill learned include developing leadership skills to delegate and remove barriers as a company scales, and building a business with an endgame or potential acquirers in mind from the beginning.
3) After the acquisition, Spruill established "The House of Good Deeds" to invest in and support the growth of early-stage companies and provide educational opportunities in his local technology ecosystem.
This document discusses preparing to exit a business. It outlines options like a partial or full sale, management buyout, or ESOP. It emphasizes the importance of having audited financials, management depth, and systems in place to minimize buyer risk and maximize sale value. Examples show how proper planning leads to higher sale multiples. The document recommends assembling an experienced transaction team of advisors to efficiently run an auction and negotiate the best deal.
This document discusses preparing clients for exiting their business. It outlines various exit options such as a partial or full sale, management buyout, or ESOP. It emphasizes the importance of determining financial and personal goals, having audited financials, management redundancy, and systems in place to minimize buyer risk. It notes the cost of no exit plan can be lower value, more stress, and fewer options. Examples show how proper planning can maximize value through proven earnings and synergies with potential buyers. The role of an investment bank, tax advisor, attorney and other professionals is outlined to run an efficient sale process.
This document discusses preparing clients for exiting their business. It outlines various exit options such as a partial or full sale, management buyout, or ESOP. It emphasizes the importance of pre-transaction planning including legal, wealth management, strategic, and HR considerations. It notes the cost of no plan can be lower business value and more stress. Examples show the impact of documentation, management teams, systems, and industry factors. The role of an investment bank, tax advisor, attorney, and wealth manager on the transaction team is summarized.
This document discusses the efficiency mindset and collaboration in the future. It notes the market challenges of reduced budgets and the need for alternative thinking beyond current practices. There are two camps - collaboration which focuses on relationships, problem solving, and value, and traditional which focuses on short term goals, blame, and lowest price. The document provides guidance on starting a collaborative journey by aligning with objectives, using options appraisals to evaluate options, and creating and managing the relationship by communicating, using agreements properly, and jointly resolving issues. It stresses the importance of identifying and capturing efficiencies through standardized data and sharing successes in order to maintain momentum over time.
Guest Lecturer BSU CS 498 Presentations. Discussion to show the different type of roles in cyber security and the value of a team with diverse experience with diverse talent.
Startup ShowCase is a unique platform to showcase, market and raise your business through crowd funding,events, investor, social networking & marketplace
Driving investment returns through talentjonfweber
BlueMountain Capital Management focuses on talent management to drive investment returns. They conduct extensive searches and reviews for CEOs, board members, and other executives at their portfolio companies. BlueMountain aims to manage talent selection with the same rigor as managing investments. Their structured process includes metrics, interviews, referencing, and feedback. While mistakes have been costly, the process also helps them identify strong candidates and avoid bad hires. BlueMountain continues to refine their talent management approach and aims to help portfolio companies improve their human resources practices.
Making Better Decisions Through Data - H/IMA Keith Goode
The document summarizes key challenges and best practices for making better decisions through data. It discusses pros and cons of providing universal data access versus limiting it to analysts. While universal access democratizes data, it can also be overwhelming without critical thinking skills. The presentation recommends enabling all employees as analytics professionals through training and role-appropriate reporting. It provides tips for building effective dashboards, including keeping them concise with 3-4 data points from a single source, regular releases, and detailed annotations to properly contextualize the data. The overall message is that data should drive decisions, but only when supported by assumptions, testing, application of learnings, and willingness to continuously improve.
This document provides guidance on smart decision making and leadership. It discusses how ten smart decisions can make an individual a millionaire or help a company grow rapidly. Smart decisions produce high reward to risk ratios and force multiplier effects. The document also emphasizes the importance of thinking ahead of time and competition through research and innovation. Effective leadership requires professional competence, making decisions and learning from mistakes. Leaders should motivate teams through vision and drive results through relentless focus.
Business Information Services (BIS) Abridged DraftIbrahim Jackson
This is an abridged draft presentation on Business Relationship Management based on experienced. We recognize that ITIL is a framework that helps us better align and be strategic with our business partners and can agree that there are many opportunities to tailor components of the framework for specific needs. From industry verticals, to business units to the individual customer or consumer a successful BRM will understand that their success is less about IT and more about the business.
Greg Rocque is an experienced executive leader seeking a president/CEO or COO position. He has over 20 years of experience holding president/CEO roles and has led companies in various industries from $100M to $3B in revenue. Rocque has a track record of growing market share, accelerating financial performance, executing strategic plans, and building high-output, collaborative cultures. He also has extensive international experience, having lived and worked in Asia and led companies with global operations.
South florida HDI Value & Benefits IT Palooza Dec 2012Eddie Vidal
Presentation for IT Palooza event at Nova Southeastern University, December 2012. South Florida HDI benefits and values were shared to introduce attendees to the local chapter and how they can make a difference in the South Florida IT professional community.
This document provides an overview of Charles L. Pourciau Jr.'s experience and expertise in ethics and compliance. It summarizes his background in areas such as government contracts, export controls, and investigations. It also highlights strengths such as seeing the big picture, identifying root causes, and making himself available to answer questions. The document establishes Pourciau as a subject matter expert in ethics and compliance who can help companies align expectations, establish a culture of transparency, and handle business shifts.
The document provides guidance on starting a business or social enterprise. It discusses defining problems and opportunities, generating business ideas, developing a business model and plan, and managing risks and growth. Key elements include defining a vision and goals, understanding customers and competition, developing financial and marketing plans, building a strong team, and addressing challenges through an iterative planning process. The overall message is on using strategic planning tools to structure an initiative that creates social impact.
Directions 2013 - BP350 - Decision Making (AJ Ansari) 16-9AJ Ansari
This document discusses decision making processes and factors that influence decisions. It covers framing the decision, gathering intelligence, coming to conclusions, and learning from experiences. Key aspects discussed include competing products/vendors, biases, the decision maker's personality traits, connecting with prospects, understanding needs, demonstrating solutions, analyzing alternatives, and making hard choices. It also examines the Myers-Briggs personality types and provides strategies for strategic thinking and influencing decisions.
5 Roads to Employee Engagement and Success - 2016 HDI ConferenceEddie Vidal
5 Roads Leading to Impactful Employee Engagement and Success - Studies show employee engagement results in higher profits, increased performance, higher customer satisfaction and lower employee turnover. Recognizing, engaging, and rewarding your team members creates a highly energized, focused and motivated unit; a team driven by performance, delivery and accomplishment. IT leaders need to invest and make reward & recognition (R & R) a core value and find ways to improve services and performance by assuring the development and success of their most important asset; people. Eddie will provide you examples and ideas to lead you down the road to success.
The document discusses building and promoting a business case. It defines a business case as a written report or presentation that justifies a business initiative or project by showing it is financially sound and will address a business problem. It covers understanding business case basics like when they are needed and how they are approved, building a case by defining the problem, solution options and costs/benefits, and promoting a case to get approval. Best practices include considering long-term impacts, risks, qualitative factors and stakeholder engagement. A business case should address whether the proposal is strategically fit, optimizes value, is commercially viable, affordable and can be successfully delivered.
Similar to Jim Koziol - The Sport of Information Governance (20)
Information Governance in the Cloud: Compare and Contrast (2020 update)ARMA International
Build your cloud knowledge. With CIO surveys showing over 90% of businesses use the public cloud, now is the time to improve your cloud readiness! Engage in lively discussion with the experts who worked directly with Amazon, Box, Google, IBM, Microsoft and other major cloud providers on the IG elements of their cloud solutions. Explore the Cloud’s information governance (IG) features for retention, legal holds, disposition information protection and more! Expanding your knowledge will assure your place at the table as a valued resource, as your organization leverages the cloud.
Key Takeaways:
- Examine key information governance capabilities of cloud solutions
- Compare and contrast cloud support for creation-date versus event-based retention
- Discuss legal hold capabilities
- Consider automated disposition features
Speakers
- Carol Stainbrook - Cohasset Associates
- Michael Haley - Cohasset Associates
“7 "Reasonable Steps" for Legal Holds of ESI and Other DocumentsARMA International
A session based on the wildly popular book published by ARMA International, you’ll learn about the 7 “reasonable steps” and get an update on where things have changed since the original publication.
Key Takeaways:
- Learn about the 7 “reasonable steps”.
- Understand how expectations have changed over time.
- Gain actionable knowledge that you can apply to your handling of ESI.
Speakers
- John Isaza - Rimon, P.C
- John Jablonski - Gerber Ciano Kelly Brady LLP
ARMA's Information Governance Implementation Model (IGIM): The Way Forward Fo...ARMA International
Learn about ARMA’s new model for Information Governance, the ARMA Information Governance Implementation Model (IGIM). In this session you’ll get an overview of this new methodology for helping your organization move forward in your Information Governance endeavors. You’ll also learn how this model can also be utilized for maturity assessment and how ARMA is connecting the IGIM to future resources.
Key Takeaways:
- Receive an overview of the Information Governance Implementation Model
- Understand how the IGIM can be utilized in your organization
- Learn how ARMA is utilizing the IGIM for future resources development
Speakers:
- Nick Inglis, IGP, INFO, CIP, Executive Director of Content & Programming - ARMA International
- Ann K. Snyder, Manager of Content Development - ARMA International.
Jocelyn Gunter - Bringing The Information Disciplines TogetherARMA International
This document discusses bringing different information disciplines together such as who can and should access information, what data can and should be collected, and how information can and should be leveraged. It raises questions around balancing access with appropriate use of personal data.
Nick Inglis - A Complete Circle (Open Source Knowledge, The Hubble Telescope,...ARMA International
The initial work of the Information Coalition is now complete with the release of the Information Body of Knowledge (InfoBOK) and the creation of our open designation, the INFO. Our profession has been changed by the Information Governance Conference. What comes next for an Information Professional? Looking at our downstream processes for information and finding new ways to influence improvement.
Morgan Templar - Connecting IT Strategy To Business Operations For Seamless C...ARMA International
Everyone is talking about moving to the Cloud, using Machine Learning, Big Data, and AI. Why do so many of these efforts fail? Imagine trying to build your stairway to heaven without a solid foundation poured first. Information Governance is a critical foundation before undertaking these exciting new efforts of the digital age.
Ty Molchany - Information Remediation After Mergers & Acquisitions: An Auto-C...ARMA International
A large global Pharmaceutical company expanded its product portfolio through mergers and acquisitions. However, this resulted in the company acquiring huge amounts of regulatory data and information that did not have proper classification, metadata, or retention periods. This Case Study is a real world example of the approach taken by the organization to streamline how it identified, analyzed, classified, remediated, and properly disposed of information.
Where is your information? Really - where is your information. We understand the pearls and challenges of managing our content within our own systems - built what about the information on the edge of our systems? IoT has showed us that this may be the most fragile component of our eco-system. And FOG computing shows us that we may not even know about some of our own systems. We will review these technologies and the challenges they bring.
Tod Chernikoff - Conducting large scale records inventory (handout)ARMA International
A handout resource on conducting a large scale records inventory from Tod Chernikoff. Related to Presentation: https://www.slideshare.net/InfoGovCon/tod-chernikoff-conducting-a-large-scale-records-inventory
Kathryn Rattigan - Cybersecurity & The Commercial Done IndustryARMA International
Drones are increasingly being used for commercial purposes but this brings cybersecurity risks as drones can be vulnerable to cyber attacks. The document discusses regulatory compliance requirements for commercial drone use including FAA's Part 107 rules. It also outlines potential drone uses and privacy/data concerns when collecting information. The document provides tips for mitigating cyber risks to drones such as keeping software updated, encrypting communications, and implementing network security practices.
Randy Moeller - Mitigating Application Risk Upfront (Without Increased Hair L...ARMA International
Companies run on a lot of applications that contain every imaginable type of information. All of them are developed with the intent of helping their company win in their marketplace. However, there are many issues related to privacy, security, regulations, etc., and a project manager doesn't have time to dissect them all. In the zeal to win, the applications are launched and consequences follow. Besides the data disasters in the news, companies spend extra funds to make their applications compliant. To help our various brands win in the market, we developed a compliance review team and application that works with the project manager in developing their application with the proper controls to avoid the numerous pitfalls that exist today.
This session will delve into the step-by-step information gathering process and technical analysis that goes in to crafting an enterprise data model. Taxonology is where taxonomy modeling theory meets technology - and the sparks fly!
Steve Weissman, Patrick O'Guinn, Kevin Parker, Donda Young - Planning For Inf...ARMA International
Every piece of information your organization generates is (or should be!) used to substantiate something important going on – institutional knowledge, business best practices, policy compliance, etc. So controlling it well is critical to ensuring the viability and integrity of the data for all your organizational purposes. Come join the conversation!
The cybersecurity industry has a very keen focus on improving security practices, processes, and procedures through effective security awareness & training; however, organizations do not meet critical success factors with security & awareness training due to training human capital to act as machines.
Michael Fillion - Data Governance In The Digitally Transformed EnterpriseARMA International
The key components of trusted data are: Auditability - the ability to easily query and historically report on data used by APIs exactly when the data was provisioned, down to the microsecond, Traceability - the ability to easily link conformed data used by APIs to its raw form with any other relevant information about the source application, Provenance - the ability to know details about where your data come from, who sent it, when it was sent, and the overall status of the data.
The document discusses various leadership theories and models that can help one develop leadership skills and get "from here to there" as a leader. It covers Maslow's hierarchy of needs, the differences between management and leadership, the Blake and Mouton managerial grid, Hersey-Blanchard situational leadership, participatory leadership, and how personality types and culture can influence leadership styles. The document emphasizes the importance of overcoming incompetence, continuous self-improvement, promoting diversity, ethical behavior, and earning trust to become an effective leader.
Ali Daneshmand - How Does Institutional Culture Influence Information GovernanceARMA International
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1Q24_HYUNDAI CAPITAL SERVICES INC. AND SUBSIDIARIES
Jim Koziol - The Sport of Information Governance
1. The Sport of Information
Governance
Jim Koziol
Director, BDO USA LLP
2. Jim Koziol, MBA, CISSP, IGP
Jim is a Director in BDO’s Data and Information
Governance practice, based in Woodbridge, NJ. He
has over 25 years of experience in messaging
compliance, email archiving, electronic discovery,
litigation support, and global information
management initiatives.
3. Talking Points
• Rivalries and scouting the competition
• Building a winning team
• Financial considerations
• Going to the game vs. watching from
home
• Tips for getting selected to the All-Star
team
9. Components of a Winning Team
People
• Professional experience
• Certifications
• Good team players
• Versatility vs. Specialists
Process
• Defined roles
• Playing by the rules
• Less confusion
• Continuous
improvement
Technology
• Big data
• Data analytics
• Migrating to the cloud
• Gamification
10. Key Considerations
• Depth on the bench
• Knowing when to rest your
veterans
• Putting team members in a
position to succeed
• Knowing when to cut your losses
11. Draft strategies
• Identifying the top players at each
position
• Targeting positions of need, instead
of taking the best available player
• Building with free agents
• Valuing character and team
chemistry
• Recognizing diverse cultures
17. Traveling to the Game
• Secure your equipment
• Tag your belongings
• Limit carry on items
• Beware of penalties for
overweight items
• Leave extra time
19. Hey Now, You’re An All-Star!
• Understanding social media
• Brand awareness
• Winning the popular vote
• Being recognized by your
manager
• Participating in the skills
competition
• Being a replacement player