IG Day Agenda

Detailed Agenda

Join us for a full day dedicated to Information Governance (IG), data management, and emerging AI technologies reshaping the legal and corporate data landscape. This interactive event blends thought leadership, practical takeaways, and networking opportunities designed to elevate your IG strategy.

*all times are based on Pacific Time

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8:00 AM – 8:30 AM

Arrivals & Welcome

Start your morning with check-in, light refreshments, and networking. Meet peers and industry professionals as we set the stage for a full day of learning and discussion around the future of information governance and technology.

8:30 AM – 9:30 AM

Workshop: Data Mapping & Managing Legacy Data

Dive into a practical, hands-on exploration of data mapping and the ongoing challenge of balancing data clean-up with maintaining accessibility. This interactive workshop focuses on how to identify, minimize, and manage “old data” — especially in the era of AI-driven tools. Topics include data warehousing, retention-based disposition, and navigating industry-specific destruction requirements. Participants will collaborate on real-world challenges around data value, compliance, and risk mitigation — leaving with actionable strategies to bring back to their teams.

Scott Christensen

Leigh Zidwick

Brianne Aul

9:30 AM – 9:45 AM

Morning Break

Take a short break to recharge, grab coffee, and connect with fellow attendees before diving into our next session.

9:45 AM – 10:45 AM

Session 2: Building, Maintaining & Evolving Your IG Program

A comprehensive look at the core components of a successful Information Governance program — from building foundational policies to evolving mature, agile structures. Learn from IG leaders as they discuss staffing, skill development, compliance strategies, and how to strengthen collaboration across departments. We’ll also explore the value of outside counsel guidelines and third-party vendor assessments as tools to enhance — not hinder — your IG program.

Chuck Barth

Glenn Fischer

Rudy Moliere

Kathleen Jimenez

10:45 AM – 11:00 AM

Break / Brunch Served

Enjoy a light brunch and networking before the next deep-dive session.

11:00 AM – 12:15 PM

Session 3: Ever-Expanding Data Management in the IG Universe (Working Lunch)

This session explores the information lifecycle and the evolving role of data management in modern IG programs. From unstructured data to AI-driven classification and DLP ownership, our panel will unpack how firms can manage data across platforms and repositories while mitigating risk. Attendees will also gain insight into tools like C360, ActiveNav, ShinyDocs, and Purview, and learn best practices for standardizing matter mobility, enhancing data classification, and advancing program maturity.

Daniel Melleby

Reggie Pool

Martin Kaminsky

Karen Campbell

12:15 PM – 12:30 PM

Afternoon Break

Stretch, refresh, and prepare for our final knowledge session of the day.

12:30 PM – 1:15 PM

Session 4: Competing Views – DMS is Dead vs. Long Live DMS

An engaging debate on the future of Document Management Systems (DMS) in law firms. As new technologies and AI tools challenge traditional models, this session explores whether the DMS remains a viable cornerstone or if it’s evolving into something entirely new. Speakers will address cloud-first strategies, adoption ROI, IG implications, and how to safeguard client data in an increasingly connected environment.

Damon Wilkinson

Arun Mathew

Dan Surowiec

Jose Villarreal

1:15 PM – 2:15 PM

Wrap-Up & Networking

Close out the day with open networking and collaborative discussion. This is your opportunity to connect with peers, share insights from the sessions, and discuss the future of IG strategies in your organization.

CENTRAL

*all times are based on Central Time

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10:00 AM – 10:30 AM

Arrivals & Welcome

Begin your day with check-in, coffee, and introductions. Connect with peers and industry experts as we preview the day’s agenda exploring how IG programs, data management practices, and document systems are evolving to meet the challenges of AI-driven innovation.

10:30 AM – 11:30 AM

Workshop: Data Mapping & Managing Legacy Data

Kick off the event with a hands-on data mapping workshop. This session dives into the balance between cleaning legacy data and maintaining accessibility in an AI-informed environment. Explore real-world approaches to reducing data sprawl, implementing retention-based disposition, and aligning data strategy with compliance standards. Participants will leave equipped with actionable insights to minimize risk and maximize data value across their organizations.

Scott Christensen

Leigh Zidwick

Brianne Aul

11:30 AM – 11:45 AM

Break / Lunch Served

Enjoy a short break while lunch is served an opportunity to network and recharge before the next session.

11:45 AM – 12:45 PM

Session 2: Building, Maintaining & Evolving Your IG Program (Working Lunch)

Take a deep dive into what makes a resilient and adaptive Information Governance program. We’ll explore the pillars of successful IG from staffing and upskilling to compliance and continuous improvement. Learn how mature programs manage enforcement, leverage outside counsel guidelines, and use vendor assessments as a value-add to strengthen governance. Perfect for both developing and advanced IG teams, this session offers practical strategies to refine your organization’s IG structure and culture.

Chuck Barth

Glenn Fischer

Rudy Moliere

Kathleen Jimenez

12:45 PM – 1:00 PM

Break

Take a brief intermission before we transition into a data-focused discussion.

1:00 PM – 2:15 PM

Session 3: Ever-Expanding Data Management in the IG Universe

This session examines the broad and complex world of data management within IG from unstructured data to AI-driven classification. Panelists will discuss how organizations can leverage tools like C360, ActiveNav, ShinyDocs, and Purview to enhance lifecycle management and standardize matter mobility. Explore topics such as data loss prevention (DLP) ownership, governance maturity, and the impact of AI on long-term data integrity. You’ll walk away with tactical guidance for managing data in dynamic legal and corporate environments.

Daniel Melleby

Reggie Pool

Martin Kaminsky

Karen Campbell

2:15 PM – 2:30 PM

Afternoon Break

Take a moment to stretch, connect, or grab a refreshment before the next discussion.

2:30 PM – 3:15 PM

Session 4: Competing Views – DMS is Dead vs. Long Live DMS

Engage in a lively discussion about the future of Document Management Systems (DMS). As firms shift toward cloud-first strategies and AI integrations, is the DMS still a cornerstone of information management, or has its time passed? This session explores evolving DMS models, adoption ROI, and how IG professionals can establish the right guardrails to protect client and firm data in a changing technology landscape.

Damon Wilkinson

Arun Mathew

Dan Surowiec

Jose Villarreal

3:15 PM – 4:15 PM

Wrap-Up & Networking

Conclude the day with open networking and reflective discussion. Share key takeaways from the sessions, connect with peers, and discuss the future of information governance in your firm or organization. A perfect way to close an engaging day of collaboration and insight.

EASTERN

*all times are based on Eastern Time

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11:00 AM – 11:30 AM

Arrivals & Welcome

Start your day with registration, coffee, and conversation. Meet peers, connect with speakers, and get a preview of the themes we’ll be exploring throughout the day from the changing role of DMS systems to data management innovation and compliance leadership in the AI era.

11:30 AM – 12:30 PM

Workshop: Data Mapping & Managing Legacy Data

Get hands-on with the foundational elements of data mapping in this interactive workshop. Together, we’ll address how to balance data clean-up with maintaining accessibility and compliance. Topics include minimizing risk around “old data,” understanding AI impacts on legacy repositories, and leveraging modern data warehousing for retention-based disposition. Participants will leave with practical strategies to reduce risk, manage storage intelligently, and unlock the long-term value of their data.

Scott Christensen

Leigh Zidwick

Brianne Aul

12:30 PM – 12:45 PM

Lunch

Enjoy a brief break as lunch is served a great time to network and reflect on the morning workshop.

12:45 PM – 1:45 PM

Session 2: Building, Maintaining & Evolving Your IG Program (Working Lunch)

This session explores what it takes to create and sustain a successful Information Governance (IG) program. Learn from seasoned IG professionals about the critical components of effective program design, including staffing, upskilling, compliance, and collaboration. Discover how outside counsel guidelines and third-party assessments can become valuable assets rather than compliance burdens. Whether your IG program is emerging or mature, you’ll gain insights into how top-tier organizations continuously evolve and strengthen their approach.

Chuck Barth

Glenn Fischer

Rudy Moliere

Kathleen Jimenez

1:45 PM – 2:00 PM

Break

Take a short break before our next deep dive.

2:00 PM – 3:15 PM

Session 3: Ever-Expanding Data Management in the IG Universe

Explore the ever-growing landscape of data management within the IG framework. This session covers the full information lifecycle, addressing challenges in unstructured data management, classification, and AI-enabled tools. Learn about platforms like C360, ActiveNav, ShinyDocs, and Purview, and discover how firms are standardizing data practices and mitigating risk through effective DLP ownership. You’ll also gain actionable insights suitable for organizations at all levels of IG maturity.

Daniel Melleby

Reggie Pool

Martin Kaminsky

Karen Campbell

3:15 PM – 3:30 PM

Afternoon Break

Stretch, refresh, and prepare for the day’s final discussion.

3:30 PM – 4:15 PM

Session 4: Competing Views – DMS is Dead vs. Long Live DMS

An engaging and thought-provoking look at the future of Document Management Systems (DMS) in law firms. As emerging technologies and AI continue to redefine data control, we’ll explore whether DMS remains the cornerstone of firm infrastructure or if it’s time for a paradigm shift. Discussion will include adoption ROI, cloud-first strategies, governance implications, and guardrails for secure client data access in an AI-driven environment.

Damon Wilkinson

Arun Mathew

Dan Surowiec

Jose Villarreal

4:15 PM – 5:15 PM

Wrap-Up & Networking

End the day with informal networking and open discussion. Share key takeaways, make new professional connections, and exchange ideas about the future of IG strategy and technology integration in your organization.