Go Back Up

April 28-30, 2026 Baltimore, Maryland

Jam-Packed Agenda

Get the Practical Insights You Need to Unlock Your Unstructured Data for AI Success

 

 

Please note: This agenda is subject to change and will be updated regularly as new details are finalized.

08:30 – 9:00 AM

Breakfast

Join us before the official kick-off for a light breakfast and a chance to meet some of sponsors of this event.
09:00 – 09:15 AM

Welcome and Keynote Intro

Welcome to the AI+IM Global Summit 2026. Join us as we kick off this incredible day, packed full of unforgettable sessions and learnings.

Tori Miller Liu

President & CEO, AIIM

09:15 – 10:00 AM

Keynote: Frontier Challenges in Enterprise AI Governance: The Role of Information Management Leaders

Information management (IM) leaders are on the frontline of AI governance, managing the unstructured data that powers AI systems and ensuring the data quality and integrity critical to maximizing AI value whilst mitigating its risks. In this opening keynote, Oliver Patel, a leading author and expert in AI governance, delivers both the essential knowledge IM leaders need right now and a practical roadmap for strategic action. As AI regulations accelerate globally—from the EU AI Act to ISO 42001—and as organizations shift from generative AI to increasingly autonomous agentic systems, the governance landscape is evolving rapidly. This keynote cuts through the complexity to deliver the critical updates IM leaders need to stay ahead of compliance requirements and emerging risks. This session presents a practical framework for implementing and scaling enterprise AI governance, based on real-world deployment experience. You'll gain clarity on what distinguishes AI governance (AIG) from traditional information governance (IG) and data governance (DG), including new challenges like algorithmic accountability, model transparency, and the governance of AI-generated content. We’ll also tackle a strategic question facing every IM leader: Should IM enable or lead AIG? Who owns AIG? You'll leave with concrete tactics and skills to position your IM function as a strategic driver of responsible and effective AI innovation—themes we'll build on throughout the summit and bring to action in our closing keynote on building strategic influence.

Oliver Patel

Head of Enterprise AI Governance, AstraZeneca and Creator of Enterprise AI Governance

10:00 – 10:30 AM

Cohort Collaboration- Meet your Cohorts

Kick off your experience by meeting your fellow cohorts in an informal setting. This is your chance to introduce yourself, learn about others in your group, and start building connections that will carry through the program. Whether you're a first-timer or returning attendee, this session sets the tone for a collaborative and engaging experience.
10:30 AM – 12:00 PM

Workshops

Join our sponsor-led workshops for focused, hands-on sessions that dive into real-world challenges and innovative solutions. Led by industry experts, these sessions offer practical insights, demos, and discussions tailored to the evolving needs of information professionals. It’s a great opportunity to learn directly from solution providers and explore new tools and strategies that can support your work.

Check out the workshops tab to get more details on the available workshops.

12:00 – 12:45 PM

Lunch

Enjoy lunch with your colleagues and take this time to connect with fellow cohorts. Whether you're catching up or meeting new peers, it's a great opportunity to refuel, share insights, and build meaningful professional relationships before the afternoon sessions resume.
12:45 – 1:30 PM

Sponsor Demos / Break

Visit the Solutions Showcase to experience 10-minute Sponsor Demos featuring the latest in information management, from AI advancements to governance tools. With three demos running at a time across 12 sessions, it's your chance to explore new solutions and connect directly with leading providers.
01:30 – 2:15 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

02:15 – 02:45 PM

Break

Break
02:45 – 3:30 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

03:30 – 03:45 PM

Solutions Showcase Break with Snacks

Break
03:45 – 4:15 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

04:30 – 04:45 PM

Break

Break
04:45 – 06:15 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

06:15 – 07:45 PM

Solutions Showcase Reception - with Sponsor Tours

Join your peers in the Solutions Showcase for a lively networking reception featuring cocktails, appetizers, and guided sponsor tours. It’s the perfect chance to unwind, make new connections, and explore the latest innovations from our sponsors in a relaxed, interactive setting.
10:30 AM – 12:00 PM

Workshop 1

Workshops description coming soon
10:30 AM – 12:00 PM

Workshop 2

Workshops description coming soon
10:30 AM – 12:00 PM

Workshop 3

Workshops description coming soon
10:30 AM – 12:00 PM

Workshop 4

Workshops description coming soon
10:30 AM – 12:00 PM

Workshop 5

Workshops description coming soon
10:30 AM – 12:00 PM

Workshop 6

Workshops description coming soon
01:30 – 02:15 PM

Custodians to Strategists: Repositioning Records and Information Management in the Age of AI

Explore how Records and Information Management (RIM) professionals can move beyond custodianship to strategic leadership, integrating governance expertise into AI adoption to strengthen compliance, spark innovation, and build lasting competitive advantage.

Barry Primes, CIP

Records Management Officer, Harris Central Appraisal District

01:30 – 02:15 PM

AI, But Make It Useful

Learn a structured framework identifying and evaluating AI use cases in Records & Information Management. Leave with practical tools to assess feasibility, strategic alignment, and organizational readiness to develop AI solutions that actually work.

Tina Gibeson

Director of Consulting Services, Access Sciences

Ashley Brassette

Director, Technology Capabilities, Access Sciences

01:30 – 02:15 PM

AI-Powered ROT Navigation: Unlocking Value With Dual AI Roles

See how two types of AI work together: one to instantly retrieve what users need, one to help IM teams find and clean ROT. Leave with a 1-week pilot plan—no need for perfect data, just actionable results.

Juan Sanchez

CIO, Intelos

Donda Young, CIP

CEO, Helias Consulting

01:30 – 02:15 PM

Redesigning Workflows for the AI Era: Practical Approaches to Process Automation

Legacy workflows were rigid and brittle, forcing manual work at every exception. Learn how to redesign for AI-based workflows that classify content, predict next steps, adapt to variation, and keep governance intact.

Richard Medina

Cofounder and CEO, Doculabs, Inc.

02:30 – 03:15 PM

Automating Documenting SOPs for Busy Technology Teams

Discover how busy technology teams can transform outdated SOPs into dynamic, visual knowledge using tools like Scribe. Learn practical strategies for auto-generating step-by-step guides that teams actually use - all without adding overhead to your already packed schedule.

Peter Schweiss

Director of Technology Services, Hope Ignites

02:30 – 03:15 PM

Securing & Automating Financial Data: AI Strategies for Workflow Transformation & Governance

See how AI/ML can drive workflow automation, improve information governance and security in fintech and AML. Using real cases, interactive demos and group activities, attendees will gain practical ways to prepare, protect, and optimize data for compliant, AI-driven operations.

Anusha Nerella

Technology Leader | Development Expert in AI/ML, State Street Corporation

02:30 – 03:15 PM

Breakout Session - Coming Soon

02:30 – 03:15 PM

Breakout Session - Coming Soon

03:45 – 04:30 PM

Margins Matter: A Big Picture View of Data Feminism in Information Management

Using the key concepts from the book Data Feminism by Catherine D’Ignazio and Lauren Klein, we will explore the seven principles behind intersectional feminism in data science and discuss how these concepts can be applied within information programs at varying levels.

Sarah Sheffield, CIP

Lead Document and Records Management Specialist, Fluor Federal Petroleum Operations

03:45 – 04:30 PM

Knowledge Organization Systems: The Backbone of High-Quality, Usable Data

In today's data-driven organizations, the ability to manage, retrieve, and leverage information efficiently is paramount. This session explores the foundational role of controlled vocabularies, taxonomies, and ontologies in building high-quality, interoperable, and AI-ready data environments.

Ashley Yurek

Program Manager, Application Records Management, JPMorgan Chase

03:45 – 04:30 PM

Breakout Session - Coming Soon

03:45 – 04:30 PM

Breakout Session - Coming Soon

04:45 – 05:30 PM

Dark data attack vectors! Launch AI countermeasures to reduce risk!

Description Coming Soon

Amitabh Srivastav, CIP

AIIM Fellow

04:45 – 05:30 PM

AI for Metadata Enrichment: From Chaos to Clarity

Metadata gaps slow down search, governance, and AI adoption. In this session, we’ll explore how AI can auto-generate and enrich metadata to improve discoverability, compliance, and decision-making. Attendees will leave with practical steps to transform messy data into actionable insights.

Ayoade Adegbite

Senior Analytics Engineer, Behind the Data

04:45 – 05:30 PM

Breakout Session - Coming Soon

08:30 – 09:00 AM

Breakfast

Fuel up for the last day with a relaxed breakfast and one more chance to connect with peers.
09:00 – 09:15 AM

Context Setting - Mission for the Day

Start the day with clear direction as Tori outlines your mission, goals, and what to expect. She will share how to get the most value from your cohort group so you can learn, connect, and contribute with purpose.

Tori Miller Liu

President & CEO of AIIM

09:15 – 10:30 AM

Cohort Collaboration

This is where real problem solving begins as you work closely with your cohort to analyze challenges and share solutions. Expect honest discussion, practical insights, and outcomes you can put to work immediately.
10:00 – 10:05 AM

Cohort Final Remarks

Wrap up the cohort conversation block with a quick recap of the themes, ideas, and solutions surfaced in your group. This short debrief helps capture insights before you transition to the next part of the program.
10:05 – 10:35 AM

Solutions Showcase Break with Snacks

Break
10:35 – 11:20 AM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

11:20 – 11:35 AM

Break

Break
11:35 AM – 12:20 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

12:20 – 1:35 PM

Lunch

Enjoy lunch with your colleagues and take this time to connect with fellow cohorts. Whether you're catching up or meeting new peers, it's a great opportunity to refuel, share insights, and build meaningful professional relationships before the afternoon sessions resume.
1:35 – 1:50 PM

Sponsor Demos / Break

Visit the Solutions Showcase to experience 10-minute Sponsor Demos featuring the latest in information management, from AI advancements to governance tools. With three demos running at a time across 12 sessions, it's your chance to explore new solutions and connect directly with leading providers.
01:50 – 02:35 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

02:35 – 02:50 PM

Break

Break
02:50 – 03:35 PM

Breakout Sessions

Breakout sessions offer a deeper dive into the topics that matter most, with practical solutions and real-world insights you can apply right away.

Visit the Breakout Sessions tab to see the full lineup and choose the sessions that best fit your goals.

03:35 – 04:05 PM

Solutions Showcase Break with Snacks

Break
04:05 – 05:35 PM

Workshop Sessions

Dig deeper into core topics with focused, hands-on workshops led by experienced instructors. These sessions give you practical exercises, frameworks, and takeaways you can apply right away.

Visit the Workshop Sessions tab to see the full lineup and choose the sessions that best fit your goals.

05:35 – 07:05 PM

Charm City Social

Unwind with drinks, bites, and hands-on activities inspired by Baltimore’s vibrant culture. Play games, meet new people, and have fun as the community comes together.
4:05 - 5:35 PM

AI Governance / Responsible AI Frameworks

Description Coming Soon

Susan Gleason, CIP

Head of Information Governance, Withers

Christopher Hockey, IGP, CIPP/US, AIGP

Senior Manager, Triad Executive Advisors

4:05 - 5:35 PM

AI on Solid Ground: Structuring, Scaling, and Sustaining Innovation

Learn how to structure, scale, and sustain GenAI initiatives with strong data foundations. This interactive workshop blends AI fluency, information architecture, and change strategies to drive trusted, impactful adoption across the enterprise.

Priya Sarathy, PhD.

Founder, Wheel Data Strategies

Carlos Gorricho

Managing Director, CGAI Management Consulting

4:05 - 5:35 PM

Rethinking the Information Lifecycle in the AI Era

Shell partnered with Deep Analysis to fundamentally rethink its information lifecycle strategy. Their work uncovered a critical insight: in the AI era, curation must start at capture—not downstream. This 90-minute interactive workshop shares their case study, introduces the reimagined information lifecycle framework, and guides participants through redesigning their own organization's approach to information management for the age of AI.

Pieter Lokker, CIP

Information & Digital Manager, Enterprise Information Management, Shell

Alan Pelz-Sharpe

Founder and Principal Analyst, Deep Analysis

4:05 - 5:35 PM

Building Agents with Copilot Studio

In this interactive workshop, you’ll create a custom agent that leverages public and private information to respond to user requests. You’ll also see what you can do to bring in external information from third party services into your agents to make them even more powerful.

Robert Bogue, CIP

President, Thor Projects LLC

10:35 – 11:20 AM

Stop Documenting and Start Managing Knowledge: A Cybersecurity Case Study

Teams often don’t need more documentation—they need usable knowledge. Learn how one cybersecurity team transformed SOPs, playbooks, and standards into a scalable KM system using SharePoint and Power Automate to boost efficiency, resilience, and AI readiness.Jennifer Miller, Senior Technical Writer - Knowledge Mgmt. Principal, PRA Group

Jennifer Miller

Senior Technical Writer - Knowledge Mgmt. Principal, PRA Group

10:35 – 11:20 AM

Trustworthy AI for Regulatory Data: Architecture, Quality, and Governance

Learn how regulated enterprises design AI-ready information systems. This session covers secure data architecture, quality controls, and explainable methods that ensure compliance while enabling innovation.

Bharat Chaturvedi

Senior Engineer, Leading Financial Organization

10:35 – 11:20 AM

AI Needs More Than Technology: Building Trust and Governance for Enterprise Adoption

AI adoption is not a technology problem. The real hurdles are trust, clarity, and governance. Drawing on enterprise-wide AI work at the University of Washington, this session shows how governance and leadership turn vision into adoption at scale.

Andreas Bohman

Vice President and CIO, University of Washington

10:35 – 11:20 AM

Enhancing Access to Cultural Archives with Generative AI & Knowledge Graphs

Description Coming Soon

Rajesh Kumar Gnanasekaran

IT Assistant Director- AI Solutions, University of Maryland

11:35 AM - 12:20 PM

From Filing Cabinets to AI: The Changing Face of Information Management Leadership

Description Coming Soon
11:35 AM – 12:20 PM

(Un)intelligent Document Processing

Description Coming Soon

A. Caleb Gattegno, IGP, CIP, CDIA

Content Capture Technical Lead

1:50 - 2:35 PM

The Art of Selling “Dry Bread”: Creative Strategies to Market the Why in Information Management

How do you sell the driest bread in the bakery? Through real-world cases from Reykjavík, this workshop explores creative ways to market IM initiatives, focusing on engaging diverse generations with new approaches to training, mentoring, and explaining the “why” behind change.

Oskar Thrainsson

Chief Records & Information Manager, The City of Reykjavik

1:50 - 2:35 PM

Prompt Engineering for IM & Policy Writing

Description Coming Soon
2:50 - 3:35 PM

The Future of Records Management with AI Tools

Description Coming Soon

Andrea McIntosh

General Manager for Global Operations, Leadership Through Data

Jacqueline Stockwell

CEO & Founder, Leadership Through Data

2:50 - 3:35 PM

Unified AI-Driven Framework for Integrating GIS, BIM, PMIS, and EAM in Infrastructure Management

Description Coming Soon

Ravi Vaish

Director, Information Systems, AECOM

08:30 – 09:00

Breakfast

Fuel up for the last day with a relaxed breakfast and one more chance to connect with peers. Be sure to complete your sponsor passport before the morning sessions begin.
09:00 – 09:20

Awards

Celebrate standout contributions from across the information management community. These awards recognize leaders, innovators, and volunteers who are advancing the profession and inspiring others.
09:20 – 09:35

Fireside Chat Context Setting

Start the day with an inspiring fireside chat that frames the themes and challenges your cohort will explore. This session sets the tone and sparks the thinking needed for meaningful problem solving.
09:35 – 10:25

Cohort Collaboration: ORID Reflection & Conclusions

Continue your cohort collaboration with an ORID style reflection to surface insights, conclusions, and next steps. Use the final five minutes to submit your key takeaways digitally so they can be shared and carried forward.
10:25 – 10:55

Solutions Showcase Break with Snacks

Enjoy snacks while sponsors draw prizes and showcase practical solutions you can explore firsthand. During this time, facilitators review digital submissions and participants are welcome to browse cohort takeaways.
10:55 – 11:15

Cohort Share-Outs

Hear from volunteer cohorts as they share surprising insights and moments that challenged their thinking in quick 90 second highlights. This rapid share out sets the stage and creates a smooth bridge into the upcoming keynote.
11:15 – 11:20

Keynote Introduction

Meet Eryn Peters as she introduces The Accountability Advantage and explores what strategic influence looks like in the AI era. This keynote sets a clear path for leaders who want to drive meaningful change.

Tori Miller Liu

President & CEO, AIIM

11:20 – 12:05

Keynote: The Accountability Advantage: Building Strategic Influence in the AI Era

The accountability crisis everyone fears is actually your opening. While the organizational structure around AI is being rebuilt, you have the rare opportunity to claim the territory no one else can occupy: context. Not just data quality, but organizational comprehension—ensuring accessibility doesn't become chaos. This isn't about defending your current position. It's about recognizing that when everything's been torn apart, you can build anything you want. And right now, AI-ready organizations need architects who understand both the data and the humans using it. This closing keynote explores the opportunity in chaos—why AI's disruption of traditional roles creates positioning opportunities that haven't existed in decades. You'll receive the 2030 IM Leader Framework: what to learn (AI literacy as organizational capability, not just technical skill), what to delegate (technical execution while maintaining context ownership), and what to influence (tool selection, governance policies, adoption strategies). You'll leave with specific conversations to initiate with HR about AI literacy curricula, with legal about acceptable risk thresholds, and with technical teams about evaluation frameworks. Most importantly, you'll understand your context advantage—why your unique position as translators between data and meaning makes you irreplaceable, and how to communicate this value upward without waiting for permission or recognition.

Eryn Peters, CCMP

Co-Founder of the AI Maturity Index

12:05 – 12:15

Closing Remarks

Bring all the threads together with a final look at what was learned, created, and accomplished. Leave with clear next steps, calls to action, and a sense of momentum you can carry forward.

Tori Miller Liu

President & CEO, AIIM