1:00 - 5:00 PM
AIIM Board of Directors Meeting
(Invitation Only)
1:00 - 2:50 PM
Committee Meeting 1
1:00 - 2:50 PM
Committee Meeting 2
1:00 - 2:50 PM
Committee Meeting 3
2:50 - 3:10 PM
Break
3:10 - 5:00 PM
Brazilian Delegation Meeting
(Invitation Only)
3:10 - 5:00 PM
WIIM Leadership Committee Meeting
(Invitation Only)
3:10 - 5:00 PM
Committee Meeting
5:00 - 6:30 PM
Private AIIM Volunteer Reception
(Invitation Only)
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.
9:00 – 9:15 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
9:15 – 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.
1:30 – 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.
2:15 – 2:30 PM
Transition Break
Transition Break
2:30 – 3:15 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.
3:15 – 3:45 PM
Solutions Showcase Break with Snacks
Break
3:45 – 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.
4:30 – 4:45 PM
Transition Break
Transition Break
4:45 – 5:30 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.
5:30 – 7:00 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
Designing Your AI-Ready Enterprise: A Hands-On Blueprint for Trusted, Scalable AI
Most organizations are experimenting with AI, but many struggle to move beyond pilots. The challenge isn’t innovation. It’s preparing the enterprise for AI that is trusted, governed, and scalable.In this interactive session, OpenText and Deep Analysis guide participants from AI strategy to executable planning. Using a real world use case, attendees will assess readiness, identify where AI can deliver value, and design a foundation that supports governance, change management, and ROI. Participants will map their starting point and leave with a practical blueprint they can apply immediately.
Alan Pelz-Sharpe
Founder & Principal Analyst, Deep Analysis
Tom Grucza
Sr. Product Marketing Manager, OpenText
10:30 AM – 12:00 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.
Joey Smith
BIM Manager, Access Sciences
Tina Gibeson
Director of Consulting Services, Access Sciences
10:30 AM – 12:00 PM
AI ON SOLID GROUND: STRUCTURING, SCALING, AND SUSTAINING INNOVATION
Generative AI promises breakthrough innovation—but its success depends on a solid foundation. This session unpacks how strong data architecture, quality, and governance are essential to realizing GenAI’s full potential. Participants will explore concepts that develop AI fluency to understand how to organize, optimize, and operationalize data assets. Through hands-on activities and practical examples, this session exposes enablers to align GenAI with organization’s long-term strategy, turning experimentation into sustained impact.
Priya Sarathy, PhD
CEO, Wheel Data Strategies
10:30 AM – 12:00 PM
The Trust Infrastructure: Context-Powered AI on Enterprise Content
Workshop description coming soon
10:30 AM – 12:00 PM
Workshop 6
Workshops description coming soon
1:30 – 2:15 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
1:30 – 2:15 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.
1:30 – 2:15 PM
Real-World AI Implementation: Field Notes from Information Governance Leaders
Join two information leaders navigating AI adoption in high-stakes environments as they share candid insights on deploying AI tools for records management, the organizational hurdles they've encountered, and practical frameworks for prioritizing AI investments when resources are constrained and compliance requirements are non-negotiable. This interactive fishbowl session invites audience members to rotate into an open third chair and join the conversation.
Leigh Zidwick
Senior Director, Information Governance, DLA Piper
John Daly
Manager, Global Records and Information Governance, Bunge
2:30 – 3:15 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
2:30 – 3:15 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, Forbes Technology Council member
2:30 – 3:15 PM
Why Context Matters: The Missing Link to Scalable and Trusted AI Productivity
In the rush to adopt AI, many organizations overlook the hidden friction caused by fragmented, context-poor information. This session explores why capturing and operationalizing context is the missing link to scalable, trusted AI productivity—and how a Context-First Document Management approach eliminates operational friction, enabling faster decisions, greater compliance, and real business impact. Discover how connecting documents, people, and processes in context empowers AI to deliver value you can trust.
Kyle Gillette
Senior Solutions Architect, M-Files
2:30 – 3:15 PM
Modernizing Records Management in the era of AI
AI is reshaping how organizations classify, retain, secure, and dispose of records—but it also introduces new risks. This session explores practical ways to modernize records management using AI-assisted capture, metadata enrichment, and smart disposition while strengthening governance.Learn how to align policies with emerging AI use cases, improve audit readiness, and reduce manual effort without sacrificing compliance, privacy, or defensibility. Includes a roadmap and real-world patterns to adopt safely.
Hermant Prasad
Founder & CEO, Crest Infosolutions LLC
3:45 – 4:30 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
3:45 – 4:30 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
3:45 – 4:30 PM
Data Classification Decoded: Leveraging AI for Governance and Protection
Why does information governance succeed—or fail? It all starts with knowing your data. Classification and identification are the bedrock of every information governance strategy: when you understand what a document contains, applying the right retention, protection, and compliance controls becomes straightforward.In this session, we’ll explore practical classification technologies and strategies—and how they can be applied across the information lifecycle. We’ll look at proven capabilities available in Microsoft Purview, including Sensitive Info Types, Trainable Classifiers, and Exact Data Match, as well as innovative AI-driven approaches used in real-world client engagements. We'll also touch on how emerging agentic AI models can further automate and strengthen downstream classification at scale. You’ll hear practical success stories, actionable patterns, and approaches for using AI to enhance accuracy, reduce risk, and bring clarity to your data landscape.Join us to discover how intelligent classification can transform data chaos into confident, consistent information governance.
Pablo Quero
Senior Director, FTI Consulting
3:45 – 4:30 PM
Capture to Intelligence: Transforming Workflows with AI-Driven Business Automation
As organizations grapple with increasing volumes of unstructured data, the demand for efficient, scalable solutions is at an all-time high. Discover how advances in AI, intelligent document processing (IDP), and document management (DMS) are transforming workflows. Learn through real-world examples how AI-powered automation boosts productivity, reduces errors, and drives compliance across departments like finance, HR, and supply chain. Gain actionable insights to identify automation opportunities, audit workflows, build implementation roadmaps, and manage change for successful adoption.
Alex Solliday
Senior Sales Director, DocuWare
4:45 – 5:30 PM
Dark Data Attack Vectors! Actionable Strategies Using AI to Mitigate Risks and Find Hidden Assets
Dark data poses significant risks to organizations, but some dark data is good—it holds golden nuggets that can benefit you. Learn strategies to reduce dark data threats while using AI to identify those valuable insights hidden in unmanaged information.
Amitabh Srivastav, CIP
AIIM Fellow
4:45 – 5:30 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
4:45 – 5:30 PM
Breakout Session - Coming Soon
8:30 – 9:00 AM
Breakfast
Fuel up for the day with a relaxed breakfast and one more chance to connect with peers.
9:00 – 9:15 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
9:15 – 10:00 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
Transition Break
Transition 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 – 1:05 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.
1:05 – 1:45 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.
1:45 – 1:50 PM
Transition Break
Transition Break
1:50 – 2:35 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.
2:35 – 2:50 PM
Transition Break
Transition Break
2:50 – 3:35 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.
3:35 – 4:05 PM
Solutions Showcase Break with Snacks
Break
4:05 – 5:35 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.
5:35 – 7:05 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
From Gatekeeper to Growth Driver: Making AI Governance Your Competitive Weapon
Information leaders are positioning AI governance as a competitive accelerator, not just risk management. Learn the ROI language that secures budget, leverage your IM expertise to lead AI governance, and create a 90-day action plan with concrete steps that establish you as an AI enabler. Walk out with practical tools to help your organization move fast with AI while maintaining trust.
Susan Gleason, CIP
Head of Information Governance, Withers LLP
Doron Goldstein AIGP, CIPM, CIPP/E, CIPP/US, FIP, PLS
Corporate Partner and U.S. Head of the Data Innovation, Privacy and Cybersecurity Practice, Withers LLP
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
Enhancing Access to Cultural Archives with Generative AI & Knowledge Graphs
Hear how “ChatLoS” improves discovery in Maryland State Archives’ Legacy of Slavery collections by combining RAG, data agents, and Knowledge Graphs. Learn how the university grappled with explainability, ethics, and user study findings. Learn about their roadmap for sustainable adoption.
Rajesh Kumar Gnanasekaran
IT Assistant Director- AI Solutions, University of Maryland
10:35 – 11:20 AM
Stop Playing Hide and Seek with AI: Turning AI Use into Governed Practice
AI is already embedded in everyday tools and workflows, often beyond the visibility of governance teams. As policies are written and pilots approved, control can fade once AI becomes part of daily work. This session explores how to end the game of hide and seek with AI by operationalizing governance in practice. Learn how inventories, intake processes, lifecycle controls, and records create a defensible foundation; see how one organization moved from intent to execution; and get started with RexCommand to uncover shadow AI and take control early.
Joe Pearce
Head of Product, RecordPoint
10:35 – 11:20 AM
Your Content Isn’t the Problem. Your Platform Is.
Organizations are racing toward AI yet still rely on legacy content systems built to store documents, not power decisions or automation. This session explores why traditional repositories limit AI value & how modern content platforms unlock contextual intelligence inside real business workflows. You’ll learn how AI performs best when grounded in governed, connected content, not files in folders. We’ll outline a practical modernization approach that brings content into ERP & CRM processes & evolves AI from assistance to agentic action, delivering measurable productivity & decision impact.
Tom Grucza
Sr. Product Marketing Manager
11:35 AM – 12:20 PM
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
Dhruv Chaturvedi
Supply Chain Management Student, TCNJ
11:35 AM – 12:20 PM
(Un)intelligent Document Processing
Separate reality from hype and value from fantasy in the IDP space. We will explore what IDP can really do versus what vendors say it can do. We'll stay brand agnostic and instead work through the commonalities that brands share, their common limitations, and where IDP technologies can excel.
A. Caleb Gattegno, IGP, CIP, CDIA
Content Capture Technical Lead
1:50 – 2:35 PM
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 Architect, PRA Group
1:50 - 2:35 PM
The Information Professional’s Guide to Prompt Engineering & Prompt Management
As Large Language Models transform business operations, prompt engineering has become critical for both strategists and technical teams. This session will cover all the essential aspect of prompt engineering from prompt types and their applications, OWASP LLM security threats including prompt injection attacks, and architecting robust guardrails against malicious inputs. You'll learn enterprise-grade prompt management practices for governance and scale, as well as optimizing and fine-tuning prompts for specific use cases without deep ML expertise. Whether evaluating AI investments or building production systems, you'll gain actionable knowledge and skills to implement effective prompts in your AI solutions.
Rafia Tapia
Senior Solution Architect, Amazon
1:50 - 2:35 PM
Designing Document Automation for a Changing AI Landscape
The Intelligent Document Processing (IDP) landscape is shifting as capabilities like extraction and classification become increasingly available through hyperscalers investing heavily in AI services. With AI models improving rapidly, the need for manual intervention is declining—yet organizations must still support a broad mix of electronic and physical documents across expanding document types, making strength across this diversity essential for reliable automation.This session explores how organizations can avoid early commitment to a single technology by building flexible, future-ready automation strategies that adopt the best AI models as capabilities evolve while maintaining governance and operational control. Attendees will gain practical insight into architectural principles where AI supports extraction and classification within a governed framework, rather than making autonomous business decisions.
Rod Hughes
Product Marketing Manager, Kodak Alaris
2:50 - 3:35 PM
From Paper to Performance: How AI and IDP Are Transforming Document Management
Organizations are facing rising information volumes, complex content, and pressure for speed and accuracy—making traditional document management insufficient. This session shows how Ricoh uses AI and Intelligent Document Processing to capture, classify, and activate information. Learn how advanced AI, language understanding, and automation turn raw documents into structured data, reduce manual entry, strengthen compliance, and improve customer experiences, unlocking faster decisions and more efficient workflows.
Scott Francis
Technology Evangelist, Ricoh Document Scanners
2:50 - 3:35 PM
Unified AI-Driven Framework for Integrating GIS, BIM, PMIS, and EAM in Infrastructure Management
Discover how AI breaks down silos between your mapping, building models, project data, and asset management systems. See how intelligent agents unify GIS, BIM, PMIS, and EAM to automate workflows, surface insights, and transform infrastructure decision-making.
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
Tori Miller Liu
Tori Miller Liu
President & CEO, AIIM
Tori Miller Liu, MBA, FASAE, CAE, CIP is the President & CEO of the Association for Intelligent Information Management. She is an experienced association executive, technology leader, speaker, and facilitator. Previously, she served as the Chief Information Officer of the American Speech-Language-Hearing Association (ASHA) and been working in association management since 2006. Tori is a current member of the ASAE Executive Management Advisory Council and Association Coalition for AI. She is a former member of the ASAE Technology Professional Advisory Council and a former Board Member of Association Women Technology Champions. She was named a 2020 Association Trends Young & Aspiring Professional and 2021 Association Forum Forty under 40 award recipient. She is also an alumna of the ASAE NextGen program. She is a Certified Association Executive and holds an MBA from George Washington University. In 2023, Tori was named as a Fellow of the American Society of Association Executives (ASAE).
Tori Miller Liu, MBA, FASAE, CAE, CIP is the President & CEO of the Association for Intelligent Information Management. She is an experienced association executive, technology leader, speaker, and facilitator. Previously, she served as the Chief Information Officer of the American Speech-Language-Hearing Association (ASHA) and been working in association management since 2006. Tori is a current member of the ASAE Executive Management Advisory Council and Association Coalition for AI. She is a former member of the ASAE Technology Professional Advisory Council and a former Board Member of Association Women Technology Champions. She was named a 2020 Association Trends Young & Aspiring Professional and 2021 Association Forum Forty under 40 award recipient. She is also an alumna of the ASAE NextGen program. She is a Certified Association Executive and holds an MBA from George Washington University. In 2023, Tori was named as a Fellow of the American Society of Association Executives (ASAE).
Barry Primes, CIP
Barry Primes, CIP
Records Management Officer, Harris Central Appraisal District
Barry Primes, MBA, CIP, AIIM Fellow (#246), RMO, is a respected thought leader with more than 35 years of experience in records and information management, organizational leadership, and enterprise governance. He has led major initiatives across federal, public, and private sectors, building high-performing, compliant, and digitally enabled information environments. Barry is known for advancing strategic RIM programs, modernizing operations, and mentoring emerging leaders in the profession. He holds an MBA, the Certified Information Professional credential, and is completing his Doctor of Business Administration (DBA) in Organizational Leadership, further strengthening his long-standing commitment to excellence and innovation in the information management field.
Barry Primes, MBA, CIP, AIIM Fellow (#246), RMO, is a respected thought leader with more than 35 years of experience in records and information management, organizational leadership, and enterprise governance. He has led major initiatives across federal, public, and private sectors, building high-performing, compliant, and digitally enabled information environments. Barry is known for advancing strategic RIM programs, modernizing operations, and mentoring emerging leaders in the profession. He holds an MBA, the Certified Information Professional credential, and is completing his Doctor of Business Administration (DBA) in Organizational Leadership, further strengthening his long-standing commitment to excellence and innovation in the information management field.
Oliver Patel
Oliver Patel
Head of Enterprise AI Governance, AstraZeneca and Creator of Enterprise AI Governance
Oliver Patel is a global authority on enterprise AI governance, combining deep practitioner experience with extensive thought leadership. As Head of Enterprise AI Governance at AstraZeneca, he has spent the past three years developing, implementing, and scaling an AI governance framework impacting 95,000 employees globally. Oliver is AI Governance Faculty Member at the International Association of Privacy Professionals (IAPP), where he co-developed and instructs the AI Governance Professional (AIGP) certification programme and has trained thousands of professionals worldwide. He serves as a member of the OECD Expert Group on AI Risk and Accountability and is creator of the Enterprise AI Governance newsletter with over 6,300 subscribers. His forthcoming book, Fundamentals of AI Governance, will be the definitive visual guide for implementing enterprise AI governance. Oliver holds a Master's degree in Philosophy and Public Policy from the London School of Economics, and his career spans academia, UK government policy, and industry—giving him a rare perspective that bridges philosophical foundations, regulatory realities, and operational implementation.
Oliver Patel is a global authority on enterprise AI governance, combining deep practitioner experience with extensive thought leadership. As Head of Enterprise AI Governance at AstraZeneca, he has spent the past three years developing, implementing, and scaling an AI governance framework impacting 95,000 employees globally. Oliver is AI Governance Faculty Member at the International Association of Privacy Professionals (IAPP), where he co-developed and instructs the AI Governance Professional (AIGP) certification programme and has trained thousands of professionals worldwide. He serves as a member of the OECD Expert Group on AI Risk and Accountability and is creator of the Enterprise AI Governance newsletter with over 6,300 subscribers. His forthcoming book, Fundamentals of AI Governance, will be the definitive visual guide for implementing enterprise AI governance. Oliver holds a Master's degree in Philosophy and Public Policy from the London School of Economics, and his career spans academia, UK government policy, and industry—giving him a rare perspective that bridges philosophical foundations, regulatory realities, and operational implementation.
Eryn Peters, CCMP
Eryn Peters, CCMP
Co-Founder of the AI Maturity Index
Eryn Peters is co-founder of the AI Maturity Index, whose research has impacted over 4.5 million workers across more than 190 countries. A keynote speaker at LEAP Conference and presenter at London Business School and the ISG AI Summit, she is a regular Forbes contributor and editor of the Weekly Workforce newsletter. Peters is a CCMP™ Certified Change Management Professional and has been named ISG's Digital Innovator of the Year and a Top Women Leader in SaaS.
Tina Gibeson
Tina Gibeson
Director of Consulting Services, Access Sciences
Andy Vitale is the Director of Product Marketing at Brandhub, where he leads a team focused on transforming the mortgage lending experience for millions of people who want to buy or refinance a home, as well as professional partners across the lending and real estate spectrum.
Andy Vitale is the Director of Product Marketing at Brandhub, where he leads a team focused on transforming the mortgage lending experience for millions of people who want to buy or refinance a home, as well as professional partners across the lending and real estate spectrum.
Ashley Yurek
Ashley Yurek
Program Manager, Application Records Management, JPMorgan Chase
Ashley Yurek currently leads a Data Governance team at JPMorgan Chase, bringing over a decade of expertise in records management and information governance across government and financial sectors. After earning her Master in Library and Information Science at the University of Western Ontario, Ashley has spent the last decade advancing the maturity of records management and data governance programs at the City of Toronto, the Government of Ontario, and JPMorgan Chase. She specializes in designing and implementing strategies to optimize the classification and organization of both structured and unstructured data, enabling effective data use and retrieval - an increasingly critical capability in the era of Artificial Intelligence and Machine Learning.
Ashley Yurek currently leads a Data Governance team at JPMorgan Chase, bringing over a decade of expertise in records management and information governance across government and financial sectors. After earning her Master in Library and Information Science at the University of Western Ontario, Ashley has spent the last decade advancing the maturity of records management and data governance programs at the City of Toronto, the Government of Ontario, and JPMorgan Chase. She specializes in designing and implementing strategies to optimize the classification and organization of both structured and unstructured data, enabling effective data use and retrieval - an increasingly critical capability in the era of Artificial Intelligence and Machine Learning.
Sarah Sheffield, CIP
Sarah Sheffield, CIP
Lead Document and Records Management Specialist, Fluor Federal Petroleum Operations
Sarah Sheffield, CIP is the Lead Document and Records Management Specialist for the M&O Contractor of the Strategic Petroleum Reserve. Sarah has been at the SPR for just over 7 years but has been in the information industry on and off since 2008. Prior to her current position, she worked on the project to help Tulane libraries recover after the Hurricane Katrina disaster. She is a CIP, an AIIM Ambassador, and a part of the team revitalizing WIIM at AIIM. Sarah lives in Rockford, IL with her two furbabies, Rowan (dog) and Tilt (cat).
Sarah Sheffield, CIP is the Lead Document and Records Management Specialist for the M&O Contractor of the Strategic Petroleum Reserve. Sarah has been at the SPR for just over 7 years but has been in the information industry on and off since 2008. Prior to her current position, she worked on the project to help Tulane libraries recover after the Hurricane Katrina disaster. She is a CIP, an AIIM Ambassador, and a part of the team revitalizing WIIM at AIIM. Sarah lives in Rockford, IL with her two furbabies, Rowan (dog) and Tilt (cat).
Anusha Nerella
Anusha Nerella
Technology Leader | Development Expert in AI/ML, Global fintech firm
Anusha Nerella is a Senior Engineer and AI Fintech Leader at a Global fintech firm, specializing in AI-driven automation, data governance, and cloud-native financial systems. An IEEE Senior Member, IEEE WIE Philadelphia Chair and Forbes Software Architect Group Leader, she has delivered IEEE keynotes and spoken at major events including the AI+Infra Summit and Women in Tech Global Conference. Her work advances secure, AI-powered financial modernization and workflow governance, empowering global enterprises to build intelligent, transparent, and compliant financial ecosystems.
Anusha Nerella is a Senior Engineer and AI Fintech Leader at a Global fintech firm, specializing in AI-driven automation, data governance, and cloud-native financial systems. An IEEE Senior Member, IEEE WIE Philadelphia Chair and Forbes Software Architect Group Leader, she has delivered IEEE keynotes and spoken at major events including the AI+Infra Summit and Women in Tech Global Conference. Her work advances secure, AI-powered financial modernization and workflow governance, empowering global enterprises to build intelligent, transparent, and compliant financial ecosystems.
Jennifer Miller
Jennifer Miller
Senior Technical Writer – Knowledge Architect, PRA Group
Jennifer Miller is a documentation and knowledge systems evangelist, developing and implementing systems that transform documentation and information into strategic assets that surface dynamically and drive decision-making, reduce costs, improve team retention, and mitigate risk. Backed by research, she champions the measurable value of knowledge capture and preservation in well-designed processes that enable efficiency and productivity. With a background in education, energy, software development, financial services, and cybersecurity, Jennifer has led knowledge initiatives for both startups and global enterprises.
Jennifer has a B.A. in Human Learning & Development and an M.S. in Library & Information Science. Her passion for language eventually led her to technical writing, information governance, and knowledge management (and gave her a fiercely competitive streak in Scrabble).
Jennifer has a B.A. in Human Learning & Development and an M.S. in Library & Information Science. Her passion for language eventually led her to technical writing, information governance, and knowledge management (and gave her a fiercely competitive streak in Scrabble).
Jennifer Miller is a documentation and knowledge systems evangelist, developing and implementing systems that transform documentation and information into strategic assets that surface dynamically and drive decision-making, reduce costs, improve team retention, and mitigate risk. Backed by research, she champions the measurable value of knowledge capture and preservation in well-designed processes that enable efficiency and productivity. With a background in education, energy, software development, financial services, and cybersecurity, Jennifer has led knowledge initiatives for both startups and global enterprises.
Jennifer has a B.A. in Human Learning & Development and an M.S. in Library & Information Science. Her passion for language eventually led her to technical writing, information governance, and knowledge management (and gave her a fiercely competitive streak in Scrabble).
Jennifer has a B.A. in Human Learning & Development and an M.S. in Library & Information Science. Her passion for language eventually led her to technical writing, information governance, and knowledge management (and gave her a fiercely competitive streak in Scrabble).
Bharat Chaturvedi
Bharat Chaturvedi
Senior Engineer, Leading Financial Organization
Bharat Kumar Chaturvedi is a senior technology leader with deep experience in data architecture, AI systems, and regulatory compliance platforms. He builds large scale data supply chains, real time analytics systems, and AI driven compliance frameworks used across global financial operations. His published work covers Data Vault 2.0, composable architecture, cognitive data pipelines, and explainable AI for regulated environments. He has authored multiple peer reviewed papers, judged international hackathons, and earned recognition as a Senior Member of IEEE. Bharat speaks on topics such as AI in compliance, resilient data systems, and scalable enterprise architecture. His focus is on practical design that improves transparency, reliability, and speed in mission critical data platforms.
Bharat Kumar Chaturvedi is a senior technology leader with deep experience in data architecture, AI systems, and regulatory compliance platforms. He builds large scale data supply chains, real time analytics systems, and AI driven compliance frameworks used across global financial operations. His published work covers Data Vault 2.0, composable architecture, cognitive data pipelines, and explainable AI for regulated environments. He has authored multiple peer reviewed papers, judged international hackathons, and earned recognition as a Senior Member of IEEE. Bharat speaks on topics such as AI in compliance, resilient data systems, and scalable enterprise architecture. His focus is on practical design that improves transparency, reliability, and speed in mission critical data platforms.
Richard Medina
Richard Medina
CEO, Doculabs
Richard is the Co-founder and CEO of Doculabs and a strategist in AI-based process automation and content services. With extensive experience optimizing workflows and reducing costs, he has led numerous projects driving digital transformation for organizations across industries. Richard is a frequent speaker and published expert, known for his focus on scalable, cloud-based solutions that enhance efficiency and governance. His work emphasizes ethical and effective AI governance frameworks to meet evolving business and technology needs.
Richard is the Co-founder and CEO of Doculabs and a strategist in AI-based process automation and content services. With extensive experience optimizing workflows and reducing costs, he has led numerous projects driving digital transformation for organizations across industries. Richard is a frequent speaker and published expert, known for his focus on scalable, cloud-based solutions that enhance efficiency and governance. His work emphasizes ethical and effective AI governance frameworks to meet evolving business and technology needs.
Peter Schweiss
Peter Schweiss
Director of Technology Services, Hope Ignites
Pete Schweiss is the Director of Technology Services at Hope Ignites, where he drives the organization's technology strategy across the US and Latin America. With a career dedicated to supporting the nonprofit community in St. Louis, Pete is committed to delivering the best solutions through a forward-thinking, efficiency-focused approach that ensures seamless operations. His expertise in building and sustaining strategic partnerships enables him to secure high-quality, cost-effective products and services for the organization. Pete plays a vital role in fostering the strategic growth of Hope Ignites. As technology becomes increasingly critical to Hope Ignites' goal of tripling their impact by 2035, Pete's vision is to deliver an efficient user experience that allows team members to remain mission-focused.
Pete Schweiss is the Director of Technology Services at Hope Ignites, where he drives the organization's technology strategy across the US and Latin America. With a career dedicated to supporting the nonprofit community in St. Louis, Pete is committed to delivering the best solutions through a forward-thinking, efficiency-focused approach that ensures seamless operations. His expertise in building and sustaining strategic partnerships enables him to secure high-quality, cost-effective products and services for the organization. Pete plays a vital role in fostering the strategic growth of Hope Ignites. As technology becomes increasingly critical to Hope Ignites' goal of tripling their impact by 2035, Pete's vision is to deliver an efficient user experience that allows team members to remain mission-focused.
Ashley Brassette
Ashley Brassette
Director, Technology Capabilities, Access Sciences
Ashley Brassette is the Director of Technology Capabilities at Access Sciences, where she leads strategic initiatives to modernize enterprise systems and drive digital transformation. With a career spanning over a decade in technology leadership, Ashley brings deep expertise in aligning emerging technologies—like artificial intelligence—with business goals to deliver scalable, human-centered solutions. She is a passionate advocate for inclusive innovation and has recently served as a panelist at the Louisiana Digital Government Summit, speaking on advancing digital accessibility. Ashley’s work sits at the intersection of strategy, operations, and innovation, making her a trusted voice on how organizations can prepare for and thrive in an AI-driven future.
Ashley Brassette is the Director of Technology Capabilities at Access Sciences, where she leads strategic initiatives to modernize enterprise systems and drive digital transformation. With a career spanning over a decade in technology leadership, Ashley brings deep expertise in aligning emerging technologies—like artificial intelligence—with business goals to deliver scalable, human-centered solutions. She is a passionate advocate for inclusive innovation and has recently served as a panelist at the Louisiana Digital Government Summit, speaking on advancing digital accessibility. Ashley’s work sits at the intersection of strategy, operations, and innovation, making her a trusted voice on how organizations can prepare for and thrive in an AI-driven future.
Ayoade Adegbite
Ayoade Adegbite
Senior Analytics Engineer, Behind the Data
Ayoade is a seasoned Analytics Engineer with over 5 years of experience building scalable data solutions across North America, Europe, and Africa. Ayoade has mentored 900+ students across 7 countries and delivered measurable impact, including a 45% reduction in maintenance time and over 65% improvement in data accuracy, saving over $10k in cost per month.
He’s passionate about data quality, operational excellence, and building systems that scale. His mission is to bridge the gap between technical expertise and business strategy, empowering teams to make data-driven decisions that drive real business growth.
He's the founder of Behind The Data Newsletter, where stories of experts in the data field are shared on a weekly basis.
He’s passionate about data quality, operational excellence, and building systems that scale. His mission is to bridge the gap between technical expertise and business strategy, empowering teams to make data-driven decisions that drive real business growth.
He's the founder of Behind The Data Newsletter, where stories of experts in the data field are shared on a weekly basis.
Ayoade is a seasoned Analytics Engineer with over 5 years of experience building scalable data solutions across North America, Europe, and Africa. Ayoade has mentored 900+ students across 7 countries and delivered measurable impact, including a 45% reduction in maintenance time and over 65% improvement in data accuracy, saving over $10k in cost per month.
He’s passionate about data quality, operational excellence, and building systems that scale. His mission is to bridge the gap between technical expertise and business strategy, empowering teams to make data-driven decisions that drive real business growth.
He's the founder of Behind The Data Newsletter, where stories of experts in the data field are shared on a weekly basis.
He’s passionate about data quality, operational excellence, and building systems that scale. His mission is to bridge the gap between technical expertise and business strategy, empowering teams to make data-driven decisions that drive real business growth.
He's the founder of Behind The Data Newsletter, where stories of experts in the data field are shared on a weekly basis.
Juan Sanchez
Juan Sanchez
CIO, Intelos
Coming Soon
Coming Soon
Donda Young, CIP
Donda Young, CIP
CEO, Helias Consulting
Donda is the president and principal consultant of Helias Consulting, guiding companies in information governance with over 20 years of diverse experience as a practitioner, vendor, and consultant for Fortune 500 and Am Law 100 clients. A Certified Information Professional and AIIM International Fellow, Donda is recognized for her leadership as a past President of ARMA International's New England Chapter and an AIIM Ambassador. She actively contributes to her IGRM community through volunteering, mentoring, and speaking. With a holistic approach to information governance, she believes organizational success relies on the collective effort of everyone in managing information.
Donda is the president and principal consultant of Helias Consulting, guiding companies in information governance with over 20 years of diverse experience as a practitioner, vendor, and consultant for Fortune 500 and Am Law 100 clients. A Certified Information Professional and AIIM International Fellow, Donda is recognized for her leadership as a past President of ARMA International's New England Chapter and an AIIM Ambassador. She actively contributes to her IGRM community through volunteering, mentoring, and speaking. With a holistic approach to information governance, she believes organizational success relies on the collective effort of everyone in managing information.
Amitabh Srivastav, CIP
Amitabh Srivastav, CIP
AIIM Fellow
Amitabh is the CDO & VP, Compliance & Risk Management at HELUX.ai. With 25+ years of experience, Amitabh’s expertise spans PM, IG / IM, digital transformation, risk management, and content services. He speaks at industry conferences and is actively involved in ARMA, AIIM, PMI, and ISACA. He is an ARMA International Education Foundation board member, AIIM Fellow, and AIIM Ambassador. Amitabh writes, speaks, and hosts webinars about IG / IM, PM, AI and digital transformation. He contributed to updating the CIP and IGP exams. Amitabh is member member of ISO/TC 171/SC 2/WG 11 committee that updates ISO 10244, 12029, 18759, 18829, and 22957. His certification includes PMP, CIP, IGP, and he has advance degrees in computer science and project management.
Amitabh is the CDO & VP, Compliance & Risk Management at HELUX.ai. With 25+ years of experience, Amitabh’s expertise spans PM, IG / IM, digital transformation, risk management, and content services. He speaks at industry conferences and is actively involved in ARMA, AIIM, PMI, and ISACA. He is an ARMA International Education Foundation board member, AIIM Fellow, and AIIM Ambassador. Amitabh writes, speaks, and hosts webinars about IG / IM, PM, AI and digital transformation. He contributed to updating the CIP and IGP exams. Amitabh is member member of ISO/TC 171/SC 2/WG 11 committee that updates ISO 10244, 12029, 18759, 18829, and 22957. His certification includes PMP, CIP, IGP, and he has advance degrees in computer science and project management.
Susan Gleason, CIP
Susan Gleason, CIP
Head of Information Governance, Withers
Susan is the Head of Information Governance at Withers Bergman LLP, with a unique career journey spanning Autism support, Litigation, and Information Governance—fields connected by a shared goal of creating order from chaos. Previously, she managed technology for the Global Legal and Compliance division of a multinational corporation, transitioning systems to Microsoft SharePoint, OneDrive, and Teams with best practices for governance and automated retention policies. Susan holds a Master’s in Technology Management from Brandeis University and certifications including CRM, CIGO, IGP, and CIP. She is an active member of ARMA and AIIM, serving as an ARMA Chapter Advisor and AIIM Ambassador.
Susan is the Head of Information Governance at Withers Bergman LLP, with a unique career journey spanning Autism support, Litigation, and Information Governance—fields connected by a shared goal of creating order from chaos. Previously, she managed technology for the Global Legal and Compliance division of a multinational corporation, transitioning systems to Microsoft SharePoint, OneDrive, and Teams with best practices for governance and automated retention policies. Susan holds a Master’s in Technology Management from Brandeis University and certifications including CRM, CIGO, IGP, and CIP. She is an active member of ARMA and AIIM, serving as an ARMA Chapter Advisor and AIIM Ambassador.
Christopher Hockey, IGP, CIPP/US, AIGP
Christopher Hockey, IGP, CIPP/US, AIGP
Senior Manager, Triad Executive Advisors
Christopher Hockey is a Senior Manager in the Information Risk and Governance practice at Alvarez & Marsal, specializing in information governance, records management, and AI governance. With over 20 years of experience, he has developed data governance frameworks, lifecycle strategies, and led departmental growth across industries. Previously, he was Director of Information Governance at an AMLaw 200 firm, where he built the governance and records management functions. Christopher holds degrees from SUNY Oswego, Syracuse University, and St. John Fisher University and is certified in Information Governance and US Privacy.
Christopher Hockey is a Senior Manager in the Information Risk and Governance practice at Alvarez & Marsal, specializing in information governance, records management, and AI governance. With over 20 years of experience, he has developed data governance frameworks, lifecycle strategies, and led departmental growth across industries. Previously, he was Director of Information Governance at an AMLaw 200 firm, where he built the governance and records management functions. Christopher holds degrees from SUNY Oswego, Syracuse University, and St. John Fisher University and is certified in Information Governance and US Privacy.
Priya Sarathy, PhD
Priya Sarathy, PhD
CEO, Wheel Data Strategies
Priya Sarathy, PhD, is a data strategy and AI leadership expert with over 30 years of experience across finance, healthcare, and retail. As Founder of Wheel Data Strategies, she advises organizations on building scalable, ethical AI and data-driven solutions. Her recent book, “AI Leadership Compass: 7 Moves for Your AI Success”, debuted at #6 on Amazon’s Knowledge Capital bestseller list. A seasoned keynote speaker and workshop facilitator, Priya delivers executive sessions on AI readiness, trustworthy systems, and strategic data alignment. Formerly VP of Data Strategy at Equifax, she led cloud modernization and feature engineering initiatives that accelerated analytics delivery by 50%. Priya is passionate about empowering leaders to navigate emerging technologies with clarity, confidence, and purpose.
Priya Sarathy, PhD, is a data strategy and AI leadership expert with over 30 years of experience across finance, healthcare, and retail. As Founder of Wheel Data Strategies, she advises organizations on building scalable, ethical AI and data-driven solutions. Her recent book, “AI Leadership Compass: 7 Moves for Your AI Success”, debuted at #6 on Amazon’s Knowledge Capital bestseller list. A seasoned keynote speaker and workshop facilitator, Priya delivers executive sessions on AI readiness, trustworthy systems, and strategic data alignment. Formerly VP of Data Strategy at Equifax, she led cloud modernization and feature engineering initiatives that accelerated analytics delivery by 50%. Priya is passionate about empowering leaders to navigate emerging technologies with clarity, confidence, and purpose.
Carlos Gorricho
Carlos Gorricho
Managing Director, CGAI Management Consulting
Carlos Gorricho is a seasoned CFO and digital transformation leader specializing in AI-powered information management systems. With AI/ML certification from UT Austin McCombs and 25+ years of C-suite experience, he helps organizations leverage generative AI for knowledge management and operational excellence. Carlos has structured $1.75B in transactions, led financial operations for multinational corporations, and designed AI solutions for manufacturing technical documentation access. As founder of CGAI MANAGEMENT CONSULTING LLC, he advises companies on integrating advanced analytics with information governance frameworks, delivering measurable ROI through intelligent automation and data-driven decision-making.
Carlos Gorricho is a seasoned CFO and digital transformation leader specializing in AI-powered information management systems. With AI/ML certification from UT Austin McCombs and 25+ years of C-suite experience, he helps organizations leverage generative AI for knowledge management and operational excellence. Carlos has structured $1.75B in transactions, led financial operations for multinational corporations, and designed AI solutions for manufacturing technical documentation access. As founder of CGAI MANAGEMENT CONSULTING LLC, he advises companies on integrating advanced analytics with information governance frameworks, delivering measurable ROI through intelligent automation and data-driven decision-making.
Pieter Lokker, CIP
Pieter Lokker, CIP
Information & Digital Manager, Enterprise Information Management, Shell
Pieter Lokker leads Shell’s Enterprise Information Management function, guiding the organization toward higher IM maturity and delivering measurable business value through trusted, well-governed data. His team’s mission “Powering Information” reflects their commitment to transforming information into a strategic asset that drives innovation, efficiency, and sustainability.
Pieter Lokker leads Shell’s Enterprise Information Management function, guiding the organization toward higher IM maturity and delivering measurable business value through trusted, well-governed data. His team’s mission “Powering Information” reflects their commitment to transforming information into a strategic asset that drives innovation, efficiency, and sustainability.
Alan Pelz-Sharpe
Alan Pelz-Sharpe
Founder and Principal Analyst, Deep Analysis
Alan has over 25 years of experience in the IT industry, working with various end-user organizations like FedEx, The Mayo Clinic & Allstate, and vendors from Oracle and Salesforce to startups worldwide. Alan was formerly a Partner at The Real Story Group, Consulting Director at Indian Services firm Wipro, Research Director at 451, and VP for North America at industry analyst firm Ovum. He is regularly quoted in the press, including the Wall Street Journal and TechTarget. Alan currently serves on the board of the industry association AIIM International and became an Honorary Fellow of IIM Africa in 2023.
Alan has over 25 years of experience in the IT industry, working with various end-user organizations like FedEx, The Mayo Clinic & Allstate, and vendors from Oracle and Salesforce to startups worldwide. Alan was formerly a Partner at The Real Story Group, Consulting Director at Indian Services firm Wipro, Research Director at 451, and VP for North America at industry analyst firm Ovum. He is regularly quoted in the press, including the Wall Street Journal and TechTarget. Alan currently serves on the board of the industry association AIIM International and became an Honorary Fellow of IIM Africa in 2023.
Robert Bogue, CIP
Robert Bogue, CIP
President, Thor Projects LLC
Robert Bogue has led change projects for three decades. As a recovering technologist, he’s changed the way people work as he changed the technology. He’s the author of 28 books and has been a Microsoft MVP for 21 years. His work has transformed corporations, government, and quasi-government organizations. It’s not about the technology, but he leverages his strength in technology and human systems to create change that is sustainable and transformative for organizations of all sizes and shapes.
Robert Bogue has led change projects for three decades. As a recovering technologist, he’s changed the way people work as he changed the technology. He’s the author of 28 books and has been a Microsoft MVP for 21 years. His work has transformed corporations, government, and quasi-government organizations. It’s not about the technology, but he leverages his strength in technology and human systems to create change that is sustainable and transformative for organizations of all sizes and shapes.
Andreas Bohman
Andreas Bohman
Vice President and CIO, University of Washington
Andreas Bohman is the Vice President for UW Information Technology and Chief Information Officer at the University of Washington. He leads the University’s strategic technology direction, cultivates collaboration across campus IT organizations, and oversees the people and services of UW-IT. With more than 25 years of leadership experience spanning technology, operations, and military special operations, Andreas brings a distinctive blend of global perspective and practical expertise to his work. Originally from Sweden, he holds a bachelor’s degree in computer science, a master’s in information assurance and cybersecurity from Norwich University, and an executive MBA from Washington State University.
Andreas Bohman is the Vice President for UW Information Technology and Chief Information Officer at the University of Washington. He leads the University’s strategic technology direction, cultivates collaboration across campus IT organizations, and oversees the people and services of UW-IT. With more than 25 years of leadership experience spanning technology, operations, and military special operations, Andreas brings a distinctive blend of global perspective and practical expertise to his work. Originally from Sweden, he holds a bachelor’s degree in computer science, a master’s in information assurance and cybersecurity from Norwich University, and an executive MBA from Washington State University.
Rajesh Kumar Gnanasekaran
Rajesh Kumar Gnanasekaran
IT Assistant Director- AI Solutions, University of Maryland
Rajesh Kumar Gnanasekaran is the Assistant Director of AI Solutions at the Division of Information Technology (DIT) at the University of Maryland and a Research Fellow at the Advanced Information Collaboratory (AIC). He holds a Ph.D. from the U. Maryland iSchool. His focus is to explore, analyze, and apply computational treatments on cultural datasets using advanced data science-based approaches such as LLMs, ML, AI, natural language processing, and graph databases.
Rajesh Kumar Gnanasekaran is the Assistant Director of AI Solutions at the Division of Information Technology (DIT) at the University of Maryland and a Research Fellow at the Advanced Information Collaboratory (AIC). He holds a Ph.D. from the U. Maryland iSchool. His focus is to explore, analyze, and apply computational treatments on cultural datasets using advanced data science-based approaches such as LLMs, ML, AI, natural language processing, and graph databases.
A. Caleb Gattegno, IGP, CIP, CDIA
A. Caleb Gattegno, IGP, CIP, CDIA
Content Capture Technical Lead
Caleb has been a specialist in document capture, and content and information management for 32 of his 45 years in information technology. He has filled diverse roles in information management and knows how to bring technology concepts to a non-technical audience.
Caleb has been a specialist in document capture, and content and information management for 32 of his 45 years in information technology. He has filled diverse roles in information management and knows how to bring technology concepts to a non-technical audience.
Ravi Vaish
Ravi Vaish
Director, Information Systems, AECOM
Ravi Vaish is an experienced leader in information management and digital transformation, with over 16 years of expertise in BIM, GIS, asset management, and project management information systems. He has led large-scale infrastructure projects, modernizing workflows in construction, design, and operations. His work spans integrations with various platforms, and tools to create comprehensive digital twins. Holding a Master’s in Civil Engineering, he is an Autodesk and IBM-certified professional. Recognized for engineering excellence, he continues to drive advancements in digital project delivery and asset lifecycle management.
Ravi Vaish is an experienced leader in information management and digital transformation, with over 16 years of expertise in BIM, GIS, asset management, and project management information systems. He has led large-scale infrastructure projects, modernizing workflows in construction, design, and operations. His work spans integrations with various platforms, and tools to create comprehensive digital twins. Holding a Master’s in Civil Engineering, he is an Autodesk and IBM-certified professional. Recognized for engineering excellence, he continues to drive advancements in digital project delivery and asset lifecycle management.
Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, ICE-CCP, AIIM Fellow
Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, ICE-CCP, AIIM Fellow
Senior Consultant, Records and Information Governance, Epiq Global
Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, ICE-CCP, and AIIM Fellow, is a Senior Consultant of Records and Information Governance at Epiq Global with nearly 30 years of experience across roles as an end user, vendor, consultant, and trainer. His expertise includes information governance, records management, enterprise content management, and training and certification development.
A highly regarded speaker and author, Jesse has delivered more than 900 presentations and over 200 workshops worldwide. He holds numerous industry certifications and has been honored with the ARMA Britt Literary Award, the AIIM Education Award, induction as AIIM Fellow #223, and recognition in InfoAdvocate’s Information Governance Hall of Honor.
Doron Goldstein AIGP, CIPM, CIPP/E, CIPP/US, FIP, PLS
Doron Goldstein AIGP, CIPM, CIPP/E, CIPP/US, FIP, PLS
Corporate Partner and U.S. Head of the Data Innovation, Privacy and Cybersecurity Practice, Withers LLP
Doron is a corporate partner and U.S. head of the Data Innovation, Privacy and Cybersecurity Practice at Withers LLP. He advises startups and global organizations on privacy, data security, and technology matters, drawing on his background as a former software developer and network administrator. Named a “Cybersecurity Trailblazer” by the National Law Journal, Doron was among the first U.S. lawyers certified as a Privacy Law Specialist by the IAPP.
He works closely with legal and technology teams on data protection compliance, cloud and SaaS issues, and incident and breach response, and also advises on advertising and marketing compliance. Doron is an adjunct professor at New York Law School, where he teaches Fashion Law and Technology, and a correspondent for Impact Entrepreneur Magazine.
Doron is a corporate partner and U.S. head of the Data Innovation, Privacy and Cybersecurity Practice at Withers LLP. He advises startups and global organizations on privacy, data security, and technology matters, drawing on his background as a former software developer and network administrator. Named a “Cybersecurity Trailblazer” by the National Law Journal, Doron was among the first U.S. lawyers certified as a Privacy Law Specialist by the IAPP.
He works closely with legal and technology teams on data protection compliance, cloud and SaaS issues, and incident and breach response, and also advises on advertising and marketing compliance. Doron is an adjunct professor at New York Law School, where he teaches Fashion Law and Technology, and a correspondent for Impact Entrepreneur Magazine.
Rafia Tapia
Rafia Tapia
Senior Solution Architect, Amazon
Trusted technical advisor with nearly three decades of experience translating complex technologies into business value. At AWS, I guide organizations in leveraging both cloud infrastructure and advanced AI capabilities to drive innovation and efficiency. My expertise spans generative AI, machine learning, intelligent agent systems, databases, and data analytics, with a focus on helping businesses develop powerful AI solutions that harness their existing business data.
Trusted technical advisor with nearly three decades of experience translating complex technologies into business value. At AWS, I guide organizations in leveraging both cloud infrastructure and advanced AI capabilities to drive innovation and efficiency. My expertise spans generative AI, machine learning, intelligent agent systems, databases, and data analytics, with a focus on helping businesses develop powerful AI solutions that harness their existing business data.
Roqaya Amin
Roqaya Amin
Trainer / Documentation Manager, Siemens Energy
Roqaya Amin is a Certified Document Management Trainer and Consultant with over 17 years of experience in document control for mega projects and 10 years in professional training and research. She holds a bachelor’s degree in commerce and accounting from Ain Shams University, and diplomas in Project Management (PMP) and Document Control for Construction and Petroleum Projects. Roqaya is certified in ISO 9001:2015, NLP, TQM, and Training of Trainers (TOT). She has delivered training at Siemens Energy, BIM Arabia Academy,Al Daryen Acadmy, and other leading institutions, and has consulted for major organizations. Roqaya is recognized for her innovative approach, cross-cultural communication skills, and commitment to excellence in documentation and training.
Roqaya Amin is a Certified Document Management Trainer and Consultant with over 17 years of experience in document control for mega projects and 10 years in professional training and research. She holds a bachelor’s degree in commerce and accounting from Ain Shams University, and diplomas in Project Management (PMP) and Document Control for Construction and Petroleum Projects. Roqaya is certified in ISO 9001:2015, NLP, TQM, and Training of Trainers (TOT). She has delivered training at Siemens Energy, BIM Arabia Academy,Al Daryen Acadmy, and other leading institutions, and has consulted for major organizations. Roqaya is recognized for her innovative approach, cross-cultural communication skills, and commitment to excellence in documentation and training.
Joey Smith
Joey Smith
BIM Manager, Access Sciences
Joey is a BIM technologist and developer focused on improving information management through automation and AI. His work includes building custom tools and workflows for standards compliance, data quality control, and model validation. With a growing focus on AI agents, Joey explores practical ways to apply AI to real world problems - helping teams reduce manual effort, improve consistency, and gain confidence in their project data. His goal is to turn complex disconnected information into clear, trustworthy insights that support better, faster decision making throughout the project life cycle.
Joey is a BIM technologist and developer focused on improving information management through automation and AI. His work includes building custom tools and workflows for standards compliance, data quality control, and model validation. With a growing focus on AI agents, Joey explores practical ways to apply AI to real world problems - helping teams reduce manual effort, improve consistency, and gain confidence in their project data. His goal is to turn complex disconnected information into clear, trustworthy insights that support better, faster decision making throughout the project life cycle.
Tom Grucza
Tom Grucza
Sr. Product Marketing Manager, OpenText
Tom is an experienced product marketer with nearly 15 years in content management, evangelizing document management, process automation, records management and more. Passionate about technology, he consistently seeks innovative methods to showcase how software can both improve lives and deliver significant value.
Pablo Quero
Pablo Quero
Senior Director, FTI Consulting
Scott Francis
Scott Francis
Technology Evangelist, Ricoh Document Scanners
Scott Francis is a Technology Evangelist at PFU America, Inc., a Ricoh company, bringing over 30 years of document imaging and enterprise content management expertise to his role. He is responsible for evangelizing Ricoh’s industry leading scanner technology and frequently provides thought leadership on document scanning, intelligent capture, and digital transformation. His career spans deep experience in advanced capture, workflow, and content management solutions, making him a trusted voice in helping organizations modernize how they manage and use information.
John Daly
John Daly
Manager, Global Records and Information Governance, Bunge
John is a Certified Information Professional (CIP) with over 20 years of experience leading enterprise-wide Information Governance and Records Management programs. He has served at the National Archives and Records Administration (NARA), Boeing, and currently is the Global Records Management & Information Technology Governance Manager at Bunge. He also coaches cross country and track at Jefferson College in St. Louis, MO.
Leigh Zidwick
Leigh Zidwick
Senior Director Information Governance, DLA Piper
Leigh Zidwick is the Senior Director of Information Governance at DLA Piper (US), where she leads a mature, multi‑office IG program spanning records, privacy readiness, risk mitigation, and AI governance. She is also the founder of the Legal IG Roundtable, an international community of IG and legal innovation professionals.
Hermant Prasad
Hermant Prasad
Founder & CEO, Crest Infosolutions LLC
Hemant Prasad is Founder and CEO of Crest Infosolutions, leading enterprise records and content management programs across Asia, the Middle East, and global markets. He specializes in modernizing records governance with AI-driven classification, automation, and defensible retention—helping regulated organizations improve compliance, audit readiness, and operational efficiency at scale.
Rod Hughes
Rod Hughes
Product Marketing Manager, Kodak Alaris
Rod Hughes is a technology industry executive with 25+ years of experience leading the development and growth of $150M partner ecosystems, OEM alliances, reseller channels, and global sales teams. He is an innovative leader with a deep reservoir of technology, strategy, product, and operational expertise. Rod excels at talent recruitment and retention, partner program and channel enablement, and strategic development and execution of new routes to market. His established career record clearly demonstrates and ability to deliver on revenue and profit goals in any number and variety of challenging markets.
Joe Pearce
Joe Pearce
Head of Product, RecordPoint
Joe Pearce is a strategic leader with over 18 years of experience in B2B SaaS, specializing in aligning cutting-edge technology with business strategy to drive measurable impact. He has a proven track record of leading digital transformation initiatives and delivering innovative product solutions, with particular expertise in strengthening cybersecurity and governance landscapes. Joe is passionate about advancing technology in ways that are practical, scalable, and user-centric, ensuring organizations not only adopt modern solutions, but realize lasting value from them.
Alex Solliday
Alex Solliday
Senior Sales Director, DocuWare
Alex Solliday is the Senior Sales Director at DocuWare, where he supports Authorized Partners throughout the western United States. With nearly 20 years of hands-on experience in Enterprise Content Management (ECM) technology, Alex has built a reputation for delivering results across a range of roles, including sales executive, solutions sales specialist, and solutions analyst. Alex’s comprehensive understanding of ECM solutions, combined with his technical background, equips him to help partners drive business growth, streamline operations, and deliver exceptional value to their customers. He is dedicated to empowering teams with the latest tools and insights in document management and workflow automation. Alex holds a degree in computer science from Western Governors University and has earned multiple software certifications during his career. He resides in Sacramento, California, with his wife and their two sons.
Kyle Gillette
Kyle Gillette
Senior Solutions Architect, M-Files
Kyle Gillette is a Senior Solutions Engineer and North America Solutions Team Lead at M-Files, with more than 13 years of experience in the document management and digital transformation space. For the past seven years at M-Files, he has partnered with organizations across professional services and manufacturing to modernize their information management strategies and streamline critical business processes. Kyle is passionate about helping customers eliminate operational friction, unlock greater efficiency through automation, and build a strong foundation for AI-ready information management.
Dhruv Chaturvedi
Dhruv Chaturvedi
Supply Chain Management Student, TCNJ
Dhruv Chaturvedi is a Supply Chain Management student at The College of New Jersey and an emerging analyst exploring the intersection of traceability, data governance, and AI operational risk.