March 31 - April 2, 2025 Atlanta, Georgia

The Speakers

Meet the Visionaries Shaping the Future of Information Management

The AI+IM Global Summit 2025 brings together an extraordinary lineup of speakers who are redefining how organizations manage and harness information in the age of AI. From trailblazing industry leaders to forward-thinking practitioners, these experts will share their strategies, insights, and real-world solutions to help you tackle today’s challenges and prepare for tomorrow’s opportunities.

Tuesday Panel

Marcy Cunningham

Head of Global Information Governance, IHG Hotels & Resorts

Marcy is an experienced technologist and business leader whose passion is helping organizations leverage data for impact. Marcy’s background is in technology with a focus on data strategy, governance, and information management. She has held both individual contributor and leadership roles in data and analytics across various industries including several years of consulting.

Marcy is currently the Head of Global Information Governance with IHG Hotels & Resorts, where she helps enable the business in the optimal use of data, while minimizing global privacy, security, and reputational risks associated with data.

Tuesday Panel

Peter Vennel

Global Data Office Leadership, Equifax

Peter Vennel is a distinguished leader dedicated to fostering a data-driven culture and guiding organizations in monetizing data as a strategic asset. With over 25 years of extensive experience in data management, governance, and analytics, he collaborates effectively with C-suite executives and external partners. His expertise includes forming high-performance teams, managing vendors, and promoting enterprise standards across industries such as Consumer Electronics, Telecom, Oil & Gas, Insurance, Automotive F&I, and Risk Management.

Peter holds numerous certifications, including CDMP, CBIP, PMP, SSBBC, TOGAF, and CIPM. He was recognized as the 2022 Collibra Ranger of the Year. He serves as the VP of Operations for DAMA International and Treasurer for DAMA Georgia. Additionally, he is a board member of the TAG Data Governance Society. Peter is currently part of the Global Data Office leadership team at Equifax.

Tuesday Panel

Beverly Wright

Vice President of Data Science & AI at Wavicle Data Solutions

Beverly Wright, PhD, CAP serves as Vice President of Data Science & AI at Wavicle Data Solutions, and Director for Data Science & AI at University of Georgia’s Executive Education.

With a career spanning over 30 years across utilities, financial services, telecommunications, healthcare, consulting, and academia, Beverly has led numerous teams and established herself as a data science & AI thought leader, executive professor, national speaker, podcast host, and a trailblazing advocate for data science for good.

She also serves as Board Chair for TAG Data Science & AI, Board Member for Georgia Institute of Technology’s Master of Science in Analytics program, Past President of the Analytics Society at INFORMS, and podcast host for TAG Data Talk.

Tuesday Panel

Dr. Junda Zhu

Senior Data Science Manager, AI/ML center of excellence at Honeywell Connected Enterprise

Dr. Junda Zhu brings over a decade of experience in applied data science and analytics, specializing in heavy industrial domains such as aerospace, renewable energy, mining, sustainability, manufacturing, and oil and gas. His expertise lies in leveraging artificial intelligence technologies to drive digital transformation, combining deep domain knowledge with machine learning techniques to maximize value, efficiency, and effectiveness.

Beginning his career in Prognostics and Health Management and sensing technologies, Dr. Zhu has held several notable roles. These include chairing the condition monitoring committee for the American Wind Energy Association, serving as Lead Data Scientist for Barrick Gold—the largest gold mining company in the world—and leading data science and analytics initiatives as Director at Koch Industries. Currently, he is the Senior Data Science Manager at Honeywell Connected Enterprise’s AI/ML Center of Excellence.

Dr. Zhu’s contributions include over 30 publications, two industry-recommended practice guidelines, and five patents, which have been cited more than a thousand times globally. He earned a Master of Science in Mechanical Engineering and a Ph.D. in Industrial Engineering and Operations Research from the University of Illinois at Chicago (UIC).

Silver Sponsors

Feith Systems and Software

Ripcord

Wednesday Capstone

Pieter Lokker, CIP

Product Manager IM Practices & Behaviours/Product Manager Legal Discovery, Shell

Pieter Lokker CIP is an experienced Information Management professional with over 20+ years’ experience. He has a track record of achievements in IIM, business consultancy, and Microsoft 365.  Currently, Pieter holds the position of Product Manager IM Practices and Behaviours at Shell. His role is to ensure that staff at all levels in Shell organisation can work efficiently and effectively with information and the Information Management (IM) toolset, enabling them to deliver Shell's business strategy.

Wednesday Capstone

Candace McCabe, CIP, CIPM

Sr. Solution Architect, Walmart

With over 20 years of experience in systems analysis, design, and enterprise architecture, Candace McCabe is a recognized leader in information privacy, governance, and innovative problem-solving. As the founder of Mindful Wellness Mentoring, she empowers professional women to build lives of passion and purpose through holistic growth and mindset coaching while partnering with corporations to establish employee resource groups and training programs. Candace’s mission is to inspire and support women to achieve their full potential and lead fulfilling lives.

Wednesday Capstone

Richard Medina

Principal Consultant, Doculabs

Richard is a Principal Consultant at 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.

Wednesday Capstone

Alan Pelz-Sharpe

Founder & 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 IBM 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 The Guardian, and has appeared on the BBC, CNBC, and ABC as an expert guest. Alan currently serves on the board of the industry association AIIM International and became an Honorary Fellow of IIM Africa in 2023.

Monday interactive session

Jeff Ables

CEO, C5 Insight, Microsoft MVP

Bestselling author, Microsoft MVP, and international keynote speaker Geoff Ables is a digital customer, and employee engagement thought leader. Geoff's most recent book, "The LUCK Principle," delivers fresh insight and inspiration into creating people-centric digital workplaces. Geoff is an avid motorcycle, wine and bourbon enthusiast and has appeared as a guest on "The Impractical Jokers."

Monday interactive session

Ron Arden

Executive Vice President, CTO & COO at Fasoo

Ron Arden is the Executive Vice President, CTO and COO of Fasoo. With extensive expertise in data protection, compliance, and enterprise software, Ron oversees Fasoo's strategic initiatives and global market expansion. He plays a key role in driving innovation, helping organizations safeguard sensitive information, and addressing complex data governance challenges.

tuesday interactive session

Kenneth Atuma

Lecturer (Assistant Professor) in Library and Archives Studies, The University of Manchester

Kenneth is a Lecturer in Library and Archives Studies at the University of Manchester and a Ph.D. candidate in Information Studies at the University of Glasgow. With extensive experience in Archives, Records Management, and Information Governance, he has taught in higher institutions in Nigeria and served as a peer review expert for ACQUIN. Kenneth is also on the advisory board for the UK’s Quality Assurance Agency (QAA) Subject Benchmark Statement Reviews. His research focuses on improving governance, accountability, and service delivery through effective information management, with interests in digital preservation, computational archiving, and AI in libraries.

tuesday interactive session

Natalie Austin

Records Manager, Atlanta Housing

Natalie Austin is a Certified Records Manager, Certified Scrum Master, and SharePoint 2016 Administrator at the Atlanta Housing Authority. With extensive experience in information management, she specializes in designing and implementing systems to analyze, store, and secure data across diverse enterprises. Known for her excellent analytical, problem-solving, and management skills, Natalie is committed to creating efficient, secure solutions that enhance organizational data practices and support strategic goals.**

Monday interactive session

Adrienne Bellehumeur

Director and Owner, Risk Oversight/Bellehumeur Co.

Adrienne Bellehumeur is the founder of Bellehumeur Co. and co-partner of Risk Oversight, Calgary’s leading firm in Internal Controls, Internal Audit, and compliance. With 15 years of experience as an auditor, accountant, and business consultant, I developed “Dynamic Documentation,” a proven approach to streamline processes, drive clarity, and enhance decision-making. Born from hundreds of client projects across diverse industries, this method empowers organizations to solve challenges and improve efficiency. My goal is to help businesses implement smarter documentation practices that advance their operations, careers, and personal goals.**

Monday interactive session

Robert Bogue

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.

Tuesday interactive session

Anna Davis

VP and Product Owner, Prudential

Anna Davis is a seasoned professional at Prudential Financial, serving as the Product Owner for Process and Document Management. Based in Scranton, Pennsylvania, she has been instrumental in leading initiatives that enhance operational efficiency and streamline document workflows within the organization. Anna's expertise in process optimization and document management has significantly contributed to Prudential's commitment to innovation and excellence in financial services.

Tuesday interactive session

Marcia Douglas

Partner, Deloitte

Marcia Douglas, a Partner in Technology & Transformation at Deloitte, brings over 35 years of expertise in Information Management, specializing in Enterprise Data, Information Governance, and Knowledge Management. She advises public and private sector organizations on leveraging information to improve operations, decision-making, and customer experiences while ensuring compliance with privacy and retention regulations. Marcia also leads Deloitte Canada's Digital Customer portfolio, driving growth in GenAI and AI initiatives.

Tuesday interactive session

Meredith Duggar, MBA

Senior Systems Business Analyst at Harvest Midstream

Meredith serves as the Information Management Systems Business Analyst for IT Operations and Governance at Harvest Midstream Company. With over 20 years of expertise, she specializes in developing and executing strategies for Content and Records Management. Meredith's technical background spans both cloud-based and on-premises systems, working with leading content management platforms and vendors. Her industry experience includes the oil & gas, energy, automotive, airline, and technical sectors. She holds an MBA in Technology and Marketing, a BS in Computer Science, and certifications as an Enterprise Content Management Specialist and Implementation Specialist.

Tuesday interactive session

Scott Francis

Technology Evangelist, Ricoh Document Scanners

Scott Francis, Technology Evangelist at PFU America, a Ricoh Group company, brings over 30 years of document imaging expertise to his position. He frequently provides thought leadership on document scanning use cases, best practices, and the overall benefits of content management and digital transformation solutions.

Tuesday interactive session

A. Caleb Gattegno, IGP, CIP, CDIA

Development Engineer, New York Life Insurance Co.

Caleb has spent his entire adult lifetime in the process automation space, first as a programmer, then as a solution architect, and for 30+ years as a specialist in content management, document capture, and process improvement. Some of this session will be from practical experience implementing something similar to this. Some of the solution in the session will be aspirational. All of the session is about providing kernels of ideas for the audience to take home and grow to fit their own needs.

Monday interactive session

Susan M Gleason, CIP, CRM/CIGO, IGP

Head of Information Governance, Withers Bergman LLP

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.

Monday interactive session

Christopher Hockey, IGP, CIPP/US

Manager, Alvarez and Marsal

Christopher Hockey is a 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.

Monday interactive session

Jeffrey Lewis, CRM, CIP, MLS

Information Governance Manager, SOL Capital Management

Jeffrey Lewis, AIIM Fellow #235, is a Certified Information Professional and Certified Records Manager with a graduate degree in library science. Since 2013, he has served as the Information Governance Manager at SOL Capital Management Company, where he was named a finalist for the Laserfiche Run Smarter Award. A seasoned speaker and published author, Jeff has presented at industry conferences, including AIIM on metadata vs. big data and ARMA InfoCon on information governance for small businesses. He has also contributed to eForensics Magazine.

Tuesday interactive session

Elliot McNally

Archivist, Atlanta Housing

Elliot McNally is currently the Archivist for the Atlanta Housing Authority. She is a certified archivist and received her MLIS from the University of Pittsburgh. She teaches preservation for archives and special collections courses for the UB MLIS program and works with arts organizations to manage their archives programs. Previously, Elliot was an archivist at the Coca-Cola Company, Savannah College of Art and Design, and the University at Buffalo. Elliot spends her free time turning her garden back into native habitat and keeping her hands busy with all things fiber arts, including teaching community natural dye classes.

Tuesday interactive session

Ryan O'Connell

Business Solutions Architect, M-Files

Ryan O'Connell is M-Files Specialist that combines his technical expertise with a passion for solving complex business challenges. With a proven track record of delivering innovative solutions, Ryan excels in bridging the gap between technology and business needs. His commitment to understanding clients' unique requirements and providing tailored solutions has earned him a reputation as a trusted advisor in the industry.

Monday interactive session

Ron Rinner

Sr. Solutions Engineer – ibml

Ron Rinner brings over 30 years of expertise in Advanced Document Processing and Generative AI. As a Senior Software Solutions Engineer and AI Cloud Solutions Architect at ibml, he specializes in AI-based document classification and data capture, leveraging ibml Cloud Capture with Intuitive AI. Known for crafting tailored solution demonstrations and engaging presentations, Ron effectively showcases software capabilities using real-world examples. With a background in solution consulting, project management, and presales engineering, he has played key roles in numerous high-profile projects. Ron holds a Bachelor’s degree in English and Education from Franciscan University of Steubenville and is a Certified Document Imaging Architect (CDIA+).

Monday interactive session

David Robinson

Coordinator Information Management, City of Greater Geelong

With more than 37 years of experience in the records / information management industry, David has worked in all levels of Australian government to guide agencies to make the most out of their information assets. David is responsible for the re-development of the information management program at City of Greater Geelong and has led implementations of information management solutions at government agencies. With a passion for job crafting, storytelling and all things historical David is making it fun again to work in information management.

Monday interactive session

Sally Schulte

Senior Product Marketing Director, Smart Communications

Sally Schulte is Senior Product Marketing Director at Smart Communications, where she leads the strategy for SmartIQ, a technology for data-centric communications. She works closely with analysts, guides product roadmaps, and evaluates market opportunities. Known for simplifying complex topics, Sally helps businesses understand technology’s value to make informed investments. Previously, she held roles at Morgan Stanley and AT&T. Sally lives in Atlanta with her husband and two children.

Monday interactive session

Pete Schweiss

Director of Technology Services, Boys Hope Girls Hope

Pete Schweiss is the Director of Technology Services at Boys Hope Girls Hope, where he leads the organization’s technology strategy across the U.S., Mexico, and Guatemala. With a strong focus on efficiency and forward-thinking solutions, Pete drives seamless operations and strategic growth to support the nonprofit’s mission. His expertise in building partnerships ensures cost-effective, high-quality products and services. Pete plays a crucial role in Boys Hope Girls Hope's goal to triple its impact by 2035, delivering a user experience that enables team members to stay mission-focused while fostering continued growth.

Monday interactive session

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).

Tuesday interactive session

Jeremy Smith

Senior Manager, Business Relationships, Mohawk Industries

Jeremy Smith is the Senior Manager of Business Relationships, FNA Information Systems, at Mohawk Industries. With expertise spanning sales, manufacturing, delivery, and customer support, Jeremy identifies and implements technology solutions that automate and streamline operations across Mohawk’s supply chain. His strategic approach bridges business needs with innovative technology to enhance performance and operational agility.

Tuesday interactive session

Gabrielle Spurlin

Principal Business Consultant (RIIM SME), Brown & Caldwell

Gabrielle Spurlin has over 25 years of experience in the engineering, design, and construction industry, specializing in managing unstructured data and systems. From starting as a Project Accountant to becoming Global Director of RIM at a $6B firm, she has led complex initiatives with a creative, outside-the-box approach. Gabrielle has a diverse background, from teaching project management to engineers to implementing RIIM policies in a Fortune 100 company. Passionate about making a difference, she embraces challenges and enjoys finding solutions while helping others along the way.

Tuesday interactive session

Brent Wesler

VP of Strategic Technology and Digital Automation, VRC

Brent Wesler brings over 25 years of expertise in solution consulting, presales, and professional services leadership, specializing in Machine Learning, AI, robotic process automation, and workflow automation. With extensive experience in the document automation space across both manufacturers and value-added resellers, he has witnessed and contributed to significant technological shifts in the industry. As a thought leader, speaker, podcaster, and industry contributor, Brent focuses on business process re-engineering and the technologies that drive automation.

Tuesday interactive session

Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, ICE-CCP

President, Athro Consulting

Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, ICE-CCP, AIIM Fellow, has nearly 30 years of experience in the information management industry as an end user, vendor, consultant, and trainer. His expertise spans information governance, records management, enterprise content management, and training development. Jesse has worked with clients across energy, utilities, retail, and government sectors, delivering over 900 presentations and 200 workshops worldwide. Recognized for simplifying complex topics, he has earned multiple certifications and awards, including the ARMA Britt Literary Award and AIIM Education Award. In 2020, he became an AIIM Fellow, and in 2022, he was inducted into InfoAdvocate's Information Governance Hall of Honor.

Monday interactive session

Donda Young, CIP

President, 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.

Tuesday interactive workshop

Dr. Colin Coleman

Former CDAO Inspire Brands, Green Street Consulting Group

Dr. Colin Coleman, an accomplished leader in data and analytics, has held key roles across various industries, including serving as an officer of Inspire Brands, overseeing data science, insights, analytics, and enterprise-wide data governance to drive revenue and cost savings. Previously, he was Senior Vice President at Equifax, leading initiatives in data strategy, innovation, and governance, and spent a decade at Turner Broadcasting in analytics product strategy and data governance. With experience spanning startups, Fiserv, and even NASA as a Research Aerodynamicist, Colin holds a Ph.D. in Aeronautics & Astronautics from Stanford and serves on advisory boards for Kennesaw State University and Data Science Connect.

Tuesday interactive workshop

Lewis Eisen, JD, CIP

Policy Drafting Specialist, Perfect Policies

Lewis Eisen JD CIP has been called "the man who makes policies fun." A leading authority on the use of respectful language in policy drafting, he draws on 40 years’ experience as a practicing lawyer, business consultant, IM specialist and federal civil servant. The 4th edition of his Amazon international bestseller "Rules: Powerful Policy Wording to Maximize Engagement" is now available, and his approach to drafting policies using respectful language has been adopted at organizations around the world. Lewis is the winner of the Best iQ Article award for 2024 from RIMPA Global and the Britt Literary Award for 2020 from ARMA International.

Tuesday interactive workshop

Dr. Priya Sarathy CDMP

CEO, Wheel Data Strategies

Priya Sarathy, a thought leader with over 20 years of experience, specializes in delivering innovative AI and data strategies for Fortune 500 companies. As VP at Equifax, she developed a real-time data ecosystem framework and contributed to a patent for risk profiling. Passionate about AI literacy, she runs executive workshops, mentors students, and advises non-profits on AI/ML best practices. Priya also volunteers with INFORMS, Women in Identity, and other organizations, leveraging her expertise to guide businesses in harnessing data effectively through her company, Wheel Data Strategies.