AI+IM
Regional Forum, DC
October 29, 2025 | 9:30 AM - 3:30 PM
AGU Conference Center, Washington DC
AI+IM Regional Forums:
Local Solutions for Industry Challenges
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A Problem-Solving Intensive for Information Leaders and Information Management Practitioners
AI+IM Regional Forums deliver focused, interactive events that bring together information management practitioners facing similar challenges in your region for a day of practical problem solving.
You'll build valuable local connections with professionals facing similar challenges, collaborate on practical solutions in interactive sessions, and become part of an ongoing regional community of practice.

You will earn 4.5 AIIM CIP Continuing Education Units by attending this event!
Please note that this event is designed for information management practitioners at end user companies—organizations that do not provide information management software or services. Thank you for your understanding.
Why Attend?
✅ Connect with peers managing the same industry-specific challenges you face daily.
✅ Work directly with solution providers who understand your sector's unique needs.
✅ Participate in structured problem-solving sessions facilitated by industry experts
✅ Walk away with practical solutions you can implement immediately.
Agenda
9:30-10:00 AM - Registration & Challenge Posting
Kick off your problem-solving intensive by posting your top information management challenges. Connect with peers facing similar obstacles, explore innovation stations hosted by our solution partners, and enjoy refreshments while building the collaborative network that will drive today's solutions.
10:00-10:10 AM - Welcome & Problem-Solving Framework
Speaker: Tori Miller Liu, CIP, President & CEO, Association for Intelligent Information Management
We'll establish today's collaborative problem-solving approach by reviewing the challenges you've posted and conducting an interactive poll that prioritizes the most critical issues facing our community. This brief session sets expectations for a day focused on practical solutions and peer-driven innovation.
10:10-11:00 AM - AI and Information Management in the Capital: Framing Today's Challenge Landscape
Moderator: Tori Miller Liu, CIP, President & CEO, Association for Intelligent Information Management
Speakers:
• Susan M Gleason, CIP, CRM/CIGO, IGP, Head of Information Governance, Withers Bergman LLP
• Thad Lurie, CAE, AAiP, CIP, Senior Vice President of Digital & Technology, American Geophysical Union
• Mark Patrick, CIP, Director DoD CIO Statutory Implementation & Chief Records Officer, US Department of Defense
Three years after ChatGPT's public launch transformed the AI landscape, 77% of enterprises are now experimenting with AI implementation. Distinguished information leaders from government, nonprofit, and legal sectors will share hard-won lessons and map the critical challenges emerging at the intersection of AI and information management. This foundational panel explores where AI implementation meets regulatory complexity, security requirements, and public accountability demands—clarifying both current obstacles and future considerations while setting the stage for today's collaborative problem-solving sessions.
11:00-11:50 AM - Peer Challenge Exchange Roundtables
Join roundtables where practitioners share their most pressing AI and information management challenges. Each table follows a structured approach: challenge presentation, cross-pollination discussion, and priority problem selection. These working sessions leverage your collective expertise to identify common patterns and select focus challenges for afternoon solution development. Table leaders will facilitate the conversation and capture key takeaways.
11:50 AM-12:30 PM - Lunch Break & Strategic Networking with Solution Partners
Connect with our solution partners and fellow information management practitioners while enjoying lunch. Use this time to explore specific technologies and approaches that address the challenges identified in your morning roundtables.
12:30-2:15 PM - Targeted Solution Showcases
Our industry-leading solution partners deliver focused 20-minute showcases directly addressing the priority challenges identified in your morning sessions. Each presentation features real-world case studies, measurable results, and practical demonstrations designed to help you envision solutions for your specific problems.
2:15-2:35 PM - Final Networking Break with Solution Partners
Take this opportunity to dive deeper with solution partners whose presentations most closely addressed your challenges. Ask specific questions about implementation, costs, and next steps.
2:35-3:05 PM - AI Implementation Frameworks: Lessons from Early Adopters
Now that you've heard multiple solution approaches, learn practical frameworks for evaluating and implementing AI solutions. This educational session provides concrete tools, templates, and lessons learned that help you assess the solutions you've just seen and apply proven methodologies to your specific challenges. Speakers will share evaluation criteria, implementation roadmaps, and critical success factors based on real-world experience.
3:05-3:25 PM - COLLABORATIVE ACTION PLANNING
Moderator: Tori Miller Liu, CIP, President & CEO, Association for Intelligent Information Management
Transform today's insights into concrete next steps. Working collaboratively, we will develop specific action plans, identify implementation priorities, and establish accountability partnerships for ongoing problem-solving support.
3:25-3:30 PM - Commitment & Continued Collaboration
Speaker: Tori Miller Liu, CIP, President & CEO, Association for Intelligent Information Management
Close the day by making public commitments to specific actions you'll take in the next 30 days. We'll share resources for continued community engagement and establish mechanisms for ongoing peer consultation as you implement solutions to your most pressing challenges.
Meet Our Speakers
Tori Miller Liu

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 AI Coalition. 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).
Susan M Gleason, CIP, CRM/CIGO, IGP

Thad Lurie, CAE, AAiP, CIP

Thad Lurie is a Certified Association Executive with over 20 years of leadership experience, specializing in revenue growth, talent development, and technology integration. A respected voice in the fields of business and cultural innovation, organizational strategy, and effective leadership, Thad is widely recognized for his ability to inspire and implement meaningful change.
With deep expertise across all facets of business operations, Thad focuses on building robust processes, managing high-performing teams, advancing data maturity, and shaping policy through strategic Board engagement. Known for his transparent and collaborative leadership style, he consistently earns trust through clear communication and a commitment to reliability.
Thad is a sought-after speaker and community leader, passionate about driving progress through purposeful innovation and strategic alignment.
Mark Patrick, CIP

Mark Patrick, CIP, is a distinguished public sector executive with extensive experience in national security, digital transformation, and intelligent information management. With a leadership career spanning international security affairs and information governance, he has consistently demonstrated a deep ability to leverage corporate information, data, and institutional expertise as strategic assets. Mark brings a versatile skill set that bridges the technical and strategic—ranging from professional mentoring and small-team leadership to high-impact public speaking and influencing top-tier decision-makers in large, complex organizations. Currently serving as a key leader within the U.S. Department of Defense, he has been instrumental in pioneering knowledge and business process management initiatives for the Joint Staff and overseeing records management programs across the DoD. Mark’s mission-driven approach focuses on enhancing decision advantage by integrating systems of record with systems of engagement—viewing compliance as a natural outcome of effective, purpose-aligned information management. Known for his customer service orientation and cross-functional collaboration, he is committed to improving organizational effectiveness through balanced investments in people, process, technology, and information. Mark excels at communicating holistic data and information strategies to stakeholders across all levels, fostering strategic alignment between senior leadership, IT, legal, HR, and operations.
Register to Attend
This virtual event is tailored exclusively for information management practitioners within end-user organizations — that is, organizations that do not provide information management software or services. We appreciate your understanding and support in maintaining this focus.
💳 Registration Fees: $99 (USD)
Want more from AIIM? Discover the benefits of AIIM+ membership — including exclusive training, premium content, and discounted pricing on future events. Learn more at www.aiim.org/join.
📌 Please review the terms and conditions included in the registration form below.

About the Venue
AGU Conference Center, 2000 Florida Avenue, NW, Washington, DC 20009
The American Geophysical Union is an association of 60,000 member scientists from around the world, dedicated to a defined mission: advancing discovery in Earth and space sciences to benefit humanity and the environment. The AGU Conference Center supports the same goals, offering a beautiful, modern setting in which to encourage education and engagement for scientists, as well as business leaders, corporate industry, government services and the wider community.