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#INFORMNJ
June 14, 2018 @ Princeton University
TIME: 4:00 – 5:00PM
LOCATION: Glenmont Group Room
ALPHABET SOUP:
PROFESSIONAL
DEVELOPMENT
PATHWAYS IN RIM/
IG/PRIVACY
#INFORMNJ
MICHAEL POTTERS | CEO
http://www.glenmontgroup.com	
michael.potters@glenmontgroup.com	
Thank you to
our Program /
Room Session
Sponsor!
DISCLAIMER
The views expressed are solely those of the
presenters and should not be attributed to
the Association or the presenters’
employers and clients.
This presentation is solely for educational
purposes and does not constitute legal
advice; nor create an attorney-client
relationship between you and the
presenters.
#INFORMNJ
Time: 4:00 – 5:00PM
Glenmont Group Room
Friend Center
JOCELYN GUNTER
CEO – ARMA International
MARY HAMM
National IG Manager
Drinker Biddle & Reath LLP
RONKE EKWENSI
VP – Data Management
Prudential Financial
ANNA LEBEDEVA
VP–RIM COMPLIANCE
SUISSE BANK
ALPHABET SOUP:
PROFESSIONAL
DEVELOPMENT
PATHWAYS IN RIM/
IG/PRIVACY
NICK INGLIS
President
Information Coalition
#INFORMNJSPEAKER
Ronke Ekwensi is Vice President, Data Management for Prudential
Financial’s U.S. Customer Office. With more than 25 years’ experience
in data and information governance, Ronke is skilled in data strategy
and privacy, as well as electronic discovery. She excels at building data
management organizations and managing complex projects and
initiatives.
Before joining Prudential, Ronke served in various senior data and
information governance capacities with several industry-leading firms,
including Aetna, Baxalta and Pfizer. Her professional experience
includes positions in the healthcare, biopharmaceuticals, power,
technology, consumer electronics and management consulting
industries.
A member of the Board of Advisors of the Cardozo Law School Data Law
Initiative at Yeshiva University, Ronke is also Executive Director of
HealthCore, Nig LTD, and organization dedicated to addressing health
issues in Nigeria and sub-Saharan Africa through preventative health
education and patient awareness.
RONKE EKWENSI
VP ~ Data Management
Prudential
Financial
#INFORMNJSPEAKER
As the Chief Executive Officer of ARMA International, Jocelyn Gunter
blends the magic of data and the art of human relations to achieve the
best possible outcomes for the membership, the industry, and the
association itself.
Gunter has over 10 years of experience in external audit, internal
compliance, and strategic financial management. She has transitioned
her experience as a CPA to Association Management leading ARMA in
many operational areas including finance, sales, marketing and
education. She is an IGP with a holistic perspective of managing
information as an asset in every facet of an organization.
Jocelyn was formerly the Interim Chief Staff officer at ARMA
International, and before that served as its Chief Financial Officer and is
credited with refocusing the organization’s resources and efforts on the
areas that best empower its membership and the industry. She brings to
ARMA a new energy and passion that she hopes will ignite engagement
from current and future members alike. She also serves as the President
on the Board of Directors for Just Food, Inc., a local food bank.
JOCELYN GUNTER
Chief Executive Officer
ARMA International
#INFORMNJSPEAKER
Mary is the National Information Governance Manager
for Drinker Biddle and Reath LLP, a national, full-service
law firm with more than 600 lawyers located across 12
offices. Based in the firm’s Florham Park, NJ office,
Mary is responsible for managing Information
Governance projects and implementing best practices
on a firmwide basis.
In addition to her role within the firm, Mary is actively
involved with several professional associations which
have a focus on Technology, Records & Information
Management, and Information Governance including
ARMA, ICRM, AIIM and ILTA. Currently, Mary is serving
on the Board of Directors for the ARMA New Jersey
Chapter as the Executive Vice President.
MARY HAMM
National Information
Governance Manager
Drinker Biddle & Reath LLP
#INFORMNJSPEAKER
Nick Inglis is President of the Information Coalition, a leading
provider of resources and best practices for the information
profession, as well as Co-Founder of The Information Governance
Conference, the leading conference focused on the discipline of
Information Governance. Inglis is the author of the AIIM SharePoint
Governance Toolkit and creator of the Information Governance
Model. Mr. Inglis is a recipient of the Providence Ambassador Award
receiving a citizen citation from Providence Mayor Jorge Elorza, and
was recently named a Rhode Island "50 on Fire" for his work with
both the information profession and his public advocacy.
Prior to his Co-Founding and leading the Information Coalition, Mr.
Inglis served as the Director of Professional Development at AIIM
and was one of the youngest Assistant Vice Presidents in Bank of
America's history. Inglis is the Co-Creator of the ARMA Information
Governance Professional (IGP) educational course. When not
adding to his collection of certificates and certifications (CIP, IGP,
ERMm, SharePointM, ECMm, BPMm, E20m, IMCP), he is likely
spending time with his son, Conor Atom.
NICK INGLIS
President
Information Coalition
#INFORMNJSPEAKER
Anna Lebedeva, IGP, CIPM, PMP, is a VP of RIM Compliance at Credit
Suisse Bank. Her RIM accomplishments include establishing RIM
programs from ground up, developing retention schedules, standing up
legal hold processes, and working on electronic records strategies. Anna
has recently focused on regulatory compliance, information security, and
privacy areas. In her previous roles, Anna had extensive experience in
software development and project management.
Anna earned her MS in Software Engineering from Fairfield University and
BS in Finance from University of Bridgeport. Anna has been active with
ARMA International at the chapter and international levels. She is a
member of a small groups of subject matter experts selected by ARMA
International to participate on IGP Certification Exam Writing Committee.
Anna serves as VP–CIO of the ARMA Metro/NYC Chapter and as VP–
Secretary for the Connecticut Chapter. She also serves on the University
of Bridgeport Industry Advisory Board for the School of Engineering.
Anna holds an Information Governance Professional (IGP), Certified
Information Privacy Manager (CIPM), and Project Management
Professional (PMP) certifications.
ANNA LEBEDEVA
VP - RIM Compliance
Credit Suisse Bank
#INFORMNJ
#INFORMNJ
Agenda
• Certification vs Certificates
• A World of Certifications
• Deep Dive vs. Broad
• Certifications
• 4 Primary Certifications
• Certificates
• Closing Thoughts
CERTIFICATES VS
CERTIFICATIONS
#INFORMNJ
Deep Dive
or
Broad?
#INFORMNJ
CRM,	CRA	
CIP	
CA	
CSDS	
PMP	
CQA	
	CISA	
CGEIT	
CEDS	
CISA	
RIMS	
CIA	
CIPP	
CIPM	
CISA	
CISM
# I N F O R M N J
#INFORMNJ
RELATED
CERTIFICATIONS
Many of the related
certifications for the
Information & Records
Professions (not an
exhaustive list).
CA	 Certified	Archivist	|	Archives	|	Academy	of	Certified	Archivists	
CEDS	 Certified	E-Discovery	Specialist	|	E-Discovery	|	ACEDS	
CIP	 Certified	Information	Professional:	Information	(broadly	
defined)	|	AIIM	International	
CIPP	/	CIPM	/	
CIPT	
Certified	Information	Privacy	Professional	/	Manager	/		
Technologist		|	Privacy	&	Data	Protection	|	IAPP	
CRA	 Certified	Records	Analyst	|	Records	Management	|	ICRM	
CRM	 Certified	Records	Manager	|	Records	Management	|	ICRM	
CSDS	 Information	Destruction	|	Certified	Secure	Destruction	
Specialist	|	NAID	
IGP	 Information	Governance	Professional	|	Information	
Governance	|	ARMA	International	
PMP	 Project	Management	Professional	|	Project	Management	|	PMI
MOST PREVALENT INFORMATION CERTIFICATIONS
IGP	 CIP	 CIPP	/	CIPM	 CRM	
Association	 ARMA	 AIIM	 IAPP	 ICRM	
Topical	Area	 Information	Governance	 Information	Management	 Privacy	&	Data	Protection	 Records	Management	
Domain	Areas	 A)  Managing	Information	Risk	
&	Compliance	
B)  Developing	IG	Strategic	
Plan	
C)  Developing	IG	Framework	
D)  Establishing	The	IG	
Program	
E)  Establishing	IG	Business	
Integration	&	Oversight	
F)  Aligning	Technology	with	
the	IG	Framework	
•  Creating	&	Capturing	
Information	
•  Organizing	and	Categorizing	
Information	
•  Governing	Information	
•  Automating	Information	
Intensive	Processes	
•  Managing	The	Information	
Lifecycle	
•  Implementing	An	
Information	Management	
Solution	
Not	available	publicly	 I.  Management	Principles	
and	the	Records	and	
Information	(RIM)	
Program	
II.  Records	and	Information:	
Creation	&	Use	
III.  Records	Systems,	Storage,	
&	Retrieval	
IV.  Records	Appraisal,	
Retention,	Protection,	and	
Disposition	
V.  Technology	
VI.  Case	Studies	
Fees	 Application	and	Exam:	$599	
Retake:	$250	
Non-Members:	$349	
Members:	$285	
First	Time:	$550	
Retakes:	$375	
Annual:	$125	
Application:	$100	
Parts	1-5:	$100	each	
Part	6:	$150	
Ongoing	 60	CPE	hrs/3	yrs	(10	in	Legal,	10	
in	IT)	
Recertification:	$250	
40	CPE	hrs/3	yrs	
Recertification	$75	Member,	
$150	Non	Member	
20	CPE	hrs/2	yrs	 100	CPE	hrs/5	years
CERTIFICATES
• AIIM
•  Business Process Management
•  Electronic Records Management
•  Emerging Tech in Information
Management
•  Enterprise Content Management
•  Implementing Information
Management in SharePoint &
Office 365
•  Information Governance
•  Managing Records and eDiscovery
in SharePoint 2013
•  Modern Records Management
•  Taxonomy & Metadata
• ARMA
•  Essentials of RIM
•  Essentials of the Principles
•  Essentials of Enterprise Search
•  Professional Leadership
•  Retention Program Development
• Information Coalition
•  INFO (Coming Sept)
#INFORMNJ
ALPHABET SOUP:
PROFESSIONAL
DEVELOPMENT
PATHWAYS IN RIM/
IG/PRIVACY
Time: 4:00 – 5:00PM
Glenmont Group Room
Friend Center
#INFORMNJ
MICHAEL POTTERS
CEO
http://www.glenmontgroup.com/	
michael.potters@glenmontgroup.com
#INFORMNJ
Time: 4:00 – 5:00PM
Glenmont Group Room
Friend Center
JOCELYN GUNTER
CEO – ARMA International
MARY HAMM
National IG Manager
Drinker Biddle & Reath LLP
RONKE EKWENSI
VP – Data Management
Prudential Financial
ANNA LEBEDEVA
VP–RIM COMPLIANCE
SUISSE BANK
ALPHABET SOUP:
PROFESSIONAL
DEVELOPMENT
PATHWAYS IN RIM/
IG/PRIVACY
NICK INGLIS
President
Information Coalition
Networking/Cocktail Event
Immediately Following
INFORM Conference
Thursday,	June	14,	2018		
Louis	A.	Simpson	International	Building		
@	Princeton	University			
	
Sponsored by:

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Alphabet Soup: Professional Development Pathways in RIM/InfoGov/Privacy - INFORM Conference

  • 1. #INFORMNJ June 14, 2018 @ Princeton University TIME: 4:00 – 5:00PM LOCATION: Glenmont Group Room ALPHABET SOUP: PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/ IG/PRIVACY
  • 2. #INFORMNJ MICHAEL POTTERS | CEO http://www.glenmontgroup.com michael.potters@glenmontgroup.com Thank you to our Program / Room Session Sponsor!
  • 3. DISCLAIMER The views expressed are solely those of the presenters and should not be attributed to the Association or the presenters’ employers and clients. This presentation is solely for educational purposes and does not constitute legal advice; nor create an attorney-client relationship between you and the presenters.
  • 4. #INFORMNJ Time: 4:00 – 5:00PM Glenmont Group Room Friend Center JOCELYN GUNTER CEO – ARMA International MARY HAMM National IG Manager Drinker Biddle & Reath LLP RONKE EKWENSI VP – Data Management Prudential Financial ANNA LEBEDEVA VP–RIM COMPLIANCE SUISSE BANK ALPHABET SOUP: PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/ IG/PRIVACY NICK INGLIS President Information Coalition
  • 5. #INFORMNJSPEAKER Ronke Ekwensi is Vice President, Data Management for Prudential Financial’s U.S. Customer Office. With more than 25 years’ experience in data and information governance, Ronke is skilled in data strategy and privacy, as well as electronic discovery. She excels at building data management organizations and managing complex projects and initiatives. Before joining Prudential, Ronke served in various senior data and information governance capacities with several industry-leading firms, including Aetna, Baxalta and Pfizer. Her professional experience includes positions in the healthcare, biopharmaceuticals, power, technology, consumer electronics and management consulting industries. A member of the Board of Advisors of the Cardozo Law School Data Law Initiative at Yeshiva University, Ronke is also Executive Director of HealthCore, Nig LTD, and organization dedicated to addressing health issues in Nigeria and sub-Saharan Africa through preventative health education and patient awareness. RONKE EKWENSI VP ~ Data Management Prudential Financial
  • 6. #INFORMNJSPEAKER As the Chief Executive Officer of ARMA International, Jocelyn Gunter blends the magic of data and the art of human relations to achieve the best possible outcomes for the membership, the industry, and the association itself. Gunter has over 10 years of experience in external audit, internal compliance, and strategic financial management. She has transitioned her experience as a CPA to Association Management leading ARMA in many operational areas including finance, sales, marketing and education. She is an IGP with a holistic perspective of managing information as an asset in every facet of an organization. Jocelyn was formerly the Interim Chief Staff officer at ARMA International, and before that served as its Chief Financial Officer and is credited with refocusing the organization’s resources and efforts on the areas that best empower its membership and the industry. She brings to ARMA a new energy and passion that she hopes will ignite engagement from current and future members alike. She also serves as the President on the Board of Directors for Just Food, Inc., a local food bank. JOCELYN GUNTER Chief Executive Officer ARMA International
  • 7. #INFORMNJSPEAKER Mary is the National Information Governance Manager for Drinker Biddle and Reath LLP, a national, full-service law firm with more than 600 lawyers located across 12 offices. Based in the firm’s Florham Park, NJ office, Mary is responsible for managing Information Governance projects and implementing best practices on a firmwide basis. In addition to her role within the firm, Mary is actively involved with several professional associations which have a focus on Technology, Records & Information Management, and Information Governance including ARMA, ICRM, AIIM and ILTA. Currently, Mary is serving on the Board of Directors for the ARMA New Jersey Chapter as the Executive Vice President. MARY HAMM National Information Governance Manager Drinker Biddle & Reath LLP
  • 8. #INFORMNJSPEAKER Nick Inglis is President of the Information Coalition, a leading provider of resources and best practices for the information profession, as well as Co-Founder of The Information Governance Conference, the leading conference focused on the discipline of Information Governance. Inglis is the author of the AIIM SharePoint Governance Toolkit and creator of the Information Governance Model. Mr. Inglis is a recipient of the Providence Ambassador Award receiving a citizen citation from Providence Mayor Jorge Elorza, and was recently named a Rhode Island "50 on Fire" for his work with both the information profession and his public advocacy. Prior to his Co-Founding and leading the Information Coalition, Mr. Inglis served as the Director of Professional Development at AIIM and was one of the youngest Assistant Vice Presidents in Bank of America's history. Inglis is the Co-Creator of the ARMA Information Governance Professional (IGP) educational course. When not adding to his collection of certificates and certifications (CIP, IGP, ERMm, SharePointM, ECMm, BPMm, E20m, IMCP), he is likely spending time with his son, Conor Atom. NICK INGLIS President Information Coalition
  • 9. #INFORMNJSPEAKER Anna Lebedeva, IGP, CIPM, PMP, is a VP of RIM Compliance at Credit Suisse Bank. Her RIM accomplishments include establishing RIM programs from ground up, developing retention schedules, standing up legal hold processes, and working on electronic records strategies. Anna has recently focused on regulatory compliance, information security, and privacy areas. In her previous roles, Anna had extensive experience in software development and project management. Anna earned her MS in Software Engineering from Fairfield University and BS in Finance from University of Bridgeport. Anna has been active with ARMA International at the chapter and international levels. She is a member of a small groups of subject matter experts selected by ARMA International to participate on IGP Certification Exam Writing Committee. Anna serves as VP–CIO of the ARMA Metro/NYC Chapter and as VP– Secretary for the Connecticut Chapter. She also serves on the University of Bridgeport Industry Advisory Board for the School of Engineering. Anna holds an Information Governance Professional (IGP), Certified Information Privacy Manager (CIPM), and Project Management Professional (PMP) certifications. ANNA LEBEDEVA VP - RIM Compliance Credit Suisse Bank
  • 10. #INFORMNJ #INFORMNJ Agenda • Certification vs Certificates • A World of Certifications • Deep Dive vs. Broad • Certifications • 4 Primary Certifications • Certificates • Closing Thoughts
  • 14. # I N F O R M N J #INFORMNJ RELATED CERTIFICATIONS Many of the related certifications for the Information & Records Professions (not an exhaustive list). CA Certified Archivist | Archives | Academy of Certified Archivists CEDS Certified E-Discovery Specialist | E-Discovery | ACEDS CIP Certified Information Professional: Information (broadly defined) | AIIM International CIPP / CIPM / CIPT Certified Information Privacy Professional / Manager / Technologist | Privacy & Data Protection | IAPP CRA Certified Records Analyst | Records Management | ICRM CRM Certified Records Manager | Records Management | ICRM CSDS Information Destruction | Certified Secure Destruction Specialist | NAID IGP Information Governance Professional | Information Governance | ARMA International PMP Project Management Professional | Project Management | PMI
  • 15. MOST PREVALENT INFORMATION CERTIFICATIONS IGP CIP CIPP / CIPM CRM Association ARMA AIIM IAPP ICRM Topical Area Information Governance Information Management Privacy & Data Protection Records Management Domain Areas A)  Managing Information Risk & Compliance B)  Developing IG Strategic Plan C)  Developing IG Framework D)  Establishing The IG Program E)  Establishing IG Business Integration & Oversight F)  Aligning Technology with the IG Framework •  Creating & Capturing Information •  Organizing and Categorizing Information •  Governing Information •  Automating Information Intensive Processes •  Managing The Information Lifecycle •  Implementing An Information Management Solution Not available publicly I.  Management Principles and the Records and Information (RIM) Program II.  Records and Information: Creation & Use III.  Records Systems, Storage, & Retrieval IV.  Records Appraisal, Retention, Protection, and Disposition V.  Technology VI.  Case Studies Fees Application and Exam: $599 Retake: $250 Non-Members: $349 Members: $285 First Time: $550 Retakes: $375 Annual: $125 Application: $100 Parts 1-5: $100 each Part 6: $150 Ongoing 60 CPE hrs/3 yrs (10 in Legal, 10 in IT) Recertification: $250 40 CPE hrs/3 yrs Recertification $75 Member, $150 Non Member 20 CPE hrs/2 yrs 100 CPE hrs/5 years
  • 16. CERTIFICATES • AIIM •  Business Process Management •  Electronic Records Management •  Emerging Tech in Information Management •  Enterprise Content Management •  Implementing Information Management in SharePoint & Office 365 •  Information Governance •  Managing Records and eDiscovery in SharePoint 2013 •  Modern Records Management •  Taxonomy & Metadata • ARMA •  Essentials of RIM •  Essentials of the Principles •  Essentials of Enterprise Search •  Professional Leadership •  Retention Program Development • Information Coalition •  INFO (Coming Sept)
  • 17. #INFORMNJ ALPHABET SOUP: PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/ IG/PRIVACY Time: 4:00 – 5:00PM Glenmont Group Room Friend Center
  • 19. #INFORMNJ Time: 4:00 – 5:00PM Glenmont Group Room Friend Center JOCELYN GUNTER CEO – ARMA International MARY HAMM National IG Manager Drinker Biddle & Reath LLP RONKE EKWENSI VP – Data Management Prudential Financial ANNA LEBEDEVA VP–RIM COMPLIANCE SUISSE BANK ALPHABET SOUP: PROFESSIONAL DEVELOPMENT PATHWAYS IN RIM/ IG/PRIVACY NICK INGLIS President Information Coalition
  • 20. Networking/Cocktail Event Immediately Following INFORM Conference Thursday, June 14, 2018 Louis A. Simpson International Building @ Princeton University Sponsored by: