March 31 - April 2, 2025 Atlanta, Georgia

Explore the Learning Pathways at the AI+IM Global Summit

The AI+IM Global Summit is your gateway to mastering the most pressing challenges in unstructured data management. Designed with your success in mind, our Learning Pathways provide practical, technology-focused solutions that empower you to take control of your organization’s information and unlock its full potential.

Don’t Miss the Pre-Conference Webinars!

Kickstart your Summit experience with our interactive pre-conference webinars, designed to set the framework for each Learning Pathway. These sessions provide an overview of key topics and offer a sneak peek at the education sessions that await you at the Summit. Engage in lively, hands-on conversations with experts and peers to gain valuable insights before you even step into the event.

Learning Pathway

Artificial Intelligence

Step into the forefront of the AI revolution in information management. This pathway is designed to equip you with the knowledge, tools, and strategies to harness the transformative power of AI in your organization. Learn how to prepare your business for AI adoption, maximize the capabilities of advanced digital assistants like Microsoft Copilot and OpenText Aviator, and ensure compliance with emerging AI regulations. Whether you’re exploring AI for the first time or looking to take your existing initiatives to the next level, this pathway provides actionable insights to navigate the rapidly evolving AI landscape.

Key Benefits of This Pathway:

Develop a roadmap for preparing your organization to adopt and scale AI initiatives.
Transform unstructured data into AI-ready assets to unlock valuable insights.
Maximize the efficiency of digital assistants and generative AI tools.
Ensure secure, ethical, and compliant AI implementations through effective governance.

SESSIONS & WORKSHOPS INCLUDE

Is Your Unstructured Data AI-Ready? A Practical Assessment Framework

Robert Bogue, President, Thor Projects LLC

Leave with actionable steps to transform your unstructured data into a strategic asset for AI success.

Co-Presented by AI: A Human & AI Guide to Organizational AI Readiness

Geoff Ables, CEO, C5 Insight, Microsoft MVP

Experience a session that embodies the future of human-AI collaboration, where your questions will be answered by both human and artificial intelligence working in harmony.

Prepare Your Data for AI: Essential Management and Governance Strategies

Ron Arden, Executive Vice President, CTO & COO at Fasoo

Walk away with actionable strategies to make your data AI-ready while maintaining security and compliance.

Data and Information Management: Pillars of AI Strategy Execution

Dr. Priya Sarathy CDMP, CEO, Wheel Data Strategies and Dr. Colin Coleman, Former CDAO Inspire Brands, Green Street Consulting Group

Drawing on practical strategies and frameworks, we will provide hands-on guidance for business leaders, AI strategists, and program managers looking to power up their AI planning process.

Practical AI: Unlocking Value Through GenAI-Powered Data Extraction

Brent Wesler, VP of Strategic Technology and Digital Automation, VRC

Discover how to connect extracted data to downstream systems, reduce manual processing and labor costs, automate paper and electronic document workflows, and implement effective prompt engineering strategies.

Learning Pathway

Workflow and Process Automation

Discover cutting-edge tools, techniques, and real-world strategies to streamline and revolutionize your organizational workflows. This pathway dives deep into automation and digital transformation, helping you optimize processes, improve collaboration, and unlock greater efficiency. From document digitization to AI-powered solutions, these sessions will equip you to tackle today’s process management challenges with confidence.

Key Benefits of This Pathway:

Develop a personalized roadmap for introducing automation to your organization.
Understand the latest tools and frameworks for transforming workflows.
Gain insights into measuring success and scaling automation capabilities over time.
Build a strong foundation for future AI-driven initiatives by improving data readiness and workflow efficiency.

SESSIONS & WORKSHOPS INCLUDE

Digitization: The On-Ramp to AI-Driven Document Intelligence and Data Automation

Pete Schweiss, Director of Technology Services, Boys Hope Girls Hope

Gain actionable insights and strategies to develop your own digitization and AI-driven data automation plan to streamline information management, increase access to data, and improve organizational collaboration.

Accelerating IDP Implementation with Generative AI: From Months to Minutes

Ron Rinner, Sr. Solutions Engineer – ibml

You’ll learn to reduce document setup time from weeks to hours using GenAI-powered classification, simplify data extraction configuration through intelligent prompting, and accelerate your ROI by minimizing professional service requirements.

Collecting Accurate Information in the AI Era: The Next Step in the Process Automation Journey

Sally Schulte, Senior Product Marketing Director, Smart Communications

Join this interactive session to discover how automated data collection can transform your organization’s data management practices.

Digital Transformation Starts at Capture: Converting Paper into AI-Ready Data

Scott Francis, Technology Evangelist, Ricoh Document Scanners

By the end of this session, you'll have actionable strategies to harness the hidden value in your paper archives and build a capture foundation that delivers the clean, reliable data your AI initiatives need to succeed.

From Manual to Automated: Revolutionizing Records Management at Harvest Midstream

Meredith Duggar, MBA, Senior Systems Business Analyst at Harvest Midstream and Ryan O'Connell, Business Solutions Architect, M-Files

Dive into a real-world case study showcasing how Harvest Midstream, a major U.S. oil and natural gas infrastructure provider, partnered with M-Files to transform their records management through automation and AI.

A Practical Approach to Transforming Your Customer Service with Workflow and Process Automation

A. Caleb Gattegno, IGP, CIP, CDIA
Development Engineer, New York Life Insurance Co.

Leave with a roadmap for introducing automation that enhances rather than disrupts your team's workflow, plus strategies to measure success, mitigate risks, and expand automation capabilities over time.

Learning Pathway

Intelligent Information Management & Information Governance

Navigate the complexities of managing, governing, and leveraging information in the digital age. This pathway focuses on strategies to organize, secure, and govern data effectively while ensuring compliance with regulatory standards. Gain the tools and insights needed to turn information into a valuable business asset and reduce risks associated with unstructured and poorly managed data. From best practices in governance frameworks to actionable steps for improving compliance, this pathway equips you with everything you need to lead your organization’s information management transformation.

Key Benefits of This Pathway:

Gain practical strategies for implementing robust information governance frameworks.
Reduce organizational risk through improved compliance and secure data management.
Unlock the value of your information assets to drive business insights and innovation.
Prepare for emerging regulations and standards to future-proof your governance strategies.

SESSIONS & WORKSHOPS INCLUDE

Beyond Guesswork: An Approach to Data Risk Quantification

Chris Hockey, IGP, CIPP/US, Manager, Alvarez and Marsal

This session is designed to help you make sense of data risk—no jargon, just straightforward insights.

Resistance is Futile: Assimilating Open Access Policies and Procedures to Evolve an Information Management Program

Donda Young, CIP, President, Helias Consulting and Sarah Sheffield, CIP, Lead Document and Records Management Specialist, Fluor Federal Petroleum Operations

By the end of this expedition, you will be equipped to create policy and procedure outlines with the precision of a starship pilot navigating through a wormhole.

Claim Your Seat at the AI Governance Table: Collaborating on Development of Policy and Standards

Lewis S. Eisen, JD, CIP, Policy Drafting Specialist, Perfect Policies and Michael Landau, Cyber Resilience, AI, & Data Governance specialist, Global Information Consortium

By the end of this workshop, you'll be able to clearly articulate your IM function's role in AI governance, identify and evaluate key policy components, determine appropriate policy structures, and confidently take your place at your organization's AI policy development table.

From Dusty Ephemera to Digital Archives

Natalie Austin, CRM, Records Manager, Atlanta Housing and Elliot McNally, Archivist, Atlanta Housing

This session explores the differences between Records and Information Management (RIM) and archival goals for digital records, addressing organization, access, copies, and authenticity.

Ethical AI in Information Governance: Shaping the Future of Information Management

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

In this session, we will explore the key principles of ethical AI, focusing on how you can implement frameworks that promote transparency, accountability, and compliance.

How to Navigate AI Compliance Challenges

Marcia Douglas, Partner, Deloitte

This session examines some of the internal and customer-facing compliance challenges organizations may face during AI implementation, including ethical AI guidelines, personal information protection, and business record-keeping obligations.

Learning Pathway

Leadership and Change Management

Drive transformation within your organization by mastering the art of leadership and change management. This pathway focuses on equipping leaders with the tools, frameworks, and strategies needed to manage organizational change effectively, foster innovation, and build high-performing teams. Learn how to overcome resistance to change, align teams around strategic initiatives, and create a culture that embraces digital transformation. Whether you're leading technology adoption or implementing new processes, this pathway will empower you to inspire and lead with confidence.

Key Benefits of This Pathway:

Develop actionable strategies to lead successful organizational change initiatives.
Learn techniques to foster collaboration and align teams around digital transformation.
Overcome resistance to change and create a culture of adaptability and innovation.
Build leadership skills that inspire trust and drive long-term success.

SESSIONS & WORKSHOPS INCLUDE

I Didn't See that Coming…How Do I Pivot and Shift?

Susan Gleason, CIP, CRM/CIGO, IGP, Head of Information Governance, Withers Bergman LLP

Through various real-world scenarios, you'll practice responding to sudden changes and creating flexible approaches to overcome obstacles. Leave with practical skills for managing unexpected shifts in your information governance plans..

Job Crafting: Get the Job You Want in the Job You Have!

David Robinson, Coordinator Information Management, City of Greater Geelong

By the end of this session, you'll understand what it takes to achieve job crafting fame and glory for your initiatives, with some ‘real world’ examples to inspire you.

Rethinking Documentation in the Age of AI: Essential Practices to Leverage Your Knowledge

Adrienne Bellehumeur, Director and Owner, Risk Oversight/Bellehumeur Co.

Learn practical approaches to enhance your daily workflow using AI tools while maintaining data quality.

From Silos to Synergy: Prudential's Journey to Cloud-Based Content Services & AI Readiness

Anna Davis, VP and Product Owner, Prudential

Through interactive discussions and real-world scenarios, you’ll learn how to identify the right timing for your organization’s cloud transition, essential preparation steps to ensure a smooth migration, and key tools, technologies, and managed services that can make or break your success.

Stop the DIET Cycle and Boil the Ocean!

Gabrielle Spurlin, Principal Business Consultant (RIIM SME), Brown & Caldwell

Join us for a lighthearted take on how organizations often approach Records and Intelligent Information Management (RIIM) initiatives by seeking a “DIET” solution, a "Digital Information Electronic Tool".

Leading with Inclusion: Leveraging AIIM's BIPOC Network to Build Stronger Teams

Jeffrey Lewis, CRM, CIP, MLS, Information Governance Manager, SOL Capital Management Company

This session explores leadership strategies for diverse information management teams, highlighting AIIM's BIPOC Information Professionals Network.