Jam-Packed Agenda

6:30 - 7:30 AM

Wellness Run

Join AIIM Board Member John Daly and other AIIM members for a run to kickstart your day. All fitness levels are welcome.

8:30 - 10:30 AM invitation only

AIIM Board of Directors Meeting and Committee Meetings

10:30 AM -1:00 PM INTERACTIVE WORKSHOPS

Interactive workshops and Networking Lunch

Jumpstart your Summit experience with interactive sponsor-led workshops, followed by a networking lunch. These practical sessions provide hands-on exposure to cutting-edge IM tools and AI integration strategies. Learn proven approaches to enhance your information management programs while connecting with industry peers. All participants welcome.

Individual Workshop Details to be announced.

1:00 - 2:00 PM Opening Keynote/General Session

Opening Keynote Speaker

TO BE ANNOUNCED

2:00 - 2:30 PM

BREAK/MEET YOUR COHORT

Take a short break to recharge and connect with your cohort. Use this time to share ideas, discuss key takeaways, and build relationships in a casual setting.

2:30 - 3:15 PM Interactive Breakout Session Artificial Intelligence Pathway

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

Based on AIIM's guide "Organizational Readiness for Generative AI," this session shows you how to evaluate and prepare your unstructured data (aka content) for AI implementation. Learn how to assess your organization's readiness across three critical areas: content hygiene, workforce engagement, and information accessibility. You'll gain practical assessment tools and a clear framework to validate your organization's preparedness for GenAI adoption. Leave with actionable steps to transform your unstructured data into a strategic asset for AI success.

2:30- 3:15 PM Interactive Breakout Session Workflow and Process Automation Pathway

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

Want to unlock AI's potential but still dealing with paper records? Nonprofit Boys Hope Girls Hope (BHGH) faced the gigantic hurdle of modernizing its information management systems for incoming paper documents and archiving decades' worth of historical documents. BHGH needed to quickly and accurately digitize documents to unlock the power of AI to classify, tag, and route critical information. Learn how BHGH used cloud-ready document image scanners and software tools to automate processes and transform paperwork into data that is easily accessible, managed, and shared across the organization. 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.

2:30 - 3:15 pm Interactive Breakout Session Leadership and Change Management Pathway

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

Every information management practitioner has essential tools - from policy writing to software implementation. But what happens when unexpected challenges arise? Whether facing denied funding, new regulations, acquisitions, or other disruptions, you need to adapt quickly and strategically.

The information management landscape constantly evolves, requiring agile responses to change. Yet pivoting too quickly often reveals obstacles. How do you work around these restraining forces while still achieving your goals? Where do you start when immediate action is needed? In this interactive session, learn how to to develop effective pivot strategies. 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.

2:30-3:15 pm Interactive Breakout Session Intelligent Information Management and Information Governance Pathway

Beyond Guesswork: An Approach to Data Risk Quantification

As data becomes increasingly valuable, navigating the risks it brings can feel overwhelming. This session is designed to help you make sense of data risk—no jargon, just straightforward insights. Through a compelling case study, you'll see how to uncover hidden challenges, evaluate potential impacts, and develop practical strategies to address them directly. Whether you’re a data enthusiast or simply curious about improving data risk management, this session offers actionable insights. As a result of attending, you'll be able to turn data risk into an opportunity for growth and security within your organization.

3:15 - 3:30 PM

Break

3:30 - 4:15 PM Interactive Breakout Session Leadership and Change Management Pathway

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

Tired of your information management efforts being ignored? Has your latest report ‘fizzled’ before it could sizzle? Did your records management survey only get a 12% response? Don’t let your hard work go flat when you can ‘job craft’ it. Why not consider giving your next information management initiative a little ‘personal passion’ in the form of ‘job crafting’ to help it hit its target audience and get the action it deserves? Hear how two local government agencies used job crafting to increase engagement with their initiatives to bring some ‘memorable’ organizational moments and had fun doing so. One of the case studies will demonstrate how storytelling was deployed and staff volunteers recruited to win an industry award for taking a creative journey. 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. Don't miss this opportunity to open the door to job crafting where the only limit is your imagination to get the job you want.

3:30 - 4:15 PM Interactive Breakout Session Artificial Intelligence Pathway

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

Join human expert Geoff Ables and AI agent Ally Jameson for a groundbreaking session where AI isn’t just the topic—it’s the co-presenter. Together, they’ll showcase how AI agents like Microsoft Copilot can transform your organization while providing practical guidance for AI readiness. They will demonstrate the latest capabilities of Copilot and share real-world case studies. Gain practical tips for using SharePoint  for better information and SOP management and ways you can improve data and content security.  Learn how to measure the ROI of AI, drive adoption, and develop a comprehensive AI implementation plan. 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.

3:30 - 4:15 PM Interactive Breakout Session Workflow and Process Automation Pathway

Accelerating IDP Implementation with Generative AI: From Months to Minutes

Transform your Intelligent Document Processing (IDP) implementation from a months-long configuration project into a streamlined setup using the power of Generative AI. Traditional IDP solutions require extensive setup time for document training and algorithm fine-tuning, leading to delayed ROI and high professional service costs. Discover how simple prompts and Generative AI can dramatically accelerate document classification and data extraction configuration. 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. Experience firsthand how you can deploy new document types faster with minimal technical expertise, making your intelligent capture investments more valuable sooner.

3:30 - 4:15 PM Interactive Breakout Session Intelligent Information Management and Information Governance Pathway

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

In the vast universe of information management, where knowledge is the final frontier, the time has come to boldly go where no program has gone before. This interactive session will guide you through the assimilation process of open access policies and procedures, transforming your information management program into a well-oiled starship. Venture into the boundless data-driven cosmos of information resources to foster a culture of data sharing and accessibility. 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. You'll gain insights into timesaving methods and the benefits of open access for both public and private sectors. Prepare for warp speed as we embark on this mission together. This is an all-hands-on active mission.....Engage! 

4:15 - 4:45 PM

Break

4:45 - 5:30 PM Interactive Breakout Session Leadership and Change Management Pathway

How to Turbocharge Your Everyday Documentation Practices for the New World of Knowledge Work

There's a lot of talk today about tools, technology, and transformation. But how much is it really impacting us, our organizations, and how we manage information in our day-to-day work? The answer lies in our documentation - the essential but often overlooked practice of capturing, managing, and accessing information across our professional and personal lives. In this interactive 45-minute session, you'll discover how rapid changes in technology, work culture, and AI are reshaping documentation practices. Learn practical approaches to enhance your daily workflow using AI tools while maintaining data quality. You'll explore modern note-taking techniques, strategies to adapt information management policies, and ways to leverage Personal Knowledge Management (PKM) in today's digital workplace. Leave with actionable insights to immediately improve how you capture, organize, and share information across your organization. 

5:30 - 7:00 PM

COCKTAIL Reception / MEET YOUR COHORT

Unwind and connect with fellow attendees during this relaxed evening gathering. It’s the perfect chance to network, share insights, and deepen connections with your cohort over drinks and great conversation.

6:30 - 7:30 AM

Wellness Run

Join AIIM Board Member John Daly and other AIIM members for a run to kickstart your day. All fitness levels are welcome.

8:00 - 9:00 AM

Networking breakfast

Start your day with great conversations over breakfast! This is the perfect opportunity to connect with fellow attendees, exchange ideas, and build valuable relationships before the sessions begin.

8:00 - 9:00 AM invitation only

Company of Fellows Breakfast

Join us for a special breakfast gathering exclusively for AIIM Fellows. This is the perfect opportunity to reconnect, catch up with peers, and celebrate the collective achievements of the Fellows community. Enjoy meaningful conversations in a relaxed setting as you share experiences and insights with fellow thought leaders.

9:00 - 9:15 AM General Session

Awards ceremony

Join us as we celebrate excellence and recognize individuals making a significant impact in information management and within the AIIM community. 

9:15 - 10:15 AM Keynote panel discussion

Convergence by Design: Unifying AI, Data, and Information Governance for the Intelligence Era

As artificial intelligence reshapes enterprise operations, the traditional boundaries between AI governance, data governance, and information governance are rapidly dissolving. This expert panel brings together leaders from each discipline to explore their emerging convergence and provide actionable insights for organizations navigating this transformation.

Our distinguished panelists will examine how these once-distinct practices are increasingly interconnected in the AI era, sharing perspectives on harmonizing governance frameworks, breaking down silos, and building integrated approaches that enhance rather than impede innovation.

Through real-world examples and lessons learned, the discussion will focus on practical strategies for fostering cross-functional collaboration, initiating crucial conversations about organizational structure, and implementing unified governance models that scale. Attendees will gain valuable insights into identifying key areas of overlap between governance practices, building bridges between teams while preserving essential domain expertise, and developing integrated policies that address emerging AI challenges while maintaining robust data and information management. Join us for this timely conversation about shaping governance practices that are as sophisticated and interconnected as the technologies they oversee.

10:15 - 10:30 AM

BREAK

10:30 AM - 12:00 PM WORKSHOP ARTIFICIAL INTELLIGENCE PATHWAY

Data and Information Management: Pillars of AI Strategy Execution

With AI taking center stage across industries and organizations at all levels of maturity, designing and leading successful AI initiatives relies on more than just algorithms and models. The foundational pillars of a robust AI strategy demand excellence in both data management and information management practices. 

This workshop will explore how these two critical components drive the accuracy, reliability, and actionable insights of AI systems. You will learn how to align data and information management frameworks to support strategic AI initiatives, ensuring that the right data fuels AI models and that AI-generated insights are effectively leveraged for business growth and decision-making. Gain actionable takeaways as we cover data quality, responsible and ethical AI practices, and demystifying the nature of AI outputs that deliver actionable information. 

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.

10:30 AM - 12:00 PM WORKSHOP Intelligent Information Management and Information Governance Pathway

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

As an information management practitioner, you possess critical expertise needed for AI policy development leadership—yet this role is often overlooked. Join this 90-minute workshop with policy expert Lewis S. Eisen, J.D., C.I.P., to discover how you can meaningfully contribute to AI policy initiatives. You'll learn actionable steps for AI policy creation that you can adapt to your organization. Through interactive exercises, you'll explore AI governance, examine essential policy components, and learn how to foster collaborative development across departments. You'll gain strategies for asserting leadership while building stakeholder partnerships. Going beyond theory, you'll learn concrete approaches to leverage your IM expertise in shaping organizational AI policy. 

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. 

12:00 - 1:00 PM

Networking Lunch & Topic Tables

Join sponsor-led "how-to" discussions while enjoying lunch with peers. Each table focuses on key industry challenges like managing content sprawl and addressing missing metadata. Choose a table topic that matters to you and engage in focused problem-solving with fellow professionals.

1:00 - 1:45 PM Interactive Breakout Session Intelligent Information Management and Information Governance Pathway

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

In an era where AI is reshaping how organizations manage and utilize information, the need to ensure ethical use of AI in information management is critical. 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. Learn about new and pending AI ethics regulations from the EU, United States, and other countries. Discover practical insights into managing ethical risks, including bias, privacy concerns, and data integrity issues, while leveraging AI technologies to improve efficiency and decision-making. Leave with actionable strategies for aligning AI initiatives with ethical standards and regulatory requirements so you are ready to confidently navigate the complexities of AI-driven information management.

1:00 - 1:45 PM Interactive Breakout Session Leadership and Change Management Pathway

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

Ready to modernize your content infrastructure but unsure where to start? Join Prudential as they share their journey from fragmented on-premises systems to a unified cloud content platform. In this hands-on session, we’ll break down critical decision points, preparation strategies, and success metrics that drove their enterprise-wide migration. 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. We’ll also cover practical frameworks for measuring and demonstrating ROI. Bring your challenges and questions! We'll workshop common obstacles and share battle-tested solutions from Prudential's experience. Whether you're just starting to explore cloud migration or deep in the planning phase, you'll leave with actionable insights to drive your organization's content transformation.

1:00 - 1:45 PM Interactive Breakout Session Workflow and Process Automation Pathway

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

Forward-thinking organizations recognize the untapped potential within their paper archives - both as valuable training data for AI and as a way to reduce physical storage costs. Yet the key to unlocking this value lies in getting data right from the start. This session reveals how intelligent capture workflows not only prevent costly downstream errors but transform decades of business information into AI-ready digital assets. By streamlining your capture workflow, you can validate data accuracy at the point of entry, eliminating expensive cleanup efforts while boosting productivity across your organization. Through practical examples, we'll explore proven capture solutions that address common business challenges like invoice processing, customer onboarding, and compliance documentation. 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.

1:45 - 2:00 PM

BREAK

2:00 - 2:45 PM Interactive Breakout Session Intelligent Information Management and Information Governance Pathway

From Dusty Ephemera to Digital Archives

Records created today will be research materials in 50-100 years. Learn how a records manager and archivist implemented a digital asset management program, transitioning content from network drives, paper, and third-party systems into SharePoint and a Trusted Digital Repository for permanent archival records. 

This session explores the differences between Records and Information Management (RIM) and archival goals for digital records, addressing organization, access, copies, and authenticity. Discover practical strategies for managing digital records challenges, including access controls, self-service options, and rights management. Learn key questions for evaluating Trusted Digital Repository (TDR) or Digital Asset Management System (DAMS) solutions. We'll also cover how to set realistic expectations for managing born-digital records, digitized materials, and on-demand digitization requests. 

2:00 - 2:45 PM Interactive Breakout Session Workflow and Process Automation Pathway

From Manual to Automated: Revolutionizing Records Management at Harvest Midstream

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. This panel discussion will provide a step-by-step roadmap of their implementation journey, complete with live demonstrations of their automated workflows. Learn how their team tackled compliance requirements, boosted efficiency, and achieved measurable results in their digital transformation initiative.

2:00 - 2:45 PM Interactive Breakout Session Leadership and Change Management Pathway

Stop the DIET Cycle and Boil the Ocean!

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". Just as people search for miracle weight loss solutions, companies often chase the technology quick-fix! When RIIM experts dare to mention governance and information policies, data ownership and mapping, control requirements, etc., we hear the inevitable "we can't boil the ocean" or "you're overcomplicating this—let's just pick a tool and let it define the process." Take a deep breath, fellow RIIM professionals, as I know those are triggering statements.

The RIIM expert's struggle is universal. From a 20-person organization to global enterprises with 70,000+ employees, the challenges remain surprisingly consistent worldwide. Learn battle-tested strategies and hard-learned lessons (including the ones that left the deepest scars) for successfully “selling” and implementing RIIM processes and systems within your organization, especially as we venture into the age of AI. Time to shift the “DIET” focus to the RIIM “Process Pill”—known side effects, boiling the ocean!

2:45 - 3:15 PM

NETWORKING BREAK

Enjoy refreshments with your fellow participants and our sponsors.

3:15 - 4:00 PM Interactive Breakout Session Workflow and Process Automation Pathway

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

Do you want to streamline your customer service operations with automation but unsure where to start? As technologies for process automation evolve and software extraction of content becomes more attainable, there are increasingly more opportunities to automate cumbersome, manual customer service workflows. This practical session walks you through identifying automation opportunities in your existing workflows and implementing scalable solutions. Learn how to design a solution that introduces business automation into an existing human workflow solution. You'll discover how to map current processes, select the right automation tools, run effective pilot programs, and create a continuous improvement cycle. 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.

3:15 - 4:00 PM Interactive Breakout Session Leadership and Change Management Pathway

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

This session explores leadership strategies for diverse information management teams, highlighting AIIM's BIPOC Information Professionals Network. Learn how to address common challenges BIPOC professionals face and develop effective allyship skills. Discover the Network's goals and initiatives while gaining practical approaches for supporting team members who may be the only minority in the room. Whether you're interested in joining the Network or becoming an ally, this session will equip you with tools to create inclusive environments and drive meaningful change in the information profession industry.

4:00 - 4:15 PM

BREAK

4:15 - 5:00 PM Interactive Breakout Session Workflow and Process Automation Pathway

Turning Documents into Decisions: Capture, Process, and Power Your Workflow

Repetitive, manual document processing slows productivity and creates delays in critical workflows. In this session, Jeremy Smith from Mohawk Industries will share how Intelligent Document Processing (IDP) and strategic capture technologies reduce manual tasks by quickly digitizing documents and extracting critical insights with minimal human effort. Learn how Mohawk is improving operational efficiency, ensuring compliance, and increasing employee productivity by capturing information at the source to streamline workflows and reduce IT burdens. Gain practical strategies to integrate IDP into your own operations—accelerating business processes, automating workflows, and enabling smarter, faster decision-making. This foundational work not only enhances productivity today but sets the stage for future innovation and AI readiness.

4:15 - 5:00 PM Interactive Breakout Session Intelligent Information Management and Information Governance Pathway

How to Navigate AI Compliance Challenges

As organizations deploy AI solutions, they face complex compliance challenges that extend beyond data privacy. 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. Discover tactical solutions for proactively addressing these challenges. We’ll explore strategies for balancing innovation with compliance. Learn strategic and governance actions your organization can take to facilitate compliance.

5:00 - 6:00 PM

Happy Hour

Wrap up the day with great conversations and a refreshing drink! Happy Hour is the perfect time to relax, connect with fellow attendees, and strengthen your network in a fun, casual setting.

6:30 - 7:30 AM

Wellness Run

Join AIIM Board Member John Daly and other AIIM members for a run to kickstart your day. All fitness levels are welcome.

8:00 - 8:30 AM

Networking Breakfast

Start your day with great conversations over breakfast! This is the perfect opportunity to connect with fellow attendees, exchange ideas, and build valuable relationships before the sessions begin.

8:30 - 8:45 AM General Session

Context Setting

Join us for an illuminating morning of industry insights and collaborative learning. This essential context-setting session will provide you with the framework to maximize your learning experience throughout the morning’s activities. We’ll set the stage for two powerful Capstone presentations from leading experts, each representing a distinct Learning Pathway at the AI+IM Global Summit. These thought-provoking presentations will be followed by structured Cohort Conversations led by our experienced Cohort Leaders, where you’ll have the opportunity to dive deeper into key concepts and connect with fellow participants.

8:45 - 9:15 AM General Session

Artificial Intelligence & Workflow and Process Automation Learning Pathways Capstone

Join industry veterans Alan Pelz-Sharpe, Founder and Principal Analyst, and Rich Medina, Co-Founder and Principal Consultant at Doculabs, for a thought-provoking 30-minute session. These thought leaders will synthesize critical insights from the AI and Workflow and Process Automation Learning Pathways, translating big ideas into actionable strategies. Through expert dialogue, Alan and Rich will distill key takeaways from across the learning pathways, share practical advice for implementing AI and automation initiatives, and highlight emerging trends that will shape the industry in the coming year. This session sets the stage for focused cohort discussions, where participants will engage in facilitated conversations to explore three essential questions: What can you implement immediately? What challenges do you anticipate, and how will you address them? Which areas deserve deeper exploration? Don’t miss this opportunity to transform insights into action and connect with fellow professionals navigating similar challenges in AI and automation.

9:15 - 10:00 AM Breakout Groups

Cohort Conversation

Dive into dynamic small-group discussions with peers who share your challenges and interests. Cohort Conversations are a cornerstone of the AI+IM Global Summit, designed to foster collaboration and practical problem-solving. Guided by a facilitator, these sessions offer an interactive space to apply insights from the summit’s sessions, brainstorm solutions, and explore actionable strategies. Build deeper connections, share diverse perspectives, and leave with real-world takeaways to drive success in your organization.

10:00 - 10:15 AM

BREAK

10:15 - 10:45 AM General Session

Intelligent Information Management and Information Governance & Leadership and Change Management Learning Pathways Capstone

Join seasoned practitioners Pieter Lokker, Product Manager for IM Practices and Behaviours at Shell, and Candace McCabe, Senior Solution Architect - GRC at Walmart, for an engaging 30-minute session. These industry leaders will explore critical insights from the Intelligent IM & IG and Leadership & Change Management learning pathways, bridging the gap between technology innovation and organizational transformation. Through their expert dialogue, Pieter and Candace will share key takeaways from the learning pathways, offer practical strategies for implementing intelligent information management solutions, and discuss approaches to driving meaningful change within organizations.

This session sets the stage for focused cohort discussions, where participants will engage in facilitated conversations to explore three essential questions: What can you implement immediately? What challenges do you anticipate, and how will you address them? Which areas deserve deeper exploration?

Don’t miss this opportunity to learn from two accomplished professionals who have successfully navigated the complexities of modern information management and led transformational change at global enterprises.

10:45 - 11:30 AM Breakout Groups

Cohort Conversation

Dive into dynamic small-group discussions with peers who share your challenges and interests. Cohort Conversations are a cornerstone of the AI+IM Global Summit, designed to foster collaboration and practical problem-solving. Guided by a facilitator, these sessions offer an interactive space to apply insights from the summit’s sessions, brainstorm solutions, and explore actionable strategies. Build deeper connections, share diverse perspectives, and leave with real-world takeaways to drive success in your organization.

11:30 - 11:45 AM

BREAK

11:45 AM - 12:35 PM General Session

Collective Insights Report Out

Experience the power of collective learning as Cohorts reconvene to share their most valuable insights from the morning’s Capstone presentations. Each Cohort will present their top discoveries, creating a rich tapestry of perspectives and actionable takeaways. You’ll walk away with 25+ high-impact insights distilled from industry leaders and peer discussions. This collaborative knowledge-sharing session transforms individual learning into collective wisdom, making it an essential culmination of the morning’s program. Don’t miss this opportunity to capture key learnings from every Learning Pathway.

12:35 - 12:45 PM General Session

Closing remarks

Wrap up the AI+IM Global Summit with a reflective session highlighting key insights and actionable strategies from the event. Join us for a summary of the most impactful moments, final thoughts from our President & CEO, and inspiration to take back to your organization.

1:00 - 3:00 PM Invitation Only

AIIM Board of Directors Meeting