Infogov Hot Seat Jim Merrifield

Cat Casey, the Chief Growth Officer at Reveal, discusses the growing acceptance and adoption of AI in the legal industry. She highlights the shift in attitudes towards AI since the introduction of ChatGPT and generative AI, which has made AI more accessible and less intimidating. Cat emphasizes the importance of embracing AI and learning new skills to stay ahead in the AI revolution. She also mentions her involvement in the New York Bar AI Task Force and the publication of a paper on generative AI. Cat shares her upcoming speaking engagements and encourages professionals to act fast and be curious about AI.

In this episode of the InfoGov Hot Seat, host Jim Merrifield interviews Mike Salvarezza about the upcoming InfoNext conference. Mike provides an introduction to his role and background in information governance and shares a fun fact about being an underwater photographer. The primary objectives and themes of the InfoNext conference are discussed, including the focus on legal, operational, and technological aspects of information governance. The types of sessions and speakers at the conference are highlighted, with a special mention of keynote speakers and the great debate session. The conference's approach to addressing the latest trends and challenges in information governance, such as AI and privacy, is explained. Networking opportunities at the conference are emphasized, including breaks, receptions, and golf outings. The incorporation of feedback from previous conferences to improve the event is mentioned. Mike concludes with his thoughts on the exciting opportunities and challenges in the field of information governance.

In this conversation, Jacqueline Stockwell from Leadership Through Data discusses Microsoft 365 training programs, measurable improvements in productivity, interactive learning methods, and the use of Microsoft Copilot and AI technology. She emphasizes the importance of tailoring training programs to meet specific needs, using interactive platforms and gamification to engage learners, and incorporating micro-learning for effective knowledge retention. Jacqueline also highlights the need for organizations to adopt AI technology like Copilot while ensuring proper security measures and user training. She encourages authenticity and creativity in utilizing AI tools and emphasizes the role of human expertise in the process

Chuck Barth, Director of Information Governance at Shepard Mullen Richter & Hampton, discusses the Law Firm Information Governance Symposium (LFIGS) and his involvement with the group. LFIGS focuses on bringing together experienced legal industry IG leaders to share knowledge and contribute to community papers. The group meets regularly to discuss relevant topics such as data governance, matter mobility, generative AI, and retention. Chuck emphasizes the importance of staying updated on IG education and evolving with changing technologies. He encourages professionals to push the envelope and bring new ideas to their firms.

Barbara Dalton, Director of Data Privacy and Information Governance at Norton Rose Fulbright, discusses her role and experiences in the field of information governance. She shares strategies for ensuring data integrity and security, highlights the challenges faced in the industry, and emphasizes the importance of staying updated on privacy laws and regulations. Dalton also discusses the impact of technology on information governance and expresses excitement for the future of the field.

Takeaways


Building strong relationships with IT is crucial for effective information governance.
Working with attorneys can be challenging, but it is important to help them understand the value of information governance.
Staying updated on privacy laws and regulations requires active effort and engagement with professional organizations.
Advancements in technology have greatly changed the landscape of information governance, offering new opportunities and challenges.
The future of information governance lies in leveraging AI and other technologies to automate repetitive tasks and focus on strategic initiatives.

SUMMARY

In this episode, host Jim Merrifield interviews Kate Wertime from Jones Day about information governance (IG) and its importance in today's data-driven world. Kate shares her background in systems analysis and librarianship, as well as her experience in records management and legal. They discuss the concept of IG, common misconceptions about it, and a case study where effective IG made a significant difference in a company's operations and risk management. They also explore the role of AI and machine learning in IG and the challenges of data ownership and collaboration. The episode concludes with Kate's final thoughts on IG.

TAKEAWAYS


Information governance (IG) manages an organization's information through its lifecycle and ensures access controls, confidentiality, legal holds, compliance, and knowledge sharing.
IG is not just records management rebranded; it encompasses a broader range of responsibilities and considerations.
Effective IG can make a significant difference in a company's operations and risk management, as demonstrated by a case study involving data movement monitoring.
Practitioners in the field of IG should focus on understanding the aspects of AI and machine learning that relate to data repositories, data security, and client data protection.