Pre-Conference Workshops

Deep Dive into the ARMA IGIM v2.1
Saturday, October 18 - Sunday, October 19
9:00am - 5:00pm
Instructor: Jason Stearns

Join us for an intensive two-day workshop exploring the newly updated ARMA International Information Governance Implementation Model (IGIM) v2.1, released in April 2025. This deep dive will explore the entire model, its uses, and unpack what’s new in version 2.1 to examine broader shifts in the information governance landscape. Whether you're new to InfoCon or a seasoned IG professional, this workshop is designed to elevate your understanding and practical application of the IGIM.

Participants will:

• Learn how the IGIM connects stakeholders across business, legal, IT, and compliance
• Explore ways to bridge policy and technology with a shared implementation framework
• Assess IG program strengths, weaknesses, and opportunities for growth
• Discover how to use the IGIM as a tool to drive organizational change and career advancement

A highlight of the workshop will be a mock Steering Committee meeting, where attendees will apply what they've learned in a collaborative, real-world scenario. You'll also have the opportunity to engage directly with some of the ARMA Members and Volunteers who contributed to the 2.1 update, gaining insights into both the model and its future direction.

Ideal for first-time InfoCon attendees and experienced practitioners alike, this workshop is your launchpad for deeper engagement with the IGIM and the IG profession.

May be eligible for up to 13 CEUs

Mastering Records Management in Microsoft 365
Saturday, October 18 - Sunday, October 19
9:00am - 5:00pm
Instructors:  Tyler Stang & Wyatt Liboiron

Join us for a two-day, immersive workshop designed to equip records and information professionals with a comprehensive understanding of Microsoft 365’s records management capabilities. Through a combination of instruction, guided configuration, and hands-on exercises, participants will explore core features in SharePoint Online and the Microsoft Purview compliance portal.
In a controlled training environment, attendees will learn how to configure SharePoint sites for records management, create and manage retention schedules, apply retention labels, and facilitate disposition reviews and approvals.

Whether you're planning a Microsoft 365 rollout or looking to improve governance within an existing environment, this workshop will provide the practical skills and foundational knowledge needed to manage records confidently and compliantly in Microsoft 365.

Key Takeaways:

• Learn how to structure SharePoint sites and libraries to support effective records management.
• Gain hands-on experience creating and applying Microsoft Purview retention labels and policies.
• Understand how to manage the full records lifecycle, including review and disposition workflows.
• Leave with practical configuration skills that can be applied directly in your organization.

May be eligible for up to 13 CEUs

Next-Level Leadership: Skills and Strategies for Rising RIM and IG Leaders
Saturday, October 18 - Sunday, October 19
Instructor:  Christopher Hockey

Technical expertise might get you in the door, but leadership skills move you forward. This engaging two-day workshop is designed for RIM and IG professionals who want to become stronger communicators, problem-solvers, and decision-makers. You’ll leave with a practical toolkit you can use immediately, including strategies for managing change, navigating conflict, leading cross-functional initiatives, and charting a career path with intention.

A highlight of the workshop will be a mock Steering Committee meeting, where attendees will experience first-hand how to effectively build a team across departments to work toward a common goal. Join peers who are ready to invest in their growth and take the lead.

May be eligible for up to 13 CEUs

From Resistance to Engagement: Rethinking IG Policies
Sunday, October 19
9:00am - 5:00pm
Instructor:  Lewis Eisen

We’ve learned that the stick doesn’t work.

You can push the “compliance” argument all year and see minimal results — because compliance doesn’t motivate most people. If barking orders like a supreme commander actually worked, we’d all be doing victory laps by now.

If you’re ready to be innovative and break from tradition, you can adopt a more modern approach — one that also makes your job a whole lot easier. IG is unlike other corporate functions. It’s often misunderstood across the organization and depends heavily on buy-in from people outside the IG team. For its programs to succeed, your policies need to overcome resistance — not trigger it. That means building a framework that reflects the realities of organizational pushback, and using language that invites cooperation instead of defensiveness.

In this hands-on workshop, we’ll explore how IG policies, standards, and procedures can either amplify silos and engender resistance — or serve as tools for building trust and collaboration. Through practical exercises and group discussion, we’ll work through a number of techniques for drafting statements that increase clarity and encourage buy-in.

Over the course of the day, we will cover how to:

• Build a flexible policy framework that keeps pace with change
• Eliminate duplication by restructuring key elements
• Strike the right tone — strict but not bossy
• Significantly reduce the time required for approvals. 

Whether you’re new to policy writing or have the battle scars to prove you’re not, this workshop will sharpen your skills and expand your toolkit. You’ll learn how to craft policies that not only tick the legal and regulatory boxes, but also help create a culture where people actually want to follow the rules — no cattle prod required.

You will walk away with:

• an understanding of the cultural dynamics that shape the success of IG policies
• a defensible methodology for scoping content: what to include and what to omit
• strategies for breaking down silos and integrating IG requirements into other organizational policies
• techniques for achieving the right tone — sounding strict without sounding bossy
• practical ways to link IG policies to enforcement mechanisms like employee discipline and internal audit

May be eligible for up to 6.5 CEUs

ARMA Volunteer Leadership Training
Sunday, October 19
9:00am - 12:00pm
Speakers:  Bill Bradford, Tyrene Bada, Samuel E. Haiduc, John Spencer

The chapter leadership training is an interactive training program for current and future ARMA chapter and volunteer leaders. This program will be presented by the Chapter Advisory Committee to assist ARMA’s leaders with skills that support their roles, enhance their leadership, and build their networks. 

Not eligible for CEUs