My Latest Article Published at Document Strategy Magazine

How to Get Your Information Governance Projects Funded

One of the big challenges for information governance professionals is getting buy-in from business stakeholders and sponsors for funding projects. Often, there is a perceived poor return on investment (ROI) that creates a lack of urgency or the impetus to move forward.

Frequently, this is a result of projects being positioned as compliance or workplace efficiency initiatives. I attended two recent presentations that offered some practical strategies to help information governance professionals align and present project initiatives in a way that will help get them funded. Read More…


I am excited to speak at the Franklin W. Olin College of Engineering. I will be speaking to the Grand Challenge Scholars.

Date: October 13, 2016
Time: 7:00 PM
Event: Managing The BP Gulf Oil Spill Information & Data at Dog Speed
Sponsor: Franklin W. Olin College of Engineering
Venue: Franklin W. Olin College of Engineering
Location: 1000 Olin Way
Needham, MA 02492
United States

Really looking forward to speaking at the ACMP Texas September Event – Houston. I will be presenting “Change When The Stakes Are High”

Date: September 29, 2016
Time: 6:00pm - 8:00pm
Event: ACMP Texas September Event - Houston
Topic: Change When the Stakes Are High: How Change Management Helped Support the BP Oil Spill Response
Sponsor: ACMP Texas
Venue: United Way
Location: 50 Waugh Drive
Houston, TX 77007
Public: Public
Registration: Click here to register.

New White Paper Published

Not if, But When You Get Hacked: Measuring and Proactively Managing Information Risk

business man out on a ledgeIf this is true, then what are organizations to do? These increased cyber security threats corporations face today is a big concern for Board members and CEOs. The Chief Information Security Officer (CISO) along with help from the Chief Privacy Officer, General Counsel (GC), and CIO are tasked with keeping the company safe and addressing this risk.

This new white paper sponsored by Active Navigation, discusses steps to assess these information risks with the goal of creating an Information Governance Scorecard and provides recommendations for establishing proactive monitoring of these risks as a vital first step to reduce the organization’s risk profile. Download Now!

Information Management Through the Eyes of an IT Auditor

My Latest Article for DOCUMENT Strategy

I spoke at the ISACA Houston Chapter’s Cyber Security Conference this week on the elements of a successful enterprise information management program for information technology (IT) auditors. There are elements of the organization’s information governance program that auditors should pay attention to when testing the efficacy of the program, the information management solution, and the controls that should be in place.


I will be presenting: Information Management: The Technology Doesn’t Matter
Any successful information management implementation requires people to be successful. It is not solely about the technology. Yes, technology is important but this presentation focuses on governance, frameworks, programs, the training and culture needed to successfully manage information in the enterprise and make the technology you choose succeed. Learn how to advise your customers on how best to manage information as a business asset, deliver on the promise of discovering new insights, keep the information secure, and create value from the information and data.
Date: August 25, 2016
Time: 08:00 AM - 5:00 PM
Event: ISACA Cyber Security Conference
Sponsor: ISACA Houston Chapter
Venue: University of Houston
Public: Public

What Will Leadership Look Like in 2030?

One of my good friends, Thornton May, has an interesting article: What Will Leadership Look Like in 2030?

It is an interesting question so I thought I would share what I think leadership should look like in 2030.

I think leadership needs to change over the next 14 years, but not in a way that makes it more remote or technologically enabled. True, some leadership functions, like Board meetings and interactions between management and directors can be virtual, but I think the day-to-day leadership of teams and companies need more hands on personal interactions.

If you agree, as I do, with John C. Maxwell’s definition of leadership as influence, nothing more, nothing less, then interpersonal interaction between leaders and their followers is needed more for effective influence. One of the ways leaders can make a huge impact on their followers and have great influence is to intentionally add value to them. I have found the most effective way to add value to them is in person not virtually.

Right now there is a leadership vacuum in our companies and organizations globally. Thornton posed the question in the article about how long can it take to train and develop a leader. Most MBA programs are not training leadership. They are teaching management theory and other business related disciplines, but few really teach leadership.

I think with an intentional personal and leadership development program put in place this can happen very fast. A year or two is reasonably possible. I have a mentoring program designed to do just that.

Besides thinking, writing and advising others about information management and information governance, leadership is an area I am equally, if not more passionate about.

I help organizations innovate, transform, and maximize the effectiveness of individuals by helping them improve their ability to lead, work together, select and develop their people.  In other words, I help them become more profitable. It all starts with better leadership.

Big Data: Real-World Challenges, Insight, and Business Value

I had the honor of participating in a panel discussion about big data at the DOCUMENT Strategy Forum (DSF ’16). The panel was moderated by Lane Severson from Doculabs, and I was joined by Carl Jaekel from Medical Mutual of Ohio and Declan Moss and Brett Collins from Navistar. We had a lively and very interactive discussion with lots of great audience participation. The only problem was we did not get very far on this very big topic, so I thought it would be useful to share some of my thoughts based on our discussion.

Read my thoughts about the discussion and what we did not get to cover in the session.