April Chapter Meeting - Spring Seminar - Draft

SPRING SEMINAR - Modern Approaches to IG: Best Practices and Case Studies
PRESENTED BY JOHN ISAZA - RIMON LAW

Description:

Overview of Legal & Business Drivers for Modern IG Practices

This session will cover historical and current drivers for IG best practices, including hot legal and business issues driving the changes. The session begins with historical drivers, followed by discussions of real-world concerns for IG professionals including uncontrolled data, privacy, data security and the newest concern, the role of artificial intelligence.

Case Studies: Approaches to IG Program Development 

This session focuses on determination factors of whether to apply the ARMA Principles or the IG Implementation Model to assess current state at an organization. The legal answer is: It depends! The session will conclude with a law firm case study and lessons learned from the exercise. Topics covered include key drivers, the role of the assessment models (i.e., The Principles vs. IG Implementation Model), a law firm case study, how to tackle assessment results, and common obstacles, outcomes and opportunities for growth. 

Case Studies - Success Factors 

This session focuses on the positive side of results from case studies in the financial sector (an investment advisory firm and a bank), including key success factors. Topics covered include first lines of defense, key success factors, and positive outcomes.

Wrap-Up and Open Discussion - Ask a Lawyer! 

The last 45 minutes of the day will be devoted to an open dialogue with the audience and the presenter. Bring your legal questions or concerns to the table. The session may be either moderated or simply a Q&A, depending on what the audience decides throughout the day. 

Bio: John Isaza is the founder of Isaza Law, a boutique law firm focusing on records & information management, information governance, privacy and AI. Prior to forming Isaza Law he was a Partner at Rimon Law, where he headed the Privacy, Records and Information Governance practice from his office in Boston. He is the co-founder of Information Governance Solutions (IGS) featuring Virgo™, a cloud-based software for records information management and global research, sold to Access Corp in January of 2020. Mr. Isaza is one of the world’s foremost experts in the field of privacy and information governance. He has developed global privacy, information governance and records retention programs for some of the most highly regulated Global 1000 companies. He is co-author of 7 Reasonable Steps for Legal Holds, 7 Steps for Legal Holds of ESI & Other Documents, a contributing author to the ABA’s Internet Law for the Business Lawyer, 2nd Edition, as well as Editor-in-Chief and co-author of Handbook on Global Social Media Law for Business Lawyers. Mr. Isaza is past co-Chair of the American Bar’s Social Media Subcommittee as well as the Consumer Privacy and Data Analytics Subcommittee, past Chair of the IGP Certification Board, and a Fellow of ARMA International. John is a graduate of the University of Florida (with High Honors in 3 years) and Boston College Law School. He is also fluent in Spanish (his native tongue), proficient in French and German, and currently learning Russian.