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Cheryl McKinnon – Speaker Bio


Current Contact Information:
Cheryl McKinnon – Founder/President of Candy Strategies Inc.

Email:          cheryl@candystrategies.com

Blogs:          AIIM Expert Blogs and Candy Strategies

Linked In:      http://www.linkedin.com/in/cherylmckinnon

Twitter:        @CherylMcKinnon

Skype           CherylLMcKinnon

SlideShare      http://www.slideshare.net/CherylMcKinnon

Cheryl has developed a keen interest in the challenges facing information professionals in the digital workplace.
Her specialties include research, writing, and educating business and technical audiences on the trends in content
and information management, social media for business and the rise the Web's 3 O's (open standards, open data
and open source).

Cheryl established Candy Strategies in 2010 to help companies make the jump to a more social and digital
workplace. Cheryl has served as VP of Marketing for AIIM, and has held senior positions with content
management vendors such as Nuxeo, OpenText, Hummingbird and PC DOCS. Cheryl has a track record of
market and requirements research in addition to experience in consulting and training. An active member of
industry associations such as AIIM and ARMA, Cheryl frequently contributes articles and opinions to online and
print publications and participates in industry conferences.




Recent Publications and Interviews:
June 2012
CMSWire: “Total Cost of Ownership: An Overview for Information Professionals”
Link

April 2012
CMSWire: “Digital Asset Management: Who is Preserving our Digital Legacy?”
Link

March 2012
DOCUMENT Media: “Social Technology and Business: Halves of a Whole?”
Link
February 2012
CMSWire: “What You Need to Know About Big Data Hype”
Link

January 2012
CMSWire: “When Social Meets Business: Andrew McAfee Insights”
Link

December 2011
CMSWire: “Digital Business and 2012 Preparedness: The Work that Needs to Get Done”
Link

November 2011
CMSWire: “Information Management on Demand: The Cloud Gives Rise to the Enterprise CMS Marketplace”
Link

November 2011
Credited by James Governor of Redmonk, Actuate/BIRT
“RFP Theatre” Video
Link

November 2011
Interviewed for “Sound Off: Best Open Source CMS Updates 2011”
Fierce Content Management
Link

October 2011
Interviewed for “Retention Policies Need to Balance Legal and Historical Requirements”
Fierce Content Management Link

October 2011
CMSWire: “Not Sitting at the Grown-Ups Table: What's Wrong with Records Management”
Link

September 2011
Guest Article - “Web Content Management's March to Democratization: An Open Source Perspective”
Fierce Content Management
Online article

September 2011
Interviewed in “Patriot Act Casts Shadow on Cloud Computing”
IT Knowledge Exchange, Tech Target
Online article

July 2011
Contributed Article – Information and Records Management Society Bulletin (UK)
“Open Source & Open Standards: the Next Generation of Enterprise Content Management?”
Online article
April 2011
Candy Strategies Whitepaper – ECM-as-a-Service: Are We Ready?
Online article

April 2011
Contributed Article – ARMA Metro NYC “Exchange” Newsletter
“ECM-as-a-Service: Are We Ready?”
Online article

March 2011
CMSWire
“Business Collaboration: Combining Open, Social and Content”
Online article

March 2011
SearchContentManagement.com
“Will the CMIS Specification Help Prevent a Digital Dark Age”?
Online article

February 2011
CMSWire
“Why Mobility is Central To ECM-as-a-Service”
Online article

February 2011
Fierce Content Management
“Is it Time to Start Thinking ECM-as-a-Service”?
Online article

November 2010
CMSWire
“Market Trends in Enterprise Content Management – Cheryl McKinnon Keynote at Nuxeo World”
Online article

November 2010
Gilbane Group
Interview with Cheryl McKinnon – Technology Trends 2011
Youtube Video

November 2010
ECM Connection
“Five Reasons (Other than Free) to Choose Open Source ECM”
Online Article

October 2010
Opensource.com
“From Information Overload to Dark Ages 2.0”
Online Article
October 2010
DOK. Technologien, Strategien & Services fur das Digitale Dokument
Magazine Article, “Social Media and the New World of Content Management”
October 2010 Issue, pp. 48-51.

AIIM Digital Landfill Guest Blog Post
“8 Factors to Consider When Evaluating a Next Generation ECM Platform”
September 29, 2010 – Online Article

CMSWire Guest Article
“Three Ways Mobile ECM Keeps An Information Management Strategy Agile”
September 20, 2010 – Online Article

CMSWire Guest Article
“Harvest Your Silos, Don't Smash Them: Information Agility with Open Standards”
September 15, 2010 – Online Article

Journal of Digital Asset Management
“An Interview with Cheryl McKinnon, Chief Marketing Officer of Nuxeo”
June 20, 2010 – Online Article

Interview with CMSCritic – Mike Johnston
June 2, 2010 – Online Article

OpenSource.com, Five Questions Series
“Leadership, Culture and Innovation: A chat with Cheryl McKinnon
April 11, 2010 – Online Article

CMSWire - “Week in Review: Girl Power...”
March 2010 – Online Article

Econtent Magazine - “Nuxeo Aims to Level the DAM Playing Field”
February 2010 – Online Article

Digital Landfill - “8 Things You Should Know about Open Source ECM”
AIIM Blog, December 2009
Online article

Profectio.com – www.www Interview Series
December 2009
Online article

Linux Pro Magazine
“Rose Blog Interviews: Cheryl McKinnon, CMO of Nuxeo”
with Rikki Kite – Online article

CMSWire, “Former Open Text-er Takes CMO Job at Open Source Nuxeo”
September 28, 2009 – interview by Irina Guseva
Online article
Fierce Content Management, “Cheryl McKinnon Leaves Open Text, Joins Nuxeo”
September 30, 2009 – interview with Ron Miller
Online article

KM World, “When Did Everyone Get So Nice? Social Networks Deliver on the KM Promise”
Interview with Andy Moore – online article
July/August 2009

KM World, “The New World of Social Media: Enterprise 2.0 in Action”
Whitepaper – online article
July/August 2009

Fierce Content Management
Online interview with Ron Miller “…Open Text Discusses Knowledge Management and Finding Experts”, June 25
2009

“Social Media for Enterprise” – Podcast co-presented with Lee Bryant of HeadShift
MP3 Link
June 2009

Daily Debrief Radio Show – Federal News Radio
“Making Web 2.0 and records management work together”
Online blog interview & podcast with Chris Dorobek and Amy Morris
June 2009

KM World, “Social Networking Gets Down to Business”
Interview with Judith Lamont – online article
June 1, 2009

IT World Canada, April 2, 2009 “ECM makes business processes efficient”, interview with Kathleen Lau on the
2009 AIIM State of the ECM Industry report
Online version

“Information Governance in a 2.0 World”, Financial Executive Magazine. March 2009 issue, pgs 57-59. (Online by
subscription only)


“Managing Information and Records in an Enterprise”, Chapter 2. E-Discovery: Creating and Managing an
Enterprisewide Program – A Technical Guide to Digital Investigation and Litigation Support. Edited by Karen
Schuler, Elsevier Inc., Syngress Press, 2009.

KM World Magazine
“Are You Ready for Enterprise 2.0? What Records Managers Need to Know”
Nov/Dec 2008 Issue
Link to Online Article

Guest Blogger for GTEC 2008 – Canada’s Government Technology Event
GTEC Blog Link – July 2008 – October 2008
Canadian Public Sector focus – Web 2.0, Collaboration, Government Content Management Trends

Government Computer News
“Group Think: Web 2.0 collaboration tools are connecting with government users”
July 28, 2008
Interviewed by David Essex
Link to Online Article

KM World Magazine
“Perspectives on Information Life Cycle Management”
July/August 2008 Issue, interview with Judith Lamont, pg 10-11.
Link to Online Article

ECM News Podcast
June 9, 2008
“Expert Advice – Governance Strategies for Enterprise 2.0”
With Dan Keldsen, AIIM Market Intelligence and Liz Kofsky, Open Text
MP3 Podcast URL

October 2007
“Reduce Risk to Institutional Memory” – Commentary
FederalTimes.com (also republished in Oklahoma Federal Executive Board “Interagency Connect” newsletter,
December 2007 )
Online Version

September 2007
“Is Your Corporate Memory and Competitive Advantage Walking Out the Door? Preparing for the Baby Boomer
Retirement Wave”

eTECHNews Article
Online Version
September 2007
“Is Your Corporate Memory and Competitive Advantage Walking Out the Door?
HR.Com Article
Online Version



September 27, 2007
“Building an Enterprise Vision for Content Management” - Whitepaper
KM World Magazine
Online Version

October 2006
“Is it Time to Take the Spotlight Off Compliance”? – Whitepaper
KM World Magazine, Volume 15, Issue 9
Online Version

April 2006
“Feeling Content with Content Management”? - article
Public CIO Magazine
Online Version

February 2006
“Taming the Compliance Beast” – interviewed by David Garrett
Processor Magazine, February 24, 2006 • Vol.28 Issue 8
Online Version

September 2005
“Governments Need New Ways to Manage Information Assets”
Municipal Interface Magazine, Volume 12, #4. - article
Online Version

June 2005
“Challenges Facing the Public Sector An Infrastructure for 21st Century Government”
KM World Magazine, Volume 14, Issue 6 – white paper
Online Version

June 2005
Round Table Discussion: “What Makes Government Different” – participant
With Andy Moore, editor KM World
Online Version

April 2005
“Foreign Affairs rolls out InfoBank to deal with e-mail glut” – interviewed
IT Business
Online Version

September 2004
KM World Supplement, “The RM Challenge of Electronic Communications”
Online Version

August 2004
Peer-To-Peer Magazine, “Looking Forward: The Evolution of RM”
Online Version
(Also republished in September 2004 eTECHnews Online and in Financial Express, India)

April 2004
“Round Table Discussion: Records Management” - Participant
KM World Magazine, Volume 13, Issue 4

November 2003
“Protect, Manage and Preserve: The Essentials of a Strategy for Electronic Records Management”. Municipal
Interface, November 2003 issue.
Online Version

September 2003
“A Year for the Records” - Participant
KM World Magazine Supplement.
Online Version

Recent Speaking Engagements:
May 2012 “Open Standards Means Open for Business”
Chicago – CMSExpo
Slideshare presentation

May 2012 “CMS for Goodness Sake: CMS Selection for Non-Profits” - Panel Moderator
Chicago – CMSExpo

March 2012
San Francisco – Keynote - AIIM Conference 2012
“From Information Overload to Dark Ages 2.0”

March 2012
San Francisco – Panel co-Moderator – AIIM Conference 2012
“Future of Content Management”

November 2011 “Open Source and Open Standards: Next Generation of IM in Canada”?
Ottawa, Canada – ARMA IM Days

June 1, 2011 “Open Source and Open Standards: What Information and Records Managers Need to Know”
Toronto, Canada – ARMA Information Management Symposium
Slideshare Presentation

April 5, 2011 “Open Source and Open Standards: The Next Generation of ECM?”
Brighton, UK
Information and Records Management Society
Slideshare Presentation

March 2, 2011 “ECM in an Interoperable World”
AIIM New England Chapter Seminar
Slideshare Presentation


January 18, 2011 “Open Source ECM”
Columbia South Carolina ARMA Chapter (virtual presentation)
SlideShare Presentation Link

December 2010 “Technology Trends – Keynote Panel Discussion”
Boston MA – Gilbane Conference

November 2010 “Market Trends in ECM – Keynote Presentation”
Paris, France. Nuxeo World
SlideShare Presentation Link and Keynote Video

September 2010, AIIM Fall Road Show – Educational Seminars
Boston, Toronto, NYC
“8 Things You Should Know About Open Source ECM”
SlideShare Presentation Link

August 2010 “ECM Meets Open Source”
LinuxCon Boston
SlideShare Presentation Link

June 2010 - “Transcending Geography and Generations: Social Media for Professionals”
Silicon Halton Meetup
SlideShare Presentation Link

May 2010 “CMIS: What is the Value to Business”
Gilbane San Francisco
SlideShare Presentation Link

May 2010 “Open Source ECM: Hip Not Hype”
Panel Discussion – Joint Meeting of NYC AIIM and ARMA Chapters – May 3, 2010
Blog Wrap-up of Event

January 2010 - “Social Networking: Strategies for Business”
Kitchener-Waterloo Chamber of Commerce
Slideshare Presentation Link

November 2009 - “Social Media 101: Where to Get Started for Customer Engagement”
Communitech, Waterloo
Marketing Peer to Peer Group
Slideshare Presentation Link

September 30, 2009
InfoTrends – Solutions Summit, Boston MA
“Generation Gap: Implications for the Next Generation Office”
Presentation online: Slideshare Link

April 28, 2009
Toronto - Ontario Public Sector Information Management Seminar
“What Do Records Managers Need to Know About Web 2.0
Presentation online: Link

April 14, 2009
Infonex – Electronic Records Management, Calgary, Alberta
“What Do Records Managers Need to Know About Web 2.0”

April 1, 2009
Philadelphia - AIIM Expo – ECM Vendor Panel Showdown
Represented Open Text on panel discussion on ECM trends

January 27, 2009
“Social Media in B2B Marketing” – Panelist
Strategic Marketing Peer to Peer Meeting, Communitech
Waterloo, Canada

October 2008
“Managing Corporate Memory: the Impact of Disruptive Forces in the Workplace”
GTEC 2008 – “Making the Shift to Government 2.0”
Ottawa, Canada

September 2008
RMAA – Records Management Association of Australasia
“What do Records Managers need to know about Web 2.0”?
Annual International Conference, Sydney, Australia

June 2008
ARMA Canada Conference, Fredericton
“What do Records and Knowledge Managers need to know about Web 2.0”?

January 2008
ARMA Toronto Chapter
“What do Records and Knowledge Managers need to know about Web 2.0”?

September 2007
Showcase Ontario, Toronto
“Managing Corporate Memory – Where Does an Enterprise Content Management Strategy Fit when Preparing for
the Impending Retirement Wave?”

June 2007
ARMA Canada Conference, Winnipeg
“Managing Corporate Memory during Periods of Employee Turnover”

January 2007
Infonex/AIIM Canada – Effective Records Management Conference, Toronto
“New Frontiers in Electronic Document and Records Management: Updates, Emerging Issues, and Practical
Solutions”

December 2006
ARMA NCR Chapter Fall Education Day - Ottawa
Plenary Session “The Importance of IT/IM Collaboration: Emerging Best Practices”

October 2006
ARMA International – San Antonio
Poster Session, “The Impact of Exiting Employees on Corporate Knowledge Retention”

June 2006
Federal Electronic Records Management Conference, Washington DC
Participant on Vendor Panel – Trends in ERM Best Practices and Technology

February 2006
“The Legal and Organizational Challenges of Managing Electronic Records”
GTC Southwest, Austin, Texas

September 2005
ARMA International – Chicago
Participant on Vendor Panel – Trends in Electronic Records Management

September 2005
“Trends in Information Management – A View of Global Standards and Best Practices: How Can Ontario Benefit?”
Showcase Ontario, Toronto, Ontario, Canada

June 2005
”Building an IM Infrastructure for the 21st Century: Trends in Government Sector”
MISA Conference, Windsor, Ontario, Canada

April 2005
AIIM Hawaii Chapter
“The Culture of Compliance”
Honolulu, Hawaii

December 2004
Best of California, Sacramento, CA
“Management of Sensitive and Secure Records”

November 2004
Georgia Digital Government Summit, College Park, GA
“Mobility Trends in Government”

October 2004
New Jersey Digital Government Summit, Princeton, NJ
“Strategies for Electronic Records Management”

October 2004
ARMA International, Long Beach, CA
Industry Intelligence Track, “The RM Challenge of Electronic Communications”

September 2004
“Correspondence Management”
Showcase Ontario, Toronto

June 2004
ARMA Canada, Vancouver
“Strategies for Electronic Records Management: Trends in Local Government”.

May 2004
“The Culture of Compliance”
LegalKey Covergence II Conference, Napa Valley.

March 2004
E-Content Institute, Toronto
“Correspondence Management”

October 2003
“Recognizing Value from a Shared RM/DM Repository: Canadian Government Perspectives”. ARMA International,
Boston, MA.

April 2003
“Benefits of an Integrated Content and Records Management Approach”. ARMA Nevada ISG, Reno, Nevada.

April 2003
“An Integrated Approach to Records Management”, Arizona State Library, Phoenix, AZ.

Recent Committee Work:
March 2011 – January 2012
Planning Committee – Ottawa Branch – AIIM First Canadian Chapter

May 2007 – March 2010
AIIM International – Standards Board Committee

May 2002 – December 2005
AIIM International. TR48/2004: Integrated Electronic Records Management Systems/Integrated Document
Management Systems.

Recent Recognition/Awards:

Top 50 “Most Powerful Voices in Open Source” - MindTouch, Inc.
March 2010

Top CMOs on Twitter – Social Media Marketing Magazine
monthly throughout 2010 ranked in top 30-35

MondoVille.com – Voted Toronto Area “Marketing Twit of the Year” for 2009

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Cheryl McKinnon - Speaker Bio

  • 1. Cheryl McKinnon – Speaker Bio Current Contact Information: Cheryl McKinnon – Founder/President of Candy Strategies Inc. Email: cheryl@candystrategies.com Blogs: AIIM Expert Blogs and Candy Strategies Linked In: http://www.linkedin.com/in/cherylmckinnon Twitter: @CherylMcKinnon Skype CherylLMcKinnon SlideShare http://www.slideshare.net/CherylMcKinnon Cheryl has developed a keen interest in the challenges facing information professionals in the digital workplace. Her specialties include research, writing, and educating business and technical audiences on the trends in content and information management, social media for business and the rise the Web's 3 O's (open standards, open data and open source). Cheryl established Candy Strategies in 2010 to help companies make the jump to a more social and digital workplace. Cheryl has served as VP of Marketing for AIIM, and has held senior positions with content management vendors such as Nuxeo, OpenText, Hummingbird and PC DOCS. Cheryl has a track record of market and requirements research in addition to experience in consulting and training. An active member of industry associations such as AIIM and ARMA, Cheryl frequently contributes articles and opinions to online and print publications and participates in industry conferences. Recent Publications and Interviews: June 2012 CMSWire: “Total Cost of Ownership: An Overview for Information Professionals” Link April 2012 CMSWire: “Digital Asset Management: Who is Preserving our Digital Legacy?” Link March 2012 DOCUMENT Media: “Social Technology and Business: Halves of a Whole?” Link
  • 2. February 2012 CMSWire: “What You Need to Know About Big Data Hype” Link January 2012 CMSWire: “When Social Meets Business: Andrew McAfee Insights” Link December 2011 CMSWire: “Digital Business and 2012 Preparedness: The Work that Needs to Get Done” Link November 2011 CMSWire: “Information Management on Demand: The Cloud Gives Rise to the Enterprise CMS Marketplace” Link November 2011 Credited by James Governor of Redmonk, Actuate/BIRT “RFP Theatre” Video Link November 2011 Interviewed for “Sound Off: Best Open Source CMS Updates 2011” Fierce Content Management Link October 2011 Interviewed for “Retention Policies Need to Balance Legal and Historical Requirements” Fierce Content Management Link October 2011 CMSWire: “Not Sitting at the Grown-Ups Table: What's Wrong with Records Management” Link September 2011 Guest Article - “Web Content Management's March to Democratization: An Open Source Perspective” Fierce Content Management Online article September 2011 Interviewed in “Patriot Act Casts Shadow on Cloud Computing” IT Knowledge Exchange, Tech Target Online article July 2011 Contributed Article – Information and Records Management Society Bulletin (UK) “Open Source & Open Standards: the Next Generation of Enterprise Content Management?” Online article
  • 3. April 2011 Candy Strategies Whitepaper – ECM-as-a-Service: Are We Ready? Online article April 2011 Contributed Article – ARMA Metro NYC “Exchange” Newsletter “ECM-as-a-Service: Are We Ready?” Online article March 2011 CMSWire “Business Collaboration: Combining Open, Social and Content” Online article March 2011 SearchContentManagement.com “Will the CMIS Specification Help Prevent a Digital Dark Age”? Online article February 2011 CMSWire “Why Mobility is Central To ECM-as-a-Service” Online article February 2011 Fierce Content Management “Is it Time to Start Thinking ECM-as-a-Service”? Online article November 2010 CMSWire “Market Trends in Enterprise Content Management – Cheryl McKinnon Keynote at Nuxeo World” Online article November 2010 Gilbane Group Interview with Cheryl McKinnon – Technology Trends 2011 Youtube Video November 2010 ECM Connection “Five Reasons (Other than Free) to Choose Open Source ECM” Online Article October 2010 Opensource.com “From Information Overload to Dark Ages 2.0” Online Article
  • 4. October 2010 DOK. Technologien, Strategien & Services fur das Digitale Dokument Magazine Article, “Social Media and the New World of Content Management” October 2010 Issue, pp. 48-51. AIIM Digital Landfill Guest Blog Post “8 Factors to Consider When Evaluating a Next Generation ECM Platform” September 29, 2010 – Online Article CMSWire Guest Article “Three Ways Mobile ECM Keeps An Information Management Strategy Agile” September 20, 2010 – Online Article CMSWire Guest Article “Harvest Your Silos, Don't Smash Them: Information Agility with Open Standards” September 15, 2010 – Online Article Journal of Digital Asset Management “An Interview with Cheryl McKinnon, Chief Marketing Officer of Nuxeo” June 20, 2010 – Online Article Interview with CMSCritic – Mike Johnston June 2, 2010 – Online Article OpenSource.com, Five Questions Series “Leadership, Culture and Innovation: A chat with Cheryl McKinnon April 11, 2010 – Online Article CMSWire - “Week in Review: Girl Power...” March 2010 – Online Article Econtent Magazine - “Nuxeo Aims to Level the DAM Playing Field” February 2010 – Online Article Digital Landfill - “8 Things You Should Know about Open Source ECM” AIIM Blog, December 2009 Online article Profectio.com – www.www Interview Series December 2009 Online article Linux Pro Magazine “Rose Blog Interviews: Cheryl McKinnon, CMO of Nuxeo” with Rikki Kite – Online article CMSWire, “Former Open Text-er Takes CMO Job at Open Source Nuxeo” September 28, 2009 – interview by Irina Guseva Online article
  • 5. Fierce Content Management, “Cheryl McKinnon Leaves Open Text, Joins Nuxeo” September 30, 2009 – interview with Ron Miller Online article KM World, “When Did Everyone Get So Nice? Social Networks Deliver on the KM Promise” Interview with Andy Moore – online article July/August 2009 KM World, “The New World of Social Media: Enterprise 2.0 in Action” Whitepaper – online article July/August 2009 Fierce Content Management Online interview with Ron Miller “…Open Text Discusses Knowledge Management and Finding Experts”, June 25 2009 “Social Media for Enterprise” – Podcast co-presented with Lee Bryant of HeadShift MP3 Link June 2009 Daily Debrief Radio Show – Federal News Radio “Making Web 2.0 and records management work together” Online blog interview & podcast with Chris Dorobek and Amy Morris June 2009 KM World, “Social Networking Gets Down to Business” Interview with Judith Lamont – online article June 1, 2009 IT World Canada, April 2, 2009 “ECM makes business processes efficient”, interview with Kathleen Lau on the 2009 AIIM State of the ECM Industry report Online version “Information Governance in a 2.0 World”, Financial Executive Magazine. March 2009 issue, pgs 57-59. (Online by subscription only) “Managing Information and Records in an Enterprise”, Chapter 2. E-Discovery: Creating and Managing an Enterprisewide Program – A Technical Guide to Digital Investigation and Litigation Support. Edited by Karen Schuler, Elsevier Inc., Syngress Press, 2009. KM World Magazine “Are You Ready for Enterprise 2.0? What Records Managers Need to Know” Nov/Dec 2008 Issue Link to Online Article Guest Blogger for GTEC 2008 – Canada’s Government Technology Event GTEC Blog Link – July 2008 – October 2008
  • 6. Canadian Public Sector focus – Web 2.0, Collaboration, Government Content Management Trends Government Computer News “Group Think: Web 2.0 collaboration tools are connecting with government users” July 28, 2008 Interviewed by David Essex Link to Online Article KM World Magazine “Perspectives on Information Life Cycle Management” July/August 2008 Issue, interview with Judith Lamont, pg 10-11. Link to Online Article ECM News Podcast June 9, 2008 “Expert Advice – Governance Strategies for Enterprise 2.0” With Dan Keldsen, AIIM Market Intelligence and Liz Kofsky, Open Text MP3 Podcast URL October 2007 “Reduce Risk to Institutional Memory” – Commentary FederalTimes.com (also republished in Oklahoma Federal Executive Board “Interagency Connect” newsletter, December 2007 ) Online Version September 2007 “Is Your Corporate Memory and Competitive Advantage Walking Out the Door? Preparing for the Baby Boomer Retirement Wave” eTECHNews Article Online Version September 2007 “Is Your Corporate Memory and Competitive Advantage Walking Out the Door? HR.Com Article Online Version September 27, 2007 “Building an Enterprise Vision for Content Management” - Whitepaper KM World Magazine Online Version October 2006 “Is it Time to Take the Spotlight Off Compliance”? – Whitepaper KM World Magazine, Volume 15, Issue 9 Online Version April 2006
  • 7. “Feeling Content with Content Management”? - article Public CIO Magazine Online Version February 2006 “Taming the Compliance Beast” – interviewed by David Garrett Processor Magazine, February 24, 2006 • Vol.28 Issue 8 Online Version September 2005 “Governments Need New Ways to Manage Information Assets” Municipal Interface Magazine, Volume 12, #4. - article Online Version June 2005 “Challenges Facing the Public Sector An Infrastructure for 21st Century Government” KM World Magazine, Volume 14, Issue 6 – white paper Online Version June 2005 Round Table Discussion: “What Makes Government Different” – participant With Andy Moore, editor KM World Online Version April 2005 “Foreign Affairs rolls out InfoBank to deal with e-mail glut” – interviewed IT Business Online Version September 2004 KM World Supplement, “The RM Challenge of Electronic Communications” Online Version August 2004 Peer-To-Peer Magazine, “Looking Forward: The Evolution of RM” Online Version (Also republished in September 2004 eTECHnews Online and in Financial Express, India) April 2004 “Round Table Discussion: Records Management” - Participant KM World Magazine, Volume 13, Issue 4 November 2003 “Protect, Manage and Preserve: The Essentials of a Strategy for Electronic Records Management”. Municipal Interface, November 2003 issue. Online Version September 2003 “A Year for the Records” - Participant
  • 8. KM World Magazine Supplement. Online Version Recent Speaking Engagements: May 2012 “Open Standards Means Open for Business” Chicago – CMSExpo Slideshare presentation May 2012 “CMS for Goodness Sake: CMS Selection for Non-Profits” - Panel Moderator Chicago – CMSExpo March 2012 San Francisco – Keynote - AIIM Conference 2012 “From Information Overload to Dark Ages 2.0” March 2012 San Francisco – Panel co-Moderator – AIIM Conference 2012 “Future of Content Management” November 2011 “Open Source and Open Standards: Next Generation of IM in Canada”? Ottawa, Canada – ARMA IM Days June 1, 2011 “Open Source and Open Standards: What Information and Records Managers Need to Know” Toronto, Canada – ARMA Information Management Symposium Slideshare Presentation April 5, 2011 “Open Source and Open Standards: The Next Generation of ECM?” Brighton, UK Information and Records Management Society Slideshare Presentation March 2, 2011 “ECM in an Interoperable World” AIIM New England Chapter Seminar Slideshare Presentation January 18, 2011 “Open Source ECM” Columbia South Carolina ARMA Chapter (virtual presentation) SlideShare Presentation Link December 2010 “Technology Trends – Keynote Panel Discussion” Boston MA – Gilbane Conference November 2010 “Market Trends in ECM – Keynote Presentation” Paris, France. Nuxeo World SlideShare Presentation Link and Keynote Video September 2010, AIIM Fall Road Show – Educational Seminars
  • 9. Boston, Toronto, NYC “8 Things You Should Know About Open Source ECM” SlideShare Presentation Link August 2010 “ECM Meets Open Source” LinuxCon Boston SlideShare Presentation Link June 2010 - “Transcending Geography and Generations: Social Media for Professionals” Silicon Halton Meetup SlideShare Presentation Link May 2010 “CMIS: What is the Value to Business” Gilbane San Francisco SlideShare Presentation Link May 2010 “Open Source ECM: Hip Not Hype” Panel Discussion – Joint Meeting of NYC AIIM and ARMA Chapters – May 3, 2010 Blog Wrap-up of Event January 2010 - “Social Networking: Strategies for Business” Kitchener-Waterloo Chamber of Commerce Slideshare Presentation Link November 2009 - “Social Media 101: Where to Get Started for Customer Engagement” Communitech, Waterloo Marketing Peer to Peer Group Slideshare Presentation Link September 30, 2009 InfoTrends – Solutions Summit, Boston MA “Generation Gap: Implications for the Next Generation Office” Presentation online: Slideshare Link April 28, 2009 Toronto - Ontario Public Sector Information Management Seminar “What Do Records Managers Need to Know About Web 2.0 Presentation online: Link April 14, 2009 Infonex – Electronic Records Management, Calgary, Alberta “What Do Records Managers Need to Know About Web 2.0” April 1, 2009 Philadelphia - AIIM Expo – ECM Vendor Panel Showdown Represented Open Text on panel discussion on ECM trends January 27, 2009 “Social Media in B2B Marketing” – Panelist
  • 10. Strategic Marketing Peer to Peer Meeting, Communitech Waterloo, Canada October 2008 “Managing Corporate Memory: the Impact of Disruptive Forces in the Workplace” GTEC 2008 – “Making the Shift to Government 2.0” Ottawa, Canada September 2008 RMAA – Records Management Association of Australasia “What do Records Managers need to know about Web 2.0”? Annual International Conference, Sydney, Australia June 2008 ARMA Canada Conference, Fredericton “What do Records and Knowledge Managers need to know about Web 2.0”? January 2008 ARMA Toronto Chapter “What do Records and Knowledge Managers need to know about Web 2.0”? September 2007 Showcase Ontario, Toronto “Managing Corporate Memory – Where Does an Enterprise Content Management Strategy Fit when Preparing for the Impending Retirement Wave?” June 2007 ARMA Canada Conference, Winnipeg “Managing Corporate Memory during Periods of Employee Turnover” January 2007 Infonex/AIIM Canada – Effective Records Management Conference, Toronto “New Frontiers in Electronic Document and Records Management: Updates, Emerging Issues, and Practical Solutions” December 2006 ARMA NCR Chapter Fall Education Day - Ottawa Plenary Session “The Importance of IT/IM Collaboration: Emerging Best Practices” October 2006 ARMA International – San Antonio Poster Session, “The Impact of Exiting Employees on Corporate Knowledge Retention” June 2006 Federal Electronic Records Management Conference, Washington DC Participant on Vendor Panel – Trends in ERM Best Practices and Technology February 2006 “The Legal and Organizational Challenges of Managing Electronic Records”
  • 11. GTC Southwest, Austin, Texas September 2005 ARMA International – Chicago Participant on Vendor Panel – Trends in Electronic Records Management September 2005 “Trends in Information Management – A View of Global Standards and Best Practices: How Can Ontario Benefit?” Showcase Ontario, Toronto, Ontario, Canada June 2005 ”Building an IM Infrastructure for the 21st Century: Trends in Government Sector” MISA Conference, Windsor, Ontario, Canada April 2005 AIIM Hawaii Chapter “The Culture of Compliance” Honolulu, Hawaii December 2004 Best of California, Sacramento, CA “Management of Sensitive and Secure Records” November 2004 Georgia Digital Government Summit, College Park, GA “Mobility Trends in Government” October 2004 New Jersey Digital Government Summit, Princeton, NJ “Strategies for Electronic Records Management” October 2004 ARMA International, Long Beach, CA Industry Intelligence Track, “The RM Challenge of Electronic Communications” September 2004 “Correspondence Management” Showcase Ontario, Toronto June 2004 ARMA Canada, Vancouver “Strategies for Electronic Records Management: Trends in Local Government”. May 2004 “The Culture of Compliance” LegalKey Covergence II Conference, Napa Valley. March 2004 E-Content Institute, Toronto
  • 12. “Correspondence Management” October 2003 “Recognizing Value from a Shared RM/DM Repository: Canadian Government Perspectives”. ARMA International, Boston, MA. April 2003 “Benefits of an Integrated Content and Records Management Approach”. ARMA Nevada ISG, Reno, Nevada. April 2003 “An Integrated Approach to Records Management”, Arizona State Library, Phoenix, AZ. Recent Committee Work: March 2011 – January 2012 Planning Committee – Ottawa Branch – AIIM First Canadian Chapter May 2007 – March 2010 AIIM International – Standards Board Committee May 2002 – December 2005 AIIM International. TR48/2004: Integrated Electronic Records Management Systems/Integrated Document Management Systems. Recent Recognition/Awards: Top 50 “Most Powerful Voices in Open Source” - MindTouch, Inc. March 2010 Top CMOs on Twitter – Social Media Marketing Magazine monthly throughout 2010 ranked in top 30-35 MondoVille.com – Voted Toronto Area “Marketing Twit of the Year” for 2009