Iltacon Recap – Governance Things


Governance Things at Iltacon 2022 – Peer led Session

Summer is now behind us, and the calendar has turned to fall. But we’re still reveling in FileTrail’s experience at ILTACON 2022 last month where our “Governance Things” program was a great success!

The entire FileTrail team at the Gaylord National Harbor enjoyed visiting with conference attendees at the exhibit hall opening reception and throughout the week. Congratulations to the winners of our prize drawings and thank you to everyone who stopped by our booth!

We were also pleased to host several intimate networking opportunities including cocktail hours and private dinners while at ILTACON. After being apart (or together only virtually) the past couple years, we certainly enjoyed reconnecting and engaging in great conversation with clients and members of the broader ILTA community.

For many of us, the highlight of our ILTACON experience was the time spent with member attendees and partners in our breakout room, which featured our “Governance Things” program. This included product demos, a presentation of our product road map and several standing-room-only learning sessions led by an impressive roster of industry experts.

Our exclusive series of peer-led sessions on the IG issues and challenges facing legal professionals today featured industry leaders in records management, information governance and IT consulting. These respected experts shared their knowledge and expertise, including best practices for advancing IG programs based on their firsthand experience.


Session topics and speakers included:

Successful IG – Importance of Cross-Departmental Collaboration

It takes a village to develop, implement and maintain successful information governance. The education, buy-in and collaboration of everyone within an organization are required, so constructive relationships between departments are the key to success. Attendees of this session learned how our panel of experts has identified challenges and opportunities and applied strategies and techniques to build a collaborative relationship, met program objectives and added value to their firms.


  • Leigh Isaacs, Director Information Governance, DLA Piper
  • Al Zidwick, Manager Applications Engineering, DLA Piper
  • Kathleen Jimenez, Information Governance Manager, White & Case

Interested in advancing your firm’s information governance program? Learn about FileTrail’s Legal IG solution or contact us for a consultation.

Matter Mobility – A Success Story in Automating File Transfers

This session offered a view into one firm’s success in streamlining client file transfers. The speaker outlined how her firm updated its protocols and implemented change and how automation is helping simplify and speed the process for improved results.

Speaker: Charlene Wacenske, Director of Records & Information Governance, Morrison & Forrester

Learn more about FileTrail’s Matter Mobility solution or contact us to read the case study shared.

Disposition Matters – Benefits of Following IG Policies for Disposal of Old Records

The first step to successful information governance is creating policy. And while it’s an important starting point, what really matters is what you do from there. This discussion outlined how executing policy, particularly with respect to disposition of records and documents, is where a firm achieves success. Attendees heard about the benefits of following established IG policies and why it’s important to get started sooner rather than later.


  • Barbara Dalton, Director of Information Governance, Honigman
  • Leigh Isaacs, Director Information Governance, DLA Piper
  • Carol Volle, Director of Information Governance, Taft Stettinius & Hollister

Download the session presentation here. Or learn about FileTrail’s Legal IG solution.

Policy & People – Lessons Learned in Successful IG Implementation

Looking for the keys to implementing an information governance program? In this session, attendees heard about one firm’s experience transforming the structure of both its policies and its records management team which led to success, including lessons learned with policy creation and retention, how to be agile and improve efficiencies and staying ahead of the curve with policy implementation.

Speaker: Myka Hopgood, Senior Director, Strategic Legal Innovation, Dykema

Download the session presentation here. Or learn about FileTrail’s Legal IG solution.

Don’t Let Lateral Moves Bog You Down – Steps to Improve Onboarding and Offboarding

Attorneys on the move? This session focused not just on the benefits of automating client file transfers, but the steps to take in improving both onboarding and offboarding laterals.

Speaker: Judy Berman, Global Director, New Business Intake and Information Management, Shearman & Sterling

Download the session presentation here. Or learn more about FileTrail’s Matter Mobility solution.

Invest in Records Management – It’s Finally Time

If your firm still uses a legacy records management system, what is stopping you from upgrading? FileTrail partner Affinity Consulting presented this session about overcoming obstacles in migrating to a modern Records Management solution.


  • Beth Thompson, Director of Client Engagement, Affinity Consulting
  • Ron Warman, Partner, Affinity Consulting

Want to modernize your records management program? Learn about FileTrail’s Legal RM solution.

FileTrail is immensely grateful to all our clients, partners and friends who shared their time and expertise to present and participate in these engaging sessions. We found them incredibly valuable and hope all attendees did as well.

If you missed any of these but are interested in learning more about the presentations and discussions, please contact us today. We aim to continue moving Records Management and Information Governance forward and sharing more knowledge and insights at ILTACON 2023!

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