The NY ACEDS Metro chapter, the ARMA New Jersey chapter, and legal and governance professionals join together for a 90 minute roundtable presentation and discussion on best practices and lessons learned for professionals asked to create budgets and supporting documentation for internal projects, including information governance projects, data privacy assessments, website refreshes, and AI program development.

Sponsored by legal services company TCDi, the participants will reference the mind-budget connection complimentary budgeting resource, and cover the practical points to address for successful project funding and support, including:

• Budget Preparation, Cycle, and Process
• Tying Projects to Requirements and Reality – Business Needs and Outside Pressures
• Budget Spending, Tracking, and Characterization – Checking the Math
• Unbudgeted Funding – the Exception(s) to the Rule
• Resources and Benchmarking

Distinguished participants:

• Andy Cosgrove, Chief Strategy Officer (TCDI)
• Edwina Fernandez, Director – Lead Compliance Officer – Records Management Program (TIAA)
• Ann E. Gorr, Principal (Ann Gorr LLC)
• Rose Jones, Partner (King & Spalding)
• Kimberly Quan, Senior Manager, Information Security (Juniper)
• Joe Shepley, Managing Director (Alvarez & Marsal)
• James Sherer, Partner (BakerHostetler)
• Michelle Six, Of Counsel (Gunster)
• Andrea Webster, Associate Director, Legal Innovation & Operations (Novartis)