Dave Boland is a director in the Knowledge Management organization for Deloitte Services LP and currently oversees the operations of the US Knowledge Management team. Dave joined Deloitte in 1999 to start an industry knowledge management program and has held various leadership positions within the knowledge management organization. Dave recently served as a channel director for the Research & Innovation organization representing a portfolio of services (i.e., knowledge management, intelligence, research, strategy development, and innovation) to firm leadership and most recently directed the knowledge and IP integration of a recently acquired Federal practice.

Dave started his career as an auditor and later moved into business consulting focused on strategy and operations services. He holds a Bachelor of Science in Accounting from the University of Missouri.

Tony Byrne oversees all Real Story Group's technology streams.

In 2001, Tony founded CMS Watch as a vendor-independent analyst firm that evaluates digital markting and workplace technologies and publishes research comparing different solutions head-to-head. Today Real Story Group covers ten different marketplaces, with a focus on customer experience technologies. 

Unique in the analyst industry, Real Story Group only works for technology buyers and never vendors.  RSG's vendor evaluations are considered the toughest in the industry, and research and advisory services for DX/CX stack owners offers unique candor and depth.

 

Mr. Conway was born in Corpus Christie, Texas, raised in Endicott, New York, and enlisted in the U.S. Army in December, 1973.  After serving 30 years in uniform, Chief Warrant Officer Five (CW5) Conway retired from the Army in February, 2004, and subsequently returned to military service as a Department of the Army civilian in March, 2004.  He has held positions within the CASCOM Deputy to the Commander for Training (DCT) Training Support Directorate as Chief of the Systems Integration Division; Chief, Lifelong Learning Branch of the Applied Technology Training Division (ATTD); and is currently working for the Deputy to the Commanding General (DtCG) as the Chief Knowledge Officer (CKO).  Mr. Conway's past and current DA civilian assignments have provided him with extensive experience in applying immersive simulations, interactive multimedia instruction, distributed learning, virtual teaming, social networking, and other knowledge sharing and learning processes, techniques and technologies to support a population of approximately 449,000 Army Sustainment/Logistics Soldiers and civilians around the globe.

He is passionate about recognizing change, and leveraging the knowledge economy, harvesting intellectual capital, enhancing individual/organizational learning, and stimulating creativity in order to develop talent, improve business processes, and optimize performance.  In his current position, this involves innovation, adaptability and achieving "knowledge agility" through a persistent environment of collaboration, knowledge sharing, and ubiquitous learning at the individual, team and corporate level.

Mr. Conway formal civilian education is in the field of business management, e-business and marketing, augmented by a wide background of military and civilian education, to include extensive training on Army Logistics Information Management Systems; Warrant Officer Basic, Advanced and Senior Staff courses; the Logistics Executive Development Course (LEDC); and a number of other Civilian Education System (CES) courses.  He is a Certified Knowledge Management (CKM) professional, Certified Knowledge Management Professional (CKMP), and continues advanced studies in the Knowledge Management, Innovation and Change Management field.  Mr. Conway is married and supported by his wife, Song, who works at Defense Supply Center Richmond (DSCR), and they have two children, a daughter working in the Education field, and a son employed by DOD and serving in the U.S. Marine Corps Reserves.

Russ is the Founder, President & CEO of Corridor Company, a Software Development and Consulting Company, focused specifically on Microsoft SharePoint and the Enterprise Content Management (ECM) industry.  Russ is an active industry analyst helping to define key industry trends by contributing to media outlets including HBR, CNBC, InformationWeek, CIO Magazine, AIIM Infonomics and KMWorld.  He is a featured speaker at industry conferences and sits on a number of emerging technology committees in the ECM industry. He is one of the originating members of www.sharepointgovernance.org, a non-profit, peer-to-peer site for organizations planning, introducing, and managing SharePoint.

In 2008, Russ also co-authored his first book titled "Nice Guys Can Get The Corner Office", published by the Penguin Group in 2008.  It has received international praise and he is regularly featured on TV, radio, magazine and podcast interviews.  Russ is also a regular blogger on CNBC and Huffington-Post as he reports on relevant management trends.

Martin Garland has over 20 years experience in the knowledge management industry focusing on sales, marketing and general management, with expertise in both start-up and turn around operations throughout Europe, the US and Asia Pacific.  One of the founders of Concept Searching, Martin is responsible for North American and International operations.

Mark Gilbert is a research vice president at Gartner. Gilbert is lead analyst on Microsoft SharePoint and covers content management, document management, document imaging and records management technologies.

Prior to rejoining Gartner in 2005, Mr. Gilbert was a general manager and vice president for Vignette, running the company's compliance solution organization. Before that, he was with Gartner from 1993 through 2004, and he established the Content Management research area in 1999. In the late 1980s, he ran his own marketing consulting firm.   He earned an A.B. from Cornell University and an M.B.A. from Yale University.

Jarrod Gingras is Real Story Group’s Managing Director and an analyst covering Digital Workplace and Marketing technologies. He is the author of The Right Way to Select Technology, published by Rosenfeld Media.

As a conference speaker and consultant, he regularly advises some of the world’s largest and most complicated enterprises on their enterprise information challenges.

Prior to joining Real Story Group, Jarrod worked as a web developer, information architect and user interface designer at a systems integration firm, where he developed user-focused content management strategies and solutions for clients in a multitude of industries.

Jarrod’s passions include following Boston’s sports teams, relaxing in Costa Rica with his wife Lindsey, and helping enterprises select the right technology for their unique needs.

Jill Hannemann is the Western regional lead for Avanade Advisory Modern Workplace. She is a recognized expert and frequent speaker in the topics of Microsoft 365 adoption, migration, governance, and information architecture. She brings over 15 years’ experience with information architecture design, taxonomy and metadata design, information governance, search, and enterprise content management system design to drive user adoption and return on investment. As a seasoned IT business consultant, Jill brings real life experience in the full development cycle for deployments and migration to cloud collaborative technology.

"Know what you know, know what you don't know, and never confuse the two." - The MCM Motto

Over the past 7 years I have had the pleasure of working extensively with SharePoint as an end user, developer, administrator, architect, business analyst, and consultant. In this time I defined, architected, developed, and implemented well over a hundred SharePoint solutions from small implementations of WSS on a single server, to 80,000+ user implementations in international organizations.

Technology, challenges, and business are the things I am most passionate about. These passions have resulted in me working with truly fantastic people who I admire, and respect for their dedication, intelligence, and generosity. I absolutely love learning, and have found that people seem to love teaching, sharing, and helping as much as I do. As a result I have a habit of getting involved in a great many community and professional events (organizing and presenting) which always leave me a bit smarter, stronger, more humbled and better off.

I hope to see you/speak with you at SharePoint Symposium as it's an amazing event where hundreds of people exchange and share experience, knowledge, and relationships to help us all become even better at our jobs and the things we are passionate about.

Ben Johnson is a senior manager with the Knowledge Management Platforms team of the Knowledge Management organization for Deloitte Services LP. Ben's expertise lay in project and program management with special emphases on: enterprise search; analytics; knowledge management platforms; enterprise taxonomy; technology strategy; enterprise applications; middle-tier business solutions; data visualization; SharePoint extension and client-based customization.

A certified PMP, Ben holds a Bachelor of Arts in Liberal Arts from Thomas Aquinas College (California), and a Master of Science in Chemistry from Northeastern Illinois University.

 

Rob Joy graduated from Bucknell University with a Bachelor's in Computer Science Engineering in 1991. He has spent his 18 year career in various roles associated with workflow and process management. In the early 90's he was a part owner of a Total Quality Management software company. The company created software to manage TQM efforts. Rob spent 13 years consulting companies with their Document Imaging, Workflow, ECM (Electronic Content Management), Records Management and BPM (Business Process Management) efforts. Rob spent the last 4 years at K2 and currently works as the Federal Architect for K2 Microsoft's leading BPM software Partner.

Dick has been the Executive Editor of Computers in Libraries magazine, published by Information Today, Inc., since 2007.  From 2001-2018 he also served as ITI's Vice President of Content.   

Prior to joining ITI, Dick was Executive Director of NFAIS (the National Federation for Advanced Information Services).  He held prior management positions with Chemical Abstracts Service—the producer of STN International—and the Macmillan Electronic Publishing Group.  Published widely—from scholarly journals to the popular press—Dick observes and comments frequently on the information industry and information technology.  

He holds a B.S., summa cum laude, and with Honors in Journalism, from Ohio University and an M.A. in International Communications from Ohio State.

Dan Kirsch, Ph.D. is a leading expert on Strategic Knowledge Management.  He helps organizations leverage knowledge assets for sustainable competitive advantage through highly effective knowledge management implementation strategy supported by knowledge management assessments, knowledge-gap analysis and organizational diagnostic performance analysis. 

Dan is the Chief Operating Officer of the Knowledge Management Professional Society (KMPro), is a member of its Board of Directors and is KMPro’s Certified Knowledge Manager (CKM) certification instructor.  He is also the president of Hudson Associates Consulting, Inc. and the President/CEO of Strategic KM Solutions, Inc., both providers of Strategic Knowledge Management services.  He has been consulting and training in knowledge management since 1993.  Dan holds a Ph.D. in management as well as the following certifications:  Certified Knowledge Manager (CKM); Certified Knowledge Environment Engineer (CKEE)™; Certified Knowledge Leader (CKL); Certified Knowledge Management Professional (CKMP); Master Certified Knowledge Management Professional (MKMP); CKM Instructor (CKMI); Certified Innovation Manager (CIM)®; Certified Professional Consultant (CPC).  Dan has provided key notes to numerous international conferences on knowledge management and innovation, and has facilitated and been member of multiple KM expert discussion panels. 

He has been involved in DoD and Army KM since 2003, and has served on several related KM advisory panels and “think tanks.”  In addition to his corporate clients, Dan has worked extensively throughout DoD providing consulting, training and KM certification for:  Joint Chiefs of Staff; NATO; SACLANT; 23 of the DoD 4-Star commands; four major Joint commands; nine Unified Combatant Commands; five Air Force MAJCOMs; all Naval Echelon Command levels as well as 2nd/3rd/5th/6th Fleets; Air Guard HQ; National Guard HQ; Navy Reserve HQ; Army HQDA Staff; all three Army Commands (ACOM); multiple Army Service Component Commands (ASCC); several Army Direct Reporting Units (DRU); Intel Centers, Cyber Commands, Education/Training Commands and SPECOPS of all services; multiple Canadian DND commands including Canada Command.  In total he has provided certification training for more than 226 DoD agencies, commands and activities, and has qualified hundreds of Chief Knowledge Officers (CKO) and Knowledge Management Officers (KMO) within DoD.  His CKM certification training is the only KM certification training ever specified as required continuous training within the Joint community (Ref: USJFCOM “Knowledge Management Officer KMO Qualification Checklist” Section 400 Continuous Training), and is the only KM certification training referenced in the only Joint KM TTP (USJFCOM “Knowledge Management Tactics, Techniques, and Procedures”). 

 

 

Rob serves content and collaboration professionals with research in the areas of information workplace and collaboration strategy. Rob delivers strategic guidance, helping enterprises define enterprise that drive efficiency and competitive differentiation. His current research focuses on core elements of collaboration strategy including collaboration platforms, workspaces and enterprise social strategy.

Rob comes to Forrester with many years of experience in enterprise software consulting, product marketing, product management, and strategy. Most recently, he was director of product management with Microsoft where he played a strategic role with Duet, a joint initiative brought to market with SAP. Prior to Microsoft, Rob was a senior director of product marketing with Oracle Corporation where he focused on Oracle's content, collaboration, portal and business intelligence offerings. He also spent fifteen years in consulting working for Lotus/ IBM and other global software services firms with a focus on corporate collaboration.

Rob holds a BA in Economics from The University of California, Davis.

James Lappin is an independent consultant and trainer in records management based in London, UK. He provides records management training for the European Commission, and SharePoint training (in the UK) for AIIM. 

James writes http://thinkingrecords.co.uk/ one of the most insightful and provocative blogs in the records and document management arena.  His blog posts assessing the records management functionality of SharePoint 2010 and 2007 are widely read worldwide.  He also contributes to three podcast series on records management:  ECM Talk (with Alan Pelz-Sharpe), Musing over MoReq2010 (with Jon Garde) and Records Management Today (with Elizabeth Lomas)

 

A former technical editor and writer for the Boeing Company, Hugh McKellar has more than 30 years of experience with the technical and business press in a variety of management roles. Prior to joining KMWorld as Executive Editor in 1999, Hugh developed business plans and content strategies for a number of B2B Web sites. He is a member of the founding board of governors for The George Washington University Institute for Knowledge and Innovation.

Corey J. Milliman is a Senior SharePoint Solutions Architect, with  extensive experience in implementing and deploying complex SharePoint solutions for  public and  private organizations in the Mid-Atlantic region. With ten years of experience in SharePoint and SharePoint deployment, Milliman is well-versed in implementing and maintaining SharePoint portals and sites as well as developing custom applications. His expertise and contributions to the SharePoint community have earned him speaking opportunities at technical conferences, symposiums, and user groups throughout North America.

 

As one of the chief gurus in knowledge management (KM), celebrated author of three best-selling books and the driving force for dozens of leading edge research projects, Carla O’Dell is at the epicenter of the best and brightest in KM. As CEO of APQC, an award winning, member-based nonprofit institution founded in 1977 and serving Global 1000, government, and nonprofit organizations, Carla has a unique perspective about what really matters in KM and how to make it work for your organization. Under Carla’s direction, APQC has long been recognized as a global leader in KM and is repeatedly named as one of KMWorld Magazine’s 100 Companies that Matter in Knowledge Management. The organization has been named eight times as one of North America’s Most Admired Knowledge Enterprises (MAKE) by TELEOS and The KNOW Network (awarded 2003-2004, 2007-2012). Carla has a bachelor’s degree from Stanford University, a master’s from the University of Oregon, and a doctorate in organizational psychology from the University of Houston.

http://www.apqc.org/speakers/dr-carla-odell

Joe Oebbecke is the TRADOC Chief Knowledge Officer.  His responsibility at TRADOC is to lead the commands KM effort to adapt its operations to the Army Enterprise Model through alignment of people, processes and technologies required for an effective learning organization to better support the linkage between the operating and generating force.  Prior to his current position, he served as a CSC Knowledge Management Strategist with Battle Command Knowledge System (BCKS), FT Leavenworth. 

Joe also serves as the Chief Knowledge Integrator for TRADOCs portion for the Army Warfighter Forum (WfF) initiative.  He is responsible for developing the TRADOC KM strategic plan that supports the TRADOC Campaign Plan (TCP) and the commands effort to institutionalize KM across the TRADOC MSOs and the Functional Centers of Excellence (CoE).  He has developed links between the Army WfF effort and the Joint, Interagency, Multi-national (JIIM) community.  He serves TRADOC as a member of several Department of the Army Business Transformation efforts and has led the Army’s efforts to develop a career path strategy for Army KM civilian and military professional and certified practitioners. 

Joe has served as the Chief, Joint Individual Training, and Program Manager Army’s Joint Knowledge Development and Distribution Capability (JKDDC) in the G3/5/7 at HQ, TRADOC.  In this capacity in collaboration with his Sister Service’s he led the Army’s effort to develop an Internet-based Knowledge Management Concept to deliver Joint training to individuals in the Armed Forces to support DoD Training Transformation (T2) including the Army portion of JFCOM’s Joint Knowledge Online (JKO) initiative.  The concept is designed to provide knowledge to the Joint Warfighter using innovative collaborative technologies and composite application technologies that socialize the learning process to close Joint training gaps.  He has authored research proposals to investigate soldier learning processes, developed opportunities to leverage KM technologies, including federated search capabilities, advanced user interfaces, improved business processes and other knowledge mining technologies.  This collaborative effort with the TRADOC Centers of Excellence (CoE) and Joint Center for Security Force Assistance (JCISFA) to improve CoE support to the Joint Warfighter.  He also championed an initiative to integrate Wounded Warriors into the KM process as SME, coaches, facilitators. He solicited support for this initiative from the Office of the Surgeon General (OTSG), Army Medical Department (AMEDD), Warrior Transition leadership, and Department of the Army General Officers to execute the program. 

Prior to working at TRADOC, he had over 15 years in business, serving as an company executive and corporate officer in two start-up companies—a high tech company content development and management company, and the U. S. subsidiary of a European aircraft manufacturer.  He was also a Director of Business Development in the consulting practice of PricewaterhouseCoopers prior to his entrepreneurial activities.  He has written professional articles covering benchmarking and knowledge management.  He holds a Mechanical Engineering and Management Science degrees. 

During his Army career he commanded a Signal battalion, two Combat Engineer companies, and an Artillery battery in forward deployed units.  He also served as the Armored Division Deputy G3 as well as on divisional Brigade and Battalion staffs in his overseas assignments.  He served as a Principal Military Assistant to the Secretary of the Army and served in the Office Chief of Staff, Army as a program analyst in PA&E.  He was a principal strategist with TRADOC’s Personnel Integrating Center and TRADOC’s Resource Management’s Chief Strategist prior to his retirement.  He is Airborne and Ranger qualified.  He is a graduate of the Army’s, Engineer Basic and Advanced Courses, Signal Advanced Course, Army CGSC, Air Command and Staff College, and the Industrial College of the Armed Forces.   

 

As VP & MD of VOCalis at Digital Clarity Group, Alan has extensive experience working with senior executives around the world in business and IT. He has managed international teams of consultants and analysts focused on a wide range of business application software projects.

His work encompasses channel and partner management, project and change management, digital transformation and content management.

Alan has given keynotes, speeches and runs workshops around the globe. He is regularly quoted in both the business and IT press, including the BBC, Wall Street Journal, The Register and TechCrunch. Over the course of his career he has written literally hundreds of reports and authored the first book-length study in 1999 of the then newly emerging Web Content Management (WCM) sector.

Prior to DCG, Alan was the Research Director for Business Applications at 451 Research, and prior to that he was a partner and analyst at Real Story Group. Alan’s career has encompassed both consulting and analysis work, running the Enterprise Content Management (ECM) consulting practice at Indian outsourcing firm Wipro and starting his IT career with 10 years as a freelance consultant in the Oil & Gas sector. Originally from the UK, Alan moved to the Boston area in 2002 to run the North American division of research firm Ovum and in time settled and now calls the US home. Alan studied at the University of Leicester in England and later trained as an analytical psychotherapist.

Alan lives in rural New England with his wife, youngest daughter, and their overweight cat. Alan volunteers time in prisons running Alternative to Violence (AVP) workshops for and with inmates. He is also a sometime screen actor and when he has the time loves to fence competitively (Sabre).

Richard Pinder is co-Founder and SVP responsible for Europe, Middle East and Africa. Richard has 20 years' experience in the knowledge and information management industry and has worked for a range of organizations, including Eastman Kodak, Microbank (now Sungard), and SilverStream Software (since bought by Novell).

Richard has a deep knowledge of the technologies that surrounds Smartlogic's solution: Content Management Solutions, such as SharePoint and enterprise search engines such as Google and FAST. He also has experience in information and knowledge management consultancy, having run TFPL, a leading UK Information Management consultancy practice.

Specializing on subjects such as 'findability', and applying taxonomies and ontologies into real life business applications, Richard helps clients build business cases and strategic road-maps to sell the business value inside the organization. Richard is very well placed to help teams at the tipping point of business change.

Bill Platt is a Senior Sales Engineer for Kofax.  He is responsible for supporting customers and Kofax Partners with Solution Implementation across a wide range of markets including Financial Services, Insurance, Healthcare and Government.  His area of specialization is the delivery of Kofax Solutions integrated with enterprise content management tools such as Microsoft SharePoint, IBM FileNet and EMC Documentum.  He is also a Business Process Management specialist currently holding certifications in Six Sigma, IBM WebSphere, Pega PRPC and IBM FileNet.  Bill brings more than 25 years of experience to Kofax in the global software technical sale arena.  Prior to joining Kofax, he was a Certified IT Specialist with IBM Corporation focusing on the Enterprise Content Management.  

Perry A. Puccetti is the President and CEO of The Triple-I Corporation, a privately held Management Consulting and Technology Solutions firm headquartered in Kansas.

He is a senior executive with more than 27 years of military and executive leadership experience with privately held and publicly traded companies - Fortune 100 and startup - in the government and commercial sectors. A graduate of the United States Naval Academy, with a Masters degree from the Johns Hopkins University, he has served around the world as a United States Marine Corps attack helicopter pilot.

He has served as project lead and subject matter expert for advance modeling and simulation based acquisition in support of the U. S. Marine Corps' Joint Advanced Weapon System program, lead and subject matter expert for the Assistant Secretary of the Navy, Research and Development Activity, Chief Engineer, Information Support Plan Lean Six Sigma project, and, has led numerous enterprise level transformation efforts.

Perry is the board Chairman for the Software and Information Technology Association of Kansas, a member of Senator Roberts' Advisory Committee on Science, Technology, and the Future, and the FiberKC advisory council for Google's ultra high-speed network.

An avid believer that culture is key to sustaining an organization's competitive advantage he believes that we need to significantly re-think our views on Human Capital, Knowledge Capital, and the use of disruptive technologies.

Lt Col David Sanchez, USAFR, Deputy PM, USAF Pilot Physician Program, is an Individual Mobilization Augmentee attached to the Pilot Physician Program for the Air Force Medical Service. Focused on the subject of metadata driven application of policies for both Information and Knowledge Operations. Lt Col Sanchez also serves as an Air Force Medical Service representative to various working groups is responsible for exploiting the SharePoint ECAL Suite Enterprise Agreement for the Air Force Medical Service by driving the ability to leverage automatic metadata tagging capabilities and Managed Metadata Services within SharePoint 2010.

Shawn Shell is the Executive responsible for Avanade’s Advisory Services practice in the mid-West. Shawn has spent nearly 30 years in the information technology field. For more than a decade, Shawn has concentrated on assisting his clients chart their journey to improved operations and employee productivity through various portal & collaboration solutions, as well as enabling operational technologies. He is an expert on SharePoint, Office 365, cloud-based application development, and IoT solutions. Shawn is also a Contributing Analyst for the Real Story Group and a frequent conference speaker.

Prior to Avanade, Shawn was a Vice President in Hitachi Consulting’s Digital Practice. He was also Founder & Principal Consultant at Consejo, Inc, held various leadership roles at Dell, was an adjunct professor in Rutgers University’s Department of Computer Science, and started his career at Warner-Lambert Company, now Pfizer.

You can follow Shawn on Twitter (@shawnshell)

 

Brad Teed, CTO of GimmalSoft, is a MCITP SharePoint 2010 Architect and subject-matter expert in the area of Enterprise Content and Records Management. With more than 25 years of experience in information technology, he  designed and implemented more than 25 production ECRM systems and participated in the implementation of 500-plus pilots/prototypes for strategic technology system implementations. His work includes experience in architecture and implementation of multiple industry-leading electronic document and records management systems including Microsoft SharePoint.

 

Judith Theodori is the enterprise content manager at JHU Applied Physics Laboratory and has been working on KM initiatives and content management for JHU/APL for the past 14 years. Her background includes more than 20 years’ experience in database design, intranet content management, and information architecture and enterprise content management. She has a BA in Labor Relations from San Francisco State University and an MLS from CUNY Queen's College. She also is a Certified Project Management Professional (PMP).