In today’s rapidly evolving information landscape, Records and Information Management can no longer thrive as an after‑the‑fact, compliance‑driven function. We have to be empowered to transform a program from being reactive responders to proactive, embedded strategic partners across the enterprise. We’ll explore how RIM can integrate seamlessly into core business processes by building strong partnerships with functional areas such as Internal Audit, IT & Security, Legal, Privacy, and more. We’ll talk about practical, actionable approaches for elevating the visibility and influence of RIM throughout the information lifecycle—from system implementations and vendor management to audits, controls, data governance, and emerging technologies. And by the end, you’ll learn how proactive RIM involvement reduces organizational risk, improves data quality, prevents costly rework, and drives long-term compliance. Whether your organization is just beginning this transition or refining an established program, this presentation offers a forward-thinking, practical blueprint to expand the value of RIM and strengthen your organization’s overall governance posture.

Our Speaker 
Shannon Peterson, CRM/CIGO, IGP, serves as the Global Director of Records Information Management at Crawford & Company, the world’s largest independent provider of claims management services with operations in more than 70 countries. With over 15 years of experience in Records and Information Management (RIM) and Information Governance, Shannon has led transformative initiatives across the insurance, financial services, legal, and utility sectors. Her recent work includes designing Crawford’s global records management framework, establishing enterprise-wide RIM policies, and developing the company’s comprehensive global retention schedule. A long-standing and engaged member of ARMA, Shannon has contributed to the Greater Kansas City ARMA Chapter in multiple leadership roles. Known for her practical, strategic approach to information governance, she is committed to advancing the profession and helping organizations unlock the full value of their information assets. Outside of work, Shannon is an avid dog lover who shares her home with two energetic companions—a spirited corgi and a delightfully goofy super-mutt. LinkedIn: www.linkedin.com/in/shannonvaughanpeterson