Personal Knowledge Management — Professional Know-how

Boston Knowledge Management Forum at Bentley University
A Symposium on Leveraging Knowledge

Thursday, October 22, 2009, 8:00 AM - 4:30 PM,

The Commons Room - Adamian Academic Center, Bentley Univ., Waltham, MA (Bldg. D on Map) Directions

$50 Pre-Registration Deadline Oct. 16 for pre-registration [click here to register and pay online OR bring cash/check; $60 for walk-ins with no pre-registration] The fee, includes a light breakfast and full lunch.

Moderator, Larry Chait, Managing Partner of Chait & Associates and former Chief Knowledge Officer of Arthur D. Little

We are increasingly bombarded with new information and knowledge.  Some talk about “information overload,” others about “information fatigue.”  We’re all faced with more and more “stuff”—and we aren’t sure how to save it, find it, and basically cope with it all.  How can you better deal with email?  With blogs?  With Twitter and Facebook?  With paper?  With files?  Already I’m feeling overloaded!!

Our upcoming Symposium at Bentley University was designed to help.  It is focused on Personal Knowledge Management (PKM)—a growing field of interest designed to help people cope with this explosion of information and knowledge.  To discuss PKM, we’ve assembled some familiar and some new faces, each with a unique perspective on the challenges of PKM.

Our speakers and panelists will include Patti Anklam, Net Work Consultant; Win Carus, President and Founder of Information Extraction Systems; Larry Chait, Managing Director, Chait and Associates; Doug Cornelius, Chief Compliance Officer, Beacon Capital Partners; Healy Jones, Head of Marketing, Pixily; Tom Iglehart, President and Founder, Care Commons, Inc.; David Goldstein, Managing Partner, Knowledge Management Associates; David Eddy, David Eddy and Associates; and Stever Robbins, the “Get-it-Done-Guy.”

Our speakers, moderators, and panelists will each have very practical information and examples to share.  Note that based on feedback from prior symposia, we are allowing plenty of time in our sessions for Q&A.  Please join us on October 22 for what promises to be yet another great Symposium!

Link to program readings

8:00- 8:30 Registration and Continental Breakfast
8:30 - Opening and Introductions

Presentation Speakers and Topics

Managing Your Personal Knowledge Network: Patti Anklam

The locus of knowledge has shifted over the past 15 years of “KM” – from being in “stuff” (artifacts, content management systems), to being in people (communities of practice, collaboration systems), to being in the network (constantly alive and moving around us, available directly and peripherally from our friends, colleagues, co-workers, and those we following on Twitter).  How we maintain and grow our personal networks – our personal net work – is a critical part of “personal knowledge management.”  Patti will put personal networks in context and then review practical techniques for maintaining personal networks.

Tools and Tips for the Knowledgable Practitioner: Larry Chait

Larry has assembled a collection of PKM tools and tips that he will share with the audience over the course of the day—and he’ll provide a wrap-up of what we’ve learned at the end of the Symposium.

Personal Knowledge Management and Compliance: Doug Cornelius

This session will follow Doug’s adventures through different approaches to personal knowledge management and different tools he has used, internally and externally.  In the beginning, there was the central repository, trying to capture internal knowledge.  Then, the consumer web showed us new tools for knowledge management.  Let’s see how these new tools have created new approaches to knowledge management.

Personal PKM Strategies: Dave Eddy, David Goldstein, and Stever Robbins (Panelists)

Eddy presentation on Contact Management

This panel discussion, moderated by Larry Chait, will begin with each panelist giving a short description some elements of his personal knowledge strategy.  Then the panelists and the audience will engage in a discussion of problems and challenges—and tools and techniques—for effective personal knowledge management.

Self-care: Knowledge Management in Everyday Life: Tom Iglehart and
Knowledge Management for Health
Win Carus

Researchers and healthcare providers agree that an informed person is a healthier person.  But where is the path from “novice” to “knowledgeable?”  Most consumers don’t understand medical language and don’t have the time or the ability to absorb the mass of health information that is so easily available.  Furthermore, rather than just “knowing,” they would rather be “doing.”  They are looking for tools to help them do the right things to avoid health problems.  We will look at the decision paths that consumers take today, the networks of help involved, and some of the emerging tools that help people access the knowledge they need to do the right things at the right times.

Becoming Paperless: Healy Jones

Healy Jones, the head of marketing for Pixily, an online document management company, will discuss the advantages of going paperless and the steps you can take to achieve the paperless office dream.  The concepts behind Pixily’s products apply both to companies and to personal knowledge management.  Removing physical paper from your life can not only reduce clutter, but can also increase your ability to access information and improve productivity.  Several technologies that you can use to reduce your dependence on paper and strategies to go paperless will be discussed.

3:15 - 4:00 Wrap-up: Larry Chait

Larry has assembled a collection of PKM tools and tips that he will share with the audience over the course of the day—and he’ll provide a wrap-up of what we’ve learned at the end of the Symposium.

After meeting posts

[Room is available for audience to network until 4:30 pm]

Registration

Speaker Biographies

Patti Anklam, an independent consultant currently doing business as Net Work, provides expertise in knowledge management with a specialty in collaboration, social networks, and social media.  Patti has over 40 years’ experience in collaboration software and knowledge management, and has been specializing in social networks since 2001.  Prior to becoming an independent consultant, Patti worked in high technology firms IBM, Digital Equipment/Compaq (now HP), and Nortel Networks. At Nortel Networks, she was the Director of Knowledge Management for Nortel’s Global Professional Services organization from 2000 to 2001.  Patti is a long-time member of the Boston KM Forum.

Win Carus is the Founder and President of Information Extraction Systems, Inc.  He has over twenty-five years of experience in the research, design, and development of multilingual text and speech natural language technologies for OEM and application markets (spelling correction, hyphenation, proofreading and grammar correction; language recognition; electronic dictionary and reference works; information retrieval; machine translation; speech recognition; and information extraction).  He is an inventor on over twenty patents in the field of natural language processing.  The IEBuilder™ Toolkit of natural language processing and information extraction tools draws on these years of experience: it combines statistical, machine-learning, finite-state and corpus-based techniques; integrates unstructured, semi-structured and fully structured knowledge sources; and incorporates user feedback.  He was formerly Vice President, Research, of Dictaphone’s Applied Language Technologies Group; Distinguished Scientist at Lernout & Hauspie, and Director of Research for Inso Corporation and the Software Division of Houghton Mifflin Company.

Prior to launching Chait & Associates, Larry Chait was a Corporate Vice President of Arthur D. Little, Inc. He built ADL’s internal, global Knowledge Management function and served as the firm’s first Chief Knowledge Officer. In that role, he oversaw the design, development, and implementation of the firm’s multi-million-dollar KM initiative. In his earlier consulting role at ADL, Larry led major engagements in change management, process improvement, and strategic IT planning for domestic and international clients ranging from start-ups to the Global 100. Larry has also authored 20 articles published in the US and abroad, lectured in MBA and post-graduate programs in five universities, and spoken at over 40 conferences on topics including knowledge management, process improvement, and the management of change. He is currently President of The Boston KM Forum, a community of practitioners that offers over 25 KM-knowledge-sharing events each year.

Doug Cornelius is the Chief Compliance Officer for Beacon Capital Partners, LLC, a real estate private equity firm.  He authors Compliance Building, a blog on compliance and business ethics.  Previously he was a senior real estate and knowledge management attorney at the law firm of Goodwin Procter, LLP.

David Eddy moved from programming to sales in 1988.  His initial contact management system was manila file folders and his territory was the US and Canada.  He quickly moved to a custom written PC based system and then to a single-user, Macintosh-based commercial system with a powerful tagging mechanism.  Today, he uses a client-server Macintosh system that contains 1,100 Accounts, 2,500 Contacts, 3,600 Notes and an even more powerful tagging mechanism.  Waiting in the wings is the ability to connect the database to his iPod Touch!

David Goldstein is Managing Partner and co-founder of Knowledge Management Associates.  For more than 20 years, David has been a widely quoted expert in business intelligence and knowledge management systems.  At KMA, David oversees all projects, and works closely with clients to understand business needs, assess upcoming challenges, and design leading edge technology solutions.  Before founding KMA, David was a professor in the information systems area at the Harvard Business School, the Sloan School at MIT, and the Boston University School of Management.  As a faculty member, he conducted research and provided consulting services for numerous Fortune 500 companies, including American Express and IBM.  David holds a B.Sc. degree from McGill University, S.M. and M.E. degrees from Harvard University and a Ph.D. from M.I.T.

Tom Iglehart began his career in Boston with the Massachusetts Department of Public Health.  He entered the software industry in the 1980s as an analyst and marketer of communication, business process, and database technologies, eventually becoming one of the key executives to drive 45x growth for one of the area’s most successful privately-held software companies.  Throughout this time, his academic and professional focus has been on the intersection of language, technology, information theory, coordination science, and related enabling technologies.  He is currently founder and president of medical informatics company Care Commons, Inc., and a member of the advisory board for the healthcare cluster of the Massachusetts Technology Leadership Council.

Healy Jones is the Head of Sales and Marketing for Pixily, an award-winning, online paper and document management company.  Pixily helps small businesses manage their paper and digital files through an easy to use, secure web-based system.  (Learn more about Pixily by visiting http://www.pixily.com)  Prior to joining Pixily, Healy worked as a venture capitalist with Atlas Venture, Summit Partners and other funds.  He also worked in investment banking with JP Morgan’s technology group in San Francisco.  Healy has an MBA from Wharton and an undergraduate degree from Dartmouth College.

As a consultant to people and companies, Stever Robbins advises on a wide range of workplace productivity and entrepreneurial issues.  He’s been involved in successful start-ups and new ventures at such companies as Intuit Corp.  He’s been a go-to expert on managing e-mail for more than five years, appearing in the Miami Herald, New York Times and NBC Nightly News.  His “Get-it-Done-Guy” podcast has been a Top 20 download at iTunes.  He has written for Harvard Business School Publishing, Entrepreneur Magazine, and the Boston Business Journal.  He received a bachelor’s degree from MIT, an MBA from Harvard Business School, and is a graduate of W. Edward Deming’s Total Quality Management program.  His website is <www.steverrobbins.com>.

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Advance registration is required to be eligible for the $50 for the full-day rate. Registration includes continental breakfast and lunch. After filling out the registration form, you may elect to pay using PayPal or you can mail your check to the address provided. Make the check payable to Boston KM Forum. We would appreciate prepayment to speed the on-site registration process. Note that this event is heavily subsidized by The Boston KM Forum to keep the cost within the reach of all KM practitioners. For walk-ins, $60 at the door, cash or check only. Click here to register.

Boston KM Forum wishes to thank the Bentley University, Elkin B. McCallum Graduate School of Business for its continued support of the KM series.

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To receive notices of upcoming events send a message to info@kmforum.org.

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