Overview
A lawyer by education and training, and a consultant by nature and experience, Tom works to assist organizations with their information governance, privacy, and artificial intelligence governance programs. Tom takes a complex array of laws, regulations, and requirements and strives to create policies, procedures, and programs that are easy to understand, implement, and monitor.
Tom has worked with a wide variety of industries, including those associated with the automotive industry, banking, consumer products, entertainment, financial services, gaming, government advocacy, hospitality, insurance, medical devices, pharmaceuticals, religious organizations, software developers, and telecommunications. Each one of these organizations has unique legal and business requirements that Tom incorporates into their information governance programs.
Regularly sought after for his thought leadership, Tom has spoken and written on a variety of information governance topics, including the intersection of information governance with privacy and artificial intelligence, global and international issues associated with information governance, and topics associated with ethics in the industry. Tom is also a two-time award-winning publisher of articles associated with information governance, having won the Britt Literary Award in 2021 and 2022.
Honors
- Britt Literary Award Winner, 2022, “The Impact of Data Protection Laws on Your Records Retention Schedule”
- Britt Literary Award Winner, 2021, “Which Records Should We Retain in Paper: A Global Guide to Media, Location, and Transfer Compliance”
News & Insights
Publications
- “IA Before AI: Manage AI Risks with Information Governance,” Harbor Global Brief, 2024
- “Which Records Belong to the Client? State Survey of Client File Approaches”, Harbor Global Report (2024)
- “Records Managers—Become the Easy, Adjustable, Reliable Tool of the Organization,” IM Magazine by ARMA, 2023
- “The Impact of Data Protection Laws on Your Records Retention Schedule,” IM Magazine by ARMA, 2022
- “Which Records Should We Retain in Paper: A Global Guide to Media, Location, and Transfer Compliance,” IM Magazine by ARMA 2021
- “ROT or Not? How a Records Retention Schedule Can Reduce the Garbage, Risks, and Costs,” IM Magazine by ARMA, 2017
- “Tips for Globalizing a U.S. Based Records Retention Schedule”, IM Magazine by ARMA, 2016
- “Minimizing the use of Trigger Events to Increase Records Retention Compliance,” IM Magazine by ARMA, 2016
Presentations
- The IG Professionals Role in the AI and Data Privacy Revolution, ARMA InfoCon October 2024
- AI and the Art of Information Governance, Harbor Webinar July 2024
- Data Privacy Day, 2024 Privacy Outlook, IAPP Charlotte KnowledgeNet February 2024
- When Paper Records are Required (and When Electronic Records are Preferred), ARMA InfoCon October 2023
- Keeping up with Changing Privacy Laws and Their Impact on Your Organization, ILTACON August 2023
- All Sides Now – What is the Right Retention Period, ARMA InfoCon October 2022
- The Impact of Data Protection Laws on Your Records Retention Schedule, ARMA InfoCon October 2021
Involvement
Professional Associations & Memberships
- Mecklenburg Bar Association, 2009 – Present
- ARMA International, 2011 – Present
- ARMA – Charlotte / Piedmont, 2011 – Present, Former President of Chapter
- International Association of Privacy Professionals, 2020 – Present
Civic & Community Service
- Lunch with Lawyer Program, Mecklenburg Bar Association, 2024
Practices
Education
- Charlotte School of Law, J.D., magna cum laude, 2009
- Central Michigan University, B.A., 1993
Certifications:
- Certified Records Manager (CRM), ICRM – 2014
- Certified Information Privacy Professional / US (CIPP/US), IAPP – 2020
- Certified Information Privacy Manager (CIPM), IAPP – 2022
Admissions
- North Carolina, 2010
*Admitted to practice in North Carolina. Not admitted to practice in Florida
