AIIP 30th Annual Conference - April 7-10, 2016

"Partnering for Success"

Detailed Program Schedule

Wednesday, April 6, 2016
Thursday, April 7, 2016
Friday, April 8, 2016
Saturday, April 9, 2016
Sunday, April 10, 2016
Monday, April 11, 2016

Register now for the conference

Wednesday, April 6, 2016

Time Description Location
6:00 pm Board Meeting (Closed)  Off-Site
6:45 pm Meet for Dine-AroundsOff-site
7:05 pmPirates Baseball (tickets required)Off-site

Thursday April 7, 2016

Time Description Location
8:00 am - 5:00 pm

Registration Open

William Penn Corridor
8:00 am - 12:45 pmCurrent Board Meeting (Closed) Carnegie 3 CL
11:30 am - 12:30 pmBoard Meeting (Open)Carnegie 3 CL

Conference Workshops: Requires Separate Paid Registration

8:00 am – 11:45 amResearch Beyond Your Borders: International Research on Foreign Companies, Individuals, Governments, Markets & Industries
Arthur Weiss
Parkview East CL 
8:00 am – 11:45 amDeclare Your Independence & Make the Move from Employee to Successful Business Owner 
Jocelyn Sheppard
Vandergrift CL 
12:45 pm - 2:45 pmWin/Loss Analysis: How to Clinch and Keep the Business You; Want Call to Action for Info Pros: Improve Your Client’s Bottom Line! 
Ellen Naylor
Parkview East CL 
12:45 pm - 2:45 pmLanding a Project... Then Nailing It: How to Win Assignments and Deliver Results Every Time
Ulla de Stricker & Cindy Shamel
Vandergrift CL 

3:00 pm - 3:50 pm

Partnering with Information Vendors and Business Services to Bring Members Value
Jan Knight

A popular AIIP benefit has always been the special value vendor deals we have arranged for our members. Over 25 information, research, and business service companies offer discounts on their services in return for opportunities to market and provide value to our members. 

Jan Knight, Chair of the AIIP Industry Relations Committee, provides an overview of the products currently in the program, discusses how they can be used to add value to our client work, and provides input from some of our most successful members on how vendor discounts have helped them grow their businesses. Jan shares findings of a recent member survey on the use of these products and describes the current efforts of the committee to incorporate additional products into our program. 

Handouts provide an at-a-glance look at our vendor partners and affiliates. The session should be of value to new and long-time AIIP members alike.

Riverboat WP

4:00 pm - 6:00 pm

First Timers Orientation
Mary Ellen Bates & Cindy Shamel

Is this your first AIIP Annual Conference? Welcome – we’re glad you made it! Cindy Shamel and Mary Ellen Bates are hosting this 2-hour session specifically for conference first-timers. 

Come and meet some of your fellow members and learn how to get the most value from the conference, how to effectively and memorably introduce yourself and your business, and how to enjoy yourself at the conference.

Phipps CL

4:00 pm - 5:00 pm

Non-First Timers Introductions Practice: Work Out  the Jitters!
Cathy Chiba & Anne Hengehold

Those who have previously attended AIIP’s Annual Conference know the joy—and likely jitters—of the Friday morning Introductions Session.

First Timers get a chance to practice in advance, and now you can, too! Your guides and coaches are Cathy Chiba and Anne Hengehold. In this relaxed and friendly session, they share their best tips for using the microphone, calming jitters, and connecting with audience members. Compose your 30-second spiel in advance and bring it to the session for a professional polish!

Riverboat WP
5:30 pm - 8:00 pmExhibits OpenSternwheeler WP 
6:00 pm - 8:00 pm

Opening Reception in the Exhibit Hall, with "Posters & Beyond" 

Poster Session: What’s Your Entrepreneurial Personality?
Valeria Hunter

Do you know your entrepreneurial personality? Visit this interactive poster session and learn your entrepreneurial personality type. The underlying research, adapted from Linda Rottenberg, Co-founder and CEO of Endeavor and Bain & Company, was reported by Harvard Business Review and documented in Crazy is a Compliment: The Power of the Zigging when Everyone Else Zags. Take away a personalized tip sheet of strengths and opportunities and use your personality type’s badge for networking with fellow info entrepreneurs during the conference.

The 2016 Independent Info Pro Industry Report
Mary Ellen Bates

Mary Ellen Bates produces a biennial market research report on the independent info pro
industry based on her in-depth survey of AIIP members and other independent info pros. She will have a new report available in time for the conference.  It is a tremendous tool for
benchmarking business and revenue information and identifying opportunities for growth. The “poster and beyond” features the highlights, 'aha' insights, and unexpected findings from the 2016 survey and provides a link to the full market report.

Sternwheeler WP 
7:45 pm  Meet for Dine-Arounds and Local EventsOff-Site

Friday April 8, 2016

Time Description Location
7:30 am - 8:30 am Breakfast in Exhibit Hall
Sternwheeler WP 
7:30 am - 5:00 pm Registration Open William Penn Corridor
8:30 am - 10:15 am Introductions & Awards
Three Rivers WP
10:15 am - 10:45 am Break in the Exhibits Hall
Sternwheeler WP 
10:45 am - 12:00 pm Roger Summit Award Lecture with Bruce Rosenstein

Creating a Compelling Future: Business and Beyond

Bruce Rosenstein presents an organized approach to flourishing in the future by examining five factors of individual and organizational success: 

1. Mindset. The future is created by today’s thoughts, actions, choices, commitments, and decisions. 

2. Leadership. Lessons from Leader to Leader authors such as Daniel Goleman, Margaret Wheatley, Peter Senge, and Frances Hesselbein. 

3. Identity. Viewing work through outcomes and benefits rather than functional titles.

4. Collaboration. Establishing your place within the “sharing economy,” the “creative economy,” and related constructs.

5. Growth. Thriving in an unforgiving age of zero guarantees.

Three Rivers WP
12:15 pm - 1:30 pm Birds-of-a-Feather Networking Lunch and break William Penn Ballroom  
1:45 pm - 3:00 pm Tips Roundtables in the Riverboat
Pick three 20-minute talks to attend.

The 5 Ps to Success: Planning, Partnering, Personality, Parties, and Perseverance were my Keys to Success in 6 Months.
Lynn Strand

Lynn Strand shares her 5 Ps to success as a “newbie” and explains how she used the 5 Ps to gain clients, new speaking engagements, and success in less than six months.

Be the change you want to see at AIIP.
Jane Langeman, incoming AIIP President  

Nothing changes unless we have new ideas and willing volunteer leaders. Step up and stand out as we tackle a new set of opportunities to advance our profession, our association, and our businesses. Join Jane Langeman to talk about where we are going and how you can be a part of the next wave of change for AIIP. Pull up a chair and join the conversation.

Get Your Head Out of the Clouds, Put Your Business There Instead: Top Tech + Tools for Solopreneur Business Success
Jennifer Burke

IIPs, like most solopreneurs, wear many hats in their business lives – Chief Financial Officer, Chief Marketing Officer, Chief Information Officer, and Chief Wastebasket Officer. But you do not, and should not, do everything. You need support and tools to let you do what do best – be an info pro. This session presents top tips, tech pointers, and tools to take advantage of the new cloud-based services and software that benefits small businesses and solopreneurs. Come to get a list of widely accepted or rated tools, recommendations from other solopreneurs, and my own favorites. Each group will add recommendations to our Solopreneur Success inventory, and we can share it with all AIIPers later.

How to manage your time when you cannot work a typical 9-to-5 day.
Beth Plutchak

Many of us go into business for ourselves because a typical office schedule is not feasible for reasons related to health or family. Beth provides tips and takeaways for setting goals and structuring time to have a productive workday regardless of the hours. In addition, she covers the advantages of informal working partnerships as a way to leverage our capabilities.

Primary Research Interviewing Tips and Techniques 
Judith Binder

Unfamiliar with primary research sourcing? Tongue-tied when your interview subject answers the phone? Unsure how to keep the conversation going? Clueless about closing a win-win discussion? One-on-one personal interviews are a smart method to gather information not found in secondary sources, but gathering useful business intelligence can be a challenge. John Nolan’s elicitation techniques can be added to your tool kit to increase the personal confidence that results in success.

Redefining Retirement.
Susanne Bjørner

Many AIIPers have successfully defined alternative, independent roles within the information professions and industry. Now, some of us are nearing the stage in our lives when one normally chooses “retirement.” But what is retirement for an independent information professional, and what can it be? This session outlines practical, professional, and psychological matters coming into play as one transitions from 100%-plus engagement in operating a business toward a role characterized by fewer work obligations.

A Solopreneur Offering Webinars for Pay and Play: Lessons Learned.
Matthew Von Hendy

Hear about my experiences in offering webinars over the course of the past year—the good, the not so great, and the totally unexpected­—and discuss yours. Have you thought about offering for-fee webinars to your client groups? Can you do the webinars by yourself? How much money can you make offering webinars? How do you market them? What other aspects should you consider?

Security, Encryption, Passwords, Backup, Devices and the Cloud.
Tom Wolff

Let's learn from each other about options and actions for protecting confidential client information. The issues include passwords and access to personal accounts online; security of cloud storage; loss or theft of laptop, desktop, or smartphone; and hard drive crash and data loss.

Riverboat WP
3:00 pm - 3:15 pm Break Sternwheeler WP 
3:15 pm - 4:30 pm "Flawless Consulting"
an Interactive Session led by Jeff Evans

The workshop is based on Peter Block's best-selling Flawless Consulting: A Guide to Getting Your Expertise Used (named the most influential book in the last century by Society for Human Resource Management and Association for Talent Development).

Experience highly interactive training with examples focusing on real-world business situations and engaging vignette discussions delivered with presence and passion. Become more confident by acquiring skills to enhance your ability to create positive business outcomes.

Three Rivers WP
4:30 pm - 5:30 pm

30th Anniversary Celebration in the Exhibit Hall, with last look at exhibits and "Posters & Beyond" 

Sternwheeler WP
6:20 pm  Meet for Dine-Arounds and Local Events Off-Site

Saturday April 9, 2016

Time Description Location
6:30 am - 7:15 am

Morning Walk led by Local Arrangement 

7:30 am – 4:00 pmRegistration Open William Penn Corridor 
7:30 am - 8:30 amBreakfast, with Final Raffle Drawing at 8:00 am
Three Rivers WP 
8:30 am - 9:30 am Collaboration: How AIIP Networking and Two Glasses of Wine Turned Into a New$letter
Joann Wleklinski & Marge King

Come hear about the real-life collaborative experience of two AIIP members and learn from it.

Capitalizing on each other’s strengths, Marge and Joann grew an idea initially conceived over a glass of wine at an AIIP conference into a revenue stream for each of their companies. Marge and Joann discuss how the effort began and then morphed into a joint venture and a product; in addition, they cover the process involved in starting a serial publication.

Three Rivers WP 
9:30 am - 10:30 am 60 Sites in 60 Minutes: Partnering With the Internet
Mark Goldstein & Marydee Ojala

Online services and web sites are essential to running an independent information professional business. In their rapid-fire style, Mark and Marydee cover some of the newest resource sites for information access, sites they find useful and important for running their businesses, and some fun ones they appreciate (as will you).

Three Rivers WP 
10:30 am - 10:45 am Break
William Penn Corridor
10:45 am - 11:45 am Five Common Mistakes Every Consultant Makes
Insights from Leona Mitchell

Digital disruption is transforming business models, creating new strategies to drive rapid growth and improve the client experience. As a result, the consulting industry is growing faster than ever before. As information consultants, we are uniquely positioned to help clients create an integrated digital strategy.

In this forum, we discuss how to bring immediate value to the client engagement model and how to avoid the five most common mistakes consultants make. There is definitely an “art and science” to consulting, and the ability to successfully navigate the “art” is what sets apart the most successful consultants in the industry.

Three Rivers WP 
11:45 am - 12:15 pm

12:15 pm - 1:30 pm AIIP Annual Business Meeting and Lunch Bob Hope Ballroom Mezzanine
1:30 pm - 1:45 pm Break
1:45 pm - 2:45 pm Partnerships: 5-Minute Real-Life Stories from AIIP Members
coordinated by Jocelyn Sheppard

No notes, no PowerPoint, no Q&A. You’re invited to tell us a personal story about a partnership you tried (or maybe regret not trying) and how the partnership changed your life.

Tell us about the good, the bad, the ugly, the funny, or the amazing of the partnership experience. Just be sure to include a driver (what made you consider the partnership?) and an outcome (how did it turn out?).

Otherwise the rules are simple: tell a true story, don’t use notes, and stick to the 5-minute time limit.

We’ll have time for up to 10 stories, so if you’re interested, start practicing your story and put your name in the hat at the conference.

If you have questions about preparing a story, contact Jocelyn Sheppard at

Three Rivers WP 
2:45 pm - 3:00 pm Break
3:00 pm - 4:30 pm Strength in Numbers: make the Most of Your Essential Success Partner                
presented by the Numbers Whisperer, Nicole Fende

As independent information professionals, you know the importance of having the right information to make great decisions. It’s what you provide your clients. It’s key to helping them succeed. But are you dealing with your financial information in a way that helps you succeed?

If you aren’t, or know you could do more, you’re not alone. An overwhelming percentage of independent consultants avoid doing the books, running the numbers, or even calculating a profitable price. It’s understandable, but your business deserves better. You deserve better. Your financials and your ability to understand and analyze your financial data are your essential "partners" for growing your profit and your success.

The fun, engaging, and inspiring session highlights the common challenges faced by independent consultants and shows clear methods to bust through profit blocks. Attendees will leave the session motivated to take action leveraging their new knowledge and tools. In addition, audience members will complete a few carefully crafted exercises to will help them internalize the information and provide a foundation for action after the keynote.

Three Rivers WP 
4:30 pm - 5:30 pm Past Presidents Tea 
(Invitation Only)
5:00 pm - 6:30 pm

No-Host Cocktail Hour with AIIP Give-Back recipient Center of Life Jazz Orchestra

Unwind with your colleagues and take advantage of sitting for a free professional headshot.

William Penn Ballroom 
6:20 pm Meet for Dine-Arounds and Local Events
Off site

Sunday April 10, 2016

Time Description Location
8:00 am - 9:00 amBuild your Local AIIP or Special Interest Group     
led by Ellen Naylor

Learn the benefits from meeting locally, beyond collegiality.  Learn the various venues people have selected for meetings, whether local, regional, or virtual.  Gain some tips for starting a local or special interest AIIP group, such as a mastermind group. This will be a brainstorming session, so expect to participate.
Riverboat WP
9:00 am - 10:00 am New Board Meeting (Open) Riverboat WP
 10:30am- TBA Local Touring 
10:30 am - 4:00 pm New Board Meeting (Closed) 

Monday April 11, 2016

Time Description Location
9:00 am - 11:00 am New Board Meeting (Closed)  

Sign up for social events 

Thank You to Our Sponsors!

Topaz Sponsor

American Economic Association

The AEA publishes seven prestigious economics journals including the American Economic Review. Libraries also subscribe to EconLit, a comprehensive database of essential economics sources including 1.3 million records and full-text linking options. Coverage includes articles, working papers, dissertations, books and reviews, and collective volume articles. More information:



Cynthia Hetherington

Conducting corporate investigations, due diligence and research for Fortune 500 companies, law firms and financial institutions.


Ruby Sponsor

Mary Ellen Bates

Mary Ellen helps fellow infopreneurs make a living doing what they love. She offers one-on-one strategic coaching, webinars and online courses to help independent info pros thrive. Download free resources at



Marilyn Harmacek

Creating Compelling Content through Research, Writing, Strategy and Management.


Topaz Sponsor

June Boyle

CeRCo means seek. Seeking information is what we’re all about. We help business leaders – and the consultants who advise them – get access to the right information in order to make critical decisions for their organizations.



Ruth Thaler-Carter

If you need a freelance writer, editor, proofreader or layout professional for articles, newsletters, brochures, annual reports, websites or other projects, I’ve done that on almost everything from A to Z.


Ruby Sponsor

Scott Attenborough

How content is published makes a difference. The right combination of technology, innovation and discipline will make all the difference. Your content is your capital - build it right - make it count. Visit Content Capital.



RBSC Corporation

We would like to thank RBSC Corporation for your Conference Specialty sponsorship and ongoing support of AIIP!



Marydee Ojala

We would like to thank Ojala Associates for your Conference Specialty sponsorship and ongoing support of AIIP!



Red House Consulting

We would like to thank Red House Consulting for your Conference Specialty sponsorship and ongoing support of AIIP!


Opal Sponsor

Michelle Rawl

Rawl Research, Inc. provides media research and analysis to companies interested in seeing how they stack up against their competitors. Public relations firms, medical organizations and government agencies use the targeted results to find new business and define their products or services. More information:



Jennifer Burke

Others may not understand all the communications and marketing challenges libraries and information professionals face. We do.


Amethyst Sponsor


We would like to thank ProQuest for your Amethyst Sponsorship and ongoing support of AIIP!



Ulla de Stricker

We would like to thank de Stricker Associates for your Conference Specialty sponsorship and ongoing support of AIIP!


Topaz Sponsor

Jane Langeman

Langeman Consulting helps academics, non-profits and associations leverage technology and data to make smarter decisions.



Michele Bate

We conduct public records research for due diligence, litigation support, senior level appointments, fraud investigation, dispute resolution, heir hunting and asset tracing in the UK, Ireland, plus European countries and offshore jurisdictions.


Summit Lecture

AIIP Past Presidents

AIIP thanks its Past Presidents for sponsoring the 2016 Roger Summit Lecture Award, featuring Bruce Rosenstein.

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