Sept. 12 2017 10:20 AM

Celebrating its 10th Anniversary, the DOCUMENT Strategy Forum (DSF) heads to Boston for its 2018 Conference & Expo

DSF ’18 is pleased to announce the 2018 Advisory Board, a group of forward-thinking executives charged with creating, managing, and directing the overall education program at the annual Conference. DSF ’18 will be held on May 21 - 23, 2018 at the Marriott Copley Place in Boston, MA. For 10 years, the DSF has been the industry’s first and only Peer-Driven, Peer-Reviewed, and Peer-Produced conference focused on creating and managing communications, content, and strategies to support customer experiences. DSF ’18 relies on the Advisory Board to deliver real-world solutions and valuable peer sharing through interactive panels, discussion groups, and case studies to help advance the strategic maturity of the industry as a whole.

The 2018 Advisory Board includes:
  • Kahtan Aizouki, Director, Imaging & Workflow Services, Sun Life Financial Services
  • J.R. Burnham, System Engineer, Progressive Insurance
  • Deanna Dorsey, Manager, Document Automation, Grange Insurance
  • Nancy Green, Assistant Vice President, US Customer Communication, MetLife
  • Kathy Jacobson, Senior Manager, Enterprise Correspondence, American Family Insurance
  • Fred Kam, Director, SPM for Client and Tax Reporting, UBS Financial Services Inc.
  • Heather Letts, Vice President & Senior Consultant, Compliance, Northern Trust
  • Kathi Molloy, Vice President, Records and Information Management, Federal Home Loan Bank of Chicago
  • DuPree W. Potter Sr., Vice President, Marketing Operations, Bank of America Merchant Services
  • Rex Price, Manager, Customer Communications Mgmt CoE, Unum
  • Thomas Serven, Vice President, Enterprise Data Governance & Management, State Street Corporation
  • Courtney Stone, Manager, Records and Retention, AMOCO Federal Credit Union
  • Janice Wilder, Director, Member Operational Communications, USAA
  • Melinda Zehr, Manager, Customer Advocacy, COUNTRY Financial
DSF ’18 is also excited to announce its continued partnership with strategy consulting firm Doculabs. For the past five years, Doculabs has produced the information management program offered at DSF ’18, building a peer-to-peer forum that is unrivaled in its focus on information practitioners and their real-world experiences.

“We have witnessed the fundamental changes in the way we do business, brought on by digital disruption. Increasingly, organizations are re-evaluating the way they leverage and manage their enterprise content to accomplish those goals,” said Allison Lloyd, Editor of DOCUMENT Strategy Media and Vice President of Conference Programming at DSF ’18. “Five years ago, we understood this imperative along with the vast array of content an organization holds, leading us to launch our information management program with Doculabs. Every year, Doculabs gathers 20+ top Fortune 500 companies to spearhead discussions straight from the trenches.”

“We are delighted to continue and strengthen our partnership as an advisor for DSF ‘18," said Joe Shepley, Vice President and Practice Leader at Doculabs in Chicago. "Increasingly, we see the future of enterprise content management (ECM) and the future of information security as part and parcel of the same effort. When organizations successfully keep their information house in order, there's a triple benefit: business efficiency, a platform for growth and innovation, and effective security and risk avoidance. This is why we’ve built our program around real-world professionals who are tackling these problems day-to-day and the key solution providers who are delivering products that address this increasingly important domain.”

Doculabs will produce two tracks at DSF ’18, their annual “Information Management Strategy” track and a second track focused on emerging trends and technologies called, “Transformation in Information Management.”

In 2018, the DSF Conference will focus on three emerging themes:
  • Disruptive Technologies
  • Transforming Processes
  • The Changing Regulatory Landscape
If you are interested in Speaking at DSF ’18, please visit To request information on Attending, Exhibiting, or Sponsoring DSF ‘18, please call 866.378.4991 or email

About DSF ‘18
DSF ‘18 is the premiere conference and expo for high-level business executives focused on their enterprise communications and information management strategies. DSF is produced by EventEvolution Management Inc., an event producer/management and consulting firm specializing in professional trade shows and conferences in both the B2C and B2B marketplaces, and DOCUMENT Strategy Media, the leading multi-media company focused on enterprise communications, enterprise content management, and information management strategies.

About Doculabs
Doculabs, Inc., is a strategy consulting firm that focuses on helping organizations develop information management solutions and strategies to make the most effective use of their content-based applications. The company has practices in enterprise content management (ECM), information security (InfoSec), customer communications management (CCM), information governance, and SharePoint/collaboration. Its clients include most of the organizations in the Fortune 100, representing a wide range of industries. For more information, please visit