My 365EduCon Seattle 2022 session lineup!

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365EduCon Seattle (formerly known as SPFest Seattle) is an in-person educational event coming to Seattle from May 9-13! I’ll be there talking about compliance!

Registration is open – why not register today?! Please use my code, Klein, to receive $100USD off the price of admission!

I’m giving a half-day workshop with Erica Toelle and 3 individual sessions throughout the week – all focused on my favorite topic… compliance. I’m busy prepping my presentations right now and can’t wait to share them with you!

Here’s what the workshop and sessions are all about… check out the link here for the full conference agenda.

Workshop: WRK602 – Office 365 Data Governance Hackathon

When: Tuesday, May 10 from 1:30-5PM

Workshop facilitators: Erica Toelle and myself

Synopsis: We know that data governance situations are unique for your company and can be complex. Data governance covers a collection of solutions like retention, data loss prevention, classification, records management, eDiscovery and overall reporting for your data. Do you have a data governance scenario you need a plan or answer for? In this workshop, we will build out solutions live using the scenarios you bring to us.

We’ll start the workshop by discussing the data governance features in Microsoft 365. Once we set the framework, we’ll ask you to contribute your scenarios or situations and we’ll work together to build a solution or plan live, during the workshop. This will provide attendees a real-world answer to their data governance question(s). A Data Governance hackathon!

Session: CM103 – SharePoint Syntex: An AI Model Walk-thru

When: Wednesday, May 11 at 1:40PM

Synopsis: SharePoint Syntex is the first project released out of Project Cortex and is a significant step forward in providing the ability to intelligently identify content across your Microsoft 365 environment.

Unstructured content is being produced at an exponential rate in our modern workplaces today and we need a way to manage it at scale by providing structure (content types and metadata) and governance (security and compliance controls) to it.

To demonstrate this new capability, Joanne Klein will walkthrough a practical example of using a SharePoint Syntex AI document understanding model to intelligently identify Statements of Work across SharePoint libraries. The walkthrough will cover setup, training, and deployment.

SharePoint Syntex. It’s almost magic.

Session: CM201 – A Primer on Retention Scopes inside Microsoft 365

When: Thursday, May 12 at 9:00AM

Synopsis: This session will explain the concept of “scoping” retention policies and labels inside Microsoft 365 and how both Static and Adaptive scopes can help your organization intelligently scale to meet your retention requirements. Understanding how to leverage scopes is key to your overall Information Governance and Records Management program design and implementation.

To demonstrate the capability, Joanne will walk thru several real-world use-cases of adaptive scopes and will highlight other technology dependencies to be aware of before you start down this path.

Session: ADM303 – Communication Compliance in Microsoft 365 | Walk-thru and Guidance

When: Friday, May 13 at 12:30PM

Synopsis: Communication Compliance is part of the Insider Risk solution set in Microsoft 365. Its purpose is to monitor communication methods used both within and outside of the Microsoft 365 cloud to help identify insider non-compliant and risky communication. In the modern workplace today, communication methods are vast and varied and all can be a potential channel for non-compliance. The Communication Compliance tool has been purpose-built to help identify potential areas of non-compliance across these communication methods and remediation actions that can be taken depending on the severity of the activity.

To demonstrate this capability, Joanne Klein will walk through some examples of using both built-in and customized templates to monitor end-user communication methods found in a typical modern workplace. Like most tools in the Compliance space, it’s always about more than technology alone, so Joanne will also cover some things you may want to have in place in your organization before implementing this tool.

I hope to see you in Seattle in May!! If you’re there, don’t be shy… say hi!! 🙂



  1. Too bad I missed it but we need conference like this in Canada, any plan in the near future?

    1. Hi Christina, this event is held across US locations only. The closest one is in Chicago in September. I’ll be there, hopefully you can be too!
      Feel free to reach out if you have specific session needs!

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