Speaking

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Joanne is a SharePoint and Microsoft 365 consultant who attributes her professional success to sharing technical expertise and real-world SharePoint and Microsoft 365 experience with organizations from small to large. She is also a 6-time Microsoft MVP in M365 Apps and Services.

IMG_0395Like many others in the Microsoft tech community, Joanne shares her knowledge and experience with others thru speaking. Her focus is on Data Retention, Data Protection, Data Governance, eDiscovery, Information Architecture, Microsoft Syntex and Search. The value Joanne brings as a speaker is her ability to share pragmatic advice based on real-world experiences.

Please feel free to contact her at joannecklein@nexnovus.com if you’re looking for a speaker in any of her areas of expertise.


Upcoming Events

Microsoft M365 Conference (May 1-5, 2023)  **in-person

  • Workshop 1: Automating Content Management at Scale: An end-to-end Showcase
  • Workshop 2: Microsoft 365 Purview: Maintaining and Protecting your Data throughout its Lifecycle

365 EduCon DC (June 12-16, 2023) **in-person

The Experts Conference (TEC) 2023 (September 19-20,2023) **in-person

  • Schedule link coming soon!

2023 Speaking Events (Past)

Microsoft 365 Saturday Twin Cities (Jan 21, 2023) **in-person

  • An end-to-end look at Microsoft Syntex

National Archives User Group monthly meeting (Jan 6, 2023) **virtual

  • Microsoft Purview Data Lifecycle and Records Management – Where to Start

2022 Speaking Events (Past)

Microsoft M365 Conference (Dec 6-8, 2022) **in-person

  • Microsoft Purview Communication Compliance | Walk-thru and Guidance
  • Scoping your Retention Policies and Labels for Microsoft 365
  • Microsoft Purview Data Lifecycle and Records Management: Where to start

Microsoft 365/Dynamics 365 Ottawa (Nov 4, 2022) **in-person

  • Information Governance & Records Management in Microsoft 365: What to know before you start!
  • SharePoint Syntex: An AI Model Walk-thru

Power of the Cloud (October 21, 2022) **in-person

  • Microsoft Purview Data Lifecycle and Records Management: What to know before you start!

365 EduCon Chicago (Sept 26-30,2022) **in-person

365 EduCon Seattle (May 9-13, 2022) **in-person

SEF 2022 (May 4-5, 2022) **virtual

  • Adaptive Scopes in Microsoft 365
  • Principles of Retention and What to Know before you start

LTD Webinar UK (March 30, 2022) **virtual

  • Top Tips for Departments Coming together within Microsoft 365

LTD Webinar AUS (April 20, 2022) **virtual

  • Top Tips for Departments Coming together within Microsoft 365

Canadian Cloud Summit (February 17, 2022) **virtual

  • A Primer on Retention Scopes inside Microsoft 365

Belgian Information Worker User Group (February 9, 2022) **virtual

  • A Primer on Retention Scopes inside Microsoft 365

US National Archives User Group monthly meeting – webinar (February 3, 2022) **virtual

  • Communication Compliance in Microsoft 365 | Walk-Thru and Guidance

Building Advanced Queries for SharePoint Sites with Adaptive Policy Scopes (January 20, 2022) **virtual

  • Joint presentation with Microsoft

2021 Speaking Events (Past)

365 EduCon DC (December 12-16, 2021) **in-person

Minnesota Microsoft 365 User Group – Admin workshop day (November 19, 2021)

  • Principles of Retention in Microsoft 365

Xillio Online Session (November 17, 2021)

  • Challenges of Compliance in the Modern Workplace

Microsoft 365 Security & Compliance User Group (October 27, 2021)

  • Communication Compliance in Microsoft 365

IRMS User Group (October 14, 2021)

  • A Primer on the Principles of Retention in Microsoft 365

M365 Hours with Christian Buckley (August 30, 2021)

  • Principles of Retention Discussion

Microsoft 365 Maturity Model Discussion (August 24, 2021)

  • Management of Content Competency discussion

MN Microsoft 365 User Group (June 14, 2021)

  • Communication Compliance in Microsoft 365 | Walk-Thru and Guidance

Microsoft 365 Collaboration Conference (June 9, 2021)

  • A Walk-thru of Event-based Retention in Microsoft 365
  • SharePoint Syntex: An AI Model Walk-thru

TEC Talk for Practical 365 (May 27, 2021)

  • Moving Beyond a SharePoint-only Mindset for Modern Compliance

Guest on the Practical 365 (P365) Podcast (May 11, 2021)

  • Guest with Steve Goodman hosting

Calgary SharePoint and Office 365 User Group (April, 2021)

  • SharePoint Syntex: An AI Model Walk-thru

Sensitivity Labels in Microsoft 365: What, How, Why to Inform and Engage (March 9, 2021)

  • Webinar with Orchestry

Guest on the M365 Voice Podcast (February 17, 2021)

  • Guest on podcast with Sarah Haase, Antonio Maio, and Mike Maadarani

Modern Workplace Conference Paris 2021 (January 18-20, 2021)

  • Strategies for Protecting your Team work across Microsoft 365

2020 Speaking Events

Microsoft 365 Collaboration Conference (December 10-11, 2020)

  • Strategies for Protecting your Team work across Microsoft 365

WITGirls Podcast Interview (December 2, 2020)

  • Interviewed by Lise Rasmussen for her #WITGirls podcast series

Data Governance in Microsoft 365 (SPFest Virtual Workshop – December 1, 2020)

  • Data Governance in Microsoft 365: Retention and Records Management to help you stay Compliant

The Intrazone podcast: SharePoint drives my crazy! (November, 2020)

  • SharePoint drives me crazy! Joint podcast with Mark Kashman, Chris McNulty, Ruven Gotz, Daniel Glenn

Microsoft MVP Docs & Learn call (November 19, 2020)

  • Shared my experiences with other MVPs on the Docs & Learn Champion program

Virtual M365 Saturday Ottawa (October 17, 2020)

  • Demystifying labels across Microsoft 365

Microsoft 365 UK User Group (October 14, 2020)

  • Protecting your Teamwork across Microsoft 365

ESPC20 Online (October 14-15, 2020)

  • 10 Ways to Apply Office 365 Retention Labels to meet your Retention Needs

Microsoft 365 Saskatchewan Saturday (October 3, 2020)

  • 30 speakers across 5 Microsoft 365 tracks
  • I’m on the organizing committee – sign up now!! 🙂

Nashville & Knoxville Microsoft 365 User Group (September 17, 2020)

  • Protecting your Teamwork across Microsoft 365

Teams Governance Mini Summit by Rencore (July 13, 2020)

  • Protecting your Teams work across Office 365

M365 Virtual Marathon (May 27-28, 2020)

  • Office 365 Retention: The Where, What, and How
  • Protecting your Teams work across Office 365

Office 365 Friday Nashville 2020 (May 8, 2020)

  • 10 ways to apply an Office 365 Retention Label

AvePoint webinar (March 30, 2020)

  • Protecting your Sensitive Teamwork in Microsoft Teams

CIPS Saskatchewan Regina Luncheon Meeting (March 11, 2020)

  • Microsoft Teams and the Modern Workplace

SharePoint TV (February 12, 2020)

  • Security & Compliance episode for SPC20 

2019 Speaking Events

SharePoint Fest Chicago (December 9-13, 2019)

  • Planning the Migration of your Shared Network Drives to a Modern SharePoint Architecture
  • Take a Crawl, Walk, Run Approach to Implementing Office 365 Retention
  • A Case Management and Retention Walk-thru in Office 365

Sharegate webinar (November 21, 2019)

  • Protect your Teams work across Office 365

Microsoft Ignite 2019 (November 4-8, 2019)

  • Seven ways to Auto-apply Office 365 Retention labels in Office 365
  • Empowering the business for eDiscovery in Office 365
  • Survival tips for the independent IT consultant

SharePoint Fest Seattle (August 19-23, 2019)

  • Planning the Migration of your Shared Network Drives to SharePoint
  • Take a Crawl, Walk, Run Approach to Implementing Office 365 Retention
  • Tagging and browsing and search, oh my! Metadata and navigation best practices for findability (joint with Susan Hanley)

SharePoint Saturday Nashville (June 15, 2019)

  • A Migration Roadmap for Moving to a Modern SharePoint Architecture
  • A Case Management and Retention Walk-thru in Office 365

SharePoint Conference North America (May 21-23, 2019)

  • Content Services. What is it and why should you care?
  • Build a Modern Office 365 Adoption Center with no code!

SharePoint Saturday Montreal (May 11, 2019)

  • Productivity Hacks for the Office 365 Stack (joint with Shafina Hassam)

Valo Partner Summit EU (April 3-4, 2019)

  • A Modern Architecture Roadmap for Office 365

RecordPoint Expert Webinar Series (March 14, 2019)

  • How to do Case Management in Office 365

Ottawa SharePoint User Group Meeting (January 29, 2019)

  • Taking a Crawl, Walk, Run Approach to Implementing Retention in Office 365

2018 Speaking Events

SharePoint Fest Chicago (December 3-7, 2018)

  • From Metadata to Retention and Disposal: What you need to know about Content Services in Office 365 (workshop)
  • SharePoint Information Architecture and Content Services Hands On and Unplugged (Joint workshop with Susan Hanley)
  • Build a Modern Office 365 Adoption Center
  • Taking a “Crawl, Walk, Run” approach to Office 365 Retention

SharePoint Saturday Twin Cities Fall (November 17, 2018)

  • Take a Crawl, Walk, Run approach to Office 365 Retention

Modern Workplace Conference Paris (October 16-18, 2018)

  • Let’s Build an Adoption Center in Office 365

SharePoint Fest Seattle (August 20-24, 2018)

  • Office 365 Adoption in 10 (Easy?) Steps
  • SharePoint Site Architecture: Flat, Deep or Somewhere in the middle?

ASPE Webinar (August 16, 2018)

  • The evolution of records management from SharePoint on-premises to SharePoint Online and Office 365

Power of the Cloud: Microsoft Cloud Power User Conference (June 22, 2018)

  • SharePoint Content Management
  • Workshop

SharePoint Saturday Montreal 2018 (June 2, 2018)

  • Azure Information Protection: Taking a Team Approach From Planning to Adoption

Webinar: Moving to the Modern Workplace (May 17, 2018)

  • Moving to the Modern Workplace: An End to End Office 365 Migration Story

Hartford O365 User Group Meeting (April 19, 2018)

  • Azure Information Protection: Taking a Team Approach From Planning to Adoption

SharePoint Saturday Vancouver 2018 (April 14, 2018)

  • Azure Information Protection: Taking a Team Approach From Planning to Adoption
  • SharePoint Site Architecture: Flat, Deep or Somewhere in the middle?

#REgarding365 Live debate at MVPSummit (March 4, 2018)

  • End users should be able to create their own Office 365 Groups

2017 Speaking Events

SharePoint Fest Chicago (December 5-8, 2017)

  • Information Management/Data Governance: From Theory to Practise in an Office 365 World
  • Navigating thru the Mess of a Shared Network Drive Migration to SharePoint

Help Desk Institute, Regina Chapter (November 29, 2017)

  • Practical Adoption Strategies for Office 365

SharePoint Saturday New England (October 28, 2017)

  • Navigating thru the mess of a shared network drive migration to SharePoint

SharePoint Unite (October 24-26, 2017)

  • Information Management and Governance in Office 365
  • Office 365: Practical Adoption Strategies

SharePoint Saturday Belgium (October 21, 2017)

  • Office 365: Practical Adoption Strategies

SharePoint Saturday Toronto (August 19, 2017)

  • Information Management in an Office 365 Collaboration World
  • Practical Adoption Strategies for Office 365

 SharePoint Fest Denver (May 30-June 3, 2017)

  • How to build a search-driven website in SharePoint
  • Information Management and Governance in Office 365

SharePoint Saturday Twin Cities (May 6, 2017)

  • How to build a search-driven website in SharePoint

SharePoint Saturday Vancouver (April 8, 2017)

  • Finding a Needle in a Haystack SharePoint Style: Search Concepts & Content Quality
  • Office 365: End-user Adoption Strategies (Learn to Fly)

SharePoint Saturday Calgary (April 1, 2017)

  • Finding a Needle in a Haystack SharePoint Style: Search Features
  • Office 365: End-user Adoption Strategies (Learn to Fly)

MVPDays, Edmonton (March 2017)

  • Finding a Needle in a Haystack SharePoint Style: Search Concepts
  • Finding a Needle in a Haystack SharePoint Style: Search Features

Saskatchewan SharePoint & O365 User Group (January 2017)

  • Finding a Needle in a Haystack SharePoint Style: Search Concepts & Content Quality

2016 Speaking Events

Saskatchewan ARMA User Group (December 2016)

  • Information Management in a Collaboration World

Calgary SharePoint & O365 User Group (November 2016)

  • Finding a Needle in a Haystack SharePoint Style

Edmonton Microsoft User Group (November 2016)

  • Finding a Needle in a Haystack SharePoint Style

SEF Unity Connect conference (October 2016)

  • Information Architecture End-to-End
  • Building a Search-Driven website

SharePoint Saturday Edmonton (October 2016)

  • Building a Search-Driven website

Saskatchewan SharePoint & O365 User Group (September 2016)

  • Building a Search-Driven website

Saskatchewan Power SharePoint community (September 2016)

  • Information Architecture End-to-End

CIPS Saskatchewan Regina & Saskatoon Luncheon Meeting (June 2016)

  • If SharePoint had Warning Labels

2015 Speaking Events

Saskatchewan SharePoint & O365 User Group (October 2015)

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