Join your peers in the records and information management field for a full
day of sessions, panels, interactive exchange, and NETWORKING!
Leading RIM and Information Governance Professionals with expertise in
corporate, government, and law firms will be sharing insights, case studies,
and perspectives on moving into a e-records environment, including
Classification, Retention, Repositories, Technology, and General Workflow.
Session descriptions:
Register at:
https://www.eventbrite.com/e/arma-gla-spring-conference-the-future-is-now-managing-digital-records-tickets-21791196054
RECORDS RESPOSITORIES: KNOWING WHAT YOU HAVE AND WHERE IT IS
Moderator: Jeffrey Lewis, Sheppard Mullin Panelists: Greg Weigel,
Revolution Software | Marvin Cross, Kirkland & Ellis | Justin Slagle,
Microsoft | Jason Schulz, Warner Bros.
The panel will share expertise across all industries and engage regarding
nuances for specific industries. Managing records in their official
repository is hard enough, now with the advent of the digital record and
mobile devices, information can reside anywhere and everywhere in the
digital realm. How can today’s records manager even begin to wrap their arms
around the problem of unstructured data in multiple repositories? During
this session, we will have a group discussion around:
• What business drivers are pushing infrastructure needs for official
repositories?
o Security requirements
o Digital disposition per retention schedules
o Reduce IT infrastructure costs that come with having multiple documents in
multiple locations
o Ability to quickly and easily compile the complete digital file
• Is the idea of having official repositories unrealistic?
• How can you manage rogue IT, shadow IT and the mobile user?
• How does the records manager respond to the end user demand that they want
the records available anytime anywhere (the CLOUD v. RIM)
APPLYING RECORDS RETENTION REQUIREMENTS FOR ELECTRONIC INFORMATION for
CORPORATIONS and GOVERNMENT
Presenter: Helen Streck, Kaizen InfoSource
Trying to use a Retention Schedule created for paper files to enable
retention for electronic information can be difficult for any organization –
Why? What is the best approach for taking the requirements in a Retention
Schedule and applying them to electronic information? During this session,
we will:
• Identify the challenges and conundrums of applying retention requirements
to electronic information
• Review the current idea of “official” record – who has ownership and does
format matter any more
• Discuss how governance plays a role in automating retention
• Identify approaches and procedural changes organizations will have to make
to achieve success
APPLYING RECORDS RETENTION IN A LAW FIRM -- CHALLENGES UNIQUE TO LEGAL
SERVICES
Presenter: Terry Coan, HBR Consulting
Applying records retention to a law firm’s business and client/matter
records can be challenging. This session will provide key perspectives to
consider when implementing a records retention and disposition program in a
law firm environment. During this session, we will:
• Provide an overview of the unique issues for applying retention in a law
firm environment
• Review distinctions in applying retention for firm-administrative records
vs. client representation records
• Discuss key requirements of client communications associated to the
destruction of records – inform them or ask permission?
• Evaluate implementing retention going forward vs. the more complex aspect
of applying retention to legacy “back-file” collections
• Consider the unique challenges of accommodating knowledge management and
precedent objectives when implementing records disposition initiative
IS CLASSIFICATION DEAD? PROS AND CONS
Presenters: Terry Coan, HBR Consulting (representing Law Firms) Helen
Streck, Kaizen InfoSource (representing Government) Jason Schulz, Warner
Bros. (representing Corporations)
• Is classification dead?
• What are “new-age” approaches to classification?
• Classification vs. tagging – What is the difference? Which is better?
• Can we auto-purge “unclassified” information? Should we?
• Does auto classification work? Is the technology ready? Is it reliable?
What are the governance implications?
CLOSING KEYNOTE & PANEL DISCUSSION: What’s Going on Out There?
Moderator: April Dmytrenko
Panelists: Jim Higdon, VDS } Antoinette Mann, City of Thousand Oaks |
Rafael Moscatel, Farmers Insurance | Ali Shahidi, Cooley | Carolyn
Smallwood, Brutzkus Gubner | Kurt Thies, TAB
Members representing Corporate, Government, and Law Firms will discuss WHAT
they are doing, seeing, and learning about moving into an e-records
environment. Each panelist will take a difference perspective based on their
respective industries, their organizations, and the profession, with the
attendees invited to participate by sharing their questions and challenges.
Join this interactive, fast-paced session to gain a broader understanding of
what is going on and get some ideas!
• Rethinking how information is used in the e-environment
• Challenge of e-mail
• Raising the profile with IG framework in support of e-records
• Case study – sharing our plan to integrate technology to manage e-records
• Lessons learned from a security and knowledge management perspective
• Key to Workflow in managing e-records
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