new website: www.gwdcarma.org
GWDC ARMA announces the Spring Seminar, 2014,
to be held March 26th, 2014,
at the Washington offices of the law firm of
*Orrick, Herrington, & Sutcliffe, LLP, 1152 15th St NW, Washington, DC
20005*
*8:30am to 4pm*
Theme for the Year: "RIM-SOMNIA: what keeps Records and Information
Managers Awake at Night"
Topic: "*The Perils of Piles of EMAIL: and what some people are doing about
it*
People save email, even the junk. It gets backed up on servers and keeps
piling up. Some organizations save email to electronic document and
information management systems. Many just wait hoping technology will
eventually provide an answer. The National Archives and Records
Administration (NARA) has come up with the Capstone plan which might be an
answer for more than just government agencies. Some software companies are
developing tools to help with email archiving. We'll explore these issues,
identify problems and possible solutions with some very knowledgeable
speakers including:
*Leigh Isaacs, IGP, CIP* - Leigh is the *Director - Records and Information
Governance at Orrick, Herrington & Sutcliffe*, she is the past president of
the GWDC ARMA chapter. She is currently on the Board of Trustees for the
ARMA International Education Foundation, is on the Advisory Board for the
Organization of Legal Professionals, and serves as a Steering Committee
Member for the Law Firm Information Governance Symposium. *Topic: An Email
Overview*
*J**ason R. Baron*, currently *Of Counsel, Drinker, Biddle & Reath,
Information Governance & eDiscovery Group,* also co-chairs the Information
Governance Initiative, an industry consortium & think tank. Previously he
was Director of Litigation for the National Archives and Records
Administrationfor 13 yrs and before that was trial attorney & senior
counsel in the Dept of Justice during the 1990s & acted as lead counsel in
landmark litigation involving the preservation of White House e-mail. He's
been Co-chair of The Sedona Conference(R) Working Group steering committee on
electronic document retention & production, and served as editor-in-chief
on 3 Sedona commentaries. He is Adjunct Faculty at the University of
Maryland, teaching e-discovery in the College of Information Studies and
has served on the Board of Directors of ARMA International, and is a member
of the Georgetown Advanced Institute on E-Discovery. He was the 2011
recipient of the ICRM Emmett Leahy Award, recognizing his career
contributions in the field of records and information management.
*TOPIC:*"*Capturing
and Filtering: NARA's Email Capstone Policy as Exemplary Information
Governance" *Ensuring proper email management within government has vexed
records officers and policymakers for over two decades. NARA's recent
Managing Government Records directive requires that federal agencies manage
all email records in electronic form by 2016. In light of the directive,
NARA recently issued guidance on how agencies can manage e-mail under what
is known as a "Capstone" policy, ensuring that email is captured and
appropriately classified. This session will discuss Capstone from an
information governance perspective.
*Mark Mandel *is the *Records Management Solution Architect for OpenText
Public Sector Solutions (OTPSS).* Mr. Mandel has 35 years of experience
designing and implementing technology solutions that include document
imaging, document and records management, workflow and related
technologies. Prior to joining OpenText, Mr. Mandel was the Chief Records
Officer and Archivist for the District of Columbia under Mayor Fenty.
Currently he is a member of the AIIM Company of Fellows and served on the
AIIM International Board of Directors from 2007 to 2009. He is active with
both AIIM and ARMA, having served as president of the National Capitol
Chapter of AIIM and the Northern Virginia Chapter of ARMA, and is a
frequent speaker at industry events. *T**OPIC: "The Email Pyramid, an
Email Management Maturity Model" *As organizations consider how to manage
the ever increasing volume of email in their organizations, they should
consider the needs of all stakeholders. This presentation will explain how
serving each set of stakeholders can be met with a holistic approach to
email in a fully integrated enterprise information system, rather than by
using point solutions that solve only a portion of the problem. Using real
world examples, Mr. Mandel will illustrate a new maturity model your
organization can use when you are considering a new approach for records
management and archiving of Email.
*Nancy Hunn* serves as the *Deputy Chief Privacy Officer* f*or the
Government Accountability office (GAO). *As *Director, Records and Privacy*,
Ms. Hunn directs all aspects of the records and privacy program. As the GAO
records program is very mature, Ms. Hunn oversees that all Agency records,
including emails. are deposited in the enterprise-wide document and records
management system, DM/ERMS. With the privacy team's assistance, Nancy
established the first-ever GAO-wide privacy program comprising an order,
rule, incident response handling directive, privacy compliance
documentation, consisting of Privacy Threshold Analyses (PTAs) and Privacy
Impact Analyses (PIAs), privacy website, & mandatory privacy training for
all employees. Ms. Hunn operationalized internal records disposition for
physical and electronic records, emails, business systems outside the
DM/ERMS system, and intranet pages for the Agency. She strategizes on
data remediation around the Agency. Ms Hunn and her staff have hosted over
50 federal agencies at GAO to discuss the GAO records program and
demonstrate the electronic implementation at GAO. *TOPIC: "Email Management
at the GAO" *Ms. Hunn will provide a brief overview of the GAO Records
Program, the regulatory underpinnings of the program, the NARA directive on
email management, GAO's email management policy, an email decision tree
that she has found helpful, email implementation issues, the GAO Archive
Manager product, lifecycle management and disposition of emails, and email
lessons learned. Come hear about an agency that has been fulfilling the
objective of the Presidential Memorandum on automated email
management since 2010 and has lived to talk about it!
*Faron Lyons *is currently an *Account Manager at Alfresco* specializing in
content management solutions. He was previously with Open Text in their
legal group. He has been involved with Enterprise Content Management
including email solutions for nearly a decade. *TOPIC:* *Taming the Email
Beast: Tools for Simplifying Email Issues" *Additional notes about the
speech: A huge majority of the content coming in to and leaving our
organizations is done through email. Managing that content through its
life cycle is a challenge that we've been struggling with for years. We'll
cover the various tools that are commonly applied to the task of taming the
eMail beast. This starts with archives, classification/filing systems,
business continuity systems and records management/IG. We'll tell some
horror stories as well as providing some hope that it can be done with
success. Luckily for us (job security), evolution continues and we have
other forms of communication growing. We will discuss what lessons we've
learned from managing electronic mail and how they may be applied elsewhere.
Additionally there will be time for participants to share their email
stories and we'll close with a speaker panel and Q&A.
A catered lunch will be provided.
Costs:
Early Bird Registration (before 3/19/2014) $125 - full day, $75 half day,
$50 students
After March 19, 2014 and walk-ins, $150 full day, $100 half day, $60
students
To register or contact us go to our website at www.gwdcarma.org
or send a check (along with your name, address, phone, email, title, type
of registration) to
*GWDC ARMA *
*P.O.Box 65277 *
*Washington, DC 20035*
--
Peter Kurilecz CRM CA IGP
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Dallas, Texas
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