ARMAAustin/SanAntonioAnnualSeminar
Friday,February19,2016,from8:30-4:30pm
Embassy Suites by Hilton San Marcos Hotel Conference Center & Spa(1001 E. McCarty Lane,SanMarcos,TX 78666)
As the saying goes: if something’snot broke, don’t fix it! The partnership between Austin and San Antonia worked so well last year, we couldn’t help but do it again! Please joinusforafulldayofrecords and informationmanagementeducationandnetworkingwithyourpeersandvendorpartners.
We’ll startthedaywitha morninggeneralsessiongearedtowardsour entiremembershipwhetheryou’re anew recruit tothe industry or aseasoned veteran.
The lunch break will be a seated luncheon and feature a second set of speakers, here to discuss issues impacting practically every RIM program.
Intheafternoontwo trackswillbeprovided; the “Corporate Track”forthose attendees working in the private sector of Records and Information Management; and a “Government Track” for all of our attendees employed in the various levels of government with Records and Information Management responsibilities. Anyone,iftheyprefer, canattendone sessionfrom one trackand asecondfrom the other.Regardless of which track you choose, or if you decide to mix and match, youwilllikelyfindvaluableinformationfromallof the offered content.
GreatSessionsandSpeakers!
MorningGeneralSession:
Information Governance is Not a Fad:
Why the ‘Keep Everything Forever’ Approach Is Not Viable
The ranks of the information governance (IG) community are stirring. A debate is taking place. Recently there has been a concept floated by some thought leaders in IG which contends that we are moving to a world where we retain all information—forever. Some even contend that IG is just a fad and advances in search technology will soon eliminate the need for IG. This presentation debunks those short-sighted concepts and provides concrete reasons why.
Speaker–Robert Smallwood,ManagingDirector, Institute for IG
Robert F. Smallwood is the world’s leading author, blogger and trainer in information governance (IG). He is the author of the pioneering text Information Governance: Concepts, Strategies,and Best Practices (Wiley, 2014), and also Managing Electronic Records: Methods, Best Practices, and Technologies(Wiley, 2013). Smallwood is a founding partner of IMERGE Consulting and heads up the Institute for Information Governance. He has over 25 years of experience in the information technology industry and holds an MBA from Loyola University of New Orleans. He was recognized as one of the Top 10 Contributors to the IG Industry by the 2014 Information Governance Conference. In 2016, his IG courses will be marketed to over 400 million users on, LinkedIn. In addition to teaching IG courses, he consults with Fortune 500 companies and governments to assist them in making technology decisions and implementations. Mr. Smallwood has published more than 100 articles and given more than 50 conferencepresentations on documents, records, and content management. He is also the author ofSafeguarding Critical E-Documents (Wiley, 2012); Managing Social Media Business Records (CreateSpace, 2011);Taming the Email Tiger (Bacchus, 2008) and several other books, including a novel, a theatrical play, and the first published personal account of Hurricane Katrina.
Seated LuncheonSession:
Saving Pennies or Burning the Haystack:
Is Defensible Data Deletion Possible?
Companies struggle under a constantly growing burden of data, creating significant cost and risk while compromising current and future system performance and stability. To mitigate these costs and risks, companies often consider initiatives to identify and eliminate information that is not needed for any business or legal purpose. This program will offer a very practical, process-oriented approach to such an initiative, explaining how companies can develop and implement a data remediation program that is reasonable and defensible, relying heavily on fundamental records management principles. We plan for an energetic dialog with participants offering insight into challenges and solutions to the problem of data deletion within their enterprises. The session will enable participants to:
- Identify and articulate the legal risks associated with data deletion and methods for ameliorating that risk.
- Recognize challenges and barriers to implementing a data deletion program, including both legal objections and business requirements.
- Understand the fundamental requirements and features of a systematic, defensible process for identifying and eliminating unneeded information.
Speaker – PriyzKeshav, Managing Director, Forensic Technology Services, KPMG
Priyz leads KPMG LLP’s Forensic Technology Services Practice in the Southwest U.S.with more than seventeen years of consulting experience in information technology, eDiscovery and computer forensics. She has lead and managed eDiscovery efforts across a broad range of cases including patent and copyright violations, royalty and contract disputes, tort, internal investigations, DOJ and SEC investigations and HR discrimination lawsuits. Prior to joining KPMG, Priya founded and ran a successful company providing services to the legal industry and many Fortune 100 corporations and AM 100 law firms as clients.
Speaker – Dennis R. Kiker, Director Advisor, Forensic Technology Services, KPMG
Dennis is an experienced litigator with extensive courtroom experience. He has over thirty years of industry experience, including a strong technical background, ample business process experience, and nearly twenty years of complex litigation experience, uniquely qualifying him to offer advice to clients dealing with information governance and eDiscovery challenges. His work includes corporations in a broad range of industries, including automotive, financial services, insurance, manufacturing, pharmaceutical and medical device, construction and engineering.
Corporate Track Afternoon Sessions:
1)The Next Critical Step for Records Managers
Records and Information managers have a wide variety of responsibilities, primarily dictated by their organization. Leaders have yet to fully recognize the value records managers bring to the table; and it’s our fault that they don’t.
We’re jacked up to learn every new technique. We have become silos in the business of doing business, focusing on the tasks and not the process. We lose focus, or perhaps never had it, in the areas that truly “justify our existence” Most of us know how to be “records managers,” but in order for us to take our place within the organization as a critical team member and leader, we need to start focusing on becoming better business people.
Every department within an organization is driven by tools that drive results; sales, finance, production, etc. Every process leads to a tangible result that aligns with the business objectives. Records and information managers need to be able to convert their tasks to a logical business initiative and not rely only regulatory or best practices, or what I call the “have to.” With few exceptions, organizations don’t “have to” do anything; they make choices based on risk/value analysis and move on. Records manager tend to fall back on the “thou shalt” justification without communicating the business value.
Information governance is a tool -- albeit an extremely important one -- to use to meet business objectives. Full stop. Without achieving tangible business results, there’s no reason to do information management, no matter how important it might be in theory.
It’s time to put your information management cap to the side, don your business person cap, and start demonstrating how information management impacts the organization’s bottom line.
Speaker–AnnaStratton,Director–SouthwestSolutionsGroup
Ms. Stratton has over 20 years of records management and business process development across a diverse platform of industries, including medical, law enforcement, academia, corporate, federal and state government, energy, etc. Ms. Stratton has responsibility for the overall project success provides leadership and management, including implementing controls and written documentation requirements for transitional and new project implementations. She has completed turnkey Records and Information Management (RIM) projects including enterprise wide RIM plan development, digital migration planning and implementation, large scale relocation projects, record series identification, record classification development, and document purge process development.
2)Case Study: How Baby Steps towards Defensible Deletion can turn into Giant Leaps for your Program
Ever wonder how you could undertake small efforts within your program that would showcase information governance at its best? If so, small defensible deletion projects are for you! During the session we will cover different approaches to turn small, low or no cost projects into big wins toward your program goals. We will also walk through a successful case study, and ways to evaluating the tools you have on hand to get started.
Speaker–Michelle L. Kirk, CRM, IGP, CIP - Iron Mountain
Michelle Kirk is aProgram Manager and eRecords and Information Governance subject matter expert for Iron Mountain Incorporated. Michelle has spent her fifteen-plus year career in the Document Management, RIM and Information Governance spaces, both in consulting and in-house roles. The breadth of her experience is in Public Sector, Energy and Financial verticals, with a particular focus on electronic records.
Government Track Afternoon Sessions:
1)Implementing Successful Information Governance Strategies: A Case Study
While much already has been written and discussed about what information governance is or is not, this session will instead focus of the practical steps needed for the successful implementation of an enterprise wide records and information governance program. Using real life examples, attendees will be guided through process of sorting out the good the bad and the ugly of being in the information governance trenches.
Upon completion of this session, participants understand basics concepts relating to:
- Foundation – How to lay the proper foundation to begin enterprise information governance including identifying the proper governance team, obtaining executive support, identifying and creating policies and procedures
- Strategy – Developing the proper strategy for information governance including the components, resources and policies that best fit YOUR organization
- Implementation – How to develop and monitor the project plan to successfully implement information governance throughout the enterprise, how to leverage the vendor/partner, and monitor the return on investment
- Re-adjustment – How to modify sections of the implementation when issues develop, strategies change, etc.
Speaker – Tad Howington, Manager, e-Records and Information Governance – Kinder Morgan
Tad Howington has nearly 30 years of experience in various aspects of records and information management. He has managed and directed enterprise-wide records and information management programs at LCRA and ERCOT in Austin; Tarrant County in Fort Worth; and CenterPoint Energy in Houston. He currently is the Manager of e-Records and Information Governance at Kinder Morgan.
2)Negotiating Enterprise Metadata Standards for E-Records
Electronic records require robust metadata in order to be useful and findable. Metadata can be powerfully shared across entire organizations if stakeholders are willing to agree on metadata standards and definitions. The City of Austin, Texas is implementing an enterprise electronic records management system to standardize records management practices, retention requirements, and destruction procedures. In this session, we will present case studies of our experiences working with key stakeholder groups to establish enterprise metadata standards for electronic records. Participants will benefit from the City of Austin's challenges and lessons learned as they implement their own records management systems.
Speaker–Katherine Cranford, CRM - City of Austin, Office of the City Clerk
Katherine Cranford is a Corporate Records Analyst for the City of Austin, Texas with a specialization in electronic records management. Before coming to the City of Austin, Katherine worked in the technical sector as a taxonomist, with a focus in organization theory and knowledge management practices.
Speaker–Kathryn Darnall - City of Austin, Office of the City Clerk
Kathryn Darnall is a Records Analyst with the Office of the City Clerk, where she guides the implementation of electronic records management and information governance within the City
GreatVendorSponsorSupport!
AccessSciences,Advance Discovery, Iron Mountain, Kofile Technologies, OpenText, PacoTech, Polygon US, SafeSite, Stars and Southwest Solutions Group
(Vendorlistingistentative)
GreatFood,Friends,andFinds
Along withlotsofRM learning,breakfast,snacks,and lunchwillbeprovidedtosatisfy yourappetites.
ForthoseprofessionalswhoneedCRMand/orIGPcredithours,we’reworkingonpre-approvalandexpecttohaveapproximately5hoursavailable.
With the seminarbeingheld on a Fridayandsoclose tothe outletmall,someofyoumayeventake theopportunitytodoa little shopping, dining, or treat yourself to some spa activities beforeheadingbacknorthor south.
Getting here
The Embassy Suites San Marcos Hotel and Conference Center and Spa is located just off of Interstate 35 and McCarthy Ln in San Marcos halfway between Austin and San Antonio, perfect for our chapter collaboration. This is also just a short drive from downtown San Marcos and very close to many of the city’s main attractions.
ThankYou,andWeLookForwardtoSeeingManyofYouattheSeminar
To registerandpayforthe event,pleasego online to or to register. From there,youshouldseethe areawith a registrationinformationandfurtherinstructions.
$115EarlyBirdRate–AnytimebeforeFebruary1,2016Online
$130StandardRate–February1thruFebruary19,2016OnlineorattheDoor
For any questions,pleasecontact your chapter representative:
Austin ARMA Chapter Representatives
Chris Barden – Spring Seminar Co-Chair ()
Steven Williams – Spring Seminar Co-Chair ()
San Antonio Chapter Representatives
Catherine Drolet–Vice President ()
LaticiaVacek–Director of Professional Development ()