Educational Workshop 2010 Learn + SPECIAL CONCURRENT SESSION Lead Effective Email Management Jesse Wilkins, CRM, FAI Approved for 5.5 Maintenance Credits Thursday, March 18th 2009 2 8:30 am – 5:00 pm New York Life Insurance Company 51 Madison Avenue New York, NY 10010 Welcome Friends and colleagues: Each year, the MetroNYC Chapter of ARMA International is proud to host an All-Day Educational Workshop. This event is designed to provide Records and Information Management Professionals, Executive Management, Students and Vendors with the latest information and tools to design, implement and manage an effective records management program. Established in February of 1970, the New York City Chapter currently boasts close to 300 members - a diverse group of Records and Information Management Professionals encompassing private, corporate, legal and government areas. The Chapter is proud of its many accomplishments, its hard-working members and its continuing efforts to fulfill our mission of enhancing the knowledge and professionalism of our members through high-quality educational programs. I encourage you to register for this event and take advantage of this excellent opportunity to “Learn and Lead.” ARMA International is a not-for-profit professional association and the authority on managing records and information – paper and electronic. ARMA offers invaluable resources such as: • Legislative and regulatory updates • Standards and best practices • Technology trends and applications • Live and web-based education • Marketplace news and analysis • Books & videos on managing records and information • Global network of 11,000+ records and information management professionals The association was established in 1955. Its approximately 11,000 members include records managers, archivists, corporate librarians, imaging specialists, legal professionals, IT managers, consultants, and educators, all of whom work in a wide variety of industries, including government, legal, healthcare, financial services, and energy in the United States, Canada, and 30-plus other countries. ARMA International publishes The Information Management Magazine, the only publication specifically for professionals who manage records and information on a daily basis. This award-winning periodical is published bi-monthly and features top-drawer articles on the hottest topics in records and information management today, as well as marketplace news and analysis. For more information about ARMA International visit www.arma.org. Also be sure to visit our Internet page, www.armanyc.org for more information about our chapter and upcoming events. Warmest regards, Melissa G. Dederer Melissa G. Dederer, CRM President, ARMA MetroNYC Chapter Registration & Venue Information Registration Fees Registration Level Price Chapter Member/Vendor Attendee $145.00 Non‐Chapter Members $170.00 Walk‐Ins on the day of the event $190.00 Student Rate $75.00 An active ARMA International Student Membership is required Email Management Session – Chapter Member $245.00 Email Management Session – Non‐Member $270.00 To register for this event or for more information about ARMA MetroNYC visit www.armanyc.org Venue Information The 2010 ARMA MetroNYC Educational Workshop is being held at New York Life Insurance Company, 51 Madison Avenue between 26th and 27th Streets. Breakfast and lunch will be provided and a number of exhibitors will be present to discuss their products and services. Directions & Check In New York Life Insurance Company 51 Madison Avenue (between 26th and 27th Streets) New York, NY 10010 Entrances on Madison Avenue and Park Avenue Directions Nearby Subway: train to 28th Street station (downtown station exit leads into the NYL building). to the 23rd Street Station, walk north through Madison Square Park. Nearby Buses: M1, M2, M3, M101, M102, M103 From Grand Central Terminal: Transfer to the 6 (downtown) train to the 28th Street station. From Port Authority/Penn Station: Take the train to the 23rd Street station. From Long Island: Take the Long Island Railroad to Penn Station ‐ then take the to 23rd Street or walk to the office. From New Jersey: • Take the New Jersey Transit to Penn Station ‐ then take the R to 23rd Street • Take the PATH to 23rd Street • Take the ferry to 34th Street • Alternate route suggestion from an employee: Take the New Jersey Transit to Hoboken ‐ then take the 33rd street PATH to the 23rd Street stop and walk north 5‐10 minutes to the office From North of the City: Take the Metro North to the Grand Central Station ‐ then transfer to the 6 ( (downtown) train to 28th Street. Check‐in When you arrive, please proceed to the “Visitor Registration Center” on the Madison Avenue side of the lobby. You will need photo ID for check‐in. If you enter from the 6 train or Park Avenue, please inform Security you are attending the “ARMA Event” and proceed to “Visitor Registration Center” at the side opposite of the lobby. The 2010 ARMA MetroNYC Educational Workshop is being held in the HO Learning Center on 1B; follow the signs or look for a member of the ARMA MetroNYC Conference Committee for assistance. Our Host New York Life Insurance Company The New York Life Building Designed by Cass Gilbert - architect of the Woolworth Building, once New York's greatest skyscraper, and the U.S. Supreme Court Building - and inspired by the Salisbury Cathedral in England, the New York Life building was opened for business in November 1928. Graceful, elegant, and built for the ages, the steel-framed 34-story building (with five underground basements) is sheathed by 440,000 cubic feet of buff Indiana limestone. The two main entrances and four side entrances are ornamented by bronze gates and doors. Corridor walls are made of Roman travertine marble. The central corridor is framed by high arches; within the arches is a barrel ceiling richly decorated with ornamental plaster in gilt and colors. The roof is copper, lead covered, and finished in brilliant gold gilt tracery work; and stands a full six stories high. In March 1928, E. B. White published a short piece in the New Yorker describing the ongoing construction of the New York Life building. He marveled at the raising of this "very tangible and very beautiful building," a "modern pyramid" that "was magic of the most ethereal sort... It struck us, as we watched, that the workmen aloft there should find a mordant glee in rearing such a grand pile for the use of clerks who'll write policies for groundlings - to whom life, to be sweet, must be insured." On March 23, 2001, a dedication ceremony took place unveiling a plaque to signify the designation of the New York Life building as an individual historic New York City landmark. As a prominent part of the city's skyline, distinguished by its illuminated gold pinnacle, the New York Life building has come to symbolize the Company's enduring strength and stability. According to the Landmarks Preservation Commission report "the New York Life Insurance Company building has a special character and special historical and aesthetic interest and value as part of the development, heritage and cultural characteristics of New York City." "The New York Life building is Cass Gilbert's golden contribution to New York City's skyline," said Jennifer J. Raab, Chairman of the Landmarks Preservation Commission. "It is rightly referred to as the Cathedral of Insurance.” The Company You Keep® www.newyorklife.com Get the pieces you need… Educational Workshop 2010 Schedule of Events Time Activity 8:00 am – 9:00 am Registration and Breakfast 9:00 am – 9:45 am Opening Keynote – Dr. Stuart B. Weiss, NY Road Runners 9:45 am – 10:00 am BREAK 10:00 am – 11:00 am SESSION ONE Legal Implications of Cloud Data Mapping for Successful Computing Conversions – Part I Hon. Ronald J. Hedges Melissa G. Dederer, CRM Hon. James C. Francis 11:00 am – 11:15am BREAK 11:15 am – 12:15 pm SESSION TWO Getting Your Organization Data Mapping for Successful Going with GARP Conversions – Part II April Dmytrenko, FAI, CRM Melissa G. Dederer, CRM Galina Datskovsky, Ph.D., CRM Lenore Greenberg, CRM Fred Pulzello, MBA, CRM 12:15 pm – 1:30 pm LUNCH with our Sponsors and Exhibitors 1:30 pm – 2:30 pm SESSION THREE Using Taxonomies to Writing for Publication Improve Search Susan Goodman, CRM Seth Earley 2:30 pm – 2:45 pm BREAK 2:45 pm – 3:45 pm SESSION FOUR It’s 2010, Do You Know Where Establishing Wiki & Blog Your Records Are? ‐ Governance – A Case Study The Status of Search & Retrieval Jason C. Stearns, CRM and the Role of Records & Information Management in eDiscovery Maura Grossman, Esq. 3:45 pm – 4:00 pm BREAK 4:00 pm – 4:45 pm Closing Remarks – John F. Mancini, President AIIM International Session Details & Speaker Bios Opening Keynote – Dr. Stuart B. Weiss, NY Road Runners Dr. Stuart Weiss’ mission is to organize chaos to save lives. First as a volunteer fire‐medic in his home town, then as the Director for the Center for HealthCare Preparedness and now as the CEO of MedPrep Consulting Group, Dr. Weiss has spent his entire career helping people prepare for and then respond to natural and manmade disasters. In the process, Dr. Weiss has helped hundreds of businesses and communities across the United States, Europe and India prepare for the worst through innovative planning, training and simulation exercises. Utilizing his extensive knowledge of crisis management, crisis communications, risk management and disaster medical care, Dr. Weiss helped design and conduct several training courses in India on disaster preparedness and emergency response. One of these courses was conducted just three weeks prior to the horrific terrorist attack on Mumbai in 2008 and many of the techniques and skills that were taught were responsible for saving lives during that crisis. He is currently involved in a project to bring disaster services and increased level of medical care to parts of Africa. Recently, due to his organizational skills and knowledge, Dr. Weiss was asked to step in to assume the medical leadership role at the New York City Marathon. This is the largest participatory sporting event in the country and the world and requires a tremendous effort to organize the thousands of volunteers and set up the multiple medical facilities required to care for the thousands of runners and millions of spectators. Dr. Weiss is an acclaimed speaker and presenter and has been an invited speaker for corporate events, medical seminars and conferences. He has also served as a subject matter expert on several radio and television news programs. Dr. Weiss is board certified in Emergency Medicine and Pediatrics and serves as the chairman of the Disaster Medicine Section of the American College of Emergency Physicians. Dr. Weiss lives in New York City, works as a ski patroller at a local ski resort in New Jersey, scuba dives, has read all the Harry Potter and Twilight books (mostly to keep up with the kids!) and is an avid Star Trek fan. Session Details & Speaker Bios Legal Implications of Cloud Computing Risk Management, IT Level 4 Over the past several years, the expansion of networked computing has been astounding. From cloud computing to Web 2.0 – and now Web 3.0, we continue to witness the evolution of the Internet. This exponential growth has spawned many records management‐related questions and consequences. The law finds itself struggling to catch up to an ever‐dynamic technological environment where public, private and government entities are driven to the Internet to communicate and conduct business. Where is all this data being stored? Who owns it? Whose job is it to preserve/dispose of it? What are today’s reasonable expectations of privacy and confidentiality? Are these simply new versions of old problems, or are they the cornerstone of an evolution of thought in the legal industry? Judge Ron Hedges and Judge James C. Francis will use their vast experience to help us navigate the legal labyrinth surrounding these and other questions as we delve into the legal implications of the future of modern computing in this session. Ronald J. Hedges Principle, Ronald J. Hedges LLC Ronald J. Hedges is the principle of Ronald J. Hedges LLC in Hackensack, NJ. He served as a United States Magistrate Judge in the District of New Jersey form 1986 to 2007. Mr. Hedges is a member of the advisory boards of The Sedona Conference and the Advanced E‐Discovery and Corporate Counsel Institutes of Georgetown University Law Center, where he is an adjunct faculty member and teaches an introductory course on electronic discovery and evidence. Mr. Hedges is also an author and frequent speaker on various eDiscovery related topics. James C. Francis United States Magistrate Judge James C. Francis IV has been a United States Magistrate Judge in the Southern District of New York since October 1985. He received his B.A. from Yale College in 1974, his JD from the Yale Law School in 1978, and a masters degree in public policy from the John F. Kennedy School of Government at Harvard University, also in 1978. Following graduation from law school, Judge Francis clerked for the Honorable Robert L. Carter in the Southern District of New York. He then joined the Civil Appeals and Law Reform Unit of the Legal Aid Society where he conducted impact litigation in the areas of housing and education and served as director of the Disability Rights Unit. Judge Francis currently serves as an Adjunct Professor at the Fordham University School of Law where he teaches Constitutional Torts. Session Details & Speaker Bios Data Mapping for Successful Conversions IT, Business Functions Level 1 Data Mapping for Successful Conversions is a two‐part session. The first session will be a presentation format and the second session will be hands‐on exercises. These sessions are designed to help you take an active role when your data is the subject of a conversion process. At some point in your career, you may need to convert from an old, outdated system to a new one or possibly need to integrate two systems (for example, have your system “talk” to another system’s data or vice versa). It is your system – your data. You know your data from the front end and IT knows it from the back end. You need to be able to work together as well as with other parties who have a stake in the successful outcome to this conversion (or integration) project. After completion of this two part workshop you will be able to: • Define the elements of a database • Explain the components of a data mapping document • Identify data issues • Prepare a basic data mapping document Melissa G. Dederer, CRM President, ARMA MetroNYC Melissa’s background encompasses over 20 years of records and information management, project management and automation, primarily within corporate legal and law firm environments. Responsibilities have included: planning and directing the automation of the managing clerk’s office in a major law firm; developing and implementing records management policies and procedures; records management consulting; evaluating legacy data for conversion purposes; writing and editing department and user manuals; training, and all aspects of project management. Session Details & Speaker Bios Getting Your Organization Going with GARP Communications & Marketing, Leadership Level 3 ARMA International has published eight Generally Accepted Recordkeeping Principles to foster general awareness of recordkeeping standards and principles and to assist organizations in developing records systems that comply with them (from the Preamble). • Who should use these Principles? • How do we adapt them to the individual needs of our respective organizations? • Are some Principles more important than others? The panel session, moderated by April Dmytrenko and featuring Lenore Greenburg, Galina Datskovsky and Fred Pulzello, will address these and other questions. April Dmytrenko, FAI, CRM ‐ Moderator Managing Director, Huron Consulting April Dmytrenko, FAI, CRM, is Managing Director with Huron Consulting Group, serving as part of the leadership team that oversees Records and Information Management (RIM) consulting. She has 30 years of RIM experience as both a practitioner and consultant. Her expertise is in advising major corporations on strategic initiatives and best practices, establishing enterprise‐wide programs and policies, implementing technology and process improvement solutions, and change management. She is a frequent speaker and author on RIM, and a wide variety of business related topics. She is a Certified Records Manager (CRM), and was inducted into ARMA International’s Company of Fellows (FAI) in 1993. She can be reached at firstname.lastname@example.org or (213) 243‐1029. Lenore Greenberg, CRM Lenore Greenberg is the Managing Consultant with Millican & Associates (www.millican‐assoc.com) for the Metro New York area. She can be reached at lgreenberg@millican‐assoc.com. Lenore has been a member of ARMA MetroNYC for years and is also a well known speaker (ARMA, AIIM, Association of Corporate Counsel, etc.) and a widely published author; most recently "Why GARP Matters..." in Construction Accounting and Taxation Journal. Session Details & Speaker Bios Getting Your Organization Going with GARP Communications & Marketing, Leadership Level 3 Galina Datskovsky, Ph.D., CRM Distinguished Engineer and Senior Vice President of Architecture CA Inc. Dr. Galina Datskovsky is a Distinguished Engineer and Senior Vice President of Architecture at CA and is responsible for corporate wide architecture and design initiatives. She joined CA in 2006 with the acquisition of MDY Group International, where she served as founder and CEO. Galina is a Certified Records Manager and is recognized around the world as an expert in records management and associated technologies, including the convergence of records and document management, email and physical records management, and federated records management. She has been widely published in academic journals and speaks frequently for industry organizations such as AIIM, The Association of Legal Administrators, Gilbane Conferences, The Association for Work Process Improvement, LawNet/ILTA and Cohasset Associates/MER. Datskovsky also serves on the board of ARMA International. Prior to founding MDY, Galina consulted for IBM and Bell Labs and taught at the Fordham University Graduate School of Business and the Graduate School of Arts and Sciences at Columbia University. She received her CRM certification in 2004 and earned doctoral and master’s degrees in Computer Science from Columbia University. Fred A. Pulzello, MBA, CRM Fred A. Pulzello, MBA, CRM has 20 years of experience in records and information management. Fred is currently an executive RIM and technology consultant and was previously Executive Director and Global Corporate Information Manager for Morgan Stanley Inc. and before that was Assistant Vice President of the corporate records management group for Merrill Lynch & Co. Fred is Chair of the task force developing GARPSM and the current Treasurer of ARMA International. He earned a master’s degree in business administration from Seton Hall University and a bachelor’s degree in computer information systems from Manhattan College. He may be contacted at FPulzello@aol.com. Session Details & Speaker Bios Using Taxonomies to Improve Search RIM Practices, IT Level 3 You, I ‐‐ everyone in business wants information at their fingertips. They've come to expect and even demand it. But how can you best impact the value of that search? What are the best ‐‐ and most innovative ‐‐ ways being used at leading companies today? What's on the horizon for tomorrow? Information needs of organizations are complex and nuanced; therefore search solutions cannot simply be an afterthought. Since taxonomy is a core organizing principle of content management applications and related search tools, there are numerous ways to influence search recall and precision by using thesaurus structures and taxonomies. In this idea‐filled and enjoyable presentation, you'll meet Seth Earley, who has written extensively on this subject, speaks at conferences across North America, and has directly guided numerous Fortune 1000 companies in this area. We will discuss a variety of examples of advanced and integrated search environments that leverage metadata and taxonomies with various classes of search tools. Topics include: Metadata and object models, Disambiguation and Term expansion, Best bets and tuned search, Faceted search and guided navigation, and Natural language queries and semantic search If your interests have anything having to do with search optimization, knowledge management, content management systems and strategy, taxonomy development or related topics, you won't want to miss this unique opportunity. Seth Earley President & Founder, Earley & Associates Seth has been implementing content management and knowledge management projects for over 12 years and has been in the technology field for 20 + years. He is founder of the Boston Knowledge Management Forum and co‐author of Practical Knowledge Management from the IBM Press. He is former adjunct professor at Northeastern University, where he taught graduate courses in Knowledge Management Infrastructure and eBusiness Strategy. Seth has developed search, content and knowledge strategies for global organizations and has developed underlying taxonomies for a diverse roster of Fortune 1000 companies. He is a popular speaker and workshop leader at conferences throughout North America speaking on intranet design, knowledge management, content management systems and strategy, taxonomy development and other related topics. Session Details & Speaker Bios Writing for Publication Communications & Marketing Level 2 Writing for ARMA publications can be an exciting and rewarding endeavor. It can enhance your professional development as well as provide you with an opportunity to significantly contribute to the records and information management profession. It can provide you with a forum in which to share your knowledge and expertise, to gain recognition among your peers and to increase your professional credibility. Also ‐ Pride of authorship is wonderful! This session will discuss the various vehicles that ARMA provides for publication, the requirements and steps involved in having your materials published, and tips for producing materials for publication. You may already have written valuable materials that could be developed into great articles or thought pieces! Susan Goodman, CRM Senior Vice President, Digital Records Program, Bank of America Susan Goodman, CRM, MLS, ERMP, ECMP is a Senior Vice President and the RIM subject matter expert in Bank of America’s Enterprise Digital Records Program. Susan has written for several ARMA publications, is a past‐Chair of the ARMA Int’l Publications Committee, Past‐President of the Albany, NY and the Detroit, MI ARMA chapters and is a current member of the ARMA Int’l Standards Review Team. Susan is also a member of the Sedona Conference, Working Group One, where she contributes to guideline development. Session Details & Speaker Bios It’s 2010, Do You Know Where Your Records Are? ‐ The Status of Search & Retrieval and the Role of Records & Information Management in eDiscovery RIM Practices, IT Level 2 The second decade of the 21st century promises to present organizations with new challenges related to the ever‐growing volumes, locations, and types of ESI. At the heart of the discovery process, is the ability to identify, preserve, review, and produce relevant information in response to a litigation subpoena or regulatory request – increasingly at breakneck speed and with severe downward cost pressure. What is the status of search and retrieval in eDiscovery? What does current research tell us about what works and what doesn’t? What can be done by organizations to reduce risk and cost? And finally, is there a role for the records and information management professional in all of this, and if so, what? Ms. Grossman will review the current eDiscovery landscape with respect to search and retrieval and share her thoughts about how eDiscovery can and should be done now, and in the future. Maura Grossman, Esq. Wachtell, Lipton, Rosen & Katz Maura R. Grossman is Counsel at Wachtell, Lipton, Rosen & Katz, where she advises the Firm and its client on legal, technical, and strategic issues involving electronic discovery and information management, both in the U.S. and abroad. Maura has represented Fortune 100 companies and major financial institutions in corporate and securities litigation, including both civil actions and white‐collar criminal and regulatory investigations. She is a member of The Sedona Conference® Working Groups on Electronic Document Retention and Production, and on International Electronic Information Management, Discovery and Disclosure, and assisted in drafting and editing The Sedona Conference® Commentary on Achieving Quality in E‐Discovery (May 2009). Maura serves on the Advisory Board of BNA’s Digital Discovery and e‐Evidence Report, as well as the Georgetown Law E‐Discovery Advisory Board. She is involved in various initiatives to provide education on electronic discovery to state court judges and court‐appointed mediators and special masters, and is a coordinator of the 2010 Legal Track of the National Institute of Standards and Technology’s Text REtrieval Conference (TREC), a joint government/industry/academic research project studying the application of technology to the challenge of information retrieval in the context of eDiscovery. In addition to her law degree from the Georgetown University Law Center, Maura also holds an M.A. and Ph.D. in Clinical/School Psychology. Session Details & Speaker Bios Establishing Wiki and Blog Governance ‐ A Case Study RIM Practices, IT Level 4 This session explores the process for establishing governance and policy for the corporate use of wikis and blogs. Learn how to identify the key players to include in the working group and governance committee; balance the competing needs of RIM, Legal, Compliance, IT and lines of business; learn about the challenges you can expect; and review lessons learned. Participants are encouraged to share ideas and best practices based on their own experiences. Upon completion of this session, participants will be able to: • Identify key players and best practices for establishing wiki and blog governance and policy • Determine the appropriate steps for initiating wiki and blog governance committees and working groups • Identify and mitigate common challenges associated with the governance process • Determine how to balance the competing needs of RIM, Legal, Compliance, IT and lines of business. Jason C. Stearns, CRM Corporate Records Manager, New York Life Insurance Company Jason C. Stearns, CRM is the Corporate Vice President, Corporate Records Manager at New York Life Insurance Company where he is responsible for corporate records management strategy, program development, compliance and education. New York Life Insurance Company is the honored recipient of the first ever ARMA International Cobalt Award for Excellence in Records and Information Management. The Cobalt Award is presented annually to the company that exemplifies organization‐ wide best practices in managing records and information. Prior to joining New York Life, Mr. Stearns designed, implemented and administered records management programs for several New York based law firms with Forrest Solutions; a Manhattan based staffing, consulting, and outsourcing firm. Currently, Mr. Stearns is pursuing an MS in Applied Information Management from the University of Oregon and holds several records and financial services industry designations: CRM, FLMI, FFSI, PCS, ARA, AIRC, AIAA, and AAPA. Session Details & Speaker Bios Closing Remarks – A Digital Revolution We live in exciting times. We have witnessed the birth of a new communication medium – the Internet – and are now witnessing its continuing evolution and development. The concept of data production and consumption has taken on a whole new paradigm. We no longer process data in the conventional sense. We live in it. We are surrounded by it. The educational sessions have focused on topics such as the legal issues that have spawned from this new world; getting a grip on managing the proliferation of emails, blogs and wikis; understanding how the data can be preserved so that its meaning is never stagnant, and other salient issues. Now it’s time to put all these components together to form the broader landscape. AIIM International President John Mancini will close out the day by talking about our role as preservers of historical data and harbingers of future trends and standards in this digital revolution. Prepare to be inspired and educated on why it’s as important as ever for us as a community of records and information management professionals to never lose sight of the road ahead. John F. Mancini President, AIIM International John F. Mancini joined AIIM in May 1996. Working together with the AIIM Board, staff, and thousands of volunteers around the world, Mancini's goal is to help AIIM connect the users and suppliers of document and business process management technologies and services. Mancini believes that ECM tools and technologies provide solutions to help users with four key business drivers: continuity, collaboration, regulatory compliance, and reduced costs. Prior to joining AIIM, Mancini spent 11 years in various positions at the American Electronics Association in Washington, D.C., most recently as Executive Vice President and Chief Operating Officer. The American Electronics Association is the nation's largest technology trade group, representing over 3,000 U.S. high technology companies. He has authored several publications on the electronics industry and has testified before Congress. Mancini is a frequent speaker at meetings and conferences throughout the world on various topics including the document management marketplace and association direction and activities. He holds a bachelor's degree from the College of William and Mary and a master's degree from Princeton University. He is a member of the American Society of Association Executives. Special Concurrent Session Effective E‐mail Management This seminar: presents a methodology for managing e‐mail more effectively determines at which point a message becomes a record instructs on how to capture and classify that record features the types of solutions available to manage e‐mail messages identifies steps to selecting the right solution for your organization is for every person and every‐sized business with emails to manage 8:00 am – 8:30 am Registration 8:30 am – 9:45 am Developing an E‐mail Policy 9:45 am – 10:00 am Break 10:00 am – 11:15am Identifying and Classifying Messages as Records 11:15 am – 12:30 pm Selecting and Implementing E‐mail Management 12:30 pm – 1:30 pm Lunch with our Sponsors and Exhibitors 1:30 pm – 2:45 pm Managing Your E‐mail Better – By Managing Less of It! 2:45 pm – 3:00 pm Break 3:00 pm – 4:00 pm Outside the Inbox: Collaborating More Efficiently 4:00 pm – 4:45 pm Closing Remarks – John F. Mancini, President, AIIM International Jesse Wilkins, CRM, CDIA+, CDIA, FAI Access Sciences Jesse Wilkins is a principle consultant with Access Sciences Corporation where he focuses on electronic records management, messaging technologies, collaborative tools, and process and system design. He serves on the ARMA International Board of Directors and on numerous task forces and committees. Wilkins has presented numerous times at ARMA International and AIIM events from 2003 – 2009. In 2006, he was the recipient of the AIIM education award. Ready For More? ARMA @ Noon Lunchtime Educational Series Upcomiing Eventts**:: Upcom ng Even s February 26th Marketing Your RIM Program April 9th Cloud Computing & Regulated Data April 19th Joint Session with Special Libraries Association May 3rd RIM Issues in Entertainment and Media June 7th Co-Sponsored Session with AIIM Each sessiion iinclludes:: Each sess on nc udes • Leadiing Prracttiices and IInfforrmattiion • Lead ng P ac ces and n o ma on • Top Nottch Nettworrkiing • Top No ch Ne wo k ng • Grreatt ffood!! • G ea ood All for only $10 per session! Sessiions helld att Sess ons he d a New Yorrk Liiffe IInsurrance Company New Yo k L e nsu ance Company 51 Madiison Avenue 51 Mad son Avenue New Yorrk,, NY 10010 New Yo k NY 10010 Noon – 2::00pm Noon – 2 00pm orr viisiitt www..arrmanyc..orrg tto llearrn morre o v s www a manyc o g o ea n mo e *Dates and topics subject to change Platinum Sponsors Autonomy Corporation plc, a global leader in infrastructure software for the enterprise, spearheads the Meaning Based Computing movement. IDC recently recognized Autonomy as having the largest market share and fastest growth in the worldwide search and discovery market. Autonomy's technology allows computers to harness the full richness of human information, forming a conceptual and contextual understanding of any piece of electronic data, including unstructured information, such as text, email, web pages, voice, or video. Autonomy's software powers the full spectrum of mission‐ critical enterprise applications including pan‐enterprise search, customer interaction solutions, information governance, end‐to‐end eDiscovery, records management, archiving, business process management, web content management, web optimization, rich media management and video and audio analysis. Please visit www.autonomy.com for additional information. Pitney Bowes is a $6.3 billion global technology leader whose products, services and solutions deliver value within the mailstream and beyond. Founded in 1920, the company's 35,000 employees deliver technology, service and innovation to more than 2 million customers worldwide. For more information about Pitney Bowes, its products, services and solutions, visit www.pb.com. Platinum Sponsors Micro Graphic Information Services, Inc. is the document imaging conversion service of choice for Fortune 500 companies. Since 1994 MGIS has provided the total imaging service solution. MGIS enables our clients to enjoy the benefits of document imaging virtually risk free. Using MGIS reduces implementation time, complexity and the cost of document imaging. No longer will IT staffs and management be burdened with the expense and hassle of purchasing and maintaining hardware, software, and support staff for costly imaging systems. After we assist you in the design of a solution that meets your needs your job is done. With MGIS once the design is in place our experienced imaging professionals handle the rest. Huron Consulting Group helps clients in diverse industries improve performance, comply with complex regulations, resolve disputes, recover from distress, leverage technology, and stimulate growth. The Company teams with its clients to deliver sustainable and measurable results. Huron provides services to a wide variety of both financially sound and distressed organizations, including leading academic institutions, healthcare organizations, Fortune 500 companies, medium‐sized businesses, and the law firms that represent these various organizations. Huron is a management consulting firm and not a CPA firm, and does not provide attest services, audits, or other engagements in accordance with the AICPA's Statements on Auditing Standards. Platinum Sponsors Lighthouse Computer Services was founded in 1995 with the goal of building long‐term technology partnerships with mid‐ to large‐size enterprises. Today, Lighthouse is a trusted IT services provider to over 450 companies throughout the Northeast United States, offering consulting, integration, and maintenance services on the latest hardware and software technologies. Lighthouse currently employs over 100 IT and business professionals, and is one of the most recognized and awarded IBM Premier Business Partners in the USA. With annual sales exceeding $100 million, Lighthouse is consistently ranked among the fastest‐growing IT solutions providers in the region. Lighthouse connects you to the region's most complete IT Professional Services team, offering services across seven integrated practice areas: Virtualization Services; Enterprise Security Solutions; IT Regulatory Compliance; WebSphere Services; Enterprise Content Management; Storage and Backup, and Infrastructure Services. Lighthouse consultants and technicians provide a full spectrum of services from the first planning meeting to final implementation. Most importantly, our services don’t end after installation. To help our customers manage and maintain their environments, Lighthouse offers periodic health reviews and tune‐ups to ensure infrastructure stays up to date and problem‐free. Iron Mountain is the world leader in information management services, assisting more than 140,000 organizations in 39 countries on five continents with storing, protecting and managing their information. Their experience, knowledge and reputation for security have combined to make them the world’s leading provider of: records management, data protection and recovery, and information destruction. STAND OUT FROM THE CROWD… Thank you! Exhibitors www.AllStat.com www.BackThruTheFuture.com www.DataBankIMX.com www.GRMIMS.com www.NovaRecordsMgmt.com www.PriorityArchives.com www.recommind.com Tote bags and raffle prize compliments of Additional raffle prize compliments of Are you a CRM? The Current and Future Value of Being a Certified Records Manager Rae Lynn Haliday, CRM, MBA Regent for Public Relations and Professional Development Institute of Certified Records Managers The Institute of Certified Records Managers (ICRM), an international certifying body of and for professional records managers, began the process of issuing the CRM designation in 1975. Thirty-five (35) years later, the organization and the credential remains a valuable part of the Records and Information Management (RIM) community; an expanding interdisciplinary, global and diverse constituency. As issues specific to the economy, changing business needs and new challenges and opportunities emerge in an increasingly virtual environment, the CRM designation is a highly sought after credential that more and more professionals are pursuing. RIM competencies and the need for standards and best practices continue to evolve and multiply specific to electronic records management and related legal compliance. A RIM manager can never be completely secure that they are on the bleeding edge unless they are immersed in the profession and actively engaged in the learning process. The CRM certification is an effective gateway to both. In 2009, the ICRM launched a comprehensive branding strategy and marketing plan. As a result of these initiatives, the organization’s logo and publishing format has been updated to ensure that it continues to be successful in communicating and articulating its mission and primary services to an expanding marketplace. The ICRM has made a significant commitment to delivering membership services that are in line with current standards for other certifying organizations, and to ensure the CRM designation continues to be the credential of choice by RIM professionals due to its timeless viability and relevance. For more information on the CRM designation, please contact the ICRM at (877) 244-3128 or visit www.icrm.org.
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