Executive Conference Center 1601 Broadway, New York, NY, 10019 · 1601 Broadway, New York, NY, 10019 7:30 am - 5:00 pm with Networking Reception Following. ... HPE, iManage, FileTrail,

Approved for 5 CRM, 4 IGP, 5 CIP and 4 CLE (Including 1 Ethics) Credits

March 5, 2019

Executive Conference Center 1601 Broadway, New York, NY, 10019

7:30 am - 5:00 pm with Networking Reception Following

ARMA METRO NYC Spring Conference 2019, Tuesday March 5, 2019 | Gateway to Information Governance2

President's Letter 3

Floor Plan 4

Program Agenda 5

Networking Reception 7

Board of Directors 8

Keynote Speaker 9

Session 1 10 Crossing Borders: What can happen when an electronic device crosses an international border or data flows across one

FBI on Cybersecurity

Strategic Approach to Compliance and Use of Technology

10 Ideas to Simplify Your Retention Schedule

Session 2 12 Cleaning Electronic Shelves Reasonably

How to implement an Enterprise Information Lifecycle Management Program with a view into Critical Data Processes

Case Study: Farmers Insurance's Tools & Approach to IG

Building High Performing and Effective IG Teams

Session 3 14 Lawyers and Records Information Managers: How can they be perfect together?

How to Leverage California Consumer Privacy Act for Information Governance

The Privacy Paradox: Privacy and Trasparency with Technology

Professional Development Pathways - CRA, CRM, IGP & Related Certifications

Session 4 16 Winning Cases and Keeping Confidences: Ethical Use of Electronic Information

Privacy?, What Now and What's Next?

MER Special Session: Enabling Your Success in the IG World

Strategic Planning: An Interactive Workshop

Business Partners Index 18

TABLE OF CONTENTS

ARMA METRO NYC Spring Conference 2019, Tuesday March 5, 2019 | Gateway to Information Governance 3

WELCOME!2 | ARMA METRO NYC 2016 SPRING CONFERENCE

Dear Members, Colleagues and Friends,

Welcome to the 20th Anniversary of our annual ARMA Metro NYC Spring Educational Event, and once

again, we are happy to present our program at the Executive Conference Center in Times Square, the

crossroads of the world. Our special keynote speaker this year is the Emmy and Edward Murrow award

winning CBS News correspondent Michelle Miller. Ms Miller has anchored the CBS Evening News in

addition to providing significant reporting on the celebrated programs CBS This Morning and CBS Sunday

Morning with Charles Osgood.

Once again, this year’s lineup features many renowned presenters, timely and thought provoking topics

grounded in the Generally Accepted Principles developed by ARMA International. Our theme this year is

“Innovation & Inspiration, RIM & IG – The Time is Now!” I am particularly excited to dive into the data lakes

presentation by Ron Hedges and Galina Datskovsky.

Our programming has been underwritten by the generous support of our many sponsors, but most

especially our Empire State sponsor Iron Mountain, our Broadway sponsor Nuix, and our Wall Street

sponsors Access/Archive Systems, AdLib, Constellio, HPE, iManage, FileTrail, Zasio, and Zia Consulting/

Alfresco. Please be sure to visit them at their tables, and have your Raffle Cards stamped for the exciting

prizes to be raffled at the end of the event.

None of this would be possible without the army of ARMA volunteers from the tri-state area chapters who

have worked diligently under the guidance of event managers Mary Sherwin and David Smythe. Thanks

to the Presidents of our partner ARMA chapters, Lucy Rieger & Ann Gorr of NNJ, Matt Fisher of CT and

Deborah Tamborski of Long Island and their assigned member volunteers for helping us make this event

extra special. Finally, my eternal thanks go out to the Metro NYC Board and our dedicated and high-

achieving committee members who have given their time and resources so generously not just for this

event, but throughout the year. As this is my last Spring Conference as President, my opportunities to

express my gratitude to them for their dedication are dwindling, so let me do so once again.

The event has been pre-approved for 5.5 CRM and 4.5 IGP maintenance credits, and in keeping with

tradition, a special edition of our bi-monthly Newsletter exchange will be published and distributed at the

event. For more information on our upcoming activities, check out the chapter website at www.armanyc.org

All my best,

Bryn BowenBryn Bowen, Schulte Roth & Zabel LLP, President, ARMA Metro NYC

WELCOME!

Dear Members, Friends and Guests,

On behalf of ARMA Metropolitan New York City Chapter’s Board of Directors, WELCOME to our 2019 Spring Conference!

Our conference theme this year is Gateway to Information Governance. For as long as I can recall being involved in ARMA, I’ve been hearing fellow members say the phrase “it’s an exciting time for the association”. Around the time that I joined the ranks was the introduction of electronic records into the mainstream RIM vernacular; there were corporate recordkeeping scandals and ensuing fallouts in case law; revisions to the Federal Rules of Civil Procedure; “Web 2.0” and its vast effects on data; the economic crisis of 2008 and a renewed focus on the need to revamp our medical systems of record; "the cloud"; and most recently, breakthroughs in artificial intelligence that promise to revolutionize how we interface with our devices and our data.

And it’s true, those were all exciting times in their own rights, and have given rise to so many new offshoots that can be rolled into Information Governance. But I believe we are still at the cusp of nothing short of a revolution.

Faced with shifting demographics and the rapidly accelerating development of highly sophisticated technologies, I can’t help but feel that the nexus of our transformation - as not just an association, but an entire industry - has yet to be fully realized. We truly are standing right at the Gateway to Information Governance. At this time, our technology is poised to hyper scale in its ability to process all this data whose growth rate has been expanding for decades. And the point where data goes from being an impersonal, obscure concept, to what it naturally aspires to be - information, is where we make that evolutionary leap. This is the metamorphosis, where we go from piggy banks to hedge funds. Data becomes information. And information can be harnessed. It can be consumed, understood and exploited.

I subscribe to the notion that there is an inherent natural balance in all things, and particularly in complex systems. I believe there is a cycle; an ebb and flow; a lifecycle, if you will. Rapid advancements like the one we’re in can easily become the proverbial runaway train, eventually demanding a counterbalance to stave off its own self-implosion. The question is, will we be the creators of our own destiny, assertive enough to apply the lessons we've learned through the years of lifecycles and governance frameworks? Or will the counterbalance be a more nefarious event, and settle things on our behalf?

We live in times of renaissance. We are compelled to be creative, flexible and forward-thinking in our approach. We have a solemn responsibility to get it right, because our very relevance in this burgeoning global conversation will be scripted by the actions we take today, as ambassadors of the discipline of Information Governance. The manner in which we educate, collaborate and cooperate in this point of inflection will determine whether the power of the information we harness will be used to do things like cure cancer, or to foment the next world war.

So with that thought, I invite you to take in all that this day has to offer. Engage, learn and interact with your fellow thought leaders and practitioners in this field. From practicing attorneys and judges to federal law enforcement authorities, to global IG heads and Chief Privacy Officers, and everyone in between, the level of knowledge and expertise present in this building today is unparalleled.

As you may have seen, we have unveiled a brand new event app - aptly (get it?) named Gateway 2019. With the app you can access the schedule, speakers, exhibitors, other attendees and more - all at the tip of your fingers. You can stay up to date with all of the conference details, including exclusive messages, and participate in games and social activities while facilitating your educational experience.

I would be remiss if I failed to recognize the herculean efforts of our Conference Task Force, Board of Directors and volunteers. Nobody gets paid for doing any of this. Most of us have to balance full-time jobs on top of personal responsibilities, and still, the results are nothing short of spectacular. So if you see or speak to any of our amazing volunteers (check out the full list of names in the event app), don’t feel shy to say THANK YOU. This is a labor of love for us, and we would welcome the feedback!

We have used the Executive Conference Center as our event venue for several years, and there is one reason above many others why we always end up back here - the people! Tony Adia and his staff are always attentive and helpful, and we are most grateful for the warm welcome we receive here every year.

Last but certainly not least, none of this would be possible were it not for our business partners, whose financial assistance spins the wheels of innovation and energy at the Chapter. Stop by all the exhibit booths, ask questions and engage. Don’t forget that they are an integral component of our industry's collection of experts and thought leaders, and they have amazing insights of their own that you will likely benefit from.

And now, off to the races!

p.s. - don’t forget to leave some time to unwind at the end of the day at our networking and reception gathering on the 6th floor lounge, complete with complimentary drinks and snacks, and even a photo booth!

Warm Regards,

Eugene Stakhov, CRM, CDIA+ President, ARMA Metro NYC Chapter

Gene


VENUE INFO7th Floor Plan

ARMA METRO NYC 2016 SPRING CONFERENCE | 5

REGISTRATION

Attendee Registration – 8th Floor Lobby $195

Sponsor Registration – 7th Floor Lobby $145

Networking Reception Only [5:00pm – 7:00 pm – Rooms 701-702] $60

To register for this event or for more information about ARMA Metro NYC, visit www.armanyc.org

VENUE INFO 7th Floor Plan

701–2

703

708

709

706

707

704705

712711713

710

715

714

MEETING SPACE

LOUNGE AREA

RESTROOMS

FIRE STAIRS

Keynote Speaker Sponsor Exhibit Room

Coat Check Room #703

Main Classroom - Information Governance

(Red) Track - Room # 705

Main Classroom - Privacy & Security

(Green) Track - Room # 704

Registration/Break Area

Coffee

ARMA Board room

# 713

Speak Ready Room# 712

Lounge Area

Main Classroom - RIM & Leadership

(Yellow) Track - Room # 711

Main Classroom - Technology

(Blue) Track - Room # 710

Walk-In Fee

Coffee

XX

701–2

703

708

709

706

707

704705

712711

713

710

715

714


Coffee

Lounge Area(Meals)

Speaker Ready Room

# 715

Technology(Blue) TrackRoom # 710

IG / RIM Practices(Yellow) TrackRoom # 711

Coffee

Legal Track(Red) TrackRoom # 704

Governance, Risk and Control(Green) TrackRoom # 705

Keynote Panel /Business Partners

Exhibit Room

Main Classroom:


Mens’ Restroom

Ladies’Restroom

VENUE INFO 7th Floor Plan

701–2

703

708

709

706

707

704705

712711713

710

715

714

MEETING SPACE

LOUNGE AREA

RESTROOMS

FIRE STAIRS

Keynote Speaker Sponsor Exhibit Room


Main Classroom - Information Governance

(Red) Track - Room # 705

Main Classroom - Privacy & Security

(Green) Track - Room # 704


Coffee

ARMA Board room

# 713

Speak Ready Room# 712

Lounge Area

Main Classroom - RIM & Leadership

(Yellow) Track - Room # 711

Main Classroom - Technology

(Blue) Track - Room # 710

Coffee

XX

Lounge Area


PROGRAM AGENDAEvent Time Legal - Track 1 Governance, Risk & Control

- Track 2Technology - Track 3 IG/RIM Practices - Track 4

Room # 704 Room # 705 Room # 710 Room # 711

Registration 7:30Registration and Breakfast / Networking / Meet Our Business Partners

Keynote 9:00 Keynote - GDPR & CCPA …Myth? Misery? Mystery? Mastery Barclay T. Blair, Founder & Executive Director at the Information Governance Initiative

Jo Ann Davaris, Chief Privacy Officer, Mercer Wayne Matus, GC and Chief Compliance Officer, Safeguard GDPR

David Peach, Chief Information Security Officer, The Economist Group Michael Potters, CEO, Glenmont Group, Moderator

Break 9:45 Break

SESSION 1 10:00 Crossing Borders: What can happen when an

electronic device crosses an international border or

data flows across one

Gail Gottehrer, Law Office of Gail Gottehrer

Ron Hedges, Dentons

FBI on Cybersecurity Prashanth Mekala

Supervisory Special Agent, FBI

Strategic Approach to Compliance and Use of

Technology Leigh Isaacs, Proskauer,

Rose LLP

Ten Ideas to Simplify Your Retention Schedule William Saffady RIM

Consultant and Author

Break 11:00 Morning Break - Meet With Business Partners

SESSION 2 11:30 Cleaning Electronic Shelves Reasonably

Ron Hedges, Dentons Ilana Lutman, Mercedes Benz

How to Implement an Enterprise Information Lifecycle Management

Program with a View into Critical Data Processes

James Dawson

Case Study: Farmers Insurance's Tools & Approach

to IG

John Isaza, Rimon, Jeff Lewis, Farmers Insurance

Building High Performing and Effective IG Teams

Glenn Fischer, Kirkland & Ellis

Lunch 12:30 Lunch - Meet With Business Partners

SESSION 3 1:30 Lawyers and Records Information Managers: How

can they be perfect together?

Ron Hedges, Dentons Ilana Lutman, Mercedes Benz

Mary Sherwin, CBS Corporation

How to Leverage California Consumer Privacy Act for Information Governance

Mark Diamond, Contoural

The Privacy Paradox: Privacy and Trasparency with

Technology

Brian Tuemmler, Nuix

Professional Development Pathways: CRA, CRM, IGP and

Related Certifications

Jason C. Stearns, Blackrock

Break 2:30 Afternoon Break - Meet With Business Partners

SESSION 4 3:00 Winning Cases and Keeping Confidences: Ethical Use of

Electronic Information

Mark Berman, Ganfer Shore Gail Gottehrer, Law Office

of Gail Gottehrer Ron Hedges, Dentons

Privacy? What’s Now and What’s Next?

Richard Hogg, IBM

MER Special Session: Enabling Your Success

in the IG World

Seth Williams, MER Mike Salvarezza, MER

Strategic Planning: An Interactive Workshop

Melissa Dederer, RIM

Consultant Anita Castora, Jabil Inc.

Break 4:00 Break

Close & Raffle

4:15Closing Remarks and Raffle

Reception 5:00 - 6:30 PM

Networking Reception - 6th Floor Networking Lounge


LET’S GET SOCIAL

FOLLOW US ON TWITTER@ARMA_MetroNYC

LIKE US ON FACEBOOK/ARMAMetroNYC

JOIN OUR GROUPSARMA Metro NYC


Join ARMA Metro NYC during the month of March

• Receive a Free Evening Meeting valid for one year upon verification of your membership!

• All new members will be entered into a raffle for a chance to win a $100 gift card – drawing at the April meeting of ARMA Metro NYC!

All new members that join ARMA on March 5 will receive a Free Networking Event valid for one year upon verification of your membership sign-up date. We want to meet you and share the diverse, in-depth, educational programming we offer and the camaraderie of colleagues in the ever-changing field of Information Governance.

Stop By The Membership table At the All Day Educational Event On Tuesday, March 5:

• Join the ARMA Metro NYC Chapter in “real time” – Meet and network with other Records Managers

• Get a look at the latest RIM/IG technology – Attend premier, RIM/IG educational sessions

MEM

BERSHIP

MADNESS

PROMOTION

M

ARCH

MADNESS

Join

ARMA Metro NYC Chapter MembershipIs A Slam Dunk!

NETWORKING RECEPTION5:00 pm – 6:30 pmNetworking Reception sponsored by Iron Mountain. Take the elevator down one floor. Check out the Photo Booth!

Thanks to the generous sponsorship of


ARMA NYC 2018

Eugene Stakhov, CRM, CDIA+President

Mary W. Sherwin, CRM, IGP, CIPP/USImmediate Past President

Glenn P. Fischer, IGPExecutive Vice President

Jennie Catherine Dubin-RhodinSecretary

John R. HidalgoTreasurer

Andrew CorridoreVice President, Membership

Jennifer Best, JDVice President, Newsletter

Carol Cindy Shea-Zuvich, CRM, IGPVice President, Advertising & Promotion

Michael LandauVice President, Professional Development

Rishi R. MaharajVice President, Events & Special Projects

Stephen E. Cohen, CRMVice President, Information Technology

BOARD OF DIRECTORS


GDPR & CCPA …MYTH? MISERY? MYSTERY? MASTERYCompliance with GDPR has dominated the focus of privacy and legal professionals around the globe as they worked around the clock to achieve compliance with this landmark information law. But is achieving GDPR compliance the end of something, or really just the beginning of something?

Although the GDPR is impactful, it appears like there will be several several laws that follow it around the world, and it is impossible for organizations to chase compliance with each of these as if it were a firefight. The only way forward is for organizations to build an information governance program that prepares it for whatever comes next.

Hear from our expert panel of the World’s Leading Privacy expertsthe ways they have tackled this at their organizations and the benefits they have seen.

KEYNOTE SPEAKERS | 9:00

DAVID PEACHJO ANN DAVARISMICHAEL POTTERS WAYNE MATUSBARCLAY BLAIR

MEET OUR SPEAKERS


SESSION 1 10:00CROSSING BORDERS: WHAT CAN HAPPEN WHEN AN ELECTRONIC DEVICE CROSSES AN INTERNATIONAL BORDER OR DATA FLOWS ACROSS ONERON HEDGES, JD & GAIL GOTTEHRER, JD

Lawyers almost invariably carry electronic devices. These devices can store or access client confidential information. What protections do attorneys have when they cross international borders with those devices? Can law enforcement access content of those devices? Moreover, clients may have electronic information located outside the United States. What can attorneys argue when demands are made for that electronic information for litigation in the United States? This session will explore these and related questions. Topics include: • Circumstances under which confidential information stored on electronic devices can be seized and searched by law enforcement at a border • Restrictions on seizure and search of confidential information at a border • Requesting discovery of information stored outside the United States

LEGALRoom # 704

FBI ON CYBERSECURITYPRASHANTH MEKALA

Data breaches have the potential to significantly impact your organization’s ability to operate. This session will focus on what types of cyber threats your firm can expect to face and how to properly address them.

GOVERNANCE, RISK & CONTROL

Room # 705

The Power of Information InsightUnderstand, manage and govern the data that matters

• Secure content management• Archiving and litigation readiness• Regulatory compliance

Learn more:www.microfocus.com/infogov

Micro Focus Information Managementand Governance


SESSION 1 10:00STRATEGIC APPROACH TO COMPLIANCE AND USE OF TECHNOLOGYLEIGH ISAACS, IGP, CIP

Understanding and meeting your organization’s compliance needs is often a complex undertaking. It is a myth that “plug-and-play,” out of the box solutions are the answer. As with most things information governance, the most effective plan requires a strategic approach, and technology alone is not the answer. Join us for this session to learn more about: • Asking the right questions and bringing together the right people to effect necessary change • How to identify and leverage existing technology to satisfy compliance mandates • Strategies to get buy-in and approval to implement solutions and initiatives • Bringing it all together with the right mix of people, process and technology.

TECHNOLOGYRoom # 710

10 IDEAS TO SIMPLIFY YOUR RETENTION SCHEDULEWILLIAM SAFFADY, FAI

Record retention is a fundamental responsibility of RIM professionals, but retention schedules can be time-consuming to prepare and difficult for users to understand and apply. This session will discuss retention concepts and practical methods that can simplify schedule development, improve user acceptance, and facilitate compliance. Topics to be covered will include uniform retention periods, flexible retention periods, aggregation of record series, elimination of event-based retention triggers, and policies that replace schedules for specific types of records.

IG/RIM PracticesRoom # 711

Security, Risk and GovernanceGovern & Secure Your Firm’s Data, Documents & Files

Records Manager

Security Policy

Manager

Threat Manager

Business Intake

Manager

Conflicts Manager


SESSION 2 11:30

CLEANING ELECTRONIC SHELVES REASONABLYRON HEDGES, JD & ILANA LUTMAN, CRM, CIPP/US

HOW TO IMPLEMENT AN ENTERPRISE INFORMATION LIFECYCLE MANAGEMENT PROGRAM WITH A VIEW INTO CRITICAL DATA PROCESSESJAMES DAWSON, CSSLP, IGP

Business and government entities create, store, and use electronic data at a staggering rate. That rate is driven by, among other things, the ever-increasing volumes and varieties of data. However, there may come times when data becomes obsolete or unreliable or simply inaccessible. In such circumstances, it may become a liability rather than an asset. For all these reasons – including those imposed by new regulatory regimes such as the GDPR – there may be circumstances when data should be minimized or disposed of. This session will examine the challenges posed by “old” data and how that data might be disposed of without regulatory or litigation-related risk. Topic include: •The role of information governance in deciding whether certain information should be retained and for how long; Restrictions on retention imposed by laws such as the GDPR • Reconciling retention and disposition: What can be done to be “reasonable” when making disposition decisions to avoid the imposition of sanctions

James will discuss how he has developed and implemented the approach and strategy for Data Risk, Governance and Enterprise Information Lifecycle, in a $12 Million-dollar program that that mitigates major risk issues and matters requiring attention (MRAs) for financial services and insurance organizations such as Freddie Mac, UBS, Aon and others. The presentation will demonstrate design and implementation milestones necessary for the Information Risk Strategy for enterprise wide risk-based data remediation, risk-based compliance, data governance and information lifecycle for all structured and unstructured data. The Milestone strategy discussed will include the development and implementation of technology capabilities and risk mitigation for the effective use risk reduction and value realization of information assets across the organization. The presentation seeks to established how to build the foundational governance structure for the divisional "business advocate" to ensure technology capabilities support business needs while maintaining focus on operational risk in information processes.

LEGALRoom # 704


Room # 705


SESSION 2 11:30

CASE STUDY: FARMERS INSURANCE'S TOOLS & APPROACH TO IGJOHN ISAZA, ESQ., FAI & JEFF LEWIS, CISA

Holistic information governance is key to not only mitigate significant risks for the organization, but also to protect vital assets, while at the same time helping to maximize productivity. To achieve these lofty goals the organization must leverage its best independent professionals, prioritize its goals, and address them methodically along with the right cadence. In this session, Farmers Insurance (the 2017 ARMA International Award for Excellence winner) will share its approach to modernizing its information governance strategy. The session will provide insight into the records management and eDiscovery tools it has adopted to implement its information governance strategies, including insight into the policies developed at Farmers Insurance to help embrace records and information management.


BUILDING HIGH PERFORMING AND EFFECTIVE IG TEAMSGLENN FISCHER, IGP

A highly functioning team is one that is energizing, productive and delivers results. Building an effective team like this takes strong and focused leadership. In this workshop, you will learn strategies and techniques for building great teams and creating successful team dynamics. You will develop skills that enhance communication and trust of direct reports, and align team members around shared goals so they can effectively plan, communicate, execute and deliver. We will also discuss leadership styles, delivering feedback and addressing poor performance.


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We understand the unique document recovery needs of each industry and can tailor our services to meet them, from vacuum freeze

drying for rare books to real-time document access and on-site security for sensitive documents.

www.polygongroup.com


LEGALRoom # 704

SESSION 3 1:30LAWYERS AND RECORDS INFORMATION MANAGERS: HOW CAN THEY BE PERFECT TOGETHER?ILANA LUTMAN, CRM, CIPP/US, MARY SHERWIN, CRM, IGP, CIPP/US; RON HEDGES, JD

Litigation proceeds in stages. At each records information managers may be called on to assist attorneys in, among other things, the preservation, collection, and production of relevant electronic information. Managers and their attorneys, both in-house and retained, must collaborate to bring litigation to successful conclusions. This session will examine the stages of litigation, discuss possible roles for managers in each, and explore how collaboration between attorneys and managers might work. Topics include: • Analysis of the stages of litigation and the roles for records information managers in each • Discussion of the importance of positive relations between attorneys who supervise or participate in litigation and managers • Possible consequences when something goes wrong and how attorneys and managers can work together to minimize or eliminate sanctions

HOW TO LEVERAGE CALIFORNIA CONSUMER PRIVACY ACT FOR INFORMATION GOVERNANCE MARK DIAMOND

The California Consumer Privacy Act (CCPA) is coming quickly, promising real penalties not just for California companies, but also those in New York and across the United States. This new law invites significant litigation for non-compliance and has other states gearing up with similar or harsher laws. CCPA requires many companies to classify, secure, produce and delete privacy information that is potentially scattered across the enterprise. Closer inspection of CCPA reveals that achieving compliance is primarily an Information Governance activity. Will CCPA become a catalyst that finally brings attention and funding to neglected Information Governance programs? In this discussion, Mark Diamond from Contoural will provide an overview of CCPA and review the essential Information Governance processes required to support it. Join us as we discuss how CCPA is moving Information Governance from “nice to have” to “must have.”


Room # 705

Records Management

Content Governance

for SharePoint

Document Management

for SAP

Gimmal simplifies records and information management with software that captures, manages, governs, and archives information so you can focus on your core mission.

To learn more visit www.gimmal.com


SESSION 3 1:30

THE PRIVACY PARADOX: PRIVACY AND TRASPARENCY WITH TECHNOLOGYBRIAN TUEMMLER

The biggest hurdle to achieving privacy compliance, or almost any other IG project is, "I don't even know what data I have." Index and classification management tools can provide the information transparency necessary to see what you have, eliminate garbage and expired records, protect privacy information, and improve compliance.


PROFESSIONAL DEVELOPMENT PATHWAYS - CRA, CRM, IGP & RELATED CERTIFICATIONSJASON C. STEARNS, CRM, IGP, CIPP/US

CRA, CRM, and IGP are just some of the certifications available to information professionals. Knowing which one to work towards and why will help you develop a career pathway that aligns with your career goals. This session will explore these, and related credentials, to give you a better understanding of how each may benefit you and fit into your plans.


To:• deliver better customer experience • improve time to revenue• reduce cost of operations

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LEGALRoom # 704

SESSION 4 3:00

WINNING CASES AND KEEPING CONFIDENCES: ETHICAL USE OF ELECTRONIC INFORMATIONRON HEDGES, JD; GAIL GOTTEHRER, JD; MARK BERMAN, JD

Electronic information is everywhere and is a common—and increasing—part of litigation. Attorneys must be competent to deal with that information. Attorneys must also understand what they can do to transmit information to courts and other parties and between themselves and their clients in ways that will protect the confidentiality of privilege, work product, or sensitive information. This session will explore competence, confidentiality, and supervision of nonlawyers called on to assist attorneys. Topics include: • The meaning of “competence” when dealing with electronic information in litigation • Ways to protect attorney client privilege, work product, and confidential information when communicating with courts, clients, and other parties • What “supervision” means when selecting vendors to assist in litigation and to store information in “the Cloud”

PRIVACY?, WHAT NOW AND WHAT'S NEXT? RICHARD HOGG

We're nearly a year into GDPR - what happened? Were you ready? What's next? • Next up includes California's CCPA and Brazil's LGPD coming in 2020 - are you ready? • Where else is there a rising tide around data privacy and protection and how does that sync with information governance? • What can and should you do to raise your readiness and accelerate your journey to compliance? What have large organizations done?


Room # 705


THANKS TO OUR RAFFLE PRIZE / GIFT DONORS

SPECIAL THANKSBAG SPONSORPRINT & DESIGN SERVICES MEAL SPONSOR

SESSION 4 3:00

MER SPECIAL SESSION: ENABLING YOUR SUCCESS IN THE IG WORLDSETH WILLIAMS , MIKE SALVAREZZA

The MER conference is dedicated to equipping records managers and information governance practitioners to more meaningfully impact their organization's business objectives. In this session, learn how the MER Conference is using new platforms, such as MER Sapient, to provide relevant education on important topics relating to the IG challenges before us, and how it is working with local chapters of ARMA to create meaningful educational experiences for IG practitioners and decision makers.Attendees will also get an in-depth look at the upcoming MER Conference program and the current schedule of MER Sapient Webinars.


STRATEGIC PLANNING: AN INTERACTIVE WORKSHOPMELISSA DEDERER, FAI, CRM, IGP & ANITA CASTORA, FAI, CRM, IGP

Strategic planning is something we all have to do whether we realize or not. We must plan what needs to be done to accomplish our goals and then prioritize them. There are many steps involved in strategic planning. In this interactive session, you will learn what strategic planning is, understand what is involved, and experience the process as a participant of a strategic planning session.



Vendor Contact Website Products and Services

BROADWAY LEVEL

Iron Mountain Shaun Lyons [email protected]

www.ironmountain.com • Information Management• Digital Transformation• Secure Storage

WALL STREET LEVEL

Micro Focus Matthew McCarthy [email protected]

www.microfocus.com Secure Content Management:• Data Privacy and Protection• Risk and Modernization • Preservation and Governance

TIMES SQUARE LEVEL

Access Ian Robert Moran [email protected]

www.accesscorp.com • Document Storage• Conversion and Destruction Services• Software for HR Employee Document

Management

Active Navigation Patrick [email protected]

www.activenavigation.com File analysis for:• Cyber Regulations & GDPR Compliance• ROT Cleanup• Information Governance & Auto-

classification

Consilio Todd Adelstein Todd.adelstein@ consilio.com

www.consilio.com • EDiscovery and document review• Risk management and compliance• Legal consulting services

iManage Dave Jackson [email protected]

www.imanage.com • Document and Email Management• Artificial Intelligence• Security, Risk and Information Governance

ZL Technologies Joelle Kuehn [email protected]

www.zlti.com • Files Analysis and Management• Records and Information Management• On-premise and cloud-based archiving

solutions

GRAND CENTRAL LEVEL

Belfor Gary Alexander gary.alexander@ us.belfor.com

www.belfor.com/en/us • Property Restoration• Document and Media Recovery• Disaster Recovery

BMS CAT Melanie [email protected]

www.bmscat.com • Disaster restoration specializing in document recovery and remediation from damage by water, fire and mold

Crown Records Managment

Michael Murphy [email protected]

www.crownrms.com/intl/en-us

• Full Information Solutions & Document Destruction

DocSolid Kent Henderson khenderson@ docsolid.com

www.docsolid.com • Reduce the cost and risk of paper records every time you scan or print with Postmark® for your existing DMS.

BUSINESS PARTNERS


Vendor Contact Website Products and Services

GRAND CENTRAL LEVEL

File Trail Lindsay Felice [email protected]

www.filetrail.com • Records Management Software• Information Governance• Document Management

Gimmal Foster Schade foster.schade@ gimmal.com

www.gimmal.com • Gimmal Records Management • Gimmal Content Governance for

SharePoint• Gimmal Document Management for SAP

GRM Debbie Mevs [email protected]

www.grmdocumentmanagement.com

• Document Management Services & Software

• Digital Transformation• Records Storage

IBML Jim Bunn [email protected]

www.ibml.com • Intelligent Information Capture Software• Intelligent Scanning Devices• Business Continuity and Disaster Recovery

IGS T'Don [email protected]

www.infogovsolutions.com • Legal Research• Retention Guidance• Online Software

Infolinx Kurt Thies [email protected]

www.infolinx.com • Physical and Digital Records Management• Digital Content Management• File Tracking

InOutsource John Zahradnick [email protected]

www.inoutsource.com • Risk Management• Information Governance• Data Analytics

Polygon Matt Decirce [email protected]

www.polygongroup.com • Disaster Recovery and Document Restoration

• Property Damage Restoration • Temperature Control Solutions

Upland AccuRoute Bob Nine [email protected]

www.uplandsoftware.com/accuroute/

• Secure Document Capture and Data Loss Prevention

• Forms Automation and Integrated & Compliant Fax

• Records Management

TOTE BAGS

Total Records Michael Fruchter [email protected]

www.totalrecords.com • Records Storage

MEALS AND BREAKS

Viewpointe Michele Shaw [email protected]

www.viewpointe.com • Cloud-based managed services for information lifecycle and business processes