Pre-conference seminars.

Make plans to come early--October 5 & 6--to attend one or more of the six outstanding pre-conference seminars. They are offered as one- and two-day programs, all taught by records and information management professionals, university professors, and industry experts. Earn CRM credits for attending. Additional registration and fees are required, and seating is limited.

Fundamentals

Friday and Saturday, October 5-6

Records and Information Management: The Fundamentals (1)

Mark Langemo, Ed.D., CRM, FAI, facilitates this comprehensive, in-depth, two-day workshop to help those new to the records and information management (RIM) profession get up-to-speed in no time! Included will be tried-and-proven, practical approaches for developing and strengthening organization-wide records management programs. Attendees will learn about managing electronic records and suggested strategies for "going electronic" in their organizations, as well as how to manage paper records, film-based records, and records on all media successfully. Additionally, this seminar will focus on how to develop and implement legally valid records retention programs, achieve compliance within programs, develop state-of-the-art filing systems, manage inactive and vital electronic and paper records, and successfully implement digital imaging and film-based imaging.

Legal

Friday and Saturday, October 5-6

Ethics Application in the Legal Environment (2)

William Freivogel, Esq., and David Steward, CRM, facilitate this seminar, which partners legal and records experts to pro vide a 360-degree view of conflicts and records management, primarily in a law firm environment. The lawyers define the rules of practice, why lawyers must follow them, and how they provide the ethical basis for the conflicts and records management programs. Following each ethical topic, the records and conflicts practitioners provide examples of how their firms have implemented processes that meet these rules.

Collaboration

Friday, October 5

Collaboration for the New, Information-Centric Enterprise (3)

Facilitated by Michael Peterson. Collaboration among RIM, IT, legal, compliance, and information security professionals is crucial, especially given the new Federal Rules of Civil Procedure. If you're concerned about being legally compliant and able to offer a sound legal defense when necessary, collaboration and cooperation are paramount. Learn how RIM, IT, and legal can work together to make electronic discovery faster and less expensive, how to develop information classification schemes that help day-to-day business processes (as well as e- discovery), and how RIM professionals can be catalysts for change. This workshop is co-facilitated by ARMA International and the Storage Networking Industry Association.

Computer Skills

Saturday, October 6

Computer Skills for Records Managers: The Missing Link (2)

John Phillips, CRM, CDIA, FM, presents this high-level introduction to electronic records management. Covering such timely topics as the proliferation of digital-only documents (e.g., voice mail, e-mail, and instant messages), an overview of information systems architecture, desktop hardware and software, PC components, and network architectures, this information-packed day provides a solid grounding in electronic records. The seminar will also cover the nuts and bolts of e-mail systems, e-mail archiving, electronic content management, imaging software, enterprise resource planning systems, metadata and its importance, electronic records management (ERM), and how ERM systems planning is affected by software considerations.

Electronic Records Management

Saturday, October 6

Electronic Records Management (3)

Facilitated by Doug Magnuson. The 2007 Electronic Records Management (ERM) pre-conference will provide RIM and IT stakeholders with valuable insight and tools for managing electronic records and business content. This year's seminar will focus on how enterprise content management and services-oriented architecture play strategic roles in ERM technology implementations, in tandem with simplified user experiences for policy adoption and automation. The program includes best practices guidance and case studies of thriving ERM implementations, and it also focuses on practical advice to help RIM and IT better understand the strengths and subject-matter expertise that each brings to the collaborative ERM process.

Disaster Recovery

Saturday, October 6

Records Emergencies and Disasters Happen: Prepare to Survive (3)

Organizations are constantly at risk of emergencies, threats, and disasters that disrupt business, interrupt service, and increase legal exposure. Barbara Rike, CRM, will teach you how to define disasters and emergencies, identify and protect vital records, conduct a risk assessment, and create records disaster, recovery, and resumption plans. Using real-life examples and experiences with emphasis on lessons learned, you will receive take-home processes, guides, tools, and tips. This workshop includes interactive participation and hands-on exercises. A strong focus of this session will be electronic emergencies, challenges, and current best practices.

KEY: (1): For entry-level RIM practitioner (2): For RIM practitioner with prior RIM knowledge, skill sets, and experience (3): For seasoned RIM practitioner with extensive knowledge of designing, creating, implementing, and managing a RIM program (4): For executive-level RIM practitioner who partners with executive management and gives enterprise direction to RIM program