Conference agenda.

Conference Agenda * All events held in the Baltimore Convention Center unless otherwise indicated. ARMA International's 52nd Annual Conference & Expo

Information RIM Practices

Technology Sunday 10/7

7:30 a.m.-5:00 p.m. Registration, Cyber WiFi Stations Open

(Co-sponsored by Interwoven, Inc)

8:00 a.m.-9:30 a.m. Association General Meeting (Open

to all attendees)

9:45 a.m.-11:15 a.m. Candidate Forum

10:00 a.m.-5:00 p.m. Bookstore Open, Standards Task Force

Meetings

11:30 a.m.-5:00 p.m. Expo Grand Opening, Lunch with the

Exhibitors (until 1:00 p.m.)

12:30 p.m.-4:45 p.m. Industry Intelligence and Vertical

Market Sessions (Expo Hall)

1:30 p.m.-3:00 p.m. Identifying and Developing

Classifying Retention

Education Sessions E-messages as Schedules for

Records (2) Electronic

Jesse Wilkins, Records (3)

CDIA+, LIT Carol Stainbrook

Managing

Structured and

Unstructured Data

as Records in

Relational

Databases (1)

Randall Cecrle

3:00 p.m.-3:30 p.m. Beverage Break

(Expo Hall)

3:30 p.m.-5:00 p.m. Roundtable Discussions-See

descriptions at the end of the

conference agenda

3:30 p.m.-5:00 p.m. Auto-Classification: Standards for

Is the Silver Digital Records

Education Sessions Bullet Ready? (4) Programs (2)

Susan D'herbes Diane Carlisle,

CRM

Digital Preservation

of E-Records for ARMA and SAA:

the 21st Century Common Interests

& Beyond (2) and Areas for

Thomas Reding, CRM Collaboration (1)

Susan McKinney,

CRM

5:30 p.m.-7:30 p.m. ICBM Meeting and Reception

(Renaissance Hotel)

7:30 p.m.-11:30 p.m. Welcome Party (Renaissance Hotel),

Sponsored by CA and Iron Mountain Monday 10/8

7:30 a.m.-5:00 p.m. Registration, Cyber WiFi Stations

Open (Co-sponsored by Interwoven,

Inc)

8:00 a.m.-10:00 a.m. Conference Opening Ceremonies Featuring

Keynote Address by Michael Oxley

9:30 a.m.-5:30 p.m. Expo Open

10:00 a.m.-10:30 a.m. Beverage Break (Expo Hall) Sponsored

by Huron Consulting Group

10:15 a.m.-3:15 p.m. Exclusively IT Sessions (Expo Hall)

10:30 a.m.-3:45 p.m. Industry Intelligence and Vertical

Market Sessions (Expo Hall)

10:30 a.m.-12:00 p.m. Please E-Sign on Taxonomy

the Bottom Line (3) Development (2)

Education Sessions Glenn Merker Sharon Robertson

Take Control over Approaches to

Your Organiza- Record Appraisal

tion's Intranet (2) (ICA Session) (2)

Thomas Reding, CRM Dr. Karen

Anderson

10:30 a.m.-5:30 p.m. Bookstore Open

12:00 p.m.-1:30 p.m. Lunch (Concessions available in

Expo Hall)

1:00 p.m.-3:30 p.m. Media Conversion The ILM Lifecycle:

Considerations (1) What Records

Poster Sessions Janie Wait, CRM Managers Need to

Know (1)

Laurie Gingrich,

CRM

Data Capture

on the Dose

Reconstruction

Project (1)

Deborah Martin,

CRM

1:30 p.m.-3:00 p.m. Emerging Electronic Partnering to

Record Standards Build a Statewide

Education Sessions in Financial Retention

Services (SPeRs) (2) Schedule (2)

Judy VanDusen Molly Davis, CRM

Information Metadata for the

Management Within Non-Geek (1)

an Enterprise Wayne Hoff

Architecture (3)

Simon Woodford

IT Architecture:

Design & Implemen-

tation Issues

(Part 1) (4)

Tom Utiger

3:00 p.m.-3:30 p.m. Beverage Break

(Expo Hall)

3:30 p.m.-5:00 p.m. Managing Your Exactly What Is

RIM Assets: This Thing

Education Sessions Selecting the Called Metadata (2)

Correct Solution (3) Denise Bruno

Richard Wilson

Implementing

IT Architecture: an ERM System

Design & at Philip Morris

Implementation USA (3)

Issues (Part 2) (4) Bill Stearman

Tom Utiger CANCELED

Integrated E-mail Archival Education:

Management: National University

Enterprise of Cordoba,

Implementation Argentina (ICA

Lessons Learned (2) Session) (1)

Tina Torres, CRM, Anna Szlejcher

PMP

4:00 p.m.-5:30 p.m. Cocktail Reception in Expo Hall,

Sponsored by Recall

6:30 p.m.-9:00 p.m. Awards Celebration, Sponsored by Recall

9:00 p.m.-12:00 a.m. Canadian Party (Renaissance Hotel) Tuesday 10/9

7:30 a.m.-5:00 p.m. Registration, Cyber WiFi Stations Open

(Co-sponsored by Interwoven, Inc)

8:00 a.m.-9:30 a.m. Content Management-- Yours/Ours/Theirs-

Does It Include Structured

Education Sessions E-Discovery? (2) Management of

Barry Murphy Digital Records (4)

Alan Andolsen,

Collaborative CRM

Technologies:

E-mail, Wikis, Big Bucket Theory

Blogs, Instant and Retention

Messages, etc. Schedules (2)

(Part 1) (3) Susan Cisco,

Maura Dunn, CRM, Ph.D., CRM, FAI

PMP

RIM Strategic

Planning--A Road

Map for Success (3)

Diane Walker, CRM

9.30 a.m.-10:00 a.m. Beverage Break

(Expo Hall)

9:30 a.m.-2:30 p.m. Expo, Bookstore Open

9:30 a.m.-4:30 p.m. Federal Government

Day

10:00 a.m.-1130 a.m. Managing Paper Records Policy

Documents Using Implosions from

Education Sessions Attributes of the White House

Electronic to Moscow (3)

Documents (1) Marie Allen,

Miroslav Sirl CRM, CA

Collaborative Outsourcing and

Technologies: Records

E-mail, Wikis, Management-Global

Blogs, Instant Considerations (3)

Messages, etc. Patrick

(Part 2) (2) Cunningham, CRM

Maura Dunn, CRM,

PMP

10:00 a.m.-2:15 p.m. Industry Intelligence, Vertical Market,

and Exclusively IT Sessions (Expo Hall)

12:00 p.m.-1:30 p.m. Lunch (Concessions available Expo Hall)

12:30 p.m.-1:30 p.m. Dessert Court in Expo Hall

12:45 p.m. Grand Prize Giveaway, Sponsored

by Tower Software

1:30 p.m.-3:00 p.m. GAO's Enterprise Creating g a

Electronic Records Global Retention

Education Sessions Management System Schedule for a

(3) Multinational

Cheryl Smith, CRM Company (2)

Mark Weaver

Beyond Keywords:

Emerging Best Successful

Practices in Search Strategies for

& Retrieval (2) Developing/

Jason Baron, Esq. Strengthening RIM

Programs (2)

Mark Langemo,

Ed.D., CRM, FAI

3:30 p.m.-4:45 p.m. Technology Sootliaht Session (Ballroom) Wednesday 10/10

7:30 a.m.-12:00 p.m. Registration, Cyber WiFi Stations Open

(Co-sponsored by Interwoven, Inc)

8:00 a.m.-9:30 a. m. Enterprise Content Matter-centric Work

Management Environments and

Education Sessions Selection/Implemen- RIM in the

tation (Part 1) (3) Law Firm (2)

Patricia Turocy Eric Mosca, CRM

9:30 a.m.-10:00 a.m. Beverage Break

10:00 a.m.-11:30 a.m. Emerging Technolo- Information

gies 2008 (3) Management at

Education Sessions Michele Kersey Kennecott Utah

Copper

Enterprise Content Corporation (2)

Management Karen Harris,

Selection/Implemen- CRM

tation (Part 2) (3)

Patricia Turocy Transparency of

Multinational

Enterprises (2)

Ineke Deserno

11:45 a.m.-12:30 p.m. Association Lunch

12:30 p.m.-2:00 p.m. Closing General Session, Featuring

Keynote Speaker Annette Simmons

2:00 p.m. Conference Adjourns

Business

Risk Management Functions Sunday 10/7

7:30 a.m.-5:00 p.m.

8:00 a.m.-9:30 a.m.

9:45 a.m.-11:15 a.m.

10:00 a.m.-5:00 p.m.

11:30 a.m.-5:00 p.m.

12:30 p.m.-4:45 p.m.

1:30 p.m.-3:00 p.m. A Guide to Elec- Managing Records

tronic Evidence Program

Education Sessions Collection Continuity During

Methodologies (2) Corporate

Jason Velasco Reorganization (3)

Leslie Fisher

EDAG and How

it Supports You Planning ERM

as an ARMA System Training

Member (2) for Users, RIM,

Christina and IT (3)

Ayiotis, Esq. John Phillips,

CRM, CDIA+, FAI

3:00 p.m.-3:30 p.m.

3:30 p.m.-5:00 p.m.

3:30 p.m.-5:00 p.m. Accessibility RIM Competency

Readiness: How Overview (1)

Education Sessions to Comply with the Deborah Marshall

Federal Rules (2)

Dean Gonsowski,

Esq.

Developing a

Defensible

Discovery

Response Plan (3)

Ben Hawksworth

5:30 p.m.-7:30 p.m.

7:30 p.m.-11:30 p.m. Monday 10/8

7:30 a.m.-5:00 p.m.

8:00 a.m.-10:00 a.m.

9:30 a.m.-5:30 p.m.

10:00 a.m.-10:30 a.m.

10:15 a.m.-3:15 p.m.

10:30 a.m.-3:45 p.m.

10:30 a.m.-12:00 p.m. Legal Holds for What Change

Anticipated Management Can

Education Sessions Litigation: New Do for You (3)

Case Developments Laurie Gingrich,

(2) CRM

John Isaza, Esq.

Linking Data

Management,

Security, and

Privacy (3)

Debra Banning

Executive

Session--Are

Your

Trade Secrets

Really Trade

Secrets? (4)

Thomas J.

Colson, Esq.

10:30 a.m.-5:30 p.m.

12:00 p.m.-1:30 p.m.

1:00 p.m.-3:30 p.m. The Impact of Operation Fit &

Portable Devices Trim: Clutter

Poster Sessions on RIM & E- Removal &

Discovery (1) More! (1)

Lee Pendergraft, Barb Rike, CRM

CRM

1:30 p.m.-3:00 p.m. An Integrated Why Manage Your

Records Records

Education Sessions Management Project? (3)

& Litigation Maura Dunn,

Readiness Program CRM, PMP

(Part 1) (4)

Keith Angle,

J.D.

Executive

Session-Strategic

Decisions in

E-Discovery,

Lifecycle

Management &

RIM (4)

Julie Gable,

CRM, CDIA, FAI

Data Mapping to

Support E-

Discovery (1)

Carol Stainbrook

3:00 p.m.-3:30 p.m.

3:30 p.m.-5:00 p.m. Monitoring and

Auditing for

Education Sessions Compliance (3)

Frank McGovern

Executive

Session-Privacy

Issues: What

Every Executive

Should Know (4)

Raymond K.

Cunningham,

CRM, CA, CDIA+

An Integrated

Records

Management &

Litigation

Readiness Program

(Part 2) (4)

Keith Angle,

J.D.

4:00 p.m.-5:30 p.m.

6:30 p.m.-9:00 p.m.

9:00 p.m.-12:00 a.m. Tuesday 10/9

7:30 a.m.-5:00 p.m.

8:00 a.m.-9:30 a.m. Mock Trial: Rules of

Records Engagement

Education Sessions Management Strategies for

Programs Exposed Interactive

(Part 1) (2) E-learning (3)

Martin Susec, Jocelyn

J.D. Coverdale

Mini-Sedona

Conference

9.30 a.m.-10:00 a.m.

9:30 a.m.-2:30 p.m.

9:30 a.m.-4:30 p.m.

10:00 a.m.-1130 a.m. Mini-Sedona Managing a RIM

Conference Project in

Education Sessions Real Time (3)

Mock Trial: Brent Gatewood

Records

Management

Programs Exposed

(Part 2) (2)

Martin Susec,

J.D.

10:00 a.m.-2:15 p.m.

12:00 p.m.-1:30 p.m.

12:30 p.m.-1:30 p.m.

12:45 p.m.

1:30 p.m.-3:00 p.m. Implementing an ICA Session

Information

Education Sessions Security

Program (3)

Raymond

Cunningham,

CRM, CA, CDIA+

Federal Rules

One Year Later

and RIM's Role

at Counsel's

Table (2)

John Isaza, Esq.

3:30 p.m.-4:45 p.m. Wednesday 10/10

7:30 a.m.-12:00 p.m.

8:00 a.m.-9:30 a. m. Developing & Delivering-Online

Implementing a Training to

Education Sessions Privacy & Personal All Employees (2)

Data Security Arlyce J. Vogel,

Policy (2) CRM

Elizabeth W.

Adkins, CA

Best Practices

for Compliance

with New Federal

Rules (3)

Kelly Kuchta

9:30 a.m.-10:00 a.m.

10:00 a.m.-11:30 a.m. SOX-Compliant

Retention Programs

Education Sessions (3)

Denise Simons

11:45 a.m.-12:30 p.m.

12:30 p.m.-2:00 p.m.

2:00 p.m.

Communications &

Leadership Marketing Sunday 10/7

7:30 a.m.-5:00 p.m.

8:00 a.m.-9:30 a.m.

9:45 a.m.-11:15 a.m.

10:00 a.m.-5:00 p.m.

11:30 a.m.-5:00 p.m.

12:30 p.m.-4:45 p.m.

1:30 p.m.-3:00 p.m.

Education Sessions

3:00 p.m.-3:30 p.m.

3:30 p.m.-5:00 p.m.

3:30 p.m.-5:00 p.m. Continuing

Education:

Education Sessions Building a Career

Path in RIM (1)

Raymond

Cunningham, CRM,

CA, CDIA+

5:30 p.m.-7:30 p.m.

7:30 p.m.-11:30 p.m. Monday 10/8

7:30 a.m.-5:00 p.m.

8:00 a.m.-10:00 a.m.

9:30 a.m.-5:30 p.m.

10:00 a.m.-10:30 a.m.

10:15 a.m.-3:15 p.m.

10:30 a.m.-3:45 p.m.

10:30 a.m.-12:00 p.m. Effectively

Networking Your

Education Sessions Program and

Yourself (1)

Carol Volle, CRM

Techniques for

Gaining Management

Buy-in for

Archival

Programs (2)

10:30 a.m.-5:30 p.m.

12:00 p.m.-1:30 p.m.

1:00 p.m.-3:30 p.m. Chapter Web Sites: All Employee RM

Your Window to Training on

Poster Sessions the World (1) a Limited

Margaret Budget (1)

Southard, CRM Richard E.

Smith, CRM

Creating Resumes

and Cover Letters

That Get Results!

(1)

La-Dana Jenkins

Here's One Way to

Pass the ICBM

Test (1)

Mimi Dionne, CRM

1:30 p.m.-3:00 p.m. Preparing for the

CRM Examination,

Education Sessions Parts I-V (Part 1)

(3)

Steven Golden,

CRM

3:00 p.m.-3:30 p.m.

3:30 p.m.-5:00 p.m. Preparing for the Marketing RIM

CRM Examination, Made Simple (1)

Education Sessions Parts I-V Laurie

(Part 2) (3) Carpenter, CRM

Steven Golden,

CRM

4:00 p.m.-5:30 p.m.

6:30 p.m.-9:00 p.m.

9:00 p.m.-12:00 a.m. Tuesday 10/9

7:30 a.m.-5:00 p.m.

8:00 a.m.-9:30 a.m. Preparing for the

CRM Examination

Education Sessions Part VI

(Part 1) (3)

Deb Gearhart,

CRM, FAI

9.30 a.m.-10:00 a.m.

9:30 a.m.-2:30 p.m.

9:30 a.m.-4:30 p.m.

10:00 a.m.-1130 a.m. Preparing for the

CRM Examination

Education Sessions Part VI

(Part 2) (3)

Deb Gearhart,

CRM, FAI

10:00 a.m.-2:15 p.m.

12:00 p.m.-1:30 p.m.

12:30 p.m.-1:30 p.m.

12:45 p.m.

1:30 p.m.-3:00 p.m. Strategic Planning Integrating RIM

for Success and into an Organi-

Education Sessions Shared Success (1) zation's Culture

Anne Tulek (1)

Helen Streck

3:30 p.m.-4:45 p.m. Wednesday 10/10

7:30 a.m.-12:00 p.m.

8:00 a.m.-9:30 a. m. Influence and Communicating

Persuasion with IT (2)

Education Sessions through the Art of Timothy

Storytelling (1) O'Keefe, Ph.D.

Annette Simmons

9:30 a.m.-10:00 a.m.

10:00 a.m.-11:30 a.m. Striving for Did You Ever Stop

Excellence: and Wonder Where

Education Sessions Leadership RIM is Going? (1)

Motivation and Jim Coulson,

Career CRM, FAI

Planning (1)

Alan Andolsen,

CRM

Mindful Meetings:

Creating and

Facilitating

Meetings that

Matter (1)

Janice Francisco

11:45 a.m.-12:30 p.m.

12:30 p.m.-2:00 p.m.

2:00 p.m. (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 Schedule subject to change. Program details available at www.arma.org/conference

Roundtable Discussions

Sunday, October 7, 3:30 p.m.--5:00 p.m. Baltimore Convention Center

Join your colleagues for a variety of roundtable discussions. Each give-and-take session will be facilitated by a RIM professional. Come away with ideas and practical solutions for some of your thorniest problems. Topics include:

* Marketing Your RIM Program--Q & A about how to promote RIM enterprise-wide

* Fostering Collaboration--Learn how to work effectively as a team with legal, IT, and other key players on RIM issues, including e-mall and e-discovery.

* Managing Electronic Records--Discuss the many facets of electronic records management, including technology trends, e-mail retention strategies, e-discovery issues, and data migration.

* RIM in a Multinational Organization--Learn about managing records and information in a multinational environment.

* Technology Trends & Issues--Discuss technology-related challenges and opportunities.

* Business Continuity Planning--Learn about issues such as staff training and identifying and managing vital records.

* Data Protection and Privacy--Examine the challenges, opportunities, and role of RIM.

* Archives Industry Focus--Discuss topics specific to permanent or archival records.

* Canadian Government Industry Focus--Discuss RIM topics specific to municipal, federal, provincial, or aboriginal areas of Canadian government.

* Design/Architecture/Engineering Industry Focus--Come for discussions regarding issues faced by organizations involved in the design, analysis, construction, or maintenance of buildings and infrastructure.

* Healthcare Industry Focus--Discuss healthcare industry-related topics with colleagues from organizations that furnish medical, surgical, and other healthcare services.

* Legal Industry Focus--Discuss topics specific to establishments engaged in offering legal advice or legal services.

* Petroleum Industry Focus- Discuss topics related to producing petroleum, natural gas, gasoline, and cycle condensate; recovering oil; pipeline transportation; refining; and extraction of solid minerals.

* Pharmaceutical Industry Focus--Come to discuss topics common to establishments engaged in research, manufacturing, fabricating, or processing ethical and/or over-the-counter drags and devices for human or veterinary use.

* U.S. Government Industry Focus--Discuss topics in U.S. government, whether federal, local, or state, including legislative, judicial, administrative, and regulatory activities.

* Utilities Industry Focus--Discuss topics specific to establishments involved in all phases of providing electric, water, wastewater, gas, and other utilities.

* Writing for ARMA International- Learn how to submit proposals, how and by what criteria they are reviewed, and how manuscripts for articles and books are collaboratively developed and published.

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

* Schedule subject to change. Program details available at