SUNDAY, MAY 28, 2017

8:30 am - 4:00 pm


S1 – Keith Atteck C.Tech., ERMm and Irene Gelyk, IGP, CRM, CIP, ECMs, ERMm

Title: Information Governance (IG) Primer: The Business Strategy Perspective

Delivery Method: 1-day Pre-Conference

Synopsis: Information Governance (IG) is truly a strategic initiative of any organization. As such, the connection to organizational strategy must be made concretely. This session is designed to provide seminar participants with a basic understanding of the rational and requirements for IG, and to help inform senior management on the value and issues, including; frameworks, models and components. The session covers key topics, such as; information related risk, goals, benefits, issues, players, and components related to IG and RIM. Participants will be informed with respect to the impact that IG & RIM has on your business to prepare for developing their organizations IG strategy.

Learning Objectives:

Upon completing this seminar, you will be able to:

  1. Describe the key elements of Information Governance to senior management
  2. Have an awareness of the key frameworks and models from which IG is based
  3. Practical application of IG principles – how to pull it all together!
  4. Tools and techniques to help develop the IG program for their organization.  Preparing for building the strategic framework!

Skill Level: Strategic


  • Keith Atteck C.Tech. ERMm is an experienced and results-driven Information Governance (IG), and project management professional facilitator, mentor, and coach, who provides IG, ECM and KM expertise and support to organizational initiatives and projects. He helps companies achieve their goals and deliver value by deploying efficient and effective information governance and management strategies. His business and stakeholder analysis is guided by outcome expectations that in turn drive tactics to support implementation plans, policies and programs.

  • Irene Gelyk, IGP, CRM, CIP, ECMs, ERMm is a master of organizing chaos and thinking ‘outside the RIM box’, Irene Gelyk’s specialty is simplification of the behemoth that electronic records and information management (RIM) has become.  Irene’s accreditations are numerous and include standing as one of 250 Information Governance Professionals (IGP) and one of 975 active Certified Records Managers (CRM) globally.  She is a thought leader in analyzing, simplifying and executing RIM programs; has worked for such companies as BlackBerry, Deloitte, PwC, Fasken Martineau, Canon, and in the Ontario Public Sector including, Hydro One, the Ministry of Agriculture, Ministry of Children and Youth, and the Ministry of Transportation.  When not tackling information chaos, Irene enjoying crocheting, knooking and rowing.

S2 – Paula Sutton, CRM, IGP and Sheila Taylor

Title: The CRM or CRA: From Application to Certification and Examinations Parts 1-6

Delivery Method:  1-day Pre-Conference


Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to enhance your professional credentials and experience as you consider or continue your career in this important discipline? With an unprecedented amount of change affecting the entire world of Records and Information Management, there is no better time to consider a formal professional certification in this space.


The Institute of Certified Records Managers (ICRM) is an international body for certifying the best information and records management professionals.  The Institute has conferred the Certified Records Manager (CRM) designation since 1975. This is the premier standard for designating the most knowledgeable RIM (records and information management) professionals.  

On September 24, 2016, the ICRM announced its newest credential, the Certified Records Analyst (CRA).  A CRA candidate must pass Parts 2-4 to achieve this certification. 

Attaining ICRM Certification is based on educational background, professional work experience and successful completion of Parts 1-6 for the CRM and Parts 2-4 for the CRA:

  • Part 1 – Management Principles and the Records and Information (RIM) Program

  • Part 2 – Records and Information: Creation and Use

  • Part 3 – Records Storage, Retrieval, Conversion and Facilities

  • Part 4 – Records Appraisal, Retention, Protection and Disposition

  • Part 5 – Technology

  • Part 6 – Business Case

Parts 1 through 5 each consist of 100 multiple-choice questions and are based on fundamental records and information management practices, and represent best practices in the profession. These questions are chosen as equally as possible from all parts of the Annotated Outlines.

There is no better way to prepare for the ICRM certification process than to attend this pre-con session designed to equip you with the knowledge, tools and strategies for passing this rigorous examination.  The information shared in this pre-con by ICRM professionals will be invaluable to you in this effort.


In this pre-con session, attendees will receive:

  • An introduction to ICRM Certification (with an overview of qualifications to become a Candidate),

  • A detailed overview of the material covered in Parts 1-5 (including 20 sample questions for each part),

  • An overview of Part 6, the case study portion of the exam, with strategic tips for passing as well as the Pearson VUE electronic testing environment.


  • Paula Sutton, CRM, IGP is the Principal Consultant for her firm, Records Matters LLC. Her clients cover a large breath of industries including power utility, national laboratories, health care, financial and oil and gas. She over 20 years in the records and information management profession, primarily in the public sector, including water districts, power utility, federal, state, and local government.

    Paula is active in ARMA International and currently serves as the Vice-President of the Northern Colorado Chapter. She is the recipient of the Chapter Member of the Year in 2002 & 2008 and Chapter Leader of the Year in 2010, 2013, 2014 and 2015.  Paula served in the leadership role for Midwest/Rocky Mountain Region of ARMA. Paula is a past Board of Director for ARMA International and has also served on several ARMA International Committees and Task Forces. She also has served as the Utilities Roundtable co-moderator for the past 10 years. Paula is current serving as Legislation and Appeals Regent for the Institute of Certified Records Managers (ICRM).

    She received her designation as a Certified Records Manager (CRM) from the Institute of Certified Records Managers in 2009 and was part of the first “class” to earn the Information Governance Professional (IGP) certification in 2013.  She is currently the Regent for Legislation and Appeals on the ICRM Board of Regents (ICRM).

    She holds a B.A. in Art History and M.A. in Public History from Colorado State University and taught Records Management courses for graduate students at CSU. 

  • Sheila Taylor has taught RIM at the college and university levels and delivered 80+ education sessions at RIM conferences.  She is an instructor of AIIM’s ERM and ECM courses, a member of ARMA International’s Content Editorial Board, and a member of the ICRM’s Professional Development Committee.

About Us

ARMA Canada is the Canadian region of ARMA International. ARMA Canada is comprised of 14 chapters. ARMA Canada aligns it's goals and objectives with ARMA International's vision and mission, which is:

“To provide professionals with the resources, tools, and training (in person or electronically) they need to effectively manage records and information within an established information governance framework.”


ARMA Canada's Areas of Focus:


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Exhibit Opportunities


ARMA Canada is accepting registrations for the 2017 Expo in Toronto! 


Exhibit and Sponsorship Opportunities Package


For more information on the ARMA Canada Conference operations, please see attached “ARMA Canada Conference Overview”.

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