S1: ICRM Exam Prep Workshop (Parts 1 - 6)

SUNDAY, MAY 27, 2018 from 8:30am - 4:30pm
John Krysa, CRM/Federal Specialist, CIP & Anne Rathbone, CRM

Synopsis:  This workshop includes an introduction to the ICRM Exam including qualifications, a detailed overview of the material covered in Parts 1-6, with 20 sample questions for each part. 

The Institute of Certified Records Managers (ICRM) is an international certification body providing credentials to those working in the RIM profession.  ICRM certification continues to be the gold standard for records managers to advance their skills and competencies and ultimately their RIM careers.

The Institute has a 43-year history conferring the first Certified Records Manager (CRM) designations in 1975. ICRM designations are the premier standard for RIM certification.

Attaining ICRM Certification is based on educational background, professional work experience and successful completion of Parts 1-6 for the Certified Records Manager (CRM) or Parts 2-4 for the Certified Records Analyst (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 the best practices in the industry.  These questions are chosen as equally as possible from all parts of the Annotated Outlines. Part 6 consists of two business cases, essay questions and requires well-thought, detailed responses in a business case format.

    There is no better way to prepare for the ICRM certification process than to attend these sessions designed to prepare you with the knowledge, tools and strategies for passing this rigorous examination.  The information shared by ICRM professionals will be invaluable to you as you achieve your certification

Learning Objectives:

Attendees will recieve:

  • 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

Skill Level: Strategic


  • John Krysa, CRM, CIP is an Executive Consultant at Millican & Associates providing information and records management services to private sector organizations  and Federal agencies.  He also serves as President of the Institute of Certified Records Managers.  John retired from the FBI Senior Executive Service in 2012 as Section Chief for Records Automation where he was responsible for electronic records management programs, digital evidence scanning, and certification of IT systems for compliance with Federal laws and regulations. He also served as Program Management Executive for the Document Inventory Management and Control Program to inventory, implement disposition, and barcode 178 miles of records FBI-wide to reduce risk and ensure compliance. He previously served in the Pentagon as a Division Chief for Information Management on the Joint Staff, and then the office of the Secretary of Defense, responsible for records and information management programs. On the morning of 9/11/2001 he was in the Pentagon hosting a conference for Combatant Command Records Managers. He retired from the US Army as an Infantry Lt Colonel. His 40+ year professional career spans government, military and corporate sectors.
  • Anne Rathbone is a CRM with 20+ years in the Records Management field, all in local government. She calls herself a RIM Goddess, currently working as the Records Management Coordinator for the Sunshine Coast Regional District. Anne regularly presents at local, regional and national ARMA events and is a published author.


S2: Information Governance (IG) Primer: Understanding IG - The Business Strategy Perspective

SATURDAY - SUNDAY, MAY 26-27, 2018 from 8:30am - 4:30pm
Keith Atteck C.Tech., ERMm and Irene Gelyk, IGP, CRM, CIP, ECMs, ERMm

Delivery Method: Two Day Pre-Conference Seminar

Synopsis: For those knowledgeable with records and information management (RIM), the terms information governance (IG) and digital transformation may be new and/or confusing, and it’s hard to keep up with all of the terminologies and how they apply to your current roles. Many of you may believe that a sound records management program implies information governance, but let us assure you that this is not always the case and it certainly is not going to simply extend to encompass digital transformation.

If you take but one thing away from this session, it should be this:

“Information governance programs are high–level, strategic initiatives which designate accountability for the management of all information - from birth to death, regardless of form, throughout all areas of the organization and are necessary to facilitate your organizations digital transformation.”

Records management programs are much more operational in scope, and are often a mechanism for achieving some of the goals defined during the IG planning.

IG is a strategic initiative of any organization. However, many organizations either fail to recognize the value of a sound IG strategy, or fail to make the connection to organizational strategy.

This session will review IG strategy elements, and then discuss how we start to change the paradigm towards effective RIM / IG programs to facilitate your organizations digital transformation.

The ability to digitally reimage your business (a.k.a. Digital Transformation) is determined in large part by a clearly stated digital strategy that must be guided by Information Governance and supported by leaders who foster a culture able to change and invent the new.

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 for digital transformation!

This session was featured at the ARMA Canada Conference 2017 in Toronto as a Pre-Conference Session, and is back with updated content that includes Digital Transformation.

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.

S3: First Nations RIM Pre-Conference Session

SUNDAY, MAY 27, 2018 from 8:30am - 4:30pm
Alexandra (Sandie) Bradley, Stuart Rennie, Michelle Barocca, Adrienne Hembree, Sarah Dupont and Jennifer Jansen

Delivery Method: One Day Pre-Conference Workshop

Synopsis: In 2010, ARMA Vancouver Chapter, ARMA Canada Region, the First Nations Summit Society and the First Nations Public Service Secretariat (FNPSS) signed a Memorandum of Understanding (MoU) with the aim of fostering capacity building, mentorship, training and networking opportunities for individuals working in First Nations communities and organizations.   As a direct result of the MoU, the inaugural First Nations RIM Day Symposium was held in 2016, with the goal of providing practical knowledge and skills that participants will be able to bring home and utilize. In 2017, two RIM Day Symposia were held, one in Vancouver and one in Whitehorse.

In this pre-conference session, we want to hear from you!  We will be asking you as a participant to bring questions and examples of real-world scenarios from your organization, so that the day can be focused on the things you want to talk about. We anticipate that this smaller group setting will allow attendeees to engage fully in a dialogue with colleagues, instead of simply listening to a lecture.

Discussions will be centered around four themes:  

  • Lifecycle, retention, and the language of Information Management (with a brief introduction to the FNPSS First Nations RIM Toolkit);

  • Transitioning to self-government and the implications for Information Management;  

  • Digitization of Traditional Knowledge; and,

  • Tools for Information Management and how to assess them.

The sessions will be guided by our panel of practitioners, all of whom have experience and expertise related to our discussion themes. Panel members will share their own experiences and provide advice on how to address the challenges you may be facing in your organization.

 Skill Level: Strategic


  • Alexandra (Sandie) Bradley is a CRM and FAI. She has 35+ years in the RIM and IG field, working as an independent consultant. She is an educator and trainer, and presents at local, regional and international events. She is a member of the ARMA International Content Editorial Board, and the editorial board for Sagesse. She is also a published author.

  • Stuart Rennie has a Vancouver-based boutique law practice where he specializes in records management, privacy and freedom of information, law reform, public policy and information governance law. He is a member of ARMA International’s Content Editorial Board as well as a member of the Canadian General Standards Board’s Committee on Electronic Records as Documentary Evidence.

  • Michelle Barroca (MAS) is an independent recorded information management consultant from the Kootenay region of BC. Michelle graduated from UBC’s School of Library, Archival, and Information Studies with a Master of Archival Studies degree in 2000. Shortly after university, she was hired as the City of Burnaby’s first records manager and archivist, and later worked at the City of Kelowna as the Records and Information Coordinator. For nearly a decade now, Michelle has been providing records and information management services under contract to various local governments and First Nations organizations, including the Ktunaxa Nation Council.

  • Adrienne Hembree has worked as the records manager for Tsleil-Waututh Nation since 2013. A graduate of the iSchool at UBC, she has worked with First Nations in BC to establish archives, records management, digitization, management of traditional use data and referrals management.

  • Sarah Dupont, Métis, is from Prince George, B.C. and is the Aboriginal Engagement Librarian at UBC Library. Sarah’s role is shared between the Xwi7xwa Library and the Irving K. Barber Learning Centre. As the Program Manager for Indigitization, Sarah’s work includes grant program development and implementation, community outreach and support, and all other things operational for the program.
  • Jennifer Jansen (MAS) been with Tsawwassen First Nation as Records Analyst since 2010.  Along with her main role managing the RIM program for the Tsawwassen Government, she is also the government’s FOI officer, she manages TFN’s Registry of Laws, acts as the back-up Indian Registry Administrator, and administers TFN’s website and social media.  While working at TFN Jennifer has supervised a number of information management projects including a project to digitize oral history tapes with a grant from the UBC Indigitization program, and an on-going project to inventory the records of TFN’s former Treaty Department. Jennifer graduated from UBC’s School of Library, Archival, and Information Studies in 2003 with a Master of Archival Studies (First Nations Concentration). Previously she has worked for the District of West Vancouver as an assistant archivist, for the City of Vancouver as records analyst, and as a claims researcher for the Indian Residential Schools Resolution sector of Indigenous and Northern Affairs Canada.


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

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