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Program & Speaker Information

 

Sunday, 28 May 2017

Pre-Conference Sessions

 

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

Biography:

  • 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

Synopsis: 

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.

KEY ISSUES THIS SESSION WILL ADDRESS

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.

KEY TAKEAWAYS FROM THIS SESSION

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.

Biography:

  • 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.

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.

Monday, 29 May 2017

8:00 am – 5:00 pm

Exhibit Hall Open - Mountbatten room

8:30 am – 9:00 am

Opening Remarks: Stéphane Bourbonnière, ARMA Canada Region Director - Churchill Ballroom

9:00 am – 10:00 am

Keynote Speaker: Mark Bowden - Churchill Ballroom

10:00 am – 11:00 am

Exhibit Hall Grand Opening - Mountbatten Room

10:30 am – 11:00 am

Technology Spotlight - TrimFiles (Limited Space Available) - Baker Room

12:00 pm – 1:00 pm

Lunch & Learn - Tab (Limited Space Available) - Stephenson Room

 

11:00 am – 12:00 pm

M10 – Janet de Guzman and Alison Clarke

Title: Don't Talk to Me About Content and Records Management

Delivery Method:  Lecture

Synopsis: I want to talk about results! The ECM landscape has changed. Content and Records Management can now be a foundation for the digitization of the Enterprise and for Government - and in doing so, must now support two very different use cases: making business processes fully digital and integrated, and supporting the simple and intuitive file access and collaboration digital natives expect. Implementations that support these use cases not only result in high adoption and increased productivity, but also make Information Governance simpler and more effective.

Biography:

Janet is Director, Compliance Group in Product Marketing at OpenText. She is responsible for the go-to-market strategies for OpenText compliance solutions. Prior to her current role, Janet spent most of her career as an information management strategist in Professional Services including as Toronto IM Practice Lead at CGI. Janet is also a former instructor at the University of Toronto Professional Certificate in Information Management. She is passionate about helping organizations build strong information governance programs in the digital world.

Alison is Director, Product Marketing guiding the go-to-market program for the OpenText Content Suite family of products. In this role, she serves as a subject matter expert for Content Suite products - both internally and with OpenText’s diverse client base.  Alison is passionate about helping customers find new ways to distill value from information, making end-users and teams more productive with ECM-enabled solutions. Alison brings a broad perspective to these challenges having spent the earlier years of her career within a variety of industry segments including supply chain management, automotive, manufacturing and consumer products.

M11 – Uta Fox and Sandie Bradley

Title: The Value of Key Performance Indicators to RIM-IG Programs

Delivery Method:  Lecture

Synopsis:  RIM and IG managers spend much time managing aspects of their programs.  However, to be successful, the programs should have key performance indicators KPIs) developed, so that they are able to plan, measure, evaluate, and take corrective actions to keep their programs oriented toward their goals. 

In this session, attendees will examine the value of key performance indicators for RIM and IG programs, identify most significant performance indicators for a typical RIM program, and learn how to develop KPIs for their programs, taking into account their organization’s goals and objectives.

 

Biography:

  • Uta Fox is the Records and Information Manager in the Records and Information Management Section of the Calgary Police Service. She holds a Master's Degree from the University of Calgary and is a Certified Records Manager. She co-authored several ARMA International publications and sits on its Content Editorial Board. She is ARMA Canada's Director of Canadian Content.

  • Alexandra (Sandie) Bradley has been a records and information manager for 33 years.  Through her chapter, regional and International roles within ARMA, she has been a mentor and teacher, researcher, writer and advocate for our profession.  She is a Certified Records Manager and was made a Fellow of ARMA International in 2012.

M12 – Sheila Taylor

Title: BYOD (Bring Your Own Device) and RIM

Delivery Method:  Lecture

Synopsis: This session will explore the benefits, risks, and RIM challenges of using employee-owned devices (e.g. smartphones, tablets, laptops, etc.) to connect to corporate networks or access corporate data and information. Strategies and solutions for managing the RIM, security, and privacy challenges posed by those devices will also be presented.

Biography: Sheila Taylor has assisted numerous organizations to assess their RIM requirements, develop and implement RIM strategies and programs, and prepare to implement RIM technologies. She has participated on many ARMA International task forces and committees and is currently a member of ARMA’s Content Editorial Board.

 

M13 – Scott Procter

Title: Beneficial Design and Implementation of Function-based Classification Scheme

Delivery Method:  Lecture

Synopsis: Though most organizations have a classification scheme, very few such tools are the product of rigorous analysis and even fewer are used in repositories in a beneficial manner. However, it is possible to design a Function-based Classification Scheme (FCS) with the intention of deploying it not only in Records Centres, but also in shared drives, EDRMS applications and other repositories, thus supporting not just retention and disposition, but also the productivity of workers. This session briefly describes the design of a rich FCS, and then discusses how such tools can be used in repositories to benefit an organization at work. 

Biography: Scott Procter is an IM consultant, engineer, and former ARMA Chapter President, with over 25 years experience. His professional practice includes the determination of IM-related business requirements, the design of policy frameworks, information architectures, classification schemes, retention schedules, as well as the planning, procurement and implementation of EDRMS products.

M14 – Trevor Banks, Facilitator

Title: Rapid Fire Sessions: 

  1. Keith Atteck: Evolutionary Perspectives on IG and RIM Philosophy

  2. Pamela Lupa: Future-Planning: Records Managers and Knowledge Transfer

  3. Ben Skelton and Brian Edwards: Considerations for moving your document management solution to the cloud

    Delivery Method: 10 Minute Rapid Fire Sessions

    Synopses: 

  1. Information Governance (IG) may be the new buzz word and RIM Professionals feel it is stealing their thunder, but there is a new dynamic and disruptive world out there. This session will give you a fresh perspective on this new world to help reframe your perspective and guide you toward evolving your philosophy on IM. Outcomes of this session:

  • Identify people with a Myopic View vs. a Ubiquitous View

  • Deal with Complex Adaptive Systems Vs. traditional Scientific Management

  • Know when you are in an Invisible Landscape or a Simple Landscape

  • Change your thinking for Rugged or Dancing Landscapes

  1. With a new, usually younger, cohort of records managers entering the profession, there are challenges to contend with that are new, specific, and very different from past practices. Presented from the perspective of a professional new to records management, this talk discusses these challenges and provides possible solutions/resources to address knowledge gaps. The talk is structured with the goal of addressing generational differences, providing current and incoming records managers with succession-planning tactics, and crafting a sense of what is required to ensure that knowledge and skills are transferred.

  2. The cloud brings incredible opportunities for accessibility and collaboration; breaking down barriers and enabling your organization to work anytime and anywhere with ease. As with any change it also requires a thorough analysis of a number of considerations, from a technology, governance and, of course people perspective. Join Habanero Consulting group as we share some learnings we have gained in helping a number of our clients make this transition along their journey to become a modern workplace.

    Biography:

  1. Keith Atteck (C.Tech. ERMm) is an IG and project management professional facilitator, mentor, and coach, providing IG, ECM and KM expertise to organizations. He helps companies deliver value through efficient and effective IG strategies. His analysis is guided by outcome expectations that drive tactics to support planning, policies and programs.

  2. Pamela Lupa, MLIS, entered the records management profession by happenstance, but has found it to be her calling. Presently the City of Brantford’s Coordinator, Corporate Records and FOI Services, Ms. Lupa has the honour of being only the second person in 25 years to manage its records program.

  3. Ben Skelton provides guidance and oversight to Habanero’s leadership team, ensuring Habanero’s continued success and innovation within all areas of the business. Ben opened Habanero’s Toronto office in 2013 and continues to manage a number of Toronto-based accounts while directing the growth of Habanero’s business in Ontario.

    Brian Edwards leads, creates, and maintains the business plans and roadmaps of Habanero’s technology solutions and services. Brian has been with Habanero since 2000 and led Habanero’s collaboration practice. Previously, Brian ran the intranet for a Fortune 500 bank in the US. Brian has been recognized as a thought leader in collaboration solutions and business strategy.

1:00 pm – 2:00 pm

M20 – Robert Ambra & Donna Saleh

Title: Information Management Planning and Liaisons at the City of Toronto

Delivery Method:  Lecture

Synopsis: The City of Toronto is developing accountability for IM within its 44 business divisions. This session will describe the development of this program starting from a policy and awareness foundation with Liaisons to support annual IM planning. We will discuss initial steps to develop this program, challenges, and maturity. Information Management Plans focus on four areas:

  1. Accountability: For managing information and protecting privacy

  2. Openness: Government information is open and accessible

  3. Business Planning: Information is managed through all stages of its usefulness in coordination with business planning

  4. Trust & Reliability: Information is current, accurate, relevant, and easy to use.

    Biography:

  • Robert Ambra is an Information Management professional at the City of Toronto. In his current role, he leads policy, strategy, and awareness initiatives to improve and mature Information Management and Open Government at the City of Toronto. He previously worked in Records and Information Management in the Ontario Public Service.

  • Donna Saleh is a Senior Information Analyst with the City of Toronto. She supports Open Government program planning and is involved in the training and awareness of Open Government & Information Management across City divisions. Previously, she worked on several health-related research projects in academia and at Toronto Public Health.

    M21 – Marcia Douglas & Michel Legault

    Title: Ying and Yang: Governance for Structured and Unstructured Content

    Delivery Method:  Case Study

    Synopsis: The disciplines of Enterprise Content Management and Enterprise Data Management are intricately related and yet most organizations do not truly establish or operationalize governance at an integrated level. As a result, structured content is often subject to its own policies, standards and processes as is unstructured content. Similarly, governance models, roles and responsibilities are often articulated separately with no view to an integrated Enterprise Information perspective. Using a case study example from a public sector organization, this session will discuss how to create an integrated EIM governance capability, aligning policy, standards and processes along with roles and responsibilities.

    Biography:

  • Marcia Douglas is a Partner within the Analytics & Information Management practice at Deloitte. With 30 years of experience, Marcia has defined strategies, governance models and information architecture as well as deployed EIM solutions. Marcia is AIIM ERM and ECM Certified and is a CDIA.

  • Michel Legault is a Manager with Deloitte Consulting and has over 15 years of experience in Information and Records Management. Michel has experience in Information Governance and Information Architecture. Michel is an AIIM Enterprise Records Management (ERM) Specialist, Six Sigma Green Belt, and has a Masters in Knowledge Management.

     

    M22 – Elizabeth Weeks

    Title: How ASEBBP Developed a Paperless System and IG

    Delivery Method: Lecture

    Synopsis: A presentation (original presented to Alberta Blue Cross) on how ASEBP, a small organization of 120 people, developed, and continues to develop, paperless systems and information governance, over time, instead of through a revolutionary large project. Rather than capture records sometime after creation, ASEBP focuses on classifying at the point of creation, creating workflow. Media type is dependent on length of retention. Transparency is our next goal.

    Biography: With almost 15 years of experience, Liz Weeks has researched, implemented and/or maintained multiple electronic records systems. She is passionate about teaching what IM and IG can bring to any organization.

    M23 – Ken Oldenburger

    Title: Assessing Your Records Management Program Using the Maturity Model

    Delivery Method:  Lecture

    Synopsis: Using the Generally Accepted Recordkeeping Principles® Maturity Model to assess your RM Program is a valuable practice. It can be done at any stage of development, even before the Program has begun! 

    But how to do it if you can't hire a consultant? We will discuss levels of assessments from informal to formal. You will receive direction on who to talk to, how to create appropriate questions and how to report your findings. Lots of time will be set aside for anecdotes, questions and discussion.

    Biography: Consulting in Records Management and Information Governance for twenty years, Ken Oldenburger has experience in every aspect of RM with emphasis on Records Classification and Retention Schedule design, Policies and Procedures, Implementation and Training. Ken is certified in Generally Accepted Recordkeeping Principles® and has conducted numerous RM assessments and strategic plans.

    M24 – Lindsay Stephenson & Michel Biagé

    Title: Moving To the Cloud – Getting Through the Red Tape

    Delivery Method: Case Study

    Synopsis: We are preparing a strategy to move to the Cloud.  The technology is ready and basically we need to flip a switch to turn it on. But in order the flip that switch, we need to wade through the checkpoints of a Privacy Impact Assessments, Business Sensitivity Assessments, Security Assessment and Authorizations and Executive Level approvals. Not to mention pilots, change management strategies and training for employees. Join us for a presentation on how we are preparing for this in-house and learn from our experience so far.

    Biography:

  • Lindsay Stephenson has over 16 years of experience in information management and has worked in library, archives and records management. She has been with the National Capital Commission since 2002, and is responsible for delivering the records and information management program including managing the IM team and the retention and disposition program.

  • Michel Biagé has over 25 years experience in IT, from delivery of IT products and projects to high level strategic plajnnning of IM/IT initiatives. He spent 15 years with Nortel Networks Corporation and 10 years as Director, IT Solutions with the University of Ottawa. Michel joined the NCC in 2015 as Director, ITGS and CIO.

     

2:15 pm – 3:15 pm

M30 – Howard Loos

Title: Case Study: Transitioning from Paper to Electronic Records

Delivery Method: Case Study

Synopsis: Making the transition from paper-based, manual processes to automated, electronic processes can be daunting. Although some organizations have successfully automated key processing areas, many organizations struggle as they take steps toward an electronic records environment. Lack of executive buy in, cost overruns, unexpected technology challenges, insufficient quality control, and low end-user adoption are but a few obstacles that can limit the path to success. During this session, Howard will share successful approaches, challenges and lessons learned, while assisting his organization in its journey towards achieving an electronic records environment.

Biography: Howard Loos, CRM, IGP, MBA, has more than 20 years of experience in the field of Records and Information Management (RIM). During most of those years, Howard worked as a consultant, focused on strategy development, RIM program development, organizational governance, requirements gathering and software implementation.

 

M31 – Keith Atteck

Title: Why Your IG Strategy is Failing

Delivery Method: Lecture

Synopsis: Many organizations either fail to recognize the value of a sound IG strategy, or fail to make the connection to organizational strategy. Reviewing the top ten reasons why IG implementations fail, we will discuss how to change the paradigm for a Winning Strategy.

Following this session, you will be able to:

  1. Describe the reasons our IG strategy if failing.

  2. Identify the signs of a failing IG strategy.

  3. Recognize that IG strategy is all about people, and needs to guide your IG tactics.

  4. Identify the key things you need to turn your efforts into a winning IG strategy.

    Biography: Keith Atteck (C.Tech. ERMm) is an IG and project management professional facilitator, mentor, and coach, providing IG, ECM and KM expertise to organizations. He helps companies deliver value through efficient and effective IG strategies. His analysis is guided by outcome expectations that drive tactics to support planning, policies and programs.

     

    M32 – Bruce Miller

    Title: How to Build a Software-Ready Retention Schedule

    Delivery Method: Lecture

    Synopsis: Learn how to configure your retention schedule so it can be used by today’s sophisticated electronic recordkeeping systems. A software-ready retention schedule means you can avoid typical software implementation delays while waiting for the schedule to be prepared. Configure case records, and set up the proper handling of assets such that downstream disposition will work properly. Even if electronic recordkeeping is well into your future you can benefit from an effective, well-defined software-ready retention schedule.

    Biography: Bruce Miller, IGP, MBA is President of RIMtech, a vendor-neutral records technology consulting firm. He is an author, an educator, and the inventor of modern electronic recordkeeping software. The author of “Managing Records in Microsoft SharePoint”, he specializes in the deployment of Electronic Document and Records Management Systems.

    M33/43 – John Bolton & Christine Ardern

    Title: Understanding and Learning How to Write for Publication

    Delivery Method: Workshop

    Synopsis: There is a story to be told within each of us; stories about work, life, families, events or a hundred other topics. Have you ever wanted to publish something and don’t know how or where to start? The Editorial Team for Sagesse is offering a two part workshop: part 1 will offer guidance on how to structure your thoughts, improve style, maintain story line content and clarity, and on how to submit your draft articles;  part 2 will include a group mock writing of a paper. Your story is waiting for this session to bring it to life.

    Biography:

  • John Bolton, (CRM - Retired), has had over 26 years of RIM experience. His career included special librarianship, project management and 20 years with the Provincial Government of British Columbia working in the IM/IT field. He has spoken at numerous conferences and has published articles on records management, privacy, and standards.

  • Christine Ardern is a CRM, IGP, Past President and Fellow of ARMA International and Emmett Leahy award winner. Christine has been involved in IG, RIM and archives instruction, program planning, and implementation as a practitioner and consultant. She has participated on CGSB standards committees and is on the AIEF Board.

    M34 – Sandra Vieira & Poornima Bhattacharyya

    Title: What does Privacy Have to Do With Records Management?

    Delivery Method: Lecture

    Synopsis: Records Management and Privacy might seem to have very different goals at the outset however, managing records should include the principles of privacy to ensure effective information governance. This is even more imperative with the electronic age that we live in. Join this session to learn how Records Management and Privacy professionals interact in various processes; how they could leverage from each other’s work and why it is important for professionals in both streams to work collaboratively to strengthen compliance and mitigate operational risk in an organization.

    Biography:

  • Sandra Vieira has been with the WCDSB in various roles. She is currently Freedom of Information, Privacy and Records Information Management Officer. Sandra is a on the Board of Directors with the Ontario Association of School Business Officials and a Director on the Board for ARMA Southwestern Ontario.

  • Poornima Bhattacharyya is a Records and Information Management (RIM) Consultant with Manulife, where she consults with several business units to strategize and implement the RIM program. She has over 15 years of experience providing leadership and support on RIM, Information Protection, Business Continuity and operational risk and control assessment.

 

3:30 pm – 4:30 pm

M40 - William W. LeFevre

Title: So, You’re the Newbie: Integrating RIM into the Employee Onboarding Process

Delivery Method: Lecture

Synopsis: Most organizations deal very poorly with the RIM aspects of new employee onboarding. New employees are often not taught about the RIM components in place in their workplaces and the RIM policies and procedures that will affect them. This session will explore how to build an effective RIM component into the employee onboarding process at your organization, including model RIM policies and procedures for new employees. Legal ramifications of the onboarding process on RIM programs and risk analysis and assessment will draw from real-world scenarios.

Biography: William W. LeFevre, CA, CRM, is senior archivist at Wayne State University. He holds a BA from Albion College as and an MS and Certificate in Archival Administration. He is currently Secretary/Treasurer for ICRM and has served on the ARMA International Board, as Chairman of the AIEF, and President of ARMA Detroit Chapter.

M41 – Nicole Godin & Howard Wong

Title: Rise of the Chief Data Officer: Enterprise Information Governance Implications

Delivery Method: Lecture

Synopsis: Recent enterprise information governance trends depict the emergence of a new executive role within the leadership suite of many private-sector organizations in Canada… the Chief Data Officer (CDO). While the concept of a centralized enterprise-wide information management program seems like an elusive reality for many organizations, the CDO is often tasked with the unification of information management practices to support value-based utilization of its information assets. Accordingly, this session shall examine the drivers, priorities and strategies of the CDO and their implications on traditional records and information governance practice.

Biography:

  • Nicole Godin is a Director within the Forensics, Risk Consulting group at KPMG where she leads the National IM advisory practice. Specializing in information risk, she has over 15 years of experience within Canada’s public, telecommunications and financial services sectors. Nicole is currently pursuing her Doctorate with a specialization in Information Risk Governance.

  • Howard Wong is a Manager within the IM team at KPMG where he is responsible for the delivery of governance, risk management and compliance services in support of effective management of information and protection of organizational records. He has worked on dynamic engagements related to IM, privacy, information classification, access/controls and data protection.

    M42 – Wendy Austin & Mike Biancaniello

    Title: Successfully Implementing Records Management Software: Eight Lessons from Magna International

    Delivery Method: Case Study

    Synopsis:  In 2016, the records management team at Magna International Inc. completed the implementation of a new records management software solution. In the process, they created a flagship records management program to manage physical and electronic records. This presentation shares eight lessons learned from the project. If you are considering the implementation of RIM software, this session provides insights to help you: allocate internal resources to the project, establish realistic timelines, manage risks and increase adoption rates.

    Biography:

  • Wendy Austin joined Magna in 1992 as a law clerk, moving into a records management role in 1999. After over a decade in records management, Wendy joined the newly created Information Governance Team in 2011, overseeing transformational initiatives to optimize RIM practices within Magna's legal department.

  • Mike Biancaniello's career with Magna spans two decades in a variety of roles, from systems engineer and director of information systems, to his current role on the Records and Information Management team. Most recently, Mike participated in the transformation of the records management program within Magna's legal department.

    M33/43 – John Bolton & Christine Ardern

    Title: Understanding and Learning How to Write for Publication

    Delivery Method: Workshop

    Synopsis: There is a story to be told within each of us; stories about work, life, families, events or a hundred other topics. Have you ever wanted to publish something and don’t know how or where to start? The Editorial Team for Sagesse is offering a two part workshop: part 1 will offer guidance on how to structure your thoughts, improve style, maintain story line content and clarity, and on how to submit your draft articles; part 2 will include a group mock writing of a paper. Your story is waiting for this session to bring it to life.

    Biography:

  • John Bolton, (CRM - Retired), has had over 26 years of RIM experience. His career included special librarianship, project management and 20 years with the Provincial Government of British Columbia working in the IM/IT field. He has spoken at numerous conferences and has published articles on records management, privacy, and standards.

  • Christine Ardern is a CRM, IGP, Past President and Fellow of ARMA International and Emmett Leahy award winner. Christine has been involved in IG, RIM and archives instruction, program planning, and implementation as a practitioner and consultant. She has participated on CGSB standards committees and is on the AIEF Board.

    M44 – Peggy Syljuberget

    Title: It Won’t Happen to Me… Mitigating Records Risks

    Delivery Method: Workshop

    Synopsis: You hear news about disasters and think “it won’t happen to me” – but a crisis can happen without warning. What if your credit card is frozen because your ID is stolen? How can you protect your most precious business asset – your information?

    Part 1 highlights steps on how to include records in crisis planning. Part 2 demonstrates how to calculate risks, assign a value, and prioritize records using the Records Risk Mitigation Strategic Planning Job Aid. Part 3 outlines steps for monitoring risks and strategies to ensure records remain protected over time. Find out how to protect your assets!

    Biography: Peggy Syljuberget has over 30 years' experience in information management in public, academic, and private sectors, has been active in ARMA for over 13 years, taught records management at the University of Manitoba and Red River College. Peggy works at Entrepreneurship Manitoba, owns Information Management (IM) Strategies, and volunteers for CASARA.

Tuesday, 30 May 2017

 
   

 

8:00 am – 4:30 pm

Exhibit Hall Open

8:45 am – 9:30 am - MCs Trevor Banks and Jon Weston - Churchill Ballroom

Awards Presentation

Did you see how this year’s Oscars started? The same way last year’s ARMA Awards did!! #fact #timberlake. Now when the word “Awards” is used at an ARMA conference, this mean fun, dancing (?), glow sticks, tears of joy and pride!

The ARMA Awards may have an early start compared to the Oscars, but you don’t want to miss this year’s Awards! Come back for more Trev and Jon as they host the 2017 ARMA Canada Awards Ceremony. Join your colleagues, your community, your friends, as we celebrate our achievements!

9:35 am – 10:05 am

Technology Spotlight - Active Navigation (Limited Space Available) - Baker Room

10:05 am – 10:35 am

Technology Spotlight - Iron Mountain (Limited Space Available) - Baker Room

12:00 pm – 1:00 pm

Lunch & Learn - Collabware (Limited Space Available) - Stephenson Room

3:30 pm – 4:30 pm

Exhibit Hall Closing - Mountbatten Room

 

11:00 am – 12:00 pm

T10/20 – Kimberly Gee & Susan Couture

Title:  The Compliance Conundrum

Delivery Method:  Workshop

Synopsis:  Compliance is challenging in the rapidly advancing field of information management. What does it mean to be legally compliant? Puzzled about how to begin assessing your program and addressing gaps? Attend a practical workshop and leave with:

  • a self-assessment of your organization’s level of compliance

  • a simple plan with steps you can implement quickly and easily

  • the checklists and templates to get you started

Aimed at both those with nothing formal in place and those wanting to evaluate their existing program, together we de-mystify the compliance requirements surrounding such hot topics as privacy, security, e-records, and more!

Biography: 

  • Kimberly Gee has over ten years’ experience as an archivist and records management coordinator. She is currently a Juris Doctor candidate at Thompson Rivers University law school in Kamloops, BC. Her goal is to be a lawyer specializing in privacy and information management compliance.

  • Susan Couture has over 29 years of experience in records and information management. She has knowledge, experience and education encompassing information governance, privacy protection, access to information holdings, electronic document management systems, recordkeeping, file classification, teaching plus project and change management. Currently she works as a RIM Specialist.

T11 – Dominique Maurel, Natasha Zwarich & Christine Dufour

Title:  Negotiating Information Governance Among Professionals – Results from a Canadian Study

Delivery Method:  Lecture

Synopsis:  Information governance provides a response to information risks that threaten organizations’ compliance and accountability requirements. However, its implementation requires a redefinition of the roles and responsibilities of information professionals within organizations as well as a redefinition of their relations to other professionals involved in information management. This lecture presents the results of a pan-Canadian survey that reveals the perception of information professionals about information governance: their roles, the preferred mechanisms and tools, the strategic skills required, and the barriers and facilitators. The results also highlight the need for collaboration in high-level multidisciplinary teams to lay the foundations for negotiated governance.

Biography: 

  • Dominique Maurel is an Associate Professor of Information Science at the Université de Montréal. Her research interests focus on information behaviours and practices, organizational memory management, knowledge management, and information governance.

  • Natasha Zwarich is a Professor in Archives and Records Management at the Université du Québec à Montréal. Her research interests include electronic document management, management issues related to e-mail, metadata, information literacy, and information governance, specifically standardized performance indicators in archival science.

  • Christine Dufour is an Associate Professor of Information Science at the Université de Montréal. Her research interests include Web information systems, Web 2.0, roles of information professionals, and bibliometrics.

T12 – Glen Hogard & Bryan Bance

Title:   The Go Live Survival Guide

Delivery Method:  Lecture

Synopsis:  At 8 am on the day your new EDRM system goes live, are you prepared to respond to everything that can, and will, go wrong? In this seminar learn techniques and best practices used at a large municipal government, which will help you get ready for the day your organization implements a new EDRM system. The Go Live Survival Guide offers career-saving advice on preparing for that fateful day including training, communications, security considerations and departmental resourcing.

Biography:

  • Glen Hogard is a Corporate Records Analyst at The City of Calgary where he was involved in the implementation of a new organization-wide EDRM system. He has 15 years of experience in RM including government, academic and publishing industries. He holds a M.A. in English Literature and a certificate in RIM.

  • Bryan Bance, MAS, has been active in the area of records and archival management for over a decade. As a corporate archivist, he works closely with RM and was recently involved in developing and testing procedures surrounding the archival appraisal, accession and disposition of electronic records as part of an EDRM implementation.

T13 – Roger Francis

Title:  Swimming in the Deep Blue Sea of Lifelong Digital Learning

Delivery Method:  Lecture

Synopsis:  IG culture as nuanced against IM culture provides a space for exploring the multiple locations of diverse organizational identities (DOI). A recognition of this diversity provides a place for opportunities and greatness to emerge amongst adult learners who are collaborating within and across organizations. Organizational knowledge development is now a rejuvenated learning paradigm that extends beyond academic and organizational rhetoric. Lifelong digital learning is a personal experience and is now common place within all organizations. IG professionals are therefore adult educators who facilitate change management by nurturing wholesome learning communities within an organization sensitized to DOI.

Biography:  Dr. Roger Francis is a University of Calgary alumni of the Werklund School of. Roger’s legal technology practice draws on the paradigms of adult learning. Roger is experienced in all areas of evidence management, with a focus on information governance and e-Discovery processes stemming from complex litigation matters.

T14 – Natalie Veldhoen & Brian Edwards

Title:  Records Management and the Modern Workplace

Delivery Method: Lecture

Synopsis:  The future of work is now. Workplaces are changing profoundly as new working practices combine with rapidly evolving technologies to produce new employee experiences and expectations. How do records managers and their solutions stay relevant – and even prosper – in this disrupted landscape? Join Habanero Consulting Group as we discuss the workplace trends that are changing organizations and their impact on business stakeholders (including records managers). We will provide perspective as to the challenges and issues that you and your peers face today or will be facing in the near future.

Biography: 

  • Natalie Veldhoen has experience designing and implementing information and knowledge management systems across a number of industries. She started her career as a math and science teacher where she honed her facilitation and coaching skills but found her place in library and information system design, leading projects with K-12 education, health care, and most recently with a Calgary-based energy company. Natalie has bachelor’s degrees in astrophysics and education and a Master of Science in instructional media design.

  • Brian Edwards leads, creates, and maintains the business plans and roadmaps of Habanero’s technology solutions and services. Brian has been with Habanero since 2000 and led Habanero’s collaboration practice. Previously, Brian ran the intranet for a Fortune 500 bank in the US. Brian has been recognized as a thought leader in collaboration solutions and business strategy.

 

1:00 pm – 2:00 pm

T10/20 – Kimberly Gee & Susan Couture

Title:  The Compliance Conundrum

Delivery Method:  Workshop

Synopsis:  Compliance is challenging in the rapidly advancing field of information management. What does it mean to be legally compliant? Puzzled about how to begin assessing your program and addressing gaps? Attend a practical workshop and leave with:

  • a self-assessment of your organization’s level of compliance

  • a simple plan with steps you can implement quickly and easily

  • the checklists and templates to get you started

Aimed at both those with nothing formal in place and those wanting to evaluate their existing program, together we de-mystify the compliance requirements surrounding such hot topics as privacy, security, e-records, and more!

Biography: 

  • Kimberly Gee has over ten years’ experience as an archivist and records management coordinator. She is currently a Juris Doctor candidate at Thompson Rivers University law school in Kamloops, BC. Her goal is to be a lawyer specializing in privacy and information management compliance.

  • Susan Couture has over 29 years of experience in records and information management. She has knowledge, experience and education encompassing information governance, privacy protection, access to information holdings, electronic document management systems, recordkeeping, file classification, teaching, plus project and change management. Currently she works as a RIM Specialist.

T21 – Christine Ardern and Charlene Riley

Title:  Don’t We Just Buy Software?

Delivery Method:  Case Study

Synopsis: This case study describe what steps an organization, with records in 16 countries and 42 locations within those countries, took to create a state of readiness for an ECM implementation even though it had no information management program. The session will discuss the challenges and approaches to resolve those challenges as the information management program continues to move forward.

Biography

  • Christine Ardern has been a practitioner in RIM program development and management in the public and private sectors, an instructor at the iSchool Institute at U of T and a regular speaker at ARMA events both locally and internationally. She is a Past President of ARMA International and recipient of the Emmett Leahy Award.

  • Charlene Riley is an information management professional with over two decades of experience working with organizations to develop and implement Records and Archives management programmes, significant among which are the National Archives and Central Bank of Trinidad and Tobago. She also provides training and mentorship to young RIM professionals. 

T22 – Else Khoury

Title:  Getting Ahead of RIM

Delivery Method: Case Study

Synopsis: Using recent developments in the organization as a jumping-off point for RIM policy, a government institution is implementing an enterprise-wide RIM Strategy. By taking a strategic approach, the organization hopes to create the investment and engagement, as well as practical tools, to make it work.

Biography: Else Khoury manages the Information Management Strategy for Niagara Region.

T23 – Lori Collins

Title:  Make Records Great Again: Balancing Good Records Creation with Transitory Records Disposal

Delivery Method:  Lecture

Synopsis:  The past two years have seen numerous jurisdictions identify the need for improvements in records management. The key to meeting this challenge will be to improve the overall quality of the record being created and retained while balancing the ongoing disposal of transitory records. This presentation will strive to pinpoint the weaknesses that may contribute to the problem and present a possible step-by-step solution.

Biography: Lori Collins has worked in RIM for over 20 years. She currently teaches at the College of the North Atlantic. She has extensive academic and professional training in IM including a MIS from the University of Toronto, a Masters Certificate in Project Management, the Principals Certificate from ARMA and is a certified PMP.

T24 – Marcia Douglas

Title: Open Data – What’s It All About and Impact for RM

Delivery Method: Lecture

Synopsis: OpenData is becoming increasingly more important to government and public facing organizations. It enables transparency and accountability. It promotes the sharing of data for external access and use. But how does OpenData impact records management? Is this an area that should concern records managers? How do we need to be engaged/ involved? What is the knowledge and learnings that we can bring to the OpenData agenda?

Biography:  Marcia Douglas is a Partner within the Analytics & Information Management practice at Deloitte. With 30 years experience, Marcia has defined strategies, governance models and information architecture as well as deployed EIM solutions. Marcia is AIIM ERM and ECM Certified and is a CDIA.

 

2:15 pm – 3:15 pm

T30 – Jennifer Jansen

Title: Tsawwassen First Nation: Freedom of Information and Protection of Privacy

Delivery Method:  Case Study

Synopsis: In 2007 Tsawwassen First Nation became the first Nation in BC to complete the 6-stage treaty negotiation process, and the first nation in Canada to sign a modern treaty. When the Treaty came into effect in 2009, a suite of 26 Tsawwassen Laws were enacted, including TFN's Freedom of Information and Protection of Privacy Act (FIPPA). This session will provide an overview of TFN's FIPPA, including how TFN responds to FOI requests and the application of the protection of privacy requirements, and how the Act interacts with provincial and federal legislation. This presentation will also look at some of the questions and challenges TFN has encountered in the implementation and application of the Act.

Biography:  Jennifer Jansen has been with TFN as a Records Analyst since 2010. She holds an MAS degree with a First Nations Concentration from UBC. Previously she has worked 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.

T31/41 – Rick Sterling

Title: Information Governance – A Workshop

Delivery Method:  Workshop

Synopsis: Information Governance is a complex topic and not well understood. This workshop will assist attendees in understanding not only what IG is but how it interacts between the different corporate disciplines of Legal, IT, Privacy, Risk, Senior Management, Security, Administration, and RIM. You will be able to work in groups on two exercises "Shared Drive Cleanup" and "Training" to enhance the learning experience. For the maximum benefit bring a colleague with you so you can go home sharing the IG knowledge.

Biography:  Rick Stirling is the President of WesternIM and a recognized expert and pioneer in the Information Management community. Rick was a member of the task forces that authored the ARMA “Generally Accepted Recordkeeping Principles” and the Information Governance Professional (IGP) certification material and currently serves on the IGP Board.

T32 – Bruce Miller

Title:  Managing Records Without User Input – a RIM Technology Breakthrough

Delivery Method:  Lecture

Synopsis:  We no longer need to depend on business system users to identify or classify business records – we can now largely automate this with RBR (Rules-Based Recordkeeping), a combination of technology and technique that requires no exotic technology, is easy to learn, and works for most records. With RBR you’ll no longer need to depend on end user participation, as declaration and classification can be fully automated. This is the breakthrough you need to deliver measurable RIM compliance in your electronic recordkeeping project.

Biography:  Bruce Miller, IGP, MBA is President of RIMtech, a vendor-neutral records technology consulting firm. He is an author, an educator, and the inventor of modern electronic recordkeeping software. The author of “Managing Records in Microsoft SharePoint”, he specializes in the deployment of Electronic Document and Records Management Systems.

T33 – Natalie Veldhoen & Ben Skelton

Title:  What’s Next? Build a Solid Roadmap for Your Records Management Journey

Delivery Method:  Lecture

Synopsis: A roadmap’s value is in its creation as well as its execution. Join us as we walk you through Habanero’s methodology for developing a roadmap for your records management initiative. The methodology focuses on building consensus across stakeholders by establishing a common-vision. This increases ownership, adoption and support. Experience shows that records management initiatives should not JUST be about compliance. Being overly focused on compliance does not deliver success. Records management initiatives are about compliance AND delivering business value, driving engagement, change management, governance and even supporting business strategy.

Biography:

  • Natalie Veldhoen has experience designing and implementing information and knowledge management systems across a number of industries. She started her career as a math and science teacher where she honed her facilitation and coaching skills but found her place in library and information system design, leading projects with K-12 education, health care, and most recently with a Calgary-based energy company. Natalie has bachelor’s degrees in astrophysics and education and a Master of Science in instructional media design.

  • Ben Skelton provides guidance and oversight to Habanero’s leadership team, ensuring Habanero’s continued success and innovation within all areas of the business. Ben opened Habanero’s Toronto office in 2013 and continues to manage a number of Toronto-based accounts while directing the growth of Habanero’s business in Ontario.

T34 – Howard Wong & François Senécal

Title: Wearables – Privacy and Information Insights

Delivery Method: Lecture

Synopsis: Wearables can capture and store data points on almost everything you do on a real-time basis. They can track your general health, sleep patterns, what you eat, where you exercise and can even identify how stressed out you are before you turn on your computer in the morning! So much personal information and health data is being collected just by wearing a smart watch. This lecture will discuss privacy and IM risk concerns, insights and considerations for users and organizations.

Biography: 

  • Howard Wong is a Manager within the IM team at KPMG where he is responsible for the delivery of governance, risk management and compliance services in support of effective management of information and protection of organizational records. He has worked on dynamic engagements related to IM, privacy, information classification, access/controls and data protection.

  • François Senécal is a Senior Consultant in the IM and eDiscovery team. He took part in numerous engagements in information management, eDiscovery and IT governance. He informs clients on legal, regulatory and business requirements on matters of information management, helps them identify their business needs. 

3:30 pm – 4:30 pm

T40 – Pamela Lupa

Title:  Future-Planning: Records Managers and Knowledge Transfer

Delivery Method:  Lecture

Synopsis:  With a new, usually younger, cohort of records managers entering the profession, there are challenges to contend with that are new, specific, and very different from past practices. Presented from the perspective of a professional new to records management, this talk discusses these challenges and provides possible solutions/resources to address knowledge gaps. The talk is structured with the goal of addressing generational differences, providing current and incoming records managers with succession-planning tactics, and crafting a sense of what is required to ensure that knowledge and skills are transferred.

Biography:  Pamela Lupa, MLIS, entered the records management profession by happenstance, but has found it to be her calling. Presently the City of Brantford’s Coordinator, Corporate Records and FOI Services, Ms. Lupa has the honour of being only the second person in 25 years to manage its records program.

T31/41 – Rick Sterling

Title: Information Governance – A Workshop

Delivery Method:  Workshop

Synopsis: Information Governance is a complex topic and not well understood. This workshop will assist attendees in understanding not only what IG is but how it interacts between the different corporate disciplines of Legal, IT, Privacy, Risk, Senior Management, Security, Administration, and RIM. You will be able to work in groups on two exercises "Shared Drive Cleanup" and "Training" to enhance the learning experience. For the maximum benefit bring a colleague with you so you can go home sharing the IG knowledge.

Biography:  Rick Stirling is the President of WesternIM and a recognized expert and pioneer in the Information Management community. Rick was a member of the task forces that authored the ARMA “Generally Accepted Recordkeeping Principles” and the Information Governance Professional (IGP) certification material and currently serves on the IGP Board.

T42 – Anne Rathbone & Barbara Bellamy

Title: Management of Change During a Large-Scale Migration

Delivery Method: Lecture

Synopsis: There are many challenges to a large migration, such as the coexistence of the legacy and new system, significant cost and time, and convincing stakeholders of the need for the migration. But, by far, the biggest challenge is organizational change – there must be buy-in and acceptance from users. This session will discuss the processes involved in a large migration as well as user acceptance. Concrete examples of how two organizations have handled their migrations will be provided.

Biography:  

  • Anne Rathbone has 20 years experience in the public sector establishing, implementing and maintaining records and information management programs. She earned her Certified Records Manager (CRM) designation in 2010. Currently, Anne is the Records Management Technician for the Sunshine Coast Regional District.

  • Barbara Bellamy has worked in the records management, reproduction and reprographics field since the late 1980s. She holds a Bachelor’s degree in Business and earned the Certified Records Manager (CRM) designation in 2009. Her major contribution to Suncor is work with Data Migrations, Acquisitions, and Divestments.

T43 – Jesse Wilkins

Title:  How to Improve Email Management and Automation

Delivery Method:  Lecture

Synopsis:  This session will introduce several approaches to automating email management. Attendees will learn step-by-step approaches to improving how email is managed throughout its lifecycle with a particular emphasis on records and compliance.

Biography:  Jesse Wilkins, CIP, CRM, IGP, has worked in information management for 20 years as an end user, vendor, consultant, and trainer. His areas of expertise include electronic records management, email management, and social media governance. He has delivered more than 300 information management presentations at industry events since 2003.

T44 – Anne Hepplewhite & Mary Wiley

Title: Building Local Voices: Knowledge Exchange, Community Engagement and Focused Planning for a Stronger Future in Niagara

Delivery Method: Case Study

Synopsis: Niagaraknowledgeexchange.com (NKE) is a community-built tool to support focused planning for increased quality of life in Ontario’s Niagara region. The NKE is based on the 12 Living in Niagara Sectors, which align with the Social Indicators of Health.

The Niagara Connects network of people is pioneering a unique model for raising voices in Niagara through Community Engagement and Knowledge Transfer that leads to action and achieves impact. Join Niagara Connects Board member Anne Hepplewhite to learn how a team of Network Weavers, Research Associates and Knowledge Brokers guide the collaborative work of diverse players in the Niagara-wide community, and be better heard.

Biography: 

  • Anne Hepplewhite, CRM, MAS, has worked in the public sector for the bulk of her career.  During her career in municipal government, Anne has enjoyed a multitude of exciting assignments and projects.  Anne is currently working as Senior Manager, Records and Information Management at The Niagara Parks Commission.

  • Mary Wiley has a Bachelor of Applied Science from the University of Guelph, and career experience spanning provincial and national leadership roles in Canada’s agri-food industry. Her expertise includes knowledge transfer, consumer education, marketing communications, government relations, value chain development, environmental stewardship, organization leadership and business management. Mary is a past chair of the Lincoln Public Library Board. She and her family own and operate a 7th – generation vineyard business in the Niagara region.

     

Wednesday, 31 May 2017

8:30 am – 9:30 am

W10 – Lisa Ricciuti

Title: Event-based Retentions & ECMs: Eliminating the Guesswork

Delivery Method:  Lecture

Synopsis:  Calculating event-based retentions has always posed challenges. By design, event-based retentions rely on something happening to start the retention period. Typically the “something happening” must be entered manually, after the fact. Many RIM professionals think the solution is to eliminate user input and use fixed retentions, or system-generated elements, instead. As we all know, users are the greatest unknown variable and tend to complicate even the most foolproof systems. However, other options are available. Learn more about how you can eliminate the guesswork and challenges of activating event-based retentions by modernizing your retention schedule and utilizing technology.

Biography:  Lisa Ricciuti has spent over 8 years in the field of records and information management providing customized solutions guaranteed to cut costs and increase efficiency for clients in both public and private sectors.

W11 – Tracy Caughell & Pat Fennessy

Title: Crafting the Right Message to Promote RM

Delivery Method:  Lecture

Synopsis:  You have your RM and IG policies in place, defined your rules and retentions, sent out your welcome to RM invitations, but no one is coming to the party. How do you motivate your users to understand the benefits and make them RM believers? Learn what you need to do to define and translate the WHY into a proactive communication strategy.

Learning Objectives:

  • Learn to use the Communication wheel to ensure you have covered all components of a complete communication strategy

  • Learn how to define your WHY story to encourage behavior change

  • Understand personas and empathy maps to define your audience

  • Gain tips for designing compelling messages and design a succinct call for action to motivate your users to trust in RM

Biography:

  • Tracy Caughell is Director, Product Management at OpenText.  She has participated as a member of the Expert Review Group for the MoReq2010 specification, has been involved in many certifications to US DoD 5015.02 and UK TNA/PRO as well as VERS Specifications 1-5, and currently sits as a voting member of the CGSB Committee on Micrographics and Image Mgmt.

  • Pat Fennessy uses her experience to assist users to adopt and adapt to changes in their work environment. She has developed numerous workshops relating to RM and User Adoption, and provided onsite consulting. Prior to OpenText, Pat Fennessy was a Records Manager for an Ontario police force for many years.

 

W12 – Graham Sibley

Title:  Succeeding with SharePoint Records Management in 90 Days or Less

Delivery Method:  Lecture

Synopsis:  In this session we’ll review a detailed approach and methodology that can be utilized to achieve success with SharePoint Records Management in 90 days or less. You’ll learn how to structure and manage your project to deliver successful results to your stakeholders, and we’ll review the SharePoint features and capabilities that will help ensure your success.

Biography: Graham Sibley is the founder and CEO of Collabware, and has been serving as the visionary behind the company’s product strategy since its inception. He has over 16 years of experience and proven success in information management technology, SharePoint solution architecture, and user experience design.

W13 – Chris Stapenhurst

Title:  Applying Multiple Lenses to Critical Information

Delivery Method:  Lecture

Synopsis:  Core to Information Governance is the principle of classification. Join us for this important session to understand when and why classification is required and how it is being leveraged to satisfy multiple stakeholders within organizations big and small. Learn classification workflows that can be applied in varying contexts, how to spot common pitfalls, and how to apply classification effectively so as to maximize buy-in by both executive sponsors and as well as by the end-user population.

Biography: Chris Stapenhurst routinely helps solve information governance challenges across our country and spends most of his time engaging clients directly as well as Veritas sales, engineering, product management, and marketing. When not advising others, Chris is often traveling to local and international events speaking, and involved in the Information Governance community.

W14/24 – Jill Teasley & Edwin Yau

Title:  Introduction to Managing Information Risk – A Practical Approach

Delivery Method: Workshop

Synopsis:  Records and information management (RIM) practitioners are often advised to follow risk management principles to assess information-related risks and prioritize their treatment, but they may not have had exposure to formal risk management methods and practices. This session is intended to help increase RIM practitioners’ knowledge of the application of risk management to the RIM discipline by:

  1. Providing an overview of risk management as a discipline and how it relates to various aspects of records and information management;

  2. Presenting a practical approach to risk management; and

  3. Demonstrating the use of the practical approach through a hands-on group exercise involving a case study.

Biography: 

  • Jill Teasley, MAS, is a Senior Consultant in the Information Management and Analytics Technology practice within the Consulting function at Deloitte. Jill specializes in defining and deploying solutions that align clients’ business values and compliance requirements to leading enterprise content management (ECM) practices.

  • Edwin Yau, CA, CIA, CISA, is a Senior Manager in the Risk Advisory practice in Deloitte’s Vancouver office. He has 11 years’ experience at Deloitte managing and executing financial and information technology audits, and providing other assurance and risk advisory services for major public, private and government organizations.

 

9:45 am – 10:45 am

W20 – Peter Cowan

Title: Resetting Information Practice in the Age of Digital Transformation

Delivery Method:  Lecture

Synopsis: It is a certainty that since 1990 we have seen a quantum leap in our capacity to generate digital information, services and data. It is not so clear that our information processes have made the same leap. Metadata management, recordkeeping, archival practice and the rationale for using them are still rooted in the analogue or paper world. And, so are the resulting IM challenges. This presentation will argue that digital is different. It requires a fundamentally new way of thinking about and practicing information and records management.

Biography:  Peter Cowan worked for 25 years for the federal government, the last ten in executive positions in information management. He graduated with a BA in philosophy and most recently completed a Masters of information sciences from University of Toronto. He left government in 2014 and has since been working with departments to develop information strategies and implementation plans.

W21 – Yves Marleau

Title: Breaking the Mold: Governance of Information Beyond the “Record.”

Delivery Method:  Workshop

Synopsis:  Up until now the concepts of file plans, folders, file parts and cutoffs have imposed constraints on how electronic information is organized and managed. The vocabulary of the paper records center is no longer relevant in a digital-first organization. In this session we will be looking at new approaches and emerging concepts that can help build a sustainable integrated Information Governance environment focused on enabling organizations to get their work done. Some of the concepts that will be discussed are: automatic calculation of information value, integrated rules engine for IM, RM, security and compliance as well as integration of structured, unstructured and tacit information.

Biography: Yves Marleau is the President of Cogniva Information Solution, an employee-based IM firm specializing in compliance, information governance and information architecture. A regular speaker and contributor to the IM community, Mr. Marleau heads a team of 30 IM professionals who are dedicated to uncovering and implementing efficient, effective and sustainable information governance solutions.

W22 – Riyaz Lakhani & Bruce Herzer

Title:  Mobile Email Records Management is Here Now!

Delivery Method: Lecture

Synopsis: Statistics show that over 85% of emails are opened on mobile devices. One in 4 emails contain an attachment. Documents are captured as images and distributed across open file sharing platforms. In today’s highly mobile world, emails are received, viewed and deleted on smart phones. The enterprise needs to govern email records … not simply across the organization, but also on the smart devices of its mobile workforce. This session will explain the challenges, strategies and solutions for implementing records management policies for your mobile enterprise.

Biography

  • Riyaz Lakhani has over 20 years of experience in solution delivery including 10 years in implementing Records Management Solutions for physical/electronic records. At Colligo, Riyaz strategizes and implements services that enable clients to realize the full potential of Colligo’s applications within their organization. Riyaz is Microsoft, EMC and AIIM Certified Professional.

  • Bruce Herzer is a seasoned go-to-market leader with 15 years of experience driving sales and improving operations with telecommunications, energy, and SaaS technology firms. A certified project manager, Bruce’s areas of expertise include B2B marketing and business development, account-based marketing, messaging and positioning, content marketing, and brand ownership.

W23 – Shannon Sobota

Title:  Adapting RM to the Audience – Change for an Established Workforce

Delivery Method: Lecture

Synopsis:  An atmosphere of change is normal for most companies, but many struggle with the move away from paper and toward digital documents.   A key piece of this problem is understanding the workforce involved.  Mixed workforces, consisting of many levels of experience in and comfort with technology and document management can struggle to accept the move from paper to digital without careful management and support.   This interactive presentation will draw upon personal experiences to define major stumbling blocks as well as organization and infrastructure supports that can ease this transition.

Biography: Shannon Sobota joined Centrecorp after earning a Masters of Information Studies at the UofT iSchool in 2011.  Her past experiences include positions as a technical writer, university adjunct professor, and child wrangler.  When not reading or playing iPad games, Shannon works to improve information management and user experiences.

W14/24 – Jill Teasley & Edwin Yau

Title:  Introduction to Managing Information Risk – A Practical Approach

Delivery Method: Workshop

Synopsis:  Records and information management (RIM) practitioners are often advised to follow risk management principles to assess information-related risks and prioritize their treatment, but they may not have had exposure to formal risk management methods and practices. This session is intended to help increase RIM practitioners’ knowledge of the application of risk management to the RIM discipline by:

  1. Providing an overview of risk management as a discipline and how it relates to various aspects of records and information management;

  2. Presenting a practical approach to risk management; and

  3. Demonstrating the use of the practical approach through a hands-on group exercise involving a case study.

Biography: 

  • Jill Teasley, MAS, is a Senior Consultant in the Information Management and Analytics Technology practice within the Consulting function at Deloitte. Jill specializes in defining and deploying solutions that align clients’ business values and compliance requirements to leading enterprise content management (ECM) practices.

  • Edwin Yau, CA, CIA, CISA, is a Senior Manager in the Risk Advisory practice in Deloitte’s Vancouver office. He has 11 years’ experience at Deloitte managing and executing financial and information technology audits, and providing other assurance and risk advisory services for major public, private and government organizations.

 

11:00 am – 12:00 pm

W30 – Janet Lamb & Rebecca Astolfo

Title:  A Federal Department’s Approach to Information Resource Risk Assessment

Delivery Method:  Case Study

Synopsis:  Identifying risks to information resources in a federal department of over 6000 employees spread out across Canada is a challenge. In this session we will explore the approach ECCC took to document and analyse the risks to Information Resources of Business Value, creating a final product that captures both enterprise level and specific IRBV risks to provide a useful resource for business planning.

Biography: 

  • Janet Lamb is the Manager of the Recordkeeping Program in Environment and Climate Change Canada (ECCC). Under her management, the ECCC File Plan, Records Retention and Disposition Schedule, Disposition Authorization, disposition approach and more have been implemented in ECCC.

  • Rebecca Astolfo has worked for Environment and Climate Change Canada for 17 years. She began her career as a Geospatial Specialist, and now works as a Business Analyst presently focused on information management within the department.

W31 – Georgia Barlaoura & Shelley Sapieha

Title:  Establishment and Development of Information Governance Programs in Enterprise Environments

Delivery Method:  Case Study

Synopsis:  The presentation navigates the audience through the mechanisms that enable the establishment and maintenance of an Information Governance program in enterprise environments. The discussion examines the challenges and tactical battles related to senior management engagement, the processes and procedures involved, the relationship with other disciplines (such as IT) and the management of change. The presentation concludes with specific suggestions, based on experience regarding the design and deployment of an IG program that lead to strategic advantages and the achievement of short and long term goals.

Biography:

  • Georgia Barlaoura, MAS, is a records manager working for Crescent Point Energy as Information Management Lead Governance & Archives. Georgia has worked for the B.C. Government, and in 2013 she started working in the oil & gas industry, focusing on Information Risk Management, Records Management and the Governance of Information throughout its lifecycle.

  • Shelley Sapieha is an IM specialist who focuses on the development and deployment of IG programs. Her career began as Records Manager in Utilities and she has progressed in the management of Information Governance Programs in Oil & Gas, Utilities and Aboriginal programs. She is currently pursuing an MIS degree from Dalhousie University.

W32 – Michael Schweitzer

Title:  User Experience Squared; Maximizing Adoption of Your ECM Platform

Delivery Method:  Lecture

Synopsis:  Ensuring compliance means maximizing end user adoption of your ECM solution over the long run. It requires both a well thought out solution with a great user experience and ensuring that the users' experience before, during and after the project is a positive one. In this session, we will discuss proven strategies for effecting real change through thoughtful and deliberate tactics around every aspect of your deployment from vision and road mapping to migration, requirements gathering and agile project methodologies.

Biography:  Michael Schweitzer is a Collabware MVP and the Principle Consultant of Gravity Union, a consultancy firm that specializes in creating user-focused, compliance driven and highly adopted ECM solutions built on the Microsoft stack including SharePoint, Collabware, Nintex and Office 365.

W33 – Stuart Rennie

Title: Canadian Requirements for Personal Information Protection

Delivery Method:  Lecture

Synopsis: This is the inaugural release of the results of the ARMA International Educational Foundation (AIEF)’s publication: Canadian Requirements for Personal Information Protection. Before now, there has been no single publication that describes the Canadian, provincial and territorial laws for personal information protection and the implications of these laws for records management. This AIEFF publication fills these gaps. This is a must-attend session for RIM professionals working with privacy in Canada. Attend and learn about which type of privacy applies where and how to use this free AIEFF publication to assist your organization with its privacy needs.

Biography:  In practise for over 20 years, 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. In 2016, he was awarded the AIEFF’s contract to research and write the Canadian Requirements for Personal Information Protection.

W34 – Rachel Barton & Chris Sanagan

Title:  Records and Information Management as an Enabler of Open Government

Delivery Method: 

Synopsis:  In jurisdictions across Canada, Open Government initiatives are driving strategic change towards increased citizen access to government information while transforming how government works. These initiatives rely on information as a vital tool for increasing government accountability and transparency. Supporting these initiatives creates opportunities for RIM practitioners to develop new approaches to managing information. This Case Study will explain how RIM professionals in the Ontario Government are evolving our methods to enable the work of our Open Government partners. It will discuss best practices, opportunities and lessons learned that you can bring back to enable better information management in your jurisdiction.

Biography: 

  • Rachel Barton is a Senior Policy Advisor in the Recordkeeping and Information Management Strategy Unit at Information, Privacy and Archives. She holds a MIS with a focus in Archives and Recordkeeping from the University of Toronto. She has been published in the Journal of Information Ethics.

  • Chris Sanagan is the Senior Coordinator, Archival Electronic Records at the Archives of Ontario and has 10 years experience in the IM field. He works towards acquiring, managing, preserving and providing access to digital assets in the Archives' holdings. Chris has written for The American Archivist and Spacing Toronto.

1:00 pm – 1:10 pm

ARMA Canada Conference 2018 Presentation by the Vancouver Chapter - Churchill Ballroom

1:10 pm – 2:10 pm

Special Presentation: Jesse Hirsh - Churchill Ballroom

2:10 pm to 2:20 pm

Closing Remarks: Stéphane Bourbonnière, ARMA Canada Region Director - Churchill Ballroom

2:20 pm – 3:20 pm

Endnote Speaker: Susan Stewart - Churchill Ballroom

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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