AIIM ERM Course 2010

AIIM Electronic Records Management (ERM) Certificate Program

AIIM ERM Practitioner Class

NCC-AIIM and Northern Virginia ARMA Chapter: February 24, 2010

About this Event: Joint Training with NCC AIIM and Northern VA ARMA Chapter

The Electronic Records Management (ERM) Certificate Program is designed from global best practices among AIIM’s 65,000 members. It explores records management in relation to the business needs of all types of organizations, whether in the public or private sector, embracing all records, but with a particular emphasis on electronic records.

AIIM provides education, research, and best practices to help organizations find, control, and optimize their information. For over 60 years, AIIM has been the leading non-profit organization focused on helping users to understand the challenges associated with managing documents, content, records, and business processes. AIIM is international in scope, independent, implementation-focused, and, as the representative of the entire Enterprise Content Management industry - including users, suppliers, and the channel - acts as the industry's intermediary.

Course Description
The ERM Practitioner program covers the lifecycle of records and related concepts such as classification schemes, metadata, security, retention, and disposal. This course, which was revised in early 2009, also includes changes in the vendor landscape; increased focus on email capture and retention; expanded focus on new content types such as wikis and blogs; and new best practices and standards. The course also provides additional focus on taxonomies; migration technologies for moving away from shared drives; auto-categorization to develop and maintain taxonomies, and auto-classification to extract metadata.

Course Designation
You will be awarded the AIIM ERM Practitioner (erm^P) designation after passing an online exam. This is an AIIM standard for industry professionalism and knowledge. By earning this designation, you can call yourself an AIIM ERM Practitioner. You can use the associated logo and title on your business card, email signature, web page, etc. The exam is available via the Internet and you must pass it within 6 months of attending the training course.

Who should attend AIIM’s ERM Practitioner training course?
The ERM Practitioner Class is designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, and Records Management Professionals, as well as for Solution Integrators and Providers, Sales Consultants, Project Managers, and Technical staff.

About Our Trainer:
Carl Weise, Industry Advisor – AIIM International
Carl has over twenty five years of senior level records management and project management experience in the financial, IT, manufacturing, electric power, legal and government environments in both Canada and the United States. He is also a regulatory compliance and risk management expert. He has worked for records management software providers and, more recently, worked as a Principal Consultant in Enterprise Content Management (ECM).

Carl has the following designations from AIIM: ERM Master, ECM Master, EMM Master, BPM Specialist and IOA Specialist. He is also a Certified Records Manager (CRM), from the Institute of Certified Records Managers, and has given presentations at AIIM and ARMA chapter meetings and ARMA annual conferences. Carl developed and taught college level records management courses and has given many seminars on records management, electronic records management, e-discovery, compliance, risk management and enterprise content management in cities across the United States and Canada. He has written articles on records management which has been published. His article on Records Management and ISO 9000 was translated and published in Japan. He has contributed over 15 years of volunteer effort holding the following positions: Vice-President, Examination Administration, Institute of Certified Records Managers (ICRM), ARMA Conference Program Committee Member, ARMA Conference Program Manager, and Chapter President of Pittsburgh ARMA Chapter.

Logistics: 8:30 am – 9:00 am Registration

Time	Session	Purpose
9:00 a.m.	Introductions, Welcome, Workshop Outline and Objectives	To provide a framework for the workshop
9:15	Introduction/Create & capture records	To introduce ERM basics, types of records and approaches for capturing them as records
10:30	Break
10:45	Metadata/Introduction to classification	To describe metadata and classification concepts, schemes, and categories
11:30	Developing classification tools/Classifying records	To understand the steps required to conduct an inventory, develop a classification scheme and approaches and tools for classifying messages
12:00	Lunch
1:00 p.m.	Search, retrieval and presentation/ Controls and security	To describe different approaches for searching and retrieving records and access controls and tools for securing and auditing records
1:45	Retention and disposition/ RM technologies	To describe the significance of retention, options available for disposition and technology options for the RM systems
2:30	Break
2:45	Retention and disposition/ RM technologies (Cont’d)
3:30	Electronic records storage/Digital preservation	To identify storage options, digital preservation risk factors and strategies for ensuring long term access to electronic records
4:45	Conclusion and evaluations	To outline next steps, including taking the exam. To have students complete the course evaluations.
5:00	End of Day

Place: The General Dynamics Executive Conference Center

1000 Wilson Blvd; Suite 810

Arlington, Virginia 22209

UM (Upper Mezzanine)

Parking: Available at the building on Wilson Blvd and on street or nearby.

Metro: Rosslyn Station: Two blocks from the Building (1000 Wilson Blvd.)

Cost: $595.00

NOVA uses Click and Pledge for online registration. Click the icon below to begin.

REGISTRATION CLOSED

Seating is very limited. Online registration will close after the first 30 registrations. Credit Cards only for this event. No cash or check payments.