Implementing an Electronic Records Program: The Issues, Challenges, and Strategies

Program:
Morning Sessions:

1. Implementing an Electronic Records Management Program. This session will describe the current state of many paper-based records management programs and the challenges presented by electronic records, including volume, proprietary formats, and selection and preservation. .
2. Managing Electronic Records Without an ERMS. This session will begin with an examination of the various options available for managing electronic records, including ERMS, EDMS, "bare-bones," and "home-grown" solutions.
3. RM and IT: Collaboration for Success. This highly interactive session will attempt to describe the roles of IT and RM in managing information successfully.

Afternoon sessions:

1. Accessing Your Electronic Records in 5, 50, 500 Years. This session will introduce the issues associated with long-term access to electronic records, including both hardware and software compatibility issues.
2. Effective Email Management. Attendees will learn specifics about the impact of email on most organizations from a business standpoint as well as some of the regulatory issues associated with email. The session will examine the approaches available for managing email from a strategic perspective as well as the specific technologies and tactical tools available.
3. Records Management 2.0: Managing Records in the Cloud. In this session we will introduce and briefly describe a number of emerging technologies ("Web 2.0") that can be used to create potential records, including web-based email, office suites, and collaborative tools. The session will conclude with strategies and processes for managing Web 2.0 tools effectively.

Speaker:

Jesse Wilkins has worked in the document industry for twelve years, most recently as a Principal Consultant with Access Sciences. His areas of expertise include electronic records management, email management, document imaging, and collaborative tools. He has worked with hundreds of clients to design, implement, and optimize information management systems and processes.

Jesse is a frequent industry speaker and is recognized for his ability to communicate technical concepts clearly. He is also active in records and information management industry associations, serving on the ARMA International Board of Directors, as Chair of the ARMA Communications Advisory Committee, and on the TAWPI ICP Blue Ribbon Commission. He served as a Director of AIIM International from 2004 to 2005, and Chair of the AIIM Professional Advisory Council, the AIIM Master Accreditation Committee, and the ARMA Technology Advisory Committee. He has served on the conference program teams for ARMA, Xplor 2004, AIIM, and on the CompTIA CDIA+ Post-Cornerstone Committee. He has also been a member of the AIIM Rocky Mountain Chapter executive committee since 2002, serving as Secretary, Vice President, two-time President, and Past President.

Jesse has participated in many ARMA and AIIM standards efforts and has served on the ARMA Professional Competencies Task Force, the ARMA Email Management Task Force, the AIIM Document Management Technology Committee, and the AIIM Terminology Committee. He chaired the ARMA Glossary Task Force, which culminated in the April 2007 publication of the ARMA Records and Information Management Glossary, 3rd Edition.

Jesse has developed and delivered technical training for the CompTIA CDIA+ and TAWPI ICP programs to more than 400 students since 2002. He is an accredited instructor for the AIIM Electronic Records Management and AIIM Enterprise Content Management Master Classes. He is currently engaged to develop the AIIM Email Management Master Class for AIIM International. In 2006, he received the AIIM Education Award.

Attendee Cost: $125
Includes seminar handout, continental breakfast, lunch, and afternoon snack
Attendee Registration closes 5 PM, April 10, 2008

• Attendee on-line credit card registration


• Attendee registration by mail

Vendor Sponsorship Levels:

Cobalt Level $650 (Two Only - first come, first serve)
Includes booth, one attendee, Ten Vendor of the Year points awarded, and advertising on web site logo/link (on the seminar page as well as the home page), email mention, poster at the site of the morning/afternoon break, and company logo in seminar handout,

Platinum Level $250 (12 Only)
Includes booth, one attendee, Five Vendor of the Year points awarded, and advertising on web site logo/link, email mention, poster, and company logo in seminar handout

Gold Level $150 (Unlimited)
Includes advertising on web site logo/link, email mention, poster, company logo in seminar handout, and Three Vendor of the Year points awarded

Vendor Registration closes 5 PM, April 3, 2008

• Vendor on-line credit card registration

Please review and print out the vendor rules prior to registration.

• Vendor registration by mail

Please contact John Milligan at 202-557-6703 for vendor questions.

University of Maryland, Shady Grove Campus Conference Center, 9630 Gudelsky Drive, Rockville, Maryland.
Directions: I-270 Exit 8. West on Shady Grove Rd. for 1.5 miles, turn right on Gudelsky Way, then left on Gudelsky Drive to 9630.  Additional directions can be found at http://www.shadygrove.umd.edu/about/directions/.

Montgomery County's Ride-on Bus System: This system is tightly integrated with the Metrorail, Metrobus, and MARC commuter rail systems. For Ride-on maps, routes and timetables refer to the following sites: www.dpwt.com | rideguide.wmata.com

Please contact Carol Agayoff at 301-216-0877 or e-mail gburgarma@yahoo.com with questions.