Records Management in Government Training Workshop X

This event qualifies for .7 CEUs

This event qualifies for 7 CPEs

Overview:

With the current headlines regarding government email retention and e-discovery, it is important to understand how the upcoming deadlines will impact your agency. This one-day Potomac Forum Workshop will focus on the activities mandated by the NARA/OMB Records Management Directive. Key executives from NARA and government agencies will discuss the directive and its implementation. Detailed review and analysis of the directive will be presented to help agencies better understand what they need to do, how to do it, and how to get the funding necessary to be successful.

Goals of this workshop are:

Focus on email retention regulation and policy, the 2016 deadline, and email best practices
Provide attendees with a clear idea of the changes envisioned in the Directive,
Strategies to obtain funding for solutions
Help understand the role of the Senior Agency Official (SAO) in setting agency priorities and achieving program success
Describe the developing roadmap that will lead to realizing these changes, and
Describe the steps individual records managers can do now to align their work with the records management future the Directive envisions.
Specific Agency Actions to be Completed by December 2015 and the out years
Establishing a community of interest for Records Management
Current email policy and regulations.

What You Will Learn:

What needs to be done to comply with the provisions of OMB M-12-18
How the relationship between NARA and Federal agencies have and will change
How the role of technology will evolve in the achievement of OMB M-12-18’s goals
What this initiative will mean for Federal records management in the short and long term
What the components of a sustainable Records Management program will be in this new environment
A better idea of the commitment of time and resources needed to comply with the Directive
How the Senior Agency Officials can and are making a difference in improving the management of government records
NARA Requirements for managing email – lessons learned from recent IRS news event - Complying with the Law - the Federal Records Act and what it means for email and other records losses
Newly Added: The November 2014 Records Management Legislation and what it means to Agencies and Records Managers
and more...

Why You Should Attend:

To gain a clear understanding of OMB M-12-18
To assist you in getting the best start on the many changes OMB M-12-18 will bring to your agency
To learn key funding strategies to help your agency implement solutions to meet its objectives
Hear from other government officials about the practical aspects of complying with the Directive
Ensure success of your Records Management Program as you implement the Directive
Lessons Learned since the publication of the Directive
Understand the NARA requirements for email management – avoiding embarrassing non-conformance
Understand email retention regulation, policy and legislation.

Who Should Attend:

CIO's and the Staff including technical staff involved with Records Management
Senior Agency Officials (SAO’s) charged with responsibility for the implementation of solutions for their agency
IGs and Staff
Government Records Managers
All those with responsibility for initiating and carrying out the reforms mentioned in the President’s Records Management Directive
Professionals responsible for managing information resources on an enterprise-wide basis
Those needing to understand latest NARA policy and guidance
Contracting, Procurement and Acquisition Management Professionals
Program Managers Who Must Understand Records Management in Government
Government executives who want to understand email retention and records management regulation, policy and legislation.
Industry Partners

Format:

This workshop will combine keynote presentations by NARA, lectures on implementing the Directive, real world examples and discussions to provide a thorough, enjoyable day of learning.

Speaker and Presenter Information

Instructors:

Mark Mandel, CRM, BPMm, ERMm, CDIA+

Records Management Solution Architect
OpenText

Mr. Mandel is the Records Management Solution Architect for OpenText Public Sector Solutions (OTPSS). Mr. Mandel has 34 years of experience designing and implementing technology solutions that include document imaging, document and records management, workflow and related technologies. Prior to joining OpenText, Mr. Mandel was the Chief Records Officer and Archivist for the District of Columbia.

Mr. Mandel is a Certified Records Manager, an Electronic Records Management Master, a Business Process Management Master, and a Certified Document Imaging Architect. Mr. Mandel’s skills include solution architecture for ECM engagements, program and project management, and development of policy and procedures for document and records management programs. As an industry veteran, Mr. Mandel is a member of the AIIM Company of Fellows and served on the AIIM International Board of Directors from 2007 to 2009. He is active with both AIIM and ARMA, having served as president of the National Capitol Chapter of AIIM and the Northern Virginia Chapter of ARMA, and is a frequent speaker at industry events.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID