Managing Government Records (RM) Training Workshop XIV

Confirmed Guest Speakers:

Matthew Olsen

Acting Chief Privacy and Data Sharing Officer

Acting Executive Director, Office of Privacy & Information Management

U.S. Department of Health and Human Services (HHS)

Matthew Olsen has held positions across the information management spectrum within the federal government over the last 15 years. His work includes privacy, the Freedom of Information Act (FOIA), and records management. He is currently the Acting Chief Privacy and Data Sharing Officer for the U.S. Department of Health and Human Services, where his emphasis is on maintaining and improving privacy and information management practices across the Department.

Matthew has also held previous positions at the Social Security Administration (SSA), Peace Corps, the Office of Management and Budget, and the National Archives and Records Administration.

Mark Patrick

Chief, Information Management Division
Joint Staff Secretariat
Department of Defense (DOD)

For more than nine years Mark Patrick has overseen the Records Management Program of the Joint Staff and Combatant Commands on behalf of the Chairman of the Joint Chiefs of Staff. His 40-person division manages the official corporate record archive for the “Top Five” of the Joint Staff—the Chairman and Vice Chairman of the Joint Chiefs of Staff, the Assistant to the Chairman, Director and Vice Director. The Information Management Division portfolio includes research for current business, e-discovery, Enterprise Content Management policy, the Freedom of Information Act program, Automatic Declassification, policy and forms program management.

Cheryl Smith, CRM

Information Governancer Specialist

NetSmith, Inc.

Formerly RM Strategist as a consultant fo rthe Government Accountability Office's Electronic Records Management System.

Cheryl Smith, Vice President and Senior RIM consultant for NetSmith Inc. in Frederick, MD, has over 35 years experience in records and information management, quality assurance, and program management, including 25 years supporting Federal government customers. Ms. Smith supported the U.S. Government Accountability Office for 12 years as a key member of their enterprise electronic records management system (ERMS) team, and assisted with development of their simplified big-bucket retention schedules. She has also worked with several executive branch agencies to help them develop new policies and update their out-of-date retention schedules for electronic records. She is a Certified Records Manager (CRM), a Certified Information Professional (CIP), and has an MS in Library Science from Drexel University.  She is a long-time member of the Metro Maryland ARMA Chapter, serving as Education Director and ICRM Liaison, and is Treasurer for the Board of the National Capital Chapter of AIIM. 

Mark Mandel, CRM, BPMm, ERMm, CDIA+

Records Management Solution Architect
OpenText Public Sector Solutions

Mr. Mandel is the Records Management Solution Architect for OpenText Public Sector Solutions (OTPSS). Mr. Mandel has 38 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.

Carol A. Brock, CRM

Certified Records Manager
Records Management Strategist
OpenText Public Sector
Former Director of Information Assets, GAO

Carol was a member of the core management team steering the U.S. Department of the Interior’s enterprise-wide content management system with auto-categorization serving 98,000 users in all 50 states from a FISMA-moderate cloud in full-compliance with federal regulations and guidance. 

She was the former Director of Information Assets for the U.S. Government Accountability Office. At GAO, she successfully spearheaded a NARA pilot project for simplified records scheduling and implemented an enterprise-wide electronic recordkeeping system for which she earned the National Archivist’s Achievement Award.

She has 20+ years of Federal RM experience as a contractor, consultant, and Federal employee. Carol is also a Research Fellow at the University of Texas at Austin working on a Ph.D. in Digital Preservation. 

Carol is a founding member of the U.S. Federal Information and Records Management (FIRM) Council and is an active member of ARMA and AIIM.  As a member of AIIM's C-30 Committee, she co-authored the EDM/ERM Integrated Functional Requirements.

Carol is a frequent speaker on the topics of electronic records and document management technologies.  In June 2010, Carol provided invited expert testimony, “Federal Electronic Records Management:  A Status Report” on behalf of ARMA, International before the Subcommittee on Information Policy, Census, and National Archives of the House Committee on Oversight and Government Reform.