Managing Government Records Training Workshop XV

Overview:

Statement by the Archivist of the United States in the Federal Agency Records Management 2016 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report and Records Management Self-Assessment):

“Overall, the great majority of Federal agencies reported they have met, or will meet, the major goals and actions outlined in the Directive. They are working towards successfully managing email electronically and are following recordkeeping requirements prescribed by Federal statutes and regulations. These are critical milestones to improving records management throughout the Federal Government. However, there is still work to be done. The SAORMs in each agency must continue to lead and drive the change that needs to happen if we are to realize the Directive’s complete vision of a fully digital and open Government.” --DAVID S. FERRIERO Archivist of the United States

This Potomac Forum Training Workshop will help agencies to comply and meet the NARA requirements.

NARA is focusing on Agencies working on the next deadlines for federal government electrocic records, email in the cloud, improved methods for contracting for records management services partnering with GSA and other government-wide initiatives. Agencies continue to focus on email retention and management in accordance with regulations and policy and e-discovery. It is important to understand how the NARA/OMB regulations and deadlines will impact your agency. This one-day Potomac Forum Workshop will focus on the activities mandated by the NARA/OMB Records Management Directive and related management issues and initiatives. Key executives from NARA and government agencies will discuss the current state of government records management and compliance with policy, regulations and best practices.

Lessons learned from the recent Federal Agency Records Management 2016 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report and Records Management Self-Assessment) will be discussed.

The Chief Records Office of the U.S. Government will present the Workshop Keynote and a special follow-on panel with the NARA Executive Leaders will discuss current and proposed government-wide records management initiatives.

What You Will Learn:

Lessons learned from the October 2, 2017 Federal Agency Records Management 2016 Annual Report
What needs to be done to comply with the deadlines imposed by OMB M-12-18
How the role of technology will evolve in the achievement of OMB M-12-18’s goals including Cloud Computing
What the components of a sustainable Records Management program will be in this new environment
How the Senior Agency Officials can and are making a difference in improving the management of government records – Lessons Learned from the SAO reporting
NARA Requirements for managing email – lessons learned from IRS news event - Complying with the Law - the Federal Records Act and what it means for email and other records losses
Specific agency actions to be completed in response to the Directive by 2019
and more....

Why You Should Attend:

To gain a clear understanding of OMB M-12-18
To understand the lessons learned from the Oct 2016 Federal Agency Records Management Report
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:

Records Managers and staff.
CIOs and the Staff including technical staff involved with Records Management
Senior Agency Officials (SAOs) for Records Management and those who report to or support the SRO
IGs and Staff
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

Keynote Speakers:

Laurence Brewer

Chief Records Officer for the U.S. Government

NARA

Guest Speakers:

Don Rosen

Director of Records Management Oversight and Reporting (NARA ACO)

National Archives and Records Administration (NARA)

Arian Ravanbakhsh

Supervisory Records Management Policy Analyst

Office of the Chief Records Officer (OCRO)

National Archives and Records Administration (NARA)

Courtney Anderson

Electronic Records Policy Analyst

Office of the Chief Records Officer (OCRO)

National Archives and Records Administration (NARA)

Mark Patrick

Chief, Information Management Division, The Joint Staff Secretariat

Department of Defense (DOD)

INVITED: Tim Kootz

Records Management Division Chief

Office of Information Programs and Services, Bureau of Administration

Department of State

Walter Bohorfoush

Director, Records Management Office

Chief Records Officer

Office of the Secretary of Transportation

Department of Transportation (DOT)

Mark Mandel, CRM, CIP

ECM/RM Solution Architect

OpenText Public Sector Solutions

Additional government speakers awaiting agency approval.

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, National Guard Association, EEOC, Federal Government, State & Local Government, FDA