Keynotes and Special Presentations

Keynote: Information Governance Challenges in Today’s Era of Big Data and Colossal Breaches

Robert Smallwood
Author, and Executive Director, The Institute for Information Governance

Best-selling Business Technology author Robert Smallwood will headline our roster of industry guest speakers presenting his Keynote Address, "Information Governance Challenges in Today’s Era of Big Data and Colossal Breaches", based on concepts from his upcoming new book, Information Governance: Concepts, Strategies, and Best Practices.

Robert is a technologist, novelist, and playwright with an international reputation in the Content & Records Management industry, who is also the Executive Director of The Institute for Information Governance, The e-Records Institute, and The Louisiana Writers' Foundation. He has published over 100 articles in computer trade journals, with a specialty in the Content and Records Management industry, yet his first book was Five People You Meet in Hell, his story about surviving Hurricane Katrina. His other books include Managing Electronic Records, Information Governance, Taming the Email Tiger, and Safeguarding Critical e-Documents, as well as the novels Prisoners of Katrina and Jackson Squared.

Robert has appeared on NPR, C-SPAN, ABCNews.com, and BBC Radio, as well as in The Washington Post and Wall Street Journal, and has spoken at dozens of conferences around the world.

Robert will discuss a variety of engaging and critical topics in Process & Records Management including:

• Outlining a Clear Definition of Information Governance in the e-Age
• The New Era of Today’s Big Data Environment
• Learning Lessons from the Latest Fails in Information Governance, including IG scandals in the news at Target Stores, Sony Pictures, Lois Lerner and the IRS, and Hilary Clinton's Emailgate
• Satisfying the Presidential Mandate for Managing Records (and what it means to everyone, in and out of the Government)
• The New Complex Business-Political-Information Environment
• The Critical Need for Long-Term Partners who can Apply Expertise to Your Challenges

Welcome Address: Deep Diving with BPM & Searching for Records Management Treasure

Mitch Farbstein
Vice President Government Sales, Feith Systems, and Dean of Records Management University

Technology thought leader and concept champion Mitch Farbstein, Dean of Records Management University, will open the Conference with his Welcome Address, “Deep Diving with BPM & Searching for Records Management Treasure”.

Mitch has made the technology industry his home for 40 years, with a focus on ECM & architecting Enterprise Solutions for the last 30, where his strong technical background and knowledge of a diversity of platforms provide a foundation for architecting Enterprise Solutions. Mitch regularly presents at various national conferences, seminars, and webinars, and is a graduate of Bucknell University, where he was a Heisman Trophy candidate and is enshrined in their Athletic Hall-of-Fame.

Mitch's Welcome Address will focus on how to face the monumental and complex task of launching a new or upgraded Records Management implementation, especially for electronic records, the culture change that surrounds it, and the harsh reality and real challenges of getting all hands on board, as well as welcome you to the event and outline the day's activities and schedule and review the stations and booths in the Technology Workshop Lab.

Managing Processes Within Your Information Lifecycle Management Plan: Your Risks and Security Issues

Carol Keuch
Conference Chair & Executive Board Member, AIIM International National Capital Chapter

AIIM Washington DC National Capital Chapter Past President and Current Membership Chair Carol Keuch will discuss Business Process and Enterprise Content Management issues in her presentation, "Managing Processes Within Your Information Lifecycle Management Plan: Your Risks and Security Issues".

Carol, a 2015 inductee into AIIM Company of Fellows and recipient of the AIIM "Distinguished Service Award", has a long and active affiliation with AIIM and its National Capitol Chapter. She has represented the industry at numerous conferences including AIIM, ARMA, National Association of State CIO's, Association of Canadian Archivists, and Society of American Archivists, in the subject areas of ECRM integration and migrations of legacy systems and long-term preservation. She is a Subject Matter Expert in the implementation and integration of complex business systems and processes.

Carol will lead a discussion on how an organization’s information lifecycle management plan is under constant siege, as business drivers and government legislation are just some of the forces that can rally the cause to act. Whether your organization needs to perform a 'simple' upgrade or embrace new technology, there are key decisions and processes that are essential to executing successful plans and implementations. Learn why it is more than how quickly you act, but the how your organization will manage the process.

How To Evaluate ECM, BPM, and RM Solution Systems: Where To Start and What You Need To Know Before You Buy

David Vitter
Solutions Architect and Business Process Engineer, STS Program Manager, KLC Networks

David Vitter, a 2007 winner of the prestigious Microsoft Circle of Excellence award, presented directly by Steve Ballmer and Bill Gates, will discuss all of the tools you need and questions you should ask when evaluating a BPM or RM system in his presentation, "How To Evaluate ECM, BPM, and RM Solution Systems: Where To Start and What You Need To Know Before You Buy".

David has worked as a consultant for the Department of Defense Consolidated Clearance Facility for over nine years and was the lead architect that developed the DODCAF’s Case Adjudication Tracking System that revolutionized the way the DoD does security clearance adjudications. His deep familiarity with the Federal security clearance process and his ability to clearly understand customer requirements and pain points has made him an invaluable trusted advisor throughout the clearance community.

David will timeline a case study of system evaluation, and how to research, select, and deploy a brand new BPM & RMA solution and quickly integrate it with existing legacy systems. With a ton of options for Enterprise Content, Business Process, and Records Management suppliers, David will give you some direction as to what you should be looking for (and it's not necessarily always who you think), and what level of comprehensive solution is right for your organization... small, large, standard, full of options, or one that can transform as you need it to.

Managing Electronic Records: Challenges in Today’s Complex Business & Regulatory Environment

Robert Smallwood
Author, and Executive Director, The Institute for Information Governance

Robert Smallwood, author of a number of books including Information Governance: Concepts, Strategies, and Best Practices, Managing Electronic Records: Methods, Best Practices, and Technologies, Safeguarding Critical E-Documents: Implementing a Program for Securing Confidential Information Assets, Taming the Email Tiger: Email Management for Compliance, Governance & Litigation Readiness, The Five People You Meet in Hell: Surviving Katrina, Prisoners of Katrina: Stranded at Work in New Orleans Parish Prison, and Brando, Tennessee & Me, returns to the stage for an additional presentation, "Managing Electronic Records: Challenges in Today’s Complex Business & Regulatory Environment".

Robert knows that Electronic Records Management is changing and challenging. The Presidential Mandate regulations are driving federal change and with it RMA change. States are hiring CDO’s, PHI, PII, PCI privacy and security concerns are being addressed, and standards are evolving. Email is the most troublesome area as it requires archiving, and e-Discovery challenges and costs are ever increasing. Failures in ERM and ECM are on the rise due to lack of Executive Sponsor and objective business focus, lack of proper upfront planning and training, and reliance on technology rather than consultation, BPM, and change management. With this minefield of mistakes to be made, where do you start process improvement? We’ll discuss critical areas such as current state (data discovery and mapping); inventorying e-documents and records; taxonomy, classification, metadata strategy, and design; and much more.

The Information Lifecycle and What 5015.2 Certification Means To You

Tom Edwards, LTC USA (Ret.)
Chairman Emeritus, NVCC Information Technology Advisory Committee

Tom Edwards, a highly-regarded 5015.2 Records Management authority who has spoken at a myriad of conferences, events, and webinars - including FOSE, ARMA, and EA - will discuss Information Lifecycle Governance in his presentation, "The Information Lifecycle and What 5015.2 Certification Means To You".

Tom, who manages Records Management solutions development as Feith DC Regional Manager, has served in and around the government for four decades. His resume includes having managing records in the US Army, for the Navy-Marine Corps Relief Society, and as Vice President and Chief Information Officer for the Navy Mutual Aid Association he oversaw the digitization and categorization of over 4 million records. He currently serves on, and is Chairman Emeritus of, the Northern Virginia Community College Information Technology Advisory Committee. Tom holds a BS from Virginia Military Institute and an MBA from James Madison University.

Join Tom to discuss why when a Records Management solution is DoD 5015.2 certified, that means you can trust the security of the RMA application thoroughly. But what critical security are you missing if the solution you're reviewing - or even using - isn't certified... and why is that important to you even if you're not in Government? We’ll take a walk through the entire Information Lifecycle and take a look at the keyholders and gatekeepers along the way from ingestion to ascension.

Robust Records Management Takes More Than SharePoint

Maura Dunn
Author, "Optimize Your Records Program", and President, TrailBlazer Consulting

Maura Dunn, a Certified Records Manager who holds a Masters in Library Science and has more than 25 years’ experience consulting to the public and private sectors, has been leading leading a full-scale SharePoint implementation project for the past year and a half, and will bring that process-centric approach in BPM and Records Management to her presentation, "Robust Records Management Takes More Than SharePoint".

Maura founded TrailBlazer Consulting, a small, woman-owned consulting firm focused on Records & Information Management, in 2013, building on more than 25 years’ experience in RIM consulting worldwide. Her experience spans the full lifecycle of RM program implementations including assessment, strategy, policy development, technology implementations, training, and operations with particular expertise in RM related to safety, asset management, and efficiency in the energy and utility industry, as well as in finance, healthcare, media, and defense, and civil, and intelligence sectors of the Federal Government

Maura will lead a discussion on SharePoint integration, because, well, everyone has SharePoint. It is easy to use and people love it – at first. The very flexibility that makes SharePoint so user friendly also makes it easy to quickly create a big, electronic mess. How often do you try to find something in SharePoint and end up frustrated? You may not find what you’re looking for, you might find an old version or you might find three versions of the same document – but how do you know which is the right one? You waste time searching and probably have to spend more time recreating your valuable intellectual capital. In the worst case scenario, you depend on out-of-date or wrong information found in your search and make a costly error. So how do you harness the power, flexibility and the ability to quickly and easily stand up a collaboration site while protecting your records? A combination of process-centric records management, business process management and targeted add-on tools sets the stage for effective, flexible records management within SharePoint.

Real-World Solution Presentations

Between an BPM Rock and an RMA Hard Place: New Methodology vs New Technology

Mitch Farbstein & Matt Rost, Director of Solutions

Why implementing new industry or flavor-of-the-day methodologies (like Capstone) shouldn't be relied upon to solve outstanding process management issues without also 'supercharging' them with new BPM & RMA technologies, and how to better implement process change ideas and prepare your office for a new process change environment.

Making the Case for Case Management: Case Managing Records Management Solutions Like FOIA & e-Discovery

Tom Cashman, Director of Sales Engineering

Unlike Document Management, Case Management has no set rules or structure. While having a good RMA platform helps, Case Management is all about a human’s decision to move towards a common goal. See how to set up processes to handle routine tasks, email notifications, and status updates for the duration of a case, and how satisfying FOIA requests and preparing for e-Discovery can be handled by Case Management.

7 Secrets To Super-Charging SharePoint: How To Solve Its Challenges

Mitch Farbstein, Dean of Records Management University

As an entry point for users, SharePoint provides a common portal for the most frequently-used Microsoft programs, such as Word and Excel... but what can integrating SharePoint with an extended Rapid Development, Integrated BPM, and Records Management platform can do to supercharge your SharePoint environment? We’ll also discuss what DoD 5015.2 certification for SharePoint integration means to you.

Interactive Q&A Panel Town Hall

Mitch Farbstein, Robert Smallwood, Carol Keuch, David Vitter, and Maura Dunn. Moderated by Tom Cashman.

The panel of all our industry experts and thought leaders from the day will sit before the audience and take questions from the crowd about Business Process and Records Management issues and challenges.

Technology Lab Pop-Up Workshop Auditorium

In the interactive BPM & Records Management Technology Lab Workshop, a field of booths - each manned by a particular technology expert - will be where we’ll showcase new technologies related to current issues and real-world needs through solutions demonstration, as well as where we'll lead discussions on each of the topics.

These booths will be manned all day, and attendees are free to come and go booth-by-booth as they please between speaker presentations, during breaks and meals, or before and after the event. Workshop topics will include:

• Business Process Management & Workflow
• Email Records Management
• e-Content Records Management
• Email Auto-Categorization
• SuperCharging SharePoint with 5015.2 Integration
• Easing e-Discovery
• Case Management (including FOIA and Privacy Act)
• The Future of Solutions for ECM, BPM, RMA, and IG

Our speakers from the Speakers Theater will also be available in the Auditorium before and after their presentations to answer your questions, speak with you one-on-one, discuss their consutatory firms and represent trade organizations, exchange ideas and autograph books.