Managing Government Records (RM) Training Workshop XVIII

This event qualifies for .7 CEUs

This Potomac Forum Training Workshop will help agencies comply and meet NARA records management requirements.


As Agencies work to meet upcoming deadlines for managing federal government records, NARA continues to focus on ways to help agencies implement electronic records management including  shared services, training, digitization, GSA partnerships, and how to manage emails and other records  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 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report  and Records Management Self-Assessment) will be discussed.


The Chief Records Officer for 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 Federal Agency Records Management 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 news events - 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
  • Update Your Knowledge of NARA Oversight Responsibilities and Agency Responsibilities
  • Update Your Knowledge of the  FERMI (Federal Records Management Initiative)
  • Learn about the new NARA Training Initiatives
  • and more....


Why You Should Attend:  
  • To gain a clear understanding of OMB M-12-18 and lessons learned from its implementation
  • To understand the lessons learned from the 2018 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:  
  • 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
  • Records Managers and staff.

Relevant Government Agencies

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, SSA, State Government, Office of Personnel Management, Federal Government, State & Local Government

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Tue, Oct 29, 2019, 7:30am - 5:00pm ET


Government Employee:  $795.00 (Until 10/04/2019)
Industry and Contractors:  $895.00 (Until 10/04/2019)

Willard InterContinental Hotel
1401 Pennsylvania Avenue N.W.
Washington, DC 20004
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Potomac Forum, Ltd

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