2017 Annual Spring Seminar

    April 20, 2017
    7:30 AM MDT - 12:15 PM MDT
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    Salt River Project
    1521 N Project Drive (Mohave Conference Room)
    Tempe, AZ 85281
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    THE 2017 ANNUAL SPRING SEMINAR
    AGENTS OF CHANGE

    HOT BREAKFAST WILL BE SERVED!!
    Please RSVP ahead of time to be placed on the list to get into the building.

    Visit the Annual Spring Seminar webpage for all of the details!

    Seminar Schedule

    7:30am to 8:30am Check-In, Breakfast, Networking, and Visiting Sponsor Tables
    8:30am to 8:35am Welcome from Your Chapter President, Ruben Vargas
    8:35am to 8:40am A Few Words from Iron Mountain
    8:40am to 9:40am Case Study: Building a Modern Records Retention Schedule,
    John Isaza & David M. Fleming
    9:40am to 9:50am Break #1
    9:50am to 9:55am A Few Words from Ricoh
    9:55am to 10:50am RIM Program Audits: Value and Approaches, Mark MacFarlane
    10:50am to 11:00am Break #2
    11:00am to 11:50am Breakout Sessions (TBA)
    11:50am to 12:15pm Wrap Up, Thank You, and Raffle - VISIT THE VENDORS!!

     

    Keynote Speakers

    CO-PRESENTERS JOHN ISAZA, ESQ., FAI & DAVID M. FLEMING, CRM, IGP, CIP

    JOHN ISAZA, CEO, INFORMATION GOVERNANCE SOLUTIONS (IGS)

    John Isaza is a California-based attorney, CEO of Information Governance Solutions featuring VirgoTM, a cloud-based software for records management and global research, and partner at Rimon, where he chairs the records management and information governance practice. Mr. Isaza is one of the world's foremost experts in the field. He has developed information governance and records retention programs for some of the most highly regulated Global 1000 companies. He is co-author of 7 Steps for Legal Holds of ESI & Other Documents, a contributing author to the ABA's Internet Law for the Business Lawyer, 2nd Edition, as well as A Handbook on Global Social Media for Business Lawyers. He currently co-Chairs the American Bar's Social Media Subcommittee, as well as the Fellows of ARMA International.


    DAVID M. FLEMING, VICE PRESIDENT AND CORPORATE RECORDS PROGRAM MANAGER, ZIONS BANCORPORATION

    David M. FlemingDavid Fleming is Vice President and Corporate Records Program Manager for Zions Bancorporation and has over 30 years of banking experience in operations management, project management and records and information management. In the role of Corporate Records Program Manager, David works closely with executive and business unit management, Legal, and IT to develop information management and legal discovery strategy and processes for the corporation.

    David currently serves as ARMA Pacific Region Director, is an active member of the ARMA Utah-Salt Lake Chapter and a member AIIM. He is active in the leadership of the American Bankers Association (ABA) Records Management Working Group and serves as Chair of the Utah State Records Committee. David is a Certified Records Manager (CRM), a Certified Information Governance Professional (IGP) and a Certified Information Professional (CIP).

    PRESENTATION SUMMARY

    CASE STUDY: BUILDING A MODERN RECORDS RETENTION SCHEDULE (1.0 HOURS)

    This case study presents a records manager's decade-long odyssey from an inherited records retention schedule with 3500 line items to a "big bucket" schedule with under 60 retention categories in the banking industry. The session will explore a real-life experience in a "continuous improvement' approach to developing, maintaining and enforcing a corporate records retention schedule offering practical best-practices, tips and lessons learned along the way.

    Key take-aways from this session include:

    1. Current best practices for building a retention schedule.
    2. Tips on consolidation from thousands of records series to under 150 or less.
    3. The role of the research and mapping of it to the record series of the new "big buckets."

    MARK MACFARLANE, IGP, MBA

    ENTERPRISE INFORMATION GOVERNANCE AND RECORDS MANAGER, CAMBIA HEALTH SOLUTIONS

    Mark is the Enterprise Information Governance and Records Manager for Cambria Health Solutions (Regence, Blue Cross Blue Shielf, of Oregon, Washington, Idaho, and Utah). With a background in Higher Education spanning over 20 years. Mark's experience has focused on Information and Records Managment, Program Development and Compliance, and Mediation.

    Mark is a former Board member of the ARMA Arizona Chapter and maintains memberships in Utah and Arizona. Mark holds a Bachelor of Science Degree in Business Management and Marketing, and Master of Business Administration from University of Phoenix. Mark is also a Certified Information Governance Professional (IGP). Mark is an active member of the Blue Cross Blue Shielf Association, a nationwide network of Blue plan Records and Information Management Managers and Directors.

    PRESENTATION SUMMARY

    RIM PROGRAM AUDITS: VALUE AND APPROACHES (1.0 HOURS)

    This session will explain the purpose and value of audits in developing and strengthening an organization’s RIM program.  Participants will learn about different approaches to RIM program audits and hear from an experienced RIM professional about his real world audit experiences.  The Facilitator will share how he not only survived the audit, but also leveraged the experience to promote program awareness, gain access to resources and facilitate greater compliance with RIM policy.  The session will have many opportunities for member interaction as well as provide participants to walk away with tips they can use to promote program success within their own diverse organizations.

    Breakout Session Topics

    Certification Review on Obtaining Your IGP, CRM and/or CRA

    Engaging Your Audience

    The Internet of Things

    RIM 101

    PRIZES TO BE GIVEN AWAY AND MORE! DON'T MISS OUT!

                            

     

     

    THANK YOU TO OUR SPONSORS!

     

               

     

     


     

     NOTE: Photos taken at this event may be publicized to promote the Chapter.

     

    Tickets

    $55.00 Chapter Member

    $75.00 Non-Chapter Member

    $35.00 Students with Student ID and/or Proof