Information Management & Governance

20170419 Navigating Through the Digital Turbulance

April 19, 2017 – SPRING SEMINAR

Navigating Through the Digital Turbulence

– Featuring John Isaza, Esq.

John Isaza, Esq is a California-based attorney, CEO of Information Governance Solutions featuring Virgo™, 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.

Program Description

The Digital Haystack: Companies must meet the legal challenges that accompany the “Digital Haystack,” including countless technological innovations, collaborative tools such as blogs and wikis, and of course instant messaging and email. The law requires companies to find the “needles” or records that should be preserved for operational, historical and legal needs, plus the broader evidence that must be held for discovery within this Digital Haystack.

The first part of this course will discuss the factors that pose challenges: 1) the legal issues created by collaborative tools and “distributed data” (i.e., a specific result of the Digital Haystack as opposed to unstructured data); and, 2) the rising costs in the current legal environment. The course will next address the overall legal impact the above factors have on businesses.  Finally, the course will propose legally defensible records management policies and procedures, including legal hold policies and procedures to address the Digital Haystack problem.

Clouds and Web 2.0: This session is based on a chapter that Mr. Isaza contributed to a book published by the American Bar Association, entitled Internet Law, 2nd Edition. The session addresses how companies must meet the legal challenges that accompany cloud-based computing. The first part of this course will discuss the factors that pose challenges, such as the legal issues created by cloud computing.  The course will next address the overall legal impact cloud computing has on businesses.  Finally, the course will present the challenges social media presents in implementing legally defensible records management policies and procedures to address records and data stored in the cloud.

Social Media and Its Effects on Information Governance: Management of social media is a critical component of a comprehensive records and information governance program. Social Media creates a legal minefield for professionals preparing for e-discovery and for records managers trying to meet compliance requirements. In this session, participants will: 1) Know legal requirements impacting social media management; 2) Take away examples of the types of social media records and documents that are discoverable; 3) Assess electronic evidence obstacles and social media challenges to prepare and protect your organization in e-discovery and recordkeeping compliance.

Mock Deposition: This brief demonstration of a deposition will illustrate for the audience the types of questions that may be asked during a deposition, as it pertains to management of policy, legal holds, and records retention implementation. The audience will be treated to the nuances and possible “gotchas” that astute lawyers could have in store for even the most “prepared” records and information governance professional.

Keynote: Did you know that the top 10 known vulnerabilities accounted for 85% of successful security exploits according to the Verizon 2016 Data Breach Investigations Report? Basic defenses continue to be sorely lacking in many organizations. While some businesses may have the expertise in-house to implement an appropriate data security plan, others may find it helpful to hire a contractor. Regardless of the size, or nature, of the business, the principles covered in this presentation will go a long way toward helping businesses keep their data secure.

– Presented by Ryan Sothan

Ryan Sothan is the Outreach Coordinator within the Nebraska Attorney General’s Office. He has statewide responsibility for developing and implementing community-based initiatives for educating Nebraskans in the areas of consumer fraud, elder financial abuse, predatory and illegal business practices, and Internet safety. Special emphasis is placed on raising consumer awareness to the perils of Identity Theft, the leading consumer complaint, and arming Nebraskans of all ages with the knowledge and tools to detect, deter and defend against it. This includes routinely monitoring one’s credit, timely reporting whenever personal information is lost or stolen, and safeguarding against future financial losses by placing a Fraud Alert and/or Credit Freeze on your credit file. Ryan has served as a member of the Attorney General’s Office staff over the past two administrations. Prior to this time, he spent 20+ years in the private sector. He also holds a Bachelor of Science in Business Administration from the University of Nebraska.


7:30 a.m. – 8:30 a.m. Registration and Breakfast
8:30 a.m. – 8:45 a.m. Announcements and Introductions
8:45 a.m. – 10:15 a.m. Session  1 (John Isaza): The Digital Haystack: Technological Challenges Affecting RIM (1.5 hours)
10:15 a.m. – 10:30 a.m. Break
10:30 a.m. – 11:30 a.m. Session 2 (John Isaza): Clouds and Web 2.0: Legal Pitfalls for the Unsuspecting (1 hour)
11:30 a.m. – 12:15 p.m. Lunch
12:15 p.m. – 1:15 p.m. Keynote Speaker (Ryan Sothan) Break
1:15 p.m. – 1:30 p.m. Break
1:30 p.m. – 2:30 p.m. Session 3 (John Isaza) : Social Media and Its Effect 0n Information Governance (1 hour)
2:30 p.m. – 2:45 p.m. Break
2:45 p.m. – 3:45 p.m. Session 4 (John Isaza): Mock Deposition (1 hour)
3:45 p.m. – 4:00 p.m. Closing and Grand Prize Drawing


*EARLY BIRD PRICING* on or before March 20, 2017

$150 for Member/Student
$170 for Non-Member

AFTER MARCH 20, 2017

$175 for Member/Student
$195 for Non-Member


Scott Center
6450 Pine St
Omaha, NE 68106

ARMA Nebraska

ARMA International is a not-for-profit professional association and the authority on governing information as a strategic asset.

The Nebraska chapter is part of the Midwest Rocky Mountain Region of ARMA International. The chapter has nearly 100 members and holds monthly education sessions from September to June, including an all-day seminar in April.

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