Legal holds seek to prevent spoliation of evidence which can have a negative impact on the defense of a company that is or may become involved in litigation. An effective legal hold strategy must begin with a competent records management program, a compliant retention scheduling process, and consistent communication between legal, IT, and the corporate records manager. You will learn the practical implementation of key processes to facilitate a compliant legal hold process, as well as an appropriate e-discovery strategy.

Craig Kelso, Director of Records Management Missouri Office of the Secretary of State Is your organization thinking about streamlining its processes? Moving away from "how its always been done" in your office? Have you been tasked with migrating your records tracking system to a new application? Do thoughts of doing things a new way leave you apprehensive about how the changes will affect your workflow or interactions with your customers? You are not alone. Learn how one organization survived the largest shift in processes, procedures, and changes to customer services in its 44 year history.

SharePoint has done what no other enterprise content management product has ever done, experiencing unprecedented growth through broad user adoption and unbridled support from IT and executive management. In this session Russ will share what he has found to be the most successful key planning considerations (the roadmaps) and as well as complications that have been encountered along the way (the potholes) in the implementation of SharePoint.

Organizations at all levels are a repository of personal information. That information, whether stored electronically or physically, is the target of identity thieves. Indentity theft, one of the fastest growing crimes in the United States, can have dire effects on the victim and the organization whose security was breached. This seminar assists personnel at all levels to effectively protect the future of the organization by providing proven and reliable techniques for information security.

Objectives: 1) Learn how to partner with Information Technology/ Information Systems. 2) Identify key opportunities for significant cost reductions. 3) Understand how to integrate records management principles in the e-Records environment.

This session promises to be a great session on building your career in Records and Information Management. As the current President of ARMA International, John knows what it takes to move up the ladder in both the RM world and corporate culture.

Case study on the implementation of the business process retention scheduling at Ameritas and the lessons that were learned. Kathy has over 16 years of experience in the field of records and information management and is a Certified Records Manager. It promises to be an interesting and informative session. We hope to see you there.

Spring Seminar! Implementing the Big Bucket Theory featuring Cheeryl Smith, CRM and Carol Brock, CRM. Electronic Records Management featuring Jesse Wilkins

Join us as our own Bill Lang presents a case study of the LES implementation of their accounts payable imaging project using SharePoint. The presentation will include a demonstration of the process along with lessons learned. You will not want to miss this very timely session.

You might not expect poor records policy to help bring down a presidency, but that’s just what happened with the Watergate scandal. Obstruction of justice as revealed in secret unscheduled tape recordings led to the resignation of President Richard Nixon. Deficient records policy also hampered the FBI’s major counterterrorism investigations of the last dozen years and hindered the USSR in making the transition to a democratic society. In this session, a records manager who crafted the remedial actions in these crisis situations describes lessons learned from her Washington and Moscow assignments.