Thursday, March 11, 2010

The Nebraska Chapter of ARMA is focused on providing quality education to its membership. This is accomplished though monthly educational events and an annual full day Spring Seminar.  The Chapter program year begins in September and runs through June.  Meetings are generally scheduled for the third Wednesday of each month unless otherwise noted.

The registration fee for each program is $15.00 for members/students and $25.00 for non-members unless otherwise noted in the program details.

Please do not let special needs deter you from attending an ARMA Nebraska meeting. We can accommodate your special needs. Contact Cori Brock, Program Director for arrangements.

If you have any questions regarding programs, please feel free to contact Cori Brock, Program Director via e-mail (cbrock@sarpy.com) or by phone at (402) 593-1578.

UPCOMING MEETINGS
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March 17, 2010

RIM Success: Managing, Implementing and Measuring Rick Shaw Awareity It only takes one individual’s bad decision to cause an expensive and embarrassing incident. This session will cover how case studies, lessons learned and regulations should be implemented to help people make better decisions and help your organization achieve better results with reputation management, compliance efforts, legal due diligence and your bottom line. Rick Shaw is the founder of Awareity. Awareity is a privately held organization with a unique focus on lessons learned in several critical areas of business – compliance, information assurance, public safety, emergency management and enterprise risk management. Awareity’s experts study and research many different types of incidents, regulations, attacks, headlines, failures and successes to reveal costly gaps and dangerous trends. Awareity delivers next generation knowledge management solutions, valuable case studies and revolutionary tools for organizational leaders struggling to address escalating challenges and mounting obligations. Mr. Shaw has over 27 years of experience managing people and risk. His experiences include many different roles: network architect, communications specialist, disaster recover/business continuity manager, vulnerability assessment specialist, compliance manager, customer support and sales. LOCATION/SCHEDULE Champions Club 707 Stadium Dr Lincoln, NE Parking is located just South of the Champions Club in the Stadium Parking Garage. You will be given a pass at the luncheon to cover the cost of parking. 11:00 - Networking 11:30 - Lunch 12:00 - Presentation RESERVATIONS Please make reservations to Cori Brock, Program Director via e-mail cbrock@sarpy.com or phone (402) 593-1578. All reservations must be received by 3/12/2010 at 2:00 pm. REGISTRATION FEE Member or Student: $15 Non-Member: $25 Late Registration or Walk-In add $5.00 CANCELLATION POLICY Cancellations must be received by the reservation deadline above or you will be charged for the meeting.

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April 14, 2010

Spring Seminar 2010 - E-Discovery and Beyond: Planning, Policy, and Process Keynote Speaker Philip Droege White House Office of Records Management Speaker Brian Foster Access Sciences Case law routinely describes situations of “discovery gone wrong”, subjecting organizations to summary judgments, sanctions, adverse inference instructions, or fines. There are also many instances of defendants paying millions of dollars to conduct discovery to ensure no stone is left unturned when collecting potentially relevant information. This seminar provides IT, records management and litigation professionals with practical tools to improve their response to a discovery event in a compliant and cost-effective manner. Brian is the Director of Legal Business Consulting for Access Sciences Corporation. Brian has over 25 years experience in litigation support, project management, application delivery, and infrastructure management. He has proven expertise in designing and delivering litigation support projects to minimize client risk and cost. Brian managed the discovery processes for several multi-million dollar cases and several Department of Justice investigations. He has planned and participated in FRCP Rule 26(f) conferences and represented organizations as a FRCP Rule 30(b)(6) witness. LOCATION/SCHEDULE Holiday Inn Convention Center 3321 South 72nd Street Omaha, NE 7:30 a.m. - 4:00 p.m. RESERVATIONS To register and pay with a credit card, use the online registration (PayPal) or send registration and payment by US Mail. All reservations must be accompanied by payment in full. REGISTRATION FEE Member or Student: $135.00 before 03/26/10 Non-Member: $155.00 before 03/26/10 Late Registration (after 03/25/10): Member or Student: $165.00, Non-Member: $185.00 CANCELLATION POLICY No refunds on cancellations received after March 19, 2010.

May 12, 2010

Document Management & Litigation Risk in the Age of E-Discovery: Cautionary Tales & the Road Ahead M. James Daley, Partner Daley & Fey, LLP Jim Daley will highlight recent legal developments impacting records management, including case law interpreting the Federal E-Discovery Rule Amendments, and emerging best practices, drawing upon his editorial role with The Sedona Conference® on Electronic Document Retention and Production.  These will include: Records Management lessons learned since the Federal E-Discovery Amendments became effective on December 1, 2006 Current and emerging standards and expectations for search and retrieval of information for litigation purposes The concept of a global “collection” repository as an adjunct to an enterprise document/records management system Does the “big bucket” model for classification of records pass legal muster? What legal challenges flow from new media and technology such as Facebook, MySpace, Twitter, Corporate Wikipedias, Blogs, etc. For over 25 years, M. James “Jim” Daley has helped Fortune 500 clients reduce the legal risk and cost of complex litigation. Today, Jim’s combines his complex litigation experience with a Masters Degree in Information Services Management to help clients develop practical, innovative and defensible solutions to e-discovery and e-records compliance challenges. Jim is a frequent author and speaker on e-discovery and e-records compliance issues. Additionally, Jim assists several clients with developing legal and technical requirements for legal hold and electronic records management systems. This includes using his helping clients identify and evaluate the “business case” for such solutions, including specific return on investment and reduction of “all-in” cost opportunities. LOCATION/SCHEDULE College of Saint Mary 7000 Mercy Road Omaha, NE 11:00 - Networking 11:30 - Lunch 12:00 - Presentation RESERVATIONS Please make reservations to Cori Brock, Program Director via e-mail cbrock@sarpy.com or phone (402) 593-1578. All reservations must be received by 5/7/2010 at 2:00 pm. REGISTRATION FEE Member or Student: $15 Non-Member: $25 Late Registration or Walk-In add $5.00 CANCELLATION POLICY Cancellations must be received by the reservation deadline above or you will be charged for the meeting.

June 16, 2010

Applying RIM Core Competencies in Your Organization Dana C Moore Foley & Lardner LLP The need for professional records management personnel is greater than ever; the skill set required in today’s environment has grown substantially. It is vital you provide well rounded educational opportunities within your organizations to develop records staff that have a subject matter expertise in records management, in addition to technology, project management, financial management, and interpersonal skills. Applying the RIM core competencies in your organization will inspire and encourage your records team to learn and further develop their skills. The benefits to your organization are great and will result in the next generation of records management professionals. Dana Moore is the National Records Manager for Foley & Lardner LLP. She is responsible for the firm’s national records management systems and related policy and procedure development, documentation, implementation, software training and vendor negotiations. She has particular expertise in records management systems conversions. Since joining the firm in 2004, she has developed a national records management team, including oversight of 74 staff members; developed an administrative records retention program, electronic records management procedures, and implemented a records compliance policy that includes document hold procedures. She is a member of the Association of Records Managers and Administrators. LOCATION/SCHEDULE Eugene T. Mahoney State Park Main Lodge, Nebraska Room 28500 West Park Highway Ashland, Nebraska 68003 11:00 - Networking 11:30 - Lunch 12:00 - Presentation RESERVATIONS Please make reservations to Cori Brock, Program Director via e-mail cbrock@sarpy.com or phone (402) 593-1578. All reservations must be received by 6/11/2010 at 2:00 pm. REGISTRATION FEE Member or Student: $15 Non-Member: $25 Late Registration or Walk-In add $5.00 CANCELLATION POLICY Cancellations must be received by the reservation deadline above or you will be charged for the meeting.

PAST MEETINGS (View Photo Galleries)

February 17, 2010

From the Boardroom to the Courtroom: Developing a Legal Hold Strategy Robert Milburn Esq., Director of Discovery Solutions, Oce Business Services 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. Upon completion of this session, attendees will be able to: Identify components that lead to a compliant legal hold and e-discovery program Construct a corporate records retention scheduling process and policy that will hold up under legal scrutiny Identify the key stakeholders in the legal hold program what should be their roles and responsibilities Identify the benefits of an integrated technology solution for all phases of the EDRM model Explain recent judicial decisions related to e-discovery and how they impact the current corporate technology environment LOCATION/SCHEDULE Scott Conference Center 6450 Pine Street Omaha, NE 11:00 - Networking 11:30 - Lunch 12:00 - Presentation

January 20, 2010

From Concept to Reality - Records Management the SMART Way 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. The presentation will focus on the internal and external factors that affected the development of a multi-year project that became the State of Missouri Agency Records Tracking (SMART) System. SMART was deployed in July 2008. It is a web-based system that provides state agency customers with on-line access to their records retention schedules and information about their physical records stored in the State Records Center. The system replaced paper transmittals for tracking boxes and an in-house Access database for retention schedules which only Records Management staff could use. Topics will include: • Defining the scope of the project • Selling change to management and stakeholders • Writing the RFP • Customizing the system • Planning the transition to maximize end user acceptance • Lessons learned Craig Kelso, CRM, CA, is the Director of the Records Management Division of the Missouri Office of the Secretary of State. Prior to becoming director two years ago, he was an Electronic Records Archivist within the Division for seven years. The Division works with all state agencies offering consulting services on records management issues, off-site storage of physical records, and imaging/microfilm services. Craig has been a member of ARMA since 2000. He has served in numerous officer positions with the Central Missouri Chapter of ARMA. He was a region coordinator for the Midwest/Rocky Mountain Region from 2004-2008. He has spoken on various records management topics at state and regional conferences of several organizations and ARMA chapter meetings throughout the Midwest/Rocky Mountain Region. LOCATION/SCHEDULE Anthony's Restaurant 7220 F Street Omaha, NE 11:00 - Networking 11:30 - Lunch 12:00 - Presentation

December 16, 2009

Email Management Strategies: Real World Case Studies NOTE: Rescheduled to 12/16 due to weather Scott Swanson, CRM, Corporate Records Specialist BlueCross/BlueShield of Nebraska Dennis Burling, Information Technology Manager State of Nebraska Department of Environmental Quality Cheri Adams, Records Manager and Ed Churchill, Director of Information Technology Teledyne Isco Teena Jones, Business Technology Lead Nebraska Public Power District This training session focuses on how three (3) different companies and a state agency are managing email. Each company/agency has its own unique system of accomplishing email management. Whether you are looking for in-house management, a software solution, or something in between, the information can be found at this session. Representatives from each company/agency will briefly describe their email management system and then the floor will be opened for questions. The charity auction will follow.   LOCATION/SCHEDULE Eugene T. Mahoney State Park Main Lodge Nebraska Room 28500 West Park Highway Ashland, Nebraska 68003 11:00 - Networking 11:30 - Lunch 12:00 - Presentation

November 18, 2009

SharePoint & Records Management including Planning Roadmaps and Avoiding Potholes Russ Edelman Corridor Consulting IT DAY ARMA Members: Invite your non-member IT person - their lunch is FREE! REMEMBER to email or call Cori Brock, Program Director with your guest information (include guest name, business, address, email & phone number information. 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. Russ Edelman is the founder, President & CEO of Corridor Consulting, a systems integration and consulting firm focused specifically on Microsoft SharePoint 2007 and the Enterprise Content Management (ECM) industry. Russ is very active as an industry analyst where he observes and helps to define key industry trends. He contributes to periodicals including InformationWeek, CIO Magazine, AIIM D-DOC and KMWorld. He is a featured speaker at industry conferences and sits on a number of emerging technology committees in the ECM industry. Russ is also co-author of the book titled “Nice Guys Can Get The Corner Office” by The Penguin Group. It has received international praise and he is regularly featured on TV, radio, magazine and podcast interviews. Russ C. Edelman Founder & CEO, Corridor Consulting, Inc. Founder, Nice Guy Strategies, LLC LOCATION/SCHEDULE Eugene T. Mahoney State Park Main Lodge, Nebraska Room 28500 West Park Highway Ashland, Nebraska 68003

October 26, 2009

Stopping Identity Theft Before it Stops Your Organization Jeff Lanza Former FBI Agent BOSS'S DAY ARMA Members: Invite your non-member boss - their lunch is FREE! REMEMBER to email or call Cori Brock, Program Director with your guest information (include guest name, business, address, email & phone number information. 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. Jeff Lanza was an FBI Agent and a spokesman until his retirement from active duty in March, 2008. During his tenure at the FBI, he investigated matters involving public corruption, fraud, money laundering, computer crime and organized crime. He served as head of internal security of the Kansas City FBI and served on the FBI's National Recruitment Team. He now travels across the country providing hightly rated keynote presentations and seminars about risk management at the personal and corporate level. His presentations, based on his FBI career as an investigator and spokesman, are designed to be informative and entertaining.  LOCATION/SCHEDULE Scott Conference Center 6420 Pine Street Omaha, NE 11:00 - Networking 11:30 - Lunch 12:00 - Presentation

September 16, 2009

HALF DAY WORKSHOP - You Can't Spell "Records" or "Management" Without the Letter "E" Patrick Cunningham, CRM Director, Information Management, Collection & Preservation, Motorola, Inc. Session 1: 12:00 -1:00 Building the Business Case for e-Records Management In this economic climate, how can we make a compelling business case for an investment in e-Records? This session will outline areas of significant cost savings that can be quickly realized. Where the return is less obvious or results are more challenging, the presenter will outline approaches to getting buy-in from management. Also key to a successful business case are strategies for successful implementations, which further support the proposal. 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. Session 2: 1:15 – 2:15 The Perfect Storm: Messaging and the Records Manager This presentation will present considerations for records and information managers who need to develop strategies for managing email and instant messages. This presentation will outline an approach for managing email as well as discuss considerations for managing instant messages. The presentation will also touch upon voice messaging and messaging associated with mobile devices. Session 3: 2:30 – 3:30 "The Cloud" and Web 2.0: Issues and Risks for Consideration Organizations are moving to the cloud, some faster than others. However, moving to the cloud presents the enterprise with a number of risks to assess. Depending upon an organization’s risk appetite, these risks may be significant. At the core of these risks is the inability of many cloud/Web 2.0 vendors to meet regulatory and legal requirements that are commonly encountered by many enterprise customers. This session will define “The Cloud” and “Web 2.0” and highlight some of the risk considerations that come into play in these computing environments. Session based upon, “A Walk in the Clouds,” Information Management, January / February, 2009, pp. 22-30. PATRICK J. CUNNINGHAM, CRM is Director, Information Management, Collection & Preservation with Motorola, Inc. in Schaumburg, IL. Pat has been an active member of ARMA International since 1987. He has served ARMA as International Treasurer and as a member of the Board of Directors. He has also been a leader of the Chicago Chapter of ARMA International and was a charter member of the Des Plaines River Valley Chapter of ARMA International. His professional leadership activities have included service as a member of the Board of Trustees of the ARMA International Educational Foundation. He has also participated on various ARMA International committees and task forces. Pat is a frequent speaker on topics in Information and Records Management. His more than 100 presentations over the past 15 years have covered a variety of topics on the Internet, Records Management, and technology. He has spoken numerous times at the ARMA International Conference, at local and regional seminars, and has participated as a panelist for several legal forums. A full list of his presentations is available upon request. LOCATION/SCHEDULE Ironwood Country Club 12627 Pacific Street Omaha, NE 68154 11:00 - Networking 11:30 - Lunch 12:00 - 4:00 - Presentation

Webmaster: Bill Lang

Chapter Address:
Nebraska ARMA Chapter
c/o Jacque Hornung, Treasurer
Ameritas Life Insurance Corp.
5900 'O' Street
PO Box 81889
Lincoln, NE 68510