May Chapter Workshop - Change Management

Change Management

The success of change within an organization depends on the acceptance of staff and leadership’s commitment and communication of the change.  As records and information professionals we need to better understand the process of change management in order to leverage our knowledge and expertise to the success of the project.  Please plan to attend the Change Management Workshop and learn more about this very important element to any records and information program.   


John P. Frost, CRM FAI
Vice President, Strategic Accounts
Austin, Texas

John Frost has worked for more than twenty-five years in the field of records/information management and governance as a practitioner, consultant and respected advisor for Fortune 500 companies and government entitles.  John is a Certified Records Manager (RM), Fellow of ARMA International (Association of Records Mangers and Administrators), and a longtime member of the Austin ARMA Chapter.

*Registrations should be received by Wednesday, May 17, 2017
Walk-ins are welcome

Workshop Agenda

12:30 pm to 1:00 pm Registration
1:00 pm to 1:05 pm   Announcements & Introduction
1:05 pm to 4:00 pm   Workshop
Breaks will be taken
Light Refreshments will be available
4:00 pm to 4:30 pm Close Workshop

$35.00 for Members
$45 for Non-Members 

Registration Form

Please register by clicking on the below link (select “Workshop Date”). You may also use this link to pay online. A small processing fee applies.  Walk-ins are welcome.

Point of Contact:
Vickie Stephens, CRM, 512 940-3090 OR
ARMA International:

ARMA International is a not-for-profit professional association and the authority on governing information as a strategic asset. Originally, ARMA was the acronym for the Association of Records Managers and Administrators

Austin ARMA Chapter:

January Chapter Workshop - Vital Records and Disaster Planning

This session addresses Vital Records Identification & Preservation, and Disaster Planning & Recovery.  The session will give you an in-depth look at how to develop your Vital Records plan and choose appropriate protection methods for your organization’s assets.  We will also discuss how to complete a risk assessment, develop a Disaster Recovery plan and review real world scenarios involving issues surrounding disasters. 

Kimberly DeCola, CRM
Records Analyst
City of Austin

Kimberly has 11 years of records and information management experience and has been a Certified Records Manager since 2016. She is currently a Records Analyst with the City of Austin, having worked for the City for more than 14 years. Kim has worked in establishing the City Records and Information Management program and provides consulting services and training to City departments. Her areas of expertise include: records management training, education and awareness, disaster planning and recovery, policy development, creating records control schedules, long-term preservation and assisting City departments with compliance in all areas of records and information management.  Kim is currently working on her degree in Emergency Management and Business Continuity and holds certificates for Electronic Records Management and the Essentials of the Generally Accepted Recordkeeping Principles.  

Workshop Agenda

  • 8:00 am to 8:30 am   Registration
  • 8:30 am to 8:35 am   Announcements & Introduction
  • 8:35 am to 11:30 am   Workshop
  • Breaks will be taken
  • Light refreshments available
    • 11:30 am to 12:00 pm  Close Workshop


  • $35.00 for Members
  • $45 for Non-Members  

Point of Contact: Vickie Stephens, CRM, 512-940-3090 or

Please register by clicking HERE.  You may also use this link to pay online. A small processing fee applies.
**Registration should be received by January 24, 2017.
**Walk-ins are welcome.

October Chapter Workshop - Records and Information Management 101

This session addresses basic records and information management principles.  This session is an excellent introduction to the basic requirements to manage information from creation to final disposition.  New records professionals to include those in leadership roles will find value in this session. 

Eric Stene, CRM
City Records Management Officer
City of Austin

Eric Stene has 18 years records and information management experience and has been a Certified Records Manager since 2010. He is currently the Records and Information Management Officer for the City of Austin having worked at the City for more than 14 years. Eric worked in establishing the City records management program that provided a step by step method of implementation for City departments and worked in the implementation of digital records systems in City departments. His specialties include records inventories, creating records retention schedules, consulting services for City departments, coordinating offsite storage and training in all aspects of records and information management. Before the City of Austin, Eric was a Records Analyst with the Utah State Archives and Records Service. Eric gained expertise in managing records from many industries through his work in state and local government including environmental quality, public safety, public utilities, financial, and planning and development. Eric holds a Bachelor’s degree from Weber State University and a Master’s degree from Utah State University.

Workshop Agenda

  • 8:00 am to 8:30 am   Registration
  • 8:30 am to 8:35 am   Announcements & Introduction
  • 8:35 am to 11:30 am   Workshop
  • Breaks will be taken
  • Light refreshments available


  • $25.00 for Members
  • $35 for Non-Members  

RSVP and pay by clicking HERE.  A small processing fee applies.
**Registration should be received by October 12, 2016
**Walk-ins are welcome.


May Chapter Workshop - Applying The Principles to a RIM Scenario

As a Records and Information management professional, you know or at least have heard about The Principles of information governance, known as the Generally Accepted Recordkeeping Principles®. But how would you apply them in a given scenario?  This workshop will be a high-level overview of The Principles followed by practical application by the attendees.  ARMA International developed and published the Principles to foster general awareness of information governance standards and principles and to assist organizations in developing information management systems that comply with them.

This workshop will provide valuable information and guidance to those that may be starting a formal records management program or experienced programs that are striving to become exceptional.

Kevin Waldrup, MBA, CRM
Records Management Administrator
City of Austin
Health and Human Services Department

Kevin Waldrup is the Records Management Administrator with the City of Austin’s Health and Human Services Department. Kevin has over 16 years of experience in Records Management in many different areas including records retention, records appraisal, disposition, records management training, education, and awareness.

Kevin has been a member of ARMA International since 2001 and currently serves on the ARMA Southwest Region Board as Chapter Advisor of Education and Programming. Prior to joining the Region Board, Kevin served on the Austin Chapter’s Board of Directors as Education Chair, Vice-President, Chapter President, and Immediate Past-President.

Kevin has a Bachelor of Business Administration degree from Sam Houston State University and a Masters of Business Administration degree from Amberton University. He earned his designation as a Certified Records Manager in January 2007.

ARMA International:

ARMA International is a not-for-profit professional association and the authority on governing information as a strategic asset. Originally, ARMA was the acronym for the Association of Records Managers and Administrators. Over the years, we have seen a broadening of the profession as records management has become a recognized and integral part of information governance, which is key to doing business. To reflect the changing environment and this "expansion" of the profession, the association's Board of Directors decided to discontinue using ARMA as an acronym and adopted "ARMA International" as a general descriptor of the association. 

Austin ARMA Chapter:

Workshop Agenda

  • 8:30 am to   8:55 am   Registration
  • 8:55 am to   9:00 am   Announcements & Introduction
  • 9:00 am to 11:00 am   Workshop
  • Breaks will be taken
  • Light Refreshments will be available
  • 11:00 pm to 11:15 pm  Close Workshop


  • $25.00 for Members
  • $35 for Non-Members  

Pay using one of the methods listed below or use our Chapter's new online payment feature HERE.  A small fee applies.

*Registrations should be received by Friday, May 13,2016 *

Mail to checks to:
Austin ARMA Chapter
PO Box 27435
Austin Texas78731-3064

ARMA Education Chair:
Vickie Stephens, CRM, (512) 940-3090

Spring Seminar Presentations

Austin ARMA Members can now download presentation materials from our Joint Spring Seminar! Log in to the Chapter Members Only page to download these materials.*

*Need the password? Check your email or contact a board member.

  • 2014 Industry Benchmarking Survey: Turning Insights into Action – Sue Trombley, Iron Mountain

Track One

  • Presenting RIM to the Executive Team – Anna Stratton, Southwest Solutions Group
  • Change Management– Karen Strong, Gimmal

Track Two

  • Keeping everything: how much, how long, and well, how? – Pat Galloway, University of Texas - Austin
  • Setting the stage for automatic disposition – Susan Cisco, Director - Gimmal

Speaker - Information Governance: A Practical Step By Step Approach to Success

November 13, 2014

Tad Howington, CRM, FAI

Tad Howington has nearly 30 years of experience in various aspects of records and information management. He has managed and directed enterprise-wide records and information management programs at LCRA and ERCOT in Austin; Tarrant County in Fort Worth; and CenterPoint Energy in Houston. He currently is the Manager of e-Records and Information Governance at Kinder Morgan.

Speaker - Setting the Stage for Automatic Disposition

September 23rd

Susan Cisco, Ph.D., CRM, FAI
Gimmal Group

Susan Cisco, Director at Gimmal, has 30 years’ experience in the records management profession as a practitioner, educator, and consultant. Susan holds a Master of Library Science degree and a Ph.D. in Library and Information Science from The University of Texas at Austin.

Her work in the application of the Big Bucket Approach to the classification and retention of electronic records enhances the usability of ECM systems, simplifies deployment strategies, and optimizes user adoption.

Workshop - Big Data Challenges

Thursday, April 17, 2014

Speaker: Carol Brock, CRM

In this presentation, Carol Brock presented strategies used to establish the eERDMS program, garner support, consolidate systems, modernize forms, and apply super buckets and auto-classification to manage content at receipt or transmission. 

eERDMS, the Department of the Interior’s award winning eMail Enterprise Records and Document Management System is a FISMA moderate cloud solution which journals and indexes about 70 million emails a month. For the past two years eERDMS has been recognized by OpenText’s Hero’s Award for Enterprise Content Management in the Cloud. eERDMS is uses enterprise-wide, functional retention schedules and auto-classification to manage content. The solution supports records, e-discovery, FOIA, Ethics, Administrative / Congressional record, cybercrimes, and inspector general activities. 

Furthermore, eERDMS provides a single web-based platform for hosting and managing all 20,000+ agency forms. eERDMS allowed the Department to modernize their forms allowing for mobility (available on smartphones and tablets), digital signatures, workflow, payments, and more anytime, from anywhere.


Carol Brock, CRM

Ms. Brock is VP - Information Governance with IQ Business Group and a Certified Records Manager.  Currently she is working with the U.S. Department of the Interior to implement ERDMS.

Ms. Brock is the former Director of Information Assets for the U.S. Government Accountability Office. While at U.S. GAO she successfully spearheaded a NARA pilot project for simplified records scheduling and implemented an enterprise-wide electronic recordkeeping system for which she earned the National Archivist’s Achievement Award. In June 2010, she provided invited expert testimony, before the U.S. House Subcommittee on Information Policy, Census, and National Archives of the House Committee on Oversight and Government Reform on “Federal Electronic Records Management:  A Status Report.”

Ms. Brock has 27 years of Federal records management experience as a contractor, consultant, and Federal employee. She is also a Research Fellow at the University of Texas at Austin working on a Ph.D. in digital preservation.  Being an active member of ARMA, AIIM, SAA, and the FIRM Council, she speaks regularly on leading records management topics.

Workshop - Developing Your RIM Career

Tuesday, November 19, 2013

Speaker: Tara Iagulli, Director of Career Development at the School of Information, University of Texas at Austin

This workshop focused on how to enhance external perceptions, including in-person connections, résumés and interviewing, as well as online portfolios and social media outlets. It also included a panel discussion by records management professionals.

Download the presentation materials here: