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Austin/San Antonio ARMA Annual Seminar

Austin/San Antonio ARMA Annual Seminar
Friday, February 24, 2017, from 8:00-4:30pm
San Marcos Activity Center
501 E Hopkins
San Marcos, TX 78666

Back by popular demand, the ARMA Austin and San Antonio Annual Seminar in San Marcos, Texas!  The partnership between Austin and San Antonio has been working so well, we just have to keep it going, and it is our combined membership who benefits!  So, please join us for another full day of records and information management education and networking with your peers and vendor partners.

Seminar Program:

Registration and Breakfast: 8:30 – 9:00 am
Morning Sessions: 9:00 am – 12:00 pm

RIM Program Assessment/Auditing: 9:15 – 10:30 am

Seize the Initiative to Make IG Happen

The degree to which organizations and industries embrace Information Governance (IG) varies widely – and no one size fits all.  In this session, case studies will highlight how RIM professionals recognized and seized opportunities to enlighten their organizations about the power of IG by innovative and practical actions to link IG to their organizations’ bottom line. Sometimes their “hook” was carefully planned while other times they seized on an unexpected and serendipitous occurrence. Three practices emerged from the case studies that RIM professionals can use as a guide to identify new opportunities to improve IG and to be able to support colleagues through disruptive times of change.

Speaker – Dr. Susan L. Cisco, CRM, FAI

Susan Cisco, has more than 30 years’ experience in the records and information management profession as a practitioner, educator, and consultant.  For five years, she was the Records Management Officer for the Oil and Gas Division at the Texas Railroad Commission, one of the most important energy-related regulatory bodies in the U.S.  Cisco’s seminal work in the application of Big Bucket theory to the classification and retention of records has led to the enhanced usability of ECM systems, simplified deployment strategies, and optimized user adoption for organizations around the world.  She holds a Master of Library Science degree and a Ph.D. in Library and Information Science from the University of Texas at Austin, is a CRM, and a Fellow of ARMA International.

Risk Assessment: 10:45 – 12:00 pm

How the Lowly and Boring Record Retention Schedule Can Have a Big Impact on Your Information Governance Program

For most creating or updating a record retention schedule is a boring, “check the box” task.  Few realize, however, that the design and development of your schedule can have a tremendous impact on downstream efforts to effectively manage electronic information for compliance, intellectual property, privacy and employee productivity.  Old-fashioned, super-detailed, paper-record-borne schedules that are poorly designed and difficult to use can hobble efforts to manage electronic information.  Newer, smarter approaches to records retention schedule development not only drive compliance, but also enable other parts of an Information Governance program and build consensus on what to retain.  Get it right and a schedule can be a boon for a larger Information Governance strategy.   Get it wrong and the lowly schedule can bring a program to a halt. Join us for a lively discussion on this deceptively boring topic.

Speaker – Tom Mighell, Esq., Contoural

Tom is Vice President of Delivery Services at Contoural. With 18 years of experience in compliance, litigation, privacy and Information Governance, Tom regularly works with corporations to develop Information Governance programs, including the creation and validation of records retention schedules. Tom served as Chair of ABA Tech Show 2008 and as 2011-2012 Chair of the ABA’s Law Practice Division.

Lunch and Networking: 12:00 – 1:00 pm
Afternoon Sessions: 1:00 pm – 4:30 pm

Taxonomy: 1:15 – 2:30 pm

Amassing a Practical Enterprise Taxonomy:
The Foundation for Effective Content Alignment

ERCOT manages the flow of power to 24 million customers – about 90% of the Texas electrical load.  Critical to their business is the ability to provide clear communications and reliable data to their constituents; consumers, cooperatives, power generators, and more.  They need to be able to do this in a rapidly changing, data driven environment.  TO help do this we developed a controlled vocabulary – a common language to help organize content and clarify communications.  We’ll show how we built support for the new vocabulary, educated users, and designed governance that allows for feedback and continuous improvement.

Speaker – Jenny Ammerman, Access Sciences

Jenny Ammerman is a Senior Consulting Manager is the Information and Data Governance consulting practice at Access Sciences Corporation. She brings over ten years of experience in the strategic design and creation of implementable, proficient, enterprise-wide records management programs that improve information access, reduce costs, and manage risk. Jenny holds a Bachelor’s degree in International Business and regularly delivers information governance and taxonomy presentations at industry gatherings.

Speaker – Amy Lofton, Electric Reliability Council of Texas

Amy Lofton is the Digital Content Manager at the Electric Reliability Council of Texas (ERCOT). Her team oversees the governance, design, and publication of content to ERCOT’s digital channels, including public and restricted internal and external systems. During her 13 years in content management, she has led many process improvement initiatives including implementing operating procedures and Web standards. Amy holds a Master’s degree in Information Systems Management, two Bachelor’s degrees in English and Communications, and has over nine years of experience in the energy sector.

Speaker – Chris Barden, Electric Reliability Council of Texas

Chris Barden is the Senior Records Management Specialist at the Electric Reliability Council of Texas (ERCOT). He guides ERCOT’s RIM program by maintaining corporate policy, processes, and the record retention schedule, as well as developing training and instructions for all content users. He has over 10 years of experience in the field of Records and Information Management and over 8 years in the utilities sector. Chris holds a Masters in Library and Information Science and is a Certified Records Manager.

Social Media: 1:15 – 2:30pm
Managing Social Media: eDiscovery Implications

For today’s companies, managing social medial and their web premise is a constant struggle to control the message, and remain relevant in an evolving communication and networking landscape.  Now, this new frontier of communication is increasingly becoming the target of eDiscovery investigations.  In this session learn the implications associated with social media when it comes to legal actions and investigations.

Speaker – Christopher J. Cafiero, J.D.

Chris is a Territory Manager for Catalyst Repository Systems, and has diverse experience in eDiscovery, document management, and legal practice.  He was worked for Ikon Legal Document Services (now Ricoh), Konica Minolta, and Conquest eDiscovery, in eDiscovery sales, consulting, and project management. Before getting interested in eDiscovery, Chris was Chief Trial Counsel for the Carmody & James law firm in Frisco, Texas. A 2001 graduate of the Texas A&M Law School in Fort Worth, he also studied at Oxford University (Brasenose College), and received his B.S. From the State University of New York, College at Brockport.  He currently resides in Richardson, Texas.

Privacy and Security: 3:00 – 4:15 pm
Protecting Privacy Through Improved Information Governance

With the expansion of laws protecting private information, many professionals in technology, law, records management, security and privacy management are required to ensure customer and employee information is properly managed. Simultaneously, with the increasing sophistication of hacking, organizations housing personal information are being tasked with ensuring they meet compliance requirements based on industry, jurisdiction and types of information captured and maintained. It’s a big job, but with sound strategic planning and implementation, one that can be as rewarding as it is challenging. 

Presented by Steven Williams, a Program Manager and Electronic Records and Information Governance expert for Iron Mountain Incorporated, this webinar will address laws applicable to protecting private information in United States and introduce a strategy that utilizes an Information Governance plan to achieve a level of privacy protection that meets current standards.

Speaker – Steven Williams, Iron Mountain

Steven Williams, a Program Manager and Electronic Records and Information Governance expert for Iron Mountain Incorporated, this webinar will address laws applicable to protecting private information in United States and introduce a strategy that utilizes an Information Governance plan to achieve a level of privacy protection that meets current standards.

Closing Remarks and Prize Drawings: 4:20 – 4:30 pm
Great Vendor Sponsor Support!
Access Sciences, Iron Mountain, Kofile Technologies, PacoTech, SafeSite, Southwest Solutions Group

(Vendor listing is tentative)

Great Food, Friends, and Finds

Along with lots of RM learning, breakfast, lunch, and snacks will be provided by Joan Howard and her Perfect Events Catering to satisfy your appetites.

For those professionals who need CRM and/or IGP credit hours, we’re working on pre-approval and expect to have approximately 5 hours available.

With the seminar being held on a Friday and so close to the outlet mall, some of you may even take the opportunity to do a little shopping, dining, or treat yourself to some spa activities before heading back north or south.

Getting here:

The San Marcos Activity Center is just drive off of Interstate 35 on East Hopkins Street in downtown San Marcos halfway between Austin and San Antonio, perfect for our chapter collaboration. This is also just a short drive from downtown San Marcos and very close to many of the city’s main attractions. 

 Thank You, and We Look Forward to Seeing Many of You at the Seminar

To register and pay for the event, please go online to to register.  From there, you should see the area with a registration information and further instructions.

$115 Early Bird Rate – Any time before February 1, 2017 Online
$130 Standard Rate – February 1 thru February 24, 2017 Online or at the Door

Vendor Exhibit Sponsorship: $400

This sponsorship is for a 6-foot exhibit table for your display booth and includes:

·        Two free vendor representatives (includes breakfast and lunch)

·        Advertising in all seminar flyers and programs

·        A 5 minute presentation to all attendees on your company’s offerings and services

Click HERE to register and Pay on the website. Registration is required so please be sure to fill out the RSVP form.


For any questions, please contact your chapter representative:
Austin ARMA Chapter Representatives
Chris Barden – Spring Seminar Co-Chair (
Steven Williams – Spring Seminar Co-Chair (
San Antonio Chapter Representatives
Catherine Drolet – Vice President (
Laticia Vacek – Director of Professional Development (


Earlier Event: January 26
January Chapter Meeting
Later Event: February 26
DRI 2017