May
23
11:30 AM11:30

May Chapter Meeting

Speaking at the May chapter meeting is Ryan Zilm.

Click here to Register/RSVP.

Presentation Topic: “Content Cleanup Carnival: Outlining Success for Your Organization”

 
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Ryan M. Zilm, CRM, CIP, IGP

Ryan M. Zilm is the President of ARMA International.  He has been a contributor to the Information Management profession since 1998 and is currently supporting the Information Lifecycle Management Program at USAA in Phoenix, Arizona.  He holds several ARMA and AIIM certificates, participated in the development of ARMA International's Glossary of terms and is a Certified Records Manager.  He holds a B.A. in Administrative Leadership from the University of Oklahoma  and an M.B.A. from the University of Texas San Antonio.    Ryan has served in key leadership roles in several ARMA Chapters, including a term as President of the ARMA Tulsa Chapter. He has been recognized as Chapter Leader of the Year and Chapter Member of the Year on multiple occasions, and has served as a mentor, grader and presenter for Part 6 of the ICRM Exam.  Today, he continues to actively contribute his knowledge and skills in support of Global Information Management.

This presentation will guide you through the steps taken to rollout a successful company cleanup event backed by executive leadership. From the concept to the carnival, come learn keys to success, see footage, game content and more! Cleaning up your organizational content has never been so much fun!!

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Thursday, May 23, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

Early Bird Registration is encouraged and should be made no later than Thursday, May 23rd. Should you need to register after May 23rd, please let the Chapter know by emailing: AustinARMAChapter@gmail.com.

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: Access Science

Click here to Register/RSVP.

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Apr
25
11:30 AM11:30

April Chapter Meeting

Registration is encouraged and should be made no later than Tuesday, April 23rd. Should you need to register after April 23rd, please let the Chapter know by emailing: AustinARMAChapter@gmail.com.

Speaking at the April chapter meeting is Wendy McClain and Ashley McKay.

Presentation Topic: “Plain O.L.D. Logic - Applying Sedona Conference Guidance in your Disposition Decision- Making Processes for Old, Legacy, and Dormant Information”

Description: Wendy and Ashley will summarize the 8 principles described in the Commentary and review an example of how to use the risk analysis oriented decision tree.

Speakers Bio:
Wendy McLain, MLIS, CRM is a veteran records and information governance professional with experience in the government, healthcare, engineering, and energy sectors. Her family doesn’t quite understand her excitement about balancing information access with personal privacy or her insistence on tagging rules in the family photo archive – so she enjoys lively discussions with like-minded folks at ARMA events whenever possible. She has served in numerous ICRM board positions 2012-2018 and looks forward to serving on ARMA International’s Board of Directors beginning later this year.

Ashley McKay, MLIS, CRM began her career as a forensic medicine and automotive safety librarian. After 7 years of car crashes and head injuries, she decided to change careers and has been working in the Records and Information Management field ever since. Ashley’s favorite part of RIM is having challenging puzzles tossed over the cubicle wall at 4:59 on Fridays, which are best solved while drinking wine in her yoga pants on Saturday.


Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Thursday, April 25, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: Pacotech

Click here to Register.

Registration is encouraged and should be made no later than Tuesday, April 23rd. Should you need to register after April 23rd, please let the Chapter know by emailing: AustinARMAChapter@gmail.com.

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Mar
28
11:30 AM11:30

Annual Chapter Business Partner Expo

The Austin ARMA Chapter would like to invite our business partners (formerly, referred to as sponsors) to participate in our Annual Chapter Business Expo.  

This event gives us a chance to thank our business partners, for your various levels of sponsorship of our chapter. It will also provide our members an opportunity to ask questions about particular services and products.

Where: Twin Towers Office Center and Executive Suites, 1106 Clayton Lane, Austin, Texas 78723 (Public Meeting Room, 125E).

When: Thursday, March 28, 11:30am-1:30pm

Reminders: Non-members/guests are welcome at an additional cost of $10.

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: ______

Click here to RSVP as a business partner/member.

Click here to RSVP as a non-member/guest.

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Feb
12
5:30 PM17:30

CRM Study Group - Austin Central Library

Join Austin ARMA and the CRM liaison, Kevin Waldrup, to discuss the CRM exam and prepare using sample test questions.

When: Tuesday, February 12 5:30pm-6:30pm

Where: Austin Central Library, 710 W. Cesar Chavez St. Room # 471

This study group meeting will focus on parts 1 through 5 and you can expect to cover sample questions that could be on those parts of the exam.

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Feb
8
8:30 AM08:30

ARMA Austin Spring Seminar

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Friday, February 8, 2019

ARMA Austin Annual Seminar

8:30-4:30pm

Zilker Botanical Garden Center

2220 Barton Springs Rd.

Austin, TX 78746

 

Program:

Registration and Continental Breakfast.
8:30am-9:00 am

Morning sessions.
9:00am-12:00pm

Lunch and Networking.
2:00pm-1:00pm

Afternoon sessions.
1:00pm-4:15pm

Closing Remarks and Prize Drawings.
4:20pm-4:30pm

Getting here

 The Zilker Botanical Garden Center is located in the heart of downtown Austin, inside of Zilker Park.  The actual Garden Center is just off of Barton Springs Road near the MoPac expressway. This is also just a short drive from downtown Austin and very close to many of the city’s main attractions. 

Great Vendor Sponsor Support!

Access Sciences, Active Navigation, Axyon Digital, SafeSite, Southwest Solutions

(Vendor listing is tentative)

                                                                                                                           Great Food, Friends, and Finds!

Along with lots of RM learning, continental breakfast, and lunch will be catered by Wild Wood Bakehouse. Wild Wood Bakehouse features gluten free foods along with vegetarian options. Additionally, snacks will be provided in between sessions to keep you going throughout the day.

With the seminar being held on a Friday and so close to the heart of downtown Austin, some of you may take the opportunity to enjoy some of what downtown Austin can offer in terms of dining, activities like the botanical gardens or other museums, or just hunker down and wait for the traffic Austin is becoming so well known for to subside before heading back home.

Session Topics and Speakers:

All topics are subject to change, but the seminar chairs are actively working to secure speakers and content in the following areas:

Cloud Security - Securely Managing Records in the Cloud: What You Need to Know

Andy Bennett is a boot wearin’ native Texan who serves the State of Texas as the Deputy Chief Information Security Officer. He has a diverse IT background covering 22 years of experience in roles across the enterprise and in a variety of sectors including government, banking, higher education, applied research, oil and gas, law enforcement, Fortune 500 consulting services, and more. He specializes in incident response, investigations, and change efforts and has a passion for security. He is the primary author of the State of Texas’ incident response redbook template and is involved in strategic planning and rulemaking at the statewide level. His professional philosophy is “Show works better than tell, every time.”

Andy Bennett is a boot wearin’ native Texan who serves the State of Texas as the Deputy Chief Information Security Officer. He has a diverse IT background covering 22 years of experience in roles across the enterprise and in a variety of sectors including government, banking, higher education, applied research, oil and gas, law enforcement, Fortune 500 consulting services, and more. He specializes in incident response, investigations, and change efforts and has a passion for security. He is the primary author of the State of Texas’ incident response redbook template and is involved in strategic planning and rulemaking at the statewide level. His professional philosophy is “Show works better than tell, every time.”

Todd currently serves as a Managing Director at Access Sciences and has over 30 years of leadership experience in human resources and professional services. His background includes international company expansion into new markets, implementing growth strategies, and successful business start-ups in the U.S. He has architected client solutions for state and local government as well as Fortune 100 and 500 companies in retail, service, utilities, oil and gas, insurance, and information technology markets. He currently serves on the Board of Directors for ARMA Houston as Past President and is actively involved in the International Coaching Federation. Todd received a Bachelor of Arts in Psychology from Austin College in Sherman, Texas and his certification as an Executive and Professional Coach through the University of Texas at Dallas.

Todd currently serves as a Managing Director at Access Sciences and has over 30 years of leadership experience in human resources and professional services. His background includes international company expansion into new markets, implementing growth strategies, and successful business start-ups in the U.S. He has architected client solutions for state and local government as well as Fortune 100 and 500 companies in retail, service, utilities, oil and gas, insurance, and information technology markets. He currently serves on the Board of Directors for ARMA Houston as Past President and is actively involved in the International Coaching Federation. Todd received a Bachelor of Arts in Psychology from Austin College in Sherman, Texas and his certification as an Executive and Professional Coach through the University of Texas at Dallas.

Dave Foley is Director of Records and Information Management (RIM) at    ONEOK   , a diversified energy company. He has an extensive information technology background and over 13 years of RIM knowledge and proficiency from managing and auditing a RIM program to building one from the ground up. Industry experience spans international financial services, travel, and energy sectors. His spirit of giving back and sharing with others is demonstrated through meeting with RIM professionals to converse about successes and challenges.

Dave Foley is Director of Records and Information Management (RIM) at ONEOK, a diversified energy company. He has an extensive information technology background and over 13 years of RIM knowledge and proficiency from managing and auditing a RIM program to building one from the ground up. Industry experience spans international financial services, travel, and energy sectors. His spirit of giving back and sharing with others is demonstrated through meeting with RIM professionals to converse about successes and challenges.

Margaret Hermesmeyer has over 25 years’ experience in Records and Information Management. She is a CRM, an IGP, and holds a master’s degree in Library and Information Science from UT Austin. Currently an information management consultant, she has previously served as Chief of the Information Governance and Logistical Operations Division at the Office of the Attorney General of Texas, chair for the Records Management Interagency Coordinating Council in Texas, University Registrar at the University of Texas of the Permian Basin, a Government Information Analyst at the Texas State Library and Archives Commission, and an Adjunct Assistant Professor at the School of Information at the University of Texas at Austin. She served on the ARMA International Board of Directors 2015-2018, the ARMA International’s Industry Expert Task Force for the Information Governance Book of Knowledge, the consensus group to update the RIM Core Competencies, the 2012 consensus group for the ANSI/ARMA standards for “Managing Electronic Messages as Records,” and served as chair of the consensus group to revise the associated technical report.

Margaret Hermesmeyer has over 25 years’ experience in Records and Information Management. She is a CRM, an IGP, and holds a master’s degree in Library and Information Science from UT Austin. Currently an information management consultant, she has previously served as Chief of the Information Governance and Logistical Operations Division at the Office of the Attorney General of Texas, chair for the Records Management Interagency Coordinating Council in Texas, University Registrar at the University of Texas of the Permian Basin, a Government Information Analyst at the Texas State Library and Archives Commission, and an Adjunct Assistant Professor at the School of Information at the University of Texas at Austin. She served on the ARMA International Board of Directors 2015-2018, the ARMA International’s Industry Expert Task Force for the Information Governance Book of Knowledge, the consensus group to update the RIM Core Competencies, the 2012 consensus group for the ANSI/ARMA standards for “Managing Electronic Messages as Records,” and served as chair of the consensus group to revise the associated technical report.

Speaker: Andy Bennett, Department of Information Resources, State of Texas

Synopsis: This session will provide a broad overview of cloud computing and the issues that everyone who is considering moving to it needs to consider. From infrastructure and systems management, to security and accessibility, the cloud comes with an equal dose of new challenges for every benefit it can provide. Some questions that this session will directly answer include: “What do we mean when we say ‘cloud?’” “What types of services are available in the cloud?” “What are the security concerns when considering a cloud solution?” “How do we calculate the cost and determine the benefits of moving to the cloud?”

 

Change Management - Can we talk?  How to have conversations that lead to change.

Speaker: Todd Brown – Access Sciences

Synopsis: How to inspire and manage change is a problem faced by every organization. And yet, change initiatives often fail. Studies show that 60% - 70% fail. Why is that? This session will explore what you can do to successfully enact change, how to evoke motivation to support desired changes in behavior, and introduce methodologies and tools to leverage change efforts.


 

Case Study – 7 Habits of a RIM Program: How You Can Grasp the Win!

Speaker: Dave Foley, Director, Records and Information Management, ONEOK

Synopsis: Examine a RIM / IG program strategic model from laying the foundation through maturity and improvement stages.  Then, see how one business applied the program strategy and underlying principles to clean and organize their share drives.

 

Information Governance – What is the IGBOK?

Speaker: Margaret Hermesmeyer, IGP, CRM

Synopsis: ARMA International’s new release of the Information Governance Book of Knowledge (IGBOK) provides an authoritative framework for implementing information governance.  This presentation will provide an overview of ARMA’s new resource, discussing the guidance it provides and considering a practical approach for using the IGBOK in support of the organization’s success.

 

Registration Information:

To register and pay for the event, please go online to www.austinarma.com/seminar-rsvp to register.  From there, you should see the area with a registration information and further instructions.

$100 Early Bird Rate – Any time before January 20, 2019 Online

$130 Standard Rate – January 21 through February 8, 2019 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 meals and snacks)

  • Advertising in all seminar flyers and programs

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

Questions?

For any questions, please contact your chapter representative:

Austin ARMA Chapter Representatives

Chris Barden – Spring Seminar Co-Chair (chris.barden@ercot.com)

Julia Johnson – Spring Seminar Co-Chair (julia.johnson@capmetro.org)

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Jan
24
11:30 AM11:30

January Chapter Meeting

John Frost Presents: Cloud Content Management and Governance: A Primer

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As cloud content management systems become more main stream and accessible, governance is more important than ever. In this session you will learn what cloud content management and governance is, how organizations have have transformed their governance strategy and deployed cloud governance technology, as well as some case studies and best practices for building and executing a modern content management and information governance strategy. 

John Frost has worked for more than 25 years in the field of records and information management and governance as a practitioner, consultant and respected advisor for Fortune 500 companies and government entities.  Frost is a Certified Records Manager, (CRM), a Past President and Fellow of ARMA International and member of the Austin Chapter.  John is globally recognized as an expert in content management, content analytics, information governance and related technologies. 

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Thursday, January 24, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor:

ironmountain.jpg

Click here to RSVP.

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Dec
12
6:00 PM18:00

Austin ARMA December Holiday Social

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Please join us for our annual Austin ARMA Holiday Social!

There will be food, fun, and door prizes!

This event is FREE to attend for Chapter Members and their significant other!

Light appetizers will be served.


When: Wednesday, December 12th
Time: 6:00 PM to 8:00 PM
Where: Austin Custom Winery, 5207 Brodie Ln, Suite 130, Sunset Valley, TX 78745
 

Click here to RSVP for the event.

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Nov
29
11:30 AM11:30

November Chapter Meeting

Neil Penberthy Presents:

Compliance: Where IT and Records Management Meet

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Neil spent some time early in his career working in IT and then managed the support department of a PC distributor. More recently Neil has had various roles in the enterprise software industry. Neil currently owns TeamLogic IT of Austin which is part of a national network providing advanced technology solutions for companies of all sizes. TeamLogic IT provides clients with the technology support they need to run their businesses more efficiently by leveraging the latest technology solutions including managed services, IT security, business continuity, cloud services, mobility solutions, unified communications and consulting and support.

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Thursday, November 29, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Click here to RSVP.

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Oct
31
11:30 AM11:30

October Chapter Meeting

Susan Cisco has 30 years’ experience in the RIM profession as a practitioner, educator, and consultant. Cisco’s seminal work in the application of Big Bucket theory to the classification and retention of records has simplified ECM deployment strategies and optimized user adoption for organizations around the world. She holds a MLS degree and a Ph.D. in Library and Information Science from the University of Texas at Austin, is a CRM, and is an ARMA Fellow.

Susan Cisco has 30 years’ experience in the RIM profession as a practitioner, educator, and consultant. Cisco’s seminal work in the application of Big Bucket theory to the classification and retention of records has simplified ECM deployment strategies and optimized user adoption for organizations around the world. She holds a MLS degree and a Ph.D. in Library and Information Science from the University of Texas at Austin, is a CRM, and is an ARMA Fellow.

Speaking at the October chapter meeting is Susan Cisco.

Presentation Topic: Shared Drive Cleanup - Lessons Learned

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Wednesday, October 31, 11:30am-1:00pm (after RIM 101 Workshop)
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: Southwest Solutions

Click here to RSVP.

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Oct
31
8:30 AM08:30

October 2018 Chapter Workshop

Steven Williams is a Principal and Electronic Records and Information Governance expert for Iron Mountain Incorporated. Steven has spent his 19 year career in Information Governance, Records and Information Management, and Management Information Systems both in consulting and as a practitioner. He has a breadth of experience including such verticals as Financial Services and Insurance, Manufacturing, Energy, Oil and Gas, Technology, Transportation, Entertainment, Human Resources, Higher Education, and Healthcare. Throughout his career, he has been able leverage his interests in retention policy development, electronic records management, and records management program assessment to help organizations better manage their information in compliance with legal and regulatory requirements. Steven attended the University of Texas at Austin School of Information and is currently the Secretary and President Elect of Austin ARMA

Steven Williams is a Principal and Electronic Records and Information Governance expert for Iron Mountain Incorporated. Steven has spent his 19 year career in Information Governance, Records and Information Management, and Management Information Systems both in consulting and as a practitioner. He has a breadth of experience including such verticals as Financial Services and Insurance, Manufacturing, Energy, Oil and Gas, Technology, Transportation, Entertainment, Human Resources, Higher Education, and Healthcare. Throughout his career, he has been able leverage his interests in retention policy development, electronic records management, and records management program assessment to help organizations better manage their information in compliance with legal and regulatory requirements. Steven attended the University of Texas at Austin School of Information and is currently the Secretary and President Elect of Austin ARMA

IN ADDITION to the “RIM 101 Workshop”, the chapter will be holding a regular scheduled chapter meeting on Wednesday, October 31 from 11:30 am to 1:00 pm  . . . . . the education session will be held prior to the regular scheduled meeting from 8:30 am to 11:30 am, see above cost for the workshop.

Note:  Please register separately for 1) Chapter Meeting, 2) Education Session - as appropriate

Point of Contact:

Vickie Stephens, CRM, 512 940-3090 OR austinarmachapter@gmail.com

“Records Program Basics”

Speaker: Mr. Stephen Williams, IGP, Principal Consultant at Iron Mountain

Some of the most important assets your company/agency have are records and information produced during the normal course of business.  Managing those assets can be challenging at best. The ultimate goal of a records and information program is to provide the right information to the right person, at the right time, in a cost-efficient and effective manner.

This session addresses basic program components, based on records and information management principles, along with the means to market and benchmark progress.  This session is an excellent introduction to establishing a new program or updating an existing one.

  • Basic Records and Information Management

  • Developing the Program Framework

  • Best Practices

  • Implementation

When:      Wednesday, October 31, 2018
Time:       8:30 am – 11:30 am
Location: Twin Towers Office Center and Executive Suites,
1106 Clayton Lane, Austin, Texas 78723
(Executive Board Room)


Workshop Agenda

  • 8:00 am to 8:30 am Registration

  • 8:30 am to 8:40 am Announcements & Introduction

  • 8:45 am to 11:30 am   
    Workshop

Breaks will be taken

Light Refreshments will be available

  • 11:15 am to 11:30 am
    Close Workshop

COST:
$25.00 for Members
$30 for Non-Members

Registration

Credit card payment accepted.

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Sep
27
11:30 AM11:30

September Chapter Meeting

For over 30 years, Bryan has developed his skills as a behavioral psychologist.  As Managing Partner of Bright Path Consulting, Bryan’s main focus is to lead strategic development and therapeutic activities.  Guiding business executives toward proactively reducing the cost of their health and wellness offerings through a unique one-to-one health coaching practice for employees and their spouses.   Along with his work at Bright Path, Bryan is the Managing Director of Axyon Digital.  An International organization focused on helping companies of all sizes reduce the physical foot print of their paper and development of Information Governance best practices.  He has a Bachelor’s of Science in Human Development and is soon to complete his Masters in Clinical Psychology at Cal. Southern University.  When not working, Bryan and his wife Carla, usually are found sitting on a porch quietly overlooking one of our National Forests.

For over 30 years, Bryan has developed his skills as a behavioral psychologist.  As Managing Partner of Bright Path Consulting, Bryan’s main focus is to lead strategic development and therapeutic activities.  Guiding business executives toward proactively reducing the cost of their health and wellness offerings through a unique one-to-one health coaching practice for employees and their spouses. 

Along with his work at Bright Path, Bryan is the Managing Director of Axyon Digital.  An International organization focused on helping companies of all sizes reduce the physical foot print of their paper and development of Information Governance best practices.  He has a Bachelor’s of Science in Human Development and is soon to complete his Masters in Clinical Psychology at Cal. Southern University.

When not working, Bryan and his wife Carla, usually are found sitting on a porch quietly overlooking one of our National Forests.

Speaking at the September chapter meeting is Bryan Cooper.

Actions speak louder than words and to communicate more effectively you need to better understand not only what your body is saying, but what other bodies are saying as well.

Presentation Topic: "What Everybody is Saying"

Outside of our conscious attention, our body communicates and speaks a language of its own.  One that generally impacts and influences all our human relationships – be it family or friends, colleagues or clients.  Other human beings are subconsciously influenced in forming an instinctive opinion about us from the nonverbal messages that transmit to them through our body language.  This presentation will help you understand how to manage possible mix messages and better understand what others are thinking even though they may not be saying it.

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Thursday, September 27, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: _____

Click here to RSVP.

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May
22
1:00 PM13:00

May 2018 Chapter Workshop

ARMA Austin Presents: “Shared Drive Clean-up – Where to Start?”

When:      Tuesday, May 22, 2018
Time:       1:00 pm – 4:30 pm
Location: Twin Towers Office Center and Executive
Suites, 1106 Clayton Lane, Austin, Texas 78723
(Public Meeting Room, 125E)

Registration Form

“Shared Drive Clean-up – Where to Start?”

As a records and information professional, your boss informed you that the organization you work for has made a final selection of the new Enterprise Content Management System.  You have now been assigned to assist in the project to clean-up shared drives in the organization.  Where to begin? 

The Austin ARMA Chapter is pleased to have Robert O’Connor, CRM, Texas Teachers Retirement System William Basinger, CRM, BBVA Compass to share their expertise and to help us better understand the strategic planning of a shared drive clean-up process.

At the end of the workshop a drawing for a $50.00 Gift Certificate will take place  . . . Compliments of Southwest Solutions Group (Troy Menchhofer).

Registrations should be received by Monday, May 22, 2018. Walk-ins are welcome

Workshop Agenda:

  • 1:00 pm to 1:15 pm Registration
  •  1:15 pm to 1:20 pm Announcements & Introduction
  • 1:20 pm to 4:15 pm Workshop
    Breaks will be taken
    Light Refreshments will be available
  • 4:15 pm to 4:30 Close Workshop

COST:

$25.00 for Members
$30 for Non-Members

Registration Form

Point of Contact:

Vickie Stephens, CRM, 512 940-3090 OR austinarmachapter@gmail.com


ARMA International:  http://www.arma.org

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: www.austinarma.com

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May
16
11:30 AM11:30

May Chapter Meeting

Click here to RSVP.

Donald Stevens.jpg

Donald G. Stevens has been a turnaround specialist and leader of technology-driven innovation within state and local government for over 30 years. In 2017, Donald retired from state government, but it appears that he won’t be spending much time on the golf course -- because he’s still working nearly full-time as a management consultant.

Donald earned his BA from Michigan State University where he majored in Personnel Administration and Industrial Psychology. He earned his MA in Educational Technology from Western Michigan University, where he later became an adjunct professor teaching graduate-level courses in Organizational Change Management and Teaching with Technology. Donald initially developed his technical knowledge during the 12 years he worked for a computer company that today is called Unisys. Over the years, Donald has become less focused on the latest technologies, and more focused on transitioning back to his Industrial Psychology roots, leading Organizational Change for technology-driven projects.

Donald moved to Texas after a 20-year career in Information Technology management with the State of Michigan where he served as: the CIO of the Department of Civil Service; Director of the statewide Information Management Consulting Division within the Department of Management and Budget; and Director of IT Workforce Planning and Development for the State’s newly consolidated IT agency, the Department of Information Technology.  For the State of Michigan, Donald played a lead role in several major change initiatives and consolidations, which formed his passion for addressing the human factors that helped make these statewide “big change” projects a success.

After arriving in Texas, Donald refined his methodology working as an Organization Change Project Manager for a large international software company. But after three years of continuous travel, Donald made a personal big change to join the Texas Workforce Commission in Austin as a senior project manager. A highlight for Donald was having his Improve Fraud Discovery Project receive the 2016 Best of Texas Award for Data Analytics and Business Intelligence. Now in retirement, Donald is turning his focus to Employee Change Reactions Management and helping others benefit from the many lessons he has learned.

Speaking at the May chapter meeting is Donald G. Stevens.

Presentation Topic: If innovating business operations and then getting people to think and work differently was quick and easy, then you probably wouldn’t be contacting Donald G. Stevens for help with implementing your game-changing project. However, there’s been an unfortunate trend where major, well-intentioned business transformation projects don’t fully meet management’s expectations -- and the reason is often about key people not being able or willing to make an important change.

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Wednesday, May 16, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: PacoTech

Click here to RSVP.

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Apr
18
11:30 AM11:30

April Chapter Meeting

Click here to RSVP.

Speaking at the April chapter meeting is Nick Lealos on the Public Information Act.

"The Public Information Act- Don't Freak Out"

This presentation will cover

  • The best tools for managing requests both big and small
  • The most common traps and pitfalls in chapter 552 and how to get out of them
  • How to plan an open records strategy that is proactive instead of reactive
  • What's coming up in the next legislative session
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Nick Lealos is a graduate of University of Texas School of Law and former Managing Editor of the American Journal of Criminal Law. He has served as open records attorney for the Texas Department of Insurance, the Texas Division of Workers Compensation, and the Texas Department of Public Safety. He currently serves as the open records attorney for the Texas Department of Licensing and Regulation. He has filed hundreds of requests for ruling with the Texas of Attorney General and is responsible for multiple previous determinations.

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723
When: Wednesday, April 18, 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Click here to RSVP.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor: GRM Document

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Mar
28
11:30 AM11:30

Austin ARMA Chapter Sponsorship Expo

You are cordially invited to attend the Austin ARMA Chapter Sponsorship Expo on Wednesday, March 28th from 11:30 am – 1pm. This event is our chapter’s opportunity to show our support for our generous Chapter sponsors. The event will give you a chance to network with colleagues and learn what solutions our chapter sponsors can provide the RIM and IG professional.

This event will be open to members of the chapter until March 13, 2017.  If there are any spots available after that date, the event will be opened to all of the chapter’s contacts.  Any non-members attending will be charged the nominal meeting fee of $10. Meeting fee will be waived for chapter members and sponsors.

Where: Twin Towers; 1106 Clayton Lane, Austin, Texas 78723

CLICK HERE TO RSVP.  Seats are limited and will fill up quickly.

 

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Feb
23
8:00 AM08:00

ARMA Austin/San Antonio Spring Seminar

Please join us for the Annual Seminar!  The partnership between the ARMA Austin and San Antonio chapters is once again bringing you a day of information management and governance education.

CLICK HERE for all the details and for the list of speakers and sessions.


When: Friday, February 23, 2018
Time: 8:30 AM to 4:30 PM
Where: San Marcos Activity Center, 501 E. Hopkins, San Marcos, TX 78666

Register for the event by clicking here.

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Feb
6
8:00 AM08:00

February 2018 Chapter Workshop

ARMA Austin Presents: Vital Records Identification and Protection and Disaster Recovery

When:      Tuesday, February 6, 2018
Time:        8:30 am – 12:30 pm
Location: Twin Towers Office Center and Executive
Suites, 1106 Clayton Lane, Austin, Texas 78723
(Public Meeting Room, 125E)

Vital Records Identification and Protection and Disaster Recovery

Does your company have a business recovery plan? Do you have one for your records? We all know disaster can strike at any time and in many forms and other than your human capital, your records are the most important part of your business.  Without them you likely won't be able to operate your business.

This session is designed to 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’ll also talk about the alignment needed between your company’s business continuity, disaster and IT plans and tips for getting everyone on the same page. Other topics will include how to complete a risk assessment, developing a Disaster Recovery plan and a review of real world scenarios involving issues surrounding disasters. 

Speaker:
Kimberly DeCola, CRM
Corporate Records Analyst  
Austin Convention Center Department
City of Austin

Kimberly DeCola has over 12 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 over 15 years. Kim has worked in establishing the City Records and Information Management program, providing consulting services and training to City departments and now helms the Information Governance program for the Austin Convention Center. Her areas of expertise include: training, education and awareness, disaster planning and recovery, policy development, records control schedules, long-term preservation, risk management and compliance. Kim is also a frequent presenter, having worked recently with the Texas Department of Information Resources, the Association of Continuity Planners-Austin Chapter and the Austin ARMA Chapter on Disaster Planning and Recovery.

ARMA International:  http://www.arma.org

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: www.austinarma.com

Registrations should be received by Monday, February 5, 2018. Walk-ins are welcome

Workshop Agenda

  • 8:30 am to   8:45 am    Registration
  • 8:45 am to   8:50 am   Announcements & Introduction
  • 9:00 am to 12:00 am   Workshop
  • Breaks will be taken
  • Light Refreshments will be available
  • 12:00 pm to 12:15pm  Close Workshop

COST

$40.00 for Members
$45 for Non-Members 

Registration Form

Point of Contact:

Vickie Stephens, CRM, 512 940-3090 OR austinarmachapter@gmail.com

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Jan
24
11:30 AM11:30

January Chapter Meeting

Topics for Presentation to ARMA

  • Information Security and Medical Records
  • The law, including the Public Information Act
  • Identifying a medical record
  • Types of confidential information
  • Collecting, handling, and storing medical records
  • What should and shouldn’t I do with medical records
  • Breach and unauthorized disclosure

CLICK HERE TO RSVP

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  • When: Wednesday, January 24, 2018
  • Time: 11:30 am - 1:00 pm
  • Location: Twin Towers Office Center and Executive Suites, 1106 Clayton Lane, Austin, Texas 78723

 

 

 

 

 

Laura Pfefferle is an Assistant General Counsel at TDLR.  She graduated magna cum laude from the University of New Orleans, and from the Tulane University School of Law where she was a member of the Tulane Law Review and a managing editor of the Environmental Law Journal, and received a certificate in Environmental Law.  She formerly worked for the Texas Office of the Attorney General under John Cornyn and Greg Abbott, for the Texas Commission on Environmental Quality (TCEQ), and for the Texas Department of State Health Services (DSHS).  She has experience with record retention and open records as a state attorney for 16 years, and temporarily served as the TDLR open records attorney until the new position was filled.  She is currently developing the agency medical records training course for TDLR.

 

 

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Dec
7
6:00 PM18:00

Austin ARMA Holiday Social

Please join us for our annual Austin ARMA Holiday Social. There will be food, fun, games, and prizes! Chapter Members and their significant other are invited! Light appetizers will be served.

When: Thursday, December 7th
Time: 6:00 PM to 9:00 PM
Where: Abel's North, 4001 West Parmer Lane, Austin, Texas
78727

RSVP to this event here.

For those who wish to participate there will be a White Elephant gift exchange. Please bring a wrapped gift between $10.00 to $20.00.

Austin ARMA will also be collecting money and new toy donations for Operation Blue Santa.

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Nov
28
8:30 AM08:30

November Chapter Workshop - Records Program Basics

ARMA Austin Presents: Records Program Basics

When:      Tuesday, November 28, 2017
Time:        8:30 am – 12:00 pm
Location: Twin Towers Office Center and Executive
Suites, 1106 Clayton Lane, Austin, Texas 78723
(Public Meeting Room, 125E)

Records Program Basics

Some of the most important assets your company/agency have are records and information produced during the normal course of business.  Managing those assets can be challenging at best.  The ultimate goal of a records and information program is to provide the right information to the right person, at the right time, in a cost-efficient and effective manner.

This session addresses basic program components, based on records and information management principles, along with the means to market and benchmark progress.  This session is an excellent introduction to establishing a new program or updating an existing one.   

Agenda:

Basic Records and Information Management
Developing the Program Framework
Best Practices
Implementation

Speaker:
Debra Korty, CRM
Corporate Records Analyst  
Office of the City Clerk
Records Management Services
City of Austin

Debra Korty, CRM, is a Corporate Records Analyst for the City of Austin, Texas.  In 2007 she helped to develop and establish a viable records and information management program for the City, and continues to facilitate its maturity.  She also provides RIM consulting services and training to City departments, assisting them with the implementation of the program.  Debra holds an MLIS from the University of Texas in Austin.  She has presented at several ARMA Chapter meetings and workshops in the SW Region and at previous ARMA International conferences.

ARMA International:  http://www.arma.org

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: www.austinarma.com

Registrations should be received by Monday, November 27, 2017 Walk-ins are welcome

Workshop Agenda

  • 8:30 am to   8:45 am    Registration
  • 8:45 am to   8:50 am   Announcements & Introduction
  • 8:50 am to 11:45 am   Workshop
  • Breaks will be taken
  • Light Refreshments will be available
  • 11:45 am to 12:00pm  Close Workshop

COST

$25.00 for Members
$35 for Non-Members 

Registration Form

Point of Contact:

Vickie Stephens, CRM, 512 940-3090 OR austinarmachapter@gmail.com

 

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Nov
8
11:30 AM11:30

November Chapter Meeting

Alaric Robertson, Records Management Officer/ Business Continuity Planning Manager, TDLR presents:

Is your organization interested in saving real money, or hard dollars as we call it? Why not take the time to learn what Texas Department of Licensing and Regulation (TDLR) has done to save tax payer money, improve records retention and create much needed physical space? Pass this invite to your colleagues that may be interested in hearing more about Alaric Robertson’s Six Sigma Black Belt project.

While working in the Office of Innovation Alaric Robertson identified and researched areas for improvement concerning records management within TDLR. From 2006 to 2015, the annual cost of storing and archiving records had consistently risen from $5,000 to over $43,000 and is still steadily increasing. Those numbers do not include other costs like boxes, personnel salaries dedicated to prepping boxes, reams of paper, printer ink, imaging etc. The box quantity increased from 2,100 to 6,100 over a span of 9 years prior to the completion of Alaric’s Six Sigma Project and TDLR was significantly running out of physical storage space.

Alaric initiated and worked with every division and department in TDLR to change TDLR’s records retention schedule in a manner that allowed the agency to dispose of over 4,000 boxes of documents immediately which gave TDLR an immediate cost savings of $90,000 over the following five years. The project was the catalyst for initializing a formal records management program at TDLR.

During our November meeting, you will learn how Alaric used Six Sigma Methods to identify, prioritize and come up with solutions for issues with managing records which has resulted in substantial cost savings. We look forward to seeing you.

Where: This month's meeting will be on Camp Mabry at the Hall of Heroes.
When: 11:30am-1:00pm
Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting.

Click here to RSVP.

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Chapter Meeting Co-Sponsor:


Bio Pic.jpg

Alaric Robertson: After 20 years in the private industry in managerial and directorial roles Alaric began his new journey in the public sector. Alaric started at TDLR five years ago as a process improvement specialist for the former TDLR Process Improvement and Analytics team, served in TDLR’s Office of Innovation as a management analyst and then became one of TDLR’s two Records Management Officers. Alaric has a Bachelors in Business Administration as well as a Master’s in Public Administration from Texas State University and is a Certified Six Sigma Black Belt. Currently, a doctoral student at Grand Canyon University, studying Organizational Leadership with an emphasis in Organizational Development, Alaric contributes his extensive research experience, and numerous years of professional management and business operations experience in the private sector to TDLR. The focus of Alaric Robertson’s role in the office of innovation was to create, develop and facilitate the transition of the agency into more than just another public institution, but into a true learning organization.
 

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Oct
26
11:30 AM11:30

October Chapter Meeting

A Guided Historical Tour of the Texas State Cemetery
Please RSVP by clicking here.

  • When: Thursday, October 26th
  • Time: 11:30 am - 1:00 pm
  • Location: Texas State Cemetery; 909 Navasota Street; Austin, Texas 78702
  • Parking: Parking is available for visitors at the Visitor Center on Navasota Drive between 7th and 11th Streets. Handicap accessible parking is available at the same location.
  • Directions: From IH-35, take the 8th through 3rd Streets exit (234B). Turn east onto 7th Street. Drive six blocks and turn left on Navasota Street. The cemetery will be on the right. 
  • Lunch will be served.
  • Meeting Fee: $5 for members and $10 for non-members and guests (including first time guests); please note that RSVP and payment in advance on the website is preferred but payment by cash, check or credit card is accepted at the meeting
  • Note: Restroom facilities are limited. It is suggested that visitors wear comfortable shoes due to the terrain of the grounds.

For additional information on the Texas State Cemetery click here.  

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Oct
20
5:00 PM17:00

Chapter Networking Event

October 20, 2018 - Networking Event

You are invited to join your fellow chapter members and industry professionals at a networking opportunity!  Join us at the Moontower Saloon. It’s a wonderful outdoor/indoor venue with a serene Austin vibe! This would be a great time to get to know other Austin ARMA members in a relaxed environment, and a fine way to close out the work week!

Come after work around 5:00pm or so. If you have any questions you can email Michelle Stafford at mdstafford@pcsi.org
 

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Jun
28
11:30 AM11:30

June Member Appreciation Meeting

Our Member Appreciation event will be on June 28 at Texas Land and Cattle.

More details to follow soon but mark your calendars!

Click below to RSVP for the event.

MEMBERS

GUESTS
 

Menu

Steak Burger with Cheese*
Our classic burger with LTO, choice of cheese, butter bun, served with crispy fries.  Add crispy bacon sautéed onions or mushrooms .99

Flame Grilled Chicken Sandwich
Grilled chicken breast, smoked bacon, Swiss cheese, honey mustard dressing, butter bun, served with crispy fries.

Hill Country Brisket Sandwich
Our 12-hour smoked brisket, served on a brioche bun with creamy Texas coleslaw, tomato, red onion, tangy BBQ sauce and melted Jack cheese.  Served with crispy fries.

Spicy Chicken Caesar Salad
Our twist on the classic Caesar salad served with grilled chicken breast. Choice of classic or spicy Caesar dressing.

Flame Grilled Chicken Breast
Tender grilled chicken breasts topped with fresh pico de gallo served with mashed potatoes.

Shiner Bock Salmon*
Fresh grilled marinated salmon fillet, bayou aioli, served with southwest rice.

Grilled Shrimp
Two skewers of grilled shrimp basted with garlic butter and fresh lemon, served with southwest rice.

Famous House Smoked Sirloin*
Our 9 oz. signature smoked sirloin, served with garlic mashed potatoes.

Top Sirloin*
Tender 9 oz. sirloin, served with garlic mashed potatoes.

Vegetarian Option (Choose 3)
Grilled Asparagus, Green Beans, Steamed Broccoli, Southwest Rice, Sautéed Mushrooms, Spicy or Classic Caesar Salad, House Salad.

*Consuming raw or undercooked meats, poultry, seafood, shellfish or eggs may increase your risk of foodborne illness, especially if you have certain medical conditions.

Soybean Allergy Note: Customers with a Soybean Oil allergy should avoid any fried items on the menu as soybean oil is used in the fryers.  All other items including sauces use a canola and olive oil blend.

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May
23
11:30 AM11:30

May Chapter Meeting

Phillip Jones, Consulting Manager, Access Sciences Corporation presents:

Philip Jones.jpg

Measuring the Results of and Forecasting Benefits from Records Management: Practical Frameworks for Making the Intangible a Little More Real

In pursuits where human behavior and intangibles play a critical role, like Records Management, calculating benefit isn’t as straight forward as we would like. If we want to make good decisions about where to invest our time and effort, we need a measure of what efforts work, and a way to forecast the potential benefit from those efforts. Fortunately, some smart people in very different fields have shown that you can reduce uncertainty and make better predictions with little hard data. This presentation will look at how to apply some of those principles to Records Management. Using these principles we can begin to reduce the uncertainty in our projects and make more informed and analytical choices. The result? Better decisions and better tools for reacting to the outcome of our efforts.

Philip Jones is a Manager in the Change Management Consulting practice of Access Sciences. He specializes in business process optimization using information management and in leading change in initiatives where information flow is the primary concern. Where possible, he tries to integrate his knowledge of change and user adoption with his projects. He has been at Access Sciences for six years.

Please CLICK HERE to RSVP and pay online for this meeting.

When: Tuesday May 23, 2017
Time: 11:30 AM – 1:00 PM
Location: BBVA Compass Bank, 5800 North Mopac Expressway, Austin, TX 78731
 
Lunch will be provided.
 
Meeting Fee:
(NO REFUNDS, SUBSTITUTIONS ENCOURAGED)
$5 for members
$10 for non-members and guests (including first time guests)

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)
Attendance prize is given out at chapter meetings
Purchase raffle tickets to win an original Austin ARMA Chapter pin

Lunch Sponsor: GRM Document Management

Dessert Sponsor: Access Sciences

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May
19
12:30 PM12:30

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.   

jfrost-onlineiconphoto.jpg

Speaker:
John P. Frost, CRM FAI
Integro
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

COST:
$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.

NO REFUNDS – SUBSTITUTION ENCOURAGED

http://www.austinarma.com/workshop-rsvp
Point of Contact:
Vickie Stephens, CRM, 512 940-3090 OR stephensjvs@gmail.com
ARMA International:  http://www.arma.org

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: www.austinarma.com

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Apr
26
11:30 AM11:30

April Chapter Meeting

Steven.JPG

Presenter: Steven Williams, IGP – Iron Mountain
Steven Williams is Program Manager and Electronic Records and Information Governance expert for Iron Mountain Incorporated. Steven has spent his 19 year career in Information Governance, Records and Information Management, and Management Information Systems both in consulting and as a practitioner. He has a breadth of experience including such verticals as Financial Services and Insurance, Manufacturing, Energy, Technology, Transportation, Entertainment, Human Resources, Higher Education, and Healthcare. Throughout his career, he has been able leverage his interests in retention policy development, electronic records management, and records management program assessment to help organizations better manage their information in compliance withlegal and regulatory requirements

"Managing Your Electronic Records"

Please CLICK HERE to RSVP to this meeting.

When: Wednesday, April 26, 2017
Time: 11:30 AM - 1:00 PM
Location:  BBVA Compass Bank, 5800 North Mopac Expressway, Austin, TX 78731

Lunch will be provided.

Meeting Fee:
$5 for members
$10 for non-members and guests (including first time guests)

CLICK HERE to pay through the website.
*Remember, you can purchase your 2016-2017 Chapter Meeting Prepay card on the chapter website!

Reminders:

We accept credit cards (fees do apply, visit the chapter website for more details)

Attendance prize is given out at chapter meetings

Purchase raffle tickets to win an original Austin ARMA Chapter pin

Lunch Sponsored by: Iron Mountain

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