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  • ARMA San Antonio Annual Seminar 2023

ARMA San Antonio Annual Seminar 2023

  • Friday, February 17, 2023
  • 7:30 AM - 4:30 PM
  • NuStar Energy - 19003 W Interstate 10, SA, TX 78257

ARMA San Antonio

Annual Seminar 2023

Offering BOGO registration for Austin ARMA chapter members! Register for two people and choose option to pay later to receive BOGO offer.


Legal Holds - Records Management - Ethics in eDiscovery - Cyber Security - Email Management in M365

Make your plans to attend the 2023 ARMA San Antonio Chapter Annual Seminar, Friday, February 17th for guidance with your Records Information Management, Information Governance, eDiscovery, and Cybersecurity challenges. This event offers sessions on an array of subjects of interest to Records Managers, Information Governance, IT, Legal, Privacy and Security Managers, and all levels of the records information profession. You are sure to find value in networking with RIM professionals and learn from those who have faced the same challenges as you.

The sessions will be relevant, engaging and focused on the following subjects:  Legal Holds, Records Management, Retention Schedule Management, Ethics in eDiscovery, Cyber Security, and Email Management in M365.  All session presentations are guaranteed to be dynamic and informative, you won't want to miss any of them!

Cost:  $99 (includes breakfast, snacks and lunch and bring a friend for free!)

CLES Currently Approved Include:

ARMA (CRM): 6 hours (IGP is Pending)

AIIM (CIP): 6 hours

TX MCLE (Legal): 1 hour (additional hour(s) are pending approval)


Session 1:

Staying Ahead of the Curve: Navigating Evolving Record Retention Requirements

In this Session, Andrea Lipari and T'Don Marquis, will talk about some of the complex challenges surrounding record retention management while discussing strategies for staying compliant and mitigating risk. They will cover:

  • Understanding the regulatory Landscape for record retention
  • How to develop and implement an effective records retention policy
  • Utilizing policy management tools to stay compliant and manage risk
  • Best practices for dealing with challenges and changes in record retention requirements


2023 and Beyond, a Legal Review in Modern eDiscovery with Judge Xavier Rodriguez and Judge Ron Hedges

 Honorable Xavier Rodriguez is a former Texas Supreme Court Justice and currently sits on the bench as a United
States District Judge for the Western District of Texas. Born in San Antonio, Texas, he received his bachelor’s degree from Harvard University, a master’s degree from the University of Texas LBJ School of
Public Affairs and a Doctor of Jurisprudence degree from the University of Texas Law School. Prior to assuming the bench, he was a partner in the international law firm of Fulbright & Jaworski (now known as Norton Rose Fulbright). He was board certified in labor and employment law by the Texas Board of Legal Specialization. He served in the U.S. Army Reserve Judge Advocate General's Corps and has served on the board of directors of several charitable organizations across Texas. Judge Rodriguez is a frequent speaker on continuing legal education seminars and has authored numerous articles regarding employment law, discovery, and arbitration issues. He is the editor of Essentials of E-Discovery (TexasBarBooks 2d ed. 2021). He is a member of The Sedona Conference Judicial Advisory Board, the Georgetown Advanced E-Discovery Institute Advisory Board, the EDRM Global Advisory Council, and serves as the Distinguished Visiting Jurist-in-Residence and adjunct professor of law at the St. Mary’s University School of Law. He was elected to membership in the American Law Institute and is a Fellow of the American Bar Foundation and the Texas Bar Foundation. In 2011 he was awarded the Rosewood Gavel Award for outstanding judicial service from the St. Mary's University School of Law. In 2017, he received the State Bar of Texas Gene Cavin Award for Excellence in CLE, recognizing his long-term contributions to continuing legal education. In 2021, he was presented the Texas Bar Foundation’s Samuel Pessarra Outstanding Jurist Award and the TexasBarCle’s Pat Nester Innovation in Professional Development Award. He is the Immediate Past Chair of the State Bar of Texas Litigation Section, Past Chair of the State Bar of Texas Labor and Employment Law Section and Past Chair of the State Bar of Texas Continuing Legal Education Committee.

 Honorable Ronald J. Hedges is the Principal of Ronald J. Hedges LLC. He served as a United States Magistrate Judge in the District of New Jersey for over 20 years. Ron speaks and writes on a variety of topics, many of which are related to electronic information, including procedural and substantive criminal law, information governance, litigation  management, and integration of new technologies such as artificial intelligence into existing information governance policies and procedures. Among other things, Ron is the chair of the Court Technology Committee of the Judicial Division of the ABA and the co-chair of the NYSBA Committee on Technology and the Legal Profession. He is the lead author of a guide for federal judges on electronically stored information, Managing Discovery of Electronic Information: A Pocket Guide for Judges, Third Edition (Federal Judicial Center: 2017). He is also the Co-Senior Editor of The Sedona Conference Cooperation Proclamation: Resources for the Judiciary, Third Edition.

Session 2:

Topic: Defensibly Downsizing Your Data: Where to Start with Records Retention and Defensible Deletion

Eric P. Mandel is a Principal Consultant at Innovative Driven and a well-recognized thought leader with his name on numerous publications from The Sedona Conference, EDRM, ACEDS, BNA and MinnCLE addressing legal and technological challenges in the eDiscovery, information governance and data privacy and protection.

In this session Eric will discuss how many companies are buried in massive volumes of outdated records and information, and those volumes continue to grow at alarming rates. Legal risks, data breach exposure, and e-discovery costs as well as the high price tag to store, manage, and search through massive amounts of information have propelled records retention from the back burner to red-hot issue in information governance.

ARMA International Review with Wendy McLain

Wendy McLain, MLIS, CRM, has 30+ years of experience in records and information governance in government, petrochemical, engineering, and healthcare. In partnership with IT, Legal, Compliance, and other stakeholders, she drives ongoing compliance, synergies, and process improvements. Wendy believes experienced professionals have a duty to give back through volunteerism and mentoring. She has served in local and international roles throughout her career, including committee member, committee chair, regent, director, and president for organizations such as ICRM and ARMA. She enjoys sharing advice and encouragement with the next generation of professionals as they begin to navigate the challenging world of RIM/IG.

Session 3:

Why stick with a cookie-cutter retention schedule for your government when you can customize?

Katherine Hoffman is a Government Information Analyst at the Texas State Library and Archives Commission. She holds a bachelor’s degree in English from the University of Richmond and a master’s degree in Information Studies from the University of Texas at Austin. Before switching to records management, she worked in libraries for over ten years including five years as a law librarian. She enjoys puzzling over tricky questions and connecting people with the information they need.

In this presentation we will discuss the basics of records management for state agencies, public universities, and local governments in Texas. We will also discuss why and how to customize your government's retention schedule.

Session 4:

The Tone At the Top: Post Breach Analysis

Edward Contreras is a Security  and Risk transformation leader focused on knowledge sharing across multiple industries. Edward has guided companies through global breaches, risk transformations, and complete security rebuilds. Working in an industry built on fear and impacted by chaos, Edward has proven to be a calm partner focused on protecting the company, brand, customers, and employees.

In this session Edward will discuss:

  • why breaches cause such a variation in cost.
  • Why do some breaches make the headlines while others go un-noticed.
  • What happens in a company when a breach occurs.
  • What is it like in the executive board room of the organized chaos?
  • Tips on how to navigate the turbulent waters of a breach.

Session 5: Email Management in M365

Full Agenda Coming Soon! 


NuStar Energy L.P.

19003 W Interstate 10

San Antonio, TX 78216


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