Austin ARMA Chapter

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  • Seminar - Records Ringleaders: Leading the Circus of Records and Data Management

Seminar - Records Ringleaders: Leading the Circus of Records and Data Management

  • Friday, February 02, 2024
  • 7:30 AM - 4:00 PM
  • Austin Energy Headquarters, 4815 Mueller Blvd. Austin, TX 78723



Check-in and Networking - 7:30 am

Light Breakfast Refreshments - 8:00 am

The Show Begins at 9:00 am


Virtual Lobby Opens - 8:00 am CST

The Show Begins at 9:00 am CST


Austin ARMA Seminar 2024_Schedule 1.26.24.pdf

Session 1

9:15 am

Wendy McLain, CRM, Sr. Manager Enterprise Content & Records Management

Not My Circus, Not My Monkeys is no longer an option!

As RIM/IG leaders we manage programs, people, and technology. As the new year unfolds, you and your teams will certainly be impacted by technology, but our success will rely on people and our response to change. How do you motivate yourself and your teams to learn new technologies, accept change, and fully embrace the future? How do you leverage tenured employees' experience when their jobs are changing, and they are struggling to keep up?

Session 2

Sarah Holleman, TRS Records Management Officer and Historian

Taming the Circus of Microsoft Governance: A Case Study in Applying Purview Features to an Existing Environment

Get ready for an exhilarating training session! Over the past 18 months, the Teacher Retirement System of Texas (TRS) has been on a mission, diligently applying Microsoft Purview labels and policies. But that's not all – they've expanded their reach to Teams, OneDrive, and Outlook.

Join us in this workshop as we dive into TRS' goals, unveil their strategic approach, and tackle the roadblocks they've overcome. It's a journey worth exploring!

Session 3 (Lunch)

Kevin Waldrup, MBA, CRM, IGP, CRM Liaison

The Juggling Act: IGP & CRM Certifications: Which one is right for me?  

Are you caught in the toss-up between IGP and CRM certifications? This isn't just a seminar; it's your guide to the carnival of career advancement. We'll spin plates of knowledge and throw balls of wisdom as we unravel the mysteries of each certification.  This is one juggling act you won't want to miss!

Session 4

Andrew Ysasi, MS


Vice President, Advocacy - VRC Companies, LLC

Chairman, ICRM - 2023

Cyber Circus: Mastering the High-Wire Act of IG & Cybersecurity in Records Management Organizations face myriad security concerns; sometimes, understanding these concerns can be overwhelming.  IG professionals must understand security threats to their organizations and the information they are charged to protect.  This presentation explores current threats and how an IG professional can help cybersecurity professionals safeguard data.   IG professionals attending this session will learn theoretical and practical knowledge on protecting data from a Certified Information Security Manager (CISM), a Certified Records Manager (CRM), and an instructor at San Jose State Universities MARA program.  

Session 5

President and Principal Consultant
Athro Consulting

Bringing Your RIM Program Under the Big Top with a RIM Playbook

Are your policies, procedures, job aids, etc. scattered from Clown Alley to across all three rings? Bring them together under the Big Top with a RIM Playbook!

This workshop will introduce attendees to the concept of the RIM playbook - the list of “plays” that keep the RIM program running. In this interactive presentation, we’ll review the purpose and value of having a playbook (and not just for RIM!) and the specific benefits building one offers to the organization including centralization and standardization. We’ll also walk through the structure of the playbook and the structure of the individual plays. We’ll conclude with a look at how to actually build and maintain a RIM playbook. Attendees will receive an editable template including suggested RIM plays that they can use to develop their own RIM playbooks.

Speaker Bios:

Wendy McLain, CRM

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.

Sarah Holleman

Sarah Holleman has been with TRS since 2018 and serves as the TRS Records Management Officer and Historian.  Her roles include overseeing the Records Information Management Team, the Imaging Team and the Quality Control Team. She serves as the SME for many projects in the agency and is the Project Lead for what we are discussing today. Prior to TRS, Sarah was employed with the City of Bryan, worked with UT and Trinity University in San Antonio, worked with the George HW Bush library in College Station and also spent some time with the State Department in Paris. Sarah completed her undergraduate with Texas A&M and obtained a Masters of Science in Information Studies from the University of Texas.

Kevin Waldrup, MBA, CRM, IGP

Kevin Waldrup is the Information Administrator with the City of Austin’s Convention Center Department. Kevin has over 24 years of experience in Records and Information 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 has served on the Austin Chapter Board of Directors as Education Chair, Vice-President, Chapter President, Immediate Past-President, and currently serves as the Institute of Certified Records Managers Liaison. Kevin also served on the ARMA Southwest Region Board as Chapter Advisor of Education and Programming.

Kevin has a Bachelor of Business Administration degree from Sam Houston State University and a Master of Business Administration degree from Amberton University. He earned his designation as a Certified Records Manager in 2007, and his designation as an Information Governance Professional in 2019.


Andrew Ysasi (EE-SA-SEE), MS, CRM/CIGO, IGP, CIP, FIP, CIPM, CISM, PMP, has 25 years of experience in executive leadership and information governance. As Vice President of Advocacy for VRC, Andrew mentors, educates, and volunteers with the IG community on behalf of VRC. In addition to VRC, he served as the Chairman of the ICRM in 2023, is an instructor at San Jose State University's MARA program, is the President of IG GURU®, and a resume expert with Admovio®, where his work is published on In the past, Andrew contributed to ARMA's IGBOK and Wiley's Information Governance, Second Edition. Andrew has a Master of Science in Administration from Central Michigan University, a Bachelor of Science in Information Technology, certificates in Data Analytics from the Wharton School at the University of Pennsylvania, and Data Privacy Strategy from Cornell.


Jesse Wilkins, CIP, CIPP/US, CIPM, IGP, CRM, CIGO, EDP, ICE-CCP, has worked in the information management industry for more than 25 years as an end user, vendor, consultant, and trainer. His areas of expertise include information governance, records management, enterprise content management, social media governance, and training and certification development and delivery. He has worked with a variety of clients including energy firms, utilities, retailers, and U.S. and international Federal and local government agencies. Jesse is an internationally sought-after speaker and author on information management topics and has presented more than 800 keynotes and educational sessions at AIIM, ARMA, ARMA Canada, MER, and many other industry conferences and events. He has also delivered more than 200 workshops on information management to companies and government agencies around the world. He is recognized for his ability to explain and clarify complex information management topics. Jesse has earned numerous certifications and designations in a variety of information management disciplines. He has received the ARMA Britt Literary Award and the AIIM Education Award. In 2020 he was enrolled in the AIIM Company of Fellows as Fellow #223. In 2022 he was inducted into InfoGov.Net's Information Governance Hall of Honor. For additional detail on Jesse's background and expertise please see his LinkedIn profile at

Continuing Education Credit:

This year's seminar has been pre-approved for 5.00 CMPs with the ICRM. Pre-Approval codes will be sent to attendees after the seminar.

Parking Information:

For in person attendees, we will meet at the Austin Energy Headquarters located at 4815 Mueller Blvd, Austin, TX 78723. Enter the garage on Garcia street. Free visitor parking is on the left. 

Please be sure to park in the Austin Energy garage. You will not be required to pull a ticket. Limited parking is available on the street.

Virtual Attendance Information:

The link to the virtual seminar was sent out January 31, 2024 via email. Please reach out to if you registered for virtual attendance and did not receive the email with the link. 

Contact Us:

P.O. Box 27435, Austin, TX 78731-3064

(512) 937-3347 (leave a message for a return call)

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