Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

Managing Government Records (RM) Training Workshop XVI

Latest Information on Records Management from NARA, Government Records Managers, and Industry Experts

Thursday, September 13, 2018

On site registration will be available at the Willard. Online registration is now closed

 

 

Keynote Speaker:

 

Lisa Haralampus 

Director, Records Management Policy and Outreach
Office of the Chief Records Officer
National Archives and Records Administration

 

 

Government Speakers:

 

Courtney Anderson

Electronic Records Policy Analyst

Office of the Chief Records Officer (OCRO)

National Archives and Records Administration (NARA)

 

David D Alspach
Departmental Records Officer
Policy Planning & Management Division
Office of the Chief Information Officer
Department of the Interior

 

Rachel E. Frier

Records Management Branch Chief

Federal Emergency Management Agency (FEMA)

U.S. Department of Homeland Security

 

Timothy J. Kootz
Departmental Records Officer
Department of State
(awaiting agency approval)

 

Patti Stockman
NASA Records Officer
Office of the Chief Information Officer
 

Mark Patrick

Chief, Information Management Division, The Joint Staff Secretariat

Department of Defense (DOD)

 

Wendy L Couch

Chief Records Officer

Department of Commerce

 

Steve Poe

Management Analyst

Records and Privacy

Government Accountability Office (GAO)

 

Mitch Farbstein

Vice President
Feith Systems

 

 

 

 

 

 

 

Additional government speakers awaiting agency approval.

 

Thursday, September 13, 2018

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.

Overview: 

This Potomac Forum Training Workshop will help agencies to comply and meet the NARA requirements.

 

NARA is focusing on Agencies working on the next deadlines for federal government electronic records, email in the cloud, improved methods for contracting for records management services partnering with GSA and other government-wide initiatives.  Agencies continue to focus on email retention and management in accordance with regulations and policy and e-discovery. It is important to understand how the NARA/OMB regulations and deadlines will impact your agency.

 

This one-day Potomac Forum Workshop will focus on the activities mandated by the NARA/OMB Records Management Directive and related management issues and initiatives. Key executives from NARA and government agencies will discuss the  current state of government records management and compliance with policy, regulations and best practices.   Lessons learned from the recent Federal Agency Records Management 2017 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report  and Records Management Self-Assessment) will be discussed. 

 

The Chief Records Office of the U.S. Government will present the Workshop Keynote and a special follow-on panel with the NARA Executive Leaders will discuss current and proposed government-wide records management initiatives.

 

 

 

What You Will Learn: 

• Lessons learned from the   Federal Agency Records Management 2017 Annual Report

• What needs to be done to comply with the deadlines imposed by OMB M-12-18

• How the role of technology will evolve in the achievement of OMB M-12-18’s goals including Cloud Computing

• What the components of a sustainable Records Management program will be in this new environment

• How the Senior Agency Officials can and are making a difference in improving the management of government records – Lessons Learned from the SAO reporting

• NARA Requirements for managing email – lessons learned from news events - Complying with the Law - the Federal Records Act and what it means for email and other records losses

• Specific agency actions to be completed in response to the Directive by 2019

*  Update Your Knowledge of NARA Oversight Responsibilities and Agency Responsibilities

 * Update Your Knowledge of the  FERMI (Federal Records Management Initiative)

*  Learn about the new NARA Training Initiatives

• and more....

 

 

Why You Should Attend: 

• To gain a clear understanding of OMB M-12-18 and lessons learned from it implementation

• To understand the lessons learned from the 2017 Federal Agency Records Management Report

• To assist you in getting the best start on the many changes OMB M-12-18 will bring to your agency

• To learn key funding strategies to help your agency implement solutions to meet its objectives

• Hear from other government officials about the practical aspects of complying with the Directive

• Ensure success of your Records Management Program as you implement the Directive

• Lessons Learned since the publication of the Directive

• Understand the NARA requirements for email management – avoiding embarrassing non-conformance

• Understand email retention regulation, policy, and legislation

 

 

Who Should Attend: 

• CIOs and the Staff including technical staff involved with Records Management

• Senior Agency Officials (SAOs) for Records Management and those who report to or support  the SRO 

• IGs and Staff

• All those with responsibility for initiating and carrying out the reforms mentioned in the President’s Records Management Directive

• Professionals responsible for managing information resources on an enterprise-wide basis

• Those needing to understand latest NARA policy and guidance

• Contracting, Procurement and Acquisition Management Professionals

• Program Managers Who Must Understand Records Management in Government

• Government executives who want to understand email retention and records management regulation, policy, and legislation.

• Industry Partners

  • Records Managers and staff.

 

Format: 

Lecture and class discussions.

Agenda: 

 

7:30am

Registration and Continental Breakfast

8:30am

Welcome and Logistics for the Day

Art Chantker, President, Potomac Forum

8:45am

Strategic Perspectives on Modernizing Records Management

Insights from the U.S. Chief Records Officer

Lisa Haralampus, Director, Records Management Policy and Outreach, Office of the Chief Records Officer
National Archives and Records Administration

 

9:15am

NARA Executive Panel: What Agencies Need to Know

  • Oversight Responsibilities
  •  FERMI (Federal Records Management Initiative)
  • Working with the Agencies – What NARA can do to help improve Government Records Management 
  • Update from the latest Senior Accountable Official (SAO)
  • Lessons Learned from the 2017 Federal Agency Records Management  Annual Report
  • New Initiatives

-Lisa Haralampus, Director, Records Management Policy and Outreach, Office of the Chief Records Officer
National Archives and Records Administration

- Arian Ravanbakhsh, Supervisory Records Management, Policy Analyst, Office of the Chief Records Officer (OCRO), National Archives and Records Administration (NARA)

Courtney Anderson,  Electronic Records Policy Analyst,  Office of the Chief Records Officer (OCRO), National Archives and Records Administration (NARA)

10:45am

Refreshment Break

11:00am

Records Management at the Department of Interior:

Our Departmental Records Schedule and CAPSTONE

David D Alspach, Departmental Records Officer, Policy Planning & Management Division, Office of the Chief Information Officer, US Department of the Interior- 

12:00 noon

Hosted Working Luncheon  

1:00pm

Discussion from  Working Luncheon   

1:15pm

Records Managers Panel:  “Real World”  Perspectives

  • How Agencies are preparing for the 2019  NARA Electronic Records Deadline
  • Current perspectives on email management
  • Records Management and the Cloud
  • Working with the Senior Accountable Official
  • Lessons Learned from Real World Experiences in Coordination with the CIO Office
  • Privacy Act and Records Management

Moderator: Art Chantker, President, Potomac Forum

Government Panelists 

Rachel E. Frier, Records Management Branch Chief, Federal Emergency Management Agency (FEMA)

U.S. Department of Homeland Security

Timothy J. Kootz, Departmental Records Officer, Department of State

Patti Stockman, NASA Records Officer, Office of the Chief Information Officer

Wendy L Couch, Chief Records Officer, Department of Commerce

Steve Poe, Management Analyst, Records and Privacy 

GAO

2:45pm

Refreshment Break

3:00pm

Holistic Records Management

Mr. Patrick will discuss records management as a subset of a holistic approach to managing all of an organization’s data. Whether electronic, paper, or resident in the minds of its employees, an organization’s business information must be instantaneously accessible so senior leaders can make data-driven decisions at the speed their jobs require. This is a journey of many steps - some involving people, process, and technology.

Comparisons will be drawn between the DoD Joint Staff’s journey and your own organizations’ making this a highly impactful session for information, records, knowledge, IT, and legal professionals alike.

- Mark Patrick, Chief, Information Management Division, The Joint Staff Secretariat

 Department of Defense (DOD)

3:45pm

The Changing Climate in Records Management:
Preparing for the future!

  • Records Management in the future – changing paradigm
  • Innovative approaches for Lifecyle management
  • Overcoming obstacles
  • New Technologies – Blockchain, IoT and more….

Mitch Farbstein, Vice President, Feith Systems

4:45pm

Wrap-up and Q&A

5:00 pm

Workshop Adjourns

 

Registration Information: 

  Early Bird Registration Fee AFTER August. 31th
Government Employees:
(Federal, State or Local Government Issued ID)
$695 
Special Reduced Rates in Support of Government Budget Reductions
$795
Team Rate: Send a team to learn together. Register two person and the 3rd and additional are 50% off the standard rate.
Industry and Contractors:
(Including contractors on-site and in direct support of government agencies).

$795
$895

Registration Includes: Presentations, Workshop Notebook, Continental Breakfast, All Day Refreshments and Hosted Luncheon

Keynote Speaker: 

Lisa Haralampus

Director, Records Management Policy and Outreach
Office of the Chief Records Officer
National Archives and Records Administration

 

Lisa Haralampus is the Director of the Records Management Policy and Outreach program in the Office of the Chief Records Officer for the U.S. Government at the National Archives and Records Administration (NARA).

 

The program develops and issues records management policies and guidance to federal agencies. These policies and guidance relate to records management standards, technology, and processes. She is also responsible for overseeing how NARA tracks, implements, and manages the Managing Government Records Directive (M-12-18) issued in 2012 by OMB and NARA.

 

Ms. Haralampus has over 24 years’ experience in federal government records and information programs working at NARA and the U.S. Department of State.  She has experience developing and implementing enterprise-wide information management policies and training.  She also has experience developing and operating multi-million dollar IT systems to maintain and provide access to electronic archives.  

 

Ms. Haralampus has a master's degree in Library and Information Science (MLS) from the Catholic University of America and is a certified Project Management Professional (PMP).

 

Guest Speakers: 

Courtney Anderson

Electronic Records Policy Analyst

Records Management Policy and Program Support Team

National Archives and Records Administration (NARA)

Courtney Anderson joined the National Archives and Records Administration (NARA) in 2015 as an Electronic Records Policy Analyst on the Records Management Policy and Program Support Team. At NARA, Ms. Anderson serves as the project lead for the Federal Electronic Records Modernization Initiative (FERMI), NARA’s effort to develop a comprehensive Government-wide strategy for procuring records management services and solutions. Prior to joining NARA, she worked for 8 years as a Management Analyst at the U.S. Government Accountability Office (GAO), Records and Privacy Program. At GAO, Ms. Anderson supported the implementation of a Capstone approach to email management and an agency-wide electronic records management system.

 

Ms. Anderson has been working in the field of government records and information management for over 10 years. She earned her Master’s in Library Science (MLS) from the University of Maryland, and currently serves as the Director of Education of the Metro Maryland ARMA Chapter.

Mark Patrick

Chief, Information Management Division

Joint Chiefs of Staff

Department of Defense 

 

For more than five years Mark Patrick has overseen the Records Management Program of the Joint Staff and Combatant Commands on behalf of the Chairman of the Joint Chiefs of Staff.  His 40-person division manages the official corporate record archive for the “Top Five” of the Joint Staff—the Chairman and Vice Chairman of the Joint Chiefs of Staff, the Assistant to the Chairman, Director and Vice Director.  The Information Management Division portfolio includes research for current business, e-discovery, Enterprise Content Management policy, the Freedom of Information Act program, Automatic Declassification, policy and forms program management.

Rachel E. Frier

Records Management Branch Chief

Federal Emergency Management Agency (FEMA)

U.S. Department of Homeland Security

 

 

 

 

Bio coming soon!

Patti Stockman

NASA PRIVACY ACT AND RECORDS OFFICER

OFFICE OF THE CIO, CAPTIAL PLANNING AND GOVERNANCE       

NASA

 

Patti Stockman has served as NASA Privacy Act and Records Officer since 2002, becoming highly respected throughout NASA and across other agencies as an expert in her fields.

 

Patti joined the NASA team in 1985, working several years in both Procurement and the Space Station Freedom Projects Office before moving to the information management world of the Johnson Space Center CIO community in Houston. 

 

Believing that information assets are the most valuable and lasting contributions of NASA, Ms. Stockman has led significant initiatives in scheduling records, developing and implementing policies and training, and overseeing massive records disposition and transfers to the National Archives from closing Constellation and Shuttle programs.  She overhauled NASA’s policy to bring Records Management into the digital records age of the 21st century.

 

Ms. Stockman holds a Bachelor’s degree from Michigan State University and a Master’s in Human Resource Management from University of Houston-Clear Lake.

 

 

Timothy J. Kootz

Departmental Records Officer

Department of State

(awaiting agency approval)

 

Bio coming soon!

Wendy L Couch

Chief Records Officer

Department of Commerce

 

Wendy Couch has over 25 years of government experience, including program management. Wendy has been the Department of Commerce Chief Records Officer since 2013, and is a co-founder of the Federal Records Officer Network (FRON).

 

Mitch Farbstein

Vice President
Feith Systems

 

Mitch Farbstein has been Vice President of Sales for Feith Systems for over 20 years, helping establish Feith’s Enterprise BPM and Records Management footprint.

 

After beginning his technology career in data processing in 1978 and focusing on ECM starting in 1986, Mitch joined Feith in 1993 where his strong technical background and knowledge of diverse computing platforms and business experience provided a strong foundation for architecting Enterprise and Records Management Solutions.

 

Mitch holds BS and MS degrees in education/biology from Bucknell University, where he earned multiple votes for the 1971 Heisman Trophy, and was inducted into the school’s Athletics Hall of Fame in 1991.

 

Mitch established Records Management University for Feith in 2014. This unique on-line series of more than 50 original classes has provided over 5,000 registered records managers and technicians practical and insightful information on records management as an integral component of the information lifecycle. The classes are free and attendees can earn continuing education credits from the ICRM, IGP and AIIM.

David Alspach

Office of the Secretary

U.S. Department of the Interior

 

Dave holds a Bachelor of Science degree in Management Information Systems from Bowling Green State University and a Master's in Business Administration degree from the University of Dayton.  Dave has over twenty years private sector experience in various Information Technology and Customer Services roles implementing and supporting global and enterprise applications. 

 

Since joining the Federal workforce in 2010, Dave has held positions responsible for Capital, Planning, Privacy, Paperwork Reduction Act, and Records Management.  In 2012 Dave became the Officer of the Secretary Records Officer for DOI and in 2016 was promoted to the Departmental Records Officer position.  During this time Dave has been an integral part of development and implementation of DOI's Electronic Records Management Program and has led the development of DOI's innovative Departmental Records Schedule initiative.  Dave is also a 2017 graduate of the Excellence in Government Fellows Program at the Partnership for Public Service.

Cancellation Policy: 

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

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