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 XVII

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

Wednesday, June 26, 2019

Keynote Speaker: 


Laurence Brewer 

Chief Records Officer for the U.S. Government





Jeanette Plante

Director, Office of Records Management Policy

Department of Justice 


Laura M. Besong

Departmental Records and Information Officer

U.S. Department of Labor  


Mark Patrick

Chief, Information Management Division 
The Joint Staff Secretariat 

Department of Defense 


Michael Lorde

Office 365 - Records Management Technical Specialist 



Kris McFail

Head, Records Management Section

Division of Administrative Services

National Science Foundation



NARA Executive Panel:  


Gary Rauchfuss

Director, Records Management Training Program

National Archives and Records Administration 


Don Rosen

Director, Records Management Oversight and Reporting

National Archives and Records Administration 


John Martinez

Supervisory Electronic Records Policy Analyst

National Archives and Records Administration 



Wednesday, June 26, 2019

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.


This Potomac Forum Training Workshop will help agencies comply and meet NARA records management requirements.

As Agencies work to meet upcoming deadlines for managing federal government records, NARA continues to focus on ways to help agencies implement electronic records management including  shared services, training, digitization, GSA partnerships, and how to manage emails and other records  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 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report  and Records Management Self-Assessment) will be discussed.

The Chief Records Officer for 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 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 its implementation
  • To understand the lessons learned from the 2018 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.

Instructor-based training; speakers from federal government; group interactive exercise(s) to fine tune knowledge of Category Management for multiple perspective 


7:30am Registration and Continental Breakfast

Welcome and Logistics for the Day 


Art Chantker, President, Potomac Forum 


Strategic Perspectives on Modernizing Records Managements

Insights on the Evolving Landscape of Records and Information Management from the U.S. Chief Records Officer 

Laurence Brewer, Chief Records Officer for the U.S. Government

National Archives and Records Administration  


NARA Executive Panel: What Agencies Need to Know


- Working with Federal Agencies – What NARA can do to help improve Government Records Management 

- Changes to NARA's RM Training and Certification Efforts

- FERMI (Federal Records Management Initiative)  

- NARA's RM Oversight and Reporting Responsibilities

- Updates from the Latest Records Management Reporting

- NARA's Digitization Regulations


Gary Rauchfuss, Director, Records Management Training Program, NARA 

Don Rosen, Director, Records Management Oversight and Reporting, NARA

John Martinez, Supervisory Electronic Records Policy Analyst, NARA


10:45am Refreshment Break 

Holistic Apporach to Records Management
This is an extremely well received presentation of a Holistic Approach to Records Management from a Senior Executive Responsible for Information Management at the Highest Levels of DOD and is Applicable to Both Civilian and DOD Communities).

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 


Hosted Working Luncheon


Students will be presented with a discussion topic and a student table leader will report-out during the afternoon session

1:00pm Report-out by Student Table Leaders from Working Luncheon

Records Managers Panel: "Real World" Perspectives 

How Agencies are preparing the 2019 NARA Electronic Records Deadline
Current perspectives  

Records Management and the Cloud 
Blockchain and Records Management

Working with the Senior Accountable Official 
Lessons Learned from Real World Experiences in Coordination with the CIO Office 
Privacy Act and Records Management

Government Panelists: 

Jeanette Plante, Director, Office of Records Management Policy, Department of Justice 

Laura M. Besong, Departmental Records and Information Officer, U.S. Department of Labor 

Kris McFail, Head, Records Management Section, Division of Administrative Services, National Science Foundation

Blockchain and Government Records Management - View from NARA                                                                           


2:45pm  Refreshment Break 

Microsoft Office 365 and Government Records Management: CAPSTONE and More.
Previous government students at Potomac Forum Records Management Workshops have discussed the use of Microsoft Office for Records Management

In response to questions, Potomac Forum invited Microsoft to discuss Office 365, CAPSTONE and Records Management


Michael Lord, Office 365 - Records Management Technical Specialist, Microsoft Corporation


The Changing Climate in Records Management: 

Preparing for the Future! 

Records Management in the future-changing paradigm

Innovative approaches for Lifecycle management
Overcoming obstacles 
New Technologies - Blockchain, IoT and more...

Mitch Farbstein, Vice President, Feith Systems 

4:45pm Wrap-up and Q&A 
5:00pm Workshop Adjourns


*Agenda is subject to change 

Registration Information: 


Early Bird Registration Fee

June 15, 2019

Registration Fee

After June 15, 2019

Government Employees:
(Federal, State or Local Government Issued ID)




Industry and Contractors: 

(Including contractors on-site and in direct support of government agencies).

$895 $995

Team “Learn Together” Rate: 

3rd  person (and all other subsequent group members) from same office receives a $200 reduction off their registration,

All Day Refreshments, breakfast and Hosted Luncheon

Keynote Speaker: 

Laurence Brewer, CRM

Chief Records Officer for the U.S. Government

National Archives and Records Administration

As the Chief Records Officer for the U.S. Government, Mr. Laurence Brewer leads records management throughout the Federal Government with an emphasis on electronic records. He provides overall direction and guidance for Federal agencies on all aspects of records and information management. This includes overseeing the scheduling and appraisal of Federal records, the development of records management regulations and guidance, and evaluating the effectiveness of records management programs in Federal agencies.

Prior to his current appointment, Mr. Brewer held a number of positions in NARA’s records management program, including management positions working directly with Federal agencies to improve records management government-wide. Most recently, he directed the National Records Management Program, coordinating the activities of headquarters and field records management staff in support of NARA’s overall strategic plan.

Prior to joining NARA in 1999, Mr. Brewer was a records management consultant responsible for managing records management programs at the Environmental Protection Agency and the Virginia Department of Transportation. He has more than 25 years of experience in records and information management and earned his Certified Records Manager (CRM) designation in 1998. Mr. Brewer is also a senior fellow of the Partnership for Public Service’s Excellence in Government Program, which focuses on developing the leadership skills of senior government employees. He holds an M.A. in Political Science from the University of Georgia, and a B.A. in Government from the College of William and Mary.

Guest Speakers: 

Gary Rauchfuss

Director, Records Management Training Program

National Archives and Records Administration 

Dr. Gary Rauchfuss serves as the Director, Records Management Training Program at the National Archives and Records Administration. His past positions include Chief, Learning Innovations and Initiatives Division of the TRADOC Institute for Noncommissioned Officer Professional Development, learning consultant with GR Performance Solutions, and instructional designer/project manager at Computer Sciences Corporation. He performs volunteer curriculum and faculty development work with the Partnership for Peace Consortium and the Africa Center for Strategic Studies.

Gary holds a Ph.D. in Education from Capella University, a M.S. in Education from Old Dominion University and a B.S. in Management from University of Maryland University College. His professional interests include investigation and application of evidenced-based instructional design practices, application of educational technology, and accelerating development of expertise.

Don Rosen

Director of Records Management Oversight and Reporting
National Archives and Records Administration (NARA)


Donald Rosen is the Director of Records Management Oversight and Reporting at the National Archives and Records Administration. In this position, he leads multiple teams in providing records management oversight to federal agencies. Prior to this position he served as the the Director of Policy, Analysis and Enforcement within the same office where he was responsible for the development of ERM policies and guidance including the Managing Government Record Directive.
Prior to joining NARA in 2008, Don spent 15 years in the private sector working with both Federal and commercial clients on a variety of records and information management engagements. He holds a Masters degree in Technology Management from the University of Maryland and Bachelors degree from George Mason University.

Jeanette Plante

Director, Office of Records Management Policy
Department of Justice


Jeanette Plante began her career as a trial lawyer in 1981 in a civil litigation practice in the private sector and then moved to the public sector in 1991 as an Assistant United States Attorney in the District of Maryland.  In 1994, Ms. Plante joined the Executive Office for United States Attorneys as a Special Assistant United States Attorney where she worked on a wide variety of technology policy issues.  She served as the liaison to the Civil Chiefs Working Group under the Attorney General’s Advisory Committee, was the EOUSA representative on the Department of Justice Civil Justice Reform Working Group, led the Department’s move to electronic case filing with the Federal Courts, and worked on a variety of issues related to electronic case filing, privacy, ediscovery, law enforcement information sharing of electronic information, and electronic records and information management.


            In June 2005, Ms. Plante was named the Director of the newly created Office of Records Management Policy ( ORMP) for the United States Department of Justice and continues to serve there as the Director and the Records Officer for the Department of Justice.   Since the issuance of the OMB/NARA M-12-18 Directive on Managing Government Records, Ms. Plante and her staff have focused on outlining a strategic direction for meeting the goals of the OMB/NARA Directive.  Projects include the development and implementation of policy and tools for identification of critical RIM program elements, a governance framework for RIM, a departmental business taxonomy, a tool for housing the Justice Records Control Schedule that supports file plan development and inventory maintenance, and a RIM Certification process--known as RIMCert.  ORMP has also created a RIM Maturity model that serves as the foundation for RIM program assessment across the Department of Justice, and has also initiated a mentoring program pilot to test a mentoring approach for RIM Manager training and support.  ORMP has issued policy and identified business requirements for Capstone, electronic mail, electronic messaging, digitizing and scanning, social media, and recordkeeping for litigation case files.


Ms. Plante continues to work on program and project management, and strategic development of the Department’s Records and Information Management Program.


John Martinez

Supervisory Electronic Records Policy Analyst

National Archives and Records Administration 

John Martinez is a Supervisory Electronic Records Policy Analyst in the Office of the Chief Records Officer for the U.S. Government at the National Archives and Records Administration (NARA). He serves on the Records Management Policy and Standards Team within the Records Management Policy and Outreach Program. The team is responsible for developing records management guidance for Federal Agencies, primarily file format and metadata guidance for the transfer of permanent electronic records, and for the development of regulations for the digitization of records. John has held positions in various parts of NARA including the Electronic and Special Media Records Services Division, Policy and Communications Staff, and the Office of Innovation. Prior to joining NARA, he was Publications Coordinator and Data Manager at the National Security Archive at George Washington University.

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.

Laura Besong

Departmental Records Officer 

Department of Labor


Laura Besong is the Departmental Records Officer for the U.S. Department of Labor. She previously served as the Agency Records Officer for the U.S. Merit Systems Protection Board, and began her Federal career at the U.S. Department of Education in their Records and Document Management Division. Laura brings broad, multi-faceted experience directing large-scale records management audits, overseeing enterprise-wide electronic management system acquisitions, facilitating briefings for political appointees and senior officials, and developing and issuing records management policies and directives. Prior to joining the Federal government, Laura worked for the University of Maryland, College Park in their Leadership Gifts Office. Before relocating the Washington D.C. metropolitan area, Laura worked in the hospitality industry where she coordinated weddings and events. Laura holds a Bachelor of Arts degree in arts and performance from Arizona State University, a Master of Public Administration degree from the University of Baltimore, a Certificate of Federal Records Management Training from the National Archives and Records Administration, and is an active member of the Federal Records Officer Network’s leadership team.

Michael Lord

Office 365 - Records Management Technical Specialist 



Michael Lord serves as an Office 365 Technical Specialist supporting Microsoft Federal. His area of expertise includes the collaboration technologies within Office 365 and their parent technologies, such as Exchange, SharePoint, OneDrive, and Microsoft Teams. With over 20 years of experience in data analytics, database design, and data warehousing, he currently supports U.S. Government customers in accelerating their knowledge of data management and digital transformation in the cloud. His efforts include evangelization and architecture/design of Records Management in the Microsoft Office 365 Cloud.

Michael holds an M.B.A. from the University of Maryland – College Park and a B.A. in Geography from the University of Mary Washington. His professional interests are still heavily integrated in database technologies and is an active member of the cybersecurity community.

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.

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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