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

The Forum of Choice for Government & Industry Training Since 1982

The New Managing Government Records Directive from OMB and NARA (OMB M12-18 – Aug 24, 2012) Training Workshop

What You Need to Know to Effectively Implement the Directive and Comply With Its Goals, Objectives and Requirements

Thursday, September 27, 2012

Registration is now closed as of 2:00 pm. Onsite registration will be available at the Willard Intercontinental Hotel at 7:30am, September 27, 2012. Workshop Seats for On-Site Registration are Guaranteed. For questions, please call 703-683-1613.

On August 24, 2012,  OMB  Acting Director, Jeffrey D. Zients and David S. Ferriero, Archivist of the United States jointly issued M12-18:

SUBJECT: Managing Government Records Directive

This Potomac Forum Workshop provides training on improving the understanding of the memo, effectively implementing the August 24th OMB/NARA Directive and best practices to implement the Directive.

Guest Speakers:


NARA Keynote:
Arian Ravanbakhsh

 Office of Modern Records

National Archives and Records Administration


Sharon Whitt
Director of Information Quality and Records Management
Export-Import Bank


Deborah Armentrout

NRC Agency Records Office and Chief

Records and Archives Services

U.S. Nuclear Regulatory Commission (NRC)


Don Hagen

Associate Director for Product Management and Acquisition,

National Technical Information Service (NTIS)


Peter Heldt

Program Manager and Senior Scientist,
Office of the Chief Information Officer,
Federal Aviation Administration


Thursday, September 27, 2012

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 β€œ12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.


This one-day Potomac Forum Workshop will focus on the activities mandated by the NARA/OMB Records Management Directive. The Directive will set forth specific Federal government records management policy changes flowing from President Obama’s November 28th, 2011 Memo to Heads of the Executive Departments and Agencies. Key Executives from NARA and Government Agencies will discuss the directive and its implementation. Detailed review and analysis of the directive will be presented to help agencies better understand what they need to do and how to do it.


Goals of this workshop are:
•    Provide attendees with a clear idea of the changes envisioned in the Directive,
•    Describe the developing roadmap that will lead to realizing these changes, and
•    Describe the steps individual records managers can do now to align their work with the records management future the Directive envisions.


What You Will Learn: 

•    What needs to be done to comply with the provisions of the Directive
•    Guidance for agencies on how to  implement the President’s Directive
•    How the relationship between NARA and Federal agencies will change
•    How the role of technology will evolve in the achievement of the Directive’s goals
•    What this initiative will mean for Federal records management in the long and short term.
•    What the components of a sustainable Records Management program will be in this new environment.
•    A better idea of the commitment of time and resources needed to comply with the Directive.

Why You Should Attend: 

•    To assist you in getting the best start on the many changes the Directive will bring to how Federal records are managed
•    To gain a clear understanding of the President’s Records Management Directive
•    To be able to take the actions mandated by the President’s RM Directive
•    Learn about compliance and regulatory requirements of the Directive
•    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

Who Should Attend: 

•    Government Records Managers
•    Appointed or Potential Senior Records Officials (New Executive Position Established by the Directive)
•    All those with responsibility for initiating and carrying out the reforms mentioned in the President’s Records Management Directive
•    CIO's and the Staff including technical staff involved with RM  
•    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
•    IGs and Staff
•    Program Managers Who Must Understand Records Management in Government
•    Industry Partners


This workshop will combine keynote presentations by NARA, lectures on implementing the Directive, real world examples and discussions to provide a through, enjoyable day of learning.


7:30AM Registration and Continental Breakfast
8:30AM Welcome and Logistics for the Day
Art Chantker, President, Potomac Forum, Ltd.

NARA Keynote: Arian Ravanbakhsh, Policy Analyst
Office of Modern Records,NARA

The Records Management Directive: The View From NARA
A Key NARA Executive will provide the NARA perspectives on the Records Management Memo.



Managing the Change it Envisions
How agencies can best to cope with the changes the Directive


Sharon Whitt, Director of Information Quality and Records Management, Export-Import Bank
10:45AM Refreshment Break

Specific Milestones in the Directive and
The relationship of NARA and the agencies

  • Agency Responsibilities
  • NARA Responsibilities
  • How the responsibilities will change, and how to get the most from this change
  • Specific Agency Milestones and What they mean


Tom Munzer,Certified Records Project Manager,

Vistronix, Inc.



Hosted Working Luncheon with Report Out  
Attendees will be asked to discuss potential Agency challenges relating to implementing the Directive.  A luncheon table representative will be asked to summarize the challenges and “Report Out” to the Workshop



Report Out from Luncheon Assignment and Class Discussion
The Designated “Report Out” representatives will brief the results of the working lunch discussion and the class will discuss how to overcome the challenges (this is a not-for-attribution, “off the record” discussion). Facilitated Discussion and List of “Take Aways”   for attendees



 Government Panel discussion with Q&A: Agency Perspectives
Government Agency Records Management Leaders will Provide their insight and plans for implementing the  Directive


Moderator: Tom Munzer,

Certified Records Project Manager, Vistronix, Inc.


Q& A From the Attendees:



Sharon Whitt, Director of Information Quality and Records Management, Export-Import Bank


Deborah Armentrout, NRC Agency Records Officer and Chief,  Records and Archives Services,

U.S. Nuclear Regulatory Commission (NRC)


Don Hagen, Associate Director for Product Management and Acquisition, National Technical Information Service (NTIS)

2:30PM Refreshment Break

FAA Planned Response to the  OMB/NARA Directive & Initiatives and Identifying Risks for Records Management Modernization


Peter Heldt, Program Manager and Senior Scientist,
Office of the Chief Information Officer,
Federal Aviation Administration



Preparing to Implement the RM Directive


Mark Mandel, CRM, BPMm, ERMm, CDIA+

Open Text, Public Sector Solutions



The final push towards ERM:Summary



Wrap up and Q&A

4:45PM Workshop Adjourns

Agenda Subject to Change

Registration Information: 

Government Employees: $995 (Federal, State or Local Government Issued ID)
Reduced Registration Rates in Support of Government Budget Reductions:
Now $895


Industry and Contractors: $1,095 (Including contractors on-site and in direct support of government agencies).
Reduced registration Rates:
Now $995

Registration Includes: Presentations, Workshop Notebook with presentations, Continental Breakfast, Hosted Working Luncheon at the Willard, and AM and PM refreshment Breaks.

Government Registrations are given First Preference!
Send a Government Team Rate: To Encourage Your Government Team to Learn Together.
Register two persons from the same government office at the same time and the third registers at 50% of the current registration fee.

Keynote Speaker: 

Arian Ravanbakhsh

Supervisory Records Management Policy Analyst

Office of the Chief Records Officer (OCRO)
National Archives and Records Administration (NARA)


Arian D. Ravanbakhsh currently serves as Supervisory Records Management Policy Analyst in the Office of the Chief Records Officer at the National Archives and Records Administration. Since 2006, he has worked on, and now leads, the Policy and Program Support Team (ACPP). This team is primarily responsible for overseeing the implementation of the Managing Government Records Directive (OMB M-12-18) and developing NARA records management guidance for Federal Agencies.


Previously, he served as a NARA appraisal archivist working with the records of several agencies including the U.S. Navy and the Nuclear Regulatory Commission. Prior to coming to NARA in 2000, Mr. Ravanbakhsh worked for ten years at the Maryland State Archives, eventually becoming the Director of Geographic Services.


He has served on the Board of Directors of NAGARA and as a member of the Society of American Archivists, ARMA International, and the Mid-Atlantic Regional Archives Conference. He holds a B.A. in Political Science from Washington College in Chestertown, MD.

Guest Speakers: 

Sharon Whitt

Director of Information Quality and Records Management
Export-Import Bank


Sharon Whitt has over 15 years of Records Management experience with Federal agencies and organizations ranging from the Executive Office of the President to the National Archives Records Administration to the U.S. Environmental Protection Agency. Currently, Ms. Whitt is the Records Officer for the Export - Import Bank. Before working for the Export-Import Bank, she served as the Program Manager for the Department of the Interior (DOI) - Office of the Secretary where she had oversight for the agency-wide Electronic Records Initiative and the eGov eRulemaking Initiative encompassing all nine DOI rule making Bureaus. Ms. Whitt has enjoyed a long tenure with the National Archives Records Administration (NARA). While working at NARA, Ms. Whitt led the implementation of NARA's internal e-mail electronic records management system for several NARA offices. In addition to representing NARA on the eGov eRulemaking initiative, Ms. Whitt also implemented an electronic document management system for Office of the Federal Register.


Receiving the Silver Medal from the Executive Office of the President (EOP) was a defining moment in Ms. Whitt career and a direct result of her hard work and dedication. Ms. Whitt was responsible for the Clinton e-mail restoration project and defining the business functions for the Enterprise Architecture initiative for the EOP coordination with the White House Presidential Records Office in setting up an electronic tracking system. While working with the Environmental Protection Agency (EPA) - Office of the Inspector General, Ms. Whitt was responsible for the development and implementation of an electronic audit tracking system, a correspondence tracking system, and defining requirements for an electronic investigative tracking system.


Deborah Armentrout

NRC Agency Records Officer and Chief,

Records and Archives Services


Deborah Armentrout, CRM, is the Agency Records Officer at the Nuclear Regulatory Commission (NRC).  Before working at the NRC, Deborah was a Senior Records Analyst with the National Archives and Records Administration (NARA).  While there she served on the Records Management Training Team, the Science Appraisal Team, and led NARA’s Essential Characteristics Team which was assigned to determine properties for electronic records.  Deborah also worked in records management at the Food and Drug Administration, Bechtel Power Corporation, and the Laborers’ International Union.  She is a member of the Nuclear Information and Records Management Association, AIIM, and ARMA, where she is currently serving as the Vice President and the Education Chair of the Metro Maryland Chapter.

Peter Heldt

Program Manager and Senior Scientist,
Office of the Chief Information Officer,
Federal Aviation Administration


Peter Heldt is a Program Manager and Senior Scientist with the Federal Aviation Administration, Office of the Chief Information Officer. He is also the Chair of a newly formed FAA enterprise content management working group that brings together business and technology stakeholders to develop a common strategy for electronic records and document management, e-mail archiving, and e-discovery. In a related effort, Mr. Heldt led the FAA into full compliance with a National Archives and Records Administration mandate for scheduling electronic records. He moreover directed a successful risk assessment into FAA’s existing recordkeeping practices, whose findings helped broker the agency’s efforts toward litigation readiness and broader regulatory compliance. During an extended detail assignment to the FAA, Office of Information Security Assurance, Mr. Heldt brought his technical knowledge to bear on improving cyber intrusion detection capabilities at the FAA Computer Security Incident Response Center that proved instrumental to its subsequent evolution into today’s acclaimed Department of Transportation Cyber Security Management Center.


Mr. Heldt’s background includes a long and distinguished career serving in the private sector, where he held a string of leadership positions as a successful change agent and technologist helping organizations and government agencies achieve mission objectives by applying cutting-edge technology solutions to complex business problems. Mr. Heldt has extensive program management experience in successful large software systems development and IT acquisitions, including managing a multi-national research consortium in achieving breakthrough results in handwriting address recognition technology needed by the U.S. Postal Service. As a scientist, Mr. Heldt’s work has moreover found application in multi-criteria decision-making, automatic target recognition, and medical imaging, as well as earned him international recognition as a speaker at leading research symposia. Mr. Heldt holds advanced degrees in electrical engineering, computer science, and applied physics.

Don Hagen


Associate Director for Product Management and Acquisition,

National Technical Information Service (NTIS)



Don Hagen currently is the Associate Director for Product Management and Acquisition at the National Technical Information Service (NTIS) in Alexandria, Virginia.  Current responsibilities at NTIS include collection development and dissemination for the NTIS bibliographic services and the technical reports collection found in the National Technical Reports Library.  In 2010 Don led the launch of the NTIS Federal Science Repository Service (FSRS) as an upgrade of the historical repository of federal science research.  During this age of digitizing legacy content of various data object formats, developing metadata standards for greater open access to such content and enhancing a perpetual archival environment for important science, Don has championed the NTIS mission for modernizing information management for economic growth.   His professional knowledge base has also improved access to such important information products as the World News Connection (WNC), the Social Security Administration (SSA) Death Master File, and the Drug Enforcement Administration (DEA) Drug Registration File. 


Prior to joining NTIS, Don was a business development officer at the Government Printing Office in Washington, DC.  Most of Don’s career has been spent in private publishing and dissemination services at The Kraus Organization (NY) as a managing director for Bernan and Bernan Press (Lanham, MD) as well as several years at Questel-TeleSystemes. 


Don is the current chair and NTIS principal member of CENDI, the Federal Science and Technology Information Managers group. Don represents government impact and perspective assessments of trends in information management as a member of the National Federation of Advanced Information Services (NFAIS).


Tom Munzer, CRM, CDIA

Certified Records Project Manager,

Vistronix, Inc.



Thomas Munzer, CRM, CDIA+, brings over 25 years of expertise in Records Management to the Vistronix team.  He is a skilled information professional and Project Manager with in-depth expertise in records and information management policy development, and in the evaluation, maintenance, administration, and enhancement of information management systems.  Mr. Munzer is a member of Institute of Certified Records Managers (ICRM), the Association of Records Managers and Administrators (ARMA) and the Association for Image and Information Management (AIIM).  Mr. Munzer has supported a variety of government clients throughout his career such as the Department of the Interior, the Department of Veterans Affairs, the Department of Transportation, and the Department of Justice.  His proven accomplishments include the assessment, analysis, creation, management, and overall improvement of large information systems.  These activities have resulted in enhanced retrieval processes and ensured the integrity of data, and continued client access to critical information for daily enterprise management.  In addition to his records certifications, Mr. Munzer holds a B.A. in International Affairs from The George Washington University, and a Legal Assistant Certificate from Georgetown University.  Mr. Munzer has been a member of the Vistronix team since June 2007.

Mark Mandel, CRM, CIP, BPMm, ERMm


EIM Architects


Mark Mandel is Principal of EIM Architects, Enterprise Information Management Consulting.  He has 40 years of experience in the information management industry and is a frequent speaker at industry events. Mr. Mandel is past president of the National Capitol Chapter of AIIM and the Northern Virginia Chapter of ARMA, and also served on the Board of Directors of AIIM International.  


Mr. Mandel is the former Chief Records Manager and Archivist for the District of Columbia. Mr. Mandel recently retired from OpenText after six and a half years serving primarily Federal clients, and has worked in the past for Sallie Mae and Unisys, among others.  He is an expert in records management, document management, business process management and FOIA.


Mr. Mandel brings a wealth of real world experience to the records management community, offering best practices for solution architecture, implementation methodology, funding, and change management.


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.

  • © 2017-2018 Potomac Forum Ltd. All Rights Reserved
    Copyright also covers all workshop agendas and descriptions
  • 2800 Eisenhower Avenue, Suite 210, Alexandria, Virginia 22314