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

The Forum of Choice for Government & Industry Training Since 1982

POSTPONED: Managing Government Records (RM) Training Workshop XV

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

Thursday, December 7, 2017

As of Monday, 12/4, this workshop is postponed. The new date is expected to be in late January 2018.

 

Keynote Speaker:

 

Laurence Brewer

Chief Records Officer for the U.S. Government

National Archives and Records Administration (NARA)

 

 

Government Speakers:

 

Don Rosen

Director of Records Management Oversight and Reporting (NARA ACO)

National Archives and Records Administration (NARA)

 

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)

 

Mark Patrick

Chief, Information Management Division, The Joint Staff Secretariat

Department of Defense (DOD)

 

Tim Kootz

Records Management Division Chief

Office of Information Programs and Services, Bureau of Administration

Department of State

 

Walter Bohorfoush

Director, Records Management Office

Chief Records Officer

Office of the Secretary of Transportation

Department of Transportation (DOT)

 

Mark Mandel, CRM, CIP

ECM/RM Solution Architect

OpenText Public Sector Solutions

 

Cheryl Smith, CRM

Senior Records Manager

Customer Value Partners

 

 

Additional government speakers pending agency approval.

 

Thursday, December 7, 2017

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: 

Statement by the Archivist of the United States in the Federal Agency Records Management 2016 Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report and Records Management Self-Assessment)

 

 “Overall, the great majority of Federal agencies reported they have met, or will meet, the major goals and actions outlined in the Directive. They are working towards successfully managing email electronically and are following recordkeeping requirements prescribed by Federal statutes and regulations. These are critical milestones to improving records management throughout the Federal Government. However, there is still work to be done. The SAORMs in each agency must continue to lead and drive the change that needs to happen if we are to realize the Directive’s complete vision of a fully digital and open Government.”  

DAVID S. FERRIERO Archivist of the United States

 

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 electrocic 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 2016 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 October 2, 2017 Federal Agency Records Management 2016 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 IRS news event - 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
  • and more....
Why You Should Attend: 

  • To gain a clear understanding of OMB M-12-18
  • To understand the lessons learned from the Oct 2016 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: 

  • Records Managers and staff.
  • 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
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

 

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

 

9:15am NARA Executive Panel: What Agencies Need to Know
  • FERMI (Federal Records Management Initiative)
  • Capstone email assessment (approach and report findings)
  • Digitization and transfer format guidance approach based on draft policy
  • Direction we're heading/data we're hearing on Web guidance
  • Possibly 2019 success criteria

 

- Don Rosen, Director of Records Management Oversight and Reporting (NARA ACO), National Archives and Records Administration (NARA)

- 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)

 

10:30am

Refreshment Break

 

10:45am

The Convergence of Cybersecurity, Information Governance, and Records Management

This presentation will provide insights on how Information Governance and Records Management complement each other, and how they both serve as very important components of an enterprise Cybersecurity strategy.

  • The importance of a strategy for Email and network shares for supporting the mission and protection of data
  •  Best practices for managing electronic files during their active use
  • Best practices for enterprise taxonomy to support the mission
  • Best practices for records management transparency and automated disposition

 

Mark Mandel, EIM Architect

 

11:45am

Hosted Working Luncheon with Report Out

Attendees will be asked to discuss a specific Records Management Topic related to morning’s presentations. A luncheon table representative will be asked to summarize the discussion and "Report Out" to the workshop attendees.  Lunch is served at the beginning of the period. 

 

1:00pm

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 with assistance of the instructor

 

1:15pm

M-12-18 - Digital Transformation – Records Management and the Cloud: 
Lessons Learned and Best Practices Panel

  • Lessons learned from recent headlines
  • Best practice recommendations
  • Key experiences from agency records officers
  • What is working, what is not

 

Moderator:

Mark Mandel, CRM, CIP, ECM/RM Solution Architect, OpenText Public Sector Solutions

 

Panelists:

- Tim Kootz, Records Management Division Chief, Office of Information Programs and Services, Bureau of Administration, U.S. Department of State

- Walter Bohorfoush, Director, Records Management Office, Chief Records Officer, Office of the Secretary of Transportation, Department of Transportation (DOT)

Cheryl Smith, CRM , Senior Records Manager, Customer Value Partners 

 

Additional government speakers awaiting agency confirmation.

 

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

Records Schedule Modernization Strategies to Support Electronic Record Keeping and Lessons Learned

  • Simplified functional records schedules are essential to the success of electronic records management.  This presentation provides the features and benefits of big bucket schedules. 
  • Processes for creating modern schedules are presented.  In addition, implementation challenges and pitfalls to avoid will be covered along with success factors for determining your results. 

 

Cheryl Smith, CRM , Senior Records Manager, Customer Value Partners 

 

4:45pm

Wrap-up and Q&A

 

4:50pm

Workshop Adjourns

Post workshop discussions with instructors on specific individual topics.

 

 

Registration Information: 

  Early Bird Registration Fee AFTER Nov. 24
Government Employees:
(Federal, State or Local Government Issued ID)
$695 
Special Reduced Rates in Support of Government Budget Reductions
Now $795
Team Rate: Send a team to learn together. Register two employees from the same office at the same time and the third person registers at $200 off the current rate.
Industry and Contractors:
(Including contractors on-site and in direct support of government agencies).
$795
 
Now $895

Registration Includes: Presentations, Workshop Notebook, Continental Breakfast, All Day Refreshments 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, Mr. 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: 

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 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. In addition, Don served as NARA’s representative to the International Organization for Standardization’s (ISO) Committee TC 46/SC11 (Archives and Records Management) where he works collaboratively with other countries in developing records management standards. 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 Master’s degree in Technology Management from the University of Maryland and Bachelor’s degree from George Mason University.

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.

Mark Mandel, CRM, BPMm, ERMm, CDIA+

Records Management Solution Architect
OpenText Public Sector Solutions

 

 

Mr. Mandel is the Records Management Solution Architect for OpenText Public Sector Solutions (OTPSS). Mr. Mandel has 38 years of experience designing and implementing technology solutions that include document imaging, document and records management, workflow and related technologies. Prior to joining OpenText, Mr. Mandel was the Chief Records Officer and Archivist for the District of Columbia.

 

Mr. Mandel is a Certified Records Manager, an Electronic Records Management Master, a Business Process Management Master, and a Certified Document Imaging Architect.  Mr. Mandel’s skills include solution architecture for ECM engagements, program and project management, and development of policy and procedures for document and records management programs.  As an industry veteran, Mr. Mandel is a member of the AIIM Company of Fellows and served on the AIIM International Board of Directors from 2007 to 2009. He is active with both AIIM and ARMA, having served as president of the National Capitol Chapter of AIIM and the Northern Virginia Chapter of ARMA, and is a frequent speaker at industry events.

Tim Kootz

Records Management Division Chief

Office of Information Programs and Services, Bureau of Administration

U.S. Department of State

 

Bio coming soon!

Mark Patrick

Chief, Information Management Division
Joint Staff Secretariat
Department of Defense (DOD)

 

For more than nine 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.

Cheryl Smith, CRM

Senior Records Manager

Customer Value Partners

 

Cheryl Smith has over 35 years’ experience in records and information management, quality assurance, and program management, including 25 years supporting Federal government customers. She is a Senior Records Manager with Customer Value Partners (CVP), supporting a digital transformation project at the Department of State. Prior to that she was Information Governance Specialist at NetSmith, Inc.  She supported the U.S. Government Accountability Office as RM Strategist for their enterprise electronic records management program, and she assisted with development of their simplified big-bucket retention schedules. She has also worked with several executive branch agencies to help them develop new policies and update their out-of-date retention schedules for electronic records. She is a Certified Records Manager (CRM), a Certified Information Professional (CIP), and has an MS in Library Science from Drexel University.  She is the President of the Metro Maryland ARMA Chapter and is on the Executive Board of the National Capital Chapter of AIIM.

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.

Walter Bohorfoush

Director, Records Management Office

Chief Records Officer

Office of the Secretary of Transportation

Department of Transportation (DOT)

 

Walter Bohorfoush is the Director of the Record Management Office at the Department of Transportation and serves as the Department’s Chief Records Officer. In this position, he supports the records management life cycle needs for over 60,000 federal and contractor employees at the Department. In previous positions, he served as the Director of the Office of Systems Integration and Records Management at the National Highway Traffic Safety Administration.

He was the Electronic Records Management Team Leader at the United States Patent and Trademark Office and he managed the Technical Service’s Branch at the Center for Electronic Records at the National Archives and Records Administration. He has been enabling Information Technology to meet customers’ requirements and expectations since 1975 (when it was still called Data Processing). He has a Bachelor’s Degree in Computer Science from the University of Maryland, a Master’s Degree in Computer Science from Johns Hopkins University, and is also a Certified Federal Records Manager.

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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