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

The Forum of Choice for Government & Industry Training Since 1982

Transitioning to Electric Records in Government Training Workshop XVIII

Latest Information on Government Records Management and Transitioning from Paper to Electric Records for New and Experienced Records Management Executives, Managers and Staff

Thursday, December 5, 2019

Keynote Speaker: 

Laurence Brewer 
U. S. Government Chief Records Officer
National Archives and Records Administration



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


Debbie Kramer

Branch Chief

Records and Data Management

U.S. Department of Health & Human Services 


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 


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


Michael Lorde
Office 365 - Records Management Technical Specialist


Sukumar R. Iyer

President & CEO

Brillient Corporation 


Rosendo ‘Red’ Molina

Business Development Director
OpenText Public Sector


Walter Poss

Records Management Subject Matter Expert 

OpenText Public Sector


Stan Wood

Enterprise Information Management Principle Solutions Consultant 

OpenText Public Sector


Thursday, December 5, 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 Eighteenth Records Management Training Workshop from Potomac Forum is presented to  help agencies understand, comply and meet NARA records management requirements and fine tune agency records management plans and programs.  Lessons learned and best practices to transition from paper to electronic records. 

The June 28, 2019. Transition to Electronic Records (OMB/NARA Memo M-19-21)

Requires agencies eliminate paper and use electronic recordkeeping. Some of the high-level goals are:

  • By December 31, 2019, federal agencies will manage all permanent electronic records in an electronic format (1.1)
  • By December 31, 2022, Federal agencies will manage all permanent records in an electronic format and with appropriate metadata. (1.2)
  • By December 31, 2022, Federal agencies will manage all temporary records in an electronic format or store them in commercial records storage facilities. (1.3) 

    The Memo further states that: 

  • Agencies must close agency-operated records storage facilities by Dec 31, 2022. 

Agencies are working to meet upcoming deadlines for transitioning from paper to electronic records.  It is important to understand how the NARA/OMB regulations and deadlines will impact your agency and lessons learned from agency leaders in working toward the OMB/NARA mandates.

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. Government and industry leaders will provide information to help agencies fine tune their records management plans and programs.

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 and transition to electronic records. 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. Key records management executives from  government agencies will discuss the current state of government records management, transition to electronic records and compliance with policy, regulations and best practices

What You Will Learn: 

  • What needs to be done to comply with the deadlines imposed by OMB M-12-19
  • How the role of technology will evolve in the achievement of OMB M-12-19’s goals including Cloud Computing and transitioning to electronic records
  • What the components of a sustainable Records Management program will be in this new electronic records 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 – 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 2022
  • Update Your Knowledge of NARA Oversight Responsibilities and Agency Responsibilities
  • Update Your Knowledge of the  FERMI (Federal Records Management Initiative)
  • and more....
Why You Should Attend: 

  • Gain a clear understanding of OMB M-12-19 and lessons learned from its implementation
  • Understand the lessons learned from the latest Federal Agency Records Management Report
  • Assist you in getting the best start on the many changes OMB M-12-19 will bring to your agency
  • Hear from other government officials about the practical aspects of complying with the Directive and transitioning to electronic records from Agency and Department perspectives
  • Ensure success of your Records Management Program as you implement the Directive
  • Understand the NARA requirements for email management – avoiding embarrassing non-conformance

Understand email retention regulation, policy, and legislation


Who Should Attend: 

  • New and Experience Records Management Executives, 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  OMB Memos and Directives
  • 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

Instructor-based training; spPresentations from NARA,  government and industry leaders in records management.  Interactive discussions and Q&A Periods. 



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 Discussion: What Agencies Need to Know

- Working with Federal Agencies – What NARA is doing to help improve Government Records Management
- FERMI (Federal Electronic Records Modernization Initiative)  
- NARA's Records Management Oversight and Reporting Work
- NARA's Digitization Regulations


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



Refreshment Break 


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... 


Rosendo ‘Red’ Molina

Business Development Director
OpenText Public Sector

Walter Poss

Records Management Subject Matter Expert
OpenText Public Sector

Stan Wood
Enterprise Information Management Principle Solutions Consultant
OpenText Public Sector 


Hosted Working Luncheon

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


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 
Working with the Senior Accountable Official 

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

Moderated by: Sukumar R. Iyer, President & CEO, Brillient Corporation


Government Panelists: 


Debbie Kramer, Branch Chief, Records and Data Management, U.S. Department of Health & Human Services


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



Refreshment Break 


Microsoft Office 365 and Government Records Management: CAPSTONE and More
Previous government students at Potomac Forum Records Management Workshops  requested a discussion of Microsoft Office 365 for Records Management. In response to requests, Potomac Forum invited Microsoft to discuss Office 365, CAPSTONE and Records Management


Michael Lord, Office 365 - Records Management Technical Specialist

Microsoft Corporation 


Holistic Approach 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


Wrap-up and Q&A 


Workshop Adjourns


*Agenda is subject to change

Registration Information: 


Early Bird Registration Fee

Registration Fee

After November 1, 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: 

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).


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.

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.

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.

Sukumar R. Iyer

President & CEO
Brillient Corporation 

Mr. Sukumar Iyer is the founder and President/CEO of Brillient Corporation. He has more than 26 years’ experience in management consulting, information technology and software at Brillient, companies such as Accenture and with Fortune 100 clients in different industry sectors. He has provided assistance and supported numerous Agencies and government customers.


His areas of expertise include business / organizational strategy, data science driven applications and AI driven solutions to deliver client value. Sukumar’s passion lies in understanding a client’s problems or challenges and then crafting and delivering an innovative, cost effective solution. His current focus is on Robotics Process Automation (RPA) and Intelligent Automation and how the tools can be implemented to meet the business needs of government.


Sukumar is active with federal government associations and bodies including the Emerging Technologies COI of the ACT-IAC and is the industry chair of the Intelligent Automation Working Group. He was till recently the Chair of the AFCEA Small Business Committee and is an active member of the National Contracts Management Association (NCMA).


Sukumar graduated with a Master’s degree in Mechanical Engineering from The University of Akron. He is taking flying lessons towards a private pilot’s license and has a variety of hobbies he indulges in when he is not spending time with his children.

Rosendo "Red" Molina

Enterprise Information Management (EIM) Solutions Consultant and
Director at OpenText Public Sector Solutions, Inc


Rosendo ‘Red’ Molina has spent his last thirteen (13) year as an Enterprise Information Management (EIM) solutions consultant / director at OpenText Public Sector Solutions, Inc. In this position he is responsible for the architecture and design of ECM, BPM, and ERP related solutions for Public Sector customers including document and records management, scanning and back-file conversion, business process management, extended ECM for ERP, custom application development, integration, system decommission, and migration. 


Prior to OpenText, Red spent one (1) year as a technical consultant to the US Citizen and Immigration Services working on the recapitalization of the USCIS Immigration Systems and three (3) years as the ECM program manager at Discovery Communications deploying IBM Document Management and related ECM services to Discovery Communications world-wide offices. 


Lastly Red spent eight (8) years as a principal and senior technical consultant at CGI (AMS) working on the NAVSEA NMCI program responsible for overseeing the application rationalization and FISMA compliance process for applications moving onto the NMCI network and as the lead senior analyst and technical consultant for the NAVSEA Acquisition Reform Team – Communities of Practice program. 


Red’s formal education includes studies at Northeastern University in Boston – Industrial Engineering and Information systems and Virginia Tech in Blacksburg – Industrial Engineering Manufacturing Systems. Red resides in Chantilly, VA. 


Walter Poss

Records Management Subject Matter Expert



Walter Poss has spent his last 25+ years consulting as a Subject Matter Expert (SME) on the Records Management (RM) aspects of Enterprise Information Management. In his role as a consultant Walter has successfully designed, implemented, and supported systems at various security levels including classified environments. Walter’s area of specialization extends beyond Records Management and includes design and implementation of solutions for scanning, mitigation of risk and adjudication of events resulting from Insider Threat, eDiscovery, and FOIA. In his current role as a consultant / RM SME Walter promotes and educates government officials and staff on the importance of Records Management. A few examples of his engagements include: Department of Defense, Department of State, Financial Regulatory, Aerospace. Walter has also consulted for various private sector firms in the areas of: Banking, Law, Pharmaceutical, Regulatory, Chemical Manufacturing, Foreign Regulation and Compliance within a Global Enterprise. Walter accomplishes his objectives through the application of his personal experience, best practices, and lessons learned. Walter is an accomplished collaborator, writer, and has presented at several Content and Records Management Conferences. Walters accomplishments include:

White Papers:
• Records Management – Building the organization through training
• Legal Hold architecture and management
• Managing a Records Management project
Work Shops:
• Taxonomy Workshops – Understanding your Organization
• Community Information and Security Modeling
• Communities of Practice Workshops
• eDiscovery, National Archives and Administration (NARA)
• Forensic trained in Electronically Stored Information.

Stan Wood

Enterprise Information Management Principle Solutions Consultant


Stan Wood has spent his last 20+ years as Solutions Consultant in the technology areas of Content and Records Management, Enterprise Resource Planning (ERP) (PeopleSoft & Oracle) and Engineering Design and Modeling (Dassault Systems). In his position as Principal Solution Consultant at OpenText Corporation he provides information management solutions to various government sectors including Department of Defense, Federal & Civilian, and State and Local. In his position he has a particularly strong focus in Information Governance and Records Management. Prior to his work at OpenText Corporation Stan spent 8 years at PeopleSoft designing and deploying enterprise ERP with Customer Relationship Management (CRM) solutions, Field Service, Supply Chain & Logistics, Waste Management & FedEx route optimization with ESRI. Currently Stan lives in the Annapolis area and enjoys boating and cruising on the Chesapeake Bay.

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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