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

 

Speakers:

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

 

Courtney Anderson
Electronic Records Policy Analyst
Office of the Chief Records Officer 
National Archives and Records Administration

 

Jeanette Plante
Director, Office of Records Management Policy
Department of Justice (invited)

 

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 (invited)

 

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

 

Michael Lorde
Office 365 - Records Management Technical Specialist
Microsoft 

 

Rosendo ‘Red’ Molina
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.

Overview: 

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
Format: 

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

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 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  

9:15am

NARA Executive Panel: 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

 

Courtney Anderson
Electronic Records Policy Analyst
Office of the Chief Records Officer  
National Archives and Records Administration

10:45am

Refreshment Break 

11:00am

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 
(invited)

12:00pm 

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

1:15pm

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 (invited)

 

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

   (additional panel members awaiting confirmation)

2:45pm 

Refreshment Break 

3:00pm

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

3:45pm

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
OpenText Public Sector

4:45pm

Wrap-up and Q&A 

5:00pm

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)
$795

 

 

$895

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).

 

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.

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.

 

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 

Microsoft 

 

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.

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. 

 

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