Introducing ARMA International's GARP® (Generally Accepted Recordkeeping Principles) and How They Apply to Records Managers

ARMA International has been working to develop standards of record keeping and recently introduced GARP®, eight (8) principles of record keeping. Although GARP® is intended as a framework and not a prescriptive, it was designed as a tool for organizations to use for information management and governance of records creation, organization, security, maintenance and other activities used to effectively support recordkeeping for an organization. ARMA's development of these policies has included legal assistance to relate principles to underlying ABA Model Rules and other authorities as they apply.

This session will introduce all eight (8) principles with focus on how each apply to your organization, tips on how to assess your compliance, and steps you can take to apply these principles to your records policies.

Presenter: Lorrie DeCoursey, Sr. Director of Client Development - Vendor Direct Solutions

Lorrie DeCoursey has over 20 years experience designing and marketing back-office support solutions for the professional community. Her focus has been on supporting clients with innovative solutions, including redesigning workflow in delivering records services in an outsourced environment to significantly improve productivity, reduce and stabilize costs and bridge technology with end user requirements. Prior to career as sales consultant for management support solutions, she spent 10 years as Office Administrator with leading national law firms.

CRM Workshop:

The subject of September's CRM tutorial is Management Principles and the Records Management Program (Part 1 of the CRM Exam). Our presenter is Joseph Suster, CRM, and Director of Records Management for the National Archives and Records Administration - Great Lakes Region.

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking
1:00 p.m. CRM Study Group

Address: 500 N. Kingsbury Chicago, IL 60654

Pricing:

• Members: $35.00
• Non-Members: $40.00
• CRM Training: $10.00

Intellectual Property

With the explosion of electronic communications from social media sites to email, managing an organization's e-records is becoming a significant challenge. This session will address important issues surrounding the management of electronically stored information ("ESI"), including electronic discovery, online/offline storage, archives, retention, backup tapes and more. Once you begin to understand and address the issues surrounding ESI you can start to build processes to more effectively manage ESI in your organization.

Learning Objectives:

• Examine the key issues and best practices of managing ESI
• Summarize some of the legal and ethical issues surrounding ESI
• Apply successful retention tools and implementation strategies
• Develop procedures that define how records, in all media, are organized and stored

Presenter: Dana C. Moore, Records & Information Compliance Mgr - Foley & Lardner LLP

Dana C. Moore is the Records & Information Compliance Manager for Foley & Lardner, LLP. She has worked in records management for more than 20 years and has expertise in developing and implementing both new client intake procedures and records management programs. She is also a frequent speaker at ARMA, ALA and ILTA events.

CRM Workshop:

Records Creation and Use (Part 2 of the CRM Exam) presented by Joseph Suster, CRM, Director of Records Management, the National Archives and Records Administration, Great Lakes Region; and Glenn Gercken, CRM, of Ungaretti & Harris.

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking
1:00 p.m. CRM Study Group

Address: 500 N. Kingsbury Chicago, IL 60654

Pricing:

• Members: $35.00
• Non-Members: $40.00
• CRM Training: $10.00

Managing Through Change

When change occurs, whether it's getting promoted, managing a recent merger or dealing with a turbulent economy, it's up to a manager to support and guide employees through the transition process. The ability to lead and manage through challenging times is critical to a company's long-term success. This presentation takes a look at how change affects employees and what steps managers can take to help staff adjust and thrive amidst change.

Presenter: Alison Schmidt, Account Executive - Robert Half Legal

Alison Schmidt is one of Robert Half Legal's top 20 Account Executives worldwide specializing in legal staffing placements. Prior to joining the Robert Half team she worked in Human Resources at Kaye Scholer LLP in Washington, DC. She will be joined by a partner from Protiviti, the consulting arm of Robert Half International, specializing in finance and transactions, operations, technology, litigation, governance, risk and compliance.

CRM Workshop:

The subject of November's CRM tutorial is Records Systems, Storage, and Retrieval (Part 3 of the CRM Exam). Our presenters are Joseph Suster, CRM, and Director of Records Management for the National Archives and Records Administration - Great Lakes Region and Glenn Gercken, CRM of Ungaretti & Harris.

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking
1:00 p.m. CRM Study Group

Please Take Note of The Following:

Lunch Menu

Harvest Buffet
Traditional Roast Turkey Breast, Butternut Squash Ravioli, Roasted Sweet Potatoes

Address: 500 N. Kingsbury Chicago, IL 60654

Pricing:

• Members: $35.00
• Non-Members: $45.00
• CRM Training: $10.00

2010 Holiday Party

"The Season for Sharing and Giving"

During this busy time of year it's nice to take a moment and remember the bigger picture. Join your fellow ARMA Chicago members for an evening of socializing, sharing, and networking while learning about this year's ARMA Chicago "Split the Pot" charity. Housing Opportunities and Maintenance for the Elderly (known as H.O.M.E.) is committed to helping low-income seniors remain independent by providing shopping transportation, home upkeep and repair as well as other support services. Bruce A. Otto, H.O.M.E.'s Executive Director will be speaking about the organization, its history, who they are and more about what they do. Learn more about who we're helping as well as get into the holiday spirit of giving and sharing!

Presenter: Bruce Otto, Member - H.O.M.E.

Bruce Otto joined H.O.M.E. in 2009 and came with over 25 years of non-profit management and leadership experience with LaSalle Street Church in Chicago and as the founder of the LaSalle Foundation. While at the Foundation he led in the development of Maple Pointe, a 342 unit affordable seniors apartment complex and Cornerstone Center, a 50,000 square foot community services center.

After weathering a difficult first year both financially and programmatically, Bruce is excited about a strategic planning process that has begun and other encouraging developments in the organization.

Agenda:

5:00 PM - Unofficial Social Hour, Devon Seafood Grille Upstairs Bar
6:00 PM - Registration and Networking, Devon Seafood Grille Downstairs Private Dining Room
6:30 PM - Welcome and Introductions
6:35 PM - Bruce A. Otto, Executive Director of H.O.M.E
7:00 PM - Dinner, Networking, Raffle

Please Take Note of The Following:

First Course

Devon Salad (Feta, dried cherries, pine nuts, tomato, honey balsamic dressing)

OR

Caesar Salad

OR

Maine Lobster Bisque

Second Course

Chef's Seasonal Catch with lemon butter, whipped Yukon potatoes, and vegetables

OR

Pan Roasted Chicken Breast with Marsala sage demi-glace, whipped Yukon potatoes, and vegetables

Dessert

Tahitian Vanilla Bean Crème Brulee

Chocolate Velvet Cake

Address: 39 E. Chicago Ave Chicago, IL 60654

Pricing:

• Members: $45.00
• Non-Members: $50.00

Unraveling the New Information Privacy/Security Requirements

With the myriad of new and evolving data privacy/security requirements it's hard to keep up. From HIPAA, to PCI compliance, to the new Massachusetts privacy law, where do you start? This session will not only peel back the layers of the laws to provide a simple explanation of them, but provide actionable steps you can take to get your company into compliance.

Privacy/Security rules explained
The importance of a formal risk assessment
Specific steps to get started to bridge your compliance gaps

Presenter: Pam Hill, Consultant - Hyperion Global Partners

Pam Hill is a business continuity planning, Privacy/Security and certified HIPAA compliance expert who has provided consulting services for a wide variety of industries including financial services, professional services, industrial manufacturing and utilities. Ms. Hill has over twenty years of experience in business continuity planning, risk assessment, and compliance planning and is also an Illinois state certified Fire Fighter, Medic, Fire Marshall and Hazardous Materials Incident Commander. Ms. Hill can be contacted at 217.778.6976 or phill@hyperiongp.com

CRM Workshop:

The subject of January's CRM tutorial is Records Appraisal, Retention, Protection, and Disposition (Part 4 of the CRM Exam). Our presenters are Joseph Suster, CRM, and Director of Records Management for the National Archives and Records Administration - Great Lakes Region and Glenn Gercken, CRM of Ungaretti & Harris.

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking
1:00 p.m. CRM Study Group

Please Take Note of The Following:

LUNCH MENU

Summer in January Buffet
Hot dogs
Hamburgers
Various salads

Address: 500 N. Kingsbury Chicago, IL 60654

Pricing:

• Members: $35.00
• Non-Members: $45.00
• CRM Training: $10.00

Project Management

TBD

Address: 500 N. Kingsbury Chicago, IL 60654

2011 Spring Seminar

Track One (as developed by NAID - National Association for Information Destruction),

1. Who's Watching the Hen House? Screening Data-Related Vendors - Panel discussion (Service Providers and Data Security Practitioners)
2. Crucial Elements of Compliant Data Destruction Policies - Robert Johnson, CEO, National Association for Information Destruction
3. Data Protection's Safe Harbor: Effective Training and Monitoring - Panel discussion (Security, Human Resource, and Privacy Compliance Professionals)
4. Data Breach Reporting: From Investigation to Notification - Joanne McNabb, Chief, California Office of Privacy Protection

Track Two

1. Compliance in the Cloud - Mary Murley and Craig Voss, Program Managers, Iron Mountain
2. Cloud Computing Challenges in the Law Firm presented - Scott Christensen, Director of Information Services at Wildman, Harrold, Allen & Dixon LLP and president of ILTA
3. Working with IT to Manage Cloud Computing Technologies - Laurie Gingrich, CRM National Records Management Director, PricewaterhouseCoopers, Charles Gunti, Market Records Manager, PricewaterhouseCoopers
4. The Cloud Computing Decision - Dave Simmons, Knowledge Management Specialist, General Services Administration

The Spring Seminar is approved for 5 ICRM Certification Maintenance Credits

A flyer is available here: PDF Flyer

Full Session Descriptions

Please Take Note of The Following:

Additional Pricing Options
Join ARMA International and ARMA Chicago ($225 total) at Spring Seminar - Seminar Registration Included!

Half Day Registration - $50 (Lunch not included)

Half Day (Non-ARMA Member) - $80 (Lunch not included)

Post- Seminar Wine & Cheese Networking Reception (Optional) - $10

If you prefer not to register online, a registration form is available for download: PDF Registration Form

Address: 750 S. Halsted Street Chicago, IL 60607

Pricing:

• Members: $80.00
• Non-Members: $100.00

Chicago Bulls vs. Phoenix Suns

Mark Your Calendars for the ARMA Chicago Bulls Game!

ARMA Chicago is pleased to invite our members and their family and friends to what hopes to be an exciting basketball game! We have reserved a block of seats for ARMA Chicago members and their guests which will be available on a first come, first service basis.

To guarantee your tickets for this fun-filled event, click register online and select Paypal. Hurry! Seats are limited! And remember, it's a rarity for the Bulls to play the Suns, so this is a great opportunity at a great low price!

Members wishing to pay by check will need to contact the chapter administrator at armaadmin@armachicago.org. Please remember, however, that because availability is on a first come, first serve basis, only payment by PayPal will be guaranteed to the first fifty who respond.

Please Take Note of The Following:

Due to the timing of when tickets were reserved, there was a $10 increase in the $20 price originally quoted.

Address: 1901 West Madison Street Chicago, IL 60612

Location Details:

Additional information on directions and parking is available at United Center Parking & Directions

Pricing:

• Members: $30.00

Social Media and the Records Manager

The use of social media is exploding: Facebook has more than 500 million users, Twitter has more than 175 million users and LinkedIn has in excess of 90 million users. That doesn't include the 1,000+ social media tools in use around the world. Far from being consumer-focused tools that are designed simply to help you keep track of high school friends or to inform the world what you're having for lunch, social media tools are used for real-world business applications. Applications include marketing, building brand loyalty, establishing technical expertise and creating competitive differentiation.

Despite the many benefits of social media, it creates enormous risks in the context of records management, archiving, data loss and overall corporate exposure. Plus, regulators are beginning to take notice and applying traditional rules for email and other electronic content to social media. Any organization, regardless of the industry in which it operates, must address both the risks and benefits of social media.

Presenter: Michael Osterman, President - Osterman Research, Inc

Michael Osterman is the principal of Osterman Research, Inc., founded in 2001. Since that time, the company has become one of the leading analyst firms in the messaging and collaboration space, providing research, analysis, white papers and other services to companies like Microsoft, IBM, Google, EMC, Symantec, Hewlett Packard and many others. Michael is a frequent speaker at industry and vendor-sponsored events on the topics of archiving, instant messaging, presence and other messaging and collaboration-focused issues. He is also the author of a weekly column on messaging, Web and collaboration issues for Messaging Wire.

CRM Workshop:

The subject of April's CRM tutorial is Written Case Studies (Part 6 of the CRM Exam). Our presenters are Joseph Suster, CRM, and Director of Records Management for the National Archives and Records Administration - Great Lakes Region and Glenn Gercken, CRM of Ungaretti & Harris.

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking
1:00 p.m. CRM Study Group

Please Take Note of The Following:

LUNCH MENU
Tomato Basil Soup
Kingsbury Salad
Chocolate Velvet Cake

Address: 500 N. Kingsbury Chicago, IL 60654

Pricing:

• Members: $35.00
• Non-Members: $40.00
• CRM Training: $10.00

Facilities and Records: The Good, the Bad and Lessons Learned

Moderator: Larry Bates of Larry Bates & Associates

Panellists: Esther Diamond, Director of Facilities & Office Services, Locke Lord Bissell & Liddell
Diane Brummel, Director of Office Services, SmithAmundsen
Mary Martin, CRM, Records Manager, Argonne National Laboratory
Kevin M. Corrigan, CFM, Director of Administration, Levenfeld Pearlstein

Our panellists have a wide experience dealing with records and facilities. The discussion will include outsourcing office services, outsourcing records, managing physical files and lifecycle points, records center and workroom design, the basics of buildings, and internal moves and full office moves. It's going to be a great discussion!

Agenda:

9:00 a.m. Board Meeting
10:30 a.m. Presentation
12:00 p.m. Lunch & Networking

Please Take Note of The Following:

LUNCH MENU
Italian Buffet
Mesclun Greens
Sliced Cucumber & Tomato Salad
Vegetable Antipasto Salad
Roasted Red Peppers
Pasta Primavera with Pesto

Address: 500 N. Kingsbury Chicago, IL 60654

Award Banquet 2011

The time has come to celebrate the RIM profession and the people who have made a difference in our professional lives!

Please join us at ARMA Chicago's Year-End Celebration/Awards Dinner!

On this night, we acknowledge our accomplishments and those of our colleagues! We applaud all of our hard work and show our appreciation for our professional relationships! We also have a lot of fun! Please come celebrate with us!

Address: 150 N. Dearborn Chicago, IL 60601

Location Details:

Petterino's
312-422-0150
www.petterinos.com
Valet Parking $14

Pricing:

• Members: $45.00