2016 Ontario Connections Access, Privacy, Security & Records Management — June 6-7 — Toronto

I will be speaking in Toronto on June 6 and 7 at the annual Ontario Connections conference.  There are two sessions, a one-day workshop on Records Retention Scheduling, and a 1 hour talk on BYOD (Bring Your Own Device)

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Records Retention Scheduling

(June 6, 9am-4pm)

A comprehensive and defensible records retention schedule provides many business benefits such as ensuring the retention of records providing evidence of past and present activities to meet accountability obligations and reducing records storage and retrieval costs by eliminating – as early as possible and in an authorized, systematic manner – records which are no longer required. This workshop will provide the information you need to develop a defensible records retention schedule for your organization.

Key Learning Objectives

  • Understand the benefits of defensible records retention and disposition practices
  • Learn how to develop a records retention schedule for your organization
  • Learn how to research records retention requirements in Canadian law



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BYOD (Bring Your Own Device)

(June 7, 2:05pm-3:05pm)

This session will explore the benefits, risks, and RIM challenges of using employee-owned devices (e.g. smartphones, tablets, laptops, etc.) to connect to corporate networks or access corporate data and information. Strategies and solutions for managing the RIM, security, and privacy challenges posed by those devices will also be presented.


Note:  the Records Retention Scheduling workshop on June 6 * may be purchased as a standalone 1 day registration or in addition to the conference registration fee

For more information please see the conference website at http://www.eventsystempro.net/on2016/index


Jun 06 - 07, 2016


All Day

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The Old Mill Inn
21 Old Mill Road


Ontario Connections
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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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