ARMA Canada Conference — June 12-15 — Halifax NS

The annual ARMA Canada Conference this year will be held in Halifax from June 12-15.  I will co-present 3 sessions with Rae Lynn Haliday (ICRM Chairman) on Wednesday June 15, all on topics relating to Certified Records Manager (CRM) certification

  1. The CRM: From Application to Certification and Examinations Parts 1-5 (a 2 part session)
  2. Overview of Part 6 of the CRM Exam

I will also be at the CRM booth in the Exhibit Hall from Sunday evening (June 12) through Tuesday afternoon (June 14) for anyone who would like to drop by.

To get more information or to register, please visit


Jun 15, 2016


8:30 am - 12:00 pm

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Halifax World Trade Conference Centre
1800 Argyle St


ARMA Canada
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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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