Forum on Records Retention & Electronic Information Management — May 28-29, 2013 — Toronto

On May 28 and 29, Susan Nickle, co-founder of Wortzman Nickle Professional Corporation (an e-discovery law firm), and I will co-chair The Canadian Institute’s Forum on Records Retention & Electronic Information Management.

The forum is designed to provide records and information management (RIM) professionals and in-house legal counsel with innovative risk management strategies to manage and enforce records retention policies.  The sessions will help organizations to:
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  • Control Policy Enforcement
  • Reduce Costs
  • Improve Efficiency and Productivity
  • Assimilate New Technologies
  • Ensure Regulatory Compliance
  • Minimize Litigation Risks
  • Safeguard Vital Information
  • Support Better Management Decision Making
  • Preserve the Corporate Memory
  • Foster Professionalism in Running Your Business


Speakers include well-known RIM professionals such as Marcia Douglas (Deloitte), Dominic Jaar (KPMG Canada), Bruce Miller (RIMTech), and Rick Sterling (WesternIM), as well as legal experts such as Susan Nickle (Wortzman Nickle Professional Corporation).

Click here to read more detailed information or download the brochure.

In addition to co-chairing duties, I will present on the topic “In-Depth Strategies to Mitigate the Risk of Your Records Retention Policy Being Terminated at the Implementation Stage” (May 28, 10:00 am). This session will provide:

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  • Essential guidance required at the policy drafting stage to accurately manage expectations and ensure execution
  • Practical strategies to secure senior management support for retention policy compliance and to avoid costly compliance breaches
  • Proven techniques to modify the implementation of your records retention policy in the face of large scale budget cuts
  • Innovative tactics to keep implementation running smoothly across your organization when there is achange in management


 Note: The early bird deadline for reduced registration fee ends on April 5, 2013.  Mention my name when you register and you will receive an additional $200 discount.


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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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