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certification

ARMA Canada conference pre-con: “The CRM or CRA: From Application to Certification and Examinations Parts 1-6”

Paula Sutton, the ICRM’s Regent of Legislation and Appeals, and I will present this pre-con on May 28th at the ARMA Canada conference in Toronto. Here’s the session description: Have you considered, or are you actively planning to pursue, a formal certification in the field of Records and Information Management (RIM)? Do you want to

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electronic records

Observations from The Canadian Institute’s Forum on Records Retention & Electronic Information Management

It was my privilege to co-chair this forum on Records Retention & Electronic Information Management from May 28-29, 2013 with Susan Nickle of Wortzman Nickle Professional Corporation. The Canadian Institute assembled an excellent group of industry experts to explore records retention and diverse electronic information management topics such as cloud computing, outsourcing data storage and processing,

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disaster recovery

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. 

In addition to co-chairing duties, I will be presenting 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).

 Mention my name when you register and you will receive an additional $200 discount.

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ARMA

Call for Speakers: 2013 ARMA Canada Conference

Second Update (December 18):  The deadline for applications has been extended a second time.  You have until January 11 to submit your speaking applications.

ARMA Canada has issued its call for speakers and poster session presenters for the upcoming 2013 ARMA Canada conference to be held in Saskatoon, June 2-5, 2013.

The 2013 conference theme for 2013 is “Mining RIM Resources”, and applications for sessions are being accepted in four domains.

Applications close on December 1, 2012, so don’t delay!  For more information or to apply, visit the conference site.

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  • About the Author

  • Sheila Portrait
    Sheila Taylor
  • Sheila Taylor is a well known consultant, educator, speaker and writer with more than 25 years of experience in the information management (IM) field.

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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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