Winter Records Forum 2020  

No one has time for the manual labor of crawling over boxes and clicking through shared drives.   We've had network systems for 40 years, yet the daily operation of many enterprises remains split across folders in file cabinets and folders on shared drives.   This practice creates unnecessary operational risk, hikes operating expense and reduces customer service.   YOU CAN fix this.

How to make the transformation?   First, you get expert, world-class instruction and training on how to understand and improve your RIM practices - assess and break free from old practices to streamline your RIM!   Only then are you are prepared to automate your the management of your information.   This two-day workshop is designed to provide you the tips, strategies, hands-on exercises and tools to reduce your operational risk, lessen expense and improve the performance of your enterprise. 



Fully catered breakfast, lunch & snacks included!

Hotel in adjacent property with discounted room block. Info below.

Approved for CRM, MMC, IGp and WAPRO CEC / training hours!


Lynnwood Convention Center

3711 196th St SW    Lynnwood, WA 98036 



Agenda - Day One

7:15 - 8:00 amRegistration and Breakfast!

Full breakfast provided.

8:00 - 8:10 amWelcome and Introduction!

8:10 - 8:50 amWhy is Disclosure difficult? Are your practices for Records Management the Elephants that are missing from the room?

The nasty reality of a painful records requests is the absence of records and information management (RIM). What is the process to follow when there are no RM practices previously in place? Attendees learn how to pull an elephant out of a hat and tame the most burdensome records request. Mark Kifowit, MA, shares best practices and tactics from fifteen years’ experience of disclosure where RM was not always fully implemented. Session attendance can be valuable to prepare for afternoon session for on automated redaction (SSN, IP addresses, etc.) with citations for exemptions.

• How to set up a manual workflow to process a records request across a team.
• Successful tactics for use with tricky requests.
• Tips and strategies to elevate RM to rock star status.

9:00 - 9:50 amStuck in Manual? A standard Records Assessment can prepare you for Business Process Improvement and make RM "Auto - Magical"!

Is your agency hobbled across file cabinets and shared network drives? This ad-hoc practice adds work, raises risk and wastes limited resources. As old information accumulates in digital eddys, staff becomes ineffective and office moral drops away. Work days feel like you're standing atop two different horses running 'round the corral. In this step-by-step session, Leslie Turner, CRM, CPRO, ERM, IG, shows attendees how to use the ISO Standard to clean up old records, so you can ride smoothly into safe pastures and be the modern workplace you've always wanted!

Session includes:

• Records Assessment workbook built on ISO 15489.
• How to prepare for the ISO 15489 standard.
• How to use Records Assessments as tools.

10:00 - 12:00 pmAgency Success Stories.

So, what's next? Get firsthand success lessons from these agencies on their magical walk toward automated RIM within ECM! Mark Kifowit, MA, moderates this session.

Session titles and agencies include:

The ECM life - How we Left SharePoint Behind.
- Steve Schopfer, Director of Information Technology, PUD of Clallam County.

Automated Accounts Payable in the Cloud.
- Andrea Powell, Administrative Services Manager, Washington Transit Authority Risk Pool (WSTIP).

Automated Municipal Operations.
- Debbie Burke, City Clerk, City of Moses Lake.

12:00 - 1:00 pmLunch.

Full lunch provided.

1:00 - 1:15 pmCatch the Magic!

Special Guest as seen on "Penn and Teller – Fool Us".

1:20 - 1:50 pmThe ABC's of ROI.

Finding and itemizing ongoing savings can transform a one-time investment into ongoing savings, right before our eyes. In this session, attendees learn how to produce a defensible return of investment in 12, 18 and 24 months. Peter Frix, CDIA, CEIRM leads this session and presents actual examples. Spreadsheets provided in course registration materials.

2:00 - 4:00 pmSee Life Changing Magic in Front of Your Eyes!

Learn for yourself how automating processes can change your life! Watch fast-paced, live demonstrations of automated process improvements to help you envision public records administration with compliance at the same time! This presentation includes a mid-way break. Mark Kifowit, MA, moderates this session.

Session includes:

• Automate HR, plus apply RIM at the same time!
• Automate Accounts Payable, plus apply RIM at the same time!
• Automate redaction of specific data fields (SSN, IP addresses, etc.) with RCW citations
• Automate Public Disclosure Requests with JLARC Reporting, plus apply RIM at the same time!

4:00 - 4:15 pmRaffle!

Drawing for Dr. Saffady's book!

4:30 - 6:30 pmAfter Hours : RM Therapy and Pizza.

***REGISTRATION FOR RM THERAPY IS CLOSED. WE ARE AT CAPACITY***

Come decompress with your fellow records professionals and join us for some RM therapy (and pizza) after the workshop at Lynnwood Convention Center.

Meet Bill in person and get his autograph. Catch up with Leslie and Mark, and let’s see how much fun we can possibly have!

Drink tickets for 2 free pours of beer or wine per person will be distributed at Registration. Must have tickets to attend.

Location: Lynnwood Convention Center.

Agenda - Day Two

7:15 - 8:00 amRegistration and Breakfast!

Full breakfast provided.

8:00 - 8:05 amWelcome and Introduction!

8:05 - 8:50 amThe Evolution of Business and Government Disaster Recovery Planning.

Mark Kifowit, MA, takes you on a journey across the ages of strategies for disaster planning. Learn first-hand information related to recovery efforts in the aftermath. Note what went well and where there was room for improvements.

• What does planning look like in 2020? What are the new threats?
• Citations – Alfred P. Murrah Federal Building bombing; September 11th, 2001 attacks; Persian Gulf War II.

9:00 - 12:00 pmInformation Risk - William Saffady, PhD.

Vulnerability exists at every stage of the information life-cycle from creation, collection, ownership, protection, storage, through retention and disclosure. International information management expert, author, and Professor of Records Management, Dr. William Saffady examines the principles of Information Risk. Attendees get a practical guide to identify and reduce exposure to information risk, being the combination of threats and vulnerabilities affecting an organization’s information assets. While records managers, information governance specialists, and archivists capably "protect and retain" agency information, understanding this broader approach to information risk allows them to better manage the integrated relationship of governance, risk, and compliance--the so-called “GRC” disciplines.

This presentation benefits anyone in information-management positions, Security Specialists, and Risk Managers.

Agenda:

• Introduction to concept of Information Risk, including categorization, standards, identification, and response.
• Key explanation of specific categories of information risk.
• Identify specific threats, vulnerabilities, and consequences for each type of risk.
• Understand how to strategize risk mitigation, including avoidance, acceptance, transfer, and limitation.

12:00 - 1:00 pmLunch.

Full lunch provided.

1:00 - 1:50 pmGet RIM Invited to the IT Table.

Why is getting a seat at the table with IT and Legal such a challenge? This session offers strategies and tips on how to get invited to the table, stay involved, and develop governance over records and information management.
– Bruce Wirth, CRM, Dept. of Health.

2:00 - 2:50 pmTake a Risk. Find Redemption.

Moving to a new city hall presented a risk to change where AND how to engage with citizens. Using ECM become the magical road to redemption towards a modern agency and work space. This session covers the acute process of getting there.
– Kory Atcuson, CMC, City of Mountlake Terrace.

3:15 - 4:15 pmPanel Discussion: Using IG and RM to Mitigate Risk.

Mark Kifowit, MA, moderates this panel of subject matter experts to provide answers to your questions and gather practical tips and strategies so your agency can move beyond risk and towards redemption.
- Saffady, Atcuson, Wirth and Turner.

4:20 - 5:00 pmRedeeming Remarks Dr. William Saffady.

Don’t disappear! Dr. William Saffady offers encouraging parting words. Raffle of Dr. Saffady’s book!

Course Instructors and Keynote Speakers 

William Saffady, PhD – International expert Dr. Saffady (www.saffady.com) analyzes policies and practices for the management of information.  As author of over 100 publications on information management, his work examines formats along with technical and resource requirements for electronic records management.  Previously Professor of Library Sciences at Vanderbilt University, Dr. Saffady consults on Records Assessments projects.

Leslie Turner, CRM, CPRO, ERMp, IGp – Ms. Turner was previously Program Specialist for the Washington State Archives (2006 – 2017) providing training and consulting on electronic records systems along with transfer of permanent records to the Digital Archives.  As Public Disclosure Coordinator for WA State Dept. of Ecology, Ms. Turner created procedures for discovery and public disclosure.  As senior Records Consultant, Ms. Turner conducts records assessments and creates retention policies within ECM systems in accordance with WA State Common Records Schedule (CORE).

Mark Kifowit, MA – Mr. Kifowit was previously a Public Disclosure Specialist with the Department of Corrections and Director of Records Management for the OMWBE where he created records management policies, training systems, and procedures for processing disclosures in response to public records requests.  As senior Records Consultant, Mr. Kifowit consults on discovery processes and conduct records assessments in preparation for adoption of an ECM system.


Guest Speakers 

Steve Schopfer, Director of IT, PUD of Clallam County – Life after SharePoint with ECM.

Andrea Powell, Administrative Services Manager, WSTIP – AP Automation Workflow in the Cloud.

Bruce Wirth, CRM, Washington State Department of Health – Coordinate with IT to advance agency operations.

Debbie Burke, CMC, City of Moses Lake – Automate municipal operations.

Kory Atcuson, CMC, City of Mountlake Terrace – Multiple years’ experience automating numerous cities with ECM.

Hotel Accommodations

Best Western – Lynnwood Convention Center                            

Address:          19332 36th Ave. W. | Lynnwood, WA 98036                                        4 Star rating on Google

Phone:              (425) 775-7600 

A block of specially priced rooms are available at the Best Western Hotel, which adjoins the Convention Center property.  To access rooms starting at $75, click on the link below for online reservations, or mention “Winter Forum” when calling the hotel directly (425-775-7600).  Free parking, including day of checkout until sessions end at 5 pm. 

HOTEL LINK >     Best Western - Winter Forum

  • Includes breakfast & lunch
    Registration closes January 15th, 2020 (pending availability and capacity!).

  • Includes breakfast & lunch
    Complete paid registration by October 31, 2019!

  • Please contact [email protected] if you require other dietary accommodations

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