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| E-Discovery, Records & Information Management Conference : Thursday, March 4, 2010 |
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Afternoon sessions are held in conjunction with the Federal Information and Records Management (FIRM) Council's March Program. Attendees are invited to attend all sessions
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7:30
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Registration Opens / Continental Breakfast / Exhibits Open (7:30AM - 1:00PM)
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8:30
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Welcome and Opening Remarks
- Jason R. Baron, Director of Litigation, National Archives and Records Administration
- Mike Smoyer, President, Digital Government Institute
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8:50
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9:45
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Session 1: Managing E-Discovery for Government: Integrating Teams and Technology
- Larry Creech, Program Manager , Information Catalog Program , Corporate Information Security,
Information Technology, U.S. Postal Service
- Daniel Lim, Senior Director and Assistant General Counsel, Guidance Software
As Federal Government professionals become more familiar with E-Discovery, many have more questions than answers about how to prepare for the inevitable day when they receive a court order to produce information tied to one or more pending legal actions. Increasingly, the courts are holding government organizations to the same high standards for discovery and evidence as their industry counterparts, yet most agencies have not assembled the professional expertise and capabilities to meet those demands. For government IT, legal, and program management professionals who are new to this topic, when and where is the best place to start to get organized? For those who have already taken steps to prepare, how do you know if you are getting the “biggest bang” for the technology and resource investments made to date? Attend this session for an overview by expert practitioners familiar with a number of agency strategies, including common problems and concerns, as well as frequently overlooked areas in new E-Discovery programs. Attendees also will learn what to do first, now, where they should be headed, and how technology fits into effective E-Discovery approaches.
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10:30
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Networking Break / Visit Exhibits
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11:00
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Session 2: Next-Generation Information Governance Models
- Brian Weiss, Vice President for Information Governance and Compliance, Autonomy
This session will examine evolving trends, technologies, and successful strategies for information governance and E-Discovery given the rapidly evolving digital landscape. Among the topics to be covered are: the risks, rewards, and path forward with cloud computing; meaning-based approaches to for records management and E-Discovery; and strategies for pan-enterprise policy management for risk reduction and compliance with current and proposed regulations, including the Electronic Communications Preservations Act. Attendees will build their understanding of the evolution of archive technologies, ways to transition to modern governance architectures, and how to leverage search-based governance and user productivity tools.
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11:30
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Session 3: Can You Pass the E-mail Tuberculosis Test
- Sean Regan, Senior Manager and E-Discovery Product Marketing Manager, Symantec
Tuberculosis is a rare and infrequently occurring illness here in the U.S. However, it proved to be the triggering event for a Freedom of Information Act (FOIA) investigation in Fulton County, Georgia. Learn how this rare illness put one County’s information management and e-mail archiving practices to the test, and how this case serves to highlight the tangible benefits of proactive information management.
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12:00
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Networking Lunch / Visit Exhibits
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Events highlighted in blue are part of FIRM's March Program. All attendees are invited.
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1:15
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Session 4-A: E-Mail Archiving: What to Keep, What to Purge, and How to Tell
- Jason R. Baron, Director of Litigation, National Archives and Records Administration
- Catherine Teti, Managing Director, Knowledge Services, Government Accountability Office
It is generally agreed that is neither practical nor desirable for records managers to "keep everything"--yet the question remains, especially with regard to agency e-mail, what records should government organizations retain and for how long? What do experts recommend government professionals do to create, defend, and sustain a consistent, reliable, and compliant e-mail records retention policy? What tools should public sector organizations have in place to enable reasonable search and retrieval of e-mail retained, and how does this impact archiving and investigation capacity? Learn from current and evolving case examples how to establish a practical e-mail management strategy that supports agency core missions, as well as current and future requirements for e-discovery.
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1:15
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Session 4-B: Electronic Records Assessments and Appraisals Methodologies
- Linda Bigsby, Analyst, Federal Bureau of Investigation
Learn how the FBI incorporated records management into the IT governance processes throughout the life cycle management of IT systems to include coordinated efforts with the Security Certification and Accreditation (C&A) and Privacy Impact Assessment (PIA) processes. The illustration of this best practice in the Federal Government will reflect a new strategy to ensure systems can meet regulatory requirements and ensure proper information management to meet E-Discovery guidelines.
This session is part of the Federal Information and Records Management (FIRM) Council's March Program. All are invited to attend.
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2:00-3:15
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Session 5-A: Influencing Change Within Agencies: Practical Recommendations for 2011
- Robert Silverman [Moderator], Chief Executive Officer, Reach Solutions
- Deborah Armentrout, Chief, Records and Archives, Nuclear Regulatory Commission
- Joseph Bryant, Vital Records Liaison & Records Custodian, Issuances and Records Management Group, Office of Strategic Operations and Regulatory Affairs, Centers for Medicare & Medicaid Services, Department of Health and Human Services
- Mark Mandel, Public Records Administrator, District of Columbia Government
- John Moses, Director, Collection Strategies Division, Office of Environmental Information, U.S. Environmental Protection Agency
While adapting to ever-changing records management requirements and technology is an ongoing struggle, perhaps the greater change-management challenge for many agencies is determining how to move “mentally” from paper to electronic records. This session will bring together perspectives from experts and experienced practitioners who will share how they are influencing change in their public sector operations by focusing on business drivers and sources of advocacy and funding. Learn from those who are modernizing their records and information management ecosystems, creating more government-wide transparency, and how specific initiatives have helped to drive action. Expand your knowledge of how Records and Information Management (RIM) discipline has expanded and changed. Bring your questions and engage the panel in this interactive session focused on sharing lessons learned and new ideas among government and industry colleagues.
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2:00-3:00
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Session 5-B: Intelligent Categorization: Air Force Information Asset Management
- Michael Corrigan, Senior Information Strategist, Sumaria Systems
- J. Timothy Sprehe, President, Sprehe Information Management
For several years the U.S. Air Force has been implementing an information management strategy called Information Asset Management (IAM). It offers a dynamic approach to records and information management that depends heavily on metadata, and in particular on automated metadata extraction from all information objects – what the USAF calls Information Assets. Join this session to learn more about IAM and how it: 1) Automatically extracts metadata from all information assets – about 70 elements per asset in the AF case; 2) Automates all desktop records management decisions in an user independent way so what a record is and where it goes occurs in the background at the server level; 3) Solves the issue of e-mail records management by automatically deciding which messages are records and where they should be filed; and 4) Enables e-discovery since each information asset has extensive metadata associated with it; and provides an infrastructure at the server level for all information management functions.
This session is part of the Federal Information and Records Management (FIRM) Council's March Program. All are invited to attend.
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3:00-3:45PM
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3:15
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3:45
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